Closing Bell

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.

Get insights into market dynamics as Black Friday trends are examined, revealing consumer skepticism yet strong shopping intent. The impact of a recent CME outage raises concerns about data infrastructure in trading. Meanwhile, experts debate investment strategies for year-end, contrasting 'buy the dip' with risk management. Discover which retail giants are capturing holiday share and explore the shift from speculative tech to quality stocks. Finally, a deep dive into private capital's surge towards nuclear energy highlights innovative solutions for the future.

Mike Santoli, a senior markets commentator known for his keen analysis of market trends, dives deep into the recent performance of the S&P 500. He shares insights on historical correction recoveries and highlights the importance of seasonal dynamics in retail. Santoli also discusses consumer behavior as it relates to holiday shopping, emphasizing the impact of short-squeezes on certain retailers. His perspective on the high-end market reveals resilience amidst luxury demand, painting a complex picture of current economic conditions.

Katie Stockton, founder of Fairlead Strategies and expert technical strategist, dives into key S&P and Russell levels while sharing her sector preferences. Brian Kirschman, a portfolio manager at CQG Partners, offers a thought-provoking perspective on the sustainability of AI-driven spending, questioning the durability of investments in this area. Together, they explore market recovery trends, technical analysis, and the implications of shifting investor sentiment, particularly related to retail and tech sectors.

Mike Santoli, a seasoned markets commentator, dives into the current landscape of consumer trends and sector performance. He discusses the paradox of low consumer confidence versus a bullish stock market, revealing intriguing insights for investors. Santoli highlights the impact of falling oil prices and interest rates on consumer relief and sector opportunities. Additionally, he touches on the dynamic between the tech industry, particularly the influence of AI, and the evolving market conditions as we approach the holiday season.

Stocks soared following news of Kevin Hassett as a potential new Fed chair. Panelists discussed the implications of Fed dovishness and examined market outlooks for 2026. Former Dallas Fed president Richard Fisher offered insights on Hassett's candidacy and upcoming Fed decisions. Conversations also dove into Alphabet's cloud strategy and the tech sector's performance, including Nvidia and semiconductor trends. Plus, the team analyzed upcoming earnings from HP and Dell amid ongoing market rotations and sentiment shifts.

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.

Abby Goodenough from JPMorgan discusses market positioning and the potential for a year-end rally, particularly scrutinizing AI-related revenues. Jon Fortt provides insight into tech leadership and the impact of easing financial conditions on cyclicals. Mike Santoli highlights the importance of market breadth and volatility, especially regarding Nasdaq performance. The panel also considers the implications of Amazon's $15 billion AI data center expansion and Oracle's rising debt concerns, while exploring strategic portfolio management amidst shifting market dynamics.

Stephen Ross, founder of Related Companies and owner of the Miami Dolphins, shares insights on real estate development in Florida. He discusses how his investments are reshaping the landscape and attracting corporations. Ross emphasizes the importance of adding hospitals and universities to enhance the region's corporate readiness. He also delves into sports valuations, revealing why investors are flocking to sports teams as growth opportunities. With NFL expansion on the horizon, Ross offers a unique perspective on the intersection of sports and business.

Avery Sheffield, Co-founder and CIO of Vantage Rock, shares insights on AI and market positioning. Shannon Sikosia from Neuberger Berman discusses portfolio strategies and sector rotations amid recent market shifts. Stephanie Link from Hightower highlights investment opportunities in high-demand sectors. The trio delves into the impact of recent Fed comments, evaluates which AI companies are thriving, and reveals strategies for navigating post-pullback market dynamics. Expect actionable advice and expert opinions on how to optimize your portfolio!