Closing Bell

The podcast features Srini Gopalan, the new CEO of T-Mobile, discussing innovative AI-driven customer experiences and the company's strategy for broadband growth. Toby Neigebauer, CEO and co-founder of Fermi, dives into private energy solutions for AI data centers and ambitious energy projects. CNBC's Courtney Reagan reports on Gap's earnings, emphasizing resilience despite challenges. Mike Santoli analyzes market volatility, touching on retail investor behavior and implications of jobs data for Fed policy.

In this engaging discussion, Gil Luria, an Equity Analyst at DA Davidson, dives into Nvidia's robust financial performance, highlighting significant growth in data center revenue and an optimistic uplift in guidance. He emphasizes the staggering demand for Nvidia's Blackwell GPUs, which are reportedly selling out fast. Luria also explores the implications of this surge for future growth and market strategies, hinting at potential impacts on competitors like AMD and Broadcom. The conversation captures the excitement of Nvidia's innovative edge in AI and its ripple effects across the tech industry.

Nvidia is the spotlight as analysts and investors dissect expectations from its crucial report. Discussions emerge about the need for clear guidance on future demand and next-gen GPUs. Concerns linger over sustainability and market sentiment, with Nvidia's results seen as pivotal for the broader tech landscape. Geopolitical factors and sovereign AI spending are also on the table, highlighting potential competition. The panel emphasizes the importance of this report for investors navigating a volatile market.

Warren Pies, co-founder of 314 Research, shares insights on Fed policy and a bullish market outlook towards year-end. Mike Santoli, a senior markets commentator, dissects Nvidia's recent performance and volatility. Steve Kovac reports from Microsoft's Ignite event, covering AI partnerships and product strategies. The trio discusses whether Nvidia's earnings could trigger a buy-the-dip rally, while Pies highlights the commodities outlook amidst changing market dynamics. Expect a deep dive into tech's future and the energy sector's shifting tides.

Mike Santoli, CNBC's senior markets commentator, shares insights on the upcoming earnings report from NVIDIA. The discussion touches on whether the recent market pullback is nearing its end and the nuances of AI valuations. Guests including Liz Thomas and Brian Belski debate the potential for selective opportunities in tech amidst worries of a bubble. Aswath Damodaran warns about stretched tech valuations while Elizabeth Burton highlights investment opportunities outside the U.S. Dives into Bitcoin's volatility and implications of circular AI deals add even more depth to the conversation.

Mike Santoli, a seasoned markets commentator, unpacks critical insights on the current bond market signaling and its implications for investors. He discusses the potential stress points in private credit and highlights the volatility surrounding AI investments. The conversation also covers the housing market trends with Dallas Tanner, CEO of Invitation Homes, who shares thoughts on lease renewals and affordability. Tune in for a deep dive into how AI is reshaping market dynamics and what to watch as year-end approaches!

Mackenzie Sigalos, a crypto reporter, dives into the latest Bitcoin price movements, covering ETF flows and sell-offs that are shaking the market. Leslie Picker, a Wall Street expert, sheds light on the recent merges in private credit funds like Blue Owl and how investors are responding to these shifts. The discussion also explores whether increasing private credit issues could signal systemic risks. Tune in for insights on navigating today’s volatile financial landscape!

Dirk Wallinger, founder and CEO of York Space Systems, shares insights into the evolving role of space in national security. He highlights the critical importance of supply chain resilience and how York is adapting to government shutdowns. Wallinger discusses the impressive speed of satellite production, improvements due to automation and AI, and the competitive landscape in space contracting. He also touches on investment strategies, the potential for an IPO, and the necessity for sustained budget action to stay ahead of global adversaries.

Steve Leisman, CNBC's senior economics correspondent, shares insights on the Fed's struggles with a potential December rate cut. He discusses the essential labor data needed for decision-making as uncertainty looms. The conversation also touches on the volatility in the bond market, the implications of a significant crypto selloff, and a deeper dive into tech stocks like Nvidia. Additionally, Courtney Reagan talks about Walmart's cultural shift under new CEO John Furner, following Doug McMillon’s impactful leadership.

Deirdre Bosa, a savvy CNBC tech reporter, joins Eric Woodring, an equity analyst at Morgan Stanley with a focus on Apple. They discuss the wave of AI anxiety affecting market sentiment, urging a reevaluation of spending and valuations. Eric dives into Apple's significant exposure in China and recent iPhone sales trends, weighing the potential impacts of U.S.-China relations. Additionally, they explore Apple's strategic move into AI and robotics, hinting at a vision for the future as they respond to growing technological demands.