AI Trade Worries, Oil & Treasury Yields Pressure Markets
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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 Schroders Head of US Fixed Income Neil Sutherland, Applied Digital Founder & CEO Wes Cummins, Barclays Managing Director & US Equity Research Analyst Lauren Lieberman, Siebert Williams Shank President, CEO, and Co-Founder Suzanne Shank, Citi Research Analyst Jon Tower, 248 Ventures Chief Investment Strategist Lindsey Bell, Arc’teryx CEO Stuart Haselden, Patagonia CEO Ryan Gellert, True Religion Apparel CEO Michael Buckley, BTIG Managing Director, Consumer Equity Research Janine Stichter, & Cowboy Space Founder & CEO Baiju Bhatt. Chapters: 00:00:00 Bloomberg The Close 00:03:02 Schroders on Fed Hikes, Bonds & Fiscal Risks 00:08:40 Market Breadth, Earnings & Fixed-Income Opportunities 00:09:37 Applied Digital CEO on AI Data Center Growth 00:14:08 AI Infrastructure Debt, Financing & Hyperscalers 00:18:13 PepsiCo Earnings & Chang
Tags: Arc'teryx Equipment, BBG Markets The Close Show, Baiju Bhatt, CHIPOTLE MEXICAN GRILL INC, Carol Massar, Jon Tower, Lauren Lieberman, Lindsey Bell, Michael Buckley, Neil Sutherland, ORACLE CORP, OpenAI Inc, Palantir Technologies Inc., Patagonia Inc., PepsiCo Inc., Romaine Bostick, Ryan Gellert, STARBUCKS CORP, SpaceX, Stacey Vanek Smith
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