S&P 500 Hits Record High as Big Tech Leads
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The Close 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 UBS Alignment Partners Managing Director, Wealth Management Alli McCartney, Wedbush Securities Senior VP, Equity Research Alicia Reese, ZScaler CEO, Chairman, & Founder Jay Chaudhry, BlackRock Head of US Wealth & Retirement Business Jaime Magyera, Kayne Anderson Rudnick Portfolio Manager, Senior Research Analyst Julie Biel, Kearney Grocery & Retail, Americas Lead Katherine Black, Hamilton Lane Co-Head of Real Estate Elizabeth Bell, Union Square Advisors President & Co-Founder Ted Smith, Dimensional Fund Advisors Portfolio Management Deputy Head, North America Joel Schneider, & Churchill Asset Management CEO Ken Kencel. Chapters: 00:00:00 Bloomberg The Close 00:03:17 UBS on Earnings, Yields & the Market Rally 00:06:03 AI Power Demand, Utilities & Midterm Risks 00:08:37 Public vs. Private Markets & Portfolio Strategy 00:11:20
Tags: Advanced Micro Devices Inc, Agentic AI, Alicia Reese, Alli McCartney, Anthropic PBC, BBG Markets The Close Show, Carol Massar, Constellation Brands Inc., Constellation Energy Group Inc., Donald Trump, Edward Smith, Elizabeth Bell, Jaime Magyera, Jay Chaudhry, Joel Schneider, Julie Biel, Katherine Black, Ken Kencel, NVIDIA CORP, Netflix Inc.
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