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: 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: 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: 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: 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: 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: 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 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 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
Closing Bell: Should You Buy into this Record Rally? 5/28/26
How long can stocks continue to fly high without a bigger broadening trade? We discuss with Schwab’s Chief Investment Strategist Liz Ann Sonders. Plus, Former Federal Reserve Chairman Richard Clarida tells us why he is revising his rate forecast for 2026. And, stocks hit new highs on hopes for a deal between the US and Iran. When an agreement is reached, what does it mean for areas of the market t
Closing Bell Overtime: Chips Rally Takes a Pause; After the Bell Software Earnings Test the Rally 5/27/26
Investors parse a critical wave of software earnings and shifting market leadership. Adam Crisafulli of Vital Knowledge breaks down the market’s latest theme and explains what strong software results could mean for the broader rally. Our Leslie Picker reports on Jamie Dimon’s latest comments around succession planning and what they signal for Wall Street leadership. Salesforce, Snowflake, HP, Marv
Closing Bell: Meta’s Subscription Products & Micron’s Rise to $1T Market Cap 5/27/26
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: Micron, Chips Mania Rolls On 5/26/26
Micron powered tech higher and the Nasdaq to a record close as investors continue to pile into the stock. Melius Research’s Ben Reitzes breaks down the market action in the chips sector and his latest move upping the price target on both Apple and Dell. Our Annika Kim Constantino breaks down Eli Lilly’s three new acquisitions then our Seema Mody on the speculation SpaceX and Tesla could merge into
Closing Bell: Tech’s Continued Takeoff 5/26/26
We drill down on two big stories in tech: Apple’s record run and Micron’s market cap momentum. Dan Greenhaus from Solus, Abby Yoder from JP Morgan and NewEdge Wealth’s Cameron Dawson weigh in on those mega moves. Plus, author and thought leader Walter Isaacson gives his take on the war of words over the future of AI. And, star retail analyst Matthew Boss tells us what he is watching ahead of some
Closing Bell Overtime: Markets Navigate Fed Speculation, Consumer Pressure and the Next Wave of Trading Mania 5/22/26
Markets head into the holiday weekend with investors balancing Fed speculation, rising valuations and questions about the consumer. Our Matthew Peterson weighs in Kevin Warsh’s confirmation and what changes could be ahead. Cameron Dawson, CIO at NewEdge Wealth, joins to debate whether investors should favor stocks or bonds from here. Nasdaq Private Market CEO Tom Callahan discusses soaring valuati
Closing Bell: The Record-Setting Rally 5/22/26
How long can this rally last? Trivariate’s Adam Parker. Robinhood’s Stephanie Guild and Solus’ Dan Greenhaus tell us what they think. Plus, former Dallas Fed President Richard Fisher tells us what he is expecting from a Warsh-led Fed. And, is bitcoin fundamentally broken? Oliver Renick tells us why the options market may hold the answer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.co
Closing Bell Overtime: AI, IPOs and Retail Earnings Drive the Market Conversation 5/21/26
Michael Kantrowitz of Piper Sandler assesses the broader market backdrop and where leadership may emerge next. Retail earnings stay in focus: Chris Horvers of JPMorgan explains what recent reports reveal about the consumer and spending trends across the economy. Workday, Zoom, Deckers, Ross Stores and Take-Two Interactive all add fresh signals across software, retail and gaming. Our Kate Rooney re
Closing Bell: The AI Trade 5/21/26
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: Nvidia Earnings & SpaceX IPO News 5/20/26
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: All That’s Riding on Nvidia 5/20/26
What’s riding on Nvidia? We discuss with Intelligent Alpha’s Doug Clinton, Requisite Capital’s Bryn Talkington and Bernstein’s Stacy Rasgon. Plus, OpenAI is racing to go public. We discuss all the details with Big Technology’s Alex Kantrowitz. And, top technician Jeff DeGraaf is flagging two parts of the market he’s extremely bullish about right now. Hosted by Simplecast, an AdsWizz company. See p
Closing Bell Overtime: Yields Test The Bulls; SpaceX IPO In Focus 5/19/26
Our Kristina Partsinevelos breaks down why chips look overbought and overstretched and what it means for the broader AI trade.
Brij Khurana of Wellington Management explains the latest move in bond yields and what fixed income markets are signaling about growth and inflation. Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, assesses the broader market backdrop and where inve
Closing Bell: Chips & Dip 5/19/26
Is the momentum trade in jeopardy of further declines? We discuss with Solus’ Dan Greenhaus and Sofi’s Liz Thomas. Plus, private equity pain is spilling into the NFL. Mike Ozanian breaks down the big money. And, Goldman’s Chief US Equity Strategist Ben Snider tells us what’s at stake for the market as we gear up for Nvidia earnings tomorrow. Hosted by Simplecast, an AdsWizz company. See pcm.adswiz
Closing Bell Overtime: Looking Ahead to Nvidia Earnings; Musk Loses to Altman 5/18/26
Our Kate Rooney reports on Elon Musk losing his case against Sam Altman and OpenAI. John Belton of Gabelli Funds previews Nvidia’s upcoming earnings report and where he is placing his bets. Bank of America reinstates bullish ratings on ServiceNow and Salesforce; the analyst behind the call, Tal Liani, breaks down the competition and where investors should focus. Alan McKnight of Regions and Kevin
Closing Bell: What’s Next for Stocks? 5/18/26
Ed Yardeni made a big call for a rate hike in July. He joins us to explain his case. Plus – President Trump says he’s postponing a “scheduled attack of Iran tomorrow.” We get instant reaction to that news from Hightower’s Stephanie Link and JP Morgan’s Meera Pandit. And, star venture capitalist Rashaun Williams from Value Investment Group tells us which company will be the clear winner in the AI r
Closing Bell Overtime: Markets Navigate Global Tensions, Rising Rates and the Next Big AI Catalyst 5/15/26
David Zervos of Jefferies examines the economic outlook and weighs in on Jerome Powell, Kevin Warsh and the direction of Fed policy. Our Eamon Javers and Eunice Yoon break down the latest U.S.-China dynamics including the difference in tone between the two leaders, Nvidia’s position in the global AI race and tensions surrounding Taiwan.
Our Morgan Brennan reports from Alaska alongside Energy Secr
Closing Bell: Jerome Powell’s Legacy, SpaceX’s IPO 5/15/26
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 Push Higher as AI IPO Fever Builds and Global Tensions Stay in Focus 5/14/26
Markets climb and investors turn their attention to the next major AI IPO: Cerebras. Eric Vishria of Benchmark and a Cerebras board member joins to discuss why the company’s debut matters for markets and what it could mean for the broader AI ecosystem. Keith Lerner of Truist explains what it means for the Dow to reclaim 50,000 and whether momentum can continue. Our Angelica Peebles reports on a ke
Closing Bell: The State of the AI Craze 5/14/26
What does the Cerebras IPO say about the current state of the AI craze on Wall Street? We discuss with JP Morgan’s Gabriela Santos, Humilis Investments’ Brian Belski and Solus’ Dan Greenhaus. Plus, we discuss the Fed’s next era with Former Dallas Fed President Richard Fisher. He tells us what he thinks of Powell’s legacy and what he expects from a Warsh-led Fed. And, Intelligent Alpha’s Doug Clin
Closing Bell Overtime: Hot Inflation Read Spikes Yields 5/13/26
BlackRock’s Jeff Rosenberg, explains why investors still can’t fully hedge rate risk and what it means for portfolios. Eamon Javers reports from China as President Trump meets with leaders while Eunice Yoon adds the Beijing perspective. Cisco headlines earnings. Amit Daryanani of Evercore reacts to the results and what they signal for enterprise tech and spending trends. Our Kristina Partsinevelos
Closing Bell: Bubble Trouble? 5/13/26
Two key questions swirl as the tech trade continues to run – bubble trouble or don’t fight the tape? Alger’s Ankur Crawford tells us what she thinks. Plus, top wealth advisor Sherry Paul from Morgan Stanley breaks down the key parts of the market beyond tech that she’s betting on right now. And, we drill down on two big stock stories of the day: Cerebras’ IPO and a mega move from Alibaba. Hosted b
Closing Bell Overtime: AI, Memory Trade Takes A Pause 5/12/26
Olaolu Aganga, Head of Portfolio Construction at Citi Wealth, breaks down positioning and where investors should focus next, plus what she’s telling clients. Commodities take center stage with moves across copper, oil and agriculture shaping the broader trade. The show also explores emerging markets for power and energy infrastructure along with pressure in athleisure as Under Armour struggles.
M
Closing Bell: Live From the Sohn Conference 5/12/26
Scott Wapner speaks to some of the biggest names on Wall Street live at the Sohn Conference in New York City. We bring you one-on-one interviews with famed short-seller Jim Chanos, Greenlight’s David Einhorn, Avenue Capital’s Mark Lasry and the great software investor Orlando Bravo of Thoma Bravo. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection an
Closing Bell Overtime: Tech Rally Debate: Is This Time Different? 5/11/26
Markets wrestle with a powerful tech rally and potential skepticism around AI. Daniel Newman of Futurum Group argues the tech trade still has room to run while David Snyder of Journey 1 Advisors warns the AI bubble is set to burst. Our Meghan Cassella previews a key China-Xi meeting and highlights the CEOs planning to attend in Beijing. Then our Kristina Partsinevelos breaks down the upcoming Cere
Closing Bell: Retail Posed for Breakout? 5/11/26
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Closing Bell Overtime: Chip Stocks Remain Parabolic 5/8/26
Chip stocks extended their recent strength: Nvidia, Micron, Intel, Sandisk and more hit record highs. Tech also caught a bid. iCapital’s Sonali Basak breaks down the market action. Fairlead’s Katie Stockton on why she is calling for a breakout in Tesla. Apollo’s Torsten Slok breaks down the AI impact on the labor market – and what it means for inflation. Plus, what’s causing the recent rally in bi
Closing Bell: AI vs. Jobs, Latest on Iran 5/8/26
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, Jon Fortt, Morgan Brennan 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 o
Closing Bell Overtime: Earnings Parade Rolls On 5/7/26
Markets power through a heavy earnings slate. Charles Kantor of Neuberger highlights a sharp pickup in earnings growth and explain what it means for valuations and market leadership. Big names report across sectors. Coinbase, Airbnb, CoreWeave, DraftKings, Expedia, Gilead and Lyft all deliver results that shape sentiment across crypto, travel, tech and biotech.
DraftKings CEO Jason Robins reacts t
Closing Bell: The AI Runway 5/7/26
How should investors play the AI runway? We discuss with Requisite Capital’s Bryn Talkington, Bank of America’s Chris Hyzy and JPMorgan’s Stephanie Aliaga. Plus, Anthropic revealed some eye-popping new growth numbers. We discuss and debate with venture capitalist and Anthropic investor Lo Toney. And, star analyst Mike Mayo joins us fresh off Citigroup’s investor day. Hosted by Simplecast, an AdsWi
Closing Bell Overtime: Stocks Power Higher to Fresh Records 5/6/26
Markets push higher on the back of AI momentum and a fresh wave of earnings. Melius Research’s Ben Reitzes examines whether the semiconductor trade can keep running as momentum builds across the space. Tom Hancock of GMO joins to break down how to play a market increasingly driven by AI concentration and where he still sees opportunity including semis, mega cap tech, healthcare and payments. Earni
Closing Bell: IPO Pipeline, State of the Economy 5/6/26
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, Jon Fortt, Morgan Brennan 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 o
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