Closing Bell Closing Bell Overtime: 11/24/25
Nov 24, 2025
In this discussion, Mike Santoli, a senior markets commentator, dives into investor positioning and the implications of current market trends. He highlights the persistent underperformance of active funds. Meanwhile, Emily Wilkins, a journalist specializing in AI policy, reveals the intricacies of an upcoming White House executive order aiming to enhance U.S. AI labs, alongside the ongoing debate over federal versus state regulation. Their insights shed light on the future of tech and finance as the landscape rapidly evolves.
AI Snips
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Transcript
Episode notes
AI Trade Reignites Tech Leadership
- The AI trade reignited market leadership, lifting big tech, chips, and momentum names on renewed rate-cut odds.
- Tech's rally was broad-based with Magnificent Seven gains and chip stocks like Micron and Broadcom surging.
Institutional Flows Shape Crypto Moves
- Crypto rebounded as spot Bitcoin ETF flows turned positive, hinting institutional buyers may be returning.
- Rising stablecoin share signals increased risk aversion and a classic bear-market dynamic in crypto.
Don’t Overreact To Fed Noise
- Don't overreact to short-term Fed talk; focus on 6–12 month outlook for cuts and earnings growth.
- Use weakness in tech as buying opportunities since earnings trends support longer-term gains.