Our Kristina Partsinevelos examines SK Hynix's latest developments and what it means for the memory trade. Beeneet Kothari of Tekne Capital Management explains why the AI infrastructure story remains intact and where he sees opportunity across semiconductors.

Steven Wieting of Citi Wealth steps back to assess the broader market, the economy, bond yields and currencies and explains how investors should position as macro forces evolve. Laura Martin of Needham discusses Apple, Reddit and Meta and where she sees the best opportunities across big tech, plus looks ahead to Netflix earnings.

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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. 

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Matt Bryson of Wedbush explains why he sharply raised his price target on SanDisk and what continued strength in memory demand means for the broader AI infrastructure trade. Eric Johnston of Cantor Fitzgerald outlines his bullish call on the hyperscalers while Sonali Basak explains why investors are beginning to judge big tech on how quickly AI investments translate into revenue and profits rather than the size of their capital spending. Compass CEO Robert Reffkin analyzes the latest housing data and discusses what it reveals about inventory, prices and buyer demand. Our Julia Boorstin sits down with SoFi CEO Anthony Noto at the Sun Valley Conference to discuss the state of fintech, technology and capital markets.

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