Markets digest a flood of major earnings while tech volatility takes center stage. Jim Cramer interviewed NVIDIA CEO Jensen Huang and talks the AI trade scrutiny. Huang weighs in on OpenAI’s massive fundraising round. Ke reports from AMD, Amgen, Chipotle, Mondelez and Super Micro. Christopher Rolland, Senior Analyst at Susquehanna, analyzes what the AMD results mean for the broader semiconductor trade.
Jackson Ader, Senior Research Analyst at KeyBanc, joins to discuss the ongoing software selloff, while Venu Krishna, Head of U.S. Equity Strategy at Barclays, offers insight on market positioning and earnings momentum. A look ahead to Alphabet’s earnings with Gil Luria, Managing Director and Senior Software Analyst at D.A. Davidson.

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We track some big moves in software stocks – and have an all-star line-up of reporters to tell us which companies are down the most and why this is all happening. Plus, it’s a new era for Disney. We hear from Jim Stewart – who wrote the book on that company – about what could be next for the media giant with a new CEO in charge. And, we break down what to watch from Amgen, Chipotle and AMD earnings.

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Earnings season rolls on with key reactions and market-moving insights. Key reads on the AI trade with Palantir and NXPI both reporting. Kate Moore, Citigroup Wealth CIO, on why earnings growth and forward revisions are critical for stocks to push higher. Louie DePalma, Senior Research Analyst at William Blair, reacts to Palantir earnings after upgrading the stock this morning. Disney’s stock slide and leadership questions with Jim Stewart, Business Reporter at The New York Times; a reset in global currencies with Kathy Lien, Managing Director of FX Strategy at BK Asset Management; and a look at Bitcoin’s slide with Mark Palmer, Senior Analyst at StoneX.

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We discuss what the month ahead could look like for the market with Solus’ Dan Greenhaus, Requisite Capital’s Bryn Talkington and Northwestern Mutual’s Matt Stucky. Plus, the future of an AI deal between Nvidia and OpenAI is now in question. Alex Kantrowitz from Big Technology – alongside Kristina Partsinevelos and Kate Rooney – tell us what’s at stake. And, Stempoint’s Michelle Ross tells us where she is finding opportunity in the biotech space.

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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.

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What does President Trump’s nomination of Kevin Warsh for Fed Chair mean for stocks? We discuss with Professor Jeremy Siegel and Tom Lee from Fundstrat. Plus, Former Fed Vice Chair Roger Ferguson and CNBC’s Steve Liesman tell us what the road ahead for the Fed looks like now. Plus, star Apple analyst Erik Woodring gives us his first reaction to that company’s results.

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Markets digest Microsoft fallout and a packed earnings slate led by Apple, Visa and key memory names. Patrick Moorhead of Moor Insights explains the “circular AI unwind” and what it means for hardware, software and valuations, while Liz Ann Sonders of Charles Schwab sets the broader market context and investor positioning. The meme-ification of the metals trade with Francisco Blanch of Bank of America. Live from Cupertino, Steve Kovach brings Apple earnings. Instant reaction from Gil Luria of D.A. Davidson and Patrick Moorhead of Moor Insights.

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Apple’s stock has been a big disappointment lately – so what’s at stake for its report in Overtime? Alger’s Ankur Crawford, Wedbush’s Dan Ives and Big Technology’s Alex Kantrowitz tell us what they’re expecting. Plus, big moves in coffee, cruises and credit cards today shed some new light on the state of the consumer. We explain. And, the Jetblue CEO tells us how the latest winter storms are impacting the company’s bottom line.

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