Closing Bell

One of the biggest earnings days of the season puts Google, Microsoft and a host of other major companies in the spotlight. Bespoke’s Paul Hickey breaks down the market setup and what investors should watch as results roll in. Our Brian Sullivan sits down with Treasury Secretary Scott Bessent for his first comments after the latest Fed decision. Evercore ISI’s Mark Mahaney reacts to Alphabet’s results and what they reveal about AI spending, cloud growth and advertising demand. Jefferies’ Brent Thill digs into Microsoft’s quarter and what it signals for the broader software and AI trade. Meantime, earnings from Ford, FedEx, Chipotle and other major companies offer fresh clues about the economy and consumer spending. Hickey returns to assess the market reaction and whether the latest results can keep the rally going.

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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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Guggenheim’s Eric Mandl breaks down the financing behind the AI boom and why capital remains available despite growing concerns about the cost of the buildout. Wells Fargo’s Darrell Cronk and Goldman Sachs Asset Management’s Tim Urbanowicz assess the broader market and where investors should position ahead of the Fed. Wedbush’s Matt Bryson reacts to Seagate earnings and what the results signal for memory demand and AI infrastructure spending. Bank of America’s Aditya Bhave explains why he still expects a Fed rate cut tomorrow. Meantime, Morgan Stanley’s Ariana Salvatore looks ahead to the midterms and the policy implications for markets as economic concerns reshape the political landscape. Plus, a look at the home remodeling slowdown and what strong World Series ratings mean for the media 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.

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.

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