Closing Bell Closing Bell 3/25/26
Mar 25, 2026
Dan Ives, a tech analyst specializing in software and cybersecurity. Lizanne Saunders, chief investment strategist focusing on macro drivers and oil. Christina Parts, reporter tracking retail flows and top stock movers. Eamon Javers, Washington correspondent covering U.S.-Iran developments. They discuss oil’s impact on stocks, retail investor behavior in volatile markets, major movers like Arm and Meta, cybersecurity and AI budget trends, and headline-driven market swings.
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Separate Retail Traders From Long Term Individual Investors
- Differentiate retail traders from long-term individual investors: traders are more reactive and pared back, while disciplined long-term investors remain calm.
- Heavy ETF trading (37–42% of volume) blurs signals about true retail sentiment.
Jury Liabilities Mount For Meta And YouTube
- Los Angeles jury found Meta and YouTube liable in a social media addiction case with $3 million compensatory damages; punitive phase ongoing.
- Meta disputes verdict and is evaluating options amid another $375 million New Mexico ruling the prior day.
Arm's First In-House Chip And Big 2031 Revenue Target
- Arm soared after unveiling its first in-house chips and the CFO guiding to $15 billion chip revenue by 2031.
- Chip roadmap and aggressive long-term financial targets drove a sharp intraday reversal and sizable share gain.