Closing Bell

Jeremy Siegel, a Wharton finance professor and WisdomTree senior economist, joins Steve Liesman, a CNBC correspondent at Jackson Hole. They dive into Chair Powell's recent speech, dissecting its potential effects on the market and interest rate outlook. Key highlights include discussions on recent stock market gains, signals from the Federal Reserve about potential rate cuts, and how the housing market may be influenced by declining mortgage rates. They analyze the interplay between inflation expectations and investor sentiment, providing insights on market dynamics.

Matt George, Founder and CEO of Merlin, shares exciting insights into the booming SPAC landscape and its impact on the defense tech sector. He discusses his company's reverse merger valued at $800 million, paving the way for innovations in military AI and aircraft autonomy. George emphasizes the importance of collaboration in AI technologies and highlights advancements in both military and civilian aviation safety. With rapid growth, Merlin is set to expand from seven to nearly 200 employees, positioning itself as a leader in the future of aviation technology.

Wells Fargo Senior Economist Sarah House leads "The Jackson 5" analysis of key economic indicators ahead of the Fed symposium. Wedbush's Matt Bryson explains his Nvidia price target hike this week ahead of earnings. Brooke May from Evans May Wealth charts the market's next move. Plus, an exclusive look inside one of America's largest biologic drug manufacturing plants as Fujifilm's North Carolina facility prepares to produce drugs for Johnson & Johnson and Regeneron. Tom Rogers, former NBC Cable President and Versant Board senior advisor, breaks down the streaming wars as ESPN launches its new standalone app.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Armada is a startup focused on movable data center systems in AI computing in remote locations. It all started with a close collaboration with SpaceX, using the Starlink broadband network for connectivity. Co-founder & CEO Dan Wright joins Morgan Brennan to discuss edge computing, partnerships with energy producers and the AI arms race. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is this bout of seasonal choppiness a helpful reset to refresh the bull market or signs of a more fragile tape emerging? We discuss with CIO of Merrill and Bank of America Private Bank Chris Hyzy, Payne Capital Courtney Garcia and Morgan Stanley’s Jim Caron. Plus, John Kernan from TD Cowen tells us how he is playing the retail space this earnings season. And, Disney launched ESPN’s new flagship streaming app. Julia Boorstin breaks down all the details  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Navigate today's market landscape with Kristina Partsinevelos setting the market theme while Rick Santelli breaks down critical bond market movements. Scott Wren from Wells Fargo Investment Institute and Brent Schutte from Northwestern Mutual share their global market outlook. BHP CEO Mike Henry discusses earnings, tariffs impact on the global economy and more. Legendary bond observer Jim Grant weighs in on the bond market ahead of Jackson Hole. Plus, CFRA's Arun Sundaram previews Walmart's upcoming earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We discuss what’s at stake for the tech space with Charles Schwab’s Liz Ann Sonders. Plus, Target named a new CEO set to replace Brian Cornell in February 2026. We break down that – and the broader retail sector – with our Courtney Reagan and Mizuho’s David Bellinger. And, Fairlead’s Katie Stockton tells us the key levels she’s watching right now.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets correspondent Kristina Partsinevelos kicks off today's show with key market themes, followed by Rick Santelli on bond market movements from the CME. Charles Bobrinsky, Vice Chairman and Head of Investment Group at Ariel Investments, and Tim Urbanowicz from Innovator ETFs break down the latest market action.We preview Target earnings with Zihahn Ma from Bernstein. In a major autonomous vehicle development, Applied Intuition Co-Founder & CEO Qasar Younis joins us to discuss the company's new self-driving system launch and expansion into passenger vehicles.Plus, Angelica Peebles covers Viking Therapeutics, and Alan Ratner from Zelman & Associates analyzes Toll Brothers earnings and the broader housing market outlook.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is it time to prepare for a bigger pullback in the AI trade? We discuss with Trivariate’s Adam Parker, RBC Capital Markets’ Lori Calvasina and Invesco’s Brian Levitt. Plus, Bill Miller IV from Miller Value Partners weighs in crypto’s wild ride. And, Allianz’s Mohamed El-Erian tells us what he’s expecting from Jackson Hole.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.