Closing Bell Overtime: Taiwan Semi Powers Tech Higher; Wells Fargo’s Ohsung Kwon on Top Ideas; Pimco’s Emerging Markets Plays 1/15/26
Closing Bell
CNBC
4.4 • 139 Ratings
🗓️ 15 January 2026
⏱️ 44 minutes
🧾️ Download transcript
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| 0:00.0 | time with Brian Sullivan. And that is the end of regulation. Carlisle ringing the closing |
| 0:06.0 | about the New York Stock Exchange, American Drive, doing the honors at the NASDAQ stocks, |
| 0:11.1 | rebounding strongly from yesterday's losses, getting back toward record highs. The Dow up |
| 0:16.2 | 280 points has to be the NASDAQ only small gains, but the big star this year, it's been the little |
| 0:21.9 | stocks, the Russell 2000. Once again, the best of the bunch. It is now up 8% this year. If you |
| 0:29.3 | bet on small caps, congrats, you've gotten it right lately. Chip stocks leading the NASDAQ, |
| 0:33.9 | hire the SMHETF with a new all-time high about 400 for the first time ever. |
| 0:40.7 | More, by the way, on semiconductors in just a moment. Banks also contributing to the rally today. |
| 0:46.8 | Goldman Sachs, Morgan Stanley, both higher following their results. And you are seeing a big move in the |
| 0:52.1 | price of oil. The president trying to ease tensions with |
| 0:55.4 | Iran, then set oil down a lot, down about 5%. Back below 60 bucks. And shocking, a bit of a relatively |
| 1:04.0 | quiet day for the metals. Gold, copper, both lower, silver, a small gain, but still not a big day for the medals. |
| 1:12.0 | Where do they go from here? |
| 1:13.3 | No doubt, one of the topics we will address over the next hour. |
| 1:16.7 | That is your scorecard on Wall Street. |
| 1:18.4 | Welcome to closing bell overtime, everybody. |
| 1:20.4 | I am Brian Sullivan, a busy hour coming up. |
| 1:23.2 | Also, the fate of the crypto bill in D.C., Amazon apparently angry over its, quote, worthless stake in SACS. |
| 1:31.9 | And should you invest in emerging markets right now, especially with all the unrest and tension around the world, there is a lot to do. |
| 1:39.7 | But let's start with some of the big gains that we had today for the chip stocks, all kicked off really by |
| 1:45.7 | huge earnings out of TSM. And Christina Parts and Evels is at the New York Stock Exchange. |
| 1:52.1 | And I know these earnings were big. And you said earlier, Christina, it was kind of like an almost |
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