Closing Bell

CNBC
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Aug 6, 2025 • 43min

Closing Bell Overtime: CEA Chair On Tariffs Deadline, Jobs Data; Tim Cook Visits White House, Announces New Investment Plan 8/6/25

Steve Myron, the Chairman of the White House's Council of Economic Advisers, discusses crucial economic policies, including the implications of looming tariffs. He dives into the dynamics of labor market data and its impact on the dollar. Meanwhile, Steve Kovach analyzes Apple’s impressive $100 billion investment strategy aimed at bolstering U.S. manufacturing, exploring its potential impact on the market and upcoming earnings. They also examine the shifting landscape of investments, highlighting the tension between corporate commitments and economic realities.
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Aug 6, 2025 • 43min

Closing Bell: Apple’s Tim Cook Head to the White House

Tim Cook's visit to the White House takes center stage, emphasizing a $100 billion investment in American manufacturing. Experts discuss the implications for Apple amid trade tensions and changing tariffs. The podcast also highlights the shifting dynamics in the IPO market and the recent stock performances of McDonald's and Snap. With the rise of generative AI, there's optimism in tech, despite mixed economic signals. The influence of CEO relationships in the current market adds another layer of intrigue.
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Aug 5, 2025 • 41min

Closing Bell Overtime: 8/5/25

The podcast dives into today's stock market fluctuations and the implications of upcoming semiconductor tariffs. There’s a deep analysis of bond yields and Q2 earnings from major players like Amgen and Supermicro, painting an optimistic market outlook. Snap's struggling earnings are contrasted with Rivian's losses and Axon's growth. Hinge Health's innovative digital therapy approach impresses, while Palantir shines amidst defense tech innovations. Finally, Zoetis reports strong earnings, despite challenges with one of their flagship products.
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Aug 5, 2025 • 43min

Closing Bell: Momentum Grinding to a Halt? 8/5/25

Join Adam Parker, Founder of Trivariate Research, Steve Leisman from CNBC, and Keith Lerner of Truist Wealth as they dive into the current market dynamics. They debate whether the market is just catching its breath or has stalled. Key topics include navigating stagflation, the labor market's resilience, and investor sentiment towards 'meme stocks.' Plus, they discuss Disney's upcoming earnings, the challenges facing ESPN in streaming, and AMD's success in AI, highlighting the evolving investment landscape.
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Aug 4, 2025 • 43min

Earnings Parade Rolls On With Palantir, Hims & Hers, Lattice, Axon and More 8/4/25

Rick Santelli, a seasoned CNBC correspondent known for his sharp insights on the bond market, discusses the rebound in major stock averages and the dynamics shaping investor sentiment. He highlights significant gains in tech and communication sectors, alongside a downturn in crude oil prices due to OPEC Plus decisions. Santelli also explores the divergence of AI-focused stocks from the broader market, the impact of new tariffs on retailers as the school year approaches, and implications of Tesla’s recent compensation package for Elon Musk.
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Aug 4, 2025 • 46min

Closing Bell: The Future of the Rally 8/4/25

Join Jeffrey Gundlach, the founder and CEO of DoubleLine, as he dives into the complexities of the US economy and speculates on potential interest rate cuts by the Fed. Topics range from the intricate balance between inflation control and employment, to the implications of a possible leadership change at the Federal Reserve. Alongside industry experts Chris Hyzy and Cameron Dawson, they dissect market recovery strategies amid volatility, highlighting the varying performances of small-cap and large-cap stocks while maintaining a cautious outlook on economic shifts.
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Aug 1, 2025 • 43min

Stocks Sink To Start August 8/1/25

Rick Santelli, a CNBC contributor based in Chicago, dissects the turbulent stock market alongside insights from other finance experts. They delve into the implications of a dismal July jobs report, sparking worries about data reliability and interest rate cuts. The podcast also tackles the sharp declines in tech stocks, especially concerning Tesla's recent legal troubles. Listeners will find discussions on employment trends, market narratives, and the broader economic landscape both enlightening and thought-provoking.
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Jul 31, 2025 • 22min

Manifest Space: Apple’s Emergency Services, Physical AI & The Fight for Spectrum with Globalstar CEO Paul Jacobs 7/31/25

Paul Jacobs, CEO of Globalstar and former Qualcomm leader, dives into the future of satellite communications, particularly how Globalstar powers Apple’s emergency services. He discusses the shift from traditional satellite phones to advanced smartphone messaging systems and the innovative blending of cellular technology. Jacobs also highlights the importance of spectrum in modern telecom, including collaboration with SpaceX and the evolving landscape of satellite connectivity. Expect insights on industrial IoT and how spectrum allocation shapes technology’s future.
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Jul 31, 2025 • 44min

Closing Bell Overtime: Amazon & Apple Headline Another Huge Day Of Earnings; Coinbase CFO On Latest Quarter 7/31/25

Barbara Duran from BD8 Capital Partners shares her expert insights on the latest earnings reports from tech giants Amazon and Apple. She highlights the mixed market reactions despite strong performances, especially noting Amazon’s AWS division and its implications on income. Duran discusses the competitive landscape in AI and cloud technologies, and how evolving financial metrics affect major players like Meta. The conversation also touches upon Coinbase's latest financial strategies and what it means for crypto's future.
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Jul 31, 2025 • 43min

Closing Bell: Countdown to Apple and Amazon Earnings 7/31/25

Tech investors are buzzing about impending Apple and Amazon earnings. A stellar panel dissects the intricate dance of capital expenditures and market valuations in the tech arena. Figma's Wall Street debut is a highlight, showcasing AI's role in transforming design. Meanwhile, the healthcare sector faces challenges, but AI adoption hints at a brighter future. Analysts weigh in on market dynamics following strong earnings from major players like Meta and Microsoft, revealing potential investment opportunities amidst ongoing economic shifts.

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