Closing Bell

Jimmy Chang, CIO at Rockefeller Global Family Office, explains why the AI capex boom continues to support the market but argues investors should wait for more earnings commentary before adding to semiconductor positions. Plus, pressure in enterprise software after a Salesforce downgrade and the spike in Oracle's credit default swaps. Our Angelica Peebles reports on Novo Nordisk's lawsuit against Eli Lilly over Zepbound advertising and what the legal battle could mean for the obesity drug market. Jay Jacobs, U.S. Head of Equity ETFs at BlackRock, discusses the firm's new IQQ ETF and how investors are gaining exposure to the Nasdaq 100. EQT CEO Toby Rice explains the outlook for natural gas and energy demand.

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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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

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Dan Niles of Niles Investment Management assesses the state of the AI trade and explains what could keep the sector moving higher—or derail its momentum. Our Contessa Brewer compares prediction markets with traditional sportsbooks before Ian Moore of Bernstein discusses what happens to sports betting companies after the tournament ends. Wall Street Journal Special Writer Greg Zuckerman explains why a surge in large stock sales and capital raising could become the next challenge for the bull market and whether investors should view the trend as a warning sign.

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, Melissa Lee 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 market is recalibrating after a powerful AI-driven rally. Ben Bajarin of Creative Strategies explains why semiconductor and hardware stocks are cooling off and whether the Magnificent Seven can continue to carry the market. Adam Crisafulli of Vital Knowledge makes the case that AI remains the defining investment theme despite the recent pullback. Ben Silverman of Propagate Content discusses the changing media landscape, Netflix's recent weakness and why live programming is becoming increasingly valuable. Our Eamon Javers reports on the close of the SEC's public comment period on proposed changes to quarterly reporting requirements. Jonathan Krinsky of BTIG explains why semiconductor charts have deteriorated while REITs are beginning to stand out on a technical basis.

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