Closing Bell

Our Kristina Partsinevelos covers Micron's results in the latest test for the AI rally. Julian Emanuel of Evercore assesses the broader market backdrop and explains how Micron fits into the next phase of the AI trade. Mehdi Hosseini of Susquehanna reacts to the earnings report and outlines why he remains bullish on the company's outlook. UBS analyst John Lovallo explains how yields, housing earnings and policy developments are reshaping the housing market. Casey's CEO Darren Rebelez discusses the state of the consumer, spending trends across the Midwest and why pizza sales can provide a unique window into the economy.

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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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Dan Skelly of Morgan Stanley Wealth Management examines whether the market needs broader participation beyond its recent winners and explains why rotation could be critical for the rally's next phase. FedEx provides an early read on the economy. Jonathan Chappell of Evercore analyzes what they signal for transportation demand, shipping activity and broader growth trends. Oue Leslie Picker reports on Apollo's decision to curb withdrawals, putting fresh attention on private markets and investor liquidity. Brent Thill of Jefferies tackles a key question for technology investors: are gains in Microsoft and Salesforce the start of a durable recovery or simply a short-lived bounce?=Matt Bryson of Wedbush reacts to Cerebras 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.

Jonathan Krinsky, Chief Market Technician at BTIG, explains the quiet outperformance in small-cap stocks and what it could signal about the market's next phase. Scott Chronert, U.S. Equity Strategist at Citi, assesses the broader outlook and where investors should focus as leadership continues to evolve. CrowdStrike CEO George Kurtz discusses cybersecurity, artificial intelligence and the company's stock performance. He also weighs in on the growing clash between Anthropic and the U.S. government and what increased scrutiny could mean for the AI industry. A look back on Alan Greenspan’s life and legacy after his passing. Priya Misra of JPMorgan Asset Management breaks down the rate outlook and explains what fixed income markets are signaling about inflation, growth and future Fed policy. Consumer credit, spending and lending trends with Scott Sanborn of Happen Bank, formerly LendingClub.

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