Closing Bell

In this lively discussion, Keith Lerner, Co-Chief Investment Officer at Truist Wealth, and Mike Santoli, Senior Markets Commentator, dive into the resilient consumer landscape and retail earnings amidst macroeconomic shifts. They explore how retail investors are bravely buying the dip despite stock fluctuations. The conversation highlights the potential comeback of UnitedHealth, amidst chatter about legislative implications on estate taxes and insights into the booming tech sector driven by AI.

Jeremy Siegel, a Wharton finance professor and chief economist at WisdomTree, shares his market expertise, focusing on the trend of optimism in the financial sector. Christina Partsinevelos, a CNBC correspondent, breaks down the latest market movers and economic indicators. They discuss the impact of rising interest rates, tariffs on consumer confidence, and the resilience of tech stocks, particularly in the semiconductor industry. The duo also analyzes Apple's production challenges and future market opportunities as they navigate shifting dynamics.

Tyler Bernstein, CEO and co-founder of Zeno Power, is on a mission to revolutionize nuclear energy for remote locations. He reveals how Zeno Power's recent $50 million funding round will propel their innovative nuclear batteries into markets like maritime and lunar operations. Bernstein discusses significant contracts with NASA and the Pentagon and the challenges of deploying sustainable energy in extreme environments. He also explores the future of deep-sea mining and the regulatory hurdles tied to nuclear technology.

Rob Painter, CEO of Trimble, leads a tech titan specializing in construction, agriculture, and transportation solutions. He dives into how Trimble is leveraging space technology and AI, transforming trillion-dollar industries with innovative data applications. The conversation covers the company's evolution from GPS to a leader in precision agriculture and construction tech. Painter also addresses the impact of geopolitical risks on satellite reliability and highlights the financial outlook for 2025 as Trimble embraces a software-centric future.

U.S. stocks show diverse performance with the NASDAQ halting its winning streak while the S&P gains. The merger of Dick's Sporting Goods and Foot Locker is explored, highlighting strategic risks. Take-Two Interactive faces significant losses, while Kava shows promising growth. Cryptocurrency platform Coinbase grapples with cybersecurity challenges. Berkshire Hathaway adjusts its investments amid market shifts, and rising bond yields stress small caps. Michael Burry's ventures, especially in NVIDIA and Estee Lauder, shed light on the evolving copper industry's importance in electrification.

Chris Harvey, Head of Equity Strategy for Wells Fargo Securities, brings a wealth of experience to the conversation. He discusses the resilience of stock markets amid sluggish consumer spending and rising interest rates. The dialogue shifts to the evolving economic landscape, touching on tax cuts and labor market intricacies. Harvey also covers the tech sector's challenges, particularly in AI development at Meta, and Coinbase's strategic shift to a brokerage model. Insights on crypto dynamics and market reactions to corporate challenges round out this engaging discussion.

Eamon Javers, CNBC's Senior Washington Correspondent, dives into the latest trends impacting the tech industry. He discusses the impressive resurgence of major players like Nvidia and Tesla, and what it means for the market. The conversation shifts to CoreWeave's debut as a public company, revealing its significant revenue growth. Javers also unpacks the implications of eToro's IPO and core market shifts from consumer trends to geopolitical events shaping economic policies. Join for insights that blend finance with tech's evolving landscape!

Adam Parker, CEO of Trivariate Research, Jim Chanos, founder of Chanos & Company, and David Einhorn, co-founder of Greenlight Capital, dive into market dynamics and investment strategies. They analyze the discrepancies between market expectations and economic realities. The conversation touches on NVIDIA's rebound and its market significance, speculative behaviors in cryptocurrency, and value investing opportunities in international stocks. Listeners gain insights into the evolving landscape of investments, including the implications of recent fiscal policies.

In a lively discussion, market experts dissect the recent surge in the S&P 500 with Coinbase making its debut. Insights into Supermicro's AI strategy reveal why Wall Street is taking notice. CyberArk's pivot toward a subscription model and its implications for cybersecurity are explored. The conversation also covers investor sentiment shifts towards risk, including Tesla's return to a trillion-dollar valuation. Finally, cracks in the high-end art market and new opportunities in equities and fixed income are highlighted, making for a fascinating listen.

Dan Greenhouse, Chief Strategist at Solus Alternative Asset Management, shares valuable insights on today’s markets. He discusses NVIDIA's adaptive strategies amidst trade tensions and explores the evolving tech landscape with AI and robotics at the forefront. The conversation delves into the performance indicators of various sectors, including the S&P 500’s recovery, and examines how geopolitical shifts are influencing investor sentiment. Greenhouse also emphasizes the challenges small businesses face amid changing economic policies and rising borrowing costs.