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Closing Bell — Business
Closing Bell

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.

Copyright: © 2024 CNBC

Latest Episodes:

Closing Bell Overtime: Earnings Parade Rolls On 5/7/26 May 07, 2026

Show notes

Markets power through a heavy earnings slate. Charles Kantor of Neuberger highlights a sharp pickup in earnings growth and explain what it means for valuations and market leadership. Big names report across sectors. Coinbase, Airbnb, CoreWeave, DraftKings, Expedia, Gilead and Lyft all deliver results that shape sentiment across crypto, travel, tech and biotech.

DraftKings CEO Jason Robins reacts to earnings and discuss the outlook for sports betting and consumer demand.

John Kolovos of Macro Risk Advisors breaks down the technical picture and explains what the charts are signaling as markets digest the latest moves.

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Closing Bell: The AI Runway 5/7/26 May 07, 2026

Show notes

How should investors play the AI runway? We discuss with Requisite Capital’s Bryn Talkington, Bank of America’s Chris Hyzy and JPMorgan’s Stephanie Aliaga. Plus, Anthropic revealed some eye-popping new growth numbers. We discuss and debate with venture capitalist and Anthropic investor Lo Toney. And, star analyst Mike Mayo joins us fresh off Citigroup’s investor day.

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Closing Bell Overtime: Stocks Power Higher to Fresh Records 5/6/26 May 06, 2026

Show notes

Markets push higher on the back of AI momentum and a fresh wave of earnings. Melius Research’s Ben Reitzes examines whether the semiconductor trade can keep running as momentum builds across the space. Tom Hancock of GMO joins to break down how to play a market increasingly driven by AI concentration and where he still sees opportunity including semis, mega cap tech, healthcare and payments. Earnings results from Arm, DoorDash, Snap, Zillow and AppLovin shaping sentiment across tech, housing and consumer platforms. Yie-Hsin Hung, CEO of asset-management giant State Street Asset Management, discusses the growing push into private markets and what it means for investors. Jeremy Wacksman, CEO of Zillow, breaks down the state of housing and the company’s outlook as the stock faces pressure this year.

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Closing Bell: IPO Pipeline, State of the Economy 5/6/26 May 06, 2026

Show notes

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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Closing Bell Overtime: Tech and Rates Take the Lead 5/5/26 May 05, 2026

Show notes

S&P 500, Nasdaq notch fresh records as stocks push higher after the price of oil fell and Treasury yields eased lower. RBC’s Lori Calvasina breaks down the market backdrop and where leadership is emerging. Semis take center stage with AMD earnings. Chris Rolland of Susquehanna gives instant reaction. Plus, a check in on a continued melt up across semiconductor names and what’s driving the surge. Bob Michele, Head of Global Fixed Income at JPMorgan, joins to answer a key question: are rising rates the next threat to this rally.

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Closing Bell: Momentum in the Memory Trade 5/5/26 May 05, 2026

Show notes

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.

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: Strong Earnings Season Rolls On 5/4/26 May 04, 2026

Show notes

Markets push through a busy earnings slate as investors weigh strong results and rising expectations. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, explains why the bar for earnings beats remains high and what it means for stocks from here.
Instant analysis and reaction to Palantir earnings with Gil Luria of D.A. Davidson. Dennis Geiger of UBS looks ahead to McDonald’s earnings and explains why he sees an attractive risk reward setup. Our Angelica Peebles reports on the next phase of the weight loss drug story as pills from Eli Lilly and Novo Nordisk begin to reshape the GLP-1 market and expand demand.

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Closing Bell: The Pullback from Record Highs 5/4/26 May 04, 2026

Show notes

Goldman’s Tony Pasquariello breaks down his forecast for markets, earnings and much more. Plus, Vista Equity Group’s Robert Smith joins David Faber from the Milken Conference with his take on the recent rally in software. And Strategas’ Chris Verrone weighs in on the interest rate landscape.

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Closing Bell Overtime: Stocks Turn Page After Strong April 5/1/26 May 01, 2026

Show notes

Ayako Yoshioka of Wealth Enhancement Group talks positioning after a strong April and where investors should focus next. Oil stays front and center: Sam Margolin of Wells Fargo breaks down how energy stocks are reacting to Exxon and Chevron earnings. Katie Stockton of Fairlead Strategies analyzes the technical setup and whether recent momentum can continue. Mike Santoli is in Omaha, NE ahead of Berkshire’s annual meeting, previewing what to expect from CEO Greg Abel as he takes charge for the first time. Longtime Berkshire watcher Chris Bloomstran of Semper Augustus on what he is watching most closely tomorrow. Barbara Doran of BD8 Capital highlights the biggest winners and what’s working in this market.

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Closing Bell: The Record Run for Stocks 5/1/26 May 01, 2026

Show notes

How much momentum is left in this market? Fundstrat’s Tom Lee tells us what he’s thinking. Plus, Morgan Stanley’s Erik Woodring breaks down his first take on Apple’s earnings. And, Ed Yardeni tells us if he thinks investors should buy in May.

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