Closing Bell

Alger’s Brad Neuman breaks down what investors should do with big tech after a volatile stretch for the sector. Rosenblatt’s John McPeake reacts to Palantir earnings and what the results signal for AI demand and the company’s growth outlook. Meantime, Eamon Javers reports on the latest Binance hack and North Korea’s alleged involvement. Apple takes center stage as Sand Hill Global’s Brenda Vingiello weighs the results from a shareholder’s perspective while Evercore’s Amit Daryanani breaks down the quarter and what it means for the iPhone maker’s next move. Plus, our Megan Cassella looks ahead to the midterms and what a divided Washington could mean for policy and markets.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

Kalshi and Polymarket are the major online prediction markets where people bet on future events, everything from election results to who will win the 2027 NBA Championship. But do those bets influence election results? And how are the companies protecting gamblers from manipulating the market? CNBC’s investigation team explores. Disclosure: CNBC has a commercial partnership with Kalshi and uses the company’s market data across its broadcast and digital platforms. Hosted by Simplecast, an AdsWizz company. See https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.