Closing Bell CNBC

After stocks closed out a strong first half and second quarter, Truist’s Keith Lerner and Citi’s Drew Petit, plus 3Fourteen Research’s Warren Pies, weigh in with their best ideas for the second half of 2024. Jon sits down with Nokia CEO Pekka Lundmark after the company buys Infinera for around $2B, plus an interview with MoviePass CEO Stacy Spikes on buying back the company and MoviePass’s second act. Former Kansas City Fed President Thomas Hoenig on recent data, Fedspeak and the consumer.

NewEdge’s Cameron Dawson, Invesco’s Kristina Hooper and CIC Wealth’s Malcolm Ethridge break down their second half playbooks. Plus, top strategist King Lip tells us where he is seeing opportunity in the tech space – and the one big tech name he is trimming right now. And, solar stocks sold off in today’s session. Pippa Stevens tells us what is behind that leg lower.

Former PIMCO Chief Economist Paul McCulley gets you set for the next big data points the Fed is watching and what it means for the market. RBC’s Lori Calvasina and BNY’s Jake Jolly on market positioning. Plus, our Sara Eisen breaks down Nike’s numbers before Barclays analyst Adrienne Yih dives deep on the stock reaction. Plus, Hunterbrook publisher and co-founder Sam Koppelman on their new report investigating Hims & Hers and why Hunterbrook Capital shorted the stock.

Will the same AI related stocks lead the market or will it finally broaden in a meaningful way? Trivariate’s Adam Parker, Virtus Investment Partners’ Joe Terranova and Requisite Capital’s Bryn Talkington break down what they are forecasting. Plus, Nike shareholder Kevin McCarthy tells us what he is expecting from that report in Overtime. And, Walgreens shares sank on the back of some weak results. We break down those numbers and how the rest of the drugstores are faring.

The Fed released its annual stress results for the 31 largest banks in the country. Hennessy Funds Portfolio Manager Dave Ellison and RBC’s banks analyst Gerard Cassidy break down the investment implications. G Squared Private Wealth’s Victoria Greene and Ariel Investments’ Charlie Bobrinskoy on today’s market action. Earnings from Micron, Levi and AeroVironment.

Amazon hit a major milestone today. So, how did that happen and where could the stock go from here? Kate Rooney and Amazon shareholder Hightower’s Stephanie Link break down all the details. Plus, Deepwater Asset Management’s Doug Clinton tells us how he is navigating the tech trade – as the Nasdaq is on pace for its best month of the year. And, Seema Mody breaks down all the highlights from Nvidia’s shareholder meeting and what to expect from Micron’s report in Overtime.