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CNBC

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.

Closing Bell

Markets digest a fresh round of earnings, falling crypto prices and growing anticipation around SpaceX. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, breaks down the market's latest theme and explains what investors should focus on as stocks continue to climb. The show also examines Bitcoin's ongoing decline and why some analysts expect additional downside before sentiment stabilizes. Broadcom headlines earnings. Stacy Rasgon of Bernstein reacts and explains what they mean for AI infrastructure, semiconductors and tech spending. Andrzej Skiba, Head of Fixed Income at RBC Global Asset Management, explains what shifting yields mean for investors and the economy.

 Plus, new developments surrounding a potential SpaceX filing and what it could mean for public markets.

 
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Bitcoin Slides and Investors Watch the Next Big IPO 6/3/26

Scott Wapner speaks exclusively to John Waldron – Goldman Sachs President and COO – about market exuberance, the AI arms race, upcoming IPO’s and more. Plus, top tech analyst Mark Mahaney gives his take on Alphabet’s upsized stock sale. And, we run through all the key metrics to look for from Broadcom and Crowdstrike’s reports in Overtime.

 
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Goldman’s John Waldron on the Market 6/3/26

Investors digest cybersecurity earnings, AI developments and shifting risk appetite. Mandy Xu of Cboe explains how options traders are positioning and where speculative activity is building. Palo Alto Networks headlines earnings. Saket Kalia of Barclays breaks down the results and what they signal for cybersecurity spending, enterprise demand and the broader software landscape. Ulta and GitLab add fresh reads on the consumer and technology spending. A major conversation on AI in healthcare: our Kate Rooney sits down with Microsoft AI CEO Mustafa Suleyman and Mayo Clinic CEO Dr. Gianrico Farrugia to discuss how artificial intelligence is transforming medicine, research and patient care. Sunhaina Sinha of Raymond James discusses the capital raising environment and whether funding conditions are improving for companies and investors.

 
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AI, Cybersecurity and Capital Flows Shape the Market 6/2/26

We discuss what could be next for stocks’ record run with Schwab’s Kevin Gordon and Northwestern Mutual’s Matt Stucky. Plus, star analyst Dan Ives gives his instant reaction to the biggest headlines out of Microsoft’s Developer Conference. And, Goldman Sachs’ Greg Calnon tells us where he is seeing further upside in the market right now.

 
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Closing Bell: Can Anything Derail this Record Rally? 6/2/26

Our Kristina Partsinevelos breaks down Nvidia’s push into the PC market and explains why investors see it as a potential new catalyst after earnings. Then our Kate Rooney reports on Anthropic’s confidential IPO filing and brings reaction to the latest comments from OpenAI CEO Sam Altman. Dan Niles weighs whether the AI landscape is entering a new phase and identifies the winners and losers emerging across tech.

 Mike turns to the dashboard to track Berkshire Hathaway’s investment performance and a new position in homebuilder Taylor Morrison. Steve Wieting, Chief Investment Strategist at Citi Wealth, assesses the broader market outlook and where investors should focus next.

 Healthcare takes center stage as Angelica Peebles reports from ASCO with exclusive comments from Eli Lilly’s head of oncology. Jared Holz of Mizuho breaks down the biggest takeaways for biotech and pharmaceutical stocks.

 
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Closing Bell Overtime: AI, Markets and the Next Big Winners 6/1/26

We kick off the month of June with our all-star panel – iCapital’s Sonali Basak, Invesco’s Brian Levitt and HSBC’s Max Kettner. Plus, Box CEO Aaron Levie weighs in on the big turnaround in software stocks. And, star analyst Oliver Chen tells us what he’s expecting from a big week for retail earnings.

 
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Closing Bell: New Month, New Records? 6/1/26

Markets continue their advance as investors debate whether leadership is finally broadening beyond AI and megacap tech. Keying in on a massive move in Dell: Matthew Niknam of Truist maintains a Hold rating and explains why he still sees limits to the upside. Warren Pies of 3Fourteen Research makes the case that the rally has room to broaden and argues the data does not support the idea that AI has become a bubble.

We deep dive on recent big winners: Robinhood surges as investors embrace new product launches, higher price targets and AI-driven initiatives. Ford posts a remarkable gain as Wall Street responds to domestic manufacturing themes and improving sentiment around the automaker.

Lower oil prices boosting the discretionary sector as Hyatt CEO Mark Hoplamazian discusses consumer behavior, travel demand and the outlook for the industry.

Our Morgan Brennan sits down with Agriculture Secretary Brooke Rollins at the Reagan National Forum to discuss policy priorities and the state of the economy.

Finally Bradley Tusk of Tusk Ventures tackles one of the market's biggest questions: if Anthropic is approaching a trillion-dollar valuation, SpaceX is worth trillions and stocks like Dell continue to surge, are investors witnessing another bubble or simply the next phase of technological transformation?

 
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Closing Bell Overtime: The Rally Keeps Climbing As Stocks Post Strong End to May 5/29/26

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. 

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

Closing Bell 5/29/26

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.

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

Closing Bell Overtime: 5/28/26

How long can stocks continue to fly high without a bigger broadening trade? We discuss with Schwab’s Chief Investment Strategist Liz Ann Sonders. Plus, Former Federal Reserve Chairman Richard Clarida tells us why he is revising his rate forecast for 2026. And, stocks hit new highs on hopes for a deal between the US and Iran. When an agreement is reached, what does it mean for areas of the market that have surged and those that haven’t? Renaissance Macro’s Jeff DeGraaf tells us what he thinks.

 
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Closing Bell: Should You Buy into this Record Rally? 5/28/26

Stocks selling off again as the major averages fall for a second straight week on rising recession fears. Fmr. Federal Reserve Vice Chair Richard Clarida says the Federal Reserve will ultimately bring down inflation with its rate hikes, but doesn't think that will result in a severe recession. Wolfe Research's Chris Senyek explains why he thinks stocks will fall 20% from here. MKM Partners Rohit Kulkarni and Loup Ventures Managing Partner Gene Munster discuss whether they see buying opportunities in beaten down tech stocks. And Canyon Partners Co-Founder Josh Friedman says the recent sell off is creating buying opportunities in the distressed debt market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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2-Week Losing Streak, Recession Risks & Distressed Opportunities 12/16/22

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