Closing Bell

Join Stephanie Link, a seasoned CNBC contributor and Hightower Advisors expert, along with Frederick Mishkin, former Federal Reserve Governor, and Kevin Gordon from Charles Schwab. They dissect the Federal Reserve's decision to keep interest rates steady, the implications of rising tariffs, and their effects on the economy. The trio delves into the job market's resilience amidst trade uncertainties and shares insights on upcoming tech earnings, particularly highlighting Microsoft's hefty AI investments and Robinhood's impressive market performance.

Join market experts Paul Hickey, co-founder of Bespoke Investment Group, and Rick Santelli, Chicago-based markets commentator, as they dive into consumer behavior and the effects of Federal decisions on bond yields. They analyze earnings reports from major players like Visa and Starbucks, discussing investor sentiment amidst fluctuating stock performances. Nucor CEO Leon Topalian highlights the impacts of tariffs on steel demand, while insights into a significant railroad merger promise to reshape the logistics landscape.

Adam Parker, a CNBC contributor from Trivariate Research, and Mark Okada, Co-founder and CEO of Sycamore Tree Capital, dive into the future of the stock market rally. They explore the crucial factors driving market sentiment, including trade dynamics and institutional investor behavior. Additionally, they share insights into the credit market, highlighting shifting investor strategies amid economic uncertainties. The conversation also touches on the unique challenges facing specific stocks and the potential rise of bonds as a go-to investment choice.

This discussion dives into the critical U.S.-China trade talks unfolding in Stockholm and their potential market impact. Analysts weigh in on Nike's stock surge following a significant upgrade, highlighting improved sales prospects. The conversation also touches on Whirlpool's disappointing earnings and the implications of a new U.S.-EU trade deal. Additionally, there's a fascinating look at AI innovations enhancing customer service in the dining industry, showcasing the balance between technology and consumer satisfaction.

Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, shares insights on market dynamics influenced by tech earnings and Fed policies. Bill Miller IV from Miller Value Partners explores crypto strategies, highlighting Bitcoin's rise amid shifting legislative landscapes. The conversation dives into U.S. consumer spending resilience, implications of tariffs and inflation on investments, and the evolving role of AI in driving market growth. They also analyze the impact of significant market moves, showcasing Nike and the semiconductor industry's trends.

Christina Partsinevelos, a CNBC contributor, dives into the recent record highs of the S&P 500 and the factors driving market momentum. She discusses the resurgence of meme stocks and contrasts them with past trends. The rise of Palantir is under scrutiny as industry dynamics shift, particularly regarding AI's influence. The conversation also highlights retail stocks and the implications of upcoming tech earnings. Amid trade tensions over whiskey tariffs, the market landscape is set for exciting developments.

Tory Bruno, CEO of United Launch Alliance (ULA), discusses the upcoming Vulcan rocket launch, marking a significant milestone for national security missions. He emphasizes the competitive landscape of low-Earth orbit satellite services, particularly with Amazon's Kuiper project challenging established players. Bruno also highlights the urgent need for technological advancements in space for national defense and outlines ULA's strategies to boost launch capabilities and infrastructure. The conversation reveals exciting innovations around reusability in rocket technology.

Eamon Javers, a seasoned White House correspondent, joins CNBC contributor Steve Liesman to discuss President Trump's rare visit to the Federal Reserve. They explore the political fallout from Trump's questions about interest rates and economic policy alongside Fed Chair Jerome Powell. The conversation highlights concerns over the Fed's independence and the implications of Intel’s earnings amidst political pressures. CSX CEO Joe Hinrichs weighs in on industry consolidation rumors, adding layers to the discussion on market dynamics.

Joining the discussion are Adam Parker, a CNBC contributor from Trivariate known for his market insights, and Meera Pandit, an analyst from JP Morgan specializing in economic trends. They delve into the unprecedented influence of the President on the Federal Reserve and the implications for interest rates. The conversation shifts to AI's transformative role in markets and Alphabet's investments boosting tech firms. They also examine market resilience amid record highs, emphasizing factors like consumer spending and technology growth.

The podcast dives into a crucial earnings day featuring Tesla and Alphabet, analyzing their market impacts. Exclusive interviews with T-Mobile and Chipotle CEOs provide insights into consumer behavior amid inflation. Expert analysts weigh in on Alphabet's and Tesla's financial performances, highlighting the rise of AI investments and market trends. Exciting developments include Bank of America's massive stock repurchase announcement and CSX's earnings beat, all while tech companies grapple with competitive pressures and shifting market dynamics.