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. 

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Man Group’s Kristina Hooper breaks down Kevin Warsh’s closely watched moment and what the shifting policy outlook means for stocks.

The episode also examines one of the more surprising turns in the AI trade: Ryan Levine, Senior Utilities Analyst at Citi, explains what happened to the expected AI boost for utilities and whether surging data center power demand can still translate into gains for the sector. Consumer trends come into focus as Ike Boruchow of Wells Fargo examines what a potentially warm winter could mean for retailers and apparel companies. Jonathan Boyar makes the case for value investing and identifies opportunities away from the market’s most crowded trades. Nvidia takes center stage ahead of earnings later this week. Tim Arcuri of UBS previews the report and outlines the key signals to watch across AI demand, spending and the semiconductor ecosystem.

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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 pcm.adswizz.com for information about our collection and use of personal data for advertising.

Roosevelt Bowman, Senior Investment Strategist at Bernstein Private Wealth Management, assesses the broader market backdrop and where investors should focus heading into the final weeks of summer. Former Federal Reserve Vice Chair Alan Blinder breaks down the outlook for rates and the economy ahead of Jackson Hole. Crypto markets remain volatile despite a recent rally: Andrew Moss of Jefferies explains why he believes it is still too early to declare the correction over or expect a sustained run to new highs. Plus, the increasingly complex financing behind the AI boom and how off-balance-sheet investments are helping fund the infrastructure buildout. Warren Pies of 3Fourteen Research warns that macro risks are rising and outlines what could challenge the market’s momentum. Finally, Harsh Kumar of BMO on his launch coverage of semiconductors and quantum computing and explains where he sees opportunities across both technologies.

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.