Closing Bell Overtime: Adobe CEO on AI Strategy; Market Volatility with Dan Niles; Intel Names New CEO 3/12/25
Closing Bell
CNBC
4.4 • 139 Ratings
🗓️ 12 March 2025
⏱️ 43 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | That bell marks the end of regulation. Cloudflare ringing the closing bell through New York Stock Exchange, |
| 0:04.8 | just capital, doing the honors at the NASDAQ, and a mostly positive close today, as investors weigh a hopeful inflation print against policy uncertainty from Washington. |
| 0:16.0 | The NASDAQ seeing a decent pop, finishing higher by about 1.5% led by Micron, Palantir, Tesla, and |
| 0:23.2 | Nvidia. Let's see, the S&P might not have held on a 5,600. We'll see where it settles. |
| 0:28.2 | That's a scorecard on Wall Street, but winters stay late. Welcome to closing bell overtime. |
| 0:32.0 | I'm John Ford. Morgan Brennan is off today. Well, coming up this hour, earnings from Adobe, |
| 0:37.2 | which has outperformed other software |
| 0:39.1 | names so far this year and an exclusive interview with Adobe CEO, Sean Tune-Irion, before he talks |
| 0:45.3 | to analysts on the call. Plus, investor Dan Nile's going to share his latest thoughts on the market |
| 0:50.4 | volatility, why he doesn't think we're at risk of a recession, and if the biggest |
| 0:54.6 | pain for tech is now in the rearview mirror. |
| 0:57.6 | Now let's get straight to the market action. |
| 0:59.3 | Joining us is BD8 Capital Partner, CEO, Barbara Duran, and truest wealth co-CIO, Keith Lerner. |
| 1:04.8 | Guys, happy overtime. |
| 1:06.7 | Keith, CPI was good news, or stocks do for a bounce? |
| 1:13.1 | Yeah, well, hey, John, great to be with you both. |
| 1:16.0 | Yeah, I do think we were set up for a bit of a bounce. |
| 1:20.5 | As you may recall, back in late February, we downgraded our view of stocks when we were closer to, you know, all-time highs because the weight of the evidence in our work had shifted. |
| 1:25.6 | And then yesterday, as the market was down, |
| 1:27.8 | you know, almost 10%, we put out a note that we think we were kind of getting to the ballpark |
| 1:32.3 | of where we might see at least abound. Some of our indicators, whether it's technical indicators |
| 1:36.2 | or just the contraction in PE that we've seen over the last two weeks, suggest that things are |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

