Closing Bell

Rick Rieder, BlackRock's CIO of Global Fixed Income, shares insights on the stock market rally's potential and the backdrop of favorable economic indicators. Robert Kaplan, the former Dallas Fed president, weighs in on the likelihood of interest rate cuts and their implications for the economy. Liz Thomas from SoFi brings an optimistic perspective on market sentiment and prospects for a pause in rate adjustments. The conversation dives into investment strategies and sector performance, particularly in tech and energy.

Keith Lerner of Truist Wealth and Kevin Mann of Hennion & Walsh share their market outlook. Eunice Yoon reports on China’s latest crackdown on Nvidia’s H20 chips, followed by Dan Niles of Niles Investment Management on the profit impact for Nvidia and AMD.Curtiss-Wright CEO Lynn Bamford joins in her first broadcast interview in her role on global defense spending and the surge in demand for nuclear energy. Plus, Diana Olick on employers tightening return-to-office rules. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The big battle between the U.S. and China taking center stage – and on two major fronts today. We discuss a  deal for Nvidia and AMD to sell chips in China -- but with a catch – with Intelligent Alpha’s Doug Clinton. And we speak to the CEO of a company trying to shake-up the market for rare earths. Plus, Solus’ Dan Greenhaus weighs in on the race for the next Fed chair. And, cannabis stocks are flying high in today’s session. We tell you why.  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 insights on market trends and highlights the recent surge of the Nasdaq driven by tech titans like Apple and NVIDIA. Matt Garman, CEO of Amazon Web Services, dives into the impact of AI on business and addresses challenges in the software industry, referencing Twilio's recent struggles. They discuss the importance of adaptability in education, the significance of trade negotiations, and caution against economic risks from concentrated investments in technology.

Tom Lee, head of research at Fundstrat and CNBC contributor, discusses the longevity of the current stock market rally. He shares insights on investor sentiment amidst looming uncertainties, particularly regarding interest rates. The conversation also dives into sector-specific performances like tech stocks and highlights cautious optimism following recent earnings. Additionally, the potential candidates for the Federal Reserve Chair and their potential market impacts are examined, emphasizing the need for strategic diversification in investments.

Tom Mueller, Founder & CEO of Impulse Space and a former founding member of SpaceX, shares insights on innovations in space mobility. He discusses the upcoming launch of an upgraded spacecraft for geosynchronous orbit, driven by a recent $300 million Series C funding. The conversation explores the critical need to protect space assets like GPS and the collaborative efforts in developing satellite repositioning solutions. Mueller also highlights the competitive landscape of chemical propulsion and the growth of commercial firms in addressing government needs.

Mike Santoli, Senior Markets Commentator, provides sharp insights into current market trends. He discusses the shifting landscape for the music industry with Warner Music CEO Rob Kyncl, especially in light of recent earnings. The conversation also touches on the impact of IPOs, like Firefly Aerospace, within the broader context of the space economy. Additionally, there’s a detailed analysis of Block's fintech performance and insights into investment strategies amidst evolving economic conditions. It's a lively look at how various sectors are navigating these changes.

Professor Jeremy Siegel from Wharton shares his insights on potential catalysts for stock recovery, emphasizing the nuanced relationship between tariffs and inflation. Bryn Talkington discusses strategic market approaches amidst shifting economic tides, while Ellen Zentner sheds light on the Federal Reserve’s impacts. Together, they explore tech stocks like Apple and the competitive landscape against giants like NVIDIA. The conversation also touches on tactical considerations for investors as September approaches, highlighting both opportunities and risks in a volatile market.

Steve Myron, the Chairman of the White House's Council of Economic Advisers, discusses crucial economic policies, including the implications of looming tariffs. He dives into the dynamics of labor market data and its impact on the dollar. Meanwhile, Steve Kovach analyzes Apple’s impressive $100 billion investment strategy aimed at bolstering U.S. manufacturing, exploring its potential impact on the market and upcoming earnings. They also examine the shifting landscape of investments, highlighting the tension between corporate commitments and economic realities.

Tim Cook's visit to the White House takes center stage, emphasizing a $100 billion investment in American manufacturing. Experts discuss the implications for Apple amid trade tensions and changing tariffs. The podcast also highlights the shifting dynamics in the IPO market and the recent stock performances of McDonald's and Snap. With the rise of generative AI, there's optimism in tech, despite mixed economic signals. The influence of CEO relationships in the current market adds another layer of intrigue.