Closing Bell: AI Under the Microscope 11/11/25

Closing Bell

CNBC

Business, News

4.8 • 118 Ratings

🗓️ 11 November 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

A flurry of AI headlines have investors talking today. Deirdre Bosa breaks all of those down for us – and we discuss with our panel Trivariate’s Adam Parker, New York Life Investment’s Lauren Goodwin and JPMorgan’s Jordan Jackson. Plus, of all the mega-cap companies dolling out hundreds of billions in cap-ex, Apple has escaped much of that scrutiny. The company has often been criticized for being late to the AI party… but could that be a blessing in disguise? We break that down with Steve Kovach and Big Technology’s Alex Kantrowitz. And, AMD held its first analyst day in years. We run through the biggest headlines and what it could mean for the stock.

Transcript

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0:00.0	All right, Brian, thanks so much. Welcome to closing bell. I'm Scott Wobner, live from Post
0:05.8	9 here at the New York Stock Exchange. This maker break hour begins with AI under the microscope from
0:11.0	another burry blowback to soft banks, see ya on Nvidia, to the hyperscalor debt double down.
0:17.3	Is the most popular trade in the market still a sure bet? We'll ask our experts over this
0:21.4	final stretch. Here's the scorecard with 60 to go and regulation. The Dow is by far the
0:26.4	big winner today. Take a look at that. Almost 1.2%. We're good for almost 600 points. Healthcare,
0:32.2	energy, consumer staples leading the way today. And speaking of that AI trade, shares of
0:37.1	Corweave are selling off.
0:38.3	The company cutting its guidance on supply chain issues, shares falling by about 16%.
0:43.3	Meta's chief AI scientist is leaving to focus on his own startup.
0:47.3	Shares are down about 1%.
0:49.3	Elsewhere, shares of Estee Lauder are higher on an upgrade, and how about FedEx shares midday jumping the company
0:55.3	raising its guidance at a conference market likes it we're good for about 6% there takes us to our
1:00.4	talk of the tape all things AI as a flurry of headlines have investors talking once again today
1:05.8	so is dear Jibosa she joins us now with that story Dee no. No slow days in AI, right, Scott. So the AI is still
1:14.6	the market's favorite trade, but cracks are starting to show. You mentioned some of them.
1:19.3	SoftBank cashing out on Nvidia raises fresh valuation questions. Burry's warning is aimed at the
1:24.6	mega caps that are carrying the broader markets, and the move to
1:27.9	borrowing is turning AI from a growth story into a leverage story. That's what makes this moment
1:33.3	different. The easier initial gains from the hype and the multiple expansion, that may now be
1:38.2	behind us. As investors, they're weighing the cost of keeping the boom alive. Now, this chart,
1:47.6	you see, it's meta versus alphabet over the last few months, and it really sums up a shift in the AI trade.
	...

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