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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

Stephanie Aliaga, Global Market Strategist at JPMorgan Asset Management, joins to assess the market backdrop and explain how investors should position as rates move higher and the AI trade takes a breather.

Leslie Picker reports on new comments from Elon Musk during a SpaceX roadshow and the growing anticipation surrounding the company's future plans.

The jobs market takes center stage next. Apollo Chief Economist Torsten Slok reacts to the latest employment data and explains what it means for growth, inflation and the Federal Reserve. Howard Silverblatt examines why the S&P 500's rules could keep SpaceX out of the index despite investor enthusiasm. Seema Mody reports on efforts by brokerages to give retail investors more ways to gain exposure to SpaceX.

The episode also explores the sharp decline in crypto-related stocks and asks whether Bitcoin is finally finding a bottom or whether the crypto winter still has further to run.

 
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Major Rotation As Nasdaq Posts Largest Point Drop Ever 6/5/26

What does today’s weakness in tech say about the market’s potential next move? We discuss with Hightower’s Stephanie Link, Fundstrat’s Tom Lee and Wharton School Professor Jeremy Siegel. Plus, we break down what to watch from Apple’s upcoming Worldwide Developers Conference with Alex Kantrowitz from Big Technology and Wedbush’s Dan Ives. And, we tell you what’s behind crypto’s ugly week.

 
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Closing Bell: Navigating the Tech Sell-Off 6/5/26

Investors look beyond semiconductors and ask whether the rest of the market can carry the rally forward. Charles Kantor of Neuberger weighs whether leadership can broaden beyond AI and chips and identifies where investors may find the next opportunities.

 Lululemon headlines earnings. Janine Stichter of BTIG reacts to the results. Other stories include Blackstone restricting withdrawals from a flagship fund, pressure on Netflix, and whether Bitcoin may finally be finding a bottom.

 Our Pippa Stevens reports on the spread of flesh-eating parasites from Texas while Elanco Animal Health CEO Jeffrey Simmons discusses the risks to agriculture and livestock.

 Our Leslie Picker examines Wall Street's growing obsession with SpaceX and what it means for private markets. The show also explores Coinbase's move into perpetual futures tied to pre-IPO companies.

 John Kolovos, Head of Technical Strategy at Macro Risk Advisors, breaks down market internals and explains what the charts are saying about the rally's durability.

 
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Closing Bell Overtime: Chip Rally Takes a Breather But Markets Stage Midday Turnaround 6/4/26

Move over Nasdaq … it is the Dow that surged to a new record high today. We drill down on that massive move with Partners Group’s Anastasia Amoroso, Solus’ Dan Greenhaus and Sofi’s Liz Thomas. Plus, SpaceX kicked off its roadshow – targeting an eye-popping $1.8T valuation. The Dean of Valuation Aswath Damodaran weighs in on this blockbuster IPO. And, we break down what to watch from Lululemon and Docusign when those names report in Overtime.

 
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Closing Bell: Dow Rallies to Fresh Record 6/4/26

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

Stocks closed mostly lower on Wall Street after a poor earnings performance from Target dinged investor sentiment. Former Walmart US CEO Bill Simon and JP Morgan analyst Chris Horvers discuss those results, and the read-through for other big box stores. Erin Browne from PIMCO makes the bull case for bonds, amid more color from Fed officials on the rate hike path. Chips were a weak spot in the session following a warning from Micron. Needham’s Rajvindra Gill breaks down that news, and his outlook for Nvidia and Taiwan Semiconductor. Plus the latest on FTX, a big drop for one auto parts retailer, and why Zoom took a leg lower. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Closing Bell: Target tumbles, Bull case for bonds, Chips chopped 11/16/22

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