Closing Bell

Charles Schwab’s Kevin Gordon breaks down whether the recent yield roadblock for stocks is beginning to clear. Former Council of Economic Advisers Chair Jason Furman weighs the latest jobs data and what it means for the Fed’s next move. Needham’s Laura Martin questions whether enthusiasm around Meta’s Muse has gone too far as investors weigh its early traction against rising capex, competition and monetization risk. CrowdStrike President Michael Sentonas looks back at a wild week for AI and what the latest developments mean for cybersecurity. Meantime, our Annika Kim Constantino examines the next big obesity drug opportunity beyond GLP-1s and the new hormone attracting attention across biotech.

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Morgan Stanley Wealth Management’s Daniel Skelly breaks down the market as yields stay in focus and Wall Street adds several big-cap tech names to conviction lists. BofA’s Vivek Arya explains why he expects the AI spending boom to keep growing for years and what that means for semiconductors and the broader market. Jefferies’ Randy Konik reacts to Nike earnings and what the results reveal about the company’s turnaround and consumer demand. Brown Harris Stevens CEO Bess Freedman discusses the state of housing as Wall Street takes a fresh look at homebuilders. Plus, our Sharon Epperson breaks down a potential new path to becoming an accredited investor.

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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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Janus Henderson’s Seth Meyer breaks down the market setup as investors close the books on September. Wedbush’s Matt Bryson reacts to Micron earnings. Craft Ventures founder David Sacks discusses the latest developments in AI after attending this week’s White House summit. PEAK6 co-founder Matt Hulsizer and Apex Fintech Solutions CEO Bill Capuzzi explain the push toward 24/7 stock trading as Robinhood and Bruce Markets prepare to bring U.S. equities into the weekend. Rosenblatt’s Scott Devitt makes the case for Amazon after raising his price target.


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