Closing Bell

Amazon reports alongside key results from Affirm, Reddit, Roblox, and Strategy. Roth’s Rohit Kulkarni joins with instant analysis of Amazon’s quarter, investor expectations and what the results signal for Big Tech and consumer demand. Michael Farr, President and CEO of Farrcrest, assesses overall market conditions amid this slide in tech stocks. Bitwise CEO Hunter Horsley weighs in on a sharp downturn in crypto markets and what it means for risk appetite. Bob Michele, Chief Investment Officer at JPMorgan Asset Management, discusses bond and commodity market dynamics, offering perspective on rates, inflation, and global growth.

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It’s been another ugly day for the tech sector… but can Amazon’s earnings in Overtime help? We discuss with CNBC’s Kate Rooney and super analyst Mark Mahaney. Plus, top venture capitalists Jeff Richards of Notable Capital and Plexo Capital’s Lo Toney weigh in on the big AI boom. And, George Pyne – a pioneer in the sports investing space – weighs in on sports valuations, media rights and more.

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Morgan Brennan sits down with Voyager Technology CEO And Chairman Dylan Taylor to discuss the company's Starlab Space Station — on track to launch in 2029 — and how its expanding into data centers in space and setting its sights on the moon.

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A busy earnings session puts Big Tech and software squarely in the spotlight. Alphabet headlines the night. Qualcomm, ARM, and Snap also report, adding fresh signals on chips, mobile demand, and digital advertising. Ben Reitzes, Managing Director at Melius Research, breaks down the broader software and tech landscape. Citizens’ Andrew Boone reacts to Alphabet’s results and huge capex outlook. Market positioning and investor flows discussion with Sonali Basak of iCapital and Steve Sosnick of Interactive Brokers.

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Is the selling in tech overblown? Investors are looking for some clarity and pivoting their attention to Alphabet which reports in Overtime. We run through what to expect with shareholder Doug Clinton from Intelligent Alpha and Oppenheimer analyst Jason Helfstein. Plus, former St. Louis Fed President Jim Bullard weighs in on what could be next for the Fed under Kevin Warsh. And, the big battle between Anthropic and OpenAI is headed to the Superbowl. We explain.

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