Closing Bell

Oracle and CoreWeave tumble as investors question the economics of the AI infrastructure boom. KeyBanc’s Jackson Ader breaks down the selloff and what it signals for the broader technology trade. DoubleLine CIO Jeffrey Sherman examines the volatile session in the bond market. Warburg Pincus CEO Jeffrey Perlman discusses the IPO market and the growing anticipation around Anthropic’s public debut as new revenue figures come into focus. Mizuho’s Jared Holz explains why money is rotating into healthcare and where he sees opportunity. Meantime, TCW Senior Portfolio Manager Eli Horton identifies his top picks for the AI buildout as investors reassess the winners and losers. Plus, Robert Frank examines the decline in stock ownership and what it reveals about investor behavior.

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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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Empower’s Marta Norton breaks down the market outlook and where she sees opportunities amid the pullback. Meantime, big bank earnings offer a fresh read on the economy while an AT&T downgrade raises questions about the telecom sector. RoboStrategy CEO Andrew Kang discusses the next frontier in AI investing and his Nasdaq-listed fund offering exposure to private robotics companies. He brings Taku, a robot from one of his portfolio companies to set. Alex Kantrowitz weighs Apple’s latest push into smart home products as the company approaches a $5 trillion valuation.

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Scott Wapner goes West! “Closing Bell” is live from the CAIS Alternative Investment Summit in Beverly Hills, California. Scott sits down with some of the biggest names including Vista Equity Partners CEO Robert Smith, CAIS Founder, Chairman & CEO Matt Brown and Fortress Investment Group’s Drew McKnight.


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Four years into the bull market, HSBC’s Max Kettner breaks down what’s driving the rally and whether stocks have more room to run. Bank of America’s Tal Liani explains his double upgrade of Salesforce as Wall Street reassesses the software trade. Meantime, Julia Boorstin reports on the latest developments surrounding Meta’s Muse while Kate Rooney examines Microsoft’s growing reliance on its own chips. Morgan Stanley Wealth Management’s Monica Guerra discusses rising geopolitical risks and the policy backdrop ahead of the midterm elections. Barclays’ Jason Goldberg previews bank earnings and what the results could reveal about the economy and credit conditions. Plus, a look at whether agentic AI poses a threat or an opportunity for Airbnb.

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