Closing Bell Overtime: Investors Navigate More Geopolitical Uncertainty, Broadcom Earnings 3/4/26

Closing Bell

CNBC

News, Business

4.4 • 139 Ratings

🗓️ 4 March 2026

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

Savita Subramanian of Bank of America lays out a strategy for investors to deal with the current volatility and explains how she is positioning portfolios for the rest of the year. Earnings drive the tape with results from Okta and Broadcom. Stacy Rasgon of Bernstein reacts to Broadcom’s numbers and what they signal for AI infrastructure spending. Chris Verrone of Strategas joins to walk through the technical picture and key levels investors should watch next in several important sectors.

Transcript

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0:00.0	The bell is bringing an end to the trading day at the NYSC Pfizer CEO Albert Borla,
0:07.9	ringing the closing bell and at the NASDAQ. Today is IPO Virtuix doing the honors.
0:12.2	Welcome to closing bell overtime. We're live from Studio B at the NASDAQ market site. I'm Melissa Lee,
0:16.5	along with Mike Santoli. Sox rallying today big games for technology.. The NASAC up more than 1% and turning positive for the week.
0:23.6	More on the market straight ahead.
0:25.6	Our reporters are covering all aspects of today's rally.
0:28.6	Rick Santelli on the strong economic data.
0:30.6	Amon Jabriss following developments from the White House as tensions easing, at least for now.
0:35.6	Emily Wilkins awaiting a key vote in Congress, and we do have
0:38.8	a couple of big earnings reports to watch this hour, Broadcom and Octa. But let's start on today's
0:44.2	market moves with Christina Part to Nevelos. Christina. Well, markets really found some footing today.
0:48.5	The VIX pulling back, oil settling down, and it really gave investors enough of a green light
0:53.1	to step back in. Gold,
0:54.9	Bitcoin both rallied. Crypto proxies like Coinbase and Robin Hood were among the top
0:59.4	S&P 500 performers of the day. Chips, semiconductors and software were both up roughly 2% today.
1:06.4	One of the only handful of times where you can actually say that you've seen both up a combo of that this year.
1:12.1	Memory chips did lead the way.
1:13.6	Micron Sandus each up at least 5% today.
1:17.2	Intel closed almost 6% today, more specifically about comments from the CFO who said CPU demand is strong enough
1:23.9	that customers are just willing to lock in long-term supply agreements.
1:28.2	Amazon also, you talked about mega-cap tech before, Mike, up about 4%.
1:32.6	Investors reading that OpenAI, AWS partnership as demand validation signal for AI
	...

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