Closing Bell

Investors weigh cooling rate pressures, AI investment and sector rotation. Torsten Slok, Chief Economist at Apollo, argues AI remains the biggest long-term risk to the economy while a softer jobs report eases pressure on the Fed. The show also examines what the data could mean for Fed Chair Kevin Warsh and the path of interest rates. Brett Winton of ARK Venture Fund explores reports that the government could take a stake in OpenAI and discusses what greater public involvement would mean for the AI race. The episode also examines the political implications surrounding AI policy and regulation with CFR’s Jonathan Hillman. Barbara Doran of BD8 Capital and Bob Elliott of Unlimited debate whether the market's rotation has staying power and where investors should position next. Plus, our Phil LeBeau breaks down the state of the electric vehicle market after Tesla's stock sold off following its latest delivery numbers. The episode closes with a look ahead at the next catalysts driving markets.

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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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Our Steve Liesman analyzes the market's reaction to the latest developments involving Fed Chair Kevin Warsh’s interview with our Sara Eisen. In the stock market, Meta takes center stage. Rohit Kulkarni of Roth explains why the stock stands out and what is driving renewed optimism around the social media and AI giant. Plus, key themes in healthcare and industrials. Ayako Yoshioka of Wealth Enhancement discusses where she sees opportunity as investors rotate across sectors. John Kolovos of Macro Risk Advisors analyzes the technical picture across the S&P 500, memory stocks, biotech and the U.S. dollar and identifies the levels investors should watch next. Plus, our Deirdre Bosa examines the growing trend toward owning personal AI models and infrastructure and what it could mean for consumers, technology companies and the next phase of the AI revolution.

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.

Chip stocks had their best quarter ever while big tech lagged. What’s ahead for the second half of the trading year? Venu Krishna, Head of U.S. Equity Strategy at Barclays, makes the case that the rally still has room to run and explains what could keep stocks moving higher. Nike headlines earnings. The show breaks down the results before Robert Drbul of BTIG analyzes what they reveal about consumer demand, inventory trends and the company's turnaround efforts. Paul Hickey of Bespoke assesses the market's next phase and explains what investors should watch as earnings season continues. Plus, our Morgan Brennan reports on the outlook for space stocks following comments from NASA Administrator Jared Isaacman and examines what the latest developments could mean for SpaceX ahead of its anticipated IPO.

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