Closing Bell: What’s Next For This Rally? 8/26/25
Closing Bell
CNBC
4.4 • 139 Ratings
🗓️ 26 August 2025
⏱️ 43 minutes
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| 0:00.0 | Brian, thanks so much. Welcome to closing bell. Scott Wobner live from Post 9 here at the New York Stock Exchange. |
| 0:05.4 | This maker break hour begins with 24 hours of AI anxiety. That is what lies ahead as Nvidia earnings bloom, especially large tomorrow. |
| 0:14.3 | Results that could very well make a break the next move for the tech trade. We will discuss with our experts over this final stretch. |
| 0:20.4 | What is really at stake for this market? |
| 0:22.4 | The scorecard looks like this with 60 to go in regulation, mostly modest advances today for the |
| 0:28.1 | major's not much reaction to news. The president says he's firing Fed Governor Lisa Cook. |
| 0:33.5 | She says not so fast. We will watch for any developments there this hour. |
| 0:38.4 | Watching Apple shares too after yet another report says the company entertain the idea of buying |
| 0:43.0 | AI startup perplexity. We'll dive into that further as well. It takes us to our talk of the tape. |
| 0:48.3 | The next leg of this record setting rally. It's clear where our headliner stands on that topic. |
| 0:53.3 | He's bullish. As you know, |
| 0:54.9 | he is FundStraughts. Tom Lee joins us now post-nights. Good to see you. Great to see you, Scott. |
| 0:59.9 | So, Nvidia looms large. Does that make or break whether your bullishness comes to fruition |
| 1:07.1 | moving forward? I mean, I know investors are really anxious and NVIDIA has not performed well the last |
| 1:14.7 | few times it's reported, but the story arc there remains that that is one of the most important |
| 1:20.7 | companies in the world in the middle of the biggest structural change in the world economy. |
| 1:25.7 | So I think NVIDIA still is a great story. It really wouldn't change our thesis if the stock reacted poorly. |
| 1:33.2 | You feel like there's become a little more AI anxiety, as we wrote at the top. |
| 1:38.3 | You know, from Sam Altman at Open AI saying that, you know, investors are a little over-eager about AI. |
| 1:46.8 | You know, meta's reorganized again. |
| 1:49.6 | They've stopped their hiring. |
| 1:51.2 | There was another report today that suggested some of these Gen-I-A models, |
... |
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