Closing Bell Overtime: Stocks Hit Record Highs But SpaceX, AMD Tumble After Earnings 8/4/26
Dan Skelly of Morgan Stanley Wealth Management explains what’s driving the rally and why stronger-than-expected second-quarter earnings continue to support equities. Tim Horan of Oppenheimer reacts to SpaceX's first report as a public company--shares fell after hours
The other big earnings mover: AMD. Stacy Rasgon of Bernstein analyzes the results and explains what they signal for AI infrastructure, semiconductor demand and the competitive landscape. Bradley Tusk discusses AI executives heading to Washington, the policy debates taking shape around artificial intelligence and the growing…
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