Closing Bell

We drill down on two big stories in tech: Apple’s record run and Micron’s market cap momentum. Dan Greenhaus from Solus, Abby Yoder from JP Morgan and NewEdge Wealth’s Cameron Dawson weigh in on those mega moves. Plus, author and thought leader Walter Isaacson gives his take on the war of words over the future of AI. And, star retail analyst Matthew Boss tells us what he is watching ahead of some critical earnings in that sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets head into the holiday weekend with investors balancing Fed speculation, rising valuations and questions about the consumer. Our Matthew Peterson weighs in Kevin Warsh’s confirmation and what changes could be ahead. Cameron Dawson, CIO at NewEdge Wealth, joins to debate whether investors should favor stocks or bonds from here. Nasdaq Private Market CEO Tom Callahan discusses soaring valuations and the company’s new partnership with Polymarket. The focus turns to inflation and the consumer: Ron Shaich, Chairman of Cava, discusses food prices heading into Memorial Day weekend and explains how consumers are adapting to persistent inflation pressures. Plus, the growing race to bring more ETFs to market and closes with a look at the changing economics of entertainment as Julia Boorstin asks whether Star Wars movies still carry the same box office force they once did. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How long can this rally last? Trivariate’s Adam Parker. Robinhood’s Stephanie Guild and Solus’ Dan Greenhaus tell us what they think. Plus, former Dallas Fed President Richard Fisher tells us what he is expecting from a Warsh-led Fed. And, is bitcoin fundamentally broken? Oliver Renick tells us why the options market may hold the answer. 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 backdrop and where leadership may emerge next. Retail earnings stay in focus: Chris Horvers of JPMorgan explains what recent reports reveal about the consumer and spending trends across the economy. Workday, Zoom, Deckers, Ross Stores and Take-Two Interactive all add fresh signals across software, retail and gaming. Our Kate Rooney reports on the next big private market story involving OpenAI while Alex Kantrowitz discusses AI policy, IPO dynamics and the latest developments across the sector. Ashok Bhatia of Neuberger Berman examines whether the debt fueling the AI boom could become a problem for bond markets. 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.

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.

What’s riding on Nvidia? We discuss with Intelligent Alpha’s Doug Clinton, Requisite Capital’s Bryn Talkington and Bernstein’s Stacy Rasgon. Plus, OpenAI is racing to go public. We discuss all the details with Big Technology’s Alex Kantrowitz. And, top technician Jeff DeGraaf is flagging two parts of the market he’s extremely bullish about right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Kristina Partsinevelos breaks down why chips look overbought and overstretched and what it means for the broader AI trade. Brij Khurana of Wellington Management explains the latest move in bond yields and what fixed income markets are signaling about growth and inflation. Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, assesses the broader market backdrop and where investors should position next. Google takes center stage after its latest I/O event. Our Mackenzie Sigalos is live on the scene, highlighting highlights key announcements while Mark Mahaney of Evercore discusses Google’s push deeper into AI and why the stock is approaching a $5 trillion market cap. Plus, China’s humanoid robot push. Our Eunice Yoon reports on a new robotics school designed to accelerate development. Chad Anderson of Space Capital previews a possible SpaceX IPO prospectus and what it could mean for private markets and investor demand. Finally David Bellinger previews earnings from Target and Walmart and what they could reveal about the state of the consumer. Our Contessa Brewer closes the show with the latest on Polymarket’s deal with Nasdaq and the growing role of prediction markets in finance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the momentum trade in jeopardy of further declines? We discuss with Solus’ Dan Greenhaus and Sofi’s Liz Thomas. Plus, private equity pain is spilling into the NFL. Mike Ozanian breaks down the big money. And, Goldman’s Chief US Equity Strategist Ben Snider tells us what’s at stake for the market as we gear up for Nvidia earnings tomorrow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Kate Rooney reports on Elon Musk losing his case against Sam Altman and OpenAI. John Belton of Gabelli Funds previews Nvidia’s upcoming earnings report and where he is placing his bets. Bank of America reinstates bullish ratings on ServiceNow and Salesforce; the analyst behind the call, Tal Liani, breaks down the competition and where investors should focus. Alan McKnight of Regions and Kevin Gordon of Charles Schwab debate the market outlook and where investors should position from here. Plus, our Angelica Peebles reports on a sharp decline in Regeneron and what it means for biotech investors. 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.

David Zervos of Jefferies examines the economic outlook and weighs in on Jerome Powell, Kevin Warsh and the direction of Fed policy. Our Eamon Javers and Eunice Yoon break down the latest U.S.-China dynamics including the difference in tone between the two leaders, Nvidia’s position in the global AI race and tensions surrounding Taiwan. Our Morgan Brennan reports from Alaska alongside Energy Secretary Doug Burgum to discuss energy strategy, infrastructure and domestic production priorities. Jay Goldberg of Seaport breaks down the price action in chips this week and what a possible Samsung labor strike would mean for the industry. 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.

Markets climb and investors turn their attention to the next major AI IPO: Cerebras. Eric Vishria of Benchmark and a Cerebras board member joins to discuss why the company’s debut matters for markets and what it could mean for the broader AI ecosystem. Keith Lerner of Truist explains what it means for the Dow to reclaim 50,000 and whether momentum can continue. Our Angelica Peebles reports on a key Alzheimer’s trial from Biogen and what it could mean for biotech and drug development. Our Eamon Javers reports from China on the latest developments surrounding President Trump’s meetings while Michael Froman of the Council on Foreign Relations analyzes what the U.S. may have gained and the implications for Taiwan and global trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does the Cerebras IPO say about the current state of the AI craze on Wall Street? We discuss with JP Morgan’s Gabriela Santos, Humilis Investments’ Brian Belski and Solus’ Dan Greenhaus. Plus, we discuss the Fed’s next era with Former Dallas Fed President Richard Fisher. He tells us what he thinks of Powell’s legacy and what he expects from a Warsh-led Fed. And, Intelligent Alpha’s Doug Clinton tells us how he is playing the tech trade – with the Nasdaq at record highs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BlackRock’s Jeff Rosenberg, explains why investors still can’t fully hedge rate risk and what it means for portfolios. Eamon Javers reports from China as President Trump meets with leaders while Eunice Yoon adds the Beijing perspective. Cisco headlines earnings. Amit Daryanani of Evercore reacts to the results and what they signal for enterprise tech and spending trends. Our Kristina Partsinevelos previews the Cerebras IPO and explains why it could be the biggest deal of the year in AI infrastructure. Drew Pettit, U.S. Equity Strategist at Citi, makes the case for sticking with high momentum names that still have earnings support. Our Brandon Gomez breaks down how higher gas prices are starting to hit consumer behavior including beer sales and broader spending patterns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two key questions swirl as the tech trade continues to run – bubble trouble or don’t fight the tape? Alger’s Ankur Crawford tells us what she thinks. Plus, top wealth advisor Sherry Paul from Morgan Stanley breaks down the key parts of the market beyond tech that she’s betting on right now. And, we drill down on two big stock stories of the day: Cerebras’ IPO and a mega move from Alibaba. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Olaolu Aganga, Head of Portfolio Construction at Citi Wealth, breaks down positioning and where investors should focus next, plus what she’s telling clients. Commodities take center stage with moves across copper, oil and agriculture shaping the broader trade. The show also explores emerging markets for power and energy infrastructure along with pressure in athleisure as Under Armour struggles. Mike heads to the dashboard to track wage growth and what it signals for the economy. Beeneet Kothari of Tekne Capital Management explains why Asian markets are hitting new highs and makes the case for Chinese tech as a key opportunity. Kate Rooney reports on Sam Altman’s testimony and ongoing scrutiny in the AI space. Angelica Peebles examines uncertainty around the FDA and what it means for healthcare and biotech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner speaks to some of the biggest names on Wall Street live at the Sohn Conference in New York City. We bring you one-on-one interviews with famed short-seller Jim Chanos, Greenlight’s David Einhorn, Avenue Capital’s Mark Lasry and the great software investor Orlando Bravo of Thoma Bravo. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets wrestle with a powerful tech rally and potential skepticism around AI. Daniel Newman of Futurum Group argues the tech trade still has room to run while David Snyder of Journey 1 Advisors warns the AI bubble is set to burst. Our Meghan Cassella previews a key China-Xi meeting and highlights the CEOs planning to attend in Beijing. Then our Kristina Partsinevelos breaks down the upcoming Cerebras IPO and what it means for the next wave of AI infrastructure players. Chris Verrone of Strategas explains why the market continues to melt up but shows early signs of strain beneath the surface from a technical level. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.