Episode (200)
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Alphabet Raises Capex Bar; What’s next for Software? 2/4/26
Feb 04, 2026A busy earnings session puts Big Tech and software squarely in the spotlight. Alphabet headlines the night. Qualcomm, ARM, and Snap also report, adding fresh signals on chips, mobile demand, and digit...
Closing Bell: Debating the AI Interruption 2/4/26
Feb 04, 2026Is the selling in tech overblown? Investors are looking for some clarity and pivoting their attention to Alphabet which reports in Overtime. We run through what to expect with shareholder Doug Clinton...
Closing Bell Overtime: Fresh Scrutiny for AI Trade; AMD Results & a Software Slaughter 2/3/26
Feb 03, 2026Markets digest a flood of major earnings while tech volatility takes center stage. Jim Cramer interviewed NVIDIA CEO Jensen Huang and talks the AI trade scrutiny. Huang weighs in on OpenAI’s massive f...
Closing Bell: Tech’s Takedown 2/3/26
Feb 03, 2026We track some big moves in software stocks – and have an all-star line-up of reporters to tell us which companies are down the most and why this is all happening. Plus, it’s a new era for Disney. We h...
Closing Bell Overtime: Palantir Earnings, Disney Stock Under Pressure & Bitcoin Reality Check 2/2/26
Feb 02, 2026Earnings season rolls on with key reactions and market-moving insights. Key reads on the AI trade with Palantir and NXPI both reporting. Kate Moore, Citigroup Wealth CIO, on why earnings growth and fo...
Closing Bell: What Could February Hold For Your Money? 2/2/26
Feb 02, 2026We discuss what the month ahead could look like for the market with Solus’ Dan Greenhaus, Requisite Capital’s Bryn Talkington and Northwestern Mutual’s Matt Stucky. Plus, the future of an AI deal betw...
Closing Bell Overtime 1/30/26
Jan 30, 2026From 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 ...
Closing Bell: A Big Unknown Now Revealed 1/30/26
Jan 30, 2026What does President Trump’s nomination of Kevin Warsh for Fed Chair mean for stocks? We discuss with Professor Jeremy Siegel and Tom Lee from Fundstrat. Plus, Former Fed Vice Chair Roger Ferguson and ...
Closing Bell Overtime: Apple Earnings & Tale of Two Megacaps; Plus, Commodities Roller Coaster Rolls On 1/29/26
Jan 29, 2026Markets digest Microsoft fallout and a packed earnings slate led by Apple, Visa and key memory names. Patrick Moorhead of Moor Insights explains the “circular AI unwind” and what it means for hardware...
Closing Bell: Countdown to Apple 1/29/26
Jan 29, 2026Apple’s stock has been a big disappointment lately – so what’s at stake for its report in Overtime? Alger’s Ankur Crawford, Wedbush’s Dan Ives and Big Technology’s Alex Kantrowitz tell us what they’re...