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 OpenAI CEO Sam Altman, Bloom Energy CEO KR Sridhar, Alaska Air Group CEO Ben Minicucci, OpenAI CFO Sarah Friar, MongoDB Interim President & CEO Dev Ittycheria, Institute of International Finance CEO Tim Adams, BMO Head of US Commercial Bank Tony Sciarrino, & Brinker International CEO & President Kevin Hochman.
Chapters:
00:00:00 Bloomberg The Close
00:01:40 Sam Altman on OpenAI’s New AI Agent
00:05:48 OpenAI’s Model Safety, Speed & Performance
00:08:36 Sam Altman on an OpenAI IPO & AI Safety
00:11:20 Bloom Energy CEO on Powering the AI Boom
00:15:31 AI Power Demand, Data Centers & Supply Constraints
00:19:42 Markets, Tech Stocks & Carnival Earnings
00:24:25 Alaska Airlines CEO on Premium Travel & Global Expansion
00:28:03 Boeing Max 10 Delays, Fleet Strategy & Fuel Costs
00:31:28 OpenAI CFO Sarah Friar on Enterprise AI & ChatGPT Growth
00:35:21 OpenAI Funding, $1.4 Trillion Valuation & Compute Demand
00:37:17 Trump & Tech Leaders Discuss AI at the White House
00:40:45 Data Centers, Communities & AI Infrastructure
00:45:54 Trump on Iran, AI & Global Competition
00:49:50 Trump on Data Centers, Republicans & the Midterms
00:52:28 Dario Amodei & Tech Leaders on AI Risks and Safety
00:55:38 AI Industry Leaders Outline Safety Commitments
00:58:09 White House AI Summit & Voluntary Industry Rules
01:00:04 MongoDB CEO Exit, Meta & Investor Day
01:03:45 MongoDB’s Role in the Agentic AI Era
01:06:53 AI, Legacy Software & MongoDB’s Growth Opportunity
01:10:23 Global Debt, Treasury Yields & Fiscal Risks
01:13:27 Treasury Buybacks, Deficits & Emerging Markets
01:16:19 The Dollar, U.S. Debt & Foreign Investment
01:18:00 BMO on Higher Rates, Commercial Lending & AI
01:21:18 BMO’s U.S. Expansion, Private Equity & M&A
01:24:17 Tariffs, Supply Chains & Onshoring
01:28:44 Brinker CEO on Chili’s Growth & Consumer Spending
01:31:27 Chili’s Market Share & Casual Dining Resurgence
01:34:36 The Triple Dipper, Social Media & Chili’s Expansion
01:37:55 Paramount Skydance Debt Demand
01:38:21 What to Watch
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