Closing Bell

In this discussion, Kate Moore, Citi Wealth CIO, provides insights on economic conditions, examining the impact of rising Treasury yields on market dynamics. Kevin Gordon, Charles Robb Senior Investment Strategist, explores consumer sentiment, highlighting its resilience amidst sluggish growth. Jeff DeGraff, a top technician, shares crucial insights into the market's recent volatility, focusing on how fluctuating yields influence stock performance. Together, they navigate the complex interplay of market trends, investment strategies, and the implications for future financial landscapes.

Elon Musk, CEO of Tesla and X, is back for another in-depth chat about his innovative ventures, including Tesla’s ambitious plans for autonomous vehicles and AI. He discusses the growing competition for chip supremacy and energy challenges on the horizon. Joining him is Walter Isaacson, who provides insights from his bestselling biography about Musk, revealing the complexities of the tech mogul’s ambitions. Together, they explore the broader implications of AI in society and the future of electric transportation, making for a riveting conversation.

Bryn Talkington, a CNBC contributor and Tesla shareholder, shares invaluable insights on Tesla's performance and future. She discusses the company's cautious approach to launching its robo-taxi network and the strategic rollout of full self-driving technology. With competition from rivals like BYD in China, Bryn highlights Tesla's innovative leadership as a key to long-term growth. She also delves into market movements and investment strategies amidst economic uncertainties, emphasizing the importance of understanding both current trends and future potentials.

Dan Niles, founder of Niles Investment Management, joins the discussion to explore the complex dynamics of the stock market. He shares insights on Nvidia and Microsoft's impact on tech investing and anticipates potential market lows later this year. The conversation also touches on the effects of the U.S. credit downgrade and the contentious political landscape surrounding budget bills. With themes of rising caution against bullish trends, Niles emphasizes the necessity of quality investments during uncertain times.

Dan Greenhaus from Solus Alternative Asset Management shares his insights on the current trade landscape and the economy. He explores how inflation and tariffs are reshaping pricing strategies for major retailers like Walmart. The conversation also delves into the challenges automakers face amidst a trade war, especially with the launch of the best-selling SUV, RAV4. Greenhaus highlights the need for strategic stock selection and staying engaged despite market volatility, emphasizing potential rebounds in sectors like healthcare.

In this lively discussion, Keith Lerner, Co-Chief Investment Officer at Truist Wealth, and Mike Santoli, Senior Markets Commentator, dive into the resilient consumer landscape and retail earnings amidst macroeconomic shifts. They explore how retail investors are bravely buying the dip despite stock fluctuations. The conversation highlights the potential comeback of UnitedHealth, amidst chatter about legislative implications on estate taxes and insights into the booming tech sector driven by AI.

Jeremy Siegel, a Wharton finance professor and chief economist at WisdomTree, shares his market expertise, focusing on the trend of optimism in the financial sector. Christina Partsinevelos, a CNBC correspondent, breaks down the latest market movers and economic indicators. They discuss the impact of rising interest rates, tariffs on consumer confidence, and the resilience of tech stocks, particularly in the semiconductor industry. The duo also analyzes Apple's production challenges and future market opportunities as they navigate shifting dynamics.

Tyler Bernstein, CEO and co-founder of Zeno Power, is on a mission to revolutionize nuclear energy for remote locations. He reveals how Zeno Power's recent $50 million funding round will propel their innovative nuclear batteries into markets like maritime and lunar operations. Bernstein discusses significant contracts with NASA and the Pentagon and the challenges of deploying sustainable energy in extreme environments. He also explores the future of deep-sea mining and the regulatory hurdles tied to nuclear technology.

Rob Painter, CEO of Trimble, leads a tech titan specializing in construction, agriculture, and transportation solutions. He dives into how Trimble is leveraging space technology and AI, transforming trillion-dollar industries with innovative data applications. The conversation covers the company's evolution from GPS to a leader in precision agriculture and construction tech. Painter also addresses the impact of geopolitical risks on satellite reliability and highlights the financial outlook for 2025 as Trimble embraces a software-centric future.

U.S. stocks show diverse performance with the NASDAQ halting its winning streak while the S&P gains. The merger of Dick's Sporting Goods and Foot Locker is explored, highlighting strategic risks. Take-Two Interactive faces significant losses, while Kava shows promising growth. Cryptocurrency platform Coinbase grapples with cybersecurity challenges. Berkshire Hathaway adjusts its investments amid market shifts, and rising bond yields stress small caps. Michael Burry's ventures, especially in NVIDIA and Estee Lauder, shed light on the evolving copper industry's importance in electrification.