Closing Bell

Stephanie Link, an investment strategist and CNBC contributor, shares insights on mega-cap tech earnings and valuation concerns. Eric Woodring from Morgan Stanley discusses Apple's iPhone cycle and spending outlook, suggesting a potential growth resurgence. Jason Gay, a Wall Street Journal columnist, dives into the economic implications of recent college football coach firings and buyouts, spotlighting the professionalization of college sports. Tune in for a lively discussion on these pressing financial topics!

Barbara Doran, founder of BD8 Capital Partners, shares insights on Amazon's earnings and its ripple effects in the market. Technology analyst Dan Ives delves into Apple’s quarterly results, highlighting strong services growth despite iPhone revenue misses. Both guests discuss broader tech trends and the impact of AI on these giants. Doran analyzes Amazon’s AWS performance, while Ives emphasizes potential opportunities in Macs and content, painting a positive outlook for tech's future.

Alex Kantrowitz, founder of Big Technology, dives into the challenges mega-tech firms face in justifying their massive AI investments. Bryn Talkington, a portfolio manager, shares insights on capital expenditure and how investor patience is waning for Meta's heavy spending. John Kolovas provides a technical outlook for the S&P, discussing the implications of concentrated market gains and investor expectations. The panel also analyzes what's needed from Amazon and Apple as they navigate the competitive landscape ahead.

Ashley Pilipiszyn, founder and CEO of Besxar Space Industries and a former OpenAI employee, dives into the revolutionary concept of manufacturing semiconductors in space. She discusses how autonomous 'fab ships' utilize the vacuum of space for ultra-pure wafer production, potentially reducing costs and solidifying domestic supply chains. Pilipiszyn shares insights on partnerships with SpaceX and the U.S. Navy, the significance of compound semiconductors, and her vision for the future of American manufacturing amid rising global competition.

Steve Kovach, a business and tech reporter, delivers insights on major earnings from Microsoft and Meta, noting why their stocks fell despite reporting strong revenue. David Zervos, Chief Market Strategist at Jefferies, provides a macro perspective, discussing Fed policies and their implications for investors. He analyzes inflation risks and the evolving Federal Reserve stance, suggesting a more cooperative environment ahead. The conversation wraps up with expectations for earnings from other tech giants and the future landscape of investment.

In this discussion, guest Jeffrey Gundlach, founder of DoubleLine Capital, shares insights on the Fed's recent decision and its implications for stocks, emphasizing a need to reassess December rate-cut odds. Rob Sechan, from NewEdge Wealth, talks about big tech earnings, spotlighting Meta’s AI-driven ad strategies and Alphabet's cloud performance. CNBC's Julia Borsten highlights key metrics for Meta while the panel debates which tech giant has the most on the line, with Meta's future in the balance against evolving AI challenges.

Mike Santoli, a senior markets commentator, dives into the impressive record highs of the stock market, driven primarily by Big Tech and AI investments. He discusses Amazon's significant job cuts amid its AI push and explores the promising future of semiconductors fueled by infrastructure spending. The conversation also touches on potential economic challenges like labor market discrepancies and housing softness, alongside insights into Starbucks' struggles and trade tensions with India that impact tech investments.

Adam Parker, a CNBC contributor and equity strategist at Trivariate Research, explores the dynamics of the AI-powered market rally and shares insights from a recent risk dinner, revealing institutional investors’ optimism. Meanwhile, Oz Pearlman, a professional mentalist and author, entertains with mind-reading tricks and discusses techniques from his book, 'Read Your Mind.' The conversation delves into market sentiment, potential risks, and fiscal tailwinds driving the rally, all while maintaining a light-hearted atmosphere through Pearlman's unique talents.

Mick Mulvaney, former White House chief of staff, shares insights on the potential fallout from the ongoing government shutdown and its economic risks. He discusses how a framework agreement with China might affect trade relations and highlights opportunities with other regional trade partners. Mulvaney also elaborates on the implications of federal job cuts and how the OMB could reshape federal staffing during this period. The conversation touches on market reactions amid easing U.S.-China tensions and preparations for a critical week of tech earnings.

Alex Kantiewicz, a CNBC contributor specializing in tech and workforce trends, discusses the implications of corporate layoffs, particularly at Amazon, and the growing role of AI in reshaping jobs. Doug Clinton from Intelligent Alpha shares insights on how investors perceive efficiency-driven actions and their impact on market dynamics. The duo analyzes the immediate market reactions to these layoffs, debating whether they signal efficiency improvements or a deeper shift towards automation.