Closing Bell

The market is recalibrating after a powerful AI-driven rally. Ben Bajarin of Creative Strategies explains why semiconductor and hardware stocks are cooling off and whether the Magnificent Seven can continue to carry the market. Adam Crisafulli of Vital Knowledge makes the case that AI remains the defining investment theme despite the recent pullback. Ben Silverman of Propagate Content discusses the changing media landscape, Netflix's recent weakness and why live programming is becoming increasingly valuable. Our Eamon Javers reports on the close of the SEC's public comment period on proposed changes to quarterly reporting requirements. Jonathan Krinsky of BTIG explains why semiconductor charts have deteriorated while REITs are beginning to stand out on a technical basis.

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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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Investors weigh results from Netflix, Alcoa and Intuitive Surgical. Andrew Goldberg, Chief Global Strategist at Nomura Asset Management, explains how investors should position as earnings season gathers momentum. Evercore’s Mark Mahaney analyzes Netflix’s results and what they signal for growth, advertising and the broader media landscape. Our Annika Kim Constantino reports on Eli Lilly's move into psychedelics while Michael Yee of UBS discusses the latest wave of biotech M&A and where deal activity could accelerate next. Plus, a look at South Korea's move to ban new single-stock leveraged ETFs and growing short interest in SpaceX as investors debate whether early holders are hedging ahead of future share sales.

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.

Michael Kantrowitz of Piper Sandler assesses the broader market outlook and where he sees the next opportunities. Apple climbs to new highs as investors look beyond China concerns and focus on AI. Our Mackenzie Sigalos examines Apple's latest moves and the competitive landscape in China. Our Morgan Brennan brings exclusive comments from Arm CEO Rene Haas, offering insight into the future of AI, semiconductors and global chip demand. Matt Hougan, CIO of Bitwise, explains how tokenized stocks and Treasuries could reshape financial markets and what the next phase of crypto adoption may look like. Jason Helfstein of Oppenheimer previews Netflix earnings.

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