2026
Robert Cohen, Director of Global Developed Credit at DoubleLine, discusses the current corporate fundraising environment. He notes that despite ongoing capital raising activities in both debt and equity markets, companies—particularly high-quality ones—continue to maintain strong balance sheets and generate healthy cash flow. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)
2026
Gary Gensler, former chair of both the CFTC and SEC, discusses the capital markets and the regulatory challenges they face. The discussion highlights the anticipated surge in IPO activity in 2026, with reported estimates of capital raised reaching up to $75 billion. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)
2026
Broadcom Inc. shares fell in extended trading after the company delivered a disappointing forecast for artificial intelligence chip revenue, signaling its efforts to gain ground in the burgeoning industry are going more slowly than anticipated.
2026
Eric Kutcher, McKinsey senior partner and North America chair, said that the technology sector is the where the US remains the most vulnerable to offshore supply chain disruptions as the world up its reliance on semiconductor chips, servers and PCs built in China. Kutcher said that while the US doesn't currently have the manufacturing ability for many of these items, new 'generations' of tech innovation provide opportunity to build out the infrastructure. (Source: Bloomberg)
2026
Ruchir Sharma, chairman of Rockefeller International and founder and chief investment officer of Breakout Capital, joins to provide insight into the current market dynamics. Sharma references his Financial Times op-ed, arguing that despite strong tech sector profits driven by AI advancements, the earnings narrative may be less robust than investors perceive, suggesting emerging vulnerabilities in the market. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)
2026
Elon Musk’s SpaceX is poised to have the largest stock-market debut in history when it goes public later in June. SpaceX is aiming to raise $75 billion in the initial public offering, more than twice the previous record holder.
2026
South Korean President Lee Jae Myung’s party won a resounding victory in key local elections, piling pressure on opposition conservatives as they struggle to reinvent their party after the debacle of their former leader’s martial law decree.
2026
Asian stocks were poised for losses on Thursday as renewed clashes between the US and Iran added strain to a fragile ceasefire.
2026
Gil Luria, DA Davidson Head of Technology Research, discusses the outlook for Broadcom as the Nvidia alternative releases its latest quarterly data. (Source: Bloomberg)
2026
Gold held a decline after renewed hostilities between the US and Iran jeopardized talks to end the war, keeping energy prices and inflation risks elevated.