Closing Bell

Truist’s Keith Lerner breaks down a volatile week for markets as investors weigh the fallout from the ongoing Nvidia controversy. Eamon Javers reports on the latest developments surrounding Jensen Huang’s future and the China angle. BTIG’s Jonathan Krinsky assesses the technical damage from the week’s selloff and whether stocks can regain their footing. Meantime, Kate Rooney examines how the Nvidia saga could affect Anthropic and the broader AI industry. LightShed Partners’ Brandon Ross breaks down the enormous expectations for Grand Theft Auto VI and why its release could shake up the media and entertainment landscape. Plus, the fallout from Microsoft’s outage and a look ahead to Nike’s big event next week.

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November 13, 2026; start time unavailable: Closing Bell breaks down NVIDIA’s leadership fallout, the coming Anthropic IPO test for AI sentiment, Apple’s record run, and pressure in crypto and housing. The key takeaway: investors remain focused on whether AI fundamentals and market confidence can withstand political, inflation and leadership shocks.

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November 12, 2026; start time unavailable: Closing Bell: Overtime breaks down NVIDIA’s steep selloff after Jensen Huang’s resignation, the Washington and China fallout, and what tighter chip-export scrutiny could mean for the AI trade. The episode also covers Cisco, Applied Materials and Cerebras earnings, a Microsoft outage, market positioning into 2027, and Oklo’s nuclear-power role in the AI data center build-out.

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November 12, 2026; start time unavailable: Closing Bell breaks down NVIDIA’s leadership shock, the market reaction across the AI trade, and questions over governance, China exposure, and the next phase of AI investing. John Ford and CNBC contributors also cover Tesla-SpaceX merger talks, OpenAI’s fundraising, Anthropic’s IPO setup, and key market movers into the close.

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CoreWeave’s latest results raise hopes that the AI infrastructure trade can regain its footing. Nomura’s Andy Goldberg breaks down the broader market outlook and whether the rebound has staying power. Meantime, Fortalice Solutions CEO and former White House CIO Theresa Payton examines the latest developments in the Jensen Huang spying saga and the implications for Nvidia and corporate security. Blockstream CEO Adam Back weighs why Bitcoin and other cryptocurrencies are struggling to find buyers. Plus, Pippa Stevens examines the looming debt wall facing software companies as AI disruption fears continue to pressure the sector.

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