Closing Bell Overtimes: Fast Casual Fallout & AI Eating Software? Plus Centerview Partners Co-President On Dealmaking 8/13/25
Kristina Partsinevelos sets the day’s market theme before Rick Santelli covers bond market reaction. Paul Hickey of Bespoke Investment discusses weakening breadth, while Ben Reitzes of Melius Research examines the software slump and the role AI is playing. Earnings spotlight includes Cisco, plus Kate Rogers on the fast casual sector’s troubles with Danilo Gargiulo of Bernstein analyzing Cava’s crash and where to find value in the restaurant sector. Centerview Partners co-president Tony Kim weighs in on a bullish environment for IPOs and dealmaking – and if it can continue.
August 13, 2025
43 min
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1,860 of 2,295
August 13, 2025
Closing Bell Overtimes: Fast Casual Fallout & AI Eating Software? Plus Centerview Partners Co-President On Dealmaking 8/13/25
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43:38This episodeClosing Bell Overtimes: Fast Casual Fallout & AI Eating Software? Plus Centerview Partners Co-President On Dealmaking 8/13/25
Summary
Kristina Partsinevelos sets the day’s market theme before Rick Santelli covers bond market reaction. Paul Hickey of Bespoke Investment discusses weakening breadth, while Ben Reitzes of Melius Research examines the software slump and the role AI is playing.
Earnings spotlight includes Cisco, plus Kate Rogers on the fast casual sector’s troubles with Danilo Gargiulo of Bernstein analyzing Cava’s crash and where to find value in the restaurant sector. Centerview Partners co-president Tony Kim weighs in on a bullish environment for IPOs and dealmaking – and if it can continue.
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