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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

Deepwater’s Gene Munster breaks down the latest moves in Meta and where he sees opportunity as investors reassess the AI trade. HSBC’s Alastair Pinder looks at rising global yields and what they mean for equities around the world. Meantime, Oracle’s move to invoke force majeure on a massive New Mexico data center project raises fresh questions about the risks surrounding the AI infrastructure buildout. Longview Global’s Dewardric McNeal weighs the takeaways from the Trump-Xi meeting and what comes next for U.S.-China relations. BlackBerry CEO John Giamatteo discusses earnings, AI and the company’s growing automotive software business. Plus, the latest on the consumer as investors digest restaurant trends and Costco earnings.

 
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Closing Bell Overtime: Global Bond Rout Continues 9/24/26

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. 

 
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Closing Bell 9/24/26

Yields shot up today with the 10-year reaching levels last seen in 2007. Stocks were lower, but by less than might be expected. Schwab’s Collin Martin breaks down what happens next before Wells Fargo’s Ohsung Kwon talks the equities impact. CRF’s Richard Haass previews the Trump-Xi summit. Our Diana Olick spoke with real estate mogul Richard LeFrak on what he sees in the commercial real estate market and the impact of higher rates. Mizuho’s Nick Setyan on the negative market reaction to McDonald’s investor day. NEPC’s Sarah Samuels on rates impact on private markets.

 
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Rates Go Wild 9/23/26

Closing Bell 9/23/26

Citi Wealth’s Olaolu Aganga breaks down the market setup and where investors should look as AI continues to drive leadership. Our Kate Rooney reports on Anthropic’s new “safer” AI model and the intensifying U.S.-China battle over artificial intelligence. Zelman’s Alan Ratner discusses housing and KB Home earnings as investors also assess the latest from Lennar and Berkshire. UBS Global Head of Capital Markets Origination Gareth McCartney weighs the outlook for tech and capital markets as the AI investment boom continues.

 
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Closing Bell Overtime: AI’s Next Phase Comes Into Focus 9/22/26

Closing Bell 9/22/26

Niles Investment Management’s Dan Niles breaks down the return of the AI trade and where he sees the next winners as competition shifts across models, infrastructure and distribution. Morgan Stanley’s Ariana Salvatore examines the policy issues surrounding the Trump-Xi meeting and the implications for AI and U.S.-China relations. J.P. Morgan Asset Management’s Stephanie Aliaga explains why true diversification away from AI is becoming harder to find as the theme spreads across markets. Plus, a look ahead to McDonald’s investor day and what it could reveal about the consumer.

 
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Closing Bell Overtime: AI’s Grip on Markets Gets Stronger 9/21/26

Closing Bell 9/21/26

Goldman Sachs’ John Flood breaks down the anxiety building beneath the market and whether investor positioning has become too cautious. Affirm CEO Max Levchin explains how the company is using AI to improve loan quality and what the technology means for the future of consumer lending. PIMCO’s Pramol Dhawan discusses emerging markets and where he sees opportunities across the globe. Meantime, 3Fourteen Research’s Warren Pies upgrades equities to overweight as the AI trade regains momentum and the Magnificent Seven hit new highs.

 
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Closing Bell Overtime: Markets Push Through the Anxiety 9/18/26

Closing Bell 9/18/26

Live from the Schwab Impact 2024 Conference in San Francisco Charles Schwab’s Liz Ann Sonders tells us what she thinks could be next for stocks. Plus, Malcolm Ethridge of Capital Area Planning Group and Odyssey Capital Adviors’ Jason Snipe tell us what they are expecting from Nvidia earnings out in Overtime. And, we break down what’s behind bitcoin’s big run.

 
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Closing Bell: Rally Roadblocks vs. Catalysts 11/20/24

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