Closing Bell

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.

Bill Miller IV, CIO and chairman of Miller Value Partners known for active, crypto-friendly investing. He discusses where Bitcoin might find a bottom and defends crypto versus gold. Conversations also cover the AI-led tech rebound, shifting market breadth away from pure tech, and whether software has hit peak uncertainty.

Anthony Scaramucci, founder and managing partner of SkyBridge Capital and cryptocurrency commentator. He discusses Bitcoin's recent volatility and what drives big price swings. He explains ETF impacts and miner behavior. Short, lively takes on buying the dip and where Bitcoin fits in market cycles.

Michelle Gass, CEO of Levi Strauss & Co., driving a head-to-toe denim lifestyle and DTC growth. Daniel Lurie, Mayor of San Francisco, focused on public safety and economic recovery. They discuss Levi’s Super Bowl strategy and city preparations for Super Bowl events. Short, lively conversation about branding, retail transformation, city resurgence, and safety planning.

Kate Rooney, CNBC tech reporter who covers earnings and corporate results. She breaks down Amazon’s mixed quarter, AWS strength, EPS miss and the surprising $200B capex plan. The conversation also covers the crypto sell-off and Bitcoin technical breakdown, plus broader market and tech-sector implications in a turbulent trading session.

They debate whether Amazon’s upcoming results and AWS capex can calm a tech sell-off. Analysts parse AI-driven demand, GPU supply and who benefits in the AI rotation. Venture capitalists weigh late-stage funding flows and how AI changes software business models. Sports investing, franchise valuations and rising media rights get a deep dive.

Christina Parts Nebulis, CNBC earnings reporter focused on chips and enterprise; Seema Modi, CNBC tech reporter with sector color. They discuss heavy earnings including Google, Qualcomm and Arm. Conversation covers software sell-offs, AI worries pressuring SaaS, Google CapEx plans, memory headwinds at Qualcomm, and market rotation between growth and value.

Mackenzie Sigalos, tech reporter tracking Gemini, Google Cloud, and capex tradeoffs. Christina Partsinevelos, semiconductor watcher focused on AMD results and execution. Seema Modi, markets reporter covering heavy short interest and software stock moves. They debate tech selling, AI platform rivalries, Alphabet’s AI and cloud preview, and market rotation pressures in brief, punchy conversations.

Jim Cramer, longtime Mad Money host and CNBC contributor, joins to discuss NVIDIA, OpenAI, and shifting AI narratives. He recounts Jensen Huang’s OpenAI comments and weighs market reactions to NVIDIA and chipmakers. The conversation touches on software sell-offs, crypto swings, AMD results, and where investors might look amid AI-driven rotation.

Jim Stewart, Pulitzer-winning NYT columnist on Disney, gives a concise take on leadership and parks strategy. Alex Kantiewicz, AI and tech commentator, explains competitive strain among NVIDIA, OpenAI and Google. Mike Santoli, market commentator, dissects software multiples and sector rotation. Christina Partsenevolos, market reporter, highlights big stock movers and earnings to watch. They focus on software sell-offs, AI-driven industry friction, Disney’s succession, and key earnings previews.