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Market Selloff, Volatility & Post-Midterm Repositioning
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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 JPMorgan Head of Technical Strategy Jason Hunter, UBS Alignment Partners Managing Director, Wealth & Private Wealth Advisor Alli McCartney, TC Energy CEO & President François Poirie, Expedia CEO Ariane Gorin, Tapestry CEO Joanne Crevoiserat, Citi Head of US Equity Strategy Scott Chronert, T. Rowe Price Science & Technology Equity Strategy Portfolio Manager Tony Wang, Evercore ISI International Political Affairs & Public Policy Chief Strategist Sarah Bianchi, MetLife President & CEO Michel Khalaf, e.l.f. Beauty CEO Tarang Amin, & Charles Schwab Chief Investment Strategist Liz Ann Sonders.
Chapters: 00:00:00 Bloomberg The Close 00:03:23 JPMorgan on Technical Levels & Market Capitulation 00:08:00 UBS on the AI Selloff & Buying Opportunities 00:12:09 TC Energy CEO on Data Centers & Natural Gas Demand 00:17:07 Energy Infrastructure, Permitting & AI Power Demand 00:20:00 Expedia CEO on Earnings, Travel & the Consumer 00:24:45 Expedia, AI Travel Agents & International Demand 00:27:44 Tapestry CEO on Coach, Gen Z & Holiday Spending 00:33:16 Coach Pricing, Tariffs & Kate Spade Turnaround 00:39:57 Chip Stocks Plunge as Investors Flee the AI Trade 00:47:47 U.S. Equity Strategy on AI Risk & Market Weakness 00:53:16 The Closing Bell 00:58:12 Airbnb, Akamai & Consumer Earnings After the Bell 01:03:57 AI Selloff, Data Centers & t
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