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
More episodes of Closing Bell
- Closing Bell Overtime: 6/12/26
- Closing Bell: SpaceX Makes History 6/12/26
- Closing Bell Overtime: Markets Brace for a Historic IPO 6/11/26
- Closing Bell: Stocks Surge in Final Hour of Trade 6/11/26
- Closing Bell Overtime: Stocks Sell Off Into Close As Chip Weakness Continues 6/10/26
- Closing Bell: How to Navigate the Pullback 6/10/26
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