4 September 2026
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 Kayne Anderson Rudnick Portfolio Manager, Senior Research Analyst Julie Biel, KPMG Chief Economist Diane Swonk, Jefferies Tech Sector Leader, Software/Internet Research Brent Thill, Zscaler CEO Jay Chaudhury, Wealth Enhancement Group Senior Investment Strategist Ayako Yoshioka, The Points Guy Senior Newsletter Editor Becky Blaine, & SUNY Purchase President Michael Steiper. Chapters: 00:00:00 Bloomberg The Close 00:02:30 Markets, Treasury Yields & the Selective Consumer 00:05:19 AI Data Centers, Inflation & the Fed 00:09:34 KPMG’s Diane Swonk on Jobs, Inflation & Rate Hikes 00:13:02 Labor Market Strength & the Fed’s Next Move 00:17:27 Top Calls 00:18:35 Jefferies on Adobe’s New CEO & Oracle Earnings 00:22:02 Oracle, OpenAI & the AI Infrastructure Trade 00:23:19 Zscaler CEO on AI Security & Enterprise Risk 00:26:34 Securing AI Agents & Zscaler’s Growth Strategy 00:31:31 Airlines, Jet Fuel Prices & the Labor Day Travel Boom 00:35:24 AI Infrastructure, Inflation & Market Countdown 00:38:13 AI Financing, Hyperscaler Debt & Treasury Competition 00:41:16 Treasuries vs. Stocks & the Fed Rate Outlook 00:43:07 Markets React to Jobs Report & Rate-Hike Risk 00:46:21 Tech Stocks, AI Trade & Market Movers 00:52:00 AMC, Robinhood & the Tokenized Securities Debate 00:54:04 Market Recap: Tesla, FICO & Lululemon 00:56:06 Labor Day Travel: Airfares, Hotels & Gas Prices 00:59:12 Points, Miles & How to Find Holiday Travel Deals 01:03:46 SUNY Purchase President on the Value of a College Degree 01:07:03 College Costs, Student Debt & Higher Education Challenges 01:10:24 How Families Are Paying for Rising College Costs 01:14:12 Student Loans, Savings & the Cost of a Degree 01:17:25 International Students & the Future of U.S. Higher Education 01:21:39 DOJ Scrutiny of Colleges, Admissions & Federal Funding 01:24:18 What to Watch