Closing Bell
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.
Closing Bell Overtime: Markets Face a Big Week as AI Takes Center Stage 10/26/26
Anthropic’s IPO filing puts the AI investment boom back in focus. Burnham Park’s Rohit Kulkarni breaks down what the S-1 reveals about the company’s financials and the biggest questions still facing investors. Niles Investment Management’s Dan Niles assesses the broader tech trade and where he sees opportunities as AI competition intensifies. Morgan Stanley Chief U.S. Economist Michael Gapen previews a packed week of economic data and what it could mean for the Fed and markets. Meantime, Citi’s Head of Healthcare Research Geoff Meacham looks ahead to major pharmaceutical earnings and the key catalysts for the se...
Closing Bell 10/26/26
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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Closing Bell Overtime: Markets Search for Opportunity After a Wild Week 10/23/26
Tech stocks wrap up a rough week as investors look for opportunities amid the selloff. Gabelli Funds’ John Belton breaks down what he’s buying and where he sees value across the sector. MoffettNathanson’s Craig Moffett examines SpaceX’s reported push into cellular infrastructure and what it could mean for wireless carriers and tower stocks. Meantime, Vital Knowledge’s Adam Crisafulli and Hirtle Callaghan CIO Brad Conger assess a volatile week for markets and the major catalysts ahead. Matthews’ Mark Headley discusses the emerging markets trade and where he sees opportunities overseas as Chinese stocks come under pressure.
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Closing Bell 10/23/26
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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Closing Bell Overtime: Tech’s Rally Comes Undone 10/22/26
Tech stocks tumble as Meta gives back a 6% rally and investors question the durability of the AI trade. Deepwater’s Gene Munster breaks down the selloff and what it means for the next phase of AI spending. Wedbush’s Matt Bryson reacts to Western Digital earnings and what the results signal for memory demand and the broader AI infrastructure buildout. DataTrek co-founder Nick Colas examines the surge in volatility and whether investors should brace for more turbulence. Meantime, Moderna shares sink while weakness spreads to Chinese tech stocks. BlackRock’s Jeff Rosenberg breaks down the latest bond market moves ahead...
Closing Bell 10/22/26
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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Big Tech Earnings Put the Rally to the Test 10/21/26
Meta, Tesla and IBM headline one of the biggest earnings days of the season. Jefferies’ Brent Thill breaks down Meta’s results and what they signal for AI spending, advertising and the broader tech trade. Evercore’s Julian Emanuel assesses the market reaction and whether earnings can keep stocks moving higher. T. Rowe Price portfolio manager Tony Wang digs into the latest tech results and what they reveal about demand across the AI ecosystem. Meantime, David Zervos, advisor to the Treasury Department, weighs the bond market and what the Fed’s next move could mean for investors.
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Closing bell 10/21/26
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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Closing Bell Overtime: 10/20/26
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.
Closing Bell 10/20/26
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.
Closing Bell Overtime 10/19/26
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.
Closing Bell: 10/19/26
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.
Closing Bell Overtime: 10/16/26
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.
Closing Bell: 10/16/26
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.
Closing Bell Overtime: 10/15/26
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.
Closing Bell: 10/15/26
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.
AI Trade Faces a Reality Check 10/14/26
Oracle and CoreWeave tumble as investors question the economics of the AI infrastructure boom. KeyBanc’s Jackson Ader breaks down the selloff and what it signals for the broader technology trade. DoubleLine CIO Jeffrey Sherman examines the volatile session in the bond market. Warburg Pincus CEO Jeffrey Perlman discusses the IPO market and the growing anticipation around Anthropic’s public debut as new revenue figures come into focus. Mizuho’s Jared Holz explains why money is rotating into healthcare and where he sees opportunity. Meantime, TCW Senior Portfolio Manager Eli Horton identifies his top picks for the AI buildout as inv...
Closing Bell 10/14/26
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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Closing Bell Overtime 10/13/26
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.
Closing Bell 10/13/26
Scott Wapner goes West! “Closing Bell” is live from the CAIS Alternative Investment Summit in Beverly Hills, California. Scott sits down with some of the biggest names including Vista Equity Partners CEO Robert Smith, CAIS Founder, Chairman & CEO Matt Brown and Fortress Investment Group’s Drew McKnight.
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Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26
Four years into the bull market, HSBC’s Max Kettner breaks down what’s driving the rally and whether stocks have more room to run. Bank of America’s Tal Liani explains his double upgrade of Salesforce as Wall Street reassesses the software trade. Meantime, Julia Boorstin reports on the latest developments surrounding Meta’s Muse while Kate Rooney examines Microsoft’s growing reliance on its own chips. Morgan Stanley Wealth Management’s Monica Guerra discusses rising geopolitical risks and the policy backdrop ahead of the midterm elections. Barclays’ Jason Goldberg previews bank earnings and what the results could reveal about t...
Closing Bell 10/12/26
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.
Closing Bell Overtime 10/9/26
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.
Closing Bell 10/9/26
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.
Closing Bell Overtime 10/8/26
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.
Closing Bell 10/8/26
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.
Data Centers, AI Spending and Higher Rates 10/7/26
Citi Wealth CIO Kate Moore explains why she remains pro-growth and pro-risk into year-end even as higher rates, inflation and geopolitical risks keep volatility elevated. Walker & Dunlop CEO Willy Walker discusses the data center boom, commercial real estate and whether local opposition could slow America’s AI buildout. KKR’s Henry McVey shares lessons from his recent global tour and makes the case that the investment cycle is becoming broader, more durable and potentially more inflationary as AI competes with defense, infrastructure and energy for capital. Telsey Advisory Group CEO Dana Telsey reacts to Levi Strauss earnings and what they...
Closing Bell 10/7/26
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.
Closing Bell Overtime 10/6/26
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.
Closing Bell 10/6/26
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.
Closing Bell Overtime 10/5/26
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.
Closing Bell 10/5/26
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.
Closing Bell Overtime: Nvidia hits all-time high 10/2/26
Charles Schwab’s Kevin Gordon breaks down whether the recent yield roadblock for stocks is beginning to clear. Former Council of Economic Advisers Chair Jason Furman weighs the latest jobs data and what it means for the Fed’s next move. Needham’s Laura Martin questions whether enthusiasm around Meta’s Muse has gone too far as investors weigh its early traction against rising capex, competition and monetization risk. CrowdStrike President Michael Sentonas looks back at a wild week for AI and what the latest developments mean for cybersecurity. Meantime, our Annika Kim Constantino examines the next big obesity drug opp...
Closing Bell 10/2/26
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Big Tech Is Back on the Buy List 10/1/26
Morgan Stanley Wealth Management’s Daniel Skelly breaks down the market as yields stay in focus and Wall Street adds several big-cap tech names to conviction lists. BofA’s Vivek Arya explains why he expects the AI spending boom to keep growing for years and what that means for semiconductors and the broader market. Jefferies’ Randy Konik reacts to Nike earnings and what the results reveal about the company’s turnaround and consumer demand. Brown Harris Stevens CEO Bess Freedman discusses the state of housing as Wall Street takes a fresh look at homebuilders. Plus, our Sharon Epperson breaks down a p...
Closing Bell 10/1/26
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.
Markets Close Out September With AI in Focus 9/30/26
Janus Henderson’s Seth Meyer breaks down the market setup as investors close the books on September. Wedbush’s Matt Bryson reacts to Micron earnings. Craft Ventures founder David Sacks discusses the latest developments in AI after attending this week’s White House summit. PEAK6 co-founder Matt Hulsizer and Apex Fintech Solutions CEO Bill Capuzzi explain the push toward 24/7 stock trading as Robinhood and Bruce Markets prepare to bring U.S. equities into the weekend. Rosenblatt’s Scott Devitt makes the case for Amazon after raising his price target.
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Closing Bell 9/30/26
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.
Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve
One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States’ most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country’s vital economic and financial secrets at risk. With exclusive access to new documents, audio, photos and text messages, CNBC's Senior Washington Corr...
A Wild Day of AI Developments 9/29/26
OpenAI’s Sam Altman and Sarah Friar are back in focus as the debate over the pace of AI development intensifies and we here directly from them at the company’s DevDay. President Trump convened an AI summit of heavy hitters at the White House. Tusk Ventures’ Bradley Tusk weighs in on if they agreed to anything worthwhile. RBC Capital Markets’ Lori Calvasina breaks down growing consumer concerns and what they could mean for the market. BetMGM CEO Adam Greenblatt discusses why the company is staying out of prediction markets as competition across betting heats up.
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