Closing Bell Overtime: Goldman’s AI Software Playbook; Top Picks in Precious Metals and Small Caps 10/8/25
Markets weigh the ripple effects of the ongoing government shutdown as Kevin Mahn (Hennion & Walsh Asset Management) gives his analysis. John Ciampaglia (Sprott Asset Management) responds to Ray Dalio’s bold call to put 15% of portfolios in gold. Goldman Sachs’ Kash Rangan joins from San Francisco to discuss the key debates around the AI trade in software stocks. Our Robert Frank digs into where the crypto rich are really spending, and Federated Hermes’ Stephen DiNichilo breaks down a rally in small caps. Plus, a look ahead to Delta’s earnings with Jefferies’ Sheila Kahyaoglu. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Closing Bell: 10/8/25
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.
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Closing Bell Overtime: Michael Dell on AI Demand, Energy & TikTok; Jim Cramer on NVIDIA 10/7/25
Wealth strategist Nicole Webb (Wealth Advancement Group) joins to assess investor sentiment as the government shutdown enters its seventh day. Jim Cramer stops by the NYSE to talk NVIDIA and his new book. Plus, a First on CNBC interview with Michael Dell after his company raised its annual targets. Dell talks AI demand, its energy consumption and more. BlackRock’s Jeff Rosenberg shares his Q4 outlook for fixed income. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Closing Bell 10/7/25
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.
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42:52
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OpenAI Continues Massive Spending; Breaking Down AppLovin 10/6/25
OpenAI inks a big deal with AMD before announcing key partnerships and news at its developers event. Our Mackenzie Sigalos brings the important takeaways while Big Technology’s Alex Kantrowitz on the promise—and peril—of tech’s big spending on AI. Drew Pettit (Citi) and Keith Lerner (Truist Wealth) weigh in on broader market trends. Needham’s Bernie McTernan explains AppLovin’s meteoric rise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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, Morgan Brennan and Jon Fortt guide listeners through each trading session and bring to you some of the biggest names in business.