Aller au contenu
Closing Bell
PodcastActualitésAnglais

Closing Bell

NouveauMarkets End a Wild Week With Nvidia in Focus 11/13/2613 novembre 2026 · 43 min
Épisodes
2 329
Parution
quotidienne
Dernier épisode
13 Nov 2026

À propos du podcast

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.

Épisodes 2 329

  1. Markets End a Wild Week With Nvidia in Focus 11/13/26

    43 minÉpisode 20261113

    Truist’s Keith Lerner breaks down a volatile week for markets as investors weigh the fallout from the ongoing Nvidia controversy. Eamon Javers reports on the latest developments surrounding Jensen Huang’s …

    Notes de l’épisode

    Truist’s Keith Lerner breaks down a volatile week for markets as investors weigh the fallout from the ongoing Nvidia controversy. Eamon Javers reports on the latest developments surrounding Jensen Huang’s future and the China angle. BTIG’s Jonathan Krinsky assesses the technical damage from the week’s selloff and whether stocks can regain their footing. Meantime, Kate Rooney examines how the Nvidia saga could affect Anthropic and the broader AI industry. LightShed Partners’ Brandon Ross breaks down the enormous expectations for Grand Theft Auto VI and why its release could shake up the media and entertainment landscape. Plus, the fallout from Microsoft’s outage and a look ahead to Nike’s big event next week.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  2. Closing Bell: NVIDIA Fallout, Anthropic IPO Test and Apple’s Record Run

    42 minÉpisode 20261113

    November 13, 2026; start time unavailable: Closing Bell breaks down NVIDIA’s leadership fallout, the coming Anthropic IPO test for AI sentiment, Apple’s record run, and pressure in crypto and housing. The key …

    Notes de l’épisode

    November 13, 2026; start time unavailable: Closing Bell breaks down NVIDIA’s leadership fallout, the coming Anthropic IPO test for AI sentiment, Apple’s record run, and pressure in crypto and housing. The key takeaway: investors remain focused on whether AI fundamentals and market confidence can withstand political, inflation and leadership shocks.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  3. NVIDIA CEO Fallout, China Chip Scrutiny and the AI Trade 11/12/26

    43 min

    November 12, 2026; start time unavailable: Closing Bell: Overtime breaks down NVIDIA’s steep selloff after Jensen Huang’s resignation, the Washington and China fallout, and what tighter chip-export scrutiny …

    Notes de l’épisode

    November 12, 2026; start time unavailable: Closing Bell: Overtime breaks down NVIDIA’s steep selloff after Jensen Huang’s resignation, the Washington and China fallout, and what tighter chip-export scrutiny could mean for the AI trade. The episode also covers Cisco, Applied Materials and Cerebras earnings, a Microsoft outage, market positioning into 2027, and Oklo’s nuclear-power role in the AI data center build-out.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  4. NVIDIA CEO Exit, AI Trade Fallout and Tesla-SpaceX Deal Talk

    42 minÉpisode 20261112

    November 12, 2026; start time unavailable: Closing Bell breaks down NVIDIA’s leadership shock, the market reaction across the AI trade, and questions over governance, China exposure, and the next phase of AI …

    Notes de l’épisode

    November 12, 2026; start time unavailable: Closing Bell breaks down NVIDIA’s leadership shock, the market reaction across the AI trade, and questions over governance, China exposure, and the next phase of AI investing. John Ford and CNBC contributors also cover Tesla-SpaceX merger talks, OpenAI’s fundraising, Anthropic’s IPO setup, and key market movers into the close.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  5. AI Stocks Search for Solid Ground 11/11/26

    43 min

    CoreWeave’s latest results raise hopes that the AI infrastructure trade can regain its footing. Nomura’s Andy Goldberg breaks down the broader market outlook and whether the rebound has staying power. Meantime …

    Notes de l’épisode

    CoreWeave’s latest results raise hopes that the AI infrastructure trade can regain its footing. Nomura’s Andy Goldberg breaks down the broader market outlook and whether the rebound has staying power. Meantime, Fortalice Solutions CEO and former White House CIO Theresa Payton examines the latest developments in the Jensen Huang spying saga and the implications for Nvidia and corporate security. Blockstream CEO Adam Back weighs why Bitcoin and other cryptocurrencies are struggling to find buyers. Plus, Pippa Stevens examines the looming debt wall facing software companies as AI disruption fears continue to pressure the sector.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  6. Closing Bell 11/11/26

    43 min

    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 …

    Notes de l’épisode

    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.  


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  7. AI Faces Another Big Test 11/10/26

    44 min

    Nvidia fallout continues. CoreWeave earnings put the AI infrastructure trade back in focus. Jefferies’ Brent Thill breaks down the results and what they reveal about demand for computing power and the economics …

    Notes de l’épisode

    Nvidia fallout continues. CoreWeave earnings put the AI infrastructure trade back in focus. Jefferies’ Brent Thill breaks down the results and what they reveal about demand for computing power and the economics of the AI buildout. J.P. Morgan Private Bank’s Stephen Parker weighs the broader market implications and whether AI spending can continue to support stocks. Meantime, Anthropic kicks off its highly anticipated IPO roadshow. Burnham Park Capital Markets’ Rohit Kulkarni examines the company’s valuation, growth prospects and what investors still need to know before its public debut. Silverado Policy Accelerator Chairman Dmitri Alperovitch discusses the widening Nvidia scandal and the questions surrounding Jensen Huang, corporate governance and national security. Plus, the latest moves in oil as crude prices continue to slide.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  8. Closing Bell 11/10/26

    46 min

    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 …

    Notes de l’épisode

    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.  


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  9. Closing Bell Overtime: Nvidia Faces a New Crisis 11/9/26

    43 min

    Nvidia CEO Jensen Huang faces an investigation that raises fresh questions about the company’s leadership and national security. Melius’ Ben Reitzes breaks down what the controversy could mean for Nvidia …

    Notes de l’épisode

    Nvidia CEO Jensen Huang faces an investigation that raises fresh questions about the company’s leadership and national security. Melius’ Ben Reitzes breaks down what the controversy could mean for Nvidia shares, its succession plans and the broader AI trade. Neuberger Berman President Joseph Amato assesses the market outlook and where investors should position amid the latest uncertainty. Meantime, former CIA officer David Fitzgerald examines the espionage and national security implications surrounding the Huang investigation. MoffettNathanson’s Nick Del Deo previews CoreWeave earnings and what the results could reveal about AI infrastructure spending.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  10. Closing Bell 11/9/26

    42 min

    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 …

    Notes de l’épisode

    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.  


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  11. Closing Bell Overtime: Markets End a Wild Week With AI Under Pressure 11/6/26

    43 min

    Citi Wealth’s Steven Wieting breaks down a turbulent week for markets and why the semiconductor selloff may be creating opportunities despite growing concerns about AI spending. Moody’s Analytics Chief …

    Notes de l’épisode

    Citi Wealth’s Steven Wieting breaks down a turbulent week for markets and why the semiconductor selloff may be creating opportunities despite growing concerns about AI spending. Moody’s Analytics Chief Economist Mark Zandi examines the jobs report, the potential economic impact of an AI slowdown and what it all means for growth. Meantime, Pippa Stevens investigates the “phantom load” problem as inflated data center power forecasts fuel political backlash and raise new questions about the AI buildout. Bernstein’s Courtney Breen reacts to Moderna earnings and whether healthcare can offer shelter from the tech selloff. Unlimited’s Bob Elliott assesses market volatility and where investors can hide as stocks, bonds and credit come under pressure.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  12. Closing Bell 11/6/26

    42 min

    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 …

    Notes de l’épisode

    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.  


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  13. Closing Bell Overtime: Tech Stocks Plunge Markets Search for A Bottom 11/5/26

    46 min

    Massive selling across Wall Street as the Mag 7 sheds more than $1T in market cap. Niles Investment Management’s Dan Niles breaks down the big tech selloff and where he sees opportunities amid the turmoil. RBC …

    Notes de l’épisode

    Massive selling across Wall Street as the Mag 7 sheds more than $1T in market cap. Niles Investment Management’s Dan Niles breaks down the big tech selloff and where he sees opportunities amid the turmoil. RBC Capital Markets’ Lori Calvasina examines the market’s rotation away from megacap growth. Nasdaq President Tal Cohen discusses the exchange’s push toward 23-hour trading and what an increasingly always-on market means for investors. Meantime, the show examines mounting pressure across Elon Musk’s business empire. Truist’s Keith Lerner assesses the broader market selloff and whether the latest weakness creates a buying opportunity or signals more trouble ahead.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  14. Closing Bell 11/5/26

    43 min

    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 …

    Notes de l’épisode

    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.  


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  15. Closing Bell Overtime: Stocks Surge After Democrats Retake Both Chambers of Congress 11/4/26

    44 min

    Citi’s Scott Chronert breaks down the huge market reaction to the midterm elections and what the results mean for stocks and portfolio positioning. Stifel’s Brian Gardner examines the shifting balance of power …

    Notes de l’épisode

    Citi’s Scott Chronert breaks down the huge market reaction to the midterm elections and what the results mean for stocks and portfolio positioning. Stifel’s Brian Gardner examines the shifting balance of power in Washington and which sectors could benefit or face new policy headwinds. Evercore’s Amit Daryanani discusses what the election means for the AI infrastructure buildout and whether political changes could affect data center investment. Meantime, Seaport’s Jay Goldberg reacts to Qualcomm earnings and what the results signal for chip demand, AI and the broader semiconductor trade. Plus, other earnings from Arm, Expedia, Snap and more offer fresh clues about technology spending, travel demand and digital advertising.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  16. Closing Bell 11/4/26

    41 min

    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 …

    Notes de l’épisode

    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.  


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  17. Closing Bell Overtime: Markets Brace for Election Results 11/3/26

    44 min

    JPMorgan Wealth Management’s Phil Camporeale breaks down the market outlook as investors prepare for the midterm election results. Our Eamon Javers examines what’s at stake in Washington and how the outcome …

    Notes de l’épisode

    JPMorgan Wealth Management’s Phil Camporeale breaks down the market outlook as investors prepare for the midterm election results. Our Eamon Javers examines what’s at stake in Washington and how the outcome could reshape policy. Bernstein’s Stacy Rasgon reacts to AMD earnings and what the results signal for AI demand. Compass Datacenters CEO Chris Crosby discusses growing opposition to data center construction and whether political and community pushback could slow the AI infrastructure boom. BTIG’s Peter Saleh previews McDonald’s earnings and what the results could reveal about consumer spending and the restaurant industry. Plus, earnings from Amgen, Booking and other major companies offer fresh clues about the economy.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  18. Closing Bell 11/3/26

    43 min

    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 …

    Notes de l’épisode

    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.  


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  19. Closing Bell Overtime: Big Tech Faces Its Next Test 11/2/26

    41 min

    Alger’s Brad Neuman breaks down what investors should do with big tech after a volatile stretch for the sector. Rosenblatt’s John McPeake reacts to Palantir earnings and what the results signal for AI demand …

    Notes de l’épisode

    Alger’s Brad Neuman breaks down what investors should do with big tech after a volatile stretch for the sector. Rosenblatt’s John McPeake reacts to Palantir earnings and what the results signal for AI demand and the company’s growth outlook. Meantime, Eamon Javers reports on the latest Binance hack and North Korea’s alleged involvement. Apple takes center stage as Sand Hill Global’s Brenda Vingiello weighs the results from a shareholder’s perspective while Evercore’s Amit Daryanani breaks down the quarter and what it means for the iPhone maker’s next move. Plus, our Megan Cassella looks ahead to the midterms and what a divided Washington could mean for policy and markets.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  20. Closing Bell: 11/2/26

    42 min

    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 …

    Notes de l’épisode

    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.  


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  21. CNBC Investigations: Gamble on Democracy

    20 minBonus

    Kalshi and Polymarket are the major online prediction markets where people bet on future events, everything from election results to who will win the 2027 NBA Championship. But do those bets influence election …

    Notes de l’épisode
    Kalshi and Polymarket are the major online prediction markets where people bet on future events, everything from election results to who will win the 2027 NBA Championship. But do those bets influence election results? And how are the companies protecting gamblers from manipulating the market? CNBC’s investigation team explores. Disclosure: CNBC has a commercial partnership with Kalshi and uses the company’s market data across its broadcast and digital platforms. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
  22. Closing Bell Overtime: 10/30/26

    42 min

    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 …

    Notes de l’épisode

    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. 


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  23. Closing Bell: 10/30/26

    49 min

    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 …

    Notes de l’épisode

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  24. Closing Bell Overtime: Big Tech Faces Another Earnings Test 10/29/26

    43 min

    Alphabet had its worst day ever in the regular session—and the pain extended to Amazon in the after-hours. Maxim’s Tom Forte reacts to Amazon’s results and what they signal for cloud growth, AI spending and …

    Notes de l’épisode

    Alphabet had its worst day ever in the regular session—and the pain extended to Amazon in the after-hours. Maxim’s Tom Forte reacts to Amazon’s results and what they signal for cloud growth, AI spending and consumer demand. Benchmark’s Cody Acree breaks down Intel’s weak guidance that sent the stock plunging. Susquehanna’s Mehdi Hosseini digs into SanDisk’s results and what they reveal about memory demand and the broader semiconductor cycle. Meantime, Starbucks, Coinbase, Gilead and Mondelez add fresh clues about consumer spending, crypto activity and healthcare.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  25. Closing Bell: 10/29/26

    42 min

    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 …

    Notes de l’épisode

    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.  


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  26. Big Tech Earnings Put the Rally to the Test; Warsh’s Latest Fed Decision 10/28/26

    49 min

    One of the biggest earnings days of the season puts Google, Microsoft and a host of other major companies in the spotlight. Bespoke’s Paul Hickey breaks down the market setup and what investors should watch as …

    Notes de l’épisode

    One of the biggest earnings days of the season puts Google, Microsoft and a host of other major companies in the spotlight. Bespoke’s Paul Hickey breaks down the market setup and what investors should watch as results roll in. Our Brian Sullivan sits down with Treasury Secretary Scott Bessent for his first comments after the latest Fed decision. Evercore ISI’s Mark Mahaney reacts to Alphabet’s results and what they reveal about AI spending, cloud growth and advertising demand. Jefferies’ Brent Thill digs into Microsoft’s quarter and what it signals for the broader software and AI trade. Meantime, earnings from Ford, FedEx, Chipotle and other major companies offer fresh clues about the economy and consumer spending. Hickey returns to assess the market reaction and whether the latest results can keep the rally going.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  27. Closing Bell 10/28/26

    49 min

    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 …

    Notes de l’épisode

    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.  


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  28. Markets Brace for the Fed as Earnings Roll In 10/27/26

    44 min

    Guggenheim’s Eric Mandl breaks down the financing behind the AI boom and why capital remains available despite growing concerns about the cost of the buildout. Wells Fargo’s Darrell Cronk and Goldman Sachs …

    Notes de l’épisode

    Guggenheim’s Eric Mandl breaks down the financing behind the AI boom and why capital remains available despite growing concerns about the cost of the buildout. Wells Fargo’s Darrell Cronk and Goldman Sachs Asset Management’s Tim Urbanowicz assess the broader market and where investors should position ahead of the Fed. Wedbush’s Matt Bryson reacts to Seagate earnings and what the results signal for memory demand and AI infrastructure spending. Bank of America’s Aditya Bhave explains why he still expects a Fed rate cut tomorrow. Meantime, Morgan Stanley’s Ariana Salvatore looks ahead to the midterms and the policy implications for markets as economic concerns reshape the political landscape. Plus, a look at the home remodeling slowdown and what strong World Series ratings mean for the media business.

     


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  29. Closing Bell 10/27/26

    43 min

    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 …

    Notes de l’épisode

    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.  


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  30. Closing Bell Overtime: Markets Face a Big Week as AI Takes Center Stage 10/26/26

    44 min

    Anthropic’s IPO filing puts the AI investment boom back in focus. Burnham Park’s Rohit Kulkarni breaks down what the S-1 reveals about the company’s financials and the biggest questions still facing investors …

    Notes de l’épisode

    Anthropic’s IPO filing puts the AI investment boom back in focus. Burnham Park’s Rohit Kulkarni breaks down what the S-1 reveals about the company’s financials and the biggest questions still facing investors. Niles Investment Management’s Dan Niles assesses the broader tech trade and where he sees opportunities as AI competition intensifies. Morgan Stanley Chief U.S. Economist Michael Gapen previews a packed week of economic data and what it could mean for the Fed and markets. Meantime, Citi’s Head of Healthcare Research Geoff Meacham looks ahead to major pharmaceutical earnings and the key catalysts for the sector.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Voici les 40 derniers épisodes sur 2 329. Les épisodes plus anciens se trouvent dans le flux du podcast.

C’est votre podcast ?

Confirmez-le avec une entrée dans votre flux : vous recevez ici un code, vous l’ajoutez comme podcast:txt dans le canal de votre flux, et nous le vérifions. Votre podcast apparaît ensuite comme « vérifié » sur SoundNode.

Paramètres

Affichage

Langue

Détermine les stations affichées en premier sur la page d’accueil.

Historique

Les stations et épisodes écoutés récemment et tes dernières recherches sont seulement enregistrés dans ce navigateur.

Notifications

Un court message quand un podcast que tu suis publie un nouvel épisode. Désactive un podcast précis avec la cloche sur sa page.

Compte

Enregistrez vos favoris – dans l’app et sur le site.

Raccourcis clavier

/
Ouvrir la recherche
Espace
Lecture ou pause
← →
Dans le lecteur : 15 s en arrière, 30 s en avant (épisodes) · dans une rangée : tuile suivante
↑ ↓
Dans une rangée : cible dans la tuile
Début / Fin
Dans une rangée : première ou dernière tuile
Esc
Fermer la fenêtre ou le menu
?
Cet aperçu
En cours de lecture

Voir la station

À suivre

    Ajoutez des épisodes avec « À suivre » – ils seront lus après l'épisode en cours.