Closing Bell Overtime: Is AI Trade Back On? Plus, First Reactions To Apple WWDC 6/8/26

About this episode

The episode discusses the resurgence of tech stocks, market valuations, and reactions to Apple's WWDC announcements.

Tech stocks resumed their climb while investors wrestle with a key question: has the market come too far too fast? Brian Kersmanc of GQG Partners weighs whether stocks are approaching a top or still have room to run. Gargi Chaudhuri of BlackRock joins to discuss stock valuations, the economy and what the Federal Reserve could do next as investors navigate a changing backdrop. We get first reaction to Apple's Worldwide Developers Conference. Nilay Patel of The Verge and Jay Goldberg of Seaport analyze the company's latest announcements and what they mean for Apple's position in AI and consumer technology. Joe Mazzola of Charles Schwab discusses what retail investors are doing with their money and whether anticipation around a potential SpaceX offering is influencing investor behavior.

People in this episode

Guests: Brian Kersmanc, Gargi Chaudhuri, Nilay Patel, Jay Goldberg, Joe Mazzola

Topics covered

• AI
• Tech Stocks
• Market Analysis
• Apple WWDC
• Investor Behavior
• Federal Reserve
• Stock Valuations

Keywords

• AI Trade
• Tech Stocks
• Market Analysis
• Apple WWDC
• Investor Behavior
• Federal Reserve
• Stock Valuations

Mentioned in this episode

Organizations: GQG Partners, BlackRock, The Verge, Seaport, Charles Schwab, Apple

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