Closing Bell

Move over Nasdaq … it is the Dow that surged to a new record high today. We drill down on that massive move with Partners Group’s Anastasia Amoroso, Solus’ Dan Greenhaus and Sofi’s Liz Thomas. Plus, SpaceX kicked off its roadshow – targeting an eye-popping $1.8T valuation. The Dean of Valuation Aswath Damodaran weighs in on this blockbuster IPO. And, we break down what to watch from Lululemon and Docusign when those names report in Overtime.

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Markets digest a fresh round of earnings, falling crypto prices and growing anticipation around SpaceX. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, breaks down the market's latest theme and explains what investors should focus on as stocks continue to climb. The show also examines Bitcoin's ongoing decline and why some analysts expect additional downside before sentiment stabilizes. Broadcom headlines earnings. Stacy Rasgon of Bernstein reacts and explains what they mean for AI infrastructure, semiconductors and tech spending. Andrzej Skiba, Head of Fixed Income at RBC Global Asset Management, explains what shifting yields mean for investors and the economy.

Plus, new developments surrounding a potential SpaceX filing and what it could mean for public markets.

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Scott Wapner speaks exclusively to John Waldron – Goldman Sachs President and COO – about market exuberance, the AI arms race, upcoming IPO’s and more. Plus, top tech analyst Mark Mahaney gives his take on Alphabet’s upsized stock sale. And, we run through all the key metrics to look for from Broadcom and Crowdstrike’s reports in Overtime.

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Investors digest cybersecurity earnings, AI developments and shifting risk appetite. Mandy Xu of Cboe explains how options traders are positioning and where speculative activity is building. Palo Alto Networks headlines earnings. Saket Kalia of Barclays breaks down the results and what they signal for cybersecurity spending, enterprise demand and the broader software landscape. Ulta and GitLab add fresh reads on the consumer and technology spending. A major conversation on AI in healthcare: our Kate Rooney sits down with Microsoft AI CEO Mustafa Suleyman and Mayo Clinic CEO Dr. Gianrico Farrugia to discuss how artificial intelligence is transforming medicine, research and patient care. Sunhaina Sinha of Raymond James discusses the capital raising environment and whether funding conditions are improving for companies and investors.

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We discuss what could be next for stocks’ record run with Schwab’s Kevin Gordon and Northwestern Mutual’s Matt Stucky. Plus, star analyst Dan Ives gives his instant reaction to the biggest headlines out of Microsoft’s Developer Conference. And, Goldman Sachs’ Greg Calnon tells us where he is seeing further upside in the market right now.

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