About this episode
The episode discusses major earnings reports and their implications for the market, featuring insights from industry experts.
A wave of major earnings drives the market narrative: Visa, Seagate, Starbucks, Booking Holdings, Robinhood and more. Matt Bryson of Wedbush reacts to Seagate’s strong quarter and what they signal for storage, AI demand and the broader tech cycle. Plus, the latest developments at OpenAI and what they could mean for competition across big tech and AI platforms. Steven Wieting, CIO and Chief Investment Strategist, assesses the broader market backdrop and how investors should position as earnings accelerate. Nick Setyan of Mizuho reacts to the Starbucks and outlines what it says about consumer demand and global growth.
People in this episode
Guests: Matt Bryson, Steven Wieting, Nick Setyan
Topics covered
- earnings reports
- market analysis
- technology trends
- consumer demand
- AI developments
- investment strategies
Keywords
- earnings
- market narrative
- AI demand
- consumer demand
- investment strategies
- technology cycle
- OpenAI
Mentioned in this episode
Organizations: Wedbush, CIO and Chief Investment Strategist, Mizuho, Visa, Seagate, Starbucks, Booking Holdings, Robinhood, OpenAI
Places: global
More episodes of Closing Bell
- Closing Bell Overtime: 6/12/26 · June 12, 2026 · 43 min
- Closing Bell: SpaceX Makes History 6/12/26 · June 12, 2026 · 42 min
- Closing Bell Overtime: Markets Brace for a Historic IPO 6/11/26 · June 11, 2026 · 43 min
- Closing Bell: Stocks Surge in Final Hour of Trade 6/11/26 · June 11, 2026 · 49 min
- Closing Bell Overtime: Stocks Sell Off Into Close As Chip Weakness Continues 6/10/26 · June 10, 2026 · 44 min
- Closing Bell: How to Navigate the Pullback 6/10/26 · June 10, 2026 · 44 min
Explore listener stats, chart rankings, contacts and more on the Closing Bell podcast page.