Closing Bell

Nvidia fallout continues. CoreWeave earnings put the AI infrastructure trade back in focus. Jefferies’ Brent Thill breaks down the results and what they reveal about demand for computing power and the economics of the AI buildout. J.P. Morgan Private Bank’s Stephen Parker weighs the broader market implications and whether AI spending can continue to support stocks. Meantime, Anthropic kicks off its highly anticipated IPO roadshow. Burnham Park Capital Markets’ Rohit Kulkarni examines the company’s valuation, growth prospects and what investors still need to know before its public debut. Silverado Policy Accelerator Chairman Dmitri Alperovitch discusses the widening Nvidia scandal and the questions surrounding Jensen Huang, corporate governance and national security. Plus, the latest moves in oil as crude prices continue to slide.

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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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

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Nvidia CEO Jensen Huang faces an investigation that raises fresh questions about the company’s leadership and national security. Melius’ Ben Reitzes breaks down what the controversy could mean for Nvidia shares, its succession plans and the broader AI trade. Neuberger Berman President Joseph Amato assesses the market outlook and where investors should position amid the latest uncertainty. Meantime, former CIA officer David Fitzgerald examines the espionage and national security implications surrounding the Huang investigation. MoffettNathanson’s Nick Del Deo previews CoreWeave earnings and what the results could reveal about AI infrastructure spending.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee 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.

Citi Wealth’s Steven Wieting breaks down a turbulent week for markets and why the semiconductor selloff may be creating opportunities despite growing concerns about AI spending. Moody’s Analytics Chief Economist Mark Zandi examines the jobs report, the potential economic impact of an AI slowdown and what it all means for growth. Meantime, Pippa Stevens investigates the “phantom load” problem as inflated data center power forecasts fuel political backlash and raise new questions about the AI buildout. Bernstein’s Courtney Breen reacts to Moderna earnings and whether healthcare can offer shelter from the tech selloff. Unlimited’s Bob Elliott assesses market volatility and where investors can hide as stocks, bonds and credit come under pressure.

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