Stocks Fall as Bond Yields Rise | The Close 8/20/2026

Original author：Bloomberg Television

Original source：https://www.youtube.com/embed/NtIpxsMIe_8

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 Rockefeller Global Family Office CIO Jimmy Chang, Agility Robotics CEO Peggy Johnson, UBS Equity Research Analyst Michael Lasser, LVMH North America Former Chairman Pauline Brown, Laffer Tengler Investments CEO & CIO Nancy Tengler, Telsey Advisory Group CEO & Chief Research Officer Dana Telsey, J&J Snack Foods CEO Dan Fachner, & Open Machine CEO Allie Miller. Chapters: 00:00:00 Bloomberg The Close 00:03:25 Rockefeller CIO on Global Yields, Debt & AI Financing 00:11:00 Agility Robotics on Humanoids, IPO Plans & China 00:17:15 Top Calls 00:18:09 Walmart's Sales Slowdown & the Consumer 00:22:24 Luxury Spending, Estée Lauder & the High-End Consumer 00:23:41 Pauline Brown on LVMH, Ralph Lauren & Luxury Trends 00:33:10 Stock of the Hour: Deere Jumps on Improving Farm Outlook 00:35:20 Countdown to the Closing Bell 00:36:24 Nancy Tengler on Bond Vigilantes, Earnings & the Bull Market 00:43:25 Closing Bell 00:46:22 Ross Stores Earnings Beat & Shares Jump After Hours 00:48:10 Market Movers: Crypto Stocks & Deere 00:49:51 Biggest Losers: Walmart, Moderna & SpaceX 00:52:01 Breaking Down Ross Stores Earnings Report 00:55:19 TJX's Merchandise Missteps & Outlook 00:56:44 Broadcom's $60 Billion AI Chip Financing Talks 00:57:24 Ross Stores vs. Walmart: A Tale of Two Retailers 01:02:02 J&J Snack Foods on ICEE, Dippin' Dots & SuperPretzel 01:06:19 GLP-1 Drugs and the Future of Snack Foods 01:08:38 Bill Dudley Warns of a U.S. Stock Market Bubble 01:11:02 AI Capex, Financing & the Risk of Overcapacity 01:13:22 Is the AI Boom Following the Dot-Com Playbook? 01:16:21 Higher Yields, U.S. Debt & the Risk to the AI Boom 01:20:38 Allie Miller on AI ROI, Agents & Enterprise Strategy 01:23:45 What Companies Are Getting Wrong About AI 01:26:55 How Old-Economy Companies Are Reinventing With AI 01:29:18 What to Watch -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts