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Bloomberg Television

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  1. Bloomberg Television1h 30m

    Hot Inflation, AI Selloff & Anthropic IPO

    Tim Urbanowicz, Atsi Sheth, Debby Soo, Diane Swonk, Rob Holmes, Katy Kaminski, Gil Luria, Lauren Cassidy, Ron Kruszewski, Paul Segal, Willy Walker, Vonnie Quinn, Jess Mitten, Michael Shepard, Tim Stanavek, Carol, Vani

    Hotter-than-expected CPI data and hawkish comments from Federal Reserve Governors Waller, Bowman, and Logan drove Treasury yields higher while triggering broad market declines, with the Dow Jones outperforming the tech-heavy Nasdaq and semiconductor sector. Investors subsequently reacted to CoreWeave's post-market earnings beat and raised guidance by grappling with the company's high interest expenses and equity dilution risks alongside NVIDIA's falling price due to CEO Jensen Huang's ongoing investigations. The session concluded with strategic pivots across sectors as firms like Charter Communications announced debt buybacks, while policymakers debated future rate hikes and housing subsidies against a backdrop of intensing competition for data center capital.

  2. Bloomberg Television10 min

    AMD Surges 13% as Wall Street Revives AI Chip Trade | Closing Bell

    Vonnie Quinn, Scarlet Fu, Carol Massar, Tim Stenovec, Vani

    Following a broad-based rally where the S&P 500 gained 2.3% driven largely by a 6.9% surge in the semiconductor sector, market participants focused on upcoming CPI data that may influence a potential Federal Reserve interest rate hike before year-end. Skydance Media announced a $6 billion cost-cutting plan and a streaming bundle strategy, while Lucid Group secured a $1.75 billion loan despite reporting wider losses, contrasting with Rocket Lab's positive revenue beat and upgraded guidance. Despite the sector-wide strength, analysts warn that risks remain high due to concentrated positioning and mixed signals regarding the sustainability of the AI investment cycle.