Closing Bell

Richard Bernstein of Richard Bernstein Advisors and Alan McKnight of Regions Wealth Management debates whether speculation has gone too far and why dividends, quality, and U.S.-focused positioning may be back in favor. The conversation then turns to Washington as policy developments and presidential missives whipsaw investors with Brian Gardner of Stifel. Technology investing in 2026 with Dom Rizzo of T. Rowe Price. Bear case on Nike with Needham analyst Tom Nikic.

Transcribed - Published: 8 January 2026

The President says he has settled on a new fed chair in a new interview with the New York Times. We discuss with the Wall Street Journal’s Nick Timiraos. Plus, Walter Isaacson gives his take on some high-profile announcements out of the White House over the past 24 hours aimed at big business. And, Apollo’s Torsten Slok maps out his outlook for the economy and where he sees rates headed in 2026.

Transcribed - Published: 8 January 2026

Markets move as Washington takes center stage, with Eamon Javers reporting on White House actions rippling through oil, defense, and housing, including new limits that could keep institutional investors out of single-family homes. Tony Bancroft of Gabelli weighs in on proposals to restrict pay, buybacks, and dividends for defense companies. Victoria Greene of G Squared Private Wealth and Kevin Gordon of Charles Schwab break down the market action and talk positioning and risk. Venezuela’s oil outlook with our Brian Sullivan and the geopolitical stakes involving China with former U.S. Ambassador to China Nicholas Burns, before Tim Seymour rounds out the conversation with a look at international markets.

Transcribed - Published: 7 January 2026

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in busines

Transcribed - Published: 7 January 2026

Our Pippa Stevens breaks down the record action across metals including gold, silver, copper, and nickel. Gargi Pal Chaudhuri, BlackRock’s head of iShares Investment Strategy Americas, connects geopolitics and market positioning heading into 2026. Jason Marczak of the Atlantic Council on what’s next for Venezuela and South America. Highlights from Nvidia CEO Jensen Huang and AMD CEO Lisa Su at CES. Deere CFO Josh Jepsen on the company’s push into tech and automation.

Transcribed - Published: 6 January 2026

Where does this rally go from here? Strategas’ Chris Verrone, BNY’s Alicia Levine and Requisite Capital’s Bryn Talkington discuss. Plus, Rick Heitzmann from Firstmark Capital breaks down his outlook for the IPO market in 2026. And, Mohamed El-Erian weighs in on what he's watching from the upcoming jobs report.

Transcribed - Published: 6 January 2026

Global risk with Barry Knapp of Ironsides Macroeconomics and Drew Pettit of Citi Research who break down market reaction to developments in Venezuela, followed by a big-picture look at what comes next with Richard Haass, former president of the Council on Foreign Relations. Energy stocks and oil markets take center stage with Andy Lipow of Lipow Oil Associates. Tech outlook with John Belton of Gabelli Funds. L3Harris CFO Ken Bedingfield on geopolitical hotspots and Venezuela.

Transcribed - Published: 5 January 2026

Can stocks post a fourth-consecutive strong year? We discuss with Solus’ Dan Greenhaus, NewEdge’s Cameron Dawson and iCapital’s Sonali Basak. Plus, we discuss what’s at stake for the oil markets following the removal and arrest of Venezuela’s President Maduro with Bryn Talkington from Requisite Capital. And, Bill Miller IV from Miller Value Partners breaks out his 2026 crypto playbook.

Transcribed - Published: 5 January 2026

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 2 January 2026

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 2 January 2026

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 31 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 31 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 30 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 30 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 29 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 29 December 2025

Michael Farr of Farr Miller & Washington talks the broader investing backdrop. Joe Feldman of Telsey Advisory Group digs into the state of retail and the consumer. Jared Isaacman, the new NASA administrator, on Space Force priorities and the future of U.S. space leadership. Craig Johnson of Piper Sandler breaks down key market technicals, Adam Spice of Rocket Lab on his stock’s meteoric rise and what 2026 has in store for space investors. Adam Crisafulli of Vital Knowledge closes the show with the key catalysts investors should be watching in the week ahead.

Transcribed - Published: 26 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 26 December 2025

Morgan Brennan sits down with John Serafini, HawkEye 360 CEO, on the latest episode of Manifest Space. They discuss the company’s role in tracking sanctioned vessels around the world -- so-called “dark vessels.” Plus, how HawkEye 360’s latest acquisition fits into the long-term strategy and if an IPO is in the cards.

Transcribed - Published: 26 December 2025

It’s a holiday-shortened trading day but the Dow and S&P 500 still closed at record highs. Patrick Fruzzetti of Rose Advisors weighs in on the broader market setup and positioning, before Gerard Cassidy of RBC Capital Markets looks ahead to what 2026 could mean for banks. Tim Seymour of Fast Money delivers his “stocking stuffers” list of winners and losers. Our Steve Liesman explores how Americans are spending and behaving around Christmas, and John San Marco of Neuberger Berman analyzes holiday shopping trends and consumer strength. Plus, Emily Wilkins reporting from Washington on the political and crypto crossover scene in D.C. at Pubkey, a new dive bar.

Transcribed - Published: 24 December 2025

David Trainer of New Constructs on what fundamentals are really saying about today’s market. Stephen Tusa of JPMorgan breaks down the state of industrials and Alan Ratner of Zelman assessing real estate trends and risks. Our Steve Kovach examines whether artificial intelligence is becoming commoditized faster than investors expected.

Transcribed - Published: 23 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 23 December 2025

Carol Schleif of BMO Private Wealth and Bob Doll of Crossmark Global Investments on positioning, risk appetite, and what’s driving sentiment. Bart Melek of TD Securities explains the forces moving oil, metals, and broader raw-material markets. Rich Gelfond, CEO of IMAX, on the box office outlook. Michelle Caruso Cabrera examines oil tankers, Venezuela, and the geopolitics shaping energy flows, before Jeff Kilburg of KKM Financial breaks down options activity and market positioning. The show closes with a global equity lens from Kei Okamura of Neuberger Berman on Japanese stocks.

Transcribed - Published: 22 December 2025

What could be in store for your money in the new year? We discuss with Fundstrat’s Tom Lee, Hightower’s Stephanie Link and CIBC Capital Markets’ Chris Harvey. Plus, Jeff DeGraaf from Renaissance Macro tells us which three sectors he is avoiding right now. And, Former Dallas Fed President Richard Fisher tells us what he thinks is next for rates.

Transcribed - Published: 22 December 2025

Scott Wren of Wells Fargo Investment Institute on global strategy and positioning, plus Steve Liesman wraps his key interview with Fed Governor Christopher Waller. Apple’s outlook with Craig Moffett of MoffettNathanson. The Goldman biotech outlook with Salveen Richter of Goldman Sachs. Next week’s market catalysts with Adam Crisafulli of Vital Knowledge.

Transcribed - Published: 19 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 19 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 18 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 17 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 17 December 2025

Bob Elliott of Unlimited joins the show to break down the market backdrop as investors weigh growth, risk, and positioning, before Leslie Picker reports on what could be the biggest IPO of 2025 with Medline set to price. Databricks CEO Ali Ghodsi discusses his company’s latest valuation and what it signals for private AI companies. Collapsing oil prices and unusual Venezuelan shipping activity with Bill Perkins of Skylar Capital. Julia Boorstin explains Instagram’s push onto the TV screen. Eric Mandl of Guggenheim on the outlook for tech M&A and what deals could define the next phase for the sector.

Transcribed - Published: 16 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 16 December 2025

Evercore’s Julian Emanuel breaks down today’s market action and what’s in store for investors in 2026. White House AI and Crypto Czar David Sacks on the latest AI executive order from the Trump administration, the government’s strategy on exports to China and worries about job loss. ServiceNow CEO Bill McDermott talks the company’s AI strategy, dealmaking and more. Plus, our Eunice Yoon reports on China’s AI toymakers.

Transcribed - Published: 15 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 15 December 2025

Oracle and Broadcom worries hit tech stocks. Jose Rasco, Chief Investment Officer at HSBC Global Private Banking and Wealth Management, breaks down the week’s wild market action. BTIG’s Robert Drbul gives his top consumer picks—and catalysts—for 2026. Growing speculation around a potential SpaceX IPO with Daniel Hanson of Neuberger Berman. Netskope CEO Sanjay Beri talks the company’s first earnings report as a public company. Wells Fargo analyst Jason Kupferberg on the fintech setup heading into 2026.

Transcribed - Published: 12 December 2025

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Transcribed - Published: 12 December 2025

Heath Terry, Citi’s Global Head of Technology and Communications Research, breaks down the latest OpenAI announcement and what it means for the AI landscape in 2026. Earnings from Broadcom, Costco, Lululemon and RH set the tone for the afternoon. Market gut check with Stephanie Guild, Chief Investment Officer at Robinhood. Christopher Rolland of Susquehanna analyzes Broadcom’s results. Diana Olick reports on U.S. home prices turning negative and Deepak Puri, Chief Investment Officer at Deutsche Bank Wealth Management, on his 2026 market outlook and the strengthening dollar.Heath Terry, Citi’s Global Head of Technology and Communications Research, breaks down the latest OpenAI announcement and what it means for the AI landscape in 2026. Earnings from Broadcom, Costco, Lululemon and RH set the tone for the afternoon. Market gut check with Stephanie Guild, Chief Investment Officer at Robinhood. Christopher Rolland of Susquehanna analyzes Broadcom’s results. Diana Olick reports on U.S. home prices turning negative and Deepak Puri, Chief Investment Officer at Deutsche Bank Wealth Management, on his 2026 market outlook and the strengthening dollar.

Transcribed - Published: 11 December 2025

Morgan Brennan sits down with Will Marshall, Planet Labs CEO, on the latest episode of Manifest Space. They discuss how the company is using AI in its satellite imagery to help countries quickly identify the location of security and economic threats around the world. Plus, the natural advantages for data centers in space—and how Planet Labs how to capitalize on the opportunity.

Transcribed - Published: 11 December 2025

What could be next for this record setting rally? Fundstrat’s Tom Lee reveals his 2026 outlook. Plus, we discuss what could be in store for the AI trade in the new year with Deepwater Asset Management’s Gene Munster. And, one of the standout stories of the markets in 2025 is the participation of the retail investor – even bigger than we may have thought, according to some new data. Kristina Partsinevelos breaks down the numbers and what it means to the market.

Transcribed - Published: 11 December 2025

David Zervos of Jefferies shares his take on what the Fed’s move means for markets and the economy. Earnings from Oracle, Adobe and Synopsys, with Rishi Jaluria of RBC Capital Markets breaking down Oracle’s results and Sassine Ghazi, Chief Executive Officer of Synopsys, discussing the company’s outlook. Brian Moynihan, Chief Executive Officer of Bank of America, weighs in on the broader Fed and economic backdrop. Barbara Doran of BD8 Capital and Brent Schutte, Chief Investment Officer of Northwestern Mutual, unpack what the Fed, Oracle and earnings season mean for investors.

Transcribed - Published: 10 December 2025

Fed Chair Powell followed the committee’s decision to cut interest rates by 25 basis points, while signaling a higher bar for the next cut. DoubleLine Capital’s Jeffrey Gundlach joins Scott Wapner with his first take on the decision, Powell’s news conference and his own market forecast.

Transcribed - Published: 10 December 2025

Steve Sosnick, Chief Strategist at Interactive Brokers, and Brij Khurana, Fixed Income Portfolio Manager at Wellington Management, break down cross-asset signals and rate expectations. Earnings include AeroVironment and key retail and consumer names including Casey’s General Stores, GameStop, Dave & Buster’s and Cracker Barrel. Patrick Moorhead, Chief Analyst at Moor Insights, dives into Nvidia and the AI trade. Ben Silverman, Chairman and Co-CEO of Propagate Content, unpacks the Warner Bros. battle between Paramount and Netflix. Northrop Grumman CEO Kathy Warden weighs in on defense spending and growing competition. Braze CEO Bill Magnuson talks the latest quarter.

Transcribed - Published: 9 December 2025

Trivariate’s Adam Parker, Aureus Asset Management’s Kari Firestone and JP Morgan’s Stephanie Aliaga tell us where they think stocks will go from here. Plus, Ashley MacNeill tells us how she is playing the software space in the new year. And, we break down the big move in Boeing’s stock today – following some critical data.

Transcribed - Published: 9 December 2025

Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh, and Victoria Greene, Founder and Chief Investment Officer at G Squared Private Wealth talk the broader market outlook. Tom Rogers breaks down Paramount’s hostile bid for Warner Bros. and the potential market impact. Our Steve Kovach breaks down Apple leadership departures and the company’s AI strategy. AWS CEO Matt Garman and Accenture’s Julie Sweet discuss enterprise and cloud demand trends.

Transcribed - Published: 8 December 2025

The commerce department is set to allow exports of Nvidia H200 chips to China. We break down that developing story with our Kristina Partsinevelos and super analyst Dan Ives from Wedbush. Plus, Blackrock’s Rick Rieder weighs in on the market, rates and the Fed’s next move. And, top technician Jeff DeGraaf tells us how he is playing the recent break out in the banks.

Transcribed - Published: 8 December 2025

New economic data after the government shutdown and what it means for the Fed. Diane Swonk, Chief Economist at KPMG, breaks it down. RTX CEO Chris Calio joins for a wide-ranging conversation from Reagan National Defense Forum, the biggest defense conference of the year. Other exclusive interviews from RNDF with L3Harris CEO Chris Kubasik and Booz Allen CEO Horacio Rozanski. We track the latest on a potential Netflix–Warner Bros. deal, check in on market signals with Mike Santoli. Samsara CEO Sanjit Biswas on the state of connected operations.

Transcribed - Published: 5 December 2025

Can stocks stage an end of year run? We discuss with The Wharton School’s Jeremy Siegel, Requisite Capital’s Bryn Talkington and Neuberger Berman’s Shannon Saccocia. Plus, we hear from Alex Lasry – the CEO of the New York, New Jersey host committee – with what the World Cup in the U.S. could mean for fans, businesses and more. And, Alger’s Ankur Crawford brings us her top stock picks for 2026.

Transcribed - Published: 5 December 2025

Investors weigh bonds, jobless claims, and rising economic concerns with Jim Paulsen of Paulsen Perspectives and Charles Bobrinskoy, Vice Chairman at Ariel Investments. Earnings from Hewlett Packard Enterprise, Rubrik, Ulta Beauty, and SentinelOne help shape the afternoon narrative. Mike Proulx of Forrester and Lloyd Walmsley of Mizuho analyze Meta’s reported pullback in metaverse spending and its implications for the tech landscape. We also hear from Rubrik CEO Bipul Sinha on results, dig into retail earnings with Courtney Reagan, and assess the 2026 IPO outlook with Brianne Lynch, Head of Market Insights at EquityZen, before wrapping with a look at tomorrow’s key market drivers.

Transcribed - Published: 4 December 2025

We discuss the big battle of the AI devices and the big tech players in that fight with our own Steve Kovach and Big Technology’s Alex Kantrotwitz. Plus, Solus’ Dan Greenhaus, iCapital’s Sonali Basak and Invesco’s Brian Levitt debate the state of the market as we near the end of the year. And, Mohamed El-Erian from Allianz tells us which potential Fed chair would be best for the equity market.

Transcribed - Published: 4 December 2025

Morgan Brennan sits down with Will Roper, Istari CEO, on the latest episode of Manifest Space. They discuss the startup’s big news announced today: partnering with Blue Origin on making a moon dust battery – a device designed entirely with AI. They discuss Istari's "ground" infrastructure that lets AI innovate within guardrails, preventing hallucinations while maintaining creativity. Plus, why connecting data without consolidating it could transform aerospace and defense.

Transcribed - Published: 3 December 2025

A big day of tech earnings, including results from Salesforce, Snowflake, C3.AI and UiPath. BD8 Capital’s Barbara Doran and Charles Schwab’s Kevin Gordon break down the market action and react to the key earnings. C3.AI CEO Stephen Ehikian joins to break down the company’s quarter and broader trends in the industry. UiPath CEO Daniel Dines talks enterprise spending levels after his company’s earnings. Fortune Brands CEO Nicholas Fink on the health of the consumer and where they are spending in their home. Plus, Jensen Huang heads to Capitol Hill to lobby for export control changes.

Transcribed - Published: 3 December 2025