Closing Bell

Anduril Industries is a fast-growing defense tech startup best know for attack drones, robot submarines and unmanned fighter jets. The company is now forging forward into the next domain: space. Earlier in November, Anduril won a $100 million contract with the U.S Space Force to upgrade its military satellite sensor network. The company is also developing its own spacecraft, partnering with other venture-backed space startups like Apex and Impulse Space. On this episode, Senior Vice President of Engineering Gokul Subramanian joins Morgan Brennan to discuss the next frontier.

The markets are buzzing with the Dow and S&P 500 hitting record highs! Experts discuss the outlook for the holiday shopping season, revealing shifts in consumer behavior and the effects on major retailers. Microsoft faces scrutiny amid allegations, while the tech sector prepares for growth despite regulatory hurdles. Flexport's CEO sheds light on supply chain challenges as the year wraps up. In the luxury market, industry leaders assess the impact of political changes and mortgage rates on housing dynamics.

The podcast dives into the stock market's recent record highs and the positive investor sentiment shaping expectations for the year ahead. It delves into Bitcoin's growing status as a sovereign asset and the shifting dynamics of holiday shopping, noting Black Friday's decreasing importance. Discussions include analysis of small-cap stocks, potential inflation impacts, and seasonal trends contributing to market rallies. The speakers also explore semiconductor sector performance and the prospects for the upcoming bull market.

Experts share insights on holiday retail trends, highlighting top picks for the season. The potential economic landscape under Trump 2.0 is dissected, shedding light on inflation and tariffs. A deep dive into Bitcoin's rise underscores the need for better security in digital currencies. CEO perspectives reveal early consumer data shaping winter shopping strategies. Finally, the impact of antitrust challenges on the tech sector is explored, emphasizing the focus on innovation in a competitive market.

Adam Parker, founder of Trivariate Research and CNBC contributor, shares his insights on market forecasts and investment strategies. He discusses how the market can leverage holiday tailwinds despite current volatility in tech stocks. The conversation also covers navigating complex market conditions, the influence of AI, and alternative investment strategies amidst evolving macroeconomic landscapes. Additionally, Laurie Goodman from Jefferies highlights opportunities outside stocks and bonds, while Brian Nagel addresses the critical stakes for retail stocks this holiday season.

The Dow and S&P 500 set record closes as the market shook off tariff and rates worries. Earnings from Autodesk, Workday, Nutanix, Dell,  Nordstrom, Urban Outfitters and HP after the bell, plus Evercore analyst Peter Levine digs deep into CrowdStrike’s earnings report. Former Alcoa and Siemens CEO Klaus Kleinfeld weighs in on how companies are planning for potential tariffs from the incoming Trump administration. Sheryl Palmer is CEO of Taylor Morrison, one of the nation’s largest homebuilders. She discusses the slowdown in new home sales and mortgage rates. Plus, Priceline CEO Brett Keller on holiday travel demand and why this Thanksgiving could set travel records. 

Fidelity is shaking up the market with fee-free investments, while the Federal Reserve's rate decisions loom large for 2025. Tariffs are stirring things up for automakers, and tech stocks like Zoom are in focus amidst shifting production strategies. Insights on mega-cap stocks raise valuation eyebrows, especially for NVIDIA. Amid geopolitical tensions, a ceasefire agreement offers hope, influencing oil prices and market resilience. Finally, Dell grapples with AI demand and CrowdStrike strategizes a comeback after tech troubles.

Former Cleveland Fed President Loretta Mester on Trump’s Treasury nominee Scott Bessent and what it means for the markets. She also talks next move from the Fed. Jersey Mike’s CEO Peter Cancro and 2x Super Bowl winning quarterback Eli Manning discuss their charitable efforts with the Meridian Health system. Peter also talks his company’s sale to Blackstone while Eli talks his business investments since retirement and the NFL’s recent approval of private equity investments in teams. Plus, UWM CEO Mat Ishbia on mortgage rates, the Fed and the Phoenix Suns.

How long can this rally last as investors game-out what the new Trump administration will mean for the markets? Morgan Stanley’s Chris Toomey and NewEdge’s Cameron Dawson break down where they see stocks headed into the end of the year. Plus, Vista Equity Partners’ Ashley MacNeill breaks down her 2025 software playbook. And, Kenny Dichter – Real SLX Founder – discusses the big business of sports betting. 

Bitcoin traded above $99,800, closing in on the key $100,000 level. Michael Bressler and Benoit Bosc, x2B co-founders, talk what’s driving the crypto right now and just how much higher the price can go. They also talk their new business as traditional-finance-workers-turned-bitcoin-advisors. Ward Nye, Martin Marietta CEO on what infrastructure spending will look like under Trump 2.0. Plus, Jason Trennert, Strategas Chairman, on the macro picture right now.