Closing Bell

Mike Santoli, CNBC's Senior Markets Commentator, dives into the latest market trends influenced by the Fed and geopolitical tensions. Diana Olick breaks down the U.S. housing market, highlighting a slight uptick in pending home sales despite affordability challenges. They also discuss Nike's earnings report, revealing cautious optimism as the brand pivots its strategy, and touch on the emerging NYC wind farm project that promises sustainability. The conversation wraps up with insights on defense stocks and the impact of a weakening dollar.

Rick Reeder, CIO of Global Fixed Income at BlackRock, shares his insights on current market dynamics and economic trends. He discusses the resilience of credit markets and the critical link between financial health and healthcare accessibility. Reeder analyzes the potential implications of Federal Reserve policies and interest rate cuts on market sentiment. He also highlights the optimistic outlook for the latter half of 2025, emphasizing cautious investment strategies in response to geopolitical tensions and evolving economic factors.

U.S. Special Envoy for Peace Missions, Steve Witkoff, shares his expertise on the Iran-Israel ceasefire and discusses potential pathways to reduce conflict in the Middle East. He highlights how these diplomatic efforts could influence regional stability and economic growth. Witkoff also reflects on the wider geopolitical implications, including their relationship with the current dynamics in the Russia-Ukraine conflict. The conversation is a deep dive into the pressing issues shaping global relationships and market conditions.

Sung Cho, Co-head of public tech investing at Goldman Sachs, dives into the intricacies of AI capital expenditure and market trends. He discusses NVIDIA's impressive stock surge amidst the AI boom and the strategic moves of major players like Microsoft. Cho highlights the impact of Fed policies on economic uncertainty and addresses evolving investment strategies in tech and energy. Plus, he reveals insights on Micron's rising role in the AI memory market, making this a must-listen for anyone keen on navigating today's volatile markets.

Chair Powell's Capitol Hill testimony sparks discussions on the Fed's path and investor expectations. FedEx's earnings reveal key insights into the delivery sector amid economic shifts. Cybersecurity threats from Iran take center stage as CrowdStrike's CEO shares vital information. The wild fluctuations in the energy market raise eyebrows, with analysts highlighting the effects of geopolitical tensions. Overall, a thrilling dive into market dynamics shaped by technology, consumer spending, and evolving threats.

Deirdre Bosa, a CNBC correspondent specializing in tech, teams up with Liz Ann Sonders, Chief Investment Strategist at Schwab, to dive into the record highs of technology stocks and the Nasdaq 100. They discuss the pivotal role of tariff relief and AI momentum in this rally. The duo also scrutinizes big market moves, particularly in Carnival and Uber, while unpacking the cautious strategies of the Federal Reserve amidst shifting market dynamics. Tune in for insights on investment strategies against a rapidly evolving economic backdrop!

Courtney Garcia, a Senior Wealth Advisor at Payne Capital Management and CNBC contributor, joins in the discussion on market dynamics amid rising Middle Eastern tensions. They delve into how U.S. military actions impact oil prices and stock markets. The surprising resilience of investments is highlighted, along with shifts in energy strategies. Garcia also analyzes Tesla's recent robo-taxi launch in Austin and its implications for the stock market, presenting engaging insights on the evolving landscape of economics and technology.

Join market analyst Adam Parker, known for his sharp earnings insights, and Hightower advisor Stephanie Link, a keen observer of consumer behavior. They delve into the impact of global events like Iran's missile strike on U.S. markets and explore market dynamics amid Federal Reserve’s interest rate policies. The discussion highlights a striking divergence in growth versus value stocks, emerging investment opportunities in tech and housing, and how geopolitical tensions shape market sentiment and investor strategies.

Mary Daly, the President of the Federal Reserve Bank of San Francisco, shares her insights on inflation and the delicate balance of economic policy. She emphasizes the need for vigilance in managing interest rates amid changing labor dynamics. Andrew Bosworth, Meta’s CTO, discusses the company's ambitious AI initiatives and the competition with defense contractors. He also touches on his unique experience as part of the U.S. Army Reserve, highlighting the intersection of technology and military applications.

Jeremy Siegel, a Wharton School finance professor and WisdomTree chief economist, offers insights on stock market dynamics and economic trends. He discusses the resurgence of stocks like CarMax amid potential Federal Reserve rate cuts and the complexities surrounding tariffs and inflation. Siegel also touches on how tech investments are shifting and the performance of major firms, while addressing the implications of generative AI on software companies. Investors' sentiments in the banking sector are analyzed against a backdrop of geopolitical tensions and ongoing Fed policy debates.