Closing Bell

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 history here: cnbc.com/insideman

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.

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.

Investors parse the Fed’s latest decision and what it means for the path ahead as stocks fell sharply during Kevin Warsh’s press conference. Paulsen Perspectives’ Jim Paulsen breaks down the market reaction while Janney Montgomery Scott’s Guy LeBas explains what the decision means for bonds and rates. Bank of America’s Ken Hoexter looks at transports and the impact of diesel prices on the sector as those names come under pressure. Barclays Chief U.S. Economist Marc Giannoni weighs whether the economy needs a rate hike. ON Semiconductor CEO Hassane El-Khoury discusses AI slowdown fears, the state of the semiconductor cycle and what he’s telling 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.

Fresh signs of an AI slowdown rattle markets and raise new questions about the investment boom. Capital markets feel the ripple effects as Leslie Picker examines what a slowdown could mean for the IPO pipeline. Jim VandeHei and Mike Allen, co-founders of Axios and authors of Simplify, discuss how AI is reshaping work and everyday life as Washington wrestles with the politics of the technology. KKR’s Henry McVey breaks down the market implications and whether the AI investment cycle can keep powering stocks.

Oracle’s latest stumble puts the AI spending debate back in focus. Jefferies’ Brent Thill breaks down what’s ailing the stock and why it went from positive to negative in today’s session. Truist’s Keith Lerner discusses whether markets can keep shaking off risks as rate expectations shift. Meantime, former Lululemon CEO Christine Day weighs in on the athleisure slump and what it takes for consumer brands to stay relevant as competition heats up. Barclays analyst Dave Anderson breaks down energy services as oil, diesel and the broader energy complex move.

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.

Apple takes center stage after its latest product event. Moor Insights & Strategy’s Patrick Moorhead breaks down the announcements and what they mean for Apple’s competitive position. Alex Kantrowitz weighs Meta’s latest moves around Muse and the company’s broader AI strategy. CrowdStrike CEO George Kurtz discusses the evolving cyber threat landscape live from Communacopia. Neuberger Berman’s Charles Kantor weighs momentum versus quality and where he sees opportunity in the market. Meantime, Mike Ozanian breaks down soaring NFL franchise valuations and the economics driving professional sports higher.

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 Steven Wieting breaks down what the latest economic signals mean for markets while Interactive Brokers’ Steve Sosnick explains why PPI and CPI could determine the next move for rates and stocks. T. Rowe Price portfolio manager Tony Wang discusses Meta, the AI trade and where he sees opportunity across tech. Meantime, Kate Rooney reports on the latest from OpenAI and CFO Sarah Friar. MoffettNathanson’s Craig Moffett previews Apple’s big event and the first major test for CEO John Ternus. BTIG’s Jonathan Krinsky reads the technical tea leaves on the market’s next move.

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.

The jobs report resets the debate around the economy, rates and the Fed. Apollo Chief Economist Torsten Slok breaks down the data and what it means for monetary policy after the market reprices the path ahead. Samsara CEO Sanjit Biswas discusses the company’s latest earnings and the outlook for connected operations and AI. Meantime, oil and diesel prices stay in focus as energy markets move. The show also digs into Robinhood, crypto and the growing tokenization trade. Bensignor Investment Strategies’ Rick Bensignor reads the technical tea leaves on whether markets are finding a bottom. Vital Knowledge’s Adam Crisafulli looks ahead to the key catalysts that could drive markets next week.

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.

Big Tech and AI stay at the center of the market conversation. Barclays’ Venu Krishna breaks down the latest trends in AI adoption and whether Meta is getting its strategy right. BTIG’s Janine Stichter reacts to Lululemon earnings and what the results say about the consumer. DataTrek’s Nick Colas looks at bond yields, Fed speak and the setup for the jobs report. Meantime, Kate Rooney reports on organized crime rings targeting valuable AI intellectual property. Cboe’s Mandy Xu explains what options and volatility markets are signaling about the next move for stocks. Guy Adami weighs the signals coming from gold and bitcoin as investors search for opportunity outside equities.

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.

Rising global yields put pressure on markets as investors head into September. BlackRock’s Kristy Akullian breaks down the market setup and what higher rates could mean for stocks. Evercore’s Amit Daryanani reacts to Dell earnings. Barclays analyst Saket Kalia digs into Palo Alto Networks’ results and what they signal for cybersecurity spending. Our Leslie Picker examines whether the data center boom is beginning to hit financing limits before Morgan Stanley’s Ariana Salvatore discusses the growing public pushback and what it could mean for the future of the industry.

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.

It was a mixed August for the market. JPMorgan fixed-income guru Bob Michele breaks down some of what’s driving the moves across assets, including how the bond market could be playing a role in the wavering of some AI stocks. Meantime, Brookings’ Michael O’Hanlon sorts through the weekend geopolitical headlines and what it means for investors. Our Kate Rooney reports on OpenAI’s rapidly growing ads business before Evercore’s Mark Mahaney discusses divide between Meta and Alphabet. Our Mackenzie Sigalos reports on Tim Cook’s final memo and the challenges ahead for incoming Apple CEO John Ternus. Fairlead’s Katie Stockton reads the technical tea leaves on some key macro charts. UBS analyst Michael Yee on the wild August for biotech. Piper Sandler’s James Fish looks ahead to Dell’s results.

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.

Nvidia delivers its best day of the year after earnings out Wednesday night. It added the equivalent of an Intel in market cap during the trading session. So is that the green light for investors to climb back into AI winners? Katie Klingensmith, Chief Investment Strategist at Edelman Financial Engines, breaks down the market outlook and where opportunities remain. Mark Zandi, Chief Economist at Moody’s, analyzes the economic outlook and the latest developments surrounding Fed Chair Kevin Warsh ahead of his first Jackson Hole speech as Fed chair. Dana Telsey of Telsey Advisory Group breaks down results from Gap and the growing divergence across consumer stocks. Werner Enterprises CEO Derek Leathers discusses shipping demand from major retailers.

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.

Much of the market traded sideways this week as traders awaited Nvidia’s latest quarterly numbers. The day is finally here and we have you covered from every angle. Preview and reaction with our Kristina Partsinevelos, Deepwater’s Gene Munster, Moor Insights & Strategy’s Patrick Moorhead, Bespoke’s Paul Hickey and Benchmark Company’s Coddy Acree. Plus, Jim Cramer interviews Salesforce’s Marc Benioff and Anthropic’s Dario Amodei to discuss their new partnership.

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.

Man Group’s Kristina Hooper breaks down Kevin Warsh’s closely watched moment and what the shifting policy outlook means for stocks. The episode also examines one of the more surprising turns in the AI trade: Ryan Levine, Senior Utilities Analyst at Citi, explains what happened to the expected AI boost for utilities and whether surging data center power demand can still translate into gains for the sector. Consumer trends come into focus as Ike Boruchow of Wells Fargo examines what a potentially warm winter could mean for retailers and apparel companies. Jonathan Boyar makes the case for value investing and identifies opportunities away from the market’s most crowded trades. Nvidia takes center stage ahead of earnings later this week. Tim Arcuri of UBS previews the report and outlines the key signals to watch across AI demand, spending and the semiconductor ecosystem.

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.

Roosevelt Bowman, Senior Investment Strategist at Bernstein Private Wealth Management, assesses the broader market backdrop and where investors should focus heading into the final weeks of summer. Former Federal Reserve Vice Chair Alan Blinder breaks down the outlook for rates and the economy ahead of Jackson Hole. Crypto markets remain volatile despite a recent rally: Andrew Moss of Jefferies explains why he believes it is still too early to declare the correction over or expect a sustained run to new highs. Plus, the increasingly complex financing behind the AI boom and how off-balance-sheet investments are helping fund the infrastructure buildout. Warren Pies of 3Fourteen Research warns that macro risks are rising and outlines what could challenge the market’s momentum. Finally, Harsh Kumar of BMO on his launch coverage of semiconductors and quantum computing and explains where he sees opportunities across both technologies.

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.

Markets grapple with a renewed bond debate after the Treasury’s intervention. Robert Tipp, Global Head of Bonds at PGIM Fixed Income, breaks down the Treasury market and what rising deficits mean for yields. Former Kansas City Fed President Esther George weighs the Fed’s next move. Walmart stock sinks in its latest results. Rupesh Parikh of Oppenheimer, who downgraded the stock ahead of earnings, examines whether the latest concerns reflect a Walmart-specific problem or broader pressure on consumer spending. Our Contessa Brewer takes a look at a growing challenge for the AI industry: how insurers can price the risk of rogue models and who ultimately bears the cost when AI systems cause damage. Adam Farstrup, Head of Multi-Asset Americas at Schroders, assesses the broader market and how investors should balance stocks, bonds and macro risk. Plus, our Seema Mody looks ahead to a critical week for software earnings and whether upcoming results can sustain the sector’s recent rally.

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.

Elizabeth Burton, Chief Strategist at Fortress Investment Group, assesses the broader investment landscape and where she sees opportunity as investors balance growth against emerging risks. Health care takes center stage as Courtney Breen of Bernstein breaks down developments involving Moderna and Merck and what they mean for biotech and pharmaceutical investors as both stocks soar following promising results in a late-stage trial. Moderna jumped nearly 200%. Lo Toney of Plexo Capital tackles a key question in the AI race: is OpenAI losing momentum? Our Eunice Yoon reports on a Chinese humanoid robotics company going public and what the deal reveals about China’s ambitions in robotics and AI. Finally, Kate McShane of Goldman Sachs analyzes the latest retail movers, reacts to Target and previews Walmart earnings as investors search for fresh signals on the health of 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.

Markets turn skittish as rising Treasury yields and oil prices challenge investors’ willingness to chase stocks near record highs. Priya Misra of JPMorgan Asset Management breaks down the bond market selloff and what’s driving the move. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, explains what higher yields mean for equities and whether the market can continue to climb. Technician Jonathan Krinsky of BTIG argues it may be time to pare back risk. He breaks down the technical picture and weighs opportunities in financials and energy as market leadership shifts. Plus, Toll Brothers earnings with John Lovallo of UBS.

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.

Markets continue to lean on technology as investors weigh strong earnings against rising geopolitical and macro risks. Dan Niles, Founder and Portfolio Manager of Niles Investment Management, explains why he remains bullish but sees reason to get more selective as stocks climb. Dennis Unkovic, author of The Fragility of China, assesses the state of China's economy, weakening consumer demand and Beijing's push to make technology a key engine of growth. Joe Amato, President and CIO of Neuberger Berman, looks beneath a powerful earnings season and explains why he believes the AI capital spending cycle is spreading through the broader economy.

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.

Dan Ives of Yorkville Ives & Co. breaks down the renewed tech rally and what could keep it going. John San Marco of Neuberger Berman previews retail earnings. Marta Norton, Chief Investment Strategist at Empower, assesses the broader rally and what investors should watch as stocks continue setting records. AeroVironment Chairman and CEO Wahid Nawabi discusses new drone tariffs and what they could mean for the defense industry and domestic manufacturing. Former White House Chief of Staff Mick Mulvaney examines mounting pressure on prediction markets and the regulatory risks facing the industry. Joe Mazzola of Charles Schwab breaks down retail investor behavior and reveals where individual investors are putting money to work and which major tech names they are selling. Plus, our Robert Frank reports live from Pebble Beach on a dramatic generational shift in classic cars as younger collectors abandon traditional “boomer cars” for supercars from the 1990s and 2000s, raising new questions about a potential bubble.

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.

Markets digest tame inflation data, falling oil prices and another round of tech earnings. Mike Pyle, Deputy Head of BlackRock’s Portfolio Management Group, assesses the broader market backdrop and what could drive the next move. Ray Wang, Chairman of Constellation Research, breaks down the tech trade and where the AI investment cycle goes from here as Applied Materials reports earnings. John Kolovos, Head of Technical Strategy at Macro Risk Advisors, analyzes the charts and identifies the signals that matter most for market momentum. Our Katie Tarasov takes an inside look at SK Hynix, its massive expansion in South Korea and its first U.S. factory. She examines whether soaring demand for high-bandwidth memory has permanently changed the economics of the industry or whether SK Hynix risks overbuilding if the AI boom slows.

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.

Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, explains why rising forward earnings estimates should continue to support stocks and why he expects tech to lead despite potential headwinds over the next two months. Earnings from Cisco and Cerebras, including reaction from Wedbush’s Matt Bryson. David Snyder, Managing Principal and Chief Investment Officer at Journey 1 Advisors, explains why he remains heavily invested but has added hedges as he prepares for the possibility of a correction or bear market. He identifies a potential oil price spike as a key risk that could tighten financial conditions.

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.

Sonali Basak, Chief Investment Strategist at iCapital, assesses the broader market setup and where investors can find opportunity as valuations and macro risks compete for attention. Super Micro and CoreWeave puts the AI infrastructure trade back in focus. Brent Thill of Jefferies reacts to CoreWeave results and explains what they reveal about demand for compute, AI spending and the economics behind the buildout. Our Julia Boorstin has a rare interview with Sony Pictures Entertainment CEO Ravi Ahuja on the state of the media industry, the evolving economics of Hollywood and the power of franchises like Spider-Man.

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.

AI and Wall Street titans combine forces: NVIDIA’s Jensen Huang, Goldman Sachs’ David Solomon, BlackRock’s Larry Fink, Blackstone’s Jon Gray, Apollo’s Jim Zelter, Brookfield’s Bruce Flatt and KKR’s Waldemar Szlezak discuss with our Becky Quick their new agreement $500B between the companies to fund AI infrastructure projects.

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.

Brad Neuman, Director of Market Strategy at Alger, assesses what the changing rate outlook means for growth stocks and the broader market. Phil Streible of Blue Line Futures explains what copper and other commodities are signaling about global demand, inflation and the economy. Plus, OpenAI is delaying the release of an AI model. CrowdStrike co-founder Dimitri Alperovitch tackles the growing concern around AI models behaving unpredictably and what companies need to do to contain the cybersecurity risks. Then Katie Stockton of Fairlead Strategies analyzes the technical setup for semiconductors, Oracle and other key stocks as investors look for the market's next move.

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.

Darrell Cronk, CIO of Wells Fargo Wealth & Investment Management, explains where markets go from here as investors weigh strong earnings against macro risks. Former Kansas City Fed President Thomas Hoenig discusses why policymakers are holding firm and what a more hawkish Fed could mean for rates and markets. Plus, the growing divide in athletic apparel: Michael Binetti of Evercore explains why he downgraded Nike, remains bearish on Under Armour and what the latest trends say about consumer demand. Our Annika Kim Constantino reports on the FDA's approval of Moderna's mRNA flu vaccine and what it means for the biotech sector then our Brandon Gomez on the latest company moves to deal with the increasingly widespread cyclosporiasis outbreak. Then former CDC Director Mandy Cohen explains what's driving the increase in foodborne illnesses and how consumers and businesses should respond.

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.

Dan Skelly of Morgan Stanley Wealth Management explains what’s driving the rally and why stronger-than-expected second-quarter earnings continue to support equities. Tim Horan of Oppenheimer reacts to SpaceX's first report as a public company--shares fell after hours The other big earnings mover: AMD. Stacy Rasgon of Bernstein analyzes the results and explains what they signal for AI infrastructure, semiconductor demand and the competitive landscape. Bradley Tusk discusses AI executives heading to Washington, the policy debates taking shape around artificial intelligence and the growing influence of SpaceX. Plus, a preview of Disney earnings from Julia Boorstin and a look ahead at the next catalysts driving 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.

Investors digest another busy day of earnings and prepare for a pivotal week in technology. Anastasia Amoroso, Chief Investment Strategist at Partners Group, explains what could drive the S&P 500 to fresh highs and where investors should look as market leadership continues to evolve. Asad Haider of Goldman Sachs discusses healthcare deal activity, previews key earnings and explains what investors should watch across the sector. Louie DiPalma of William Blair reacts to Palantir results and outlines why he continues to see significant upside for the stock. Our Diana Olick examines the impact of mortgage rates climbing to their highest level in nearly a year and what the latest housing data means for homebuilders. Casey Newton tackles one of the biggest questions facing the AI race: whether China is closing the gap with the U.S. and what rapid advances in Chinese open-source models could mean for cybersecurity and global competition.

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.

The market digests one of the busiest weeks of earnings season—including Microsoft and Amazon posting their best days in years. NedEdge Wealth’s Cameron Dawson assesses how markets are responding after a flood of earnings reports and explains where she sees the next opportunities. TrustedSEc founder David Kennedy talks the latest developments on AI agents hacking outside their organizations—without prior approval. Vital Knowledge’s Adam Crisafulli explains why many of the market's biggest winners from the first half of the year have become July's laggards while some of the year's weakest performers are staging a comeback. He discusses what that rotation means for investors heading into the second half. Plus, looking ahead to SpaceX earnings. Chad Anderson of Space Capital discusses what investors should watch and what the company's results could mean for the broader space economy.

Amazon and Apple are take center stage as the latest megacaps to report earnings. Mark Mahaney of Evercore analyzes the results and explains what Amazon’s numbers mean for AI spending, cloud growth, advertising and the broader tech landscape. Kevin Gordon of Charles Schwab steps back to assess the market's reaction and where investors should position next. Guy LeBas of Janney Montgomery Scott grades Kevin Warsh’s performance during his second press conference and what it means for rates, the economy and monetary policy. Amit Daryanani of Evercore reacts to Apple’s quarter and discusses what it signals for iPhone demand, AI strategy and the company's outlook. John Kolovos of Macro Risk Advisors breaks down the market's technical picture and identifies the key levels investors should watch after a pivotal week of 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.

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.

Stocks plunge into the close as Microsoft and Meta report as the Federal Reserve decision collides with results from the market's largest technology companies. Brenda Vingiello of Sand Hill Global assesses the broader market after earnings from Microsoft and Meta. Brent Thill of Jefferies breaks down the results and explains what they reveal about AI spending, cloud demand and the outlook for the biggest technology companies. Former Federal Reserve Governor Daniel Tarullo evaluates the Fed's latest decision and discusses what it means for inflation, growth and the path of monetary policy.

Wall Street prepares for the Federal Reserve's next decision and another wave of major earnings. Paul Hickey of Bespoke assesses the broader market and explains what investors should watch as earnings season accelerates. Ford headlines the earnings slate when CFO Sherry House joins to discuss the company's results and outlook. Other earnings include Visa, Seagate, KLA, Mondelez and several key semiconductor names, including NXP, Qorvo and Skyworks. Greg Tuorto of Goldman Sachs on why small caps could be poised to outperform. Plus, a look ahead at Apple's reported phone leasing plans with our Mackenzie Sigalos and the key catalysts investors will be watching next.

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.

Our Seema Mody recaps the wild session while Eunice Yoon reports on CXMT's soaring market debut and what it means for China's semiconductor ambitions. Lori Calvasina of RBC assesses the broader market outlook and explains where investors should look as leadership continues to evolve. John Belton of Gabelli discusses whether technology spending can continue at its current pace as companies race to expand AI infrastructure. CME is launching of single-stock futures. CME’s Tim McCourt explains how the new products could change the way investors trade individual companies. Willy Walker, CEO of Walker & Dunlop, discusses the AI-driven data center boom and why REITs tied to digital infrastructure continue to attract investor interest.

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.

Sebastien Page, Head of Global Investments and CIO at T. Rowe Price, explains why he remains modestly overweight stocks. Frank Lee, Global Head of Tech Hardware and Semiconductor Research at HSBC, breaks down another wild week for semiconductors. Plus, why rising oil prices could become the biggest threat to the market: Warren Pies of 3Fourteen Research explains. Eric Johnston, Chief Equity and Macro Strategist at Cantor, argues the momentum unwind in semiconductors is ending and explains why strong fundamentals and improving earnings estimates support staying with the trade through earnings season. Craig Moffett of MoffettNathanson analyzes the outlook for telecom stocks as investors reassess defensive sectors.

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.