Closing Bell

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.

Alphabet had its worst day ever in the regular session—and the pain extended to Amazon in the after-hours. Maxim’s Tom Forte reacts to Amazon’s results and what they signal for cloud growth, AI spending and consumer demand. Benchmark’s Cody Acree breaks down Intel’s weak guidance that sent the stock plunging. Susquehanna’s Mehdi Hosseini digs into SanDisk’s results and what they reveal about memory demand and the broader semiconductor cycle. Meantime, Starbucks, Coinbase, Gilead and Mondelez add fresh clues about consumer spending, crypto activity and healthcare. 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.

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. 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.

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.

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.

Tech stocks wrap up a rough week as investors look for opportunities amid the selloff. Gabelli Funds’ John Belton breaks down what he’s buying and where he sees value across the sector. MoffettNathanson’s Craig Moffett examines SpaceX’s reported push into cellular infrastructure and what it could mean for wireless carriers and tower stocks. Meantime, Vital Knowledge’s Adam Crisafulli and Hirtle Callaghan CIO Brad Conger assess a volatile week for markets and the major catalysts ahead. Matthews’ Mark Headley discusses the emerging markets trade and where he sees opportunities overseas as Chinese stocks come under pressure. 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.

Tech stocks tumble as Meta gives back a 6% rally and investors question the durability of the AI trade. Deepwater’s Gene Munster breaks down the selloff and what it means for the next phase of AI spending. Wedbush’s Matt Bryson reacts to Western Digital earnings and what the results signal for memory demand and the broader AI infrastructure buildout. DataTrek co-founder Nick Colas examines the surge in volatility and whether investors should brace for more turbulence. Meantime, Moderna shares sink while weakness spreads to Chinese tech stocks. BlackRock’s Jeff Rosenberg breaks down the latest bond market moves ahead of the Fed and what rising yields could mean for equities. 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.

Meta, Tesla and IBM headline one of the biggest earnings days of the season. Jefferies’ Brent Thill breaks down Meta’s results and what they signal for AI spending, advertising and the broader tech trade. Evercore’s Julian Emanuel assesses the market reaction and whether earnings can keep stocks moving higher. T. Rowe Price portfolio manager Tony Wang digs into the latest tech results and what they reveal about demand across the AI ecosystem. Meantime, David Zervos, advisor to the Treasury Department, weighs the bond market and what the Fed’s next move could mean for investors. 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.

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.

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.

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.

Oracle and CoreWeave tumble as investors question the economics of the AI infrastructure boom. KeyBanc’s Jackson Ader breaks down the selloff and what it signals for the broader technology trade. DoubleLine CIO Jeffrey Sherman examines the volatile session in the bond market. Warburg Pincus CEO Jeffrey Perlman discusses the IPO market and the growing anticipation around Anthropic’s public debut as new revenue figures come into focus. Mizuho’s Jared Holz explains why money is rotating into healthcare and where he sees opportunity. Meantime, TCW Senior Portfolio Manager Eli Horton identifies his top picks for the AI buildout as investors reassess the winners and losers. Plus, Robert Frank examines the decline in stock ownership and what it reveals about investor behavior. 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.

Empower’s Marta Norton breaks down the market outlook and where she sees opportunities amid the pullback. Meantime, big bank earnings offer a fresh read on the economy while an AT&T downgrade raises questions about the telecom sector. RoboStrategy CEO Andrew Kang discusses the next frontier in AI investing and his Nasdaq-listed fund offering exposure to private robotics companies. He brings Taku, a robot from one of his portfolio companies to set. Alex Kantrowitz weighs Apple’s latest push into smart home products as the company approaches a $5 trillion valuation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner goes West! “Closing Bell” is live from the CAIS Alternative Investment Summit in Beverly Hills, California. Scott sits down with some of the biggest names including Vista Equity Partners CEO Robert Smith, CAIS Founder, Chairman & CEO Matt Brown and Fortress Investment Group’s Drew McKnight. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Four years into the bull market, HSBC’s Max Kettner breaks down what’s driving the rally and whether stocks have more room to run. Bank of America’s Tal Liani explains his double upgrade of Salesforce as Wall Street reassesses the software trade. Meantime, Julia Boorstin reports on the latest developments surrounding Meta’s Muse while Kate Rooney examines Microsoft’s growing reliance on its own chips. Morgan Stanley Wealth Management’s Monica Guerra discusses rising geopolitical risks and the policy backdrop ahead of the midterm elections. Barclays’ Jason Goldberg previews bank earnings and what the results could reveal about the economy and credit conditions. Plus, a look at whether agentic AI poses a threat or an opportunity for Airbnb. 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.

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.

Citi Wealth CIO Kate Moore explains why she remains pro-growth and pro-risk into year-end even as higher rates, inflation and geopolitical risks keep volatility elevated. Walker & Dunlop CEO Willy Walker discusses the data center boom, commercial real estate and whether local opposition could slow America’s AI buildout. KKR’s Henry McVey shares lessons from his recent global tour and makes the case that the investment cycle is becoming broader, more durable and potentially more inflationary as AI competes with defense, infrastructure and energy for capital. Telsey Advisory Group CEO Dana Telsey reacts to Levi Strauss earnings and what they reveal about the consumer. Meantime, Eamon Javers reports on concerns in Congress over Webull’s ties to China. 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.

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.

Charles Schwab’s Kevin Gordon breaks down whether the recent yield roadblock for stocks is beginning to clear. Former Council of Economic Advisers Chair Jason Furman weighs the latest jobs data and what it means for the Fed’s next move. Needham’s Laura Martin questions whether enthusiasm around Meta’s Muse has gone too far as investors weigh its early traction against rising capex, competition and monetization risk. CrowdStrike President Michael Sentonas looks back at a wild week for AI and what the latest developments mean for cybersecurity. Meantime, our Annika Kim Constantino examines the next big obesity drug opportunity beyond GLP-1s and the new hormone attracting attention across biotech. 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.

Morgan Stanley Wealth Management’s Daniel Skelly breaks down the market as yields stay in focus and Wall Street adds several big-cap tech names to conviction lists. BofA’s Vivek Arya explains why he expects the AI spending boom to keep growing for years and what that means for semiconductors and the broader market. Jefferies’ Randy Konik reacts to Nike earnings and what the results reveal about the company’s turnaround and consumer demand. Brown Harris Stevens CEO Bess Freedman discusses the state of housing as Wall Street takes a fresh look at homebuilders. Plus, our Sharon Epperson breaks down a potential new path to becoming an accredited investor. 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.

Janus Henderson’s Seth Meyer breaks down the market setup as investors close the books on September. Wedbush’s Matt Bryson reacts to Micron earnings. Craft Ventures founder David Sacks discusses the latest developments in AI after attending this week’s White House summit. PEAK6 co-founder Matt Hulsizer and Apex Fintech Solutions CEO Bill Capuzzi explain the push toward 24/7 stock trading as Robinhood and Bruce Markets prepare to bring U.S. equities into the weekend. Rosenblatt’s Scott Devitt makes the case for Amazon after raising his price target. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.