Closing Bell Overtime: Big Defense from Reagan Defense Forum; Samsara CEO On Outlook 12/5/25

Closing Bell

CNBC

News, Business

4.8 • 118 Ratings

🗓️ 5 December 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

New economic data after the government shutdown and what it means for the Fed. Diane Swonk, Chief Economist at KPMG, breaks it down. RTX CEO Chris Calio joins for a wide-ranging conversation from Reagan National Defense Forum, the biggest defense conference of the year. Other exclusive interviews from RNDF with L3Harris CEO Chris Kubasik and Booz Allen CEO Horacio Rozanski. We track the latest on a potential Netflix–Warner Bros. deal, check in on market signals with Mike Santoli. Samsara CEO Sanjit Biswas on the state of connected operations.

Transcript

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0:00.0	Welles Bell marks the end of regulation. Wells Fargo, we're going to closing bells in New York Stock Exchange.
0:04.5	CCH Holdings doing the honors at the NASDAX in stock, closing out the week with small gains.
0:10.6	The Dow up 50 points, S&P 500, just a few points.
0:14.5	NASDAQ up a little more than a quarter of a percent.
0:17.9	And after two days of outperformance of Russell closing in the red today for
0:22.3	the week games across the board of 1% or less on a big deal of the day the Albanian army
0:28.3	buying HPO Netflix winning the bidding war for Warner Brothers Discovery Netflix down again today
0:35.0	investors haven't loved this deal for the streaming king Warner Brothers Discovery gaining Paramount Skydance down 10% today, 17% this week, but this saga is far from over. More on that coming up. A big day for commodities, too. Silver soaring to another all-time high. Close to 60 bucks an ounce. Another big gain for Nat Gas. Back to those December
0:55.2	2022 highs. That is a scorecard on Wall Street, but winter stay late. Welcome to closing
1:00.1	about overtime. I'm John Ford. Morgan Brennan will join us from the Reagan National
1:04.3	Defense Forum ahead this morning's inflation data coming in cooler than expected, but this is
1:09.1	September data because of the shutdown.
1:11.3	So will it matter to the Fed next week?
1:14.6	And shares of Sam Sara, soaring today up 11% after earnings.
1:19.1	The company's CEO is going to join us to discuss those results.
1:22.9	Morgan, in California, what are you got coming up?
1:27.0	Oh, we've got such a big hour, John. This is the first Friday of December, and that means I'm here at the Reagan National Defense Forum in Simi Valley, California.
1:34.3	We're here inside the Reagan Presidential Library. This is actually Reagan's Marine One behind me.
1:39.3	It's the largest national security conference of the year. We've had a big run this year in
1:44.8	aerospace and defense stocks, but they have been underperforming the broader
1:47.5	market since the government shut down back in October. We've got a changing
1:50.9	spending environment, procurement process is in focus. As the Trump administration
	...

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