Closing Bell

Join journalist Pippa Stevens and market commentator Rick Santelli as they dive into the latest trends in metal markets and the bond landscape. Stevens discusses the recent pullback in silver and copper, unpacking supply dynamics. Santelli analyzes Treasury yield movements while exploring potential Fed changes. The pair also tackles affordability pressures from rising electricity costs and discusses OpenAI's intriguing entry into ads, shedding light on how these shifts may reshape market strategies. A must-listen for financial enthusiasts!

In this discussion, Kevin Simpson, Founder and CIO of Capital Wealth Planning and Netflix shareholder, dives deep into the impact of Netflix's recent acquisition of Warner Bros. Discovery. He examines the balance between short-term investor preferences and the long-term strategic gains from this deal. Additionally, he highlights Delta Airlines as an attractive investment on the back of solid free cash flow and growth potential. Simpson provides valuable insights into navigating current market dynamics and earnings expectations.

Chip stocks are surging, fueled by strong earnings from TSMC and robust guidance for semiconductor investments. A major U.S.-Taiwan deal aims to bolster domestic chip manufacturing. Meanwhile, insights on retail sentiment showcase an uptick in options activity. The crypto world faces hurdles as a crucial bill stalls amid objections from Coinbase. Additionally, commercial real estate shows signs of slowdown while emerging markets display encouraging fundamentals. Amazon's legal battle with Saks adds another twist to the retail landscape.

Stephanie Link, a CNBC contributor and portfolio manager at Hightower, joins the panel to dive into the latest macro trends and sector rotation. They discuss the shift towards cyclicals and the implications of Taiwan's significant investment in U.S. chip production. Additionally, the conversation covers the strong earnings reports from major banks and the robust M&A outlook, highlighting investment strategies centered on quality financials. With retail investors making waves, Link shares insights on navigating the evolving market landscape.

Emily Wilkins, a congressional reporter, delves into recent legislative changes, notably the push for a stock trading ban for lawmakers and debates surrounding crypto regulations. Former Dallas Fed President Richard Fisher shares insights on Jerome Powell’s role amidst political pressures and the future of monetary policy. They discuss the interconnectedness of Washington and market movements, alongside the implications of these developments for investors.

Carol Craig, the dynamic CEO and Founder of Sidus Space, shares insights into her company's impressive journey, marked by a staggering 400% stock surge. She discusses the challenges of going public, including the impact of limited analyst coverage. Carol also reveals the significance of Sidus's recent contract win with the Missile Defense Agency under the Golden Dome strategy, highlighting its pivotal role in U.S. missile defense. This conversation not only showcases her leadership but also the exciting future of space technology.

In this insightful discussion, Jim Caron, a portfolio manager at Morgan Stanley, dives into macro factors like deglobalization and AI's transformative impact on value sectors. Aya Yashioca offers a client-centered perspective on the stability of the economy and how earnings are the key market drivers. Rashawn Williams shares his expertise on the surge of interest in mega IPOs, particularly in the sports sector, highlighting why these assets are becoming increasingly attractive to investors. Tune in for a deep dive into today’s market dynamics!

Christina Parts Nevelis, a CNBC correspondent at Nasdaq, delves into the market dynamics surrounding bank earnings and the pressure on credit card networks. She analyzes JP Morgan's post-earnings slump and the broader implications for financial stocks. The discussion also touches on the competitive landscape of AI affecting major software players like Salesforce and Adobe. With insights on sector breadth and market opportunities, Christina provides a vivid snapshot of current investment landscapes, making it a must-listen for financial enthusiasts.

Lizanne Saunders, Chief Investment Strategist at Charles Schwab, dives into market volatility, sector rotation, and why small caps may shine amid broader earnings growth. Mark Okada, Co-founder of Sycamore Tree Capital Partners, raises alarms about risks in below-investment-grade lending and the impending credit cycle. Megan Hsu from Wilmington Trust shares insights on the labor market's impact on earnings expectations and the importance of quality equities. Together, they explore the intricate dance between geopolitical risks and market dynamics.

Richard Fisher, former president of the Dallas Federal Reserve, discusses the implications of a DOJ probe into Jerome Powell, emphasizing threats to Fed independence. Rick Rieder from BlackRock shares a market outlook, calling for thoughtful investing strategies and pinpointing sectors like healthcare tech and energy infrastructure. Eamon Javers provides insight into White House reactions to the probe, while Phil LeBeau reports on record auto sales and high transaction prices, highlighting trends shaping consumer behavior.