Closing Bell

Vital Knowledge’s Adam Crisafulli and iCapital’s Sonali Basak break down the impact of rising yields and what they mean for the market’s next move. Oppenheimer’s Brian Schwartz explains why Microsoft is gaining ground as the company beefs up Copilot. Meantime, the latest AI developments send conflicting signals for Planet Fitness and Twilio. Brightshore Capital’s Tom Shapiro discusses what higher rates mean for real estate and where pressure could emerge. BMO’s Harsh Kumar previews Micron earnings and what the results could signal for memory, semiconductors and the broader tech trade.

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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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Deepwater’s Gene Munster breaks down the latest moves in Meta and where he sees opportunity as investors reassess the AI trade. HSBC’s Alastair Pinder looks at rising global yields and what they mean for equities around the world. Meantime, Oracle’s move to invoke force majeure on a massive New Mexico data center project raises fresh questions about the risks surrounding the AI infrastructure buildout. Longview Global’s Dewardric McNeal weighs the takeaways from the Trump-Xi meeting and what comes next for U.S.-China relations. BlackBerry CEO John Giamatteo discusses earnings, AI and the company’s growing automotive software business. Plus, the latest on the consumer as investors digest restaurant trends and Costco earnings.

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.

Yields shot up today with the 10-year reaching levels last seen in 2007. Stocks were lower, but by less than might be expected. Schwab’s Collin Martin breaks down what happens next before Wells Fargo’s Ohsung Kwon talks the equities impact. CRF’s Richard Haass previews the Trump-Xi summit. Our Diana Olick spoke with real estate mogul Richard LeFrak on what he sees in the commercial real estate market and the impact of higher rates. Mizuho’s Nick Setyan on the negative market reaction to McDonald’s investor day. NEPC’s Sarah Samuels on rates impact on private markets.

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