Closing Bell

Christina Partsinevelos, CNBC reporter covering earnings and IPOs, previews Cerebras and breaks down Cisco’s AI-driven results. She discusses corporate AI orders, Cerebras’ big IPO pricing and risks, and how AI demand is reshaping chip and enterprise spending. Short, punchy conversations on yields, inflation signals, and consumer pain from rising gas round out the market canvas.

Sherry Paul, a Morgan Stanley private wealth advisor who guides ultra-high-net-worth clients, outlines portfolio bets beyond tech. She highlights industrials, financials and healthcare as areas to diversify into. Short, punchy takes on AI-driven productivity, defense-linked industrial demand and why tech themes still matter.

Bini Kothari, founder and CEO of Tekne Capital Management, spots Asian semiconductor and AI supply-chain opportunities. Olaolu Aganga, head of portfolio construction at Citi Wealth, outlines portfolio positioning, geographic tilts, and tactical moves like duration and gold. They discuss commodities rally, compute futures and China’s separate AI supply chain. Short, punchy market themes and tradeable areas highlighted.

Orlando Bravo, founder of Thoma Bravo and software buyout specialist; David Einhorn, Greenlight Capital value investor; Jim Chanos, famed short-seller and corporate critic. They discuss AI’s real winners and labeling risks. They debate software buyouts, capital-intensity in data centers, shifting enterprise CapEx, market valuations, and when to defend capital versus hunt discounts.

David Snyder, Managing Principal and CIO at Journey One Advisors, is an investment strategist known for contrarian market views and late-cycle warnings. He debates whether today’s tech and AI rally echoes the late 1990s. He flags semiconductor risk and contrasts exuberant leadership with early technical cracks.

Christina Parts, market reporter who tracks real-time semiconductor and stock moves. She highlights memory strike risk, Intel and Qualcomm developments, and NVIDIA rollout news. She also reviews individual movers like Corning, Lumentum and Trade Desk. Short, fast-paced coverage of chip catalysts, analyst actions and headline-driven stock swings.

Chip stocks and major semiconductors surge to new highs while broader tech catches a bid. Discussion of Apple-Intel foundry talks and Intel’s rally. A technical case for Tesla signaling a potential breakout. Analysis of AI’s impact on jobs and inflation. Bitcoin’s recent rally and tokenization trends get explored.

Dan Greenhaus, market analyst known for macro and sector commentary, joins to debate market breadth and the impact of AI-driven rallies. He discusses concentrated equity leadership, semiconductor surges, and risks around rotation into mid/small caps. Short takes cover earnings, energy concerns, and traders’ risk management in chip positions.

Charles Cantor, Portfolio Manager at Neuberger Berman, gives a quick take on AI-related capex cycles and the memory and semiconductor market. He weighs whether hyperscaler spending is sustainable. Short segments also cover CoreWeave backlog strength, Coinbase revenue mix, DraftKings growth drivers, and market breadth amid heavy earnings.

Lo Toney, venture capitalist and Anthropic investor, shares perspectives on Anthropic's rapid scale. Stephanie Aliaga, JPMorgan rep, outlines persistent compute and supply constraints. Bryn Talkington, Requisite Capital contributor, offers market analysis on AI adoption and valuation cycles. They discuss AI growth, compute pressures, concentration in big tech, and how supply limits shape investment opportunities.