Closing Bell Overtime: Chips Rally Takes a Pause; After the Bell Software Earnings Test the Rally 5/27/26
Episode description
Investors parse a critical wave of software earnings and shifting market leadership. Adam Crisafulli of Vital Knowledge breaks down the market’s latest theme and explains what strong software results could mean for the broader rally. Our Leslie Picker reports on Jamie Dimon’s latest comments around succession planning and what they signal for Wall Street leadership. Salesforce, Snowflake, HP, Marvell and Synopsys all report earnings giving investors a fresh read on enterprise spending, AI demand and infrastructure growth. Brent Thill of Jefferies reacts to the software results and explains where the sector goes next.
Plus, the sharp drop in Zscaler and what it says about cybersecurity stocks and investor expectations with Evercore’s Peter Levine.
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