Closing Bell
Hosted by Melissa Lee, Michael Santoli & Scott Wapner · 7 decoded episodes · newest Oct 12, 2026
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.
Episodes 7
- Oct 12, 2026 · 43 minAI pressure tests the bull market’s narrow leadershipThe episode connects stretched technology valuations and AI disruption fears with a possible rotation toward banks, amid geopolitical and election risks.
- Oct 12, 2026 · 42 minEarnings season tests an AI-led market rallyWith valuations elevated and gains concentrated in a few AI names, bank results, inflation data, and yields could determine whether the rally broadens or corrects.
- Oct 9, 2026 · 43 minAI spending tests the market’s resilienceThe episode weighs whether extraordinary AI investment and concentrated leadership can sustain earnings growth as rates, geopolitics, and risk premiums remain elevated.
- Oct 9, 2026 · 43 minAI valuations, energy shocks and prediction markets test investorsThe episode connects volatile technology expectations, geopolitical energy risks and unresolved rules for event-based markets to the next earnings cycle.
- Oct 8, 2026 · 43 minOpenAI revenue revision rattles the AI tradeThe selloff tests whether concentrated AI gains reflect durable earnings or a fragile narrative exposed by accounting changes, high rates, and narrow market breadth.
- Oct 8, 2026 · 43 minAI revenue shock exposes markets’ concentration riskThe selloff links uncertain AI economics with rising yields, energy risks, policy choices, and investors’ efforts to reduce portfolio concentration.
- Oct 7, 2026 · 43 minAI buildout collides with higher rates and scarce capitalThe episode tests whether earnings and investment can sustain growth as elevated rates, refinancing risks and competing capital demands tighten financial conditions.