Chip Stocks Rally in AI Trade Revival | The Close 7/6/2026
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall
Bloomberg Television 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 PWM Executive Director Katerina Simonetti, BlackRock Deputy CIO of Global Fixed Income Russ Brownback, Jefferies Equity Research Analyst David Chiaverini, Hamilton Lane Co-CEO Erik Hirsch, Wells Fargo Investment Institute Head of Global Investment Strategy Paul Christopher, Bokeh Capital Partners Founder & Chief Investment Officer Kim Forrest, US Chief Design Officer Joe Gebbia, Robinhood CEO Vlad Tenev, & Churchill Asset Management Vice Chairman & Chief Investment Strategist Randy Schwimmer.
Chapters 00:00:00 Bloomberg The Close 00:01:06 AI Chip Cycle, Samsung & SK Hynix in Focus 00:03:58 Morgan Stanley on Market Rotation & AI Investing 00:10:42 BlackRock on Rates, Inflation & Fixed Income 00:16:40 Top Calls 00:17:48 Regional Banks Preview Ahead of Earnings Season 00:22:27 Hamilton Lane on Private Equity Co-Investing 00:30:35 Stock of the Hour: Broadcom Extends Apple Partnership 00:35:13 Countdown to the Closing Bell 00:37:39 Bloomberg Intelligence on Earnings & Market Positioning 00:43:12 Closing Bell 00:46:28 Broadcom, AMD & Tesla Power the Rally 00:48:34 O'Reilly, AMC & GXO Lead the Decliners 00:54:06 Post-Close: AI Trade & Market Rotation 00:55:30 Kim Forrest on the Future of AI Infrastructure 01:02:32 Trump Accounts App Launch Explained 01:08:03 Robinhood CEO Vlad Tenev on Trump Accounts 01:16:39 Churchill Asset Management on Private Credit 01:28:57 What to Watch: SpaceX, NATO & World Cup More on Bloomberg Television and Markets Like this video?
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