Janus Henderson’s Seth Meyer breaks down the market setup as investors close the books on September. Wedbush’s Matt Bryson reacts to Micron earnings. Craft Ventures founder David Sacks discusses the latest developments in AI after attending this week’s White House summit. PEAK6 co-founder Matt Hulsizer and Apex Fintech Solutions CEO Bill Capuzzi explain the push toward 24/7 stock trading as Robinhood and Bruce Markets prepare to bring U.S. equities into the weekend. Rosenblatt’s Scott Devitt makes the case for Amazon after raising his price target.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States’ most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country’s vital economic and financial secrets at risk. With exclusive access to new documents, audio, photos and text messages, CNBC's Senior Washington Correspondent Eamon Javers uncovers the story of former Fed economist John Rogers and a Chinese spy posing as an economics student who he befriended in 2013. “Inside Man” is a spy story at the heart of the competition for global economic dominance, posing the question of whether Rogers was a spy himself or an unwitting dupe. Watch the full documentary, read the article and explore excerpts from Rogers’ text message history here: cnbc.com/insideman

OpenAI’s Sam Altman and Sarah Friar are back in focus as the debate over the pace of AI development intensifies and we here directly from them at the company’s DevDay. President Trump convened an AI summit of heavy hitters at the White House. Tusk Ventures’ Bradley Tusk weighs in on if they agreed to anything worthwhile. RBC Capital Markets’ Lori Calvasina breaks down growing consumer concerns and what they could mean for the market. BetMGM CEO Adam Greenblatt discusses why the company is staying out of prediction markets as competition across betting heats up.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Melius’ Ben Reitzes breaks down Nvidia’s record $150 billion buyback increase. J.P. Morgan Private Bank’s Stephen Parker weighs the broader market setup and whether AI can keep driving leadership. Meantime, Julia Boorstin reports on Meta’s latest moves with Muse as the company pushes further into enterprise AI. NASA Administrator Jared Isaacman discusses Boeing, SpaceX and the future of the U.S. space industry. RBC BlueBay Fixed Income CIO Mark Dowding tackles the bond selloff and whether investors should try to catch the falling knife.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Vital Knowledge’s Adam Crisafulli and iCapital’s Sonali Basak break down the impact of rising yields and what they mean for the market’s next move. Oppenheimer’s Brian Schwartz explains why Microsoft is gaining ground as the company beefs up Copilot. Meantime, the latest AI developments send conflicting signals for Planet Fitness and Twilio. Brightshore Capital’s Tom Shapiro discusses what higher rates mean for real estate and where pressure could emerge. BMO’s Harsh Kumar previews Micron earnings and what the results could signal for memory, semiconductors and the broader tech trade.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Deepwater’s Gene Munster breaks down the latest moves in Meta and where he sees opportunity as investors reassess the AI trade. HSBC’s Alastair Pinder looks at rising global yields and what they mean for equities around the world. Meantime, Oracle’s move to invoke force majeure on a massive New Mexico data center project raises fresh questions about the risks surrounding the AI infrastructure buildout. Longview Global’s Dewardric McNeal weighs the takeaways from the Trump-Xi meeting and what comes next for U.S.-China relations. BlackBerry CEO John Giamatteo discusses earnings, AI and the company’s growing automotive software business. Plus, the latest on the consumer as investors digest restaurant trends and Costco earnings.