Barbara Doran on CNBC Closing Bell: Overtime – September 25, 2025 скачать в хорошем качестве

Barbara Doran on CNBC Closing Bell: Overtime – September 25, 2025

Markets have stumbled for three straight days—but is this the start of something bigger, or just the pause that refreshes? Today on CNBC Overtime, I joined to break down the third straight down day for markets—and what it really means. Yes, valuations are stretched—forward P/E is around 23.6x. But earnings are expected to grow 13–14% next year, and we're seeing strong economic data, including jobless claims this morning that cast doubt on just how “meek” the labor market really is. Meanwhile, the AI buildout is just beginning. This week alone, we've seen major new infrastructure deals—including billions more tied to OpenAI. Some forecasts suggest $7 trillion in AI infrastructure spend by 2030. This isn’t a breakdown—it’s likely just consolidation. Since April, we haven’t even seen a 2% pullback in the S&P. I see this as a “buy-on-dip” market, supported by earnings strength and AI-led productivity potential. 👉 For more market strategy and insight, visit bd8cap.com and subscribe to our newsletter.