Closing Bell

Kristina Partsinevelos tracks the day’s biggest movers while Pippa Stevens examines new risks in the oil market including potential issues in California. Rick Santelli breaks down the rate picture and what higher yields mean for equities and the broader economy. Kate Moore, Chief Investment Officer at Citi Wealth, lays out the market backdrop and where investors should focus as uncertainty builds. In tech Gene Munster, Co-Founder of Deepwater Asset Management, breaks down the Mag 7 and highlights what to own and what to avoid as AI expectations evolve. Netflix draws attention as a top pick at Baird and expands into live sports with new baseball coverage, while luxury stocks come under pressure amid Middle East concerns. The episode also covers weakness in Pop Mart shares. Jonathan Krinsky of BTIG weighs whether investors should fade any near term rally looking at the technicals. Brian Harbour of Morgan Stanley examines how GLP-1 drugs are reshaping consumer behavior including impacts on food spending and gym activity.

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 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.

Michael Kantrowitz of Piper Sandler and Marta Norton of Empower assess the broader market setup and how investors should position as volatility picks up. In tech Microsoft faces growing scrutiny after underperforming its megacap peers. Tal Liani of Bank of America explains why he is turning more constructive despite recent concerns around AI execution. Alan Ratner of Zelman breaks down the state of housing after earnings from KB Home. Dan Rasmussen of Verdad Advisers examines ongoing stress in credit markets and where risks may still be building. Our Mackenzie Sigalos previews the start of a closely watched trial between Anthropic and the U.S. government and what it could mean for AI and regulation. The show also explores fresh developments in OpenAI and private markets before closing with final thoughts on what to watch next.

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 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.

Barry Knapp of Ironsides Macroeconomics argues the Fed may be making a policy mistake by treating an energy shock as inflationary rather than demand destructive. Helen Amos of BMO Capital Markets examines why commodities are breaking down and whether a rebound is ahead. From CERAWeek our Brian Sullivan interviews Venture Global CEO Michael Sabel on the future of LNG and global energy supply.Scott Chronert of Citi assesses the broader market outlook and what investors should watch next. Zscaler CEO Jay Chaudhry discusses cybersecurity, geopolitical risk and the recent software selloff from the RSA Conference.

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