EPISODE · Jun 25, 2026 · 43 MIN
Closing Bell Overtime: AI Trade Bounces Back As Micron Has Best Day in a Month 6/25/26
from Closing Bell · host CNBC
Our Mackenzie Sigalos examines Apple's latest price increases and what growing memory demand means for hardware makers and consumers. Gabriela Santos of JPMorgan Asset Management explains how investors should approach the latest rotation across semiconductors, big tech and the broader market. Chris Perkins of Franklin Templeton discusses what it will take for digital assets to find a durable bottom and what investors should watch next. Our Kate Rooney reports on the accelerating race by OpenAI and Anthropic to reach the public markets and what it could mean for the AI investment landscape. Tim Hayes of Ned Davis Research analyzes fresh economic data and its impact on rates and equities. Leslie Picker reports on succession planning at JPMorgan and the latest developments surrounding Wall Street's largest bank. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
Our Mackenzie Sigalos examines Apple's latest price increases and what growing memory demand means for hardware makers and consumers. Gabriela Santos of JPMorgan Asset Management explains how investors should approach the latest rotation across semiconductors, big tech and the broader market. Chris Perkins of Franklin Templeton discusses what it will take for digital assets to find a durable bottom and what investors should watch next. Our Kate Rooney reports on the accelerating race by OpenAI and Anthropic to reach the public markets and what it could mean for the AI investment landscape. Tim Hayes of Ned Davis Research analyzes fresh economic data and its impact on rates and equities. Leslie Picker reports on succession planning at JPMorgan and the latest developments surrounding Wall Street's largest bank.
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Closing Bell Overtime: AI Trade Bounces Back As Micron Has Best Day in a Month 6/25/26
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