Closing Bell Overtime: More Affordability Pressures & OpenAI Adds Ads 1/16/26

Closing Bell

CNBC

News, Business

4.4 • 139 Ratings

🗓️ 16 January 2026

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Carson Group’s Ryan Detrick joins to discuss why signs continue to point toward a market rally—and whether Washington policy risks could disrupt the momentum. Breaking down the president’s new affordability push, including as Bernstein’s Chad Dillard explains how rising electricity prices and grid constraints are pulling the administration into energy policy and what that could mean for electrical stocks. Phil LeBeau looks at auto affordability pressures Julia Boorstin explores OpenAI’s move into advertising, followed by a Netflix earnings preview with Wedbush analyst Alicia Reese.

Transcript

Click on a timestamp to play from that location

0:00.0	And that is the end of regulation. You got a bunch of legends of the New York Knicks ringing the closing belt the New York Stock Exchange.
0:06.7	What do I see John Stark's there, Alan Houston, Amari Stottomire and Moore?
0:11.5	BuildGurls.org doing the honors at the NASDAQ. Stocks closing out the week with a mixed day.
0:16.3	The Dow is slightly lower, very small losses. The S&B in NASDAQ, but it is the small caps that keeps starring the Russell 2000.
0:23.6	Once again, what is it, Peter Frampton, I want you to show me the way.
0:28.6	And the same thing on the weekly numbers, the Russell 2000 up 2 and a half percent.
0:33.6	Everything else is down, Dow 50K, S&B 7K, they're going to have to wait, and we know
0:39.9	the waiting is the hardest part.
0:41.8	In the meantime, President Trump saying that no one should have to pay higher energy prices
0:46.0	because of an AI data center.
0:47.8	That news, proving to be good news for some power players, bad news for others.
0:52.4	We'll get more on the story and the reaction coming up. Oil prices
0:55.6	slightly higher today. Ending the week, though, pretty much right where they started, despite
1:00.1	some multi-dollar swings on a lot of geopolitical headlines, mostly around Iran with a touch
1:06.3	of Venezuela. That is your scorecard on Wall Street. Hi, everybody. Welcome to closing bell
1:11.1	overtime. I am Brian Sullivan. Hope you having a great Friday on your radar this hour. The
1:16.4	President's affordability push extending to car prices, open AI encroaching on Google's turf,
1:23.3	and we are getting you all set up, just wild up for Netflix earnings next week. We got a lot to do over the hour, but we're going to begin with the market action. And Sima Modi, who's at the New York Stock Exchange? Seema, what is on your eye and your focus for this equity market? Okay, Brian, it's the bifurcation in tech. That continues, right? With semiconductors continue to outperform,
1:45.6	take a look at the SOX semiconductor EPF in comparison to the IGF software sector, outperforming it by 10 points just this week.
1:53.6	Investors continue that rotation into chips following Time 1 semi's blockbuster results. The chipmaker also
1:59.9	expanding its production in Arizona,
2:01.6	which is raising hopes that inventory levels will continue to rise for customers like NVIDIA,
	...

Please login to see the full transcript.

Previous episode | Next episode

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.