Stock Rally Fades on Higher Oil Prices; SpaceX in Talks to Buy Nvidia Chips

0 October 7, 2026 09:02

US equity futures slip after the S&P 500 hit a record high. Oil rises as traders weigh reports of increased Iranian attacks on vessels in the Strait of Hormuz. SpaceX is said to be in talks with banks and investors to raise $40 billion to buy Nvidia chips in what would be one of the biggest-ever debt financings for AI buildout. Kevin Mahn of Hennion & Walsh Asset Management discusses concentrated gains in the S&P 500 and the AI ecosystem.

Chapters:
00:00:00 – Bloomberg Brief
00:00:31 – Global Markets Check
00:04:37 – Stocks, Fed Minutes and Market Bubble
00:07:00 – Iran, Hormuz and Regional Conflict
00:11:00 – SpaceX $40 Billion AI Financing
00:13:03 – Ray Dalio, HSBC and Porsche
00:14:22 – Apollo on US Growth, Inflation and AI
00:19:20 – Treasury, Tankers and Tennessee
00:20:16 – Market Update
00:24:18 – Kevin Mahn on AI, Earnings and Market Breadth
00:32:23 – Dalio, Russia, Partners Group and Oil
00:33:39 – Hormuz, Iran and the Federal Gas Tax
00:38:20 – SpaceX Financing and Apple Smart Home
00:42:14 – Trading Day Ahead
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

Tags: Bloomberg, Bloomberg Finance, Bloomberg Makets, Bloomberg Media, Bloomberg Stocks Markets, Bloomberg Television, Bloomberg Television News Videos, Bloomberg TV, Bloomberg Videos, Breaking News, Breaking World News, Business News, International News, Latest National News, Latest News and Videos, Latest World News, World News