Closing Bell CNBC

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.

Dynasty Equity co-led a Series A round for Tiger Woods’ TMRW; Dynasty co-founder K. Don Cornwell on what’s next for the venture and the boom in sports investing. Third Bridge’s Peter McNally reacts to FedEx’s strong quarter. Skylar Capital’s Bill Perkins gives top energy plays. Epyllion CEO Matt Ball on crypto and adding ether to his ETF.

Could a significant broadening be in the cards? Charles Schwab’s Liz Ann Sonders explains where she sees stocks headed. Plus, EMJ’s Eric Jackson makes a bold call on Nvidia and reveals how he is navigating that name. And, Allianz’s Mohamed Ed-Erian breaks down what he is expecting from the Fed and this week’s inflation print.

Arm CEO Rene Haas talks the company’s momentum as it rides the AI boom to a nearly 200% gain since its IPO last September. TIAA Wealth Management CIO Niladri Mukherjee talks best market opportunities. Recursion Pharmaceuticals CEO Chris Gibson on Nvidia partnership and AI’s promise for finding new drugs. Plus, American Giant CEO Bayard Winthrop on new partnership with Walmart.

Is the second half set-up favorable for the rally to continue? Solus’ Dan Greenhaus and NB Private Wealth’s Shannon Saccocia give their predictions. Plus, Nvidia sold off again in today’s session after snapping an 8 week win streak. Dan Chung – CEO and CIO of Alger – tells us if this is warning sign for this year’s tech-led rally heading into the second half. And, top technician Jeff DeGraaf called the sell-off in Nvidia. He weighs in on that stock’s move and reveals the sector he thinks is ripe to break out.