Closing Bell Overtime: Commvault CEO on Cyber Protection in AI Age; Top International Picks; Previewing Disney Earnings 11/12/25

Closing Bell

CNBC

Business, News

4.8 • 118 Ratings

🗓️ 12 November 2025

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The Dow notched its first close above 48,000 despite tech falling today. Carson Group’s Ryan Detrick and Wealth Enhancement’s Ayako Yoshioka break down the market action. Cisco rises after reporting earnings. Our Leslie Picker on the record run for big banks. Commvault CEO Sanjay Mirchandani on protecting data as AI enhances cybersecurity threats. Fast Money trader Tim Seymour gives his top international picks. We close out with Needham’s Laura Martin previews tomorrow’s Disney earnings.

Transcript

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0:00.0	That bell marks the end of regulation Uber and Delta Airlines bringing the closing
0:07.8	bell for New York Stock Exchange.
0:09.1	CEOs Darry Akashashari and Ed Bastian.
0:11.7	Patterson, UTI, doing the honors for the NASDAQ remotely from the premium basin.
0:16.3	The Dow once again with a big gain is its first close above 48,000, the S&P 500 with its fourth
0:22.7	straight day of gains, only a few points though.
0:25.4	The NASDAQ, however, down for the fourth time in five sessions.
0:29.3	And as money is rotating out of tech, these sectors rising today.
0:33.3	Healthcare, financials, materials, more on those sectors coming up for the proof of the rotation.
0:38.3	Every Mag 7 name is lower today except for Microsoft.
0:42.3	Meta, Tesla, Alphabet, Amazon all down about 2%.
0:46.3	And a big drop for oil as OPEC says oil supply for 2026 will meet demand, which means there won't be a shortage, as some were expected.
0:56.2	Well, that's the scorecard on Wall Street. Welcome to Closing Bell Overtime. I'm Morgan Brennan,
1:00.1	along with John Ford. Coming up, we are waiting for earnings from Cisco. The stock is up 25% this year
1:05.7	on AI demand. Of course, it still hasn't taken out those all-time highs from early 2000.
1:11.6	We've also got our eyes on Disney reporting tomorrow.
1:14.6	The stock's basically flat this year.
1:16.6	It's in a dispute with YouTube TV.
1:18.6	Lots of issues to discuss there.
1:20.6	And the House is set to take up the bills that would end the government shutdown.
1:23.6	It will take some time, but they are expected to pass.
1:26.6	We're going to keep an eye on Washington throughout the hour as that process commences here. And for more on the market
	...

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