Tech Stocks Slide as Markets Rotate Into Small Caps

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 Rockefeller Global Family Office CIO Jimmy Chang, Tradeweb CEO Billy Hult, Wedbush Managing Director, Internet Equity Research Analyst Ygal Arounian, Raymond James Financial CEO Paul Shoukry, GE Healthcare CEO Peter Arduini, Deutsche Bank Head of Asset Allocation, Chief Global Strategist Binky Chadha, Jefferies Software & Internet Research Tech Sector Leader Brent Thill, Seaport Research Partners Semiconductors & Electronics Senior Analyst Jay Goldberg, T. Rowe Price Portfolio Manager Tony Wang, Placer.ai Head of Analytical Research RJ Hottovy, 1789 Capital Partner Paul Abrahimzadeh, & New Balance President & CEO Joe Preston.

Chapters:
00:00:00 Bloomberg The Close
00:03:08 Rockefeller on GDP, Bonds & the AI-Driven Economy
00:08:42 Market Volatility, Fixed Income & AI Trading
00:14:44 AI Investment, Credit Markets & Electronic Trading
00:16:17 Top Calls
00:17:16 DoorDash-Instacart Deal & the Grocery Delivery Battle
00:22:37 Raymond James CEO on Earnings & Wealth Management
00:28:36 Raymond James on Advisor Growth, AI & Technology
00:30:16 GE HealthCare CEO on Earnings, AI & Medical Imaging
00:35:41 GE HealthCare Strategy, Growth & Capital Allocation
00:40:03 Deutsche Bank on Tech Rotation & the AI Trade
00:45:14 Midterms, Market Positioning & Big Tech Earnings
00:49:48 Amazon & Intel Earnings Hit After the Bell
00:55:06 Amazon AWS, AI Spending & Retail Growth
01:00:20 Amazon Cloud Growth & High AI Expectations
01:04:02 Intel Earnings, Weak Guidance & Supply Constraints
01:10:10 AI Spending, Chip Demand & Tech Earnings
01:16:20 Starbucks Earnings & Brian Niccol’s Turnaround
01:21:17 Starbucks Traffic, Loyalty & Store Expansion
01:26:02 AI Financing, SpaceX & Private Market Valuations
01:31:59 Anthropic IPO, Midterms & AI Regulation
01:33:50 New Balance CEO on the NYC Marathon & Consumer
01:36:28 What to Watch
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Tech Stocks Slide as Markets Rotate Into Small Caps

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