Alphabet had its worst day ever in the regular session—and the pain extended to Amazon in the after-hours. Maxim’s Tom Forte reacts to Amazon’s results and what they signal for cloud growth, AI spending and consumer demand. Benchmark’s Cody Acree breaks down Intel’s weak guidance that sent the stock plunging. Susquehanna’s Mehdi Hosseini digs into SanDisk’s results and what they reveal about memory demand and the broader semiconductor cycle. Meantime, Starbucks, Coinbase, Gilead and Mondelez add fresh clues about consumer spending, crypto activity and healthcare.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

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One of the biggest earnings days of the season puts Google, Microsoft and a host of other major companies in the spotlight. Bespoke’s Paul Hickey breaks down the market setup and what investors should watch as results roll in. Our Brian Sullivan sits down with Treasury Secretary Scott Bessent for his first comments after the latest Fed decision. Evercore ISI’s Mark Mahaney reacts to Alphabet’s results and what they reveal about AI spending, cloud growth and advertising demand. Jefferies’ Brent Thill digs into Microsoft’s quarter and what it signals for the broader software and AI trade. Meantime, earnings from Ford, FedEx, Chipotle and other major companies offer fresh clues about the economy and consumer spending. Hickey returns to assess the market reaction and whether the latest results can keep the rally going.

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