About this episode

The episode discusses the state of the AI trade, sports betting dynamics, and challenges for the bull market.

Dan Niles of Niles Investment Management assesses the state of the AI trade and explains what could keep the sector moving higher—or derail its momentum. Our Contessa Brewer compares prediction markets with traditional sportsbooks before Ian Moore of Bernstein discusses what happens to sports betting companies after the tournament ends. Wall Street Journal Special Writer Greg Zuckerman explains why a surge in large stock sales and capital raising could become the next challenge for the bull market and whether investors should view the trend as a warning sign.

People in this episode

Guests: Dan Niles, Contessa Brewer, Ian Moore, Greg Zuckerman

Topics covered

• AI trade
• Big Tech earnings
• sports betting
• capital raising
• bull market

Keywords

• AI trade
• Big Tech earnings
• sports betting
• capital raising
• bull market
• Dan Niles
• Greg Zuckerman

Mentioned in this episode

Organizations: Niles Investment Management, Bernstein, Wall Street Journal

More episodes of Closing Bell

• Closing Bell: 7/20/26 · July 20, 2026 · 42 min
• Closing Bell Overtime: Chips Extend Recent Weakness and S&P 500 Turns Negative for July 7/17/26 · July 17, 2026 · 44 min
• Closing Bell: 7/17/26 · July 17, 2026 · 42 min
• Closing Bell Overtime: Positioning for the next leg of the AI trade; Netflix reports earnings 7/16/26 · July 16, 2026 · 1h 2m
• Closing Bell 7/16/26 · July 16, 2026 · 43 min
• Closing Bell Overtime: Big Tech Takes Leadership 7/15/26 · July 15, 2026 · 44 min

Explore listener stats, chart rankings, contacts and more on the Closing Bell podcast page.