Closing Bell Overtime: Markets Close Out Wild August 8/31/26

It was a mixed August for the market. JPMorgan fixed-income guru Bob Michele breaks down some of what’s driving the moves across assets, including how the bond market could be playing a role in the wavering of some AI stocks. Meantime, Brookings’ Michael O’Hanlon sorts through the weekend geopolitical headlines and what it means for investors. Our Kate Rooney reports on OpenAI’s rapidly growing ads business before Evercore’s Mark Mahaney discusses divide between Meta and Alphabet. Our Mackenzie Sigalos reports on Tim Cook’s final memo and the challenges ahead for incoming Apple CEO John Ternus. Fairlead’s Katie Stockton reads the technical tea leaves on some key macro charts. UBS analyst Michael Yee on the wild August for biotech. Piper Sandler’s James Fish looks ahead to Dell’s results.

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