News from the economy, politics and the financial markets
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Attaching capex to revenue growth is still key for tech, says Goldman's Tony Pasquariello
Tony Pasquariello, Goldman Sachs, joins 'Closing Bell' to discuss the state of technology stocks, the recent announcements of buybacks and much more.
Morgan Stanley, Goldman, Wells all back Block job cuts
CNBC’s MacKenzie Sigalos reports Morgan Stanley upgraded Block after Jack Dorsey blamed 4,000 job cuts on AI, as Wall Street increasingly rewards profitable tech companies using automation to push margins higher.
Morgan Stanley, Goldman, Wells all back Block job cuts
CNBC’s MacKenzie Sigalos reports Morgan Stanley upgraded Block after Jack Dorsey blamed 4,000 job cuts on AI, as Wall Street increasingly rewards profitable tech companies using automation to push margins higher.
Bernstein's Aneesha Sherman talks the AI-proof retail trade
Bernstein's Aneesha Sherman joins 'Closing Bell Overtime' to talk TJMaxx's recent performance, AI-proof retailers, and more.
'Fast Money' traders talk the impact of Nvidia's slide on markets
The 'Fast Money' traders talk the impact of Nvidia's slide on markets.
Now is the time to look for opportunities in software, says JPMorgan's Dubravko Lakos
Dubravko Lakos, JPMorgan head of global markets strategy, joins 'Closing Bell' to discuss the Nasdaq's recent performance, the outlook for the software sector and much more.
AI's impact on software stock prices is overdone, says Yardeni Research's Ed Yardeni
Ed Yardeni, Yardeni Research president, joins 'Closing Bell' to discuss his thoughts on the tech trade, the market's standings and much more.
Watch CNBC's full interview with JPMorgan's Dubravko Lakos
Dubravko Lakos, JPMorgan head of global markets strategy, joins 'Closing Bell' to discuss the Nasdaq's recent performance, the outlook for the software sector and much more.
Software valuations may need to go lower, says Invesco's Brian Levitt
Invesco’s Brian Levitt joins 'Closing Bell' to discuss equity markets, what could be a problem for equities and much more.
Watch CNBC's full interview with the 'Closing Bell' Panel
Trivariate's Adam Parker and RBC's Lori Calvasina join 'Closing Bell' to discuss the latest news affecting markets.
Apple, Alphabet could win the trillion dollar personal AI market: Intelligent Alpha's Doug Clinton
Intelligent Alpha’s Doug Clinton joins 'Closing Bell' to discuss Clinton's thoughts on the stocks he favors over Nvidia, Apple's investment thesis and much more.
Software's sentiment overhang will take multiple quarters, says JPMorgan's Abby Yoder
Abby Yoder, JPMorgan Private Bank U.S. equity strategist, joins 'Closing Bell' to discuss the upcoming earnings results, the lack of insider buying and much more.
Watch CNBC's full interview with the 'Closing Bell' Panel
Bernstein’s Stacy Rasgon, Capital Area Planning’s Malcolm Ethridge and Requisite Capital’s Bryn Talkington join 'Closing Bell' to discuss the latest news affecting markets.
Rick Rieder: Market will have a pretty good year but not in a straight line
Rick Rieder, BlackRock CIO of global fixed income, joins 'Closing Bell' to discuss the upcoming State of the Union address, reasons to be bullish and much more.
Software stocks trading like they will all die, says SoFi's Liz Thomas
Liz Thomas, SoFi, joins 'Closing Bell' to discuss AI's impact on software stocks, how to think about Nvidia's market importance and much more.
Nvidia no longer being a bellwether for AI is ridiculous, says Big Technology's Alex Kantrowitz
Big Technology’s Alex Kantrowitz joins 'Closing Bell' to discuss Kantrowitz's thoughts on Nvidia, the AI anxiety in equity markets and much more.
Investors want to hear about Nvidia's demand profile in earnings, says Alger's Ankur Crawford
Ankur Crawford, Alger EVP, joins 'Closing Bell' to discuss Nvidia's quarterly earnings results, why markets are hesitant over AI and much more.
Private credit market has changed as risk on software loans has risen: Avenue Capital CEO Marc Lasry
Marc Lasry, Avenue Capital CEO, joins 'Closing Bell' to discuss the market anxiety around private credit, how loans are being marked and much more.
Watch CNBC's full interview with BlackRock's Rick Rieder
Rick Rieder, BlackRock CIO of global fixed income, joins 'Closing Bell' to discuss the upcoming State of the Union address, reasons to be bullish and much more.
Investors need to step back and take down risk, says 3Fourteen's Warren Pies
Warren Pies, 3Fourteen Research, joins 'Closing Bell' to discuss Pies' thoughts on equity leadership, if the S&P will break out of its range and much more.
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