Tech Rally, Fed Decision & Big Tech Earnings Ahead

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 Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, State Street Investment Management Global Head, Gold Strategy Aakash Doshi, City Analyst Ari Rosa, UPS CEO Carol Tomé, Goldman Sachs Asset Management Global Head of Multi-Asset Solutions Alexandra Wilson-Elizondo, Tola Capital Founder & Managing Director Sheila Gulati, Montage International Chairman, CEO & Founder Alan Fuerstman, Former Fed Governor Randy Kroszner, & RBC Capital Markets Head of US Rates Strategy Blake Gwinn.

Chapters:

00:00:00 Tech Rally, Fed Decision & Big Tech Earnings Ahead

00:02:04 Morgan Stanley on AI, Market Rotation & Portfolio Strategy

00:08:47 Gold Outlook, Higher Rates & the Fed

00:15:43 Top Calls

00:16:40 UPS Earnings, Pricing Power & Freight Recovery

00:22:08 UPS CEO Carol Tomé on the Company’s Turnaround

00:27:15 Health-Care Logistics, GLP-1s & UPS Growth

00:32:44 UPS Succession, Automation & Productivity

00:37:26 Teamsters, Labor Negotiations & the 2028 Contract

00:42:48 UPS on Holiday Demand & the K-Shaped Consumer

00:46:35 Goldman Sachs on AI Financing & Market Risk

00:50:08 The Closing Bell

00:53:03 Market Movers: Western Digital, JetBlue & Boeing

00:57:06 Robinhood, Visa & Seagate Report Earnings

01:02:50 Big Tech Earnings & the AI Trade

01:05:02 Microsoft, Azure & the Return on AI Investment

01:09:29 Microsoft Buyouts, AI Jobs & Corporate Culture

01:12:08 Israel Election Exit Polls & Coalition Outlook

01:15:21 Montage International CEO on Luxury Travel & Consumer Resilience

01:20:02 Luxury Hotels, Global Expansion & the Middle East

01:22:25 Fed Decision Preview & Inflation Risks

01:27:10 Labor Market Risks & the Fed Rate Outlook

01:29:19 RBC on Fed Hikes, Treasury Yields & Warsh

01:35:12 What to Watch

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