Closing Bell

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.

James Stewart, NYT business reporter, weighs in on Disney’s leadership and streaming questions. Kate Moore, Citi Wealth CIO, shares macro and earnings-cycle perspective for investors. They discuss Palantir’s beat-and-raise reaction, Disney’s stock slump and CEO succession worries, and Bitcoin’s volatile pullback and ETF outflows.

Bryn Talkington, investor at Requisite Capital who offers market commentary on earnings and megacap positioning. He breaks down megacap earnings vs. expectations and the Microsoft–OpenAI tie. Short takes on AI-driven market dynamics and risks from positioning and sector rotation.

Loretta Mester, former Cleveland Fed president and economist who analyzes Fed policy and central bank independence. She weighs in on Kevin Warsh’s nomination and what it means for rates and the balance sheet. She discusses the importance of Fed independence and the committee’s diverse views. Short, clear takes on market reactions to policy moves.

Eric Woodring, Morgan Stanley Apple analyst, gives first reactions to Apple’s blowout quarter and flags memory-cost uncertainty. Jeremy Siegel, Wharton professor and WisdomTree chief economist, discusses Warsh’s Fed nomination, macro policy implications, AI adoption and market breadth. They cover Fed politics, precious metals moves, tech earnings and the path for stocks in short, punchy conversations.

Patrick Moorhead, founder and CEO of Moor Insights & Strategy, a tech analyst focused on AI infrastructure. He unpacks the “circular AI unwind” and its effects on hardware versus software. He weighs memory and hyperscaler dynamics, reacts to Apple’s strong China and iPhone results, and flags how AI partnerships could reshape valuations and capital flows.

Pippa Stevens, commodities and retail trading reporter, highlights metals rallies and record retail flows. Alex Kantrowitz, tech journalist and author, dissects Apple, AI strategy and product timing. They talk Apple’s stakes, AI roadmaps, iPhone strength, software multiples, and consumer signals from coffee, cruises and cards in quick, market-focused segments.

Dirk Wallinger, founder and CEO of York Space Systems, a builder of turnkey small satellites with dozens of missions flown. He discusses York going public, the company's end-to-end spacecraft and defense offerings, work with the Defense Department, how funding cycles affect programs, and the market impact of a potential SpaceX IPO.

Brenda Vingiello, managing partner at Sand Hill Global Advisors and CNBC contributor, offers macro and mega-cap tech positioning. She discusses positioning around Microsoft, Meta and Tesla earnings. Short takes cover investor expectations, concentration risks in mega-caps, and reactions to AI-driven revenue and capex moves.