Closing Bell Overtime: Markets Search for New Leaders as Big Tech Stalls and Intel Surges 6/18/26

Gil Luria of D.A. Davidson explains whether Intel's sharp rally on Apple-related headlines is justified and what it would take for the company to turn renewed optimism into lasting results. Katie Stockton of Fairlead Strategies highlights other areas breaking out beneath the surface and identifies where momentum is building across the market. Bob Michele of JPMorgan Asset Management breaks down the fixed income landscape and explains what bond markets are signaling about growth, inflation and rates. The show also examines a growing corporate trend as companies shift from holding large cash balances to raising debt.
Mark Mahaney of Evercore tackles a surprising development in tech: every member of the Magnificent Seven has underperformed the S&P 500 over the past month.

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