Closing Bell

What could potential restrictions around exports to China mean for Nvidia and other chip stocks? We discuss with our Kristina Partsinevelos and Trivariate’s Adam Parker. Plus, Morgan Stanley’s Sherry Paul breaks down her high net worth playbook for Q2. And, we tell you what’s behind some big drops in the vaccine makers.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paul Hickey of Bespoke Investment Group and Jose Rasco of HSBC break down the latest market trends. Rockefeller International Chairman Ruchir Sharma discusses his latest Financial Times piece on the decline of American exceptionalism. Informatica CEO Amit Walia weighs in on cloud, AI, and macro uncertainty. Canaccord Genuity’s George Gianarikas analyzes Tesla’s outlook and its run higher in the past week. Plus, CNBC’s exclusive Global CFO Survey reveals top concerns on inflation, Trump policies, and the Fed’s impact. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Samantha McLemore, Founder and CIO of Patient Capital, provides sharp insights on current market trends and investments. She discusses the red flags raised by Alibaba's Joe Tsai regarding a potential bubble in data center construction fueled by AI. McLemore explores the implications for tech investments amid economic uncertainty. The conversation also highlights how Apple's upcoming WWDC could influence investor sentiment, especially as they await tangible results amid rising skepticism about innovation and consumer spending.

Ryan Detrick, the Chief Market Strategist at Carson Group, shares savvy insights on current market trends and investment strategies. Brooke May, Managing Partner at Evans May Wealth, analyzes market conditions and potential investment opportunities. Former Intel CEO Pat Gelsinger opens up about his ousting and transitions to a nonprofit tech startup. Twilio CEO Khozema Shipchandler discusses the transformative power of AI in business operations. The conversation also touches on US-China relations and the housing market's response to economic shifts.

Dan Greenhaus from Solus Alternative Asset Management dives into how tariff twists affect stock rebounds. He discusses the strong performance of tech stocks and the resilience of consumer sentiment amidst market fluctuations. The conversation also touches on AI's critical role in trade and the fundamentals of the tech sector. Plus, Mohamed El-Erian shares his outlook on market trends, while analyst Mike Mayo forecasts a promising 20% upside for a specific bank stock, sparking interest in future earnings.

Explore the current stock market's reaction to tariff uncertainties and historical impacts. Discover insights into consumer market dynamics amidst rising student loan defaults and Boeing's latest innovations in the defense sector. Delve into the luxury retail landscape affected by inflation and consumer debt, while also highlighting advancements in satellite imagery through AI. Learn how a tech startup is addressing healthcare worker shortages and the evolving job market in healthcare, emphasizing the need for flexible scheduling and career growth.

Tom Lee, Managing Partner at Fundstrat, shares insights on market trends and the influence of tariffs. He emphasizes how recent trade discussions shape investor sentiment and economic forecasts. Meanwhile, Eric Jackson, founder of EMJ Capital, offers a compelling outlook on the quantum computing sector despite its recent downturn, discussing challenges and resilience within the industry. They navigate the complexities of market dynamics, touching on Tesla’s challenges and encouraging proactive investment strategies amidst economic uncertainty.

Stocks on a rollercoaster ride, giving back big early session gains as investors remain cautious about the economy. Nike shares higher in after hours trading after beating wall street’s earnings estimates. Oppenheimer’s Brian Nagel discusses whether Nike’s turnaround is finally in full force. Fedex shares however under pressure after missing profit expectations and lowering its full year forecast. Evercore ISI’s Jonathan Chappell weighs in on whether now is the time to buy the stock. And Affirm CEO Max Levchin reacts to rival Klarna taking over its buy now, pay later partnership with Walmart and if he is starting to worry about the state of consumer spending. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Planet Labs marked its first quarter of profitability by adjusted EBITDA. The satellite imagery and earth observation data company saw its backlog surge in the fiscal fourth quarter by 115%. Co-founder, Chair & CEO Will Marshall joins Morgan Brennan to discuss the quarter and why he sees the company as being at an inflection point. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.