Closing Bell Closing Bell Overtime: Commvault CEO on Cyber Protection in AI Age; Top International Picks; Previewing Disney Earnings 11/12/25
Nov 12, 2025
Tim Seymour, CIO of Seymour Asset Management and a CNBC contributor, shares insights on international markets and sectors poised for growth. Seema Modi, an on-site reporter at the New York Stock Exchange, dives into sector rotation away from tech and the current sentiment around AI. Commvault CEO Sanjay Mirchandani discusses the vital role of cybersecurity in an AI-dominant landscape, particularly exploring their innovative Unity platform. Also featured is a preview of Disney's upcoming earnings and the challenges they face in the current market.
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Rotation Beyond Mega Caps
- Market rotation out of big tech into healthcare, financials, and materials signals broader participation beyond a few mega-cap names.
- Ryan Detrick argues diversified portfolios benefit as more sectors and stocks move above key moving averages.
Breadth Showing Real Strength
- Ryan Detrick notes recent expansion in stocks above 20- and 50-day moving averages as evidence of improving breadth.
- He points to global strength, like Germany's rally, as confirmation the rally isn't narrow.
Diversify Away From Expensive Tech
- Consider diversifying into cheaper sectors like financials, industrials, and healthcare when tech valuations look stretched.
- Don't overcommit to MAG7; hold global allocations to capture other opportunities, per Ryan Detrick.