AI Trade Worries, Oil & Treasury Yields Pressure Markets

0 October 8, 2026 19:05

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 Schroders Head of US Fixed Income Neil Sutherland, Applied Digital Founder & CEO Wes Cummins, Barclays Managing Director & US Equity Research Analyst Lauren Lieberman, Siebert Williams Shank President, CEO, and Co-Founder Suzanne Shank, Citi Research Analyst Jon Tower, 248 Ventures Chief Investment Strategist Lindsey Bell, Arc’teryx CEO Stuart Haselden, Patagonia CEO Ryan Gellert, True Religion Apparel CEO Michael Buckley, BTIG Managing Director, Consumer Equity Research Janine Stichter, & Cowboy Space Founder & CEO Baiju Bhatt.

Chapters:
00:00:00 Bloomberg The Close
00:03:02 Schroders on Fed Hikes, Bonds & Fiscal Risks
00:08:40 Market Breadth, Earnings & Fixed-Income Opportunities
00:09:37 Applied Digital CEO on AI Data Center Growth
00:14:08 AI Infrastructure Debt, Financing & Hyperscalers
00:18:13 PepsiCo Earnings & Changing Consumer Habits
00:23:24 Suzanne Shank on 30 Years in Capital Markets
00:28:31 Municipal Bonds, Infrastructure & AI Financing
00:34:24 Starbucks Explores Potential Chipotle Takeover
00:39:09 Chipotle, Starbucks & the Challenges of Restaurant M&A
00:42:02 Earnings Season, Tech Leadership & Market Risks
00:47:30 Closing Bell
00:52:59 Nvidia, SpaceX, Airlines & Treasury Yields
00:57:19 Arc’teryx CEO on Brand Growth & Authenticity
01:02:23 Arc’teryx Retail Expansion, Women’s Apparel & Footwear
01:07:40 Patagonia CEO on Growth, Profit & Corporate Purpose
01:12:02 True Religion CEO on the Brand’s Gen Z Comeback
01:17:16 True Religion’s Holiday Strategy, TikTok & Store Expansion
01:20:15 Lululemon’s New Leadership & Turnaround Strategy
01:25:21 SpaceX, Mobile Service & Data Centers in Space
01:30:24 Space-Based GPUs, Cooling & the Economics of AI Compute
01:32:19 What to Watch
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