Show Notes
Oracle and CoreWeave tumble as investors question the economics of the AI infrastructure boom. KeyBanc’s Jackson Ader breaks down the selloff and what it signals for the broader technology trade. DoubleLine CIO Jeffrey Sherman examines the volatile session in the bond market. Warburg Pincus CEO Jeffrey Perlman discusses the IPO market and the growing anticipation around Anthropic’s public debut as new revenue figures come into focus. Mizuho’s Jared Holz explains why money is rotating into healthcare and where he sees opportunity. Meantime, TCW Senior Portfolio Manager Eli Horton identifies his top picks for the AI buildout as investors reassess the winners and losers. Plus, Robert Frank examines the decline in stock ownership and what it reveals about investor behavior.
More from Closing Bell
Tech stocks tumble as Meta gives back a 6% rally and investors question the durability of the AI trade. Deepwater’s Gene Munster breaks down the selloff and what it means for the next phase of AI spending. Wedbush’s Matt Bryson reacts to Western Digital earnings and what the results signal for memory demand and the broader AI infrastructure buildout. DataTrek co-founder Nick Colas examines the surge in volatility and whether investors should brace for more turbulence. Meantime, Moderna shares sink while weakness spreads to Chinese tech stocks. BlackRock’s Jeff Rosenberg breaks down the latest bond market moves ahead of the Fed and what rising yields could mean for equities.
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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Meta, Tesla and IBM headline one of the biggest earnings days of the season. Jefferies’ Brent Thill breaks down Meta’s results and what they signal for AI spending, advertising and the broader tech trade. Evercore’s Julian Emanuel assesses the market reaction and whether earnings can keep stocks moving higher. T. Rowe Price portfolio manager Tony Wang digs into the latest tech results and what they reveal about demand across the AI ecosystem. Meantime, David Zervos, advisor to the Treasury Department, weighs the bond market and what the Fed’s next move could mean for investors.
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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.