Chip Stocks Rally in AI Trade Revival | The Close 7/6/2026
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Morgan Stanley PWM Executive Director Katerina Simonetti, BlackRock Deputy CIO of Global Fixed Income Russ Brownback, Jefferies Equity Research Analyst David Chiaverini, Hamilton Lane Co-CEO Erik Hirsch, Wells Fargo Investment Institute Head of Global Investment Strategy Paul Christopher, Bokeh Capital Partners Founder & Chief Investment Officer Kim Forrest, US Chief Design Officer Joe Gebbia, Robinhood CEO Vlad Tenev, & Churchill Asset Management Vice Chairman & Chief Investment Strategist Randy Schwimmer. Chapters: 00:00:00 Bloomberg The Close 00:01:06 AI Chip Cycle, Samsung & SK Hynix in Focus 00:03:58 Morgan Stanley on Market Rotation & AI Investing 00:10:42 BlackRock on Rates, Inflation & Fixed Income 00:16:40 Top Calls 00:17:48 Regional Banks Preview Ahead of Earnings Season 00:22:27 Hamilton Lane on Private
Tags: BROADCOM CORP, CBOE GLOBAL MARKETS INC, Carol Massar, Datadog Inc, David Chiaverini, Donald Trump, Emily Graffeo, Erik Hirsch, Hamilton Lane Advisors Inc, Joe Gebbia, Katerina Simonetti, Katherine Greifeld, Kevin Warsh, Kimberly Caughey Forrest, Norah Mulinda, O'Reilly Automotive, Paul Christopher, Randy Schwimmer, Robinhood Markets, Romaine Bostick
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