Closing Bell Overtime: Another Earnings Bonanza; Next AI Gold Rush Catalyst 7/25/24
Earnings from Norfolk Southern, Boston Beer, Deckers, Dexcom and more. Melius\u2019s Ben Reitzes breaks down OpenAI\u2019s SearchGPT news and what it means for Google, plus how he is thinking about the software sector right now and what could be the next catalyst for AI stocks. Morgan Stanley Global Chief Economist on the macro environment and next week\u2019s Fed decision. Anu Duggal is the founding partner of Female Founders Fund; she walks us through what she is telling founders in the current market and why only 2% of VC dollars went to women founders in 2023. Plus, Jefferies analyst Sheila Kahyaoglu on the move higher in defense stocks.