エピソード

  • Closing Bell Overtime: Goldman’s AI Software Playbook; Top Picks in Precious Metals and Small Caps 10/8/25
    2025/10/08

    Markets weigh the ripple effects of the ongoing government shutdown as Kevin Mahn (Hennion & Walsh Asset Management) gives his analysis. John Ciampaglia (Sprott Asset Management) responds to Ray Dalio’s bold call to put 15% of portfolios in gold. Goldman Sachs’ Kash Rangan joins from San Francisco to discuss the key debates around the AI trade in software stocks. Our Robert Frank digs into where the crypto rich are really spending, and Federated Hermes’ Stephen DiNichilo breaks down a rally in small caps. Plus, a look ahead to Delta’s earnings with Jefferies’ Sheila Kahyaoglu.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    続きを読む 一部表示
    43 分
  • Closing Bell: 10/8/25
    2025/10/08

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    続きを読む 一部表示
    43 分
  • Closing Bell Overtime: Michael Dell on AI Demand, Energy & TikTok; Jim Cramer on NVIDIA 10/7/25
    2025/10/07

    Wealth strategist Nicole Webb (Wealth Advancement Group) joins to assess investor sentiment as the government shutdown enters its seventh day. Jim Cramer stops by the NYSE to talk NVIDIA and his new book. Plus, a First on CNBC interview with Michael Dell after his company raised its annual targets. Dell talks AI demand, its energy consumption and more. BlackRock’s Jeff Rosenberg shares his Q4 outlook for fixed income.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    続きを読む 一部表示
    43 分
  • Closing Bell 10/7/25
    2025/10/07

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    続きを読む 一部表示
    43 分
  • OpenAI Continues Massive Spending; Breaking Down AppLovin 10/6/25
    2025/10/06

    OpenAI inks a big deal with AMD before announcing key partnerships and news at its developers event. Our Mackenzie Sigalos brings the important takeaways while Big Technology’s Alex Kantrowitz on the promise—and peril—of tech’s big spending on AI. Drew Pettit (Citi) and Keith Lerner (Truist Wealth) weigh in on broader market trends. Needham’s Bernie McTernan explains AppLovin’s meteoric rise.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    続きを読む 一部表示
    43 分
  • Closing Bell: Is AI Artificially Inflated? 10/6/25
    2025/10/06

    Should the AI trade stand for “artificially inflated?” We discuss with Wedbush’s Dan Ives. Plus, Stempoint Capital’s Michelle Ross tells us what biotech names she is betting on right now. And, Sherry Paul from Morgan Stanley tells us how she is advising her clients with stocks at record highs.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    続きを読む 一部表示
    43 分
  • Closing Bell 10/3/25
    2025/10/03

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    続きを読む 一部表示
    42 分
  • Closing Bell Overtime: Shutdown Extends, Commodities Plays & Restaurant Woes 10/03/25
    2025/10/03

    Former OMB Director Mick Mulvaney breaks down the shutdown showdown and its market impact—plus what the next key dates are for both sides. Warren Pies of 3Fourteen Research weighs in on the oil-versus-gold trade. TD Cowen’s Andrew Charles explains fresh moves in the restaurant space and why some brands are lagging with younger consumers. Our Contessa Brewer covers the bounce in sports betting stocks. Plus, Neil Dutta of Renaissance Macro looks ahead to the key economic catalysts on the horizon.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    続きを読む 一部表示
    43 分