Closing Bell

Matt Bryson of Wedbush explains why he sharply raised his price target on SanDisk and what continued strength in memory demand means for the broader AI infrastructure trade. Eric Johnston of Cantor Fitzgerald outlines his bullish call on the hyperscalers while Sonali Basak explains why investors are beginning to judge big tech on how quickly AI investments translate into revenue and profits rather than the size of their capital spending. Compass CEO Robert Reffkin analyzes the latest housing data and discusses what it reveals about inventory, prices and buyer demand. Our Julia Boorstin sits down with SoFi CEO Anthony Noto at the Sun Valley Conference to discuss the state of fintech, technology and capital 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. 

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.

Markets weigh the next phase of the AI trade as investors debate whether hyperscaler spending can keep accelerating. Gene Munster of Deepwater Asset Management explains why Amazon's latest debt raise matters, why cloud and AI capex remain the key story for tech earnings and why he expects investment by the hyperscalers to stay stronger than Wall Street expects. Max Kettner of HSBC makes the case for remaining bullish on risk assets despite growing skepticism around AI. Former Nasdaq CEO Bob Greifeld analyzes SpaceX's growing market influence and SK Hynix's U.S. market ambitions.

Plus, Diana Olick's latest CNBC Housing Market Survey, showing sellers are losing the upper hand as conditions shift in the housing market, followed by a look ahead at the next catalysts for investors.

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