Closing Bell
Closing Bell is a daily business news podcast from CNBC that covers the stock market trading day. Hosts Scott Wapner, Melissa Lee, and Michael Santoli provide analysis of market moves and investor reactions. The show also includes the extended edition "Closing Bell: Overtime" for deeper discussion. It features interviews with top business leaders and market experts.
Episodes
Closing Bell Overtime: After Alphabet: Investors Look Ahead to More Hyperscaler Earnings 7/24/26
Sebastien Page, Head of Global Investments and CIO at T. Rowe Price, explains why he remains modestly overweight stocks. Frank Lee, Global Head of Tech Hardware and Semiconductor Research at HSBC, breaks down another wild week for semiconductors. Plus, why rising oil prices could become the biggest threat to the market: Warren Pies of 3Fourteen Research explains. Eric Johnston, Chief Equity and Ma
Closing Bell 7/24/26
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, 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
Closing Bell Overtime: 7/23/26
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, 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
Closing Bell: 7/23/26
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, 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
Closing Bell Overtime: Alphabet Gets The Party Started 7/22/26
It’s a pivotal day for technology as earnings from Google, Tesla, IBM, ServiceNow and Texas Instruments report Gil Luria of D.A. Davidson and Brent Thill of Jefferies debate the implications for AI spending, cloud growth and digital advertising. Seth Goldstein of Morningstar breaks down Tesla results and what investors should watch next. Julian Emanuel of Evercore steps back to assess the broader
Closing Bell 7/22/26
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, 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
Closing Bell Overtime: Big Tech Earnings Set to Take Center Stage 7/21/26
Jimmy Chang, CIO at Rockefeller Global Family Office, explains why the AI capex boom continues to support the market but argues investors should wait for more earnings commentary before adding to semiconductor positions. Plus, pressure in enterprise software after a Salesforce downgrade and the spike in Oracle's credit default swaps. Our Angelica Peebles reports on Novo Nordisk's lawsuit against E
Closing Bell 7/21/26
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, 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
Closing Bell Overtime: Getting Ready For Big Tech Earnings 7/20/26
Dan Niles of Niles Investment Management assesses the state of the AI trade and explains what could keep the sector moving higher—or derail its momentum. Our Contessa Brewer compares prediction markets with traditional sportsbooks before Ian Moore of Bernstein discusses what happens to sports betting companies after the tournament ends. Wall Street Journal Special Writer Greg Zuckerman explains wh
Closing Bell: 7/20/26
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, 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
Closing Bell Overtime: Chips Extend Recent Weakness and S&P 500 Turns Negative for July 7/17/26
The market is recalibrating after a powerful AI-driven rally. Ben Bajarin of Creative Strategies explains why semiconductor and hardware stocks are cooling off and whether the Magnificent Seven can continue to carry the market. Adam Crisafulli of Vital Knowledge makes the case that AI remains the defining investment theme despite the recent pullback. Ben Silverman of Propagate Content discusses th
Closing Bell: 7/17/26
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, 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
Closing Bell Overtime: Positioning for the next leg of the AI trade; Netflix reports earnings 7/16/26
Investors weigh results from Netflix, Alcoa and Intuitive Surgical. Andrew Goldberg, Chief Global Strategist at Nomura Asset Management, explains how investors should position as earnings season gathers momentum. Evercore’s Mark Mahaney analyzes Netflix’s results and what they signal for growth, advertising and the broader media landscape. Our Annika Kim Constantino reports on Eli Lilly's move int
Closing Bell 7/16/26
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, 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
Closing Bell Overtime: Big Tech Takes Leadership 7/15/26
Michael Kantrowitz of Piper Sandler assesses the broader market outlook and where he sees the next opportunities. Apple climbs to new highs as investors look beyond China concerns and focus on AI. Our Mackenzie Sigalos examines Apple's latest moves and the competitive landscape in China. Our Morgan Brennan brings exclusive comments from Arm CEO Rene Haas, offering insight into the future of AI, se
Closing Bell 7/15/26
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, 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
Closing Bell Overtime: 7/14/26
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, 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
Closing Bell: 7/14/26
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, 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
Closing Bell Overtime: Chips, Memory Weakness Continues 7/13/26
Michael Graham of Canaccord Genuity discusses whether large-cap earnings estimates can keep moving higher. Our Kate Rooney reports on the latest chapter in the rivalry between Elon Musk and Sam Altman and what it means for the AI industry.
Plus, the state of technology credit: Seth Meyer from Janus Henderson explains how investors are evaluating the wave of debt financing tied to AI infrastructure
Closing Bell 7/13/26
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, 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
Closing Bell Overtime: Markets Pause as AI Leaders Cool and Big Tech Faces Its Next Test 7/10/26
Our Kristina Partsinevelos examines SK Hynix's latest developments and what it means for the memory trade. Beeneet Kothari of Tekne Capital Management explains why the AI infrastructure story remains intact and where he sees opportunity across semiconductors.
Steven Wieting of Citi Wealth steps back to assess the broader market, the economy, bond yields and currencies and explains how investors sh
Closing Bell 7/10/26
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, 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
Closing Bell Overtime: Chips Trade Back On 7/9/26
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
Closing Bell: 7/9/26
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, 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
Closing Bell 7/8/26
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, 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
Closing Bell Overtime: Warsh's Challenges Ahead, Trump on Iran 7/8/26
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, 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
Closing Bell Overtime: AI Spending Faces New Questions as Markets Look for the Next Catalyst 7/7/26
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 f
Closing Bell: AI Power Stocks Down Sharply, Apple Near All Time High 7/7/26
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, 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
CNBC Special: How a Blacklisted Chinese Tech Firm Is Expanding in the U.S. 7/7/26
CNBC's Melissa Lee speaks with David Li, Hesai's co-founder and CEO, about the company's partnership with Nvidia, concerns over potential cybersecurity risks, and how Hesai is responding as scrutiny of Chinese technology firms continues to grow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Closing Bell Overtime: Airline Stocks Take Off, Microsoft's AI Capex Surge 7/6/26
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, 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
Closing Bell: Memory Stock Peak? World Cup Betting Boom 7/6/26
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, 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
Closing Bell Overtime: Rotation out of Semis, AI trade Continues 7/2/26
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 gover
Closing Bell: Apple's AI Memory Crunch, Navigating The Crypto Rush 7/2/26
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, 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
Closing Bell Overtime: Markets Shift Focus as Meta Leads and Investors Size Up the Next Move 7/1/26
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 Enhancem
Closing Bell: Tech Primed for a Correction 7/1/26
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, 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
Closing Bell Overtime: Chip stocks had their best quarter ever while big tech lagged. What’s ahead for the second half of the trading year? 6/30/26
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 consum
Closing Bell: Mag 7 Loses $2.3 Trillion in June 6/30/26
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, 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
Closing Bell Overtime: The Bull Case for Nike, Mega-Cap Bounce or Rotation? 6/29/26
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, 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
Closing Bell: Alphabet Pops on Dow Debut 6/29/26
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, 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
Closing Bell Overtime: Tech Faces a Test as Investors Reassess Risk and Look to What's Next 6/26/26
Markets wrestle with renewed pressure in technology as investors reassess leadership across the sector. Bob Elliott, CEO of Unlimited, breaks down the latest tech turmoil and explains what it means for positioning as the rally enters a new phase. Apple's memory strategy moves into focus as Mackenzie Sigalos examines reports that the company is turning to Chinese suppliers and what that could mean
Closing Bell: Health Care Leads, Tech Lags 6/26/26
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, 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
Closing Bell Overtime: AI Trade Bounces Back As Micron Has Best Day in a Month 6/25/26
Our Mackenzie Sigalos examines Apple's latest price increases and what growing memory demand means for hardware makers and consumers. Gabriela Santos of JPMorgan Asset Management explains how investors should approach the latest rotation across semiconductors, big tech and the broader market. Chris Perkins of Franklin Templeton discusses what it will take for digital assets to find a durable botto
Closing Bell: Financials Roaring Back, AI Anxiety in Higher Education 6/25/26
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, 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 a
Closing Bell Overtime: Micron Passes Latest Test for AI Stocks; Casey’s CEO on Recent Strength 6/24/26
Our Kristina Partsinevelos covers Micron's results in the latest test for the AI rally. Julian Emanuel of Evercore assesses the broader market backdrop and explains how Micron fits into the next phase of the AI trade. Mehdi Hosseini of Susquehanna reacts to the earnings report and outlines why he remains bullish on the company's outlook. UBS analyst John Lovallo explains how yields, housing earnin
Closing Bell: Qualcomm CEO & Next Gen Data Centers 6/24/26
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, 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
Closing Bell Overtime: Tech Recovers From Sharp Early Losses But Closes Lower As Investors Weigh Recent Gains 6/23/26
Dan Skelly of Morgan Stanley Wealth Management examines whether the market needs broader participation beyond its recent winners and explains why rotation could be critical for the rally's next phase. FedEx provides an early read on the economy. Jonathan Chappell of Evercore analyzes what they signal for transportation demand, shipping activity and broader growth trends. Oue Leslie Picker reports
Closing Bell: Retail's Role in Mega-Cap IPO's 6/23/26
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, 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
Closing Bell Overtime: Mag 7 Sheds $500B+ As Google Posts Worst Day In Over a Year 6/22/26
Jonathan Krinsky, Chief Market Technician at BTIG, explains the quiet outperformance in small-cap stocks and what it could signal about the market's next phase. Scott Chronert, U.S. Equity Strategist at Citi, assesses the broader outlook and where investors should focus as leadership continues to evolve. CrowdStrike CEO George Kurtz discusses cybersecurity, artificial intelligence and the company'
Closing Bell: Mega-Caps Pull Back 6/22/26
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, 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
Closing Bell Overtime: Markets Search for New Leaders as Big Tech Stalls and Intel Surges 6/18/26
Gil Luria of D.A. Davidson explains whether Intel's sharp rally on Apple-related headlines is justified and what it would take for the company to turn renewed optimism into lasting results. Katie Stockton of Fairlead Strategies highlights other areas breaking out beneath the surface and identifies where momentum is building across the market. Bob Michele of JPMorgan Asset Management breaks down th
Closing Bell: U.S. Open Underway 6/18/26
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, 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
Closing Bell Overtime: Warsh Spooks Markets 6/17/26
The first Federal Reserve meeting under Chair Kevin Warsh and markets react negatively as yields surge and stocks fall. David Zervos, Chief Market Strategist at Jefferies, explains how investors should interpret the Fed's message and where markets could head next. Warren Pies of 3Fourteen Research argues that bull markets do not die of old age and explains why he remains overweight equities. Miche
Closing Bell: Jeff Gundlach on Fed Decision 6/17/26
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, 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
Closing Bell Overtime: SpaceX Fever Grows and the Fed Turns a New Page 6/16/26
Steve Sosnick of Interactive Brokers examines growing retail investor interest in SpaceX. Memory stocks remain at the center of the market conversation: Mehdi Hosseini of Susquehanna explains why the group continues to surge and what is driving demand across the AI ecosystem. Plus, Carter Worth charts the surge. Our Oliver Renick breaks down the growing market for SpaceX-linked options and how inv
Closing Bell: Department of Defense Under Secretary Emil Michael 6/16/26
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, 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
Closing Bell: Volatility and The Rally, Boy George on Re-recording "Karma Chameleon" using AI 6/15/26
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, 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
Closing Bell Overtime: Markets Rally on Hopes for Iran War Ending 6/15/26
Markets surge as investors respond to signs of a potential Iran peace framework and developments coming out of the G7. Keith Lerner of Truist explains what's fueling the market's latest advance and whether the rally has further room to run. Arjun Murti of Veriten discusses what it will take for energy markets to return to normal and what investors should watch next. Voyager Technologies CEO Dylan
Closing Bell Overtime: SpaceX Soars in Biggest Debut Ever 6/12/26
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, 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
Closing Bell: SpaceX Makes History 6/12/26
A historic debut as SpaceX became the largest IPO ever. That stock soaring in its market debut. We discuss with FirstMark Capital’s Rick Heitzmann, Requisite Capital’s Bryn Talkington, and Plexo Capital’s Lo Toney. Plus, the analyst community beginning its coverage on that stock we speak with CFRA’s Keith Snyder who slapped a sell rating on SpaceX. And former Nasdaq Chairman and CEO Robert Greife
Closing Bell Overtime: Markets Brace for a Historic IPO 6/11/26
Markets balance geopolitical uncertainty, rising anticipation around SpaceX and another busy stretch of earnings. Malcolm Ethridge, Managing Partner at Capital Area Planning Group, explains what investors should expect next as markets prepare for one of the biggest events in years. Pierre Ferragu of New Street initiates coverage on SpaceX and discusses the company's valuation, growth prospects and
Closing Bell: Stocks Surge in Final Hour of Trade 6/11/26
Blackrock’s Rick Rieder maps out his forecast for the market, Fed and upcoming IPOs. Plus, Goldman Sachs’ Tony Pasquariello gives his instant reaction to the Dow’s big jump during the last hour of trading today. And, Oliver Renick looks at the options in space stocks ahead of SpaceX’s highly anticipated market debut. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo
Closing Bell Overtime: Stocks Sell Off Into Close As Chip Weakness Continues 6/10/26
Binky Chadha, Chief Global Strategist at Deutsche Bank, discusses the ongoing rotation beneath the surface of the rally and where investors should look for opportunity next. Oracle takes center stage as Brent Thill of Jefferies reacts to the company's results and what they signal for enterprise software and AI spending. Paul Abrahimzadeh of 1789 Capital discusses his early investment in SpaceX and
Closing Bell: How to Navigate the Pullback 6/10/26
Bryn Talkington from Requisite Capital, Carson Group’s Ryan Detrick and Wilmington Trust’s Meghan Shue tell us how they view the market volatility. Plus, Helima Croft from RBC weighs in on the oil market as tensions with Iran re-escalate. And, Mohamed El-Erian of Allianz tells us what he’s expecting from next week’s fed meeting. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inf
Closing Bell Overtime: Tech Swoons in Early Trading Before Paring Losses Into Close 6/9/26
Investors weigh rising rates, a weakening software trade and fresh geopolitical uncertainty. Marta Norton of Empower assesses the broader market backdrop and explains where investors should focus as volatility returns. KeyBanc’s Jackson Ader examines the software slump and previews Oracle earnings as investors look for signs that enterprise technology spending remains healthy. Apple comes under pr
Closing Bell: The State of the Tech Trade 6/9/26
Lightstreet Capital’s Glen Kacher tells us how he is navigating the turbulent tech trade right now. Plus, Alex Kantrowitz from Big Technology and Plexo Capital’s Lo Toney help us game out the IPO pipeline ahead of the SpaceX IPO. And, Fundstrat’s Tom Lee tells us if he thinks tech is in some serious trouble. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our co
Closing Bell Overtime: Is AI Trade Back On? Plus, First Reactions To Apple WWDC 6/8/26
Tech stocks resumed their climb while investors wrestle with a key question: has the market come too far too fast? Brian Kersmanc of GQG Partners weighs whether stocks are approaching a top or still have room to run. Gargi Chaudhuri of BlackRock joins to discuss stock valuations, the economy and what the Federal Reserve could do next as investors navigate a changing backdrop. We get first reaction
Closing Bell: Live from Apple’s WWDC 6/8/26
We discuss all the biggest headlines from Apple’s big event with super analyst Dan Ives of Wedbush, Big Techology’s Alex Kantrowitz and Capital Area Planning’s Malcolm Ethridge. Plus, Space X is expected to begin trading at the end of the week. We drill down on how investors might be positioning ahead of that big IPO. And, Schwab’s Liz Ann Sonders weighs in on today’s market rebound. Hosted by Sim
Closing Bell Overtime: Major Rotation As Nasdaq Posts Largest Point Drop Ever 6/5/26
Stephanie Aliaga, Global Market Strategist at JPMorgan Asset Management, joins to assess the market backdrop and explain how investors should position as rates move higher and the AI trade takes a breather.
Leslie Picker reports on new comments from Elon Musk during a SpaceX roadshow and the growing anticipation surrounding the company's future plans.
The jobs market takes center stage next. Apoll
Closing Bell: Navigating the Tech Sell-Off 6/5/26
What does today’s weakness in tech say about the market’s potential next move? We discuss with Hightower’s Stephanie Link, Fundstrat’s Tom Lee and Wharton School Professor Jeremy Siegel. Plus, we break down what to watch from Apple’s upcoming Worldwide Developers Conference with Alex Kantrowitz from Big Technology and Wedbush’s Dan Ives. And, we tell you what’s behind crypto’s ugly week. Hosted by
Closing Bell Overtime: Chip Rally Takes a Breather But Markets Stage Midday Turnaround 6/4/26
Investors look beyond semiconductors and ask whether the rest of the market can carry the rally forward. Charles Kantor of Neuberger weighs whether leadership can broaden beyond AI and chips and identifies where investors may find the next opportunities.
Lululemon headlines earnings. Janine Stichter of BTIG reacts to the results. Other stories include Blackstone restricting withdrawals from a fla
Closing Bell: Dow Rallies to Fresh Record 6/4/26
Move over Nasdaq … it is the Dow that surged to a new record high today. We drill down on that massive move with Partners Group’s Anastasia Amoroso, Solus’ Dan Greenhaus and Sofi’s Liz Thomas. Plus, SpaceX kicked off its roadshow – targeting an eye-popping $1.8T valuation. The Dean of Valuation Aswath Damodaran weighs in on this blockbuster IPO. And, we break down what to watch from Lululemon and
Closing Bell Overtime: Bitcoin Slides and Investors Watch the Next Big IPO 6/3/26
Markets digest a fresh round of earnings, falling crypto prices and growing anticipation around SpaceX. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, breaks down the market's latest theme and explains what investors should focus on as stocks continue to climb. The show also examines Bitcoin's ongoing decline and why some analysts expect additional downside before sentiment stabil
Closing Bell: Goldman’s John Waldron on the Market 6/3/26
Scott Wapner speaks exclusively to John Waldron – Goldman Sachs President and COO – about market exuberance, the AI arms race, upcoming IPO’s and more. Plus, top tech analyst Mark Mahaney gives his take on Alphabet’s upsized stock sale. And, we run through all the key metrics to look for from Broadcom and Crowdstrike’s reports in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.
Closing Bell Overtime: AI, Cybersecurity and Capital Flows Shape the Market 6/2/26
Investors digest cybersecurity earnings, AI developments and shifting risk appetite. Mandy Xu of Cboe explains how options traders are positioning and where speculative activity is building. Palo Alto Networks headlines earnings. Saket Kalia of Barclays breaks down the results and what they signal for cybersecurity spending, enterprise demand and the broader software landscape. Ulta and GitLab add
Closing Bell: Can Anything Derail this Record Rally? 6/2/26
We discuss what could be next for stocks’ record run with Schwab’s Kevin Gordon and Northwestern Mutual’s Matt Stucky. Plus, star analyst Dan Ives gives his instant reaction to the biggest headlines out of Microsoft’s Developer Conference. And, Goldman Sachs’ Greg Calnon tells us where he is seeing further upside in the market right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.co
Closing Bell Overtime: AI, Markets and the Next Big Winners 6/1/26
Our Kristina Partsinevelos breaks down Nvidia’s push into the PC market and explains why investors see it as a potential new catalyst after earnings. Then our Kate Rooney reports on Anthropic’s confidential IPO filing and brings reaction to the latest comments from OpenAI CEO Sam Altman. Dan Niles weighs whether the AI landscape is entering a new phase and identifies the winners and losers emergin
Closing Bell: New Month, New Records? 6/1/26
We kick off the month of June with our all-star panel – iCapital’s Sonali Basak, Invesco’s Brian Levitt and HSBC’s Max Kettner. Plus, Box CEO Aaron Levie weighs in on the big turnaround in software stocks. And, star analyst Oliver Chen tells us what he’s expecting from a big week for retail earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection
Closing Bell Overtime: The Rally Keeps Climbing As Stocks Post Strong End to May 5/29/26
Markets continue their advance as investors debate whether leadership is finally broadening beyond AI and megacap tech. Keying in on a massive move in Dell: Matthew Niknam of Truist maintains a Hold rating and explains why he still sees limits to the upside. Warren Pies of 3Fourteen Research makes the case that the rally has room to broaden and argues the data does not support the idea that AI has
Closing Bell: Parabolic Tech Mania Continues & FIFA World Cup 5/29/26
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, 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
Closing Bell Overtime: Costco, Gap & Dell 5/28/26
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, 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
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