Bloomberg The Close: Record Tech Stocks, Rising Treasury Yields, M&A, and Global Market Risks

Bloomberg's The Close reviews the U.S. market close, focusing on record highs in major tech indexes, multi-decade Treasury yield levels, oil and currency moves, and a series of large corporate deals. It also features strategist and policy expert interviews on inflation, Fed policy, AI spending, and international political risks.

■ Market Overview
- Nasdaq 100 hits record high while S&P 500 nears record; 10-year Treasury yield around 5.3%; 30-year yield at 5.66%; oil falls about 2%; euro weakens.
■ Investment Strategy
- CIO discusses persistent inflation, federal debt, bond selloff, overweight equities relative to bonds, AI capex monetization, and active fixed income opportunities.
■ Company and Sector News
- Analyst calls on Estee Lauder, DraftKings, and Microsoft; Apple's AI positioning versus Meta's Muse agent; CH Robinson's RXO acquisition; PTC/Schneider Electric deal; Amazon Prime Big Deals Days; BabyList showroom.
■ Policy and Global Risks
- Former Boston Fed president on the rate path and Fed independence; French debt crisis and euro weakness; Brazil election and Latin America investment outlook.

Suited for investors, market watchers, and business news audiences, it provides a concise roundup of daily market drivers, expert perspectives, and key themes to monitor.