Closing Bell Overtime: Goldman’s AI Software Playbook; Top Picks in Precious Metals and Small Caps 10/8/25

Markets weigh the ripple effects of the ongoing government shutdown as Kevin Mahn (Hennion & Walsh Asset Management) gives his analysis. John Ciampaglia (Sprott Asset Management) responds to Ray Dalio’s bold call to put 15% of portfolios in gold. Goldman Sachs’ Kash Rangan joins from San Francisco to discuss the key debates around the AI trade in software stocks. Our Robert Frank digs into where the crypto rich are really spending, and Federated Hermes’ Stephen DiNichilo breaks down a rally in small caps. Plus, a look ahead to Delta’s earnings with Jefferies’ Sheila Kahyaoglu.