John Belton
Portfolio manager at Gabelli Funds who discusses big tech earnings, valuation, and capital expenditure considerations for companies like Meta and Apple.
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Jan 26, 2026 • 43min
Closing Bell Overtime: Winter Weather Impact; Blackrock Private Debt Fund Rocked 1/26/26
John Belton, portfolio manager at Gabelli Funds, on big tech valuations and CapEx tradeoffs at companies like Meta and Apple. Seema Modi, CNBC reporter, on notable stock movers and analyst actions. They cover tech earnings, metal and natural gas moves from the storm, small-cap strength versus mega-caps, and a BlackRock private credit writedown.
