# Seema Mody

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Closing Bell Overtime: Micron, Chips Mania Rolls On 5/26/26

Micron powered tech higher and the Nasdaq to a record close as investors continue to pile into the stock. Melius Research’s Ben Reitzes breaks down the market action in the chips sector and his latest move upping the price target on both Apple and Dell. Our Annika Kim Constantino breaks down Eli ...

Closing Bell Overtime: Major Rotation As Nasdaq Posts Largest Point Drop Ever 6/5/26

Stephanie Aliaga, Global Market Strategist at JPMorgan Asset Management, joins to assess the market backdrop and explain how investors should position as rates move higher and the AI trade takes a breather. Leslie Picker reports on new comments from Elon Musk during a SpaceX roadshow and the gro...

9am Hour: Tech After the Sell-Off, OpenAI-Broadcom AI Chip Unveil, WTI Crude Falls Below $70 6/24/26

Carl Quintanilla, David Faber and Leslie Picker explored what's ahead for the tech sector in wake of Tuesday's sell-off — and ahead of Micron's earnings due out after Wednesday's close of trading. The anchors also discussed OpenAl and Broadcom unveiling their new custom AI chip, called "Jalapeño....

Closing Bell Overtime: Wild Session for Tech Stocks; Memory Names Down Big; Apple Retakes Crown 7/27/26

Our Seema Mody recaps the wild session while Eunice Yoon reports on CXMT's soaring market debut and what it means for China's semiconductor ambitions. Lori Calvasina of RBC assesses the broader market outlook and explains where investors should look as leadership continues to evolve. John Belton ...

Closing Bell Overtime: Markets Confront a Bond Test as the Consumer and Fed Take Focus 8/20/26

Markets grapple with a renewed bond debate after the Treasury’s intervention. Robert Tipp, Global Head of Bonds at PGIM Fixed Income, breaks down the Treasury market and what rising deficits mean for yields. Former Kansas City Fed President Esther George weighs the Fed’s next move. Walmart stock ...

OpenAI DevDay, Jamie Dimon’s Op-Ed, Valley Bank CEO Interview 9/29/26

Stocks are mostly lower following another rise in Treasury yield to fresh multiyear highs. Seema Mody and Brian Sullivan kick off the show with Zeta Global’s Nate Yohannes who gives his initial reaction to OpenAI’s DevDay announcements and initiatives. MCC Global Enterprises CEO, Michelle Caruso-...

ASML Beats Profit Estimates 10/14/26

CNBC’s Seema Mody reports on ASML as the company reported third-quarter profit that beat expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Global Markets, AI Debt Concerns, Energy Stock Ideas 10/19/26

Stocks are mixed to begin the new trading week as investors move back into tech following last week’s artificial intelligence-related rout. Brian Sullivan and Kelly Evans sit down with Robinhood CIO, Stephanie Guild, and CNBC’s Seema Mody to discuss the state of mega-cap AI valuations as CoreWeav...

Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26

Scott Wapner and the Investment Committee debate whether the AI trade will continue after a few rocky trading days. Plus, CNBC’s Seema Mody joins us with Circle CEO Jeremy Allaire to discuss the Genius Act, crypto markets and AI banking risks. And later, CNBC’s Oliver Renick joins us to discuss t...

Web Security Flaw Sparks Concern 10/22/26

CNBC’s Seema Mody reports on critical PHP security flaws triggering global warnings.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.