Chip Stocks Bounce as Yields Retreat From Highs | The Close 5/19/2026

Watch on YouTube ↗  |  May 19, 2026 at 22:32  |  1:30:13  |  Bloomberg Markets
Speakers
Ankur Crawford — Head of Digital Assets, VanEck
Ross Gerber — CEO, Gerber Kawasaki Wealth Management
Brett Winton — Chief Futurist at Ark Investment Management
Simeon Siegel — Senior Managing Director and Senior Analyst of Retail and E-Commerce at Guggenheim Partners

Summary

The episode covers market declines amid rising long-term Treasury yields and geopolitical tensions, with a focus on AI optimism ahead of NVIDIA earnings. Guests express bullish views on NVIDIA and AI infrastructure, while Ross Gerber highlights Bloom Energy for power needs and Brett Winton sees opportunity in Rocket Lab. Retail earnings show mixed signals with off-price winners, and Saks Global CEO details bankruptcy emergence.

  • Rising 30-year yields to 5.2% pressure equities and raise structural concerns.
  • NVIDIA earnings expected to show 70%+ revenue growth; guests bullish on demand.
  • Ross Gerber adds Bloom Energy as beneficiary of AI power demand.
  • Brett Winton views Rocket Lab as attractive public space play.
  • Retail earnings show off-price retailers like TJX and Ross gaining traffic.
  • Saks Global CEO outlines plan to emerge from bankruptcy with profitability.
  • Byron Allen acquires Buzzfeed and targets free streaming competition with YouTube.
  • Geopolitical tensions and oil prices remain key macro risks.
Trade Ideas
Ankur Crawford Head of Digital Assets, VanEck 3:35
NVIDIA demand strong, token usage accelerating
NVIDIA's demand is very strong, with token usage doubling every two weeks and accelerating over the last four to five months. As long as demand is strong, NVIDIA will benefit regardless of exact earnings beat. Interest rates are not a threat because companies use low-cost convertible debt. The transition to inference does not threaten NVIDIA because frontier chips are always the most efficient.
NVDA HIGH
Ross Gerber CEO, Gerber Kawasaki Wealth Management 62:27
Bloom Energy benefits from AI power demand
Power and energy infrastructure is critical for AI data centers. Bloom Energy provides innovative technology powering data centers and is a key holding added to the fund. The massive suck of power and energy creates enormous opportunity in companies like Bloom Energy.
BE HIGH
Brett Winton Chief Futurist at Ark Investment Management 67:24
Rocket Lab gains from space growth
Rocket Lab is an interesting public company offering launch services. The declining cost to launch (from $10,000/kg to under $1,000 and eventually under $100) creates a lot of business opportunity that did not exist five years ago, benefiting space companies.
RKLB MED
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This Bloomberg Markets video, published May 19, 2026, features Ankur Crawford, Ross Gerber, Brett Winton discussing NVDA, BE, RKLB. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ankur Crawford, Ross Gerber, Brett Winton  · Tickers: NVDA, BE, RKLB