Closing Bell Closing Bell Overtime: Tech Stabilizes After Morning Drop; Who is New Walmart CEO? 11/14/25
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Nov 14, 2025 Steve Leisman, CNBC's senior economics correspondent, shares insights on the Fed's struggles with a potential December rate cut. He discusses the essential labor data needed for decision-making as uncertainty looms. The conversation also touches on the volatility in the bond market, the implications of a significant crypto selloff, and a deeper dive into tech stocks like Nvidia. Additionally, Courtney Reagan talks about Walmart's cultural shift under new CEO John Furner, following Doug McMillon’s impactful leadership.
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Position For Short-Term Volatility, Stay Pro-Risk
- Expect possible short-term repricing and be prepared for Q1 volatility, but remain pro-risk with a multi-quarter view on earnings growth.
- Consider diversification into hedge funds and global AI exposures instead of outright retreat from equities.
Rotate, Don't Retreat
- Rotate within equities rather than exiting: favor relative strength areas like value over pure growth for short-term moves.
- Remember historic pullbacks under 10% often recover quickly, so time your decisions carefully.
Google's Massive Texas Data-Center Bet
- Google plans a massive $40 billion data-center build in Texas as part of a larger multiyear CapEx push.
- The investment supports Google's cloud and AI model Gemini, competing at hyperscaler scale.