Closing Bell

Markets head into the holiday weekend with investors balancing Fed speculation, rising valuations and questions about the consumer. Our Matthew Peterson weighs in Kevin Warsh's confirmation and what changes could be ahead. Cameron Dawson, CIO at NewEdge Wealth, joins to debate whether investors should favor stocks or bonds from here. Nasdaq Private Market CEO Tom Callahan discusses soaring valuations and the company's new partnership with Polymarket. The focus turns to inflation and the consumer: Ron Shaich, Chairman of Cava, discusses food prices heading into Memorial Day weekend and explains how consumers are adapting to persistent inflation pressures. Plus, the growing race to bring more ETFs to market and closes with a look at the changing economics of entertainment as Julia Boorstin asks whether Star Wars movies still carry the same box office force they once did. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How long can this rally last? Trivariate's Adam Parker. Robinhood's Stephanie Guild and Solus' Dan Greenhaus tell us what they think. Plus, former Dallas Fed President Richard Fisher tells us what he is expecting from a Warsh-led Fed. And, is bitcoin fundamentally broken? Oliver Renick tells us why the options market may hold the answer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Michael Kantrowitz of Piper Sandler assesses the broader market backdrop and where leadership may emerge next. Retail earnings stay in focus: Chris Horvers of JPMorgan explains what recent reports reveal about the consumer and spending trends across the economy. Workday, Zoom, Deckers, Ross Stores and Take-Two Interactive all add fresh signals across software, retail and gaming. Our Kate Rooney reports on the next big private market story involving OpenAI while Alex Kantrowitz discusses AI policy, IPO dynamics and the latest developments across the sector. Ashok Bhatia of Neuberger Berman examines whether the debt fueling the AI boom could become a problem for bond markets. 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.

What's riding on Nvidia? We discuss with Intelligent Alpha's Doug Clinton, Requisite Capital's Bryn Talkington and Bernstein's Stacy Rasgon. Plus, OpenAI is racing to go public. We discuss all the details with Big Technology's Alex Kantrowitz. And, top technician Jeff DeGraaf is flagging two parts of the market he's extremely bullish about right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Kristina Partsinevelos breaks down why chips look overbought and overstretched and what it means for the broader AI trade. Brij Khurana of Wellington Management explains the latest move in bond yields and what fixed income markets are signaling about growth and inflation. Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, assesses the broader market backdrop and where investors should position next. Google takes center stage after its latest I/O event. Our Mackenzie Sigalos is live on the scene, highlighting highlights key announcements while Mark Mahaney of Evercore discusses Google's push deeper into AI and why the stock is approaching a $5 trillion market cap. Plus, China's humanoid robot push. Our Eunice Yoon reports on a new robotics school designed to accelerate development. Chad Anderson of Space Capital previews a possible SpaceX IPO prospectus and what it could mean for private markets and investor demand. Finally David Bellinger previews earnings from Target and Walmart and what they could reveal about the state of the consumer. Our Contessa Brewer closes the show with the latest on Polymarket's deal with Nasdaq and the growing role of prediction markets in finance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the momentum trade in jeopardy of further declines? We discuss with Solus' Dan Greenhaus and Sofi's Liz Thomas. Plus, private equity pain is spilling into the NFL. Mike Ozanian breaks down the big money. And, Goldman's Chief US Equity Strategist Ben Snider tells us what's at stake for the market as we gear up for Nvidia earnings tomorrow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Kate Rooney reports on Elon Musk losing his case against Sam Altman and OpenAI. John Belton of Gabelli Funds previews Nvidia's upcoming earnings report and where he is placing his bets. Bank of America reinstates bullish ratings on ServiceNow and Salesforce; the analyst behind the call, Tal Liani, breaks down the competition and where investors should focus. Alan McKnight of Regions and Kevin Gordon of Charles Schwab debate the market outlook and where investors should position from here. Plus, our Angelica Peebles reports on a sharp decline in Regeneron and what it means for biotech investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ed Yardeni made a big call for a rate hike in July. He joins us to explain his case. Plus – President Trump says he's postponing a “scheduled attack of Iran tomorrow.” We get instant reaction to that news from Hightower's Stephanie Link and JP Morgan's Meera Pandit. And, star venture capitalist Rashaun Williams from Value Investment Group tells us which company will be the clear winner in the AI race to go public. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Zervos of Jefferies examines the economic outlook and weighs in on Jerome Powell, Kevin Warsh and the direction of Fed policy. Our Eamon Javers and Eunice Yoon break down the latest U.S.-China dynamics including the difference in tone between the two leaders, Nvidia's position in the global AI race and tensions surrounding Taiwan. Our Morgan Brennan reports from Alaska alongside Energy Secretary Doug Burgum to discuss energy strategy, infrastructure and domestic production priorities. Jay Goldberg of Seaport breaks down the price action in chips this week and what a possible Samsung labor strike would mean for the industry. 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.

Markets climb and investors turn their attention to the next major AI IPO: Cerebras. Eric Vishria of Benchmark and a Cerebras board member joins to discuss why the company's debut matters for markets and what it could mean for the broader AI ecosystem. Keith Lerner of Truist explains what it means for the Dow to reclaim 50,000 and whether momentum can continue. Our Angelica Peebles reports on a key Alzheimer's trial from Biogen and what it could mean for biotech and drug development. Our Eamon Javers reports from China on the latest developments surrounding President Trump's meetings while Michael Froman of the Council on Foreign Relations analyzes what the U.S. may have gained and the implications for Taiwan and global trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does the Cerebras IPO say about the current state of the AI craze on Wall Street? We discuss with JP Morgan's Gabriela Santos, Humilis Investments' Brian Belski and Solus' Dan Greenhaus. Plus, we discuss the Fed's next era with Former Dallas Fed President Richard Fisher. He tells us what he thinks of Powell's legacy and what he expects from a Warsh-led Fed.  And, Intelligent Alpha's Doug Clinton tells us how he is playing the tech trade – with the Nasdaq at record highs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BlackRock's Jeff Rosenberg, explains why investors still can't fully hedge rate risk and what it means for portfolios. Eamon Javers reports from China as President Trump meets with leaders while Eunice Yoon adds the Beijing perspective. Cisco headlines earnings. Amit Daryanani of Evercore reacts to the results and what they signal for enterprise tech and spending trends. Our Kristina Partsinevelos previews the Cerebras IPO and explains why it could be the biggest deal of the year in AI infrastructure. Drew Pettit, U.S. Equity Strategist at Citi, makes the case for sticking with high momentum names that still have earnings support. Our Brandon Gomez breaks down how higher gas prices are starting to hit consumer behavior including beer sales and broader spending patterns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two key questions swirl as the tech trade continues to run – bubble trouble or don't fight the tape? Alger's Ankur Crawford tells us what she thinks. Plus, top wealth advisor Sherry Paul from Morgan Stanley breaks down the key parts of the market beyond tech that she's betting on right now. And, we drill down on two big stock stories of the day: Cerebras' IPO and a mega move from Alibaba. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Olaolu Aganga, Head of Portfolio Construction at Citi Wealth, breaks down positioning and where investors should focus next, plus what she's telling clients. Commodities take center stage with moves across copper, oil and agriculture shaping the broader trade. The show also explores emerging markets for power and energy infrastructure along with pressure in athleisure as Under Armour struggles. Mike heads to the dashboard to track wage growth and what it signals for the economy. Beeneet Kothari of Tekne Capital Management explains why Asian markets are hitting new highs and makes the case for Chinese tech as a key opportunity. Kate Rooney reports on Sam Altman's testimony and ongoing scrutiny in the AI space. Angelica Peebles examines uncertainty around the FDA and what it means for healthcare and biotech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner speaks to some of the biggest names on Wall Street live at the Sohn Conference in New York City. We bring you one-on-one interviews with famed short-seller Jim Chanos, Greenlight's David Einhorn, Avenue Capital's Mark Lasry and the great software investor Orlando Bravo of Thoma Bravo. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets wrestle with a powerful tech rally and potential skepticism around AI. Daniel Newman of Futurum Group argues the tech trade still has room to run while David Snyder of Journey 1 Advisors warns the AI bubble is set to burst. Our Meghan Cassella previews a key China-Xi meeting and highlights the CEOs planning to attend in Beijing. Then our Kristina Partsinevelos breaks down the upcoming Cerebras IPO and what it means for the next wave of AI infrastructure players. Chris Verrone of Strategas explains why the market continues to melt up but shows early signs of strain beneath the surface from a technical level. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Chip stocks extended their recent strength: Nvidia, Micron, Intel, Sandisk and more hit record highs. Tech also caught a bid. iCapital's Sonali Basak breaks down the market action. Fairlead's Katie Stockton on why she is calling for a breakout in Tesla. Apollo's Torsten Slok breaks down the AI impact on the labor market – and what it means for inflation. Plus, what's causing the recent rally in bitcoin with Pantera Capital's Cosmo Jiang. 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, Jon Fortt, Morgan Brennan 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 power through a heavy earnings slate. Charles Kantor of Neuberger highlights a sharp pickup in earnings growth and explain what it means for valuations and market leadership. Big names report across sectors. Coinbase, Airbnb, CoreWeave, DraftKings, Expedia, Gilead and Lyft all deliver results that shape sentiment across crypto, travel, tech and biotech. DraftKings CEO Jason Robins reacts to earnings and discuss the outlook for sports betting and consumer demand. John Kolovos of Macro Risk Advisors breaks down the technical picture and explains what the charts are signaling as markets digest the latest moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How should investors play the AI runway? We discuss with Requisite Capital's Bryn Talkington, Bank of America's Chris Hyzy and JPMorgan's Stephanie Aliaga. Plus, Anthropic revealed some eye-popping new growth numbers. We discuss and debate with venture capitalist and Anthropic investor Lo Toney. And, star analyst Mike Mayo joins us fresh off Citigroup's investor day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets push higher on the back of AI momentum and a fresh wave of earnings. Melius Research's Ben Reitzes examines whether the semiconductor trade can keep running as momentum builds across the space. Tom Hancock of GMO joins to break down how to play a market increasingly driven by AI concentration and where he still sees opportunity including semis, mega cap tech, healthcare and payments. Earnings results from Arm, DoorDash, Snap, Zillow and AppLovin shaping sentiment across tech, housing and consumer platforms. Yie-Hsin Hung, CEO of asset-management giant State Street Asset Management, discusses the growing push into private markets and what it means for investors. Jeremy Wacksman, CEO of Zillow, breaks down the state of housing and the company's outlook as the stock faces pressure this year. 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, Jon Fortt, Morgan Brennan 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.

S&P 500, Nasdaq notch fresh records as stocks push higher after the price of oil fell and Treasury yields eased lower. RBC's Lori Calvasina breaks down the market backdrop and where leadership is emerging. Semis take center stage with AMD earnings. Chris Rolland of Susquehanna gives instant reaction. Plus, a check in on a continued melt up across semiconductor names and what's driving the surge. Bob Michele, Head of Global Fixed Income at JPMorgan, joins to answer a key question: are rising rates the next threat to this rally. 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, Jon Fortt, Morgan Brennan 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 push through a busy earnings slate as investors weigh strong results and rising expectations. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, explains why the bar for earnings beats remains high and what it means for stocks from here. Instant analysis and reaction to Palantir earnings with Gil Luria of D.A. Davidson. Dennis Geiger of UBS looks ahead to McDonald's earnings and explains why he sees an attractive risk reward setup. Our Angelica Peebles reports on the next phase of the weight loss drug story as pills from Eli Lilly and Novo Nordisk begin to reshape the GLP-1 market and expand demand. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman's Tony Pasquariello breaks down his forecast for markets, earnings and much more. Plus, Vista Equity Group's Robert Smith joins David Faber from the Milken Conference with his take on the recent rally in software. And Strategas' Chris Verrone weighs in on the interest rate landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ayako Yoshioka of Wealth Enhancement Group talks positioning after a strong April and where investors should focus next. Oil stays front and center: Sam Margolin of Wells Fargo breaks down how energy stocks are reacting to Exxon and Chevron earnings. Katie Stockton of Fairlead Strategies analyzes the technical setup and whether recent momentum can continue.  Mike Santoli is in Omaha, NE ahead of Berkshire's annual meeting, previewing what to expect from CEO Greg Abel as he takes charge for the first time. Longtime Berkshire watcher Chris Bloomstran of Semper Augustus on what he is watching most closely tomorrow. Barbara Doran of BD8 Capital highlights the biggest winners and what's working in this market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How much momentum is left in this market? Fundstrat's Tom Lee tells us what he's thinking. Plus, Morgan Stanley's Erik Woodring breaks down his first take on Apple's earnings. And, Ed Yardeni tells us if he thinks investors should buy in May. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A critical round of earnings led by Apple—we bring you the numbers and instant analysis with Maxim Group's Tom Forte and Bernstein's Mark Newman. Venu Krishna, Head of U.S. Equity Strategy at Barclays, assesses the market backdrop and what this earnings cycle means for stocks. Memory names report earnings too. Amit Daryanani of Evercore reacts to developments across the space and what they signal for demand tied to AI and data infrastructure. Atlassian CEO Mike Cannon-Brookes joins the show to discuss growth, enterprise demand and the evolving software landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We discuss what's at stake from Apple's big report in Overtime with Alger's Dan Chung, Big Technology's Alex Kantrowitz and Wedbush's Dan Ives. Plus, one of the nation's top financial advisors – Chris Toomey of Morgan Stanley – tells us how he is advising his clients right now. And, we drill down on the massive move in Eli Lilly ahead of Amgen's numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta, Microsoft, Amazon and Alphabet all report quarterly earnings. The four companies represent more than 15% of the S&P 500. We bring you the numbers and instant analysis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Jerome Powell held his last news conference as head of the Federal Reserve – leaving rates unchanged. DoubleLine's Jeffery Gundlach breaks down his forecast for rates, gold, the economy and much more. And, it's a big day for mega-cap earnings. We discuss what's at stake with Requisite's Bryn Talkington, Odyssey Capital's Jason Snipe and Evercore's Mark Mahaney. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A wave of major earnings drives the market narrative: Visa, Seagate, Starbucks, Booking Holdings, Robinhood and more. Matt Bryson of Wedbush reacts to Seagate's strong quarter and what they signal for storage, AI demand and the broader tech cycle. Plus, the latest developments at OpenAI and what they could mean for competition across big tech and AI platforms. Steven Wieting, CIO and Chief Investment Strategist, assesses the broader market backdrop and how investors should position as earnings accelerate. Nick Setyan of Mizuho reacts to the Starbucks and outlines what it says about consumer demand and global growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New worries about OpenAI bringing up some new questions about the state of the tech trade. We discuss with Big Technology's Alex Kantrowitz. Plus, Former St. Louis Fed President James Bullard tells us what he is expecting from Fed Chair Powell's last Fed meeting. And, Goldman Sachs' Sara Naison-Tarajano breaks down what could supercharge earnings growth this quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets gear up for a wave of major earnings this week as trillions in market cap prepare to report. John Belton of Gabelli Funds previews the stakes for markets as earnings season ramps up. Anastasia Amoroso of Partners Group and Bob Elliott of Unlimited debate the outlook for markets, earnings, the Fed and policy risks. Healthcare moves into focus as Angelica Peebles reports on a potential new frontier in heart attack treatment while Goldman's Asad Haider looks ahead to pharma earnings like Lilly and Merck and what investors should expect. 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.

Our Steve Liesman reports the latest regarding the Powell probe while former Dallas Fed President Richard Fisher weighs in on what it means for the Fed and market confidence. Warren Pies of 3Fourteen Research lays out a bold call: upgrade equities, downgrade bonds and stay long oil. The episode also examines how geopolitical tensions are showing up in corporate earnings. Companies like Procter & Gamble warn of rising commodity costs and growing profit pressure tied to global instability. Adam Crisafulli of Vital Knowledge previews what he calls the most important week of earnings and explains what investors should watch. Intel takes focus as a stock of the week. Frank Lee of HSBC explains why he upgraded the name ahead of earnings—and its more than 20% jump higher. Our Angelica Peebles breaks down new GLP-1 prescription data and the growing valuation gap across healthcare as the weight loss drug market continues to evolve. 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.