September Market Recap & Micron’s AI Boom

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 BlackRock Head of Model Portfolio Solutions, Americas Michael Gates, Robinhood Markets Chairman & CEO Vlad Tenev, University of Michigan Professor of Economics and Public Policy Betsey Stevenson, Morgan Stanley Investment Management Head of Global Real Assets Lauren Hochfelder, Janus Henderson Head of Americas Equities Marc Pinto, Gabelli Research Analyst & Portfolio Manager Hendi Susanto, Redpoint Ventures Managing Director Erica Brescia, VSORA Chair Sandra Rivera, JPMorgan Asset Management Global Alternatives Strategist Aaron Mulvihill, Seaport Research Partners Senior Analyst David Joyce, & Next Legacy Managing Partner Ryan Nece.

Chapters:
00:00:00 Bloomberg The Close
00:03:19 BlackRock on AI Adoption, Stocks & Portfolio Strategy
00:05:43 Bonds, Higher Rates & Portfolio Diversification
00:09:24 Robinhood CEO Vlad Tenev on AI Trading Agents
00:13:02 Autonomous Trading, Risk Controls & 24/7 Markets
00:17:48 Fed Renovation Report & Central Bank Independence
00:20:00 Fed Independence, Markets & Economic Resilience
00:22:28 Paramount-Warner Bros. Settlement & Real Estate
00:25:04 AI Data Centers, Industrial Real Estate & Power
00:28:10 Offices, Senior Housing & Home Affordability
00:31:14 Apple’s AI-Powered Smart Home Push
00:34:02 Siri, Privacy & Apple’s Smart Home Strategy
00:37:01 Janus Henderson on Stocks, Rates & Earnings
00:40:36 Fed Hikes, AI Stocks & the Semiconductor Trade
00:43:18 Closing Bell
00:46:27 Micron Earnings Beat as AI Memory Demand Surges
00:50:25 September Market Recap & Micron’s AI Boom
00:53:25 Micron’s Memory Cycle, Pricing Power & AI Demand
00:56:10 Agentic AI, Servers & the Future of Memory
00:59:09 Micron Earnings, AI Chips & Long-Term Demand
01:03:09 AI Inference, Chip Efficiency & Agentic AI
01:07:56 Sandra Rivera on Micron & the AI Chip Cycle
01:11:06 AI Chip Competition, Cost & Power Efficiency
01:13:03 JPMorgan on Financing the Global AI Buildout
01:16:09 AI Diversification, Private Markets & Higher Yields
01:19:01 Paramount Skydance Leadership & Mattel CEO Hire
01:22:24 Paramount’s Debt Load, Cost Cuts & Streaming Strategy
01:25:14 Ryan Nece on Athletes, Venture Capital & AI Investing
01:28:30 Private Markets, Sports Investing & AI Opportunities
01:30:26 What to Watch
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September Market Recap & Micron’s AI Boom

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