Closing Bell

Nvidia CEO Jensen Huang faces an investigation that raises fresh questions about the company’s leadership and national security. Melius’ Ben Reitzes breaks down what the controversy could mean for Nvidia shares, its succession plans and the broader AI trade. Neuberger Berman President Joseph Amato assesses the market outlook and where investors should position amid the latest uncertainty. Meantime, former CIA officer David Fitzgerald examines the espionage and national security implications surrounding the Huang investigation. MoffettNathanson’s Nick Del Deo previews CoreWeave earnings and what the results could reveal about AI infrastructure spending.

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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. 

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Citi Wealth’s Steven Wieting breaks down a turbulent week for markets and why the semiconductor selloff may be creating opportunities despite growing concerns about AI spending. Moody’s Analytics Chief Economist Mark Zandi examines the jobs report, the potential economic impact of an AI slowdown and what it all means for growth. Meantime, Pippa Stevens investigates the “phantom load” problem as inflated data center power forecasts fuel political backlash and raise new questions about the AI buildout. Bernstein’s Courtney Breen reacts to Moderna earnings and whether healthcare can offer shelter from the tech selloff. Unlimited’s Bob Elliott assesses market volatility and where investors can hide as stocks, bonds and credit 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.

Massive selling across Wall Street as the Mag 7 sheds more than $1T in market cap. Niles Investment Management’s Dan Niles breaks down the big tech selloff and where he sees opportunities amid the turmoil. RBC Capital Markets’ Lori Calvasina examines the market’s rotation away from megacap growth. Nasdaq President Tal Cohen discusses the exchange’s push toward 23-hour trading and what an increasingly always-on market means for investors. Meantime, the show examines mounting pressure across Elon Musk’s business empire. Truist’s Keith Lerner assesses the broader market selloff and whether the latest weakness creates a buying opportunity or signals more trouble ahead.

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