Closing Bell Closing Bell Overtime 2/9/26
20 snips
Feb 9, 2026 Pippa Stevens, a business and markets reporter specializing in commodities and metals. She breaks down lithium and uranium rallies. She discusses inventory draws, reactor restarts, and why investors are circling metals. Short, market-focused talk on what is driving recent metals momentum.
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Market Outlook For Midterm Year
- Historical patterns suggest good but volatile returns in midterm years and early rate-cut cycles.
- Volatility may persist into October, with relief rally potential after election uncertainty fades.
Short Seller Retracts On AppLovin
- AppLovin rallied after short seller Capital Watch retracted claims and apologized.
- The company had demanded a retraction and issued a cease and desist over the prior report.
Hyperscalers Fund AI CapEx
- Hyperscalers' revenue growth can fund a massive AI infrastructure buildout over coming years.
- Dom Rizzo favors semiconductor and semi-cap equipment exposure to capture that digital intelligence race.
