Closing Bell

John Arnold, former energy trader and founder of Centaurus Advisors, discusses the strain AI puts on energy and supply chains and how geothermal could offer clean baseload power. He also warns about the fast rise of online sports betting and prediction markets. Chad Anderson, partner at Space Capital, explores why AI may boost the space sector and a SpaceX IPO could reshape the industry.

Rick Rieder, BlackRock’s CIO for Global Fixed Income and market strategist, offers concise market worldview. He discusses macro policy, Fed dynamics, and why fixed income looks attractive. He explains hyperscaler CapEx, balance-sheet implications, and how buybacks reshape positioning. The segment previews what to watch from Nvidia and touches on private credit liquidity concerns.

Barry Sternlicht, Chairman and CEO of Starwood Capital, a leader in real estate investing, offers quick takes on commercial real estate resilience and travel demand. He discusses tariff uncertainty and its hit to business planning. Short, punchy conversations also cover credit conditions, regional migration, and how AI might reshape property and data center demand.

Shinaldi Bassak, iCapital rep on software valuations and private markets. Seema Modi, tech and software reporter tracking IBM, Workday, Salesforce, Snowflake. Jack O'Callaghan, 1980 U.S. Olympic hockey alum turned finance pro, reflecting on the gold. Lauren Goodwin, New York Life Investments strategist on equity allocation. They tackle momentum in the rally, tech weakness, AI-led Nvidia dynamics, and private credit risks.

Emily Wilkins, Capitol Hill reporter tracking lawmakers' reactions. Eamon Javers, White House reporter explaining administration moves. Christina Partsinevelos, market reporter breaking down intraday movers and sector impacts. They discuss the Supreme Court tariff ruling, the White House's new 10% global tariff plan, market positioning and sector winners like retail, AI and data-center finance.

Eamon Javers, reporter on White House and legal moves, breaks down the uncertainty over $133B in tariff refunds. Avery Sheffield, VantageRock co-founder and CIO, explains which stocks she is avoiding and defensive positioning. Jeremy Siegel, Wharton professor and WisdomTree chief economist, discusses market and macro implications of the Supreme Court tariff decision. Multiple short takes on tech, discretionary and ad sectors follow.

Seema Modi, a business reporter who covers earnings and company results, unpacks Dropbox’s quarterly beat and guidance timing. She highlights margin gains and the company’s emphasis on its Dash product. Short, focused takes on results, guidance, and product strategy keep the conversation brisk and timely.

Dan Chung, CEO & CIO of Alger, a tech and AI-focused investor; Chris Harvey, head of equity and portfolio strategy at CIBC, a macro and sector strategist. They discuss AI-driven sector rotation and why quality names matter. They cover rising macro and geopolitical risks, energy market reactions, and opportunities in healthcare and industrials.

Phil LeBeau, business reporter covering Carvana results and metrics. Steve Kovach, technology reporter tracking big tech moves. They discuss Fed minutes rattling markets. They cover Carvana’s Q4 figures and trade reactions, plus tech and software movers, after-hours earnings and a Walmart preview. Short takes and fast market color throughout.

They debate whether the current risk-on market can keep running, with takes on earnings, positioning and sector rotation. Technical breakouts in restaurants, casinos and airlines get a close look. A new radar-based smart basketball console and its privacy-first AI are explored. Panelists weigh NVIDIA, consumer strength, Fed minutes and stock movers shaping the market close.