Closing Bell

Markets climb and investors turn their attention to the next major AI IPO: Cerebras. Eric Vishria of Benchmark and a Cerebras board member joins to discuss why the company’s debut matters for markets and what it could mean for the broader AI ecosystem. Keith Lerner of Truist explains what it means for the Dow to reclaim 50,000 and whether momentum can continue. Our Angelica Peebles reports on a key Alzheimer’s trial from Biogen and what it could mean for biotech and drug development.

Our Eamon Javers reports from China on the latest developments surrounding President Trump’s meetings while Michael Froman of the Council on Foreign Relations analyzes what the U.S. may have gained and the implications for Taiwan and global trade.

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What does the Cerebras IPO say about the current state of the AI craze on Wall Street? We discuss with JP Morgan’s Gabriela Santos, Humilis Investments’ Brian Belski and Solus’ Dan Greenhaus. Plus, we discuss the Fed’s next era with Former Dallas Fed President Richard Fisher. He tells us what he thinks of Powell’s legacy and what he expects from a Warsh-led Fed.  And, Intelligent Alpha’s Doug Clinton tells us how he is playing the tech trade – with the Nasdaq at record highs.

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BlackRock’s Jeff Rosenberg, explains why investors still can’t fully hedge rate risk and what it means for portfolios. Eamon Javers reports from China as President Trump meets with leaders while Eunice Yoon adds the Beijing perspective. Cisco headlines earnings. Amit Daryanani of Evercore reacts to the results and what they signal for enterprise tech and spending trends. Our Kristina Partsinevelos previews the Cerebras IPO and explains why it could be the biggest deal of the year in AI infrastructure. Drew Pettit, U.S. Equity Strategist at Citi, makes the case for sticking with high momentum names that still have earnings support.

Our Brandon Gomez breaks down how higher gas prices are starting to hit consumer behavior including beer sales and broader spending patterns.

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Two key questions swirl as the tech trade continues to run – bubble trouble or don’t fight the tape? Alger’s Ankur Crawford tells us what she thinks. Plus, top wealth advisor Sherry Paul from Morgan Stanley breaks down the key parts of the market beyond tech that she’s betting on right now. And, we drill down on two big stock stories of the day: Cerebras’ IPO and a mega move from Alibaba.

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Olaolu Aganga, Head of Portfolio Construction at Citi Wealth, breaks down positioning and where investors should focus next, plus what she’s telling clients. Commodities take center stage with moves across copper, oil and agriculture shaping the broader trade. The show also explores emerging markets for power and energy infrastructure along with pressure in athleisure as Under Armour struggles.

Mike heads to the dashboard to track wage growth and what it signals for the economy. Beeneet Kothari of Tekne Capital Management explains why Asian markets are hitting new highs and makes the case for Chinese tech as a key opportunity.

Kate Rooney reports on Sam Altman’s testimony and ongoing scrutiny in the AI space. Angelica Peebles examines uncertainty around the FDA and what it means for healthcare and biotech.

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