AI Selloff, Oil & Treasury Yields Pressure Markets

0 October 16, 2026 18:57

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 Investment Management Senior Portfolio Manager Andrew Slimmon, Kansas City Fed Former President & CEO Thomas Hoenig, Maxim Group Senior Consumer Internet Analyst Tom Forte, Arizona Land Consulting Founder & CEO Anita Verma-Lallian, JPMorgan Asset Management Global Market Strategist Jordan Jackson, TGI Fridays CEO Ray Blanchette, Graza CEO Andrew Benin, Sensor Tower VP of Insights Seema Shah, & Carlyle Group Co-Founder & Co-Chairman David Rubenstein.

Chapters:
00:00:00 Bloomberg The Close
00:02:45 Morgan Stanley on the AI Trade & Market Volatility
00:08:05 AI Chip Demand, Hyperscalers & the Capex Cycle
00:12:03 Former KC Fed President on Kevin Warsh & Inflation
00:18:23 Apple’s $2,000 Foldable iPhone & Consumer Demand
00:23:09 AI Data Centers, Power Demand & Land Constraints
00:28:50 Data Center Risks, AI Efficiency & Hollywood
00:32:06 Netflix Shakeup, Layoffs & the Search for New Hits
00:36:58 JPMorgan on Earnings, Oil & Market Volatility
00:42:25 Credit Markets, Treasury Yields & AI Debt
00:45:17 Closing Bell
00:50:28 Tesla’s Flying Car, Bond Volatility & AI Concerns
00:55:01 Weekly Market Recap: Tech Slumps as Restaurants Rally
00:58:05 TGI Fridays CEO on the Casual Dining Comeback
01:03:04 TGI Fridays Turnaround, Ownership & Brand Revival
01:04:32 Graza on Reinventing Olive Oil & Expanding the Brand
01:09:22 AI Earnings Preview & the CoreWeave Selloff
01:14:09 Meta, Hyperscalers & the Next Phase of AI Spending
01:18:09 David Rubenstein on Washington & Bipartisanship
01:23:08 The American Dream, Immigration & the Kennedy Center
01:28:43 What to Watch
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