Closing Bell

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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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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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.

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, 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.

Wealth Enhancement’s Jim Cahn breaks down the market setup after the Fed rate hike and where he sees opportunities from here. Barclays’ Jason Goldberg distills the biggest takeaways for financials from this week’s industry conference. BlackRock’s Russ Brownback explains what the latest bond moves mean for investors and whether this summer’s elevated yields signal a longer-lasting regime. Macro Risk Advisors’ John Kolovos reads the technical tea leaves across key markets. Plus, the latest incidents involving OpenAI and a look ahead at the next catalysts for markets.

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