Closing Bell

KPMG Chief Economist Diane Swonk breaks down the jobs report reaction while Baird Investment Strategist Ross Mayfield explores whether we're in a Goldilocks scenario for markets. Roblox CEO David Baszucki discusses new AI features and child protection initiatives on the platform. Samsara CEO Sanjit Biswas provides earnings reaction and outlook for the IoT sector. Vital Knowledge Founder Adam Crisafulli rounds out the show with next week's key market catalysts.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does today’s bleak jobs report seal the deal for a September rate cut and how should you position around it? We discuss with Bank of America’s Savita Subramanian, Invesco’s Brian Levitt and NB Private Wealth’s Shannon Saccocia. Plus, we break down the big bounce in Broadcom with star analyst Stacy Rasgon and shareholder Bill Baruch. And we drill down on the drop in Lululemon with analyst Brian Nagel.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P 500 eked out a record close in the final moments. Richard Bernstein of Richard Bernstein advisors helps break down the market action. Cowboys owner Jerry Jones on the business of sports, NFL team valuations and more as the Cowboys get ready to kick off the season against the Eagles. L3Harris CFO Ken Bedingfield on demand, the Golden Dome and defense tech. HubSpot CEO Yamini Rangan on the company’s new AI agent tools. 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.

Alphabet and Apple lead tech stocks higher but the Dow closed lower for a third-straight day. Market analysis with Barbara Doran from BD8 Capital and Keith Lerner, Co-CIO of Truist Wealth. Earnings from Salesforce along with American Eagle, Figma, and C3.AI. DA Davidson's Gil Luria provides immediate Salesforce earnings reaction while BlackRock's Gargi Chaudhuri, Chief Investment and Portfolio Strategist for the Americas, shares the firm's fall investment outlook. Major leadership as C3.AI announces a new CEO, with founder Thomas Siebel and incoming CEO Stephen Ehikian joining for a First On CNBC interview.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking news as federal judge rules Google will not be required to divest Chrome in online search monopoly case, but must share information with competitors to remedy search dominance. Apple and others can continue receiving Google payments for preloading products. This comes after a down day in the markets but stocks closed off the worst levels. Victoria Greene from G Squared Private Wealth and Kevin Mahn, President & CIO of Hennion & Walsh Asset Management analyze market implications. Fordham Law's Matt Gold weighs in on the impact of an appeals court ruling against a significant chunk of Trump tariffs. Paul Abrahimzadeh from 1789 Capital shares VC market perspective on bullish indicators, IPO rebound including Klarna, and valuations and what the Google ruling means for the VC and tech market.  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.

PCE data drives bond market reactions analyzed by Rick Santelli. Kristina Partsinevelos sets market themes while Unlimited’s Bob Elliott provides weekly market perspective. Eamon Javers and Steve Liesman team up on Lisa Cook hearing coverage and Fed reaction with analysis from Global Situation Room President Brett Bruen. Mackenzie Sigalos examines AI's expanding impact up the corporate ladder, followed by an on-set conversation with Gecko Robotics CEO Jake Loosararian about data -- "AI's dirty little secret." SentinelOne CEO Tomer Weingarten discusses quarterly results and cybersecurity trends. Vital Knowledge's Adam Crisafulli rounds out the show with next week's key market catalysts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major questions are looming on two critical fronts – the fate of the Fed independence and the future of the AI trade. It’s been a big week for both. We discuss with CNBC’s Eamon Javers, Allianz’ Mohamed El-Erian, CNBC’s Kristina Partsinevelos and Partners’ Group Anastasia Amoroso. Plus, we discuss a big shift in consumer spending and what it could mean for U.S. companies like Tapestry and Ralph Lauren. And, Robinhood’s Stephanie Guild tells us how she is positioning as we head into a new trading month.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kestra Investment Management CIO Kara Murphy and G Squared’s Victoria Greene lead market analysis as earnings season roll on with major results from Dell, Affirm, Ulta, and Autodesk. Telsey Advisory Group CEO Dana Telsey breaks down retail earnings including Gap and Ulta's performance in the challenging consumer landscape. Bob Keiser, Co-CIO and Senior Market Strategist at Aspire Strategic Portfolios, weighs in on market direction while Fast Money's Dan Nathan provides his first look at key movers. Angelica Peebles reports on breaking CDC crisis news as White House fires new CDC Director Susan Monarez amid standoff with HHS Secretary Robert F. Kennedy Jr. Piper Sandler Chief Market Technician Craig Johnson closes with technical analysis and charts for the week ahead, including a bull case for small caps.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.