Closing Bell Overtime: Chip stocks had their best quarter ever while big tech lagged. What’s ahead for the second half of the trading year? 6/30/26
Chip stocks had their best quarter ever while big tech lagged. What’s ahead for the second half of the trading year? Venu Krishna, Head of U.S. Equity Strategy at Barclays, makes the case that the rally still has room to run and explains what could keep stocks moving higher. Nike headlines earnings. The show breaks down the results before Robert Drbul of BTIG analyzes what they reveal about consumer demand, inventory trends and the company's turnaround efforts. Paul Hickey of Bespoke assesses the market's next phase and explains what investors should watch as earnings season continues. Plus…
The skinny
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