#wallstreet #investment #markets - Meta AI Disrupts the Tech Race, Morgan Stanleys's Deal Leak: Bloomberg Television

23 September 2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Diplomacy in New York raises hopes for an Iran breakthrough. Plus, Morgan Stanley’s confidential deal leak, Royal Caribbean’s $3 billion Sandals bet, and the CEOs of PG&E and Ben & Jerry’s join Bloomberg Open Interest in the C-Suite. Chapters: 00:00:00 - Open Interest 00:01:35 - Iran Talks, Strait of Hormuz & U.S.-China Summit Stakes 00:05:26 - Trump-Xi AI Agenda, Open Source Risks & China Competition 00:10:28 - General Mills, Consumer Spending & Retail Pricing Pressure 00:13:38 - High Interest | Greenland, Texas, Goldman Sachs 00:16:30 - SoftBank's $11B AI Bond Raise, Credit Risk & Private Markets 00:23:32 - Beata Kirr Northern Trust Wealth Management | AI agents threaten customer stickiness 00:32:28 - Top Calls | Microsoft, Novo Nordisk, PG&E 00:33:26 - Kate McShane Goldman Sachs | Consumer Health, Holiday Spending & Retail Strategy 00:39:17 - Morgan Stanley's Accidental Deal Leak & Wall Street Fallout 00:43:58 - Emily Bowersock Hill Bowersock Capital Partners | Why Rising Yields Threaten Stocks 00:53:42 - High Interest | Morgan Stanley, UBS, Royal Caribbean 00:58:59 - Martin Whittaker Just Capital | AI Safety, Voter Sentiment & U.S.-China Competition 01:05:59 - Patti Poppe PG&E | AI data center power demand 01:16:09 - ochanan Senf Ben & Jerry's | Climate and democracy initiatives 01:23:54 - Iran Negotiations, Trump-Xi Meeting & Global Trade Outlook

#wallstreet #walmart #tesla - This is a once in a generation opportunity in the markets: Nancy Tengler: Fox Business Clips

23 September 2026

Laffer Tengler Investments CEO Nancy Tengler shares her top stock picks for 2026, including Walmart and Tesla. Tengler also analyzes rising interest rates and the U.S. national debt climbing above $40 trillion.

#oil #markets #investment - Oil Falls as Trump Claims ‘Very Good’ Iran Talks After Annihilation Threat: Bloomberg Television

23 September 2026

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. President Donald Trump said US officials had “very good” talks with Iranian envoys in New York, reviving fragile hopes for a new diplomatic off-ramp hours after he again threatened to annihilate the country. Trump's Iran comments put oil on track for its longest losing streak in more than a year. Crude prices also eased as Saudi Arabia moved to restart a key pipeline. And Ukrainian President Volodymyr Zelenskyy, after a meeting with US President Donald Trump in New York, said he was ready for an energy truce with Russia as a first step toward ending the war, provided Moscow stopped its own attacks on Ukraine’s infrastructure. Today's guests: Charlotte de Montpellier, ING, Senior Economist, France and Switzerland; Lizzy Galbraith, Aberdeen, Senior Political Economist. Chapters: 00:00:00 - Daybreak Europe 00:03:55 - Trump Hails ‘Very Good’ Iran Talks After Annihilation Threat  00:09:12 - Nagel: ECB May Need Mildly Restrictive Rates 00:13:47 - Swiss Parliament to Vote on Capital Requirements 00:17:54 - Zelenskyy: Ready for Energy Truce 00:22:36 - Stubb: Russia-Ukraine Need 'Tansactional Deal' 00:26:21 - Global Flash PMI Data Due 00:27:23 - Charlotte de Montpellier, ING, Senior Economist, France and Switzerland 00:34:28 - Burnham: Russia 'Spreads Lies and Disinformation' 00:40:08 - Lizzy Galbraith, Aberdeen, Senior Political Economist

#wallstreet #investment #markets - Bloomberg Surveillance 9/22/2026: Bloomberg Television

22 September 2026

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." 00:00 Oil Retreat, Bond Rally and AI Resurgence 05:26 Yields Can Fall on Good Oil News, Bad Eco Data — Kelsey Berro, JPMorgan Asset Management 17:39 Oil Market to Stay Elevated Through 2027 — Paul Sankey, Sankey Research 31:50 AI Makes True Diversification Harder to Find — Martin Horne, Barings 42:05 Trump-Xi Summit Is About Stability, Not a Reset — Kelly Ann Shaw, Former White House Trade Adviser 52:54 Markets Are Pricing Too Many Fed Hikes — Geoffrey Yu, BNY 1:06:23 White House Unlikely to Ban Diesel Exports — Tobin Marcus, Wolfe Research 1:17:46 US May Be Fighting the Wrong AI War With China — Rumman Chowdhury, Humane Intelligence 1:29:32 Fed May Sacrifice the Two-Year to Stabilize Bonds — Vishal Khanduja, Morgan Stanley Investment Management 1:40:42 Long-Term Bonds Are Losing Their Portfolio Ballast — Mike Pyle, BlackRock 1:52:56 Meta's Muse Is a ‘New Dawn’ for Consumer AI — Ken Gawrelski, Wells Fargo 2:05:05 75 Basis Points of Fed Hikes May Be the Minimum — Robert Sockin, PGIM 2:19:33 Rate Hikes Won't Stop the AI Spending Race — Dan Greenhaus, Solus Alternative Asset Management