Closing Bell

Meta, Tesla and IBM headline one of the biggest earnings days of the season. Jefferies’ Brent Thill breaks down Meta’s results and what they signal for AI spending, advertising and the broader tech trade. Evercore’s Julian Emanuel assesses the market reaction and whether earnings can keep stocks moving higher. T. Rowe Price portfolio manager Tony Wang digs into the latest tech results and what they reveal about demand across the AI ecosystem. Meantime, David Zervos, advisor to the Treasury Department, weighs the bond market and what the Fed’s next move could mean for investors.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Oracle and CoreWeave tumble as investors question the economics of the AI infrastructure boom. KeyBanc’s Jackson Ader breaks down the selloff and what it signals for the broader technology trade. DoubleLine CIO Jeffrey Sherman examines the volatile session in the bond market. Warburg Pincus CEO Jeffrey Perlman discusses the IPO market and the growing anticipation around Anthropic’s public debut as new revenue figures come into focus. Mizuho’s Jared Holz explains why money is rotating into healthcare and where he sees opportunity. Meantime, TCW Senior Portfolio Manager Eli Horton identifies his top picks for the AI buildout as investors reassess the winners and losers. Plus, Robert Frank examines the decline in stock ownership and what it reveals about investor behavior.

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.

Empower’s Marta Norton breaks down the market outlook and where she sees opportunities amid the pullback. Meantime, big bank earnings offer a fresh read on the economy while an AT&T downgrade raises questions about the telecom sector. RoboStrategy CEO Andrew Kang discusses the next frontier in AI investing and his Nasdaq-listed fund offering exposure to private robotics companies. He brings Taku, a robot from one of his portfolio companies to set. Alex Kantrowitz weighs Apple’s latest push into smart home products as the company approaches a $5 trillion valuation.

Scott Wapner goes West! “Closing Bell” is live from the CAIS Alternative Investment Summit in Beverly Hills, California. Scott sits down with some of the biggest names including Vista Equity Partners CEO Robert Smith, CAIS Founder, Chairman & CEO Matt Brown and Fortress Investment Group’s Drew McKnight.

Four years into the bull market, HSBC’s Max Kettner breaks down what’s driving the rally and whether stocks have more room to run. Bank of America’s Tal Liani explains his double upgrade of Salesforce as Wall Street reassesses the software trade. Meantime, Julia Boorstin reports on the latest developments surrounding Meta’s Muse while Kate Rooney examines Microsoft’s growing reliance on its own chips. Morgan Stanley Wealth Management’s Monica Guerra discusses rising geopolitical risks and the policy backdrop ahead of the midterm elections. Barclays’ Jason Goldberg previews bank earnings and what the results could reveal about the economy and credit conditions. Plus, a look at whether agentic AI poses a threat or an opportunity for Airbnb.

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.

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.

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.

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.

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.

Citi Wealth CIO Kate Moore explains why she remains pro-growth and pro-risk into year-end even as higher rates, inflation and geopolitical risks keep volatility elevated. Walker & Dunlop CEO Willy Walker discusses the data center boom, commercial real estate and whether local opposition could slow America’s AI buildout. KKR’s Henry McVey shares lessons from his recent global tour and makes the case that the investment cycle is becoming broader, more durable and potentially more inflationary as AI competes with defense, infrastructure and energy for capital. Telsey Advisory Group CEO Dana Telsey reacts to Levi Strauss earnings and what they reveal about the consumer. Meantime, Eamon Javers reports on concerns in Congress over Webull’s ties to China.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States’ most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country’s vital economic and financial secrets at risk. With exclusive access to new documents, audio, photos and text messages, CNBC's Senior Washington Correspondent Eamon Javers uncovers the story of former Fed economist John Rogers and a Chinese spy posing as an economics student who he befriended in 2013. “Inside Man” is a spy story at the heart of the competition for global economic dominance, posing the question of whether Rogers was a spy himself or an unwitting dupe. Watch the full documentary, read the article and explore excerpts from Rogers’ text message…

OpenAI’s Sam Altman and Sarah Friar are back in focus as the debate over the pace of AI development intensifies and we here directly from them at the company’s DevDay. President Trump convened an AI summit of heavy hitters at the White House. Tusk Ventures’ Bradley Tusk weighs in on if they agreed to anything worthwhile. RBC Capital Markets’ Lori Calvasina breaks down growing consumer concerns and what they could mean for the market. BetMGM CEO Adam Greenblatt discusses why the company is staying out of prediction markets as competition across betting heats up.

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.

Melius’ Ben Reitzes breaks down Nvidia’s record $150 billion buyback increase. J.P. Morgan Private Bank’s Stephen Parker weighs the broader market setup and whether AI can keep driving leadership. Meantime, Julia Boorstin reports on Meta’s latest moves with Muse as the company pushes further into enterprise AI. NASA Administrator Jared Isaacman discusses Boeing, SpaceX and the future of the U.S. space industry. RBC BlueBay Fixed Income CIO Mark Dowding tackles the bond selloff and whether investors should try to catch the falling knife.

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.

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.

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.

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.

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.

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.

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.

Citi Wealth’s Olaolu Aganga breaks down the market setup and where investors should look as AI continues to drive leadership. Our Kate Rooney reports on Anthropic’s new “safer” AI model and the intensifying U.S.-China battle over artificial intelligence. Zelman’s Alan Ratner discusses housing and KB Home earnings as investors also assess the latest from Lennar and Berkshire. UBS Global Head of Capital Markets Origination Gareth McCartney weighs the outlook for tech and capital markets as the AI investment boom continues.

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.

Niles Investment Management’s Dan Niles breaks down the return of the AI trade and where he sees the next winners as competition shifts across models, infrastructure and distribution. Morgan Stanley’s Ariana Salvatore examines the policy issues surrounding the Trump-Xi meeting and the implications for AI and U.S.-China relations. J.P. Morgan Asset Management’s Stephanie Aliaga explains why true diversification away from AI is becoming harder to find as the theme spreads across markets. Plus, a look ahead to McDonald’s investor day and what it could reveal about the consumer.

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.

Goldman Sachs’ John Flood breaks down the anxiety building beneath the market and whether investor positioning has become too cautious. Affirm CEO Max Levchin explains how the company is using AI to improve loan quality and what the technology means for the future of consumer lending. PIMCO’s Pramol Dhawan discusses emerging markets and where he sees opportunities across the globe. Meantime, 3Fourteen Research’s Warren Pies upgrades equities to overweight as the AI trade regains momentum and the Magnificent Seven hit new highs.

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.

Wealth Enhancement’s Jim Cahn breaks down the market setup after the Fed rate hike and where he sees opportunities from here. Barclays’ Jason Goldberg distills the biggest takeaways for financials from this week’s industry conference. BlackRock’s Russ Brownback explains what the latest bond moves mean for investors and whether this summer’s elevated yields signal a longer-lasting regime. Macro Risk Advisors’ John Kolovos reads the technical tea leaves across key markets. Plus, the latest incidents involving OpenAI and a look ahead at the next catalysts for markets.