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Closing Bell Overtime: Tariffs Decision Fallout; Goldman’s Tech Earnings Takeaways & Retail Reaction 5/29/25

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Manage episode 485668027 series 3341536
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

A jam-packed session unfolds across DC, earnings, and the broader market. Our Megan Cassella breaks down the political fallout from the latest tariff ruling, while Neuberger Berman CIO Joseph Amato explains why the market favors small and mid-cap names. On the earnings front, we hear from Dell, Marvell, Zscaler, Ulta Beauty, American Eagle, and Gap. Retail analyst Dana Telsey reacts to the retail names and what they reveal about the consumer. Eric Sheridan of Goldman Sachs weighs in on the tech sector’s trajectory after another earnings wave. CEO Joanna Geraghty on the new partnership with United

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1761 episodes

Artwork
iconShare
 
Manage episode 485668027 series 3341536
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

A jam-packed session unfolds across DC, earnings, and the broader market. Our Megan Cassella breaks down the political fallout from the latest tariff ruling, while Neuberger Berman CIO Joseph Amato explains why the market favors small and mid-cap names. On the earnings front, we hear from Dell, Marvell, Zscaler, Ulta Beauty, American Eagle, and Gap. Retail analyst Dana Telsey reacts to the retail names and what they reveal about the consumer. Eric Sheridan of Goldman Sachs weighs in on the tech sector’s trajectory after another earnings wave. CEO Joanna Geraghty on the new partnership with United

  continue reading

1761 episodes

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