Closing Bell Overtime: AI Hits a Speed Bump 9...

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Oracle’s latest stumble puts the AI spending debate back in focus. Jefferies’ Brent Thill breaks down what’s ailing the stock and why it went from positive to negative in today’s session. Truist’s Keith Lerner discusses whether markets can keep shaking off risks as rate expectati ...  Show more

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ...  Show more

Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia co ...

Carl Quintanilla, Jim Cramer and David Faber started the hour by breaking down the broader markets, with the S&P and Nasdaq both coming off their worst weeks since March. Investors also worked with new Fed commentary, as Governor Michelle Bowman said more rate hikes will likel ...

Scott Wapner and the Investment Committee discuss the turbulent week for stocks and how you should navigate the ups and downs of the current market. Plus, MBF Founder and CEO Mark Fisher joins us to talk energy, what does the future hold for the sector. And later, Jim Lebenthal ...  Show more