Podcasts about Closing Bell

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Closing Bell

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Best podcasts about Closing Bell

Latest podcast episodes about Closing Bell

Closing Bell
Closing Bell 8/15/25

Closing Bell

Play Episode Listen Later Aug 15, 2025 51:26


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, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Closing Bell
Closing Bell Overtime: Trump–Putin Meet in Alaska, Fed Outlook & China Slowdown 8/15/25

Closing Bell

Play Episode Listen Later Aug 15, 2025 42:46


Kristina Partsinevelos sets the market theme before Rick Santelli breaks down bond market reaction to fresh economic data. Eamon Javers reports on the Trump–Putin meeting, followed by insight from former Defense Secretary Mark Esper.Gene Sperling, former NEC Director, discusses the economy and the Fed, while Adam Crisafulli of Vital Knowledge reviews the week that was and the week ahead. Beeneet Kothari of Tekne Capital examines China's economic slowdown, and Aneesha Sherman of Bernstein previews retail sales and earnings. 

Closing Bell
Closing Bell 8/14/25

Closing Bell

Play Episode Listen Later Aug 14, 2025 40:43


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.

Closing Bell
Closing Bell Overtime: Does Latest Inflation Data Throw a Wrench Into Plan For The Fed—And Markets? 8/14/25

Closing Bell

Play Episode Listen Later Aug 14, 2025 43:34


Kristina Partsinevelos opens with the market theme before Rick Santelli breaks down bond market reaction to the latest PPI. Steve Liesman explains what drove the number. Former Fed Governor Frederic Mishkin shares insight on the economy and the Fed's next steps.Earnings focus turns to Applied Materials, while our Leslie Picker covers 13F filings. Bob Elliott of Unlimited and Kristina Hooper of Man Group weigh in on market direction, and Chris Retzler of Needham highlights a big week for small caps. Angelica Peebles reports on Eli Lilly raising Mounjaro prices in Europe in response to Trump's pressure. 

Closing Bell
Closing Bell: Navigating New Highs 8/13/25

Closing Bell

Play Episode Listen Later Aug 13, 2025 43:13


The story continues to be the broadening as tech takes a slight breather today. Plus, another booming IPO could be a big signal for the overall outlook for stocks. We discuss with Trivariate's Adam Parker, Charles Schwab's Kevin Gordon and Mike Rode from American Century Investments. BTIG's top technician out with a fresh note on small caps today. He joins us with what's behind his call. Lo Toney from Plexo Capital tells us how he is navigating the tech space with the Nasdaq at new highs. And, Anastasia Amoroso from Partners Group tells us whether she thinks this is really one of the best environments we've seen in some time for investing in stocks and bonds. 

Closing Bell
Closing Bell Overtimes: Fast Casual Fallout & AI Eating Software? Plus Centerview Partners Co-President On Dealmaking 8/13/25

Closing Bell

Play Episode Listen Later Aug 13, 2025 43:38


Kristina Partsinevelos sets the day's market theme before Rick Santelli covers bond market reaction. Paul Hickey of Bespoke Investment discusses weakening breadth, while Ben Reitzes of Melius Research examines the software slump and the role AI is playing.Earnings spotlight includes Cisco, plus Kate Rogers on the fast casual sector's troubles with Danilo Gargiulo of Bernstein analyzing Cava's crash and where to find value in the restaurant sector. Centerview Partners co-president Tony Kim weighs in on a bullish environment for IPOs and dealmaking – and if it can continue. 

Closing Bell
Closing Bell Overtime: Markets React to Light CPI, CoreWeave Earnings & IPO Buzz 8/12/25

Closing Bell

Play Episode Listen Later Aug 12, 2025 43:35


Kristina Partsinevelos breaks down the day's market theme before Rick Santelli covers bond market moves following a lighter-than-expected CPI report. Daniel Hornung, former Deputy Director for the National Economic Council, shares his economic take, while earnings coverage includes CoreWeave and Cava.Jim Paulsen of Paulsen Perspectives and Sam Stovall of CFRA Research weigh in on market trends, and Nick Del Deo of MoffettNathanson reacts to CoreWeave's results. Tanaya Macheel discusses bullish IPO pricing expectations, and c3.ai CEO Tom Siebel addresses a major revenue miss.

Closing Bell
Closing Bell: How Far Can This Rally Go? 8/12/25

Closing Bell

Play Episode Listen Later Aug 12, 2025 43:10


The record run resumed with new questions about how far this rally can really go? Blackrock's Rick Rieder gives us his take. Plus, former Dallas Fed President Robert Kaplan tells us what he thinks the Fed should do about interest rates. And, 3Fourteen's Warren Pies tells us where he thinks stocks are heading – as we near another record close. 

rally fed blackrock closing bell rick rieder warren pies dallas fed president robert kaplan
Closing Bell
Closing Bell Overtime: Curtiss-Wright CEO on Global Defense Spending & Nuclear Demand; Chips & Crackdowns: Nvidia in China 8/11/25

Closing Bell

Play Episode Listen Later Aug 11, 2025 43:37


Keith Lerner of Truist Wealth and Kevin Mann of Hennion & Walsh share their market outlook. Eunice Yoon reports on China's latest crackdown on Nvidia's H20 chips, followed by Dan Niles of Niles Investment Management on the profit impact for Nvidia and AMD.Curtiss-Wright CEO Lynn Bamford joins in her first broadcast interview in her role on global defense spending and the surge in demand for nuclear energy. Plus, Diana Olick on employers tightening return-to-office rules.

Closing Bell
Closing Bell Overtime: 8/8/25

Closing Bell

Play Episode Listen Later Aug 8, 2025 42:54


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.

Closing Bell
Closing Bell: Record Rally Rolling Over? 8/8/25

Closing Bell

Play Episode Listen Later Aug 8, 2025 42:50


How much more does this record-setting rally have in the tank? Is it already in the early stages of rolling over? We discuss with Tom Lee from Fundstrat, Payne Capital's Courtney Garcia and Ali Flynn Phillips from Obermeyer Wealth Partners. Plus, Renaissance Macro's Jeff DeGraaf tells us why he thinks stocks could feel some pain ahead. And, the White House is reportedly reviewing new contenders for next Federal Reserve Chair. Steve Liesman explains – and Vantage Rock's Avery Sheffield tells us what it could mean for the market. 

Closing Bell
Closing Bell: What Can Get Stocks Humming Again? 8/7/25

Closing Bell

Play Episode Listen Later Aug 7, 2025 46:24


The Wharton School's Professor Jeremy Siegel tells us what he thinks the next catalyst for stocks might be. Plus, Saira Malik from Nuveen is mapping out her market playbook. And, top technician Jason Hunter is highlighting three things he is watching that could signal a pullback for stocks. 

Closing Bell
Closing Bell Overtime: Warner Music Group CEO On Future of Music and Streaming; Firefly Soars in IPO Big Shifts 8/7/25

Closing Bell

Play Episode Listen Later Aug 7, 2025 42:46


Kevin Gordon of Charles Schwab and Victoria Greene of G Squared weigh in on the broader market picture, while earnings roll in from Block, Expedia, Dropbox, Pinterest, and more. Mizuho's Dan Dolev joins to break down the fintech landscape post-Block results, and Warner Music CEO Rob Kyncl joins to talk earnings and the bigger picture for the music industry. Plus: the Firefly IPO, the Lilly-Novo rivalry, and a White House push on private assets in retirement plans.

Closing Bell
Closing Bell Overtime: CEA Chair On Tariffs Deadline, Jobs Data; Tim Cook Visits White House, Announces New Investment Plan 8/6/25

Closing Bell

Play Episode Listen Later Aug 6, 2025 43:21


White House Council of Economic Advisors Chairman Stephen Miran weighs in ahead of the midnight deadline for tariffs ramping up. In Seattle, Jon sits down with Amazon's VP of AI & Compute, David Brown, to discuss the company's ambitions in artificial intelligence. Plus, Apple's $100 billion investment analyzed with Patrick Moorhead and Steve Kovach.

Closing Bell
Closing Bell: Apple's Tim Cook Head to the White House

Closing Bell

Play Episode Listen Later Aug 6, 2025 43:18


Tim Cook – CEO of Apple – is visiting the White House this afternoon. We discuss what is at stake for the company with Wedbush's Dan Ives and CNBC's Steve Kovach. Plus, Ashley MacNeill from Vista Equity Partners weighs in on the state of the IPO market. And, top technician Jonathan Krinsky of BTIG is flagging a downturn ahead. He tells us why. 

Closing Bell
Closing Bell Overtime: 8/5/25

Closing Bell

Play Episode Listen Later Aug 5, 2025 41:08


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.

Closing Bell
Closing Bell: Momentum Grinding to a Halt? 8/5/25

Closing Bell

Play Episode Listen Later Aug 5, 2025 42:52


Is this market just taking a breather before launching its next leg higher or has momentum grinded to a halt? We discuss with Trivariate's Adam Parker, Robinhood's Stephanie Guild and Truist's Keith Lerner. Plus, Morgan Stanley's Sherry Paul breaks out her private wealth playbook. And, Jim Stewart – who wrote the book on Disney – tells us what he is watching from that company's report tomorrow morning. 

Closing Bell
Closing Bell: The Future of the Rally 8/4/25

Closing Bell

Play Episode Listen Later Aug 4, 2025 46:18


New questions swirl about the heath of the US economy and whether the Fed will soon cut interest rates. We discuss with DoubleLine's Jeffrey Gundlach. Plus, we break down today's big bounce with Bank of America's Chris Hyzy and NewEdge Wealth's Cameron Dawson. And we set you up for all the big earnings in Overtime. 

Closing Bell
Closing Bell: Stocks Sell Off, Trump Calls for High-Profile Firing 8/1/25

Closing Bell

Play Episode Listen Later Aug 1, 2025 43:20


President Trump called for the Bureau of Labor Statistics Commissioner just hours after the agency reported slowing U.S. job growth. Allianz' Mohamed El-Erian gives us his first reaction to that breaking news. Plus, stocks sank in the final hour of trade. Morgan Stanley's Chis Toomey weighs in on that massive move – and tells us where he sees the recent rally headed. And, we hear from a star analyst following Apple's blowout numbers.  

Closing Bell
Closing Bell: Countdown to Apple and Amazon Earnings 7/31/25

Closing Bell

Play Episode Listen Later Jul 31, 2025 43:12


Tech investors anxiously awaiting results from Apple and Amazon in Overtime. We discuss what to watch with an all-star panel including Requisite Capital's Bryn Talkington, Odyssey Capital's Jason Snipe. Big Technology's Alex Kantrowitz and Mark Mahaney from Evercore ISI. Plus, JP Morgan Private Bank's Abby Yoder maps out where she sees the rally headed. And, Andrew Ross Sorkin joins Mike Santoli to discuss Figma's market debut. 

Closing Bell
Closing Bell Overtime: Amazon & Apple Headline Another Huge Day Of Earnings; Coinbase CFO On Latest Quarter 7/31/25

Closing Bell

Play Episode Listen Later Jul 31, 2025 43:42


A massive hour of results: Amazon reports and we break it down with Roth MKM's Rohit Kolkarni and BD8 Capital's Barbara Duran. Coinbase CFO Alesia Haas joins post-earnings and before the call. Apple posts a strong quarter. We hear insights from DA Davidson's Gil Luria and tech analyst Patrick Moorhead. 

Closing Bell
Closing Bell: July 30, 2025

Closing Bell

Play Episode Listen Later Jul 30, 2025 35:14


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.

Closing Bell
Closing Bell: What's Next for the Rally? 7/29/25

Closing Bell

Play Episode Listen Later Jul 29, 2025 42:34


What might hold the key to the next move in this rally? We discuss with Trivariate's Adam Parker, Invesco's Brian Levitt and Capital Area Planning Group's Malcolm Ethridge. Plus, we get a pulse check on the credit market with Mark Okada of Sycamore Tree Capital. And, top financial advisor Rich Saperstein tells us how he is advising his clients right now. 

rally invesco closing bell adam parker brian levitt malcolm ethridge
Closing Bell
Closing Bell Overtime: Nucor CEO Talks Earnings, Tariffs Impact; Mega-Merger In The Rails; CommVault CEO On Strong Quarter 7/29/25

Closing Bell

Play Episode Listen Later Jul 29, 2025 43:24


Markets digest a wave of earnings with Paul Hickey of Bespoke breaking down the trends. Visa, Starbucks, Booking Holdings, and Mondelez all report—with full team coverage. Nucor CEO Leon Topalian joins to discuss steel demand and economic signals. Evans May Wealth's Brooke May previews a packed Wednesday featuring Jay Powell and Big Tech. Plus, breaking down a mega-merger in the rails with CEOs of Union Pacific and Norfolk Southern and CommVault CEO Sanjay Mirchandani on what was behind the cyber company's strong quarter. 

Closing Bell
Closing Bell Overtime: How To Position As U.S.-China Talks Take Place in Stockholm; JPMorgan Upgrades Nike After More Than 12 Months On Sidelines 7/28/25

Closing Bell

Play Episode Listen Later Jul 28, 2025 43:16


Markets gear up for a critical week with trade, the Fed, and key earnings all on the table. Our Eamon Javers reports the latest from U.S.–China tariff talks in Stockholm, and Sameer Samana of Wells Fargo sets the big-picture scene. Longview Global's Dewardric McNeal joins on how to make sense of trade headlines, while JPMorgan's Matt Boss says it's time to “Just Buy It” on Nike. T. Rowe's Dom Rizzo previews a pivotal stretch for tech.

Closing Bell
Closing Bell: What Has Been Priced In? 7/28/25

Closing Bell

Play Episode Listen Later Jul 28, 2025 43:05


What's priced into the markets at the start of a week featuring the heaviest slate of tech earnings reports, a Fed meeting, a tariff deadline and a crucial jobs report? We discuss with our all-star panel of Solus' Dan Greenhaus, JPMorgan's Stephanie Aliaga and Strategas' Chris Verrone. Plus, Bill Miller IV tells us how he is playing the crypto space right now. And, we break down big move in Nike today – and the analyst call that's driving that action. 

Closing Bell
Closing Bell Overtime: Big Tech Technicals Ahead of Earnings; Does Palantir Rally Have More Legs? 7/25/25

Closing Bell

Play Episode Listen Later Jul 25, 2025 45:22


The S&P 500 notched a record high every day this week – the first time since November 2021. Our Kristina Partsinevelos breaks down the biggest movers, with Rick Santelli on the bond tape and Malcolm Ethridge of Capital Area Planning Group on the setup. Brent Bracelin of Piper Sandler weighs in on Palantir and his Street high price target. Meme stocks pop back up—Steve Sosnick of Interactive Brokers is on that. Plus, Katie Stockton sets up the charts ahead of Big Tech earnings.

Closing Bell
Closing Bell: The Road Ahead for the Fed 7/24/25

Closing Bell

Play Episode Listen Later Jul 24, 2025 43:03


President Trump expected to head to the Fed this afternoon. We discuss what's at stake with our Senior Economics Correspondent Steve Liesman. Plus, we discuss how to play the market right now with Trivariate's Adam Parker, JP Morgan's Meera Pandit and Wealth Enhancement's Ayako Yoshioka. And, Alger's Ankur Crawford  maps out how she is navigating the big tech space right now. 

Closing Bell
Closing Bell Overtime: Trump Tours Fed with Powell; CSX CEO On M&A Rumors 7/24/25

Closing Bell

Play Episode Listen Later Jul 24, 2025 52:07


President Trump toured the Fed's renovation alongside Chair Jerome Powell before taking questions from reporters. We break down all the angles with our Steve Liesman and Eamon Javers, as well as former Federal Reserve Vice Chairman Roger Ferguson on what it means. Plus, the market breakdown from Vital Knowledge's Adam Crisfulli and Citi's Scott Chronert. Intel earnings reaction with Bernstein's Stacy Rasgon. CSX CEO Joe Hinrichs on earnings and consolidation rumors in the industry.  

Closing Bell
Closing Bell: Alphabet & Tesla on Deck 7/23/25

Closing Bell

Play Episode Listen Later Jul 23, 2025 46:29


What lies ahead as Alphabet and Tesla get ready to report in Overtime? We discuss with Wedbush's Dan Ives and Odyssey Capital's Jason Snipe. Plus, the Wharton School's Jeremy Siegel says things will be better for the Fed if Chair Powell steps down. He explains why. And we tell you what to watch when Chipotle and IBM report after the bell. 

Closing Bell
Closing Bell: Rally Running on Empty? 7/22/25

Closing Bell

Play Episode Listen Later Jul 22, 2025 42:43


Blackrock's Rick Rieder weighs in on the state of the market right now. Plus, meme mania is back. We drill down on the biggest movers with our all-star panel of Requisite Capital's Bryn Talkington and Capital Area Planning's Malcolm Ethridge. And, Intelligent Alpha's Doug Clinton maps out how he is playing the tech space this earnings season. 

Closing Bell
Closing Bell Overtime: Accidental Landlords & Alphabet Earnings Preview 7/22/25

Closing Bell

Play Episode Listen Later Jul 22, 2025 43:41


Innovator ETFs' Tim Urbanowicz lays out the market backdrop after earnings from Texas Instruments and Capital One. Our Pippa Stevens tracks natural gas moves. Evercore's Stephen Kim breaks down surging stock moves from DHI and PHM. Compass Point's Ed Engel downgrades Circle after the GENIUS Act. Crossmark's Bob Doll offers a broader view on bond moves and market leadership. Our Diana Olick reports on the rise of “accidental landlords.” Our Brandon Gomez reveals how U.S. spirits sales have cratered in Canada amid a tariff clash. Plus, Gil Luria of DA Davidson previews what to expect from Alphabet earnings.

Closing Bell
Closing Bell 7/21/25

Closing Bell

Play Episode Listen Later Jul 21, 2025 42:56


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.

Closing Bell
Closing Bell Overtime: Return of the IPO?; Getting Ready For Big Tech Earnings 7/21/25

Closing Bell

Play Episode Listen Later Jul 21, 2025 48:21


Schwab's Omar Aguilar shares his latest market outlook. Madrona's Matt McIlwain discusses whether the IPO window is opening—and why crypto companies are jumping into the public arena. Courtney Garcia of Payne Capital Management joins for a market check, and Truist's Patrick Scholes explains his downgrade of Royal Caribbean. Finally, T. Rowe Price's Tony Wang looks ahead to a crucial stretch for tech earnings.

Closing Bell
Closing Bell: 7/18/25

Closing Bell

Play Episode Listen Later Jul 18, 2025 50:00


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.

Closing Bell
Closing Bell Overtime: Coinbase CEO From White House After Crypto Bill Signed Into Law; Private Assets In Your 401(k)? 7/18/25

Closing Bell

Play Episode Listen Later Jul 18, 2025 42:34


A busy Friday show: Fidelity's Jurrien Timmer weighs in on the market mood while BD8's Barbara Doran breaks down the key earnings coming next week. Coinbase CEO Brian Armstrong joins from the White House after President Trump signed key crypto legislation into law. Our Leslie Picker breaks down why private assets likely won't flood 401(k)s—even if Trump clears the path. Citi's Jason Gursky previews defense earnings.

Closing Bell
Closing Bell 7/17/25

Closing Bell

Play Episode Listen Later Jul 17, 2025 43:04


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.

Closing Bell
Closing Bell Overtime: Alcoa CEO Exclusive; Trump Inches Closer To Firing Powell 7/16/25

Closing Bell

Play Episode Listen Later Jul 16, 2025 43:43


Our Steve Liesman and Jefferies' David Zervos break down the political and market implications as Trump inches closer to firing Fed Chair Jerome Powel. Key earnings include United Airlines and Alcoa. Alcoa CEO Bill Oplinger joins exclusively to react to his company's quarterly numbers. Jim Paulsen of Paulsen Perspectives questions why markets aren't more rattled, and MoffettNathanson's Robert Fishman previews Netflix ahead of results. Plus, bond market moves with Rick Santelli, and Tim Seymour weighs in on global markets, Apple, and Diageo. 

Closing Bell
Closing Bell 7/16/25

Closing Bell

Play Episode Listen Later Jul 16, 2025 42:24


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.

Closing Bell
Closing Bell 7/15/25

Closing Bell

Play Episode Listen Later Jul 15, 2025 49:46


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.

Closing Bell
Closing Bell Overtime: 7/14/25

Closing Bell

Play Episode Listen Later Jul 14, 2025 42:30


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.

Closing Bell
Closing Bell: 7/14/25

Closing Bell

Play Episode Listen Later Jul 14, 2025 43:11


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.

Closing Bell
Closing Bell: Mid-Summer Stall? 07/11/25

Closing Bell

Play Episode Listen Later Jul 11, 2025 43:16


Is the market's week-long pause working to refresh the bull for a further climb? Or is the market undergoing a midsummer stall as it did this time last year? We discuss with Avery Sheffield of Vantage Rock, Requisite Capital's Bryn Talkington and HSBC's Alastair Pinder. Plus, some big news in the fintech space breaking this afternoon – that group of stocks sinking midday. Top analyst Dan Dolev hops on the CNBC newsline with his instant reaction. And, one top technician highlights what he says are the three best charts in the market right now.  

Closing Bell
Closing Bell Overtime: 7/11/25

Closing Bell

Play Episode Listen Later Jul 11, 2025 42:56


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.

Closing Bell
Closing Bell: Time for Tim Cook to Depart? 7/10/25

Closing Bell

Play Episode Listen Later Jul 10, 2025 43:22


Longtime analyst Walter Piecyk making a stunning call that Tim Cook needs to go. We discuss with our Steve Kovach and Wedbush's Dan Ives. Plus, we get a shareholder's take with Malcolm Ethridge from Capital Area Planning Group. And, Former Fed Vice Chair Richard Clarida maps out his forecast for the fed. 

Closing Bell
Closing Bell Overtime: Microsoft President on How AI is Changing Our Workforce; AI Drives Citi's Higher S&P Target 7/10/25

Closing Bell

Play Episode Listen Later Jul 10, 2025 43:44


Citi's Drew Pettit defends his new 6300 year-end S&P target, arguing AI justifies premium valuations. Stephanie Link scans for strength Microsoft President Brad Smith on his company's $4B AI workforce plan and how AI is already changing the labor market. Plus, a leadership check on Apple, and our Kate Rogers with the latest on tariffs — and your coffee.

Closing Bell
Closing Bell: The Tech Takeoff 7/9/25

Closing Bell

Play Episode Listen Later Jul 9, 2025 41:49


Can tech continue to lead stocks higher? We discuss with Wharton Professor Jeremy Siegel, JPMorgan's Gabriela Santos and Obermeyer Wood's Ali Flynn Philips. Plus, top technician Jeff deGraaf charts out Nvidia's $4T record run. And, Elizabeth Burton tells us where she is finding opportunity in the second half. 

Closing Bell
Closing Bell Overtime: Nasdaq Notches Record Close As Nvidia Sets Market Cap Record 7/9/25

Closing Bell

Play Episode Listen Later Jul 9, 2025 43:42


Nvidia becomes the first company ever to hit a $4T valuation and the Nasdaq notched a record close. But is the rebound starting to feel stretched? Lori Calvasina of RBC joins with her take on positioning. Former USTR official Wendy Cutler on the latest trade headlines. Oppenheimer's Brian Schwartz on why he upgraded Microsoft and Jefferies' Sheila Kahyaoglu previews Delta's earnings.

Closing Bell
Closing Bell Overtime: Charles Schwab's Liz Ann Sonders On What's Next For Global Markets; JPM's Tusa On Top Picks 7/8/25

Closing Bell

Play Episode Listen Later Jul 8, 2025 43:27


A flurry of headlines from the Trump cabinet meeting pushes tariffs back into the spotlight — including a 50% levy on copper. Our Megan Cassella tracks the latest from Washington. Liz Ann Sonders of Charles Schwab joins to break down market momentum, and JPMorgan's Stephen Tusa weighs in on why industrials are the S&P's standout sector in 2025. Plus, Afsaneh Beschloss on global diversification and Katie Stockton on key technical levels three months after the market's last big pullback.

Closing Bell
Closing Bell: Tariff Turmoil 7/8/25

Closing Bell

Play Episode Listen Later Jul 8, 2025 41:34


Will tariff uncertainty hit the economy and the stock market? We discuss with Fundstrat's Tom Lee,  New York Life's Lauren Goodwin and Charles Schwab's Kevin Gordon. Plus, Rick Heitzmann from FirstMark Capital weighs in on the big thaw in the IPO market. And, American Century CEO Jonathan Thomas breaks down his second half playbook.