OpenAI inks a big deal with AMD before announcing key partnerships and news at its developers event. Our Mackenzie Sigalos brings the important takeaways while Big Technology’s Alex Kantrowitz on the promise—and peril—of tech’s big spending on AI. Drew Pettit (Citi) and Keith Lerner (Truist Wealth) weigh in on broader market trends. Needham’s Bernie McTernan ... Show More
Yesterday
Closing Bell Overtime: 7/8/26
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 bigges ... Show More
43m 41s
Jul 7
Closing Bell: AI Power Stocks Down Sharply, Apple Near All Time High 7/7/26
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 bigges ... Show More
42m 45s
Nov 2023
OpenAI Drama Casts a Shadow on Tech Industry
Andrew McAfee, Principal Research Scientist at MIT and author of The Geek Way, explains how the OpenAI saga could impact future development of artificial intelligence. Mary Lou Gardner, Associate Partner for CPG, Retail and Logistics at Infosys Consulting, discusses retail earnin ... Show More
36m 30s
Oct 2025
South Korean Chipmakers to Supply OpenAI’s Stargate
Bloomberg’s Caroline Hyde and Ed Ludlow unpack the news that Samsung and SK Hynix have reached early-stage agreements to supply chips and other gear to OpenAI’s Stargate data center project. Plus, Wellington Management Head of Late-Stage Growth, Matt Witheiler, talks about the op ... Show More
42m 41s
Sep 2025
Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing
Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).Show Notes:Nvidia plans to invest up to $100 ... Show More
14m 57s
Oct 2025
Big Tech Breaks the Bank for AI
Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar. Travis Hoium, Lou Whiteman, and Asit Sharma di ... Show More
42m 1s