S&P 500 Hits Record High as Big Tech Leads

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 UBS Alignment Partners Managing Director, Wealth Management Alli McCartney, Wedbush Securities Senior VP, Equity Research Alicia Reese, ZScaler CEO, Chairman, & Founder Jay Chaudhry, BlackRock Head of US Wealth & Retirement Business Jaime Magyera, Kayne Anderson Rudnick Portfolio Manager, Senior Research Analyst Julie Biel, Kearney Grocery & Retail, Americas Lead Katherine Black, Hamilton Lane Co-Head of Real Estate Elizabeth Bell, Union Square Advisors President & Co-Founder Ted Smith, Dimensional Fund Advisors Portfolio Management Deputy Head, North America Joel Schneider, & Churchill Asset Management CEO Ken Kencel.

Chapters:
00:00:00 Bloomberg The Close
00:03:17 UBS on Earnings, Yields & the Market Rally
00:06:03 AI Power Demand, Utilities & Midterm Risks
00:08:37 Public vs. Private Markets & Portfolio Strategy
00:11:20 Top Calls
00:12:03 Paramount-Warner Bros. Deal Closes as Skydance Debuts
00:15:20 Streaming Wars, Netflix & the Future of Media
00:16:42 Zscaler CEO on AI, Cybersecurity & Zero Trust
00:19:30 Zscaler’s Growth Strategy & AI Security Risks
00:22:23 BlackRock on Retirement, Private Credit & Guaranteed Income
00:26:10 Women, Wealth Management & the $24 Trillion Opportunity
00:29:01 What High-Net-Worth Women Want From Financial Advisors
00:31:20 AMD Rallies on Surging AI Chip Demand
00:34:01 AI Safety, Chip Stocks & the Semiconductor Boom
00:36:52 Kayne Anderson Rudnick on AI & Market Concentration
00:40:11 Big Tech Earnings, AI Safety & Regulation
00:43:08 Closing Bell
00:46:23 Market Movers: Nvidia, Constellation Energy & Marvell
00:49:06 AI Stocks, Moderna & the Day’s Biggest Decliners
00:52:22 Wall Street Bonuses & Consumer Trends
00:54:13 Market Recap: AI Powers Stocks to New Records
00:56:55 Constellation Brands, Tariffs & Changing Drinking Habits
01:00:12 Consumer Experiences & the Future of Alcohol
01:01:06 Hamilton Lane on Real Estate & 7% Mortgage Rates
01:03:08 Retail Real Estate Rebounds as the “Apocalypse” Ends
01:05:10 Real Estate Secondaries & Private Market Opportunities
01:07:55 M&A Boom, Skydance & the $5 Trillion Deal Market
01:11:17 Private Credit, Banks & Financing the M&A Boom
01:13:02 Anthropic IPO & the AI Deal Pipeline
01:15:06 Dimensional on Anthropic, SpaceX & the IPO Market
01:18:00 AI Concentration & Diversifying Beyond Big Tech
01:20:41 Small Caps, Value Stocks & Global Diversification
01:22:29 Private Credit, Workouts & the Greenwich Economic Forum
01:26:08 Churchill Asset Management on Restructuring & Turnarounds
01:27:02 What to Watch
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S&P 500 Hits Record High as Big Tech Leads

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