AI & Chip Stocks Lead Markets Higher

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 DWS Group Global CEO Stefan Hoops, Guggenheim Senior Managing Director Michael Morris, Whole Foods Market CEO Jason Buechel, Aldi U.S. Chief Operating Officer Dave Rinaldo, Partners Group Chief Investment Strategist Anastasia Amoroso, CVC Marathon Head & Managing Partner Bruce Richards, Qualcomm CFO & COO Akash Palkhiwala, Qantas CEO Vanessa Hudson, Finland President Alex Stubb, & UN Foundation President & CEO Elizabeth Cousens. Chapters: 00:00:00 Bloomberg The Close 00:03:00 DWS CEO on Europe, Diversification & Global Investing 00:06:18 European Infrastructure, the Euro & Foreign Investment 00:09:00 Private Credit, Alternatives & DWS Growth 00:12:04 AI’s Impact on Asset Management & Jobs 00:15:00 Markets, Oil & Royal Caribbean’s Sandals Deal 00:18:05 Paramount-Warner Bros. Merger & Media Consolidation 00:20:31 Netflix, Streaming Competition & the Search for Hits 00:22:36 Whole Foods CEO on Amazon’s Grocery Strategy 00:25:32 Whole Foods Expansion, Daily Shop & Consumer Value 00:28:05 The K-Shaped Consumer & Changing Grocery Habits 00:32:19 Aldi U.S. on Inflation, Private Labels & Expansion 00:35:30 Markets, Global Stocks & Nasdaq Record High 00:37:31 Partners Group on Stocks, Rates & Market Resilience 00:41:00 Hyperscaler Debt, Treasury Yields & Private Credit 00:44:07 U.S. Economic Resilience & Closing Bell Countdown 00:47:49 AI Risk, SoftBank Debt & Private Credit 00:51:33 CVC Marathon on Fed Hikes & Higher-for-Longer Rates 00:54:14 Credit Stress, Defaults & the K-Shaped Economy 00:56:27 Data Centers, Hard Assets & AI Infrastructure Financing 01:00:04 CVC-Marathon Integration & Credit Strategy 01:01:25 Qualcomm CFO on Snapdragon & Agentic AI 01:04:21 AI Devices, Smartphones & Qualcomm’s Next Growth Wave 01:08:24 Qantas CEO on Travel Demand & Premium Flying 01:10:26 Fuel Costs, Hedging & International Air Travel 01:12:03 Finland President Alexander Stubb on Ukraine Peace Talks 01:15:21 Ukraine’s Air Defense, Trump & U.S. Support 01:18:29 Finland’s Economy, Energy & U.S. Relations 01:21:49 U.N. Foundation CEO on Global Cooperation 01:24:46 International AI Governance & Global Guardrails 01:28:06 What to Watch -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts