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 T. Rowe Price Portfolio Manager Tony Wang, IDC Senior Director, Data & Analytics Nabila Popal, Former Apple CEO John Sculley, Signet Jewelers CEO J.K. Symancyk, LightShed Partners Walter Piecyk, S&P Dow Jones Indices CEO Catherine Clay, Oak Hill Advisors Founder & CEO Glenn August, QTS Co-CEO Tag Greason, AGCO Corp. CEO, Chairman & President Eric Hansotia, & Unifor National President Lana Payne.
Chapters:
00:00:00 Bloomberg The Close
00:02:11 Mark Gurman Breaks Down Apple’s New Era
00:06:57 Apple’s Foldable iPhone Through an Investor Lens
00:10:31 Foldable iPhone’s Impact on the Smartphone Market
00:15:29 Former Apple CEO John Sculley on John Ternus & Innovation
00:19:19 Apple’s $2,000 Price Tag & the AI Opportunity
00:23:10 Apple vs. OpenAI & the Future of AI Devices
00:26:18 Ed Ludlow on Foldable iPhone Demand & Pricing
00:29:18 Signet Jewelers CEO on Strong Earnings & Consumer Demand
00:33:16 Lab-Grown Diamonds, Tariffs & Jewelry Trends
00:38:02 Apple’s New Leadership & Product Strategy
00:43:42 S&P Dow Jones CEO on the S&P 500 Rebalancing
00:47:12 Big Tech Concentration, Equal Weight & Index Investing
00:54:14 Oak Hill’s Glenn August on AI Infrastructure Lending
00:56:41 Distressed Software & Private Credit Opportunities
01:00:19 Credit Markets, Refinancing & the Maturity Wall
01:03:46 Oak Hill Advisors, T. Rowe Price & Private Credit Growth
01:06:36 QTS on the Data Center Boom & Political Backlash
01:10:14 QTS Announces $1 Billion Water Infrastructure Fund
01:12:18 Data Centers, Power Grid Costs & Energy Affordability
01:18:03 AGCO CEO on Rising Costs for Farmers
01:20:10 Autonomous Farming & AGCO’s Retrofit Technology
01:23:08 Agriculture Outlook, Brazil & Global Demand
01:27:20 U.S.-Canada Trade War Escalates
01:30:13 Tariffs, Consumer Backlash & Rebuilding U.S.-Canada Trust
01:32:04 Trade Bans & the Economic Impact on Canada
01:34:57 What to Watch
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