Closing Bell Overtime: Accidental Landlords & Alphabet Earnings Preview 7/22/25

Closing Bell

CNBC

Business, News

4.8 • 118 Ratings

🗓️ 22 July 2025

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Innovator ETFs’ Tim Urbanowicz lays out the market backdrop after earnings from Texas Instruments and Capital One. Our Pippa Stevens tracks natural gas moves. Evercore’s Stephen Kim breaks down surging stock moves from DHI and PHM. Compass Point’s Ed Engel downgrades Circle after the GENIUS Act. Crossmark’s Bob Doll offers a broader view on bond moves and market leadership. Our Diana Olick reports on the rise of “accidental landlords.” Our Brandon Gomez reveals how U.S. spirits sales have cratered in Canada amid a tariff clash. Plus, Gil Luria of DA Davidson previews what to expect from Alphabet earnings.

Transcript

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0:00.0	Well, that's the end of regulation.
0:02.2	Group O.C. Vested ringing in the closing belt the New York Stock Exchange and OFA Group doing the honors at the NASDAQ.
0:08.6	Stocks ending mixed on the day.
0:10.4	But the S&P hitting another all-time high.
0:13.5	The S&P has now had 19 consecutive days without making a 1% move in either direction.
0:18.8	It's the longest, you can call it quiet streak, since December.
0:22.6	Healthcare, real estate utilities leading the gains.
0:24.6	Tech and communication services lagging the semi-stocks among the losers today with Mike
0:29.6	Gron, Arm, and Broadcom all down more than 3%.
0:32.6	General Motors falling despite earnings coming in line.
0:34.6	The car makers saying tariffs impacted the quarter by
0:37.5	$1.1 billion. The defense stocks moving in opposite directions on the back of results as well.
0:43.5	Northrop jumping as revenue beat. Lockheed Martin on the flip side after reporting a $1.6 billion
0:49.4	charge related to some programs. We've got more on that sector straight ahead. Home Builders rallying big.
0:56.2	As DR Horton and Pulte Group beat estimates, the home construction ETF having its best day since April 9th.
1:01.2	We're going to dig deeper into that as well. That's the scorecard on Wall Street. Welcome to closing
1:05.7	bell overtime. I'm Morgan Brennan. John Fort is out. Ahead, the return of the meme trade.
1:12.7	With names like Open Door and Coals soaring on seemingly no news, should investors be concerned?
1:18.8	Plus, alphabet closing hire for the 10th straight day ahead of its earnings right here on overtime tomorrow.
1:25.5	Can you still trade it?
1:27.2	We'll get you set up for the numbers.
1:29.1	And the call catching Wall Street's attention circle.
	...

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