Closing Bell

Is it time to prepare for a bigger pullback in the AI trade? We discuss with Trivariate’s Adam Parker, RBC Capital Markets’ Lori Calvasina and Invesco’s Brian Levitt. Plus, Bill Miller IV from Miller Value Partners weighs in crypto’s wild ride. And, Allianz’s Mohamed El-Erian tells us what he’s expecting from Jackson Hole.  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.

The discussion kicks off with a high-stakes meeting between U.S. and European leaders about the Ukraine war, tackling peace negotiations and the complexities of ceasefires. Market dynamics are explored, spotlighting the influence of AI investments and Federal Reserve expectations. Analysts dive into the AI sector, debating the potential for bubbles as numerous industries brace for transformation. Additionally, there's an examination of how shifting interest rates could impact stocks and the evolving landscape of cryptocurrency.

Kristina Partsinevelos sets the market theme before Rick Santelli breaks down bond market reaction to fresh economic data. Eamon Javers reports on the Trump–Putin meeting, followed by insight from former Defense Secretary Mark Esper.Gene Sperling, former NEC Director, discusses the economy and the Fed, while Adam Crisafulli of Vital Knowledge reviews the week that was and the week ahead. Beeneet Kothari of Tekne Capital examines China’s economic slowdown, and Aneesha Sherman of Bernstein previews retail sales and earnings.  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.

Kristina Partsinevelos opens with the market theme before Rick Santelli breaks down bond market reaction to the latest PPI. Steve Liesman explains what drove the number. Former Fed Governor Frederic Mishkin shares insight on the economy and the Fed’s next steps.Earnings focus turns to Applied Materials, while our Leslie Picker covers 13F filings. Bob Elliott of Unlimited and Kristina Hooper of Man Group weigh in on market direction, and Chris Retzler of Needham highlights a big week for small caps. Angelica Peebles reports on Eli Lilly raising Mounjaro prices in Europe in response to Trump’s pressure.  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.

Kristina Partsinevelos sets the day’s market theme before Rick Santelli covers bond market reaction. Paul Hickey of Bespoke Investment discusses weakening breadth, while Ben Reitzes of Melius Research examines the software slump and the role AI is playing.Earnings spotlight includes Cisco, plus Kate Rogers on the fast casual sector’s troubles with Danilo Gargiulo of Bernstein analyzing Cava’s crash and where to find value in the restaurant sector. Centerview Partners co-president Tony Kim weighs in on a bullish environment for IPOs and dealmaking – and if it can continue.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The story continues to be the broadening as tech takes a slight breather today. Plus, another booming IPO could be a big signal for the overall outlook for stocks. We discuss with Trivariate’s Adam Parker, Charles Schwab’s Kevin Gordon and Mike Rode from American Century Investments. BTIG’s top technician out with a fresh note on small caps today. He joins us with what’s behind his call. Lo Toney from Plexo Capital tells us how he is navigating the tech space with the Nasdaq at new highs. And, Anastasia Amoroso from Partners Group tells us whether she thinks this is really one of the best environments we’ve seen in some time for investing in stocks and bonds.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kristina Partsinevelos breaks down the day’s market theme before Rick Santelli covers bond market moves following a lighter-than-expected CPI report. Daniel Hornung, former Deputy Director for the National Economic Council, shares his economic take, while earnings coverage includes CoreWeave and Cava.Jim Paulsen of Paulsen Perspectives and Sam Stovall of CFRA Research weigh in on market trends, and Nick Del Deo of MoffettNathanson reacts to CoreWeave’s results. Tanaya Macheel discusses bullish IPO pricing expectations, and c3.ai CEO Tom Siebel addresses a major revenue miss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.