Closing Bell

Chris Calio, the Chair and CEO of RTX, dives into the company's plans for ramping up munitions production and navigating supply chain challenges, while also highlighting commercial aerospace growth. Horacio Rozanski, leading Booz Allen Hamilton, discusses the firm's strategic transition towards AI and its impact on national security amidst budget changes. Julia Boorstin, CNBC's media expert, analyzes the ramifications of Netflix's potential acquisition of Warner Bros. Discovery, raising concerns about the future of streaming and theatrical releases.

Jeremy Siegel, a finance professor and market expert, shares insights on stock valuations and compares today's market to the late '90s. Bryn Talkington discusses fiscal impacts and consumer trends, while Ankur Crawford reveals top stock picks for the AI and tech sectors in 2026. Alex Lasry, CEO of the FIFA World Cup host committee, talks about infrastructural planning and economic benefits of the upcoming tournament. The conversation also delves into interest rates, holiday sales, and the implications of market dynamics.

Investors weigh bonds, jobless claims, and rising economic concerns with Jim Paulsen of Paulsen Perspectives and Charles Bobrinskoy, Vice Chairman at Ariel Investments. Earnings from Hewlett Packard Enterprise, Rubrik, Ulta Beauty, and SentinelOne help shape the afternoon narrative. Mike Proulx of Forrester and Lloyd Walmsley of Mizuho analyze Meta’s reported pullback in metaverse spending and its implications for the tech landscape. We also hear from Rubrik CEO Bipul Sinha on results, dig into retail earnings with Courtney Reagan, and assess the 2026 IPO outlook with Brianne Lynch, Head of Market Insights at EquityZen, before wrapping with a look at tomorrow’s key market drivers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this engaging discussion, Steve Kovach, a CNBC technology reporter, dives into the fierce competition among major tech players in the AI device market. He shares insights on the implications of Meta poaching Apple's design chief and explores the shift towards consumer AI products. Dan Greenhaus, a market strategist, evaluates sector rotations and the strong performance of banks amidst the evolving market landscape. Meanwhile, Mohamed El-Erian, Chief Economic Advisor at Allianz, provides thought-provoking commentary on potential Fed chair candidates and their impact on equity markets.

Morgan Brennan sits down with Will Roper, Istari CEO, on the latest episode of Manifest Space. They discuss the startup’s big news announced today: partnering with Blue Origin on making a moon dust battery – a device designed entirely with AI. They discuss Istari's "ground" infrastructure that lets AI innovate within guardrails, preventing hallucinations while maintaining creativity. Plus, why connecting data without consolidating it could transform aerospace and defense. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nick Fink, CEO of Fortune Brands Innovation, dives into the intricacies of consumer spending and remodeling demand, shedding light on the health of the housing market. He discusses the company's innovative supply chain strategies aimed at adapting to market conditions. Fink also offers insights into upcoming trends for 2026, addressing how consumer preferences are shifting in home improvement. The conversation is lively and packed with valuable data for anyone interested in the dynamics of the housing industry.

Chris Heisey, Chief Investment Officer at Bank of America Private Bank, shares insights on macro trends and asset allocation. He explains why a cautious bullish stance may prevail in 2026, with tailwinds from fiscal relief and modest profit growth. The conversation shifts to AI, discussing how companies are leveraging it for efficiency and the potential for lasting productivity gains. Heisey also emphasizes the importance of rebalancing portfolios after gains and highlights key sectors like healthcare and cybersecurity amid evolving market dynamics.

Michael Dell joins from the White House first on CNBC after pledging over $6B to partially fund investment accounts for 25 million American children. He also discusses the broader AI trade and demand. Argent Capital’s Jed Ellerbroek and Innovator ETFs Tim Urbanowicz break down today’s market action. Pure Storage CEO Charles Giancarlo joins after earnings—the stock fell in Overtime but he makes the case for strong demand. Jefferies analyst Sheila Kahyaoglu on Boeing best day since April and if the bottom if in 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.

Stocks, crypto fall to start December as the risk-off trade continues. HSBC’s Max Kettner breaks down the market action. T. Rowe Price’s Tony Wang talks top tech stocks on the three-year anniversary of the AI bull market. Black Friday winners and losers with Goldman Sachs’ Kate McShane. New MongoDB CEO CJ Desai on the company’s latest quarter.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.