Closing Bell Overtime: Title: Are Markets Mispricing Geopolitical Risk?; MP Materials CEO On Stock Surge & Supply Chain 6/17/25

Closing Bell

CNBC

Business, News

4.8 • 118 Ratings

🗓️ 17 June 2025

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Stocks fall in afternoon trading as investors weigh intensifying Middle East risks, a looming budget showdown, and this week’s Fed decision. Scott Wren of Wells Fargo says don’t overreact to geopolitical headlines. Olaolu Aganga of Mercer offers the global CIO view on allocation right now. Market impact from DC from Pangaea Policy founder Terry Haines. Plus: MP Materials CEO Jim Litinsky joins exclusively to discuss why rare earths are national security assets, his company’s stock surge and the supply chain.

Transcript

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0:00.0	Well, that's standard regulation. Equifax ringing the closing bell to New York Stock Exchange.
0:05.3	LGI Holmes doing the honors of the NASDAQ. Stock's ending the day in the red as tension between Israel and Iran intensifies, but finishing off session lows.
0:13.5	Healthcare and consumer discretionary of the worst performing S&P sectors. The 10-year yield falling six basis points.
0:20.1	The energy complex moving higher on its continued attacks in the Middle East between Israel and Iran.
0:25.5	Crude hitting the highest level since January.
0:27.5	It's rallied more than 4%.
0:29.1	Solar stocks, though, those sank today after the Senate's version of the tax bill cut wind and solar incentives.
0:37.2	We've got more on that straight ahead.
0:38.8	Jabil, leading the S&P after better than expected earnings, announcing a $500 million
0:42.9	AI-US manufacturing investment.
0:46.6	JetBlue, though, sinking, as the CEO said, the airline will implement new cost cuts
0:50.7	due to softer than expected travel demand.
0:53.6	The defense stocks ending the day in the green
0:56.0	as Middle East tensions ramp and Reddit among the best performing after rolling out two new
1:04.0	AI powered ad tools.
1:07.0	Well, that's the scorecard on Wall Street, but winner stay late. Welcome to closing about overtime.
1:10.0	I'm John Ford alongside Morgan Brennan.
1:12.6	A head, should investors be buying on any sell-offs related to the Middle East conflict or are the risks too high?
1:19.6	And rare earths continue to be a trade bargaining chip, the CEO of MP Materials.
1:24.6	Joins us to break down why this sector is so crucial to those negotiations,
1:29.6	also national security. Plus, the setup for tomorrow's Fed meeting, how will Fed Chair Powell
1:34.0	categorize the impact of tariffs? Well, we start with the escalating conflict between Israel and
	...

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