Closing Bell

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, Jon Fortt, Morgan Brennan 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, Jon Fortt, Morgan Brennan 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.

We bring you all the action from a wild day in the markets. After Nvidia’s strong earnings, shares were up 5% in early trading. But by midday, Nvidia was in the red, dragging the rest of the market with it. Paul Hickey of Bespoke and Schwab Asset Management’s Omar Aguilar break down the market action. Earnings from Gap, Ross Stores, and Intuit set the tone for retail and software. New T-Mobile CEO Srini Gopalan on the sector’s growing competition. Tony Wang of T. Rowe Price joins to look at tech’s midday selloff and Nvidia. The nuclear-AI trade unwind with Fermi CEO Toby Neugebauer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia shares gained in Overtime after the company delivered strong results, topping estimates for earnings and revenue while raising its guidance. Nvidia CEO Jensen Huang said that sales for the company’s current-generation GPU, called Blackwell, are “off the charts.” We have you covered from every angle. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

All eyes are on Nvidia today. What should investors expect from the report, the guidance, and the conference call? We discuss with Kristina Partsinevelos, Bernstein’s Stacy Rasgon and Capital Area Planning Group’s Malcolm Ethridge. Plus, Sherry Paul from Morgan Stanley tells us what’s at stake for the AI trade on the back of those critical earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The markets closed lower in a volatile session ahead of Wednesday’s Nvidia report, the most closely-watched earnings of the quarter and maybe the year. We have the technical read and what a top analyst is watching. Plus, Microsoft’s AI sales push and CEO of global industrial giant ABB on the key economic signals from around the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We debate the state of the markets ahead of Nvidia’s earnings in a little over 24 hours from now with our all-star panel Sofi’s Liz Thomas, Humilis’ Brian Belski, iCapital’s Sonali Basak. Plus, NYU’s Aswath Damodaran weighs in on tech valuations. And, Goldman Sachs’ Elizabeth Burton tells us where she is finding opportunities outside of the U.S. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kristina Partsinevelos recaps the market while Rick Santelli breaks down bond market moves and Mackenzie Sigalos explains Bitcoin’s “death cross.” Stephanie Aliaga from JPM Asset Management outlines the AI investment thesis, and Ben Bajarin of Creative Strategies weighs in on NVIDIA earnings and Apple succession plans. Drew Pettit of Citi explores thematic baskets heading into year-end, and Dallas Tanner, CEO of Invitation Homes, provides insight on the housing market. 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, Jon Fortt, Morgan Brennan 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.

Morgan Brennan sits down with Dirk Wallinger, York Space Systems founder and CEO, on the latest episode of Manifest Space. They discuss the rapid shift in the role space plays in national security—and why supply chain resiliency is more important then ever, plus York’s role as a prime contractor for the U.S. government and who wins the next era of commercial and defense space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A volatile week in markets as Mackenzie Sigalos breaks down the big crypto selloff and Steve Liesman explains the Fed’s dilemma. Sam Stovall of CFRA and Jose Rasco of HSBC analyze market reactions, while Seema Mody highlights the GPU-driven tech selloff and debates over Oracle and CoreWeave valuations. Futurm’s Daniel Newman on how this week fits into the broader AI narrative. Katie Stockton of Fairlead walks through the technical on Nvidia, VIX and more. Courtney Reagan discusses Walmart’s new CEO. Finally, Adam Crisafulli of Vital Knowledge previews next week’s market catalysts. 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, Jon Fortt, Morgan Brennan 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.

Stocks sold off today, especially in tech. More fears around the valuations in the AI trade hitting some high-momentum names. One bright spot: health care. Bernstein analyst Lance Wilkes breaks down his top picks. Cursor CEO Michael Truell on the company’s latest fundraise and valuation, nearly tripling in just five months. Plus, our Melissa Lee on some popular insurance schemes that offer huge savings on medications – but could put patient lives in danger. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is this another routine but fleeting gut check or are the bull market underpinnings of tech leadership and a friendly Fed buckling? We discuss with Cheryl Young from Rockefeller Global Family Office, Gabriella Santos of JP Morgan Asset Management and Yung-Yu Ma of PNC Asset Management. Plus, Jeff DeGraaf of Renaissance Macro tells us where he is finding opportunities outside of tech. And, former Dallas Fed President Robert Kaplan tells us if he thinks the Fed will cut in December. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow notched its first close above 48,000 despite tech falling today. Carson Group’s Ryan Detrick and Wealth Enhancement’s Ayako Yoshioka break down the market action. Cisco rises after reporting earnings. Our Leslie Picker on the record run for big banks. Commvault CEO Sanjay Mirchandani on protecting data as AI enhances cybersecurity threats. Fast Money trader Tim Seymour gives his top international picks. We close out with Needham’s Laura Martin previews tomorrow’s Disney 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, Jon Fortt, Morgan Brennan 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, Jon Fortt, Morgan Brennan 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.

A flurry of AI headlines have investors talking today. Deirdre Bosa breaks all of those down for us – and we discuss with our panel Trivariate’s Adam Parker, New York Life Investment’s Lauren Goodwin and JPMorgan’s Jordan Jackson. Plus, of all the mega-cap companies dolling out hundreds of billions in cap-ex, Apple has escaped much of that scrutiny. The company has often been criticized for being late to the AI party… but could that be a blessing in disguise? We break that down with Steve Kovach and Big Technology’s Alex Kantrowitz. And, AMD held its first analyst day in years. We run through the biggest headlines and what it could mean for the stock. 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, Jon Fortt, Morgan Brennan 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, Jon Fortt, Morgan Brennan 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.