AI Fears Rattle Wall St., Safe Havens
Channel: Bloomberg Television
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Read a transcript preview of “AI Fears Rattle Wall St., Safe Havens” from Bloomberg Television, uploaded on 2026-11-05.
Transcript preview
Language: English (creator captions)
[0:01] SCARLET: FROM NEW YORK CITY FOR OUR VIEWERS WORLDWIDE, I AM
[0:01] SCARLET FU. "BLOOMBERG REAL YIELD" STARTS
[0:05] RIGHT NOW.
[0:16] COMING UP, THE SELLOFF IN CHIP STOCKS GAINING STEAM, FUELING A
[0:19] STAMPEDE TO SAFETY, PUSHING U.S. TREASURIES HIGHER.
[0:24] AFTER DEMOCRATS SWEEP TO POWER, CLINCHING BOTH CHAMBERS OF
[0:26] CONGRESS AND TURNING A SWATH OF STATES BLUE, INVESTORS ASSESSING
[0:30] HOW THE SHIFT IMPACTS THE AD BUILDOUT.
[0:35] APPLE PLANNING TO RAISE $7 MILLION FOR THE FIRST INVESTMENT
[0:36] GRADE OFFERING IN MORE THAN A YEAR, JOINING META, MICROSOFT,
[0:42] ORACLE, AND ALPHABET, TAPPING THAT-DDEBT MARKETS.
[0:48] YOU HAVE A SELLOFF IN EQUITIES WITH THE BENCHMARK INDEXES DEEP
[0:52] IN THE RED. NASDAQ 100 LOWER BY 5.1%.
[0:58] I WANT TO POINT YOUR ATTENTION TO THE PHILADELPHIA
[1:00] SEMICONDUCTOR INDEX, LOWER BY ALMOST 10% ON THE DAY.
[1:03] ALL 30 MEMBERS ARE LOWER. THE BEST PERFORMING NAME IN THE
[1:09] NEXT IS INTEL, AND THAT STOCK IS DOWN 5%.
[1:12] THE WORST-PERFORMING NAME, SEVERAL LABS, DOWN 18%.
[1:16] RUSSELL 2000 IS RELATIVELY UNSCATHED IN THAT IT IS DOWN
[1:21] 3.6% COMPARED WITH THE NASDAQ'S 5%-PLUS DECLINE.
[1:25] HERE IS THE IMPACT ON TREASURIES ACROSS THE CURVE.
[1:29] TREASURIES PUSHING YIELDS LOWER. TWO-YEAR YIELD DOWN TO 4.49%.
[1:36] 10-YEAR YIELD LOWER BY FIVE POINTS, 5.7 BASIS POINTS, THAT
[1:43] IS. AND LET'S TAKE A LOOK AT THE
[1:47] RELATIONSHIP BETWEEN TREASURIES AND OIL.
[1:53] WHEN THE DEMOCRATS DISRUPTED TO POWER ON TUESDAY, THE KNEE-JERK
[1:56] REACTION WAS A PLUNGE IN OIL PRICES, PUSHING YIELDS LOWER.
[2:00] WITH INVESTORS WAGERING THE DEMOCRATS WILL PUSH FOR QUICKER
[2:05] END TO THE IRAN WAR WHILE THE WHITE HOUSE'S TAX