Closing Bell

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 sector.

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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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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.

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.

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 of the Fed and what rising yields could mean for equities.

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