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Closing Bell

Closing Bell Overtime: Tech Stabilizes After Morning Drop; Who is New Walmart CEO? 11/14/25

Closing Bell

CNBC

Business, News

4.8118 Ratings

🗓️ 14 November 2025

⏱️ 43 minutes

🧾️ Download transcript

Summary

A volatile week in markets as Mackenzie Sigalos breaks down the big crypto selloff and Steve Liesman explains the Fed’s dilemma. Sam Stovall of CFRA and Jose Rasco of HSBC analyze market reactions, while Seema Mody highlights the GPU-driven tech selloff and debates over Oracle and CoreWeave valuations. Futurm’s Daniel Newman on how this week fits into the broader AI narrative. Katie Stockton of Fairlead walks through the technical on Nvidia, VIX and more. Courtney Reagan discusses Walmart’s new CEO. Finally, Adam Crisafulli of Vital Knowledge previews next week’s market catalysts.

Transcript

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0:00.0

Well, that bell marks the end of regulation.

0:02.3

Tehan Ranch running the closing bell to New York Stock Exchange.

0:05.0

Kindness.org doing the honors at the NASDAQ, and the Dow closing lower by more than 300 points.

0:10.5

The big story of the day, though, was the rebound we saw, especially in tech, S&P 500, closing about flat, slightly down, the NASDAQ 2, but slightly higher.

0:20.2

At the lows of the day, the NASDAQ 2 but slightly higher at the lows of the day the NASDAQ was at 22 436 that was nearly a one-month low

0:27.0

Now today's rebound wasn't enough to save the NASDAQ from its second straight down week

0:31.0

But the down S&P did manage to finish the week in the green energy intact the biggest gainers materials gainers, materials and financials, today's worst sectors, energy getting a boost from a gain in oil. And that is the

0:43.1

scorecard on Wall Street, but winner stay late. Welcome to closing bell overtime. I'm John

0:47.0

Ford. Morgan Brennan is off today. Over the next hour, I'm going to be asking our guests

0:51.2

the questions you're probably wondering about your investments.

1:00.0

Should I be concerned the big tech valuations have gotten out of hand, or is the broader thesis intact? Does each dip represent a buying opportunity?

1:03.4

Well, let's get started by setting the table with the big themes for the markets right now.

1:07.6

Christina Parts Nevelas looking at stock's wild ride today.

1:10.6

Rick Santelli covering

1:11.6

the bond market. Mackenzie Segalos is tracking the sharp declines in cryptocurrencies and Steve

1:16.5

Leastman is looking at a looming December dilemma for the Fed. First up, Christina at the NASDA.

1:22.7

John, we know everything sold off yesterday. Stocks, bonds, gold, crypto. We opened even lower today,

1:27.8

but dip buyers stepped in fast. Semiconductors were hit hardest this morning. The SMH opened up,

1:32.9

down more than 3%, but closed slightly ever, we'll just call it flat right now, but slightly

1:37.9

in the green. Invidia nearly touched $180 at the open before bouncing back to 190. Micron was a standout up about 5%,

1:47.0

oh 4% now on supply constraint concerns. It was the second biggest driver in the NASDAQ 100

1:53.0

behind DoorDash, which really just rallied on pure momentum. Same for Robin Hood and GE

...

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