Closing Bell

Where does the market go from here – following the Nvidia clearing event? We discuss with Ed Yardeni from Yardeni Research and JP Morgan Asset Management’s Gabriela Santos. Plus, star analyst Stacy Rasgon gives us his first take on Nvidia’s earnings report – and the stock’s lackluster response. And, retailing legend Mickey Drexler gives us a pulse check on the consumer space.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kristina Partsinevelos sets the market theme as all eyes turn to Nvidia's pivotal earnings report. Brenda Vingiello and Mike Santoli analyze markets ahead of the chip giant's results. Plus, instant reaction from all angles once Nvidia numbers are released with Gil Luria and Patrick Moorhead. Steve Grasso breaks down the readthrough from Nvidia and what's next for AI stocks, while Pure Storage CEO Charles Giancarlo discusses his company's latest results and storage market outlook in an exclusive interview. Other earnings include Snowflake, NetApp, CrowdStrike, and Pure Storage.Mad Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The biggest stock in the market gearing up to deliver the most important earnings report – arguably of the entire season. We break it all down with CNBC contributors Josh Brown, Bryn Talkington and Stephanie Link along with our Kristina Partsinevelos. Plus, former Fed Vice Chair Roger Ferguson weighs in on the fight for Fed independence. And, we track some massive moves in the retail space ahead of some more high-interest reports in that sector.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Atlanta Fed President Dennis Lockhart weighs in on Fed policy and the latest around Lisa Cook. Steve Kovach breaks down MongoDB and Okta earnings results. Courtney Reagan analyzes PVH's latest quarterly performance. BofA's Jill Carey Hall explores small-cap opportunities with the Fed potentially cutting rates. Bespoke Co-Founder Paul Hickey provides comprehensive market analysis while Guy Adami delivers Fast Money's first look at market movers. Wells Fargo's Aaron Rakers offers an essential Nvidia earnings preview ahead of the chip giant's highly anticipated results.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What could be in store for the next leg of the record setting rally? Plus, we discuss the latest developments following the firing of the Fed’s Lisa Cook. We break down all that and more with Fundstrat’s Tom Lee, Sofi’s Liz Young and Northwestern mutual’s Matt Stucky. Meantime, Apple could be eyeing a new tie-up that could shake up the entire AI arms race. Big Technology’s Alex Kantrowitz and CNBC’s Steve Kovach tell us what’s at stake. And Cheryl Young from Rockefeller Global Family Office tells us why she is cautious on the tech trade.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mike Santoli sets the market theme as Big Tech faces a pivotal week, with bond market reactions from Rick Santelli and market outlook from Courtney Garcia of Payne Capital Management. Plexo's Lo Toney breaks down the high-stakes Big Tech developments. Plus, more on the government's Intel stake and Trump's emerging activist investor strategy with Axios' Dan Primack. BCA Research's Peter Berezin delivers a reality check on AI as more of a stock market phenomenon than economic driver. Collectibles reach new heights with a Jordan/Kobe card selling for $12.9 million, and Eunice Yoon reports on China's blind box craze from Beijing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What’s next for markets after Chair Powell led markets to believe cuts are coming – potentially in September? We discuss with Solus’ Dan Greenhaus, Charles Schwab’s Kevin Gordon and Truist’s Keith Lerner. Plus, we debate the Fed’s next move with David Zervos – who is said to be on the shortlist of Contenders for the Fed Chair spot. And, Jeff DeGraaf from Renaissance Macro tells us what he is expecting from the big earnings this week.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mike Santoli, CNBC's Senior Markets Commentator, shares his expertise on recent market reactions to Fed Chair Powell’s dovish speech. He highlights key gains in consumer discretionary and tech sectors, alongside the mixed performance in the Nasdaq. The conversation delves into the implications of anticipated rate cuts on housing and financial sectors. Additionally, experts discuss the U.S. government’s stake in Intel and its potential impact on the semiconductor industry, while examining market sentiment influenced by tariff announcements.

Jeremy Siegel, a Wharton finance professor and WisdomTree senior economist, joins Steve Liesman, a CNBC correspondent at Jackson Hole. They dive into Chair Powell's recent speech, dissecting its potential effects on the market and interest rate outlook. Key highlights include discussions on recent stock market gains, signals from the Federal Reserve about potential rate cuts, and how the housing market may be influenced by declining mortgage rates. They analyze the interplay between inflation expectations and investor sentiment, providing insights on market dynamics.

Matt George, Founder and CEO of Merlin, shares exciting insights into the booming SPAC landscape and its impact on the defense tech sector. He discusses his company's reverse merger valued at $800 million, paving the way for innovations in military AI and aircraft autonomy. George emphasizes the importance of collaboration in AI technologies and highlights advancements in both military and civilian aviation safety. With rapid growth, Merlin is set to expand from seven to nearly 200 employees, positioning itself as a leader in the future of aviation technology.