Closing Bell

Tom Lee, a renowned market strategist, shares insights on the potential for stock growth amid market fluctuations. Gene Munster, a shareholder at Deepwater Asset Management, discusses the implications of Meta’s latest AI and hardware announcements on its stock performance. Analyst Kate Rooney provides updates on significant changes at OpenAI, highlighting the tech landscape's dynamic shifts. Together, they explore key trends in tech stocks like Nvidia and consider the interplay between innovation, stock valuations, and economic conditions.

Oscar-winning director James Cameron joins to discuss his new role on the board of Stability AI, sharing insights on how AI could reshape the future of filmmaking. He addresses the potential of generative AI for visual effects while emphasizing the ethical implications and job impacts in Hollywood. Meanwhile, Commerce Secretary Gina Raimondo explores proposals to ban certain foreign technologies from connected cars for national security. Their conversation highlights the intersection of technology, innovation, and the future of creative industries.

Joining the discussion are Adam Parker from Trivariate, Lauren Goodwin of New York Life Investments, Kristina Hooper from Invesco, market analyst Chris Verrone, and shareholder Michelle Ross from Stempoint Capital. The guests delve into bullish prospects in the industrial sector and where investors can find strength in the current bull market. They also address the market's reaction to recent rules on weight loss drug pricing, alongside key trends in technology and semiconductors. Expect insightful forecasting amid economic uncertainty!

The Dow and S&P 500 closed at record highs – and our Mike Santoli gives a few market measures on why investor risk appetite is nowhere near stretched. Needham’s Laura Martin and LightShed’s Walter Piecyk on what their channel checks reveal from the iPhone 16’s first weekend of sales. DA Davidson’s Gil Luria issued a rare downgrade for Microsoft stock – he says rivals are catching up on AI. Plus, PIMCO chief emerging markets portfolio manager Pramol Dhawan on global hotspots to check out for your portfolio.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rick Rieder, a BlackRock financial expert, shares insights on the market's potential for gains post-Fed decisions. Venture capitalist Rashaun Williams discusses his top growth investments in a shifting landscape towards fixed income. Bank of America's Brian Moynihan analyzes consumer behavior trends, highlighting concerns and opportunities. The conversation covers the challenges facing companies like GM, a tech stock resurgence, and the revival of IPO activities, showcasing the evolving investment strategies in light of recent economic shifts.

Patrick Moorhead, CEO of Moor Insights & Strategy, discusses the Dow's record close following a Fed rate cut and the potential for a Qualcomm-Intel merger that could benefit both companies. Tony Fadell, co-creator of the iPhone and iPod, shares insights on the launch of iPhone 16 and the implications of AI for Apple. The conversation also touches on the reopening of the Three Mile Island nuclear plant and its sale of power to Microsoft, highlighting exciting investment opportunities in the nuclear sector.

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.

Eric Mandl, Sr. Managing Director at Guggenheim Securities, discusses the recent Fed-driven rally and a potential wave of tech mergers on the horizon. He highlights which sectors are ripe for consolidation. Elliott Hill, returning as Nike's CEO, shares insights into the company's leadership transition and its positive impact on morale and stock performance. They also examine FedEx's disappointing earnings and the broader market's adaptability amid economic shifts. The conversation touches on the growing role of AI in transforming business strategies.

Polaris Dawn has done the impossible: making history with private citizens conducting a spacewalk. The extravehicular activity was done to test SpaceX’s new suits. Fresh off of splashdown, mission commander & Shift4 CEO Jared Isaacman joins Morgan Brennan to discuss the view from his walk, how this space mission compared to Inspiration4— his previous venture—and the path ahead for the Polaris Program. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How much fuel is left in the market’s rocket boosters after gains eight of the past nine days? Our all-star panel of NewEdge’s Cameron Dawson, Virtus’ Joe Terranova and Payne Capital’s Courtney Garcia debate where they stand right now.  Plus, Morgan Stanley’s Sherry Paul tells us why investors should be recalibrating their portfolios now that we are in a rate cutting cycle. And, Apple got a big boost in today’s session and led the tech sector higher. We break down what’s behind that bounce.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.