Closing Bell

The hosts dive into the recent market sell-off, sparked by tariff headlines and the potential implications for various sectors. Eamon Javers decodes the ambiguous messages behind the president's social post as Marco Papich contextualizes it within familiar geopolitical tactics. There's a close look at how bond yields reacted, alongside discussions on AI-led market vulnerabilities and retail price adjustments. Meanwhile, concerns are raised about energy stocks amid growth fears, while homebuilder stocks face challenges ahead.

Eamon Javers, a Washington-based reporter, features prominently with insights on the president's recent social media post threatening tariffs, which sent markets into a tailspin. The conversation reveals the potential market implications and investor reactions. Additionally, the discussion dives into the plummeting chip stocks due to China antitrust issues and explores whether the market is overly concentrated in the AI trade. Javers and guests offer a spirited analysis of current economic conditions and pivotal bank earnings to watch.

Gary Bettman, the NHL Commissioner, shares insights on the business of hockey, including media rights and the excitement of league expansion. He dives into how streaming and social media are enhancing fan engagement and discusses the implications of Olympic participation on the season. Mike Santoli, a Senior markets commentator, analyzes the dynamics of gold investments and consumer sentiment, shedding light on market flows and the return of retail trading with the Meme ETF. It's a fascinating blend of sports and market analysis!

Tom Lee, founder of Fundstrat and market analyst, shares insights on AI's potential to drive the S&P to new heights while addressing skepticism in the current rally. Eamon Javers reports on U.S. financial support for Argentina amidst economic uncertainties. Richard Fisher, former Dallas Fed president, discusses the implications of Fed policies on the stock market and the newly approved Texas exchange. Stephanie Link analyzes market dynamics and sector performance, emphasizing AI-led investment trends in this dynamic financial landscape.

Investigate the impact of the government shutdown on markets and new analysis on gold allocations amidst rising central bank interest. Discover how AI is reshaping software stocks, with experts identifying key players benefiting from this trend. Dive into recent spending habits of crypto millionaires and the surge in small-cap stocks due to improving earnings and IPO activity. Plus, get insights on Delta's upcoming earnings report and the state of the aerospace and defense sector.

Discover how AI advancements are driving market rallies and shaping investor sentiment. Experts discuss parallels between current trends and the late '90s, particularly in vendor financing. Delve into the dynamics of tech earnings, with big names like Microsoft set to benefit. The discussion touches on gold's recent rally and the implications of a meme ETF relaunch. Additionally, insights into the pressures facing European automakers from steel tariffs round out the conversation, offering a comprehensive view of the financial landscape.

Michael Dell, founder of Dell Technologies, shares insights on the surging demand for AI and the challenges surrounding energy constraints in data centers. He discusses innovative cooling technologies aimed at reducing energy consumption. Meanwhile, Jim Cramer, host of Mad Money, delves into NVIDIA's market strategies and the potential concerns of an AI bubble, urging a cautious approach to investing. The conversation also touches on the significance of cultural shifts stemming from TikTok's U.S. restructuring.

Liz Thomas, Head of Investment Strategy at SoFi, shares insights on market valuation, sector rotation, and the exhilarating rise of AI's impact on portfolios. She contemplates whether the current AI enthusiasm echoes past bubbles, highlighting the need for broader market drivers beyond tech giants. Anne Walsh, Chief Investment Officer at Guggenheim, discusses a macroeconomic outlook, predicting Fed cuts and unveiling attractive credit opportunities despite recent bankruptcies in private credit. Their dialogue dives deep into market dynamics and investment strategies.

Christina Partsinebos, a CNBC technology reporter specializing in semiconductor and AI supply-chain news, dives into OpenAI's significant deal with AMD, highlighting how it boosts AMD and its suppliers. She discusses the implications of OpenAI’s multivendor chip strategy, including partnerships with major players like NVIDIA and Google. The conversation also touches on potential risks and benefits of tech spending, comparing today's market behavior to the dot-com boom, while exploring AppLovin's rise and the impact of SEC probes on tech valuations.

Michelle Ross, Chief Investment Officer at StemPoint Capital and a savvy biotech fund manager, dives into the world of small- and mid-cap biotech opportunities. She discusses the catalysts behind biotech's recent rally, like new policy signals and lucrative M&A activities. Ross also breaks down the impressive data results from Unicure's gene therapy and highlights which biotech stocks, such as Abivax and ScholarRock, show promising upside. Her insights reveal why these companies could be the next big winners in the biotech space.