Hot Inflation, AI Selloff & Anthropic IPO

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 Goldman Sachs Asset Management Chief Investment Strategist for Innovator Tim Urbanowicz, Moody’s Chief Credit Officer Atsi Sheth, OpenTable CEO Debby Soo, KPMG Chief Economist Diane Swonk, Texas Capital Bancshares Chairman, President & CEO Rob Holmes, AlphaSimplex Chief Research Strategist & Portfolio Manager Katy Kaminski, D.A. Davidson Technology Research Head Gil Luria, Founder ETFs CIO Lauren Cassidy, Stifel CEO & Chairman Ron Kruszewski, LS Power CEO Paul Segal, & Walker & Dunlop Chairman & CEO Willy Walker.

Chapters:

00:00:00 Bloomberg The Close

00:02:17 AI Valuations, Nvidia & the Post-Election Market

00:08:43 Moody’s on AI Debt, Credit Risk & the 2027 Outlook

00:14:51 Nvidia, MegaSpeed & U.S.-China Export Controls

00:18:13 OpenTable CEO Debby Soo on Dining & Gen Z Spending

00:22:52 Diane Swonk on Hot Inflation, Fed Hikes & AI Bubble Risk

00:31:23 Texas Capital CEO Rob Holmes on Texas Growth & Markets

00:37:31 Higher Rates, Market Volatility & the AI Trade

00:43:20 The Closing Bell

00:48:04 Nvidia Slides as Jensen Huang Scrutiny Deepens

00:50:25 CoreWeave Earnings, AI Demand & Capex

00:55:37 CoreWeave’s Debt, Funding & AI Growth Risks

01:01:14 Founder ETFs CEO Lauren Cassidy on Nvidia & Anthropic

01:08:38 Stifel CEO on Anthropic Partnership & AI Wealth Management

01:13:25 AI, Higher Rates & Investing Through Volatility

01:16:58 Power Markets, Data Centers & Energy Investment

01:23:20 Walker & Dunlop CEO Willy Walker on Rates & Real Estate

01:28:01 Commercial Real Estate, Data Centers & Investment Outlook

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