Closing Bell

Vital Knowledge’s Adam Crisafulli and iCapital’s Sonali Basak break down the impact of rising yields and what they mean for the market’s next move. Oppenheimer’s Brian Schwartz explains why Microsoft is gaining ground as the company beefs up Copilot. Meantime, the latest AI developments send conflicting signals for Planet Fitness and Twilio. Brightshore Capital’s Tom Shapiro discusses what higher rates mean for real estate and where pressure could emerge. BMO’s Harsh Kumar previews Micron earnings and what the results could signal for memory, semiconductors and the broader tech trade.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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Deepwater’s Gene Munster breaks down the latest moves in Meta and where he sees opportunity as investors reassess the AI trade. HSBC’s Alastair Pinder looks at rising global yields and what they mean for equities around the world. Meantime, Oracle’s move to invoke force majeure on a massive New Mexico data center project raises fresh questions about the risks surrounding the AI infrastructure buildout. Longview Global’s Dewardric McNeal weighs the takeaways from the Trump-Xi meeting and what comes next for U.S.-China relations. BlackBerry CEO John Giamatteo discusses earnings, AI and the company’s growing au...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

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Yields shot up today with the 10-year reaching levels last seen in 2007. Stocks were lower, but by less than might be expected. Schwab’s Collin Martin breaks down what happens next before Wells Fargo’s Ohsung Kwon talks the equities impact. CRF’s Richard Haass previews the Trump-Xi summit. Our Diana Olick spoke with real estate mogul Richard LeFrak on what he sees in the commercial real estate market and the impact of higher rates. Mizuho’s Nick Setyan on the negative market reaction to McDonald’s investor day. NEPC’s Sarah Samuels on rates impact on private markets.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Citi Wealth’s Olaolu Aganga breaks down the market setup and where investors should look as AI continues to drive leadership. Our Kate Rooney reports on Anthropic’s new “safer” AI model and the intensifying U.S.-China battle over artificial intelligence. Zelman’s Alan Ratner discusses housing and KB Home earnings as investors also assess the latest from Lennar and Berkshire. UBS Global Head of Capital Markets Origination Gareth McCartney weighs the outlook for tech and capital markets as the AI investment boom continues.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informatio...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Niles Investment Management’s Dan Niles breaks down the return of the AI trade and where he sees the next winners as competition shifts across models, infrastructure and distribution. Morgan Stanley’s Ariana Salvatore examines the policy issues surrounding the Trump-Xi meeting and the implications for AI and U.S.-China relations. J.P. Morgan Asset Management’s Stephanie Aliaga explains why true diversification away from AI is becoming harder to find as the theme spreads across markets. Plus, a look ahead to McDonald’s investor day and what it could reveal about the consumer.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs’ John Flood breaks down the anxiety building beneath the market and whether investor positioning has become too cautious. Affirm CEO Max Levchin explains how the company is using AI to improve loan quality and what the technology means for the future of consumer lending. PIMCO’s Pramol Dhawan discusses emerging markets and where he sees opportunities across the globe. Meantime, 3Fourteen Research’s Warren Pies upgrades equities to overweight as the AI trade regains momentum and the Magnificent Seven hit new highs.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wealth Enhancement’s Jim Cahn breaks down the market setup after the Fed rate hike and where he sees opportunities from here. Barclays’ Jason Goldberg distills the biggest takeaways for financials from this week’s industry conference. BlackRock’s Russ Brownback explains what the latest bond moves mean for investors and whether this summer’s elevated yields signal a longer-lasting regime. Macro Risk Advisors’ John Kolovos reads the technical tea leaves across key markets. Plus, the latest incidents involving OpenAI and a look ahead at the next catalysts for markets.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors parse the Fed’s latest decision and what it means for the path ahead as stocks fell sharply during Kevin Warsh’s press conference. Paulsen Perspectives’ Jim Paulsen breaks down the market reaction while Janney Montgomery Scott’s Guy LeBas explains what the decision means for bonds and rates. Bank of America’s Ken Hoexter looks at transports and the impact of diesel prices on the sector as those names come under pressure. Barclays Chief U.S. Economist Marc Giannoni weighs whether the economy needs a rate hike. ON Semiconductor CEO Hassane El-Khoury discusses AI slowdown fears, the state of t...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fresh signs of an AI slowdown rattle markets and raise new questions about the investment boom. Capital markets feel the ripple effects as Leslie Picker examines what a slowdown could mean for the IPO pipeline. Jim VandeHei and Mike Allen, co-founders of Axios and authors of Simplify, discuss how AI is reshaping work and everyday life as Washington wrestles with the politics of the technology. KKR’s Henry McVey breaks down the market implications and whether the AI investment cycle can keep powering stocks.

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Oracle’s latest stumble puts the AI spending debate back in focus. Jefferies’ Brent Thill breaks down what’s ailing the stock and why it went from positive to negative in today’s session. Truist’s Keith Lerner discusses whether markets can keep shaking off risks as rate expectations shift. Meantime, former Lululemon CEO Christine Day weighs in on the athleisure slump and what it takes for consumer brands to stay relevant as competition heats up. Barclays analyst Dave Anderson breaks down energy services as oil, diesel and the broader energy complex move.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple takes center stage after its latest product event. Moor Insights & Strategy’s Patrick Moorhead breaks down the announcements and what they mean for Apple’s competitive position. Alex Kantrowitz weighs Meta’s latest moves around Muse and the company’s broader AI strategy. CrowdStrike CEO George Kurtz discusses the evolving cyber threat landscape live from Communacopia. Neuberger Berman’s Charles Kantor weighs momentum versus quality and where he sees opportunity in the market. Meantime, Mike Ozanian breaks down soaring NFL franchise valuations and the economics driving professional sports higher.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Citi Wealth’s Steven Wieting breaks down what the latest economic signals mean for markets while Interactive Brokers’ Steve Sosnick explains why PPI and CPI could determine the next move for rates and stocks. T. Rowe Price portfolio manager Tony Wang discusses Meta, the AI trade and where he sees opportunity across tech. Meantime, Kate Rooney reports on the latest from OpenAI and CFO Sarah Friar. MoffettNathanson’s Craig Moffett previews Apple’s big event and the first major test for CEO John Ternus. BTIG’s Jonathan Krinsky reads the technical tea leaves on the market’s next move.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The jobs report resets the debate around the economy, rates and the Fed. Apollo Chief Economist Torsten Slok breaks down the data and what it means for monetary policy after the market reprices the path ahead. Samsara CEO Sanjit Biswas discusses the company’s latest earnings and the outlook for connected operations and AI. Meantime, oil and diesel prices stay in focus as energy markets move. The show also digs into Robinhood, crypto and the growing tokenization trade. Bensignor Investment Strategies’ Rick Bensignor reads the technical tea leaves on whether markets are finding a bottom. Vital Knowledge’s Adam Crisaf...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Tech and AI stay at the center of the market conversation. Barclays’ Venu Krishna breaks down the latest trends in AI adoption and whether Meta is getting its strategy right. BTIG’s Janine Stichter reacts to Lululemon earnings and what the results say about the consumer. DataTrek’s Nick Colas looks at bond yields, Fed speak and the setup for the jobs report. Meantime, Kate Rooney reports on organized crime rings targeting valuable AI intellectual property. Cboe’s Mandy Xu explains what options and volatility markets are signaling about the next move for stocks. Guy Adami weighs the signals...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rising global yields put pressure on markets as investors head into September. BlackRock’s Kristy Akullian breaks down the market setup and what higher rates could mean for stocks. Evercore’s Amit Daryanani reacts to Dell earnings. Barclays analyst Saket Kalia digs into Palo Alto Networks’ results and what they signal for cybersecurity spending. Our Leslie Picker examines whether the data center boom is beginning to hit financing limits before Morgan Stanley’s Ariana Salvatore discusses the growing public pushback and what it could mean for the future of the industry.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It was a mixed August for the market. JPMorgan fixed-income guru Bob Michele breaks down some of what’s driving the moves across assets, including how the bond market could be playing a role in the wavering of some AI stocks. Meantime, Brookings’ Michael O’Hanlon sorts through the weekend geopolitical headlines and what it means for investors. Our Kate Rooney reports on OpenAI’s rapidly growing ads business before Evercore’s Mark Mahaney discusses divide between Meta and Alphabet. Our Mackenzie Sigalos reports on Tim Cook’s final memo and the challenges ahead for incoming Apple CEO John Ternus. Fair...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia delivers its best day of the year after earnings out Wednesday night. It added the equivalent of an Intel in market cap during the trading session. So is that the green light for investors to climb back into AI winners? Katie Klingensmith, Chief Investment Strategist at Edelman Financial Engines, breaks down the market outlook and where opportunities remain. Mark Zandi, Chief Economist at Moody’s, analyzes the economic outlook and the latest developments surrounding Fed Chair Kevin Warsh ahead of his first Jackson Hole speech as Fed chair. Dana Telsey of Telsey Advisory Group breaks down results from Ga...