EPISODE · Dec 23, 2025 · 42 MIN
Closing Bell Overtime: Stephen Tusa’s Industrials outlook; Novo’s Big Day 12/23/25
from Closing Bell · host CNBC
David Trainer of New Constructs on what fundamentals are really saying about today’s market. Stephen Tusa of JPMorgan breaks down the state of industrials and Alan Ratner of Zelman assessing real estate trends and risks. Our Steve Kovach examines whether artificial intelligence is becoming commoditized faster than investors expected. 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
David Trainer of New Constructs on what fundamentals are really saying about today’s market. Stephen Tusa of JPMorgan breaks down the state of industrials and Alan Ratner of Zelman assessing real estate trends and risks. Our Steve Kovach examines whether artificial intelligence is becoming commoditized faster than investors expected.
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Closing Bell Overtime: Stephen Tusa’s Industrials outlook; Novo’s Big Day 12/23/25
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