Bloomberg senior White House correspondent Josh Wingrove previews President Trump's speech at a Mack Truck facility in Pennsylvania. Then, Mary Ann Bartels, chief investment strategist at Sanctuary Wealth breaks down market reaction as AI stocks drive major indexes down. Plus, Katherine Kostereva, CEO of Creatio, dives even deeper into AI potential as companies revise workflow to incorporate new technology. Then, Sean Gadd, CEO of pool company Latham Group, gives a check on the state of the American consumer and who has the discretionary spending to build a swimming pool. Chapters: 00:00:00 - Bloomberg Businessweek Daily 00:03:15 - Wall Street Reality Check and AI Trade Reversal 00:06:10 - Trump in Pennsylvania & Economic Messaging 00:10:08 - Washington Politics with Josh Wingrove 00:15:15 - Market Strategy: Is the AI Trade Overdone? 00:19:45 - Semiconductor Stocks and Valuation Debate 00:30:00 - Creatio CEO on Enterprise AI and Automation 00:39:50 - Latham Group CEO: Consumer Demand & Pool Business 00:44:30 - Housing, Rates and Discretionary Spending 00:48:00 - FedEx, Transportation Stocks & Economic Signals 00:50:05 - Retail Watch: Best Buy and Consumer Trends -------- 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