Closing Bell

Ellen Zentner, an economist from Morgan Stanley, shares crucial insights on market trends, inflation, and Federal Reserve policy. Kevin Gordon, an investment strategist from Schwab, dives into market valuations and key economic indicators. Together, they discuss the optimistic market outlook driven by potential rate cuts and trade agreements, the impact of tariffs on job stability, and the performance of tech giants. As they analyze current stock trends and the role of AI in investments, they emphasize the importance of cautious optimism amid potential volatility.

Liz Ann Sonders dives into market predictions ahead of a crucial Fed decision, highlighting economic trends and trade talks with China. The discussion shifts to Oracle's impressive earnings, driven by AI demand, and the rising significance of rare earth minerals in geopolitics. Insights from industry experts reveal the dynamics of momentum stocks, SpaceX's soaring valuation, and the implications of tariff changes. Explore how these factors shape investment strategies and the evolving landscape of technology and commodities.

The podcast dives into the intriguing dynamics of the stock market following recent inflation data and trade war developments. Experts discuss the shift from mega-cap to small-cap stocks and the potential for growth in various sectors, especially financials and consumer goods. Insights on the Federal Reserve's cautious approach to inflation management are shared, alongside analysis of the energy sector and the impact of rising oil prices. They explore the challenges of economic forecasting amid political uncertainties and the resilience of retail investors.

Palmer Luckey, founder of Anduril, a revolutionary defense technology company, shares insights on the future of his firm after topping CNBC's Disruptor 50 list. He discusses the growing significance of military technology in geopolitical dynamics. The conversation also touches on how AI and semiconductor performance are reshaping market conditions and influencing major tech stocks like Microsoft. With ongoing U.S.-China trade talks, the implications for tech investments and defense strategies emerge as key themes.

Anjney Midha, a General Partner at Andreessen Horowitz and angel investor in Anthropic, teams up with Matt Garman, CEO of AWS, to dive into the future of AI. They discuss the shift from foundational models to real-world applications, revealing emerging investment opportunities. The pair sheds light on the democratization of innovation, highlighting how AI empowers startups and disrupts traditional funding routes. They also explore AWS's ambitious AI and cloud strategies, showcasing how AI is transforming various sectors, including small businesses.

Mike Santoli, a senior markets commentator, shares insights on today's fluctuating stock market and notable gains from companies like Apple and Tesla. He discusses the implications of ongoing U.S.–China trade talks and their impact on global markets. Santoli also highlights Robinhood CEO Vlad Tenev's recent engagement with the White House regarding Trump accounts. The conversation touches on the challenges facing the EV market in China, the rise of competitors, and the shifting landscape in tech, including Apple's struggles amidst fierce competition.

Join Steve Kovach, a tech reporter for CNBC.com, Dan Ives, a bullish Apple analyst from Wedbush, and Alex Kantrowitz from Big Technology as they dissect Apple's WWDC 2025. They explore how the event’s AI advancements might reshape Apple's stock narrative and discuss the company's muted expectations and cautious approach. The conversation touches on potential acquisitions to boost innovation and the ongoing trade tensions impacting tech giants. They also weigh in on Tesla's downgrades ahead of a pivotal event. It's a lively analysis of innovation and market dynamics!

Exploring a positive jobs report, the discussion highlights how it boosted the S&P 500 past 6,000. The impact of tariffs and wage growth on market sentiment paints a complex economic picture. Tesla's stock performance takes center stage amid Elon Musk's controversies and government relations. Attention shifts to the performance of small-cap stocks, especially the Russell 2000, as Apple's shares struggle. Innovations in software and digital health reveal transformative potential, navigating the challenges posed by tariffs and insurance costs.

Chris Verrone, Partner and Chief Market Strategist at Strategas, shares expert market analysis, while Jeremy Siegel, Wharton finance professor and WisdomTree chief economist, offers valuable insights on economic policy. They discuss the implications of U.S.-China trade tensions and the Senate’s significant bill on clean energy and Medicaid. Additionally, they cover Robinhood's recent stock surge and the role of retail traders in the market. AI challenges facing Apple also feature in the dialogue, highlighting the tech giant's need for innovation amidst fierce competition.

Eamon Javers, CNBC's Senior White House Correspondent, and Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors and a Tesla shareholder, dive into the fallout from the tense exchanges between Trump and Musk. They discuss how these public spats have impacted Tesla shares and the broader market. Javers provides insights on political dynamics while Vingiello offers investment strategies in the wake of fluctuating earnings and corporate performances, including those of MongoDB and Rubrik. It's a captivating blend of politics and market mechanics!