The Close: AI Trade Revives Ahead of Big Tech Earnings, UPS Raises Guidance, and the Fed Holds Steady

Bloomberg's "The Close" takes viewers from the market open through the closing bell, tracking a second straight advance for the S&P 500 as the AI trade returned and investors looked ahead to Microsoft and Alphabet results and the Federal Reserve's policy decision. The program pairs real-time market coverage with analyst interviews, an exclusive sit-down with UPS's CEO at its Atlanta headquarters, and live reporting from Jerusalem.

■ Market Open to Close
- Index performance, 10-year yields, oil prices and the Israeli vote
- Boeing's delivery shortfall, Meta's share sale and PayPal's quarter

■ AI, Tech and Macro
- Morgan Stanley on semiconductor volatility, capex and quality rotation
- Sheila Gulati on Azure, Anthropic's S-1 and Microsoft's buyout plan
- Goldman Sachs on AI exposure across asset classes
- Gold strategy, FOMC expectations and balance-sheet task forces

■ Earnings and Live Interviews
- UPS CEO Carol Tome on healthcare logistics and the Amazon pullback
- Top analyst calls plus after-hours reads on Visa, Robinhood and Seagate
- Israel's exit polls and luxury travel demand with Montage International

This is aimed at investors, market professionals and business news followers who want one session's full picture in a single sitting. Viewers come away with a map of the quarter's dominant themes, the questions analysts are putting to big tech, and a checklist of what to watch over the following 24 hours.