AI, Cybersecurity and Capital Flows Shape the Market 6/2/26

Investors digest cybersecurity earnings, AI developments and shifting risk appetite. Mandy Xu of Cboe explains how options traders are positioning and where speculative activity is building. Palo Alto Networks headlines earnings. Saket Kalia of Barclays breaks down the results and what they signal for cybersecurity spending, enterprise demand and the broader software landscape. Ulta and GitLab add fresh reads on the consumer and technology spending. A major conversation on AI in healthcare: our Kate Rooney sits down with Microsoft AI CEO Mustafa Suleyman and Mayo Clinic CEO Dr. Gianrico Farrugia to discuss how artificial intelligence is transforming medicine, research and patient care. Sunhaina Sinha of Raymond James discusses the capital raising environment and whether funding conditions are improving for companies and investors.

You can listen to AI, Cybersecurity and Capital Flows Shape the Market 6/2/26 online on Radio and Podcast. Open the player on this page to stream the available audio.

AI, Cybersecurity and Capital Flows Shape the Market 6/2/26 is an episode from Closing Bell by CNBC.

This episode is 00:43:17 long.

This episode was published on Jun 2, 2026.

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