Closing Bell Closing Bell Overtime 11/26/25
Nov 26, 2025
Mike Santoli, a senior markets commentator known for his keen analysis of market trends, dives deep into the recent performance of the S&P 500. He shares insights on historical correction recoveries and highlights the importance of seasonal dynamics in retail. Santoli also discusses consumer behavior as it relates to holiday shopping, emphasizing the impact of short-squeezes on certain retailers. His perspective on the high-end market reveals resilience amidst luxury demand, painting a complex picture of current economic conditions.
AI Snips
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Episode notes
AI Still In Growth Phase
- Victoria Green says AI investing remains in the “middle innings” with earnings growth justifying multiples.
- She recommends keeping core tech positions while acknowledging valuation risks.
Diversify Beyond U.S. Tech
- Jim Schmiguel warns against concentration risk and urges diversification across global markets.
- He advises allocating 30–40% of equity to international and emerging markets.
Healthcare Leading The Recent Rally
- Victoria Green highlights November breadth with healthcare leading a strong rally.
- She notes quality health names generate durable free cash flow and are catching up to tech.