Closing Bell Overtime: Tech Titans Regain Ground, CoreWeave’s First Report, and eToro’s IPO Pop 5/14/25

Closing Bell

CNBC

News, Business

4.4 • 139 Ratings

🗓️ 14 May 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

Big Tech has been surging this week, including Nvidia and Tesla. Gene Munster of Deepwater Asset Management breaks down the momentum across the sector. Coreweave and Cisco report. Evercore’s Amit Daryanani breaks down Cisco's latest quarter. SuRo Capital’s Mark Klein, a Coreweave shareholder, joins to discuss CoreWeave’s first report as a public company. We also take a look at eToro’s IPO and what it means for other companies considering going public. Barbara Doran of BD8 Capital and Bob Doll of Nuveen unpack the market action and we look ahead to Walmart, reporting on Thursday, with Corey Tarlowe of Jefferies.

Transcript

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0:00.0	That bell marks the end of regulation.
0:04.0	Lithium Argentina.
0:05.0	We're going to close in bell with the New York Stock Exchange, H2O, America doing the honors at the NASDAQ.
0:10.0	And stocks are ending the day mixed.
0:12.0	The NASDAQ closing higher for the six straight day.
0:14.0	Its longest win streak since August.
0:17.0	Communication Services was your S&P sector leader as Alphabet and Metagame.
0:21.4	Healthcare, again, the lagger today this time with Bristol Myers and Teva lagging.
0:25.8	The sector now down more than 4% in the past week.
0:29.3	Chips leading the tech charge today, AMD and Nvidia, the top performers.
0:33.0	AMD announcing a $6 billion buyback and Nvidia is back into positive territory for 2025.
0:39.3	Treasury yields higher, which probably was
0:41.3	a cold chimer for a lot of stocks with the 10
0:43.3	years solidly back above 4.5%.
0:45.3	The move hitting the home builders
0:47.3	with nearly all members of the sector
0:49.3	ETF lower.
0:51.3	That is the scorecard on Wall Street, but
0:53.3	winners stay late. Welcome to closing about overtime. I'm John Ford. Morgan Brennan is on assignment, and we are waiting for a couple
0:59.8	key after hours reports, starting with Cisco, snapping a five-day winning streak today, but still
1:05.2	positive for the week. analysts are expecting earnings of 92 cents to share on 14 billion in revenue.
1:11.6	And then we're going to hear from AI infrastructure play.
	...

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