Closing Bell

This holiday-shortened trading week ends with a tension-release rally pushing the key infexes further into record territory. So what could be next for your money? We discuss with Fundstrat’s Tom Lee, Truist’s Keith Lerner and Wealth Enhancement Group’s Aya Yoshioka. Plus, former Fed Governor Frederic Mishkin breaks down his first reaction to the jobs report and what it might mean for the Fed’s next move. And, Lisa Shalett – CIO of Morgan Stanley Wealth Management – tells us where she is finding opportunity in the second half of the year.

Published: 3 July 2025

S&P 500 closed at a record high today. Our Kristina Partsinevelos tracks key stock movers, while Rick Santelli breaks down action in the bond market. Scott Wren of Wells Fargo and Adam Crisafulli of Vital Knowledge weigh in on where the second half of the year could be headed. Big Technology’s Alex Kantrowitz reacts to Microsoft’s plan to cut 9,000 jobs and what is says about broader tech labor landscape. Affirm CEO Max Levchin joins to discuss what he’s seeing from consumers and payment trends Tim Seymour makes the case for getting bullish on health care.

Transcribed - Published: 2 July 2025

What’s next for stocks? Solus’ Dan Greenhaus, Hightower’s Stephanie Link and Invesco’s Brian Levitt. Plus, Plexo Capital’s Lo Toney tells us how he is playing the tech space right now. And, we get some top plays for your portfolio as we kick off the second half with Michael Bapis from Vios Advisors at Rockefeller Global.

Transcribed - Published: 2 July 2025

Washington wrestles with the latest budget bill. Our Emily Wilkins breaks down the latest, followed by reaction to the Senate passing its version of it from OMB Director Russell Vought. Paul Hickey of Bespoke and Jose Rasco from HSBC weigh in on the market setup heading into the second half. Banks begin unveiling capital return plans—Leslie Picker tracks the headlines. Booking Holdings CEO Glenn Fogel joins on the travel boom ahead of July 4th and what he is seeing for summer.

Transcribed - Published: 1 July 2025

What will drive the market for the remainder of the year? We discuss with Trivarite’s Adam Parker, Schwab’s Kevin Gordon and Robinhood’s Stephanie Guild. Plus, we break down the latest in the ongoing drama between President Trump and Elon Musk – and what it could mean for Tesla’s stock. And, Abby Yoder from JP Morgan Private Bank breaks out her playbook for the second half.

Transcribed - Published: 1 July 2025

Two major narratives unfold — one on Wall Street, the other in Washington. We kick things off with market insight from Richard Bernstein of Richard Bernstein Advisors and Citi’s Scott Chronert. Stifel’s Brian Gardner breaks down the latest from D.C.. Evercore Chairman Emeritus and BlackRock Co-Founder Ralph Schlosstein weighs in on global M&A and the policy landscape. Plus, Morgan digs deep on the Army’s autonomous push. Rocket Lab CEO Peter Beck on space demand and the stock’s huge run.

Transcribed - Published: 30 June 2025

Have the bulls stolen back the benefit of the doubt for keeps or is the case for caution rising along with stock prices? We discuss with Strategas’ Chris Verrone, Requisite Capital’s Bryn Talkington and Capital Area’s Malcolm Ethridge. Plus, Former Dallas Fed President Richard Fisher reveals his forecast for the fed. And, Morgan Stanley’s Mike Wilson is mapping out where he sees stocks headed in the second half.

Transcribed - Published: 30 June 2025

Treasury Secretary Scott Bessent live from the White House lawn on pulling out of trade talks with Canada, the state of China rare minerals deal and if he would replace Powell as Federal Reserve Chair. Plus, S&P 500 and Nasdaq record closes—where do markets go from here?

Transcribed - Published: 27 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: 27 June 2025

Morgan sits down with Pete Cannito, CEO of Redwire, and Kirk Konert, Managing Partner at, AE Industrial -- one of the few aerospace private equity firms out there--to discuss Redwire’s game-changing acquisition of Edge Autonomy and how it transforms the company. The conversation explores how drones, AI, and autonomous systems are reshaping modern warfare, the growing investment in defense tech, and the role of space in global deterrence strategies. Cannito and Konert share insights on navigating this dynamic landscape and seizing a trillion-dollar market opportunity.

Transcribed - Published: 26 June 2025

Our Rick Santelli breaks down the latest on the Fed speculation and its impact. Stephanie Link of Hightower and Keith Lerner of Truist weigh in on the market outlook. Nike earnings hit after the bell, and Oppenheimer’s Brian Nagel offers instant analysis on the Dow component. Our Diana Olick breaks down the state of the U.S. housing market, while our Pippa Stevens reports from Brooklyn on a new NYC wind farm project. Defense stocks also in focus, with top picks from Stifel's Jonathan Siegmann.

Transcribed - Published: 26 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: 26 June 2025

Interactive Brokers’ Steve Sosnick and Invesco’s Brian Levitt break down the momentum and what could keep it going as the S&P 500 approaches record high. U.S. Special Envoy for Peace Missions Steve Witkoff discusses potential off-ramps to conflict in the Middle East and the state of the Iran-Israel ceasefire. PIMCO’s Pramol Dhawan weighs in on global markets and emerging risks. Vanguard Chief Global Economist Joe Davis lays out his midyear outlook for rates, growth, and asset allocation. Plus, Scott Cohn reports from Meta’s sprawling new data center campus in Louisiana, examining which states are winning the AI infrastructure race.

Transcribed - Published: 25 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: 25 June 2025

As Chair Powell testifies on Capitol Hill, BNY's Vince Reinhart offers insight into what it means for the Fed path and investor expectations. Victoria Greene of G Squared breaks down the market positioning. FedEx and AeroVironment earnings. Former Pentagon official Roger Zakheim weighs in on the state of ceasefire efforts in the Middle East while Crowdstrike CEO George Kurtz joins to talk the rising cyber threats coming from Iran. More on the wild moves in the energy market with Again Capital’s John Kilduff.

Transcribed - Published: 24 June 2025

Tech hit a new record high today with the Nasdaq 100 also approaching its own milestone. We discuss with Schwab’s Liz Ann Sonders. Plus, top technician Jeff deGraaf is highlighting three must-see charts he is watching right now. And, we drill down on some big moves in Carnival and Uber today.

Transcribed - Published: 24 June 2025

As tensions rise in the Middle East, former Defense Secretary Mark Esper and Council on Foreign Relations President Richard Haass assess the responses and global ramifications. Payne’s Courtney Garcia and Mike Santoli weigh the market's reaction, while Arjun Murti of Veriten breaks down curious reaction in the energy markets. Tim Seymour analyzes moves in the dollar, gold, and global positioning. Plus, our Phil LeBeau reports on Tesla’s strong stock move today after the weekend’s rollout of its Robotaxi in Austin, TX.

Transcribed - Published: 23 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: 23 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: 23 June 2025

San Francisco Fed President Mary Daly talks inflation, policy, and the path of the economy. Schwab’s Kevin Gordon weighs in on this week’s market action. Dan Ives of Wedbush breaks down Tesla’s Robotaxi momentum and IBM’s recent breakout. Meta CTO Andrew Bosworth talks the company’s AI push, competition with defense contractors, and joining the U.S. Army Reserve. Our Pippa Stevens reports on the high-stakes competition between states to land data centers—and what it’s costing taxpayers.

Transcribed - Published: 20 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: 20 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: 20 June 2025

Markets digest the Fed's latest signals after keeping rates unchanged with David Zervos of Jefferies and former Richmond Fed President Jeffrey Lacker. Our Eamon Javers reports on the latest from the Middle East, while Sassan Ghahramani of SGH Macro Advisors assesses how geopolitical risk is being priced. Mat Ishbia, UWM CEO, weighs in on the mortgage and rate outlook. Barbara Doran of BD8 Capital joins with her take on positioning for the back half of the year.

Transcribed - Published: 18 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: 18 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: 18 June 2025

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.

Transcribed - Published: 17 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: 17 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: 17 June 2025

Despite mounting global tensions—from the Middle East to G7 trade diplomacy—the market grinds higher. Tony Roth of Wilmington Trust and Tim Urbanowicz of Innovator ETFs break down the resilience. Tech reclaims the spotlight in June. Tony Wang, Portfolio Manager at T. Rowe Price, weighs in on top picks. Former U.S. Ambassador to China Nicholas Burns joins to frame U.S.–China dynamics, G7 strategy, and Middle East risk and Jefferies’ David Zervos previews a key Fed meeting this week.

Transcribed - Published: 16 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: 16 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: 16 June 2025

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

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