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Closing Bell Overtime: Strategy's Michael Saylor; Is AI spending one giant circle? 9/23/25

43 min•23 september 2025

Wells Fargo’s Ohsung Kwon joins to analyze the market action and what he likes into year-end in his first interview since taking over as Chief Equity Strategy. Our Angelica Peebles breaks down Kenvue’s volatile two-day stretch. William Kerwin of Morningstar reacts to Micron earnings.

Michael Saylor, Strategy Executive Chairman, breaks down bitcoin's recent price action and the trend of Bitcoin treasury companies. Plexo Capital's Lo Toney breaks down who is spending and who is buying in the AI infrastructure buildout.  

 


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