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Closing Bell Overtime

AI investment industry is getting ahead of itself, says Moody's chief economist
4 calls: why Citi says semis are mispriced, Bernstein's next Eli Lilly catalyst, and the Nvidia math Unlimited's CEO says leaves no room for…
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Box CEO: AI agent swarms could be how cyberattacks begin, and how new drugs get found
4 predictions: why groups of AI agents only became practical this year, who will pay for them, and why Box says humans stay in the loop throughout
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It is a perfect time to build property, but no one will, says Walker & Dunlop CEO
5 calls: Why $1.5T of apartment debt has to be refinanced in 4 years, an office market getting 9% of its normal new supply, and why equity, not debt, is…
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BetMGM CEO: prediction markets are winning sharps and underage bettors
5 takeaways: why prediction markets are winning sharps and teenagers, not casual bettors, why iGaming is his biggest growth lever, and how AI shapes…
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RBC equity strategist: still expects a 5% to 10% stock pullback
4 calls: why the two-speed capex cycle still gives her confidence, why regulation is a state issue not a federal one, and why industrials and utilities…
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OpenAI held back its new model to protect itself, says Tusk Ventures' founder
5 takeaways: why he says nobody trusts OpenAI, why AI CEOs actually want federal regulation, the political risk of a major AI accident, and the IPO math…
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Kathleen Quirk: Freeport can raise US copper output 60% and it still isn't enough
5 calls: the brownfield expansions that take 3-4 years instead of 17, why she says substitution does not work, and the ten new mines a year the market…
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Gil Luria: Adobe is priced as an AI loser and in-line results won't fix it
4 calls: why the burden of proof sits with Adobe, what an internal CEO hire signals, the 10-12x multiple it is stuck with, and his read on Oracle's…
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Andrew Goldberg & Cameron Dawson: 6.5% nominal GDP argues for a 5% 10-year
4 calls: the arithmetic he uses to call 4.90% normal, the 40-year bond bull market she says ended in 2022, and the multiple compression they have…
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Brent Thill: Oracle's backlog is up 46% and everyone still hates the stock
3 calls: the numbers he says the market ignored, the $400 share price his earnings math implies, and why he still ranks three other names ahead of it
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George Kurtz: the new apex predator is the agent state, and it's on your payroll
7 takeaways: Why he won't put a number on AI extinction risk, what Mythos changed about chaining vulnerabilities, and why the defenders' own models…
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Charles Kantor: the skepticism about negative free cash flow at big companies is silly
5 takeaways: Why the AI build-out is Amazon's 2014 cloud bet at 3x the capital, the 17% returns he says that one delivered, and why he'd take the other…
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