Sebastien Page, Head of Global Investments and CIO at T. Rowe Price, explains why he remains modestly overweight stocks. Frank Lee, Global Head of Tech Hardware and Semiconductor Research at HSBC, breaks down another wild week for semiconductors. Plus, why rising oil prices could become the biggest threat to the market: Warren Pies of 3Fourteen Research explains. Eric Johnston, Chief Equity and Macro Strategist at Cantor, argues the momentum unwind in semiconductors is ending and explains why strong fundamentals and improving earnings estimates support staying with the trade through earnings season. Craig Moffett of MoffettNathanson analyzes the outlook for telecom stocks as investors reassess defensive sectors.<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell Overtime: After Alphabet: Investors Look Ahead to More Hyperscaler Earnings 7/24/26

Closing Bell

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[SPEAKER_C] The bells bringing an end to the trading day at the NYSE. The Oliver Scholars doing the honors. And at the Nasdaq Building Markets closing out the day. Welcome to Closing Bell Overtime, live from Studio B at the Nasdaq MarketSite. I'm Mike Santoli. Melissa Lee is off today. Modest moves for the major indexes today as stocks lose their midday gains. The Dow up about 200 points. The S&P 500 relatively flat, the Nasdaq down a little over half a percent, and the Russell down a quarter of a percent, a little more than that on the day. All three major indices ending in the red for the week, with the Nasdaq off more than 2%. It is the third straight negative week for the Dow as well.

Closing Bell Overtime: After Alphabet: Investors Look Ahead to More Hyperscaler Earnings 7/24/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Closing Bell Overtime: After Alphabet: Investors Look Ahead to More Hyperscaler Earnings 7/24/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.