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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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.