# Closing Bell Overtime: Markets Shift Focus as Meta Leads and Investors Size Up the Next Move 7/1/26

Page: https://stenobird.com/podcast/closing-bell-5237668/closing-bell-overtime-markets-shift-focus-as-meta-leads-and-investors-size-up-the-next-move-7-1-26
Text version: https://stenobird.com/podcast/closing-bell-5237668/closing-bell-overtime-markets-shift-focus-as-meta-leads-and-investors-size-up-the-next-move-7-1-26.md
Podcast: [Closing Bell](https://stenobird.com/podcast/closing-bell-5237668)
Published: 2026-07-01T21:11:04+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/d13412e5-373f-49ef-b0d3-745a4f74427f/episodes/fd8d0056-fae4-40a0-9077-d534d5af6d63/audio/128/default.mp3?aid=rss_feed&awCollectionId=d13412e5-373f-49ef-b0d3-745a4f74427f&awEpisodeId=fd8d0056-fae4-40a0-9077-d534d5af6d63&feed=Nh1wIaXT
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JSON: https://stenobird.com/v1/public/podcasts/closing-bell-5237668/episodes/closing-bell-overtime-markets-shift-focus-as-meta-leads-and-investors-size-up-the-next-move-7-1-26
Duration seconds: 2609

## Resource

Our Steve Liesman analyzes the market's reaction to the latest developments involving Fed Chair Kevin Warsh’s interview with our Sara Eisen. In the stock market, Meta takes center stage. Rohit Kulkarni of Roth explains why the stock stands out and what is driving renewed optimism around the social media and AI giant. Plus, key themes in healthcare and industrials. Ayako Yoshioka of Wealth Enhancement discusses where she sees opportunity as investors rotate across sectors. John Kolovos of Macro Risk Advisors analyzes the technical picture across the S&P 500, memory stocks, biotech and the U.S. dollar and identifies the levels investors should watch next. Plus, our Deirdre Bosa examines the growing trend toward owning personal AI models and infrastructure and what it could mean for consumers, technology companies and the next phase of the AI revolution.

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## Transcript

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