Closing Bell Overtime: Yields Test The Bulls; SpaceX IPO In Focus 5/19/26
Our Kristina Partsinevelos breaks down why chips look overbought and overstretched and what it means for the broader AI trade.
Brij Khurana of Wellington Management explains the latest move in bond yields and what fixed income markets are signaling about growth and inflation. Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, assesses the broader market backdrop and where investors should position next. Google takes center stage after its latest I/O event. Our Mackenzie Sigalos is live on the scene, highlighting highlights key announcements while Mark Mahaney of Evercore…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.