Closing Bell Overtime: Twilio CEO on Earnings, Nvidia’s 13F Moves, & What RFJ Jr. Means For Vaccine Stocks 02/14/25

from Closing Bell · host CNBC

Jefferies Chief Market Strategist David Zervos and RBC Capital Markets Head of US Equity Strategy Lori Calvasina join to break down the market landscape after a wild week. Our Kristina Partsinevelos digs into Nvidia’s latest 13F filing and its shifting investments. Twilio CEO Khozema Shipchandler discusses the company’s earnings results and what kind of AI return the company is seeing in an exclusive interview. Jefferies' Michael Yee weighs in on Moderna, biotech, and the potential RFK impact on markets. Plus, John San Marco previews Walmart’s earnings and the retail outlook amid tariff concerns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode metadata supplied by the publisher feed · Published Feb 14, 2025

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Closing Bell Overtime: Twilio CEO on Earnings, Nvidia’s 13F Moves, & What RFJ Jr. Means For Vaccine Stocks 02/14/25

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