meta_pixel
Tapesearch Logo
Log in
Closing Bell

Closing Bell Overtime: Jobs Report Analysis: What Will Fed Do? & Samsara CEO on Strong Earnings, AI ROI 9/5/25

Closing Bell

CNBC

News, Business

4.4139 Ratings

🗓️ 5 September 2025

⏱️ 43 minutes

🧾️ Download transcript

Summary

KPMG Chief Economist Diane Swonk breaks down the jobs report reaction while Baird Investment Strategist Ross Mayfield explores whether we're in a Goldilocks scenario for markets. Roblox CEO David Baszucki discusses new AI features and child protection initiatives on the platform. Samsara CEO Sanjit Biswas provides earnings reaction and outlook for the IoT sector. Vital Knowledge Founder Adam Crisafulli rounds out the show with next week's key market catalysts.

Transcript

Click on a timestamp to play from that location

0:00.0

Well, that's standard regulation. The free market's ETF bringing the closing belt, the New York Stock Exchange, Fennec. Pharmaceutical is doing the honors of the NASDAQ.

0:08.0

Closing, oh, looks like we're closing may be mixed here. On the day, on that weaker than expected jobs report, the NASDAQ, at least, closing in the green. everything else in the red. We're off the worst levels of the day. The Dow, the S&P 500, the NADTEC,

0:04.8

all did hit

0:21.6

record highs earlier this morning in the session before turning negative. For the week, the Dow

0:26.6

down slightly, the S&P up slightly, and the NASAC, the big winner with a gain of more than 1%.

0:31.8

We saw big drops and bond yields today on this jobs report that adding to the Treasury rally

0:36.9

that we've seen really all

0:37.7

week. The 10-year yields just above 4%. It's the lowest level since early April. That led to a

0:43.6

big drop in mortgage rates. The biggest one-day drop in more than a year, actually. 30-year fixed.

0:49.4

Now it's 6.29% according to Mortgage News Daily. It's the lowest level in nearly a year all of this

0:55.4

helping to catapult gold to another record high the 30th of the year it's posted its best week

1:03.5

since late may as well well that's the scorecard on wall street but winter stay late welcome to

1:07.6

closing about overtime i'm john fort alongside morgan breton, we're discussing and dissecting why today's early rally faded. Are markets more concerned

1:16.9

about the strength of the economy? Are those worries even a rate cut can't soothe? And we will also

1:21.6

speak to the CEO of Roblox about his company's new AI push, also about the seemingly never-ending

1:26.6

controversy about how to protect

1:28.3

children on the platform. And shares of Samsara jumping after posting strong results,

1:33.8

raising guidance. The company's CEO, Sanjit Biswas, also joining us coming up and overtime.

1:38.6

Let's begin, though, with the markets and the big moves we saw today, first hitting new highs

1:43.4

before falling from those levels.

1:45.0

Christina Parts of Nevelas joins us from the NASDAK. Christina.

1:48.0

Well, markets really struggled to find that Goldilocks scenario today, a weaker than expected jobs report.

...

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.