Closing Bell

Krishna Guha of Evercore ISI and Bob Elliott of Unlimited assess the market landscape amid rising geopolitical risk. Helima Croft of RBC Capital Markets and our Pippa Stevens discuss oil’s spike. Atlantic Council CEO Fred Kempe weighs in on U.S.–Iran implications and potential offramps. Plus: Ivy Zelman of Zelman & Associates on housing stocks—and what’s next for builders.

Transcribed - Published: 13 June 2025

Solus’ Dan Greenhaus, NewEdge’s Cameron Dawson and Capital Wealth’s Kevin Simpson weigh in on Iran’s retaliatory attack on Israel. Plus, Charles Schwab’s Liz Ann Sonders jumps on the CNBC newsline with her reaction to this afternoon’s events. And, legendary oil investor Mark Fisher breaks down the action in that sector.

Transcribed - Published: 13 June 2025

Voyager Technologies, a commercial space and defense technology startup, has gone public. Skyrocketing more than 80% in its first day trading at the New York Stock Exchange, it reflects a milestone for the broader space. Co-founder & CEO Dylan Taylor joins Morgan Brennan from the stock exchange to talk about the new frontier for the company and space economy: Wall Street.

Transcribed - Published: 13 June 2025

Jon sits down with AMD Chair & CEO Lisa Su at the company’s AI event where she unveiled a new raft of AI products. Our Steve Liesman breaks down the day’s data, dollar, and yields. Markets in focus with Ryan Detrick of Carson Group and Barbara Doran of BD8 Capital. Plus: Coinbase CEO Brian Armstrong from the Crypto Summit on what’s next for the industry, and Menlo Ventures’ Shawn Carolan, a Chime board member, on the company’s IPO and stock pop.

Transcribed - Published: 12 June 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 June 2025

With the Fed decision just days away, Liz Ann Sonders of Schwab sets the stage for markets. Our Megan Cassella tracks progress in China trade talks, and Pippa Stevens asks: are minerals the new geopolitical currency? Francisco Blanch of Bank of America joins to break down the big moves in metals and oil. Later, former Kansas City Fed President Esther George previews what’s next from the Fed. Plus: Sam Korus of ARK weighs in on SpaceX’s soaring valuation—and we’ve got Oracle earnings after the bell.

Transcribed - Published: 11 June 2025

After a ripping rebound rally based on a resilient economy and trade war de-escalation, how does the risk-reward setup for stocks look from here? And what will drive the next notable move? We discuss with Solus’ Dan Greenhaus, Hightower’s Stephanie Link and JP Morgan Asset Management’s Stephanie Aliaga. Plus, former Fed governor Mishkin tells us what today’s CPI number might mean for the Fed’s next move. And, BTIG’s Jonathan Krinsky breaks down the charts and tells us where he sees the energy sector headed from here.

Transcribed - Published: 11 June 2025

Vital Knowledge’s Adam Crisafulli and Nicole Webb of Wealth Enhancement Group weigh in on where the market goes from here. Jason Furman, Harvard professor and former CEA chair, joins to talk policy, China talks, and the latest from DC. As Microsoft hits multiple record highs in recent days, Joel Fishbein of Truist explains why he’s the Street’s biggest bull while KeyBanc’s Jackson Ader defends his neutral rating. Plus: Palmer Luckey, Anduril’s founder, sits down to discuss what’s ahead for the company after topping this year’s CNBC Disruptor 50 list.

Transcribed - Published: 10 June 2025

We take you inside the fast-moving world of AI. We discuss who is winning the race and – perhaps most importantly – where the next big investments are being made for tomorrow. You’ll meet the people, the companies and the technologies on the cutting edge – as well as innovations that will transform the way we will live, work and interact with each other. We have exclusive interviews with AWS CEO Matt Garman, Anthropic angel investor Anjney Midha, Notable Capital’s Jeff Richards and tech investor Ankur Crawford from Alger.

Transcribed - Published: 10 June 2025

Evercore ISI’s Julian Emanuel joins to lay out what’s driving markets. As U.S.–China trade talks resume in London, Michael Froman, former U.S. Trade Rep and now with the Council on Foreign Relations, weighs in on what’s at stake. Our Eunice Yoon explores China’s EV market on the ground. Plus, Apple’s WWDC with CNBC’s Steve Kovach and Maxim Group’s Tom Forte. Robinhood CEO Vlad Tenev details his White House visit and the progress of Trump accounts. Aon CEO Greg Case on the company’s investor day, promise of AI and global volatility.

Transcribed - Published: 9 June 2025

Can WWDC ignite Apple’s stock and change the narrative around its AI strategy? We discuss with our all-star panel of Steve Kovach, star analyst Dan Ives, tech expert Alex Kantrowitz and shareholders Jason Snipe and Malcolm Ethridge. Plus, Trivariate’s Adam Parker tells us why he is getting defensive right now. And, Tesla got hit with two downgrades as it gears up for its highly anticipated robotaxi event. We discuss what is at stake.

Transcribed - Published: 9 June 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: 6 June 2025

Strategas’ Chris Verrone, NB Private Wealth’s Shannon Saccocia and Invesco’s Brian Levitt break down their forecasts for stocks amid the trade uncertainty. Plus, Professor Jeremy Siegel tells us why he favors a “cautionary cut.” And, Robinhood hit fresh all-time highs. We tell you what’s driving that stock higher.

Transcribed - Published: 6 June 2025

President Trump and Elon Musk’s bromance is over. The two sent scathing attacks from their respective social media sites against each other—and Tesla shares tanked. We have you covered with reporting from our Eamon Javers, plus analysis from shareholder Brenda Vingiello, WSJ’s Tesla reporter Tim Higgins and analyst Craig Irwin from Roth Capital. Earnings from Lululemon and Broadcom. Plus, interviews with the CEOs of MongoDB and Rubrik as investors continue to look for clues on tariffs impact.

Transcribed - Published: 5 June 2025

A triangle of tremendous intrigue today surrounding the White House. We discuss all the latest – and what could be at stake for the market with Bryn Talkington, Alex Kantrowitz and Courtney Garcia. Plus, we get you set up for Broadcom results in Overtime with star analyst Stacy Rasgon. And, Brown Forman’s stock on the rocks today – we tell you why.

Transcribed - Published: 5 June 2025

Bond yields fall after softer ADP employment data, setting the stage for Friday’s jobs report. Our Rick Santelli breaks down the move, with Mike Santoli offering his take on what it means for markets. Adam Crisafulli of Vital Knowledge weighs in on jobs, the Fed, and the rate outlook. Earnings from Five Below, PVH, and MongoDB take center stage. Marko Papic of BCA Research discusses the implications of an expected Trump-Xi call on U.S.-China trade. Jim Paulsen joins to discuss the wave of strategists lifting their S&P 500 targets. Brent Thill of Jefferies and Gil Luria of DA Davidson go head-to-head in a CoreWeave valuation debate.

Transcribed - Published: 4 June 2025

Bond yields fall after softer ADP employment data, setting the stage for Friday’s jobs report. Our Rick Santelli breaks down the move, with Mike Santoli offering his take on what it means for markets. Adam Crisafulli of Vital Knowledge weighs in on jobs, the Fed, and the rate outlook. Earnings from Five Below, PVH, and MongoDB take center stage. Marko Papic of BCA Research discusses the implications of an expected Trump-Xi call on U.S.-China trade. Jim Paulsen joins to discuss the wave of strategists lifting their S&P 500 targets. Brent Thill of Jefferies and Gil Luria of DA Davidson go head-to-head in a CoreWeave valuation debate.

Transcribed - Published: 4 June 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: 4 June 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: 4 June 2025

Paul Hickey, Co-Founder of Bespoke, breaks down the market action, as well as earnings from Asana and HPE. CrowdStrike earnings reaction with Joel Fishbein of Truist. Our Pippa Stevens on the latest in the warming relationship between nuclear and tech: this time, with Constellation and Meta. Stacy Rasgon of Bernstein on why Qualcomm is the “Rodney Dangerfield” of chip stocks—getting no respect despite strong fundamentals. Bullish technical signals with Warren Pies, Co-Founder of 3Fourteen Research, who sees a path to all-time highs this summer. Plus, Diana Olick on how more homeowners are cashing out home equity.

Transcribed - Published: 3 June 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: 3 June 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: 3 June 2025

Market start the week and month paring morning losses and grinding higher throughout the sessios, with plenty of macro catalysts ahead. Our Megan Cassella reports on escalating trade tensions as China strikes back. We take a look at the trajectory with Dan Skelly, Managing Director at Morgan Stanley Wealth Management, who expects rangebound action for the rest of 2025. Oil spikes more after an OPEC outlook hike was less-than-feared and energy investor Arjun Murti weighs in. Our Eunice Yoon reports from Beijing on how Chinese restaurants are dropping American menu items—like U.S. chicken feet—as tensions rise. Our Brian Sullivan reports on progress with the Alaska LNG pipeline from the Arctic Circle. Michael Lasser, Retail Analyst at UBS, joins Jon to break down dollar-store earnings later this week.

Transcribed - Published: 2 June 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: 2 June 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: 2 June 2025

Markets navigate fresh trade headlines and tech disruption: Unlimited’s Bob Elliott and G Squared Capital’s Victoria Greene weigh in on market sentiment and positioning. Our Kate Rooney reports on whether the Trump agenda could chill Silicon Valley’s startup pipeline through its attacks on higher education. Shaun Maguire of Sequoia Capital joins exclusively from the Reagan National Economic Forum to discuss venture capital and the tech ecosystem, including his firm’s exposure to Musk-led companies like SpaceX, xAI, and The Boring Company. Home Depot CFO Richard McPhail speaks exclusively on how tariffs are impacting retail and housing, and Tim Sloan of Fortress gives a read on the real estate market.

Transcribed - Published: 30 May 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 May 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 May 2025

A jam-packed session unfolds across DC, earnings, and the broader market. Our Megan Cassella breaks down the political fallout from the latest tariff ruling, while Neuberger Berman CIO Joseph Amato explains why the market favors small and mid-cap names. On the earnings front, we hear from Dell, Marvell, Zscaler, Ulta Beauty, American Eagle, and Gap. Retail analyst Dana Telsey reacts to the retail names and what they reveal about the consumer. Eric Sheridan of Goldman Sachs weighs in on the tech sector’s trajectory after another earnings wave. CEO Joanna Geraghty on the new partnership with United

Transcribed - Published: 29 May 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 May 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 May 2025

Markets braced for a massive after-hours earnings slate, including Salesforce, Nvidia, C3.ai, Synopsys, and Pure Storage. Nvidia dominated the agenda: analysis from Moor Insights & Strategy’s Patrick Moorhead and CFRA’s Angelo Zino while Byron Deeter of Bessemer discusses what Nvidia’s print means for the broader AI and semis trade. Paul Hickey of Bespoke gives a read on sentiment as yields ticked higher. Jefferies’ Brent Thill weighs in on CRM.

Transcribed - Published: 28 May 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: 28 May 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: 28 May 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: 27 May 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: 27 May 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: 27 May 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: 27 May 2025

Apple’s rough stretch continued as new political and regulatory headlines piled on. Eamon Javers reports on President Trump’s comments targeting Apple, while The Verge’s Nilay Patel and Evercore’s Amit Daryanani unpack what it all means for the investors. Jose Rasco of HSBC breaks down this week’s market action. Our Pippa Stevens reports on renewed interest in nuclear stocks after a White House executive order. Venture capitalist Bradley Tusk shared insights on Apple’s government battles and the state of IPOs. Joe Feldman of Telsey Group on what this week’s retail earnings mean for the consumer and clues on next week’s key reports.

Transcribed - Published: 23 May 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 May 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 May 2025

Adam Crisafulli of Vital Knowledge and Nicole Webb of Wealth Enhancement Group break down the market action today and whether more pain is ahead. Earnings highlights included results from Workday, Autodesk, Deckers, Ross Stores, and Intuit. Jon sits down for the latest commentary from Intuit CEO Sasan Goodarzi. In Washington, the Trump budget bill took a major step forward—Raymond James policy analyst Ed Mills talks through the implications for investors—including winners and losers. Sean Henry, CEO of logistics firm Stord, on how companies are reshaping supply chains in a new world for global trade.

Transcribed - Published: 22 May 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: 22 May 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: 22 May 2025

Stocks drifted lower and yields moved higher as investors digested cautious signals across the markets. Barbara Doran of BD8 and Scott Chronert, Citi U.S. Equity Strategist join to break down the day’s pullback and explain why defensive positioning remains in focus. Snowflake and Zoom Video report earnings, while Urban Outfitters offered a fresh read on the retail consumer. White House crypto czar David Sacks joins to discuss the stablecoin vote in Congress and the evolving AI landscape. AT&T CEO John Stankey on the company’s acquisition of Lumen’s fiber business for nearly $6B. Our Phil LeBeau on a surprising stat: the average age of a U.S. car has hit an all-time high of 12.8 years, signaling deeper trends in consumer behavior and the auto industry.

Transcribed - Published: 21 May 2025

Stocks drifted lower and yields moved higher as investors digested cautious signals across the markets. Barbara Doran of BD8 and Scott Chronert, Citi U.S. Equity Strategist join to break down the day’s pullback and explain why defensive positioning remains in focus. Snowflake and Zoom Video report earnings, while Urban Outfitters offered a fresh read on the retail consumer. White House crypto czar David Sacks joins to discuss the stablecoin vote in Congress and the evolving AI landscape. AT&T CEO John Stankey on the company’s acquisition of Lumen’s fiber business for nearly $6B. Our Phil LeBeau on a surprising stat: the average age of a U.S. car has hit an all-time high of 12.8 years, signaling deeper trends in consumer behavior and the auto industry.

Transcribed - Published: 21 May 2025

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

Transcribed - Published: 21 May 2025

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

Transcribed - Published: 21 May 2025

Elon Musk returns for unexpected second sit-down with our David Faber. The wide-ranging interview touches on xAI, securing power for AI, the battle for chips supremacy and more. We have instant takeaways with Walter Isaacson, author of Elon Musk, for a deeper look at the man behind the headlines then Roth Capital’s Craig Irwin breaks down the stock implications for Tesla and the EV space. Plus, market sentiment check with Wells Fargo’s Scott Wren and Payne Capital’s Courtney Garcia and Zimmer Biomet CEO Ivan Tornos from the CNBC CEO Summit.

Transcribed - Published: 20 May 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: 20 May 2025