1686 avsnitt • Längd: 40 min • Dagligen
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Morgan Brennan and Jon Fortt guide listeners through each trading session and bring to you some of the biggest names in business.
The podcast Closing Bell is created by CNBC. The podcast and the artwork on this page are embedded on this page using the public podcast feed (RSS).
Kevin Mahn of Hennion & Walsh and our Bob Pisani break down the late-afternoon selling after Fed Chair Jay Powell’s speech in Chicago. Earnings reports from CSX, Kinder Morgan, SL Green, and Alcoa are on the radar, while Kristina Partsinevelos tracks the sharp pullback in Nvidia and the broader chip sector. Joyce Chang of J.P. Morgan joins to discuss the Fed, tariffs, and macro policy implications from the global market perspective. Eric Johnston of Cantor Fitzgerald shares his outlook on equity strategy, followed by Alcoa CEO William Oplinger with insights on the company’s quarter and the tariffs impact. Paul Ciana of Bank of America offers a technical read on markets, and Laura Martin of Needham previews Netflix ahead of its earnings.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Adam Crisafulli of Vital Knowledge and Jeffrey Kleintop of Charles Schwab break down the market action today as investors brace for a key week of earnings and macro headlines. Results from United Airlines, Interactive Brokers, and JB Hunt are in focus. Interactive Brokers Founder and Chairman Thomas Peterffy joins to discuss his company’s quarter and how retail clients are positioned after the last two weeks of high volatility. Mohamed El-Erian of Allianz offers perspective on the market backdrop and policy landscape. Later, Julian Emanuel of Evercore ISI outlines stock positioning into earnings, while Charles Dallara weighs in on the evolving tariff outlook. The show wraps with Conor Cunningham of Melius Research breaking down United's performance and outlook.
Trivariate’s Adam Parker, American Century Investments’ Mike Rode and JP Morgan Asset Management’s Jordan Jackson weigh in on today’s market action and map out where they see stocks headed from here. Plus, Ankur Crawford from Alger highlights the stocks she is betting on amid all of the tariff uncertainty. And, Cais founder Matt Brown discusses alternative investments.
Brenda Vingiello of Sand Hill Global Advisors and Jose Rasco of HSBC break down the market action as investors weigh the impact of ongoing tariff developments. Our Megan Cassella reports on the latest from the White House on tariffs. Gil Luria of D.A. Davidson shares perspective on how tech names like Apple and Nvidia could be affected by trade tensions. Monica Guerra of Morgan Stanley Wealth Management joins to discuss how she is advising clients amid the policy uncertainty and its implications for portfolios. Craig Johnson of Piper Sandler breaks down the market’s technical setup. Former Richmond Fed President Jeffrey Lacker talks Fed policy and recession risks. The FTC’s antitrust case against Meta kicks off today, with reporting from Eamon Javers and reaction from Bradley Tusk of Tusk Ventures.
Is the bulk of the market damage behind us amid all of the tariff twists and turns? We discuss with Solus’ Dan Greenhaus, Robinhood’s Stephanie Guild and Invesco’s Brian Levitt. Plus, top chip analyst Stacy Rasgon from Bernstein tells us which semi stocks could benefit the most from President Trump’s new tariff exceptions. And, JPMorgan’s Matt Boss tells us which names he’s betting on in the retail space right now.
The major averages posted their best weeks in over a year, despite some major down days, after Wednesday’s historic rally. Bob Elliott of Unlimited and Charlie Bobrinskoy of Ariel Investments discuss the day’s equity action and investor positioning. Our Leslie Picker reports on developments in the banking sector. Krishna Guha of Evercore ISI joins to break down the Fed outlook, recession odds, and how tariffs and recent data are factoring into macro policy expectations. Angelo Zino of CFRA shares his view on Apple—and why he just raised his odds that the company gets a tariffs exemption. Bill Perkins of Skylar Capital weighs in on the latest moves in the energy complex. Our Diana Olick explains how China’s involvement in U.S. mortgage-backed securities could ripple through housing markets.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
As Amazon looks to launch its first Kuiper satellite mission, space infrastructure’s role in enhancing global connectivity is coming to fruition. Skylo, a company that links cell phones to communication satellites, is also making moves—recently collaborated with Charter and Comcast to provide satellite connectivity for emergency messaging services. CEO Parth Trivedi joins Morgan Brennan to discuss the expanding space-based communications market, competition with companies like Starlink and AST SpaceMobile, and the company’s outlook.
Lori Calvasina of RBC Capital Markets and Adam Crisafulli of Vital Knowledge discussing the ongoing equity pullback and Calvasina digs into why her S&P 500 bear case is now the base case. Our Megan Cassella reports on the White House’s tariff plans targeting China, while Pippa Stevens breaks down the sharp decline in oil prices. Ralph Schlosstein, Evercore Chairman Emeritus and BlackRock Co-Founder, shares his market outlook during the ongoing market volatility. Rebecca Patterson, former Bridgewater Chief Investment Strategist, joins to offer her view on the macro, as well as gold and the dollar. FIS CEO Stephanie Ferris, in her first broadcast interview, on how the pipes of the financial system are handling the current trading volume surge.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks record one of the best sessions on record after President Trump announced a 90-day tariffs pause on some countries. Our Eamon Javers gives the latest developments out of the White House and Trump’s policy stance. Dan Niles of Niles Investment Management talks the market surge and where tech fits in. More market reaction with Fundstrat’s Tom Lee and Calamos Investments CEO John Koudounison if you can trust the rally. Our Steve Kovach on Apple’s best day since 1998 and what keeping tariffs on China means for production. Barbara Doran of BD8 Capital Partners and Drew Pettit of Citi Research joined for a market panel, plus insight from former Kansas City Fed President Thomas Hoenig on how the central bank should navigate current volatility. Atlassian CEO Mike Cannon-Brookes wrapped up the show with a conversation on managing risk in a turbulent environment.
What does this President Trump’s big tariff shift mean for your money? We discuss with Altimeter’s Brad Gerstner. Plus, PIMCO’s Richard Clarida tells us what this move might mean for the fed. And, Mohamed El-Erian from Allianz tells us how he is navigating the tariff uncertainty.
Stephanie Link of Hightower and Paul Hickey of Bespoke Investment Group kicked off the show with a look at where things stand and what to watch ahead. Jason Furman, former Chair of the Council of Economic Advisers, discussed the economic impact of new tariffs, Fed policy, and recession risks. Craig Moffett of MoffettNathanson weighed in on Apple’s outlook given its major exposure to new tariffs. Janus Henderson CEO Ali Dibadj shared his playbook for navigating rising volatility, and Eunice Yoon reported from Beijing on what’s next from China.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Nasdaq swung nearly 10% today while the Dow’s range was over 2500 points. Dan Niles weighed in on the tech downturn and whether the pain is over. Relate Advisory’s Dana Telsey broke down earnings from Levi’s and the broader retail landscape. MP Materials CEO James Litinsky discussed China’s export controls and their impact on critical minerals. Plus, insights from 3Fourteen’s Warren Pies and Interactive Brokers’ Steve Sosnick on the broader market picture.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The sharp two-day selloff has wiped out more than 10% in both the S&P 500 and the Nasdaq. Bob Elliott, Unlimited CEO, and Keith Lerner, Truist Wealth Co-CIO, kick off with a deep dive into what’s driving the decline and where markets go from here. Pippa Stevens reports on the energy sector’s role in the drop, while Kristina Partsinevelos covers the hit to tech. Paul McCulley, Former PIMCO Chief Economist, discusses the impact of tariffs, jobs data, and Fed policy in the wake of the selloff. Microsoft AI CEO Mustafa Suleyman weighs in on how AI sentiment is being tested in the downturn. Richard Haass, President Emeritus of the Council on Foreign Relations, addresses geopolitical risks amid the volatility. And Jim Paulsen of Paulsen Perspectives closes the show with his outlook on whether the worst is over.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
A global rout in stocks after President Trump’s tariffs announcement. We have you covered from every angle, including tech’s sell off with Wedbush’s Dan Ives and positioning from here with Morgan Stanley Wealth Management CIO Lisa Shalett . Plus, White House advisor Peter Navarro on the math behind the rates for different countries.
What will Trump’s Tariffs and now escalated trade war mean for stocks in the months ahead? Tech is at the forefront of that question as names like Nvidia get smashed today. And it’s not often you see a decline like this for Apple shares. We discuss with Erik Woodring from Morgan Stanley. Plus, our all-star panel of iCapital’s Anastasia Amoroso, Hightower’s Stephanie Link and Requisite Capital weigh in on some massive sector moves. And, Trivariate’s Adam Parker tells us how he is navigating today’s big drop.
President Trump delivers a speech from the Rose Garden on wide-sweeping reciprocal tariffs, sending stocks lower in after-hours action.
Will today’s tariff announcement clear the way for stocks to move higher or only underscore why they’ve been falling? We discuss with The Wharton School’s Professor Jeremy Siegel, Solus’ Dan Greenahus and Fundstrat’s Tom Lee.
Adam Crisafulli, Vital Knowledge Founder, and Bob Doll, Crossmark Global Investments CEO & CIO, break down the latest market developments. Meghan Cassella reports on the latest tariff updates, while Eric Jackson, EMJ Capital Founder, discusses the outlook for tech in Q2 and why he sold Nvidia. Freeport-McMoRan CEO Kathleen Quirk weighs in on gold, copper, and the impact of tariffs. Our Eunice Yoon has her latest on-the-ground reporting in China with a China Lens on auto parts. Former Ford CEO Mark Fields provides insight on auto tariffs, and Vanguard Global Chief Economist Joe Davis discusses the broader economic impact of tariffs.
What will tomorrow bring for these markets which are craving some degree of certainty? We discuss with Trivariate’s Adam Parker and Ali Flynn Phillips of Obermeyer Wealth Partners. Plus, Gene Munster from Deepwater Asset Management tells us what is at stake for Tesla as that stock wraps up an ugly quarter. And we saw some big bounces in the consumer space. We drill down on those moves.
After an eight day spaceflight turned into a 286-day space odyssey, astronauts Suni Williams and Butch Wilmore are back on Earth. The “stranded” NASA astronauts flew home in a SpaceX Dragon capsule, instead of the Boeing Starliner which carried them to the I.S.S. last June. Williams and Wilmore join Morgan Brennan to discuss the return to Earth, Boeing Starliner and the future of human spaceflight.
Scott Wren, Wells Fargo Investment Institute Senior Global Market Strategist, and Victoria Greene, G Squared Private Wealth CIO, discuss the latest market trends. Joseph LaVorgna, SMBC Nikko Securities America Chief Economist and Former Trump Economic Advisor, and Mark Zandi, Moody’s Analytics Chief Economist debate the true impact of tariffs. Neuberger Berman Portfolio Manager John San Marco talks the impact of tariffs on consumers, while Veriten Partner Arjun Murti talks energy and macro policy. Mizuho Healthcare Strategist Jared Holz provides insight on vaccines. Plus, NASA Astronauts Butch Wilmore and Suni Williams on returning to Earth after their odyssey in outer space.
Is Wednesday’s expected tariff announcement just the thing to end all the market uncertainty? We get the latest with our own Megan Cassella and discuss Strategas’ Chris Verrone. Plus, we break down what is next for the Fed with Richmond Fed President Tom Barkin. And we drill down on a big move in the energy space as we wrap up the quarter.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The U.S. Space Force has tapped Rocket Lab and startup Stoke Space to join the National Security Space Launch program as part of NSSL’s Phase 3 Lane 1 category. For Rocket Lab, it represents a big opportunity for its new Neutron rocket, a medium-lift vehicle under development. Founder & CEO Peter Beck joins Morgan Brennan to discuss the new award, the timeline for Neutron, and Rocket Lab’s company outlook.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Apex Space, a satellite manufacturing startup is celebrating on year of its satellite on orbit this month. Founded in 2022, the startup’s goal is to ease the production process of off-the-shelf satellite buses that help customers shift risk and money from making spacecraft to focusing on the missions they want to conduct. A member of Anduril Technologies’ “Super Friends” establishing a new American industrial base, the company secured as $46 million U.S. Space Force contract last month. CEO Ian Cinnamon joins Morgan Brennan to celebrate the milestone, challenges within the spacecraft supply chain, and how Trump 2.0 will tackle space policy.
Our Eamon Javers reports on Trump’s auto tariffs announcement. Kevin Gordon of Charles Schwab and Adam Crisafulli of Vital Knowledge break down the current state of the market. Kristina Partsinevelos analyzes weakness in semiconductor stocks. JPMorgan’s David Kelly shares his market outlook, while Invitation Homes CEO Dallas Tanner discusses the impact of tariffs on housing and mortgage demand. Plus, Phil LeBeau reports on Hyundai’s new EV plant amid growing U.S.-Korea trade tensions, and Forethought CEO Deon Nicholas talks AI advancements in customer support.
What could potential restrictions around exports to China mean for Nvidia and other chip stocks? We discuss with our Kristina Partsinevelos and Trivariate’s Adam Parker. Plus, Morgan Stanley’s Sherry Paul breaks down her high net worth playbook for Q2. And, we tell you what’s behind some big drops in the vaccine makers.
Paul Hickey of Bespoke Investment Group and Jose Rasco of HSBC break down the latest market trends. Rockefeller International Chairman Ruchir Sharma discusses his latest Financial Times piece on the decline of American exceptionalism. Informatica CEO Amit Walia weighs in on cloud, AI, and macro uncertainty. Canaccord Genuity’s George Gianarikas analyzes Tesla’s outlook and its run higher in the past week. Plus, CNBC’s exclusive Global CFO Survey reveals top concerns on inflation, Trump policies, and the Fed’s impact.
Alibaba’s Joe Tsai raising the red flag on data centers – sending several stocks lower today. We drill down on the details and the sectors most impacted. Plus, Apple announced its dates for WWDC. We discuss what investors need to be watching from that event. And, Saira Malik from Nuveen breaks down her Q2 playbook and the pockets of opportunity she is seeing in the market right now.
Carson Group’s Ryan Detrick and Evans May Wealth’s Brooke May break down the latest market trends and today’s big rally. Morgan Stanley Global Chief Economist Seth Carpenter weighs in on the economy and impact of tariffs talk. Twilio CEO Khozema Shipchandler discusses AI’s impact on business—and how the company is using AI internally to drive efficiency. Alan Ratner, Managing Director at Zelman & Associates, analyzes KB Home’s earnings. Plus, former Intel CEO Pat Gelsinger gives his first interview since being ousted from the helm of the chipmaker and an inside look at how China is courting US CEOs (again) with our Eunice Yoon.
How much can stocks keep rebounding if daily tariff twists and turns keep coming? We discuss with Solus’ Dan Greenhaus, Stephanie Aliaga of JPMorgan Asset Management and Neuberger Berman’s Shannon Saccocia. Plus, top analyst Mike Mayo is forecasting 20% upside in one bank stock. He tells us which one and why. And, Allianz’ Mohamed El-Erian tells us where he sees stocks headed from here.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks on a rollercoaster ride, giving back big early session gains as investors remain cautious about the economy. Nike shares higher in after hours trading after beating wall street’s earnings estimates. Oppenheimer’s Brian Nagel discusses whether Nike’s turnaround is finally in full force. Fedex shares however under pressure after missing profit expectations and lowering its full year forecast. Evercore ISI’s Jonathan Chappell weighs in on whether now is the time to buy the stock. And Affirm CEO Max Levchin reacts to rival Klarna taking over its buy now, pay later partnership with Walmart and if he is starting to worry about the state of consumer spending.
Planet Labs marked its first quarter of profitability by adjusted EBITDA. The satellite imagery and earth observation data company saw its backlog surge in the fiscal fourth quarter by 115%. Co-founder, Chair & CEO Will Marshall joins Morgan Brennan to discuss the quarter and why he sees the company as being at an inflection point.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks snapping a 2-day win streak as Tech & Communication services drag down the market. Bespoke’s Paul Hickey says he thinks the market is trying to find a bottom right now and expects that to happen over the next few weeks. Envestnet’s Dana D’auria says she still sees big opportunities overseas. Apollos Global Management Chief Economist Torsten Slok tells us what he’s expecting from the Federal Reserve’s interest rate decision on Wednesday and how President Trump’s tariffs will impact the economy. Nvidia CEO Jensen Huang giving the keynote at his company’s developers conference and announcing new Blackwell Ultra chips. Moor Insights & Strategy CEO Patrick Moorhead tells us whether those announcements are enough to help the stock rebound. And Quantinuum’s CEO discusses his new quantum research and data center partnership with Nvidia and when he plans to take the company public.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Investors continue to be excited by defense and national security tech. The latest case: Epirus, a weapons maker that specializes in electronic warfare that disrupts drones. CEO Andy Lowery joins Morgan Brennan to discuss the company's recent $250 million funding round and plans to scale production and the need for rapid innovation in defense.
Stocks rallying for a second straight day as the market tries to rebound from a 4-week sell off. Allianz Chief Economic Advisor Mohamed El-Erian on whether this rally is for real and how the Fed will have to deal with economic uncertainty. Invesco’s Kristina Hooper says small cap outperformance today could be a sign that investors are betting on a Fed interest rate cut. Former Council of Economic Advisers Chairman Jason Furman weighs in on whether investors will get more clarity on the market once President Trump’s reciprocal tariffs are put in place on April 2. And real estate developer Michael Shvo on whether falling homebuilder sentiment and DOGE’s federal workforce cuts could be a double whammy for the housing and office space markets.
How believable is this bounce? Stocks jumping just after one of the quicker 10% corrections on record and just ahead of a big Fed meeting. So, what should investors do next? We discuss with Chris Hyzy from Merril & Bank of America Private Bank, Courtney Garcia from Payne Capital and JPMorgan’s Jordan Jackson. Plus, Evercore ISI’s Roger Altman tells us what President Trump’s tariffs and policy changes could mean for your money. And, 3Fourteen Capital’s Warren Pies breaks down why he sees some potential economic weakness ahead.
Citi U.S. Equity Strategist Scott Chronert and Interactive Brokers Chief Strategist Steve Sosnick analyze the market’s latest moves. Former Bridgewater Chief Investment Strategist Rebecca Patterson weighs in on the Fed, gold’s surge, and currency markets. D.A. Davidson Managing Director Gil Luria breaks down Microsoft’s bullish call and what it signals ahead of Nvidia earnings. Mercer US Chief Investment Officer Olaolu Aganga shares insights on market volatility. Plus, our Kate Rooney on Y Combinator’s latest cohort and how AI is reshaping the startup landscape.
Should investors trust the bounce and how long can it last? We discuss with Hightower’s Stephanie Link, Trivariate’s Adam Parker and Shannon Saccocia from Neuberger Berman. Plus, star analyst Stacy Rasgon of Bernstein Research tells us what he will be watching from Nvidia’s AI developer conference next week. And, we drill down on some big moves in the software space today.
Schwab Asset Management CEO Omar Aguilar and Richard Bernstein Advisors CEO Richard Bernstein break down the latest market moves. Stifel Chief Equity Strategist Barry Bannister shares his outlook on equities and his Street-low S&P 500 target. Pangea Policy Founder Terry Haines discusses the government shutdown threat and tariff implications. Rubrik CEO Bipul Sinha joins to talk earnings and cybersecurity trends. Plus, Daring Fireball Author John Gruber on Apple’s AI struggles and what it means for the tech giant’s future.
When will the selling stop? We discuss with Solus’ Dan Greenahus and Lori Calvasina from RBC Capital Markets. Plus, we hear from Malcolm Ethridge from Capital Area Planning Group after he bought one big name at the center of the recent market turmoil. Meantime, we discuss if Apple is at a crossroads as that tech name gets hit with yet another bearish analyst call. Big Technology’s Alex Kantrowitz and CNBC’s tech reporter Steve Kovach both weigh in. And, top analyst Mark Mahaney tells us how he is navigating the volatility in the tech space.
BD8 Capital Partners CEO Barbara Doran and Truist Wealth Co-CIO Keith Lerner break down the latest market moves. Adobe CEO Shantanu Narayen joins to discuss earnings and AI innovation. Intel names Lip-Bu Tan as its new CEO; industry analyst Patrick Moorhead breaks down what it means. Niles Investment Management Founder Dan Niles weighs in on market volatility and the tech sector. Box CEO Aaron Levie on AI developments and the future of enterprise software. Plus, Wellington Management Fixed Income Portfolio Manager Brij Khurana on market trends and fixed income opportunities.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
White House aid Peter Navarro weighs in what’s next for trade policy and tariffs. Vital Knowledge Founder Adam Crisafulli and Calamos Investment Management Co-CIO Michael Grant break down volatile markets. IBM CEO Arvind Krishna joins exclusively to discuss AI innovation and enterprise demand. Yale School of Management Senior Associate Dean Jeffrey Sonnenfeld on CEO sentiment and the business impact of Trump’s policies. Plus, Moody’s Analytics Chief Economist Mark Zandi on recession odds, JOLTS data, and the CPI preview.
Hennion & Walsh Asset Management President & CIO Kevin Mahn and Morgan Stanley Wealth Management Executive Director Dan Skelly on the market sell-off and brutal beatdown in tech stocks. Delta Air Lines CEO Ed Bastian gives an update on demand and why domestic uncertainty is hurting consumers. Evercore ISI Senior Managing Director Julian Emanuel on how to trade stagflation worries. D.A. Davidson’s Gil Luria on Oracle earnings and what it means for the rest of the sector. Plus, ServiceNow CEO Bill McDermott on his company’s largest-ever acquisition and AI demand.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Unlimited CEO Bob Elliott and Kestra Investment Management CIO Kara Murphy on the markets’ wild week, plus EMJ Capital Founder Eric Jackson and T. Rowe Price Portfolio Manager Tony Wang break down tech positioning. Samsara CEO Sanjit Biswas on earnings. Coinbase CEO Brian Armstrong from the White House after attending the crypto summit. Raymond James Washington Policy Analyst Ed Mills on the shutdown deadline, tariffs, and policy.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Firefly Aerospace has made history with its commercial lunar lander Blue Ghost making a soft landing over the weekend—the second private operation to ever do so, and the first to do it without complications. The mission involved five payloads collected valuable data. CEO Jason Kim joins Morgan Brennan to discuss Blue Ghost’s successful soft landing, the company’s upcoming plans to launch its Alpha rocket and potentially launching lunar missions to Mars.
Rockefeller International's Ruchir Sharma on U.S. market weakness vs. international strength. Economist Claudia Sahm on jobless claims and the labor market, and analyst Dana Telsey on Costco and Gap earnings. Top analyst Stacy Rasgon breaks down Broadcom's strong quarter.
We break down what’s at stake for your money with our all-star panel including Sofi’s Liz Young Thomas, NewEdge’s Cameron Dawson and our own Kristina Partsinevelos, Seema Mody and Steve Liesman. Plus, Apollo Global Management’s Brian Fuertado reveals where he is seeking safety amid the market uncertainty. And, we drill down on some big moves in the energy space.
Former Ford CEO Mark Fields weighs in what the one-month delay in auto tariffs means for the stocks. Former Boston Fed President Eric Rosengren breaks down the Beige Book, jobs, and Fed policy after the latest economic data. Vital Knowledge's Adam Crisafulli and Wilmington Trust's Meghan Shue analyze the market landscape, and we cover key earnings from Marvell, MongoDB, Victoria’s Secret, and Zscaler. Plus, Christopher Rolland of Susquehanna on Marvell's earnings.
Where are stocks likely to go from here? We discuss with Trivariate’s Adam Parker and Fundstrat’s Tom Lee. Plus, Sycamore Tree’s Mark Okada tells us how he is navigating all the market volatility and economic uncertainty. And, Richard Saperstein from Treasury Partners makes the case for two sectors that have been beaten down this week.
Jon and Morgan lead a packed hour, covering today's roller-coaster ride in the market from every angle. We talk tariff concerns with BCA Research’s Marko Papic and former Walmart US CEO Bill Simon analyzinf the geopolitical and retail implications. Bespoke’s Paul Hickey and JPMorgan’s Phil Camporeale assess broader market moves. Earnings coverage includes Ross Stores, Nordstrom, CrowdStrike, and Flutter, plus Cantor Fitzgerald’s Eric Johnston on the macro picture and Joel Fishbein on cybersecurity giant CrowdStrike.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Jon and Morgan lead a packed hour, covering today's major selling from every angle. A market panel with Wells Fargo's Sameer Samana and iCapital's Anastasia Amoroso to break down the day’s action. Goldman Sachs' Greg Tuorto weighs in on small caps, while former Tesla President Jon McNeill discusses Tesla, tariffs, and EV policy. Later, Wedbush's Dan Ives hits the sharp turn lower in Nvidia and what to do with Apple. Morgan hits a bright spot in the market: European defense stocks.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
We have you covered from all the angles on the tense moments between President Trump and Ukraine’s Zelenskyy with former CFR President Richard Haass, Evercore’s Krishna Guha, plus the latest from the global reaction with our Eamon Javier’s at the White House. 3Fourteen Research Co-Founder Warren Pies breaks down the market reaction—including why stocks surged into the close. Chicago Fed President Austan Goolsbee talks inflation and productivity. Later, Jon covers a big winner in the cloud this week and Morgan has the latest Manifest Space.
Lane Bess is a long-time tech entrepreneur and investor – and an astronaut, having flown with Blue Origin twice. The former Palo Alto Networks CEO recently flew on the company’s 10th human spaceflight for a suborbital flight. He sat down with CNBC’s Morgan Brennan to discuss the mission, space tourism, and the future of AI in the space business.
Barbara Doran of BD8 Capital and Schwab’s Kevin Gordon join to break down the late-day slide in tech stocks, along with earnings from Autodesk, Duolingo, NetApp, Dell, HP, and Archer Aviation. Market insight from Neuberger Berman’s Joseph Amato, and Synopsys CEO Sassine Ghazi talks AI demand. Later, hear from Snowflake & C3.ai CEOs, and Julia Boorstin sits down with Paris Hilton.
The mega caps in retreat lately and the momentum that sent stocks to new record highs just over a week ago is fading. Alger’s Ankur Crawford and Virtus’ Joe Terranova break down their current strategies. Plus, Sara Naison-Tarajano from Goldman Sachs tells us how she is navigating tariff uncertainty. And, Saira Malik from Nuveen reveals where she is finding opportunities outside of tech.
In this CNBC Special Report, Nvidia CEO Jensen Huang joins Jon Fortt for his first interview after the company’s quarterly earnings --- to discuss the numbers, the outlook, chip demand, and the AI landscape. Plus – investor and analyst reaction to Jensen Huang’s comments and the impact on shareholders of one of the country’s most important companies.
A packed market panel as Bespoke’s Paul Hickey, Hightower’s Stephanie Link, and Moor Insights’ Patrick Moorhead join to break down earnings from Salesforce, eBay, Paramount, Snowflake, Synopsys, and AI player C3.ai. The panel sticks around for the big one: Nvidia. We have you covered from every angle. We also hear from Jefferies’ Brent Thill on Salesforce & Snowflake, CFRA’s Angelo Zino on Nvidia, and Bessemer’s Byron Deeter on AI’s broader impact.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Vital Knowledge’s Adam Crisafulli breaks down the market action. We dive into key earnings from Caesars, Intuit, Workday, and First Solar. Plus, Cleveland-Cliffs CEO Lourenco Goncalves on tariffs and the Nippon/US Steel deal while Intuit COE Sasan Goodarzi talks tax season and AI. Melius Research’s Ben Reitzes on what to expect from Nvidia as DeepSeek's progress rattles AI investors. Wedbush’s Nick Setyan joins to analyze Cava’s results.
As stocks and yields fall, concerns about the health of this market are rising. Black Rock’s Rick Rieder gives his exclusive take on where he thinks stocks could be headed from here. Plus, the so-called “Dean of Valuation” Aswath Damodaran from NYU sets us up for Nvidia’s big report out in Overtime tomorrow. And, Goldman Sachs’ Tony Pasquariello tells us how he is navigating the momentum names right now.
Invesco’s Kristina Hooper and Hennion & Walsh’s Kevin Mahn join to discuss the market. TIAA’s Neel Mukherjee breaks down the U.S. vs. global investing landscape — and why he still prefers the U.S. Taylor Morrison CEO Sheryl Palmer weighs in on homebuilders and the recent spate of weak data. Plus, Hamilton Lane Co-CEO Erik Hirsch on private markets and IPOs. Earnings from Zoom, Diamondback Energy and Cleveland-Cliffs.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
We have you covered from every angle of today's market sell-off. Unlimited CEO Bob Elliott and Truist Wealth Co-CIO Keith Lerner break down the market action. Fundstrat’s Tom Lee shares his take on the market, crypto, and his "Granny Shots" strategy. Housing analyst Ivy Zelman weighs in on recent weak housing data and homebuilders. Plus, Jefferies’ David Zervos on the macro outlook and Goldman Sachs’ Eric Sheridan on tech.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Autonomous shipbuilder Saronic is raising $600 million in a Series C funding round that—within a year— quadruples its valuation to $4 billion. CEO Dino Mavrookas joins Morgan Brennan to discuss the challenges and delays in miliary shipbuilding, the company’s $600 million Series C funding round, and making vessels that don’t require humans.
Innovator ETFs’ Tim Urbanowicz and CNBC’s Mike Santoli break down the market action. Our Phil LeBeau sits down with Rivian CEO RJ Scaringe to discuss the EV maker’s latest earnings. RingCentral CEO Vlad Shmunis joins before the earnings call to discuss the recent quarter. Plus, Unity Software CEO Matthew Bromberg on the company’s results and its new AI-driven ad platform. Morgan sits down with Lockheed Martin CEO Jim Taiclet for a rare and exclusive interview on the new administration, DOGE and more.
Forterra is in the business of autonomous vehicles…but not for the everyday driver. The startup has developed self-driving capabilities for defense and industrial customers, now announcing a production contract with the U.S. Marines to make Oshkosh’s Rogue Fire vehicles autonomous. CEO Josh Araujo and Chief Growth Officer Scott Sanders join Morgan Brennan to discuss its partnerships with defense contractors, taking soldiers and Marines out of harms way, and how the company’s technology can be used beyond the battlefield.
Does the momentum portend a rough patch for stocks overall? We discuss with Strategas’ Chris Verrone. Plus, JPMorgan Asset Management’s Gabriela Santos and Invesco’s Kristina Hooper weigh in on this time of uncertainty for investors. And, retailing legend Mickey Drexler weighs in on the health of the consumer and tells us where he is seeing pockets of opportunity in that sector.
Vital Knowledge Founder Adam Crisafulli and Carson Group Chief Market Strategist Ryan Detrick break down the latest market trends. Charles Schwab Chief Investment Strategist Liz Ann Sonders weighs in on the Fed minutes and what they mean for investors. Needham’s Laura Martin provides key insights on Apple and where it stands in the AI race after its new phone release. Plus, earnings coverage from Carvana, Klaviyo, and Host Hotels, with CEO James Risoleo joining to discuss the hospitality landscape. Also, defense stocks react to Pentagon budget concerns.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Evercore ISI's Julian Emanuel analyzes the market outlook and what he is telling clients as stocks sit near records. Our Angelica Peebles sits down with Pfizer CEO Albert Bourla to discuss drug pricing and industry challenges as the sector readies itself for HHS RFK Jr. Rockefeller International's Ruchir Sharma weighs in on China’s Xi-CEO meeting. Plus, Morgan sits down with Saronic CEO Dino Mavrookas, talking the company's new capital raise and its shipbuilding efforts while Jon talks with Abridge CEO Dr. Shiv Rao on bringing AI to patient care.
Several AI stocks surging today – from Oracle, to Dell, to Vistra and Vertiv - perhaps because of Elon Musk’s new AI model. We discuss with our panel of experts. Plus, Ferguson Wellman’s Mary Lago tells us how she is advising her high net worth clients right now. And, back-to-back Daytona 500 winner William Byron joins us at Post Nine.
Jefferies Chief Market Strategist David Zervos and RBC Capital Markets Head of US Equity Strategy Lori Calvasina join to break down the market landscape after a wild week. Our Kristina Partsinevelos digs into Nvidia’s latest 13F filing and its shifting investments. Twilio CEO Khozema Shipchandler discusses the company’s earnings results and what kind of AI return the company is seeing in an exclusive interview. Jefferies' Michael Yee weighs in on Moderna, biotech, and the potential RFK impact on markets. Plus, John San Marco previews Walmart’s earnings and the retail outlook amid tariff concerns.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Adam Crisafulli and Mike Santoli break down a packed earnings slate, including Airbnb, Roku, Coinbase, and more. Mark Mahaney joins to analyze Airbnb and Roku’s results, while DraftKings CEO Jason Robins weighs in on the company’s latest quarter and the impact from the Super Bowl. Citizens’ analyst Devin Ryan discusses Coinbase’s earnings, and Zoetis CEO Kristin Peck talks tariffs, avian flu, and the company’s portfolio. Plus, our Bertha Coombs reports on the growing coverage for sickle cell gene therapies.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Baiju Bhatt, co-founder of Robinhood, has set his sights on a new moonshot: space-based solar power. His new venture, Aetherflux, looks to hone solar power through a constellation of satellites—where each payload will transmit power to ground stations via infrared lasers. He joins Morgan Brennan to discuss his transition from financial technology to space, his vision for the technology, and what it could mean for surging energy demand on earth.
Barbara Doran and Kara Murphy join for a market panel as we analyze key earnings from Robinhood, Reddit, Cisco, and more. Mizuho's Dan Dolev weighs in on Robinhood’s results, while Citizens JPM analyst Andrew Boone breaks down Reddit’s earnings report. Dan Niles shares his take on CPI and the broader market, plus Emily Wilkins reports on the GOP tax plan. We wrap with Citi’s Drew Pettit on what’s next for equities.
What is the best strategy to navigate a more volatile market? Trivariate’s Adam Parker, Requisite Capital’s Bryn Talkington and Wells Fargo’s Chris Harvey reveal how they’re trading this space. Plus, Light Street Capital’s Glen Kacher tells us how he is playing the Magnificent 7 and the AI arms race. And, Former Dallas Fed President Richard Fisher reacts to today’s hotter than expected CPI.
Globalstar, which provides the space-based emergency services for Apple’s iPhones, is tapping MDA Space to build satellites for its next-gen communication satellites. MDA CEO Mike Greenley joins Morgan Brennan to talk the new contract, the future of connectivity, and how the Canadian company is navigating the possibility of tariffs.
We kick off a wild hour with Paul Hickey of Bespoke Investment Group and Jill Carey Hall of BofA Global Research breaking down earnings from Lyft, DoorDash, Gilead and more. DA Davidson's Tom White weighs in on Lyft’s results. Jon shares insights from DoorDash’s CFO Ravi Inukonda, including where the company is investing to continue scaling. Freshworks CEO Dennis Woodside joins to discuss earnings, and Anduril’s Palmer Luckey dives into defense under Trump, DOGE, and the company's latest news. Plus, Nucor CEO Leon Topalian on the impact of tariffs.
The Fed no doubt grappling with whether it should cut or not. The Wall Street Journal’s Nick Timiraos tells us what’s at stake in tomorrow’s CPI report. Plus, iCapital’s Anastasia Amoroso and JP Morgan Asset Management’s Jack Manley tells us what they think the tariffs could mean for the markets and your money. And, we break down the latest in the tech space amid the ongoing drama between Elon Musk and Sam Altman – as well as Apple’s potential new partnership.
Investors shrugging off more tariff threats from President Trump. The S&P 500 and Nasdaq higher for a 4th straight day while the Dow snapped a 2-day losing streak. Morgan Stanley Chief Global Economist Seth Carpenter discusses whether tariffs on all imported steel and aluminum as well as reciprocal tariffs could threaten the U.S. economy. PIMCO’s Head of Emerging Markets reveals where he sees opportunities around the globe because of the ongoing trade war. The CEO of Juniper Networks defends his company’s merger with HPE and says the Justice Department is getting it wrong by trying to block the deal. And the incoming CEO of Nokia reveals how he plans to increase competition in the networking space and take on companies like Juniper & HPE.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Intuitive Machines made history in 2024 with the first successful private lunar lander mission. Now, the company aims to do it again with its Athena spacecraft next month, carrying a collection of payloads. Intuitive Machines CEO Steve Altemus joins Morgan Brennan to discuss the mission, the business model and the company’s long-term vision.
Amazon is the latest megacap tech company to report earnings and we have you covered form every angle. Other names reporting include Pinterest, Expedia, Elf Beauty and Take-Two. Barbara Doran of BD8 Capital gives her take on what the earnings say about the broader economy. DA Davidson’s Gil Luria and Wedbush’s Scott Devitt break down Amazon’s results, while Seaport’s Aaron Kessler weighs in on Pinterest. Blackstone’s Kathleen McCarthy shares her outlook on real estate investing and why she is changing her tune for some office and retail opportunities. Suntory Holdings CEO Takeshi Niinami discusses the impact of tariffs on the alcohol industry for the maker of Jim Beam and Maker’s Mark. Plus, Qualcomm CEO Cristiano Amon on the company’s growing presence in autos amid tariff concerns.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Jon Fortt and Morgan Brennan break down a big night for earnings with insights from Adam Crisafulli of Vital Knowledge and Scott Chronert of Citi Research. Ford CEO Jim Farley joins for an exclusive discussion on the automaker’s latest results. Plus, Ben Bajarin weighs in on Qualcomm and Arm earnings, and MP Materials CEO James Litinsky unpacks China’s dominance in rare earths market and how his company is working to bring the supply chain back to America.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
A high-stakes earnings day with deep dives into major tech and consumer names. Sand Hill Global Advisors CIO Brenda Vingiello joins alongside CNBC’s Mike Santoli to break down the market reaction. Alphabet, Snap, and AMD are in the spotlight, with expert analysis from Roth MKM’s Rohit Kulkarni and Susquehanna’s Christopher Rolland. Plus, a key conversation on the U.S. approach to digital assets with White House AI & Crypto Czar David Sacks. Also on the docket: Jon Fortt’s exclusive sound from IBM’s CEO.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
A packed show covering the latest in markets, earnings, and tech policy. Adam Kobeissi, Editor-in-Chief of The Kobeissi Letter, and Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, break down key market trends and positioning. A deep dive into Palantir’s earnings with a head-to-head debate between Dan Ives of Wedbush and Jefferies analyst Brent Thill. Plus, Booz Allen Hamilton CEO Horacio Rozanski joins exclusively to discuss the ripple effects tariffs and Trump 2.0. Our Eunice Yoon has fresh reporting on the ground in China taking a look at how the economy there is handling tariffs.
Just how vulnerable – or insulated – is the U.S. economy under various tariff scenarios? We break down the latest in the trade war and what it might mean for your money with Dan Greenhaus from Solus, Sameer Samana of Wells Fargo and Invesco’s Kristina Hooper. Plus, former Dallas Fed President Richard Fisher tells us what the tariffs could mean for the Fed and inflation. And, star technician Jeff DeGraaf says he is watching one key sector in the market right now – because if you lose that sector, you could lose the whole market. He explains which one and why.
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives a deep five on the markets and how her clients are positioning. Our Seema Mody reports on the Nvidia CEO Jensen Huang's visit to the White House. Joseph LaVorgna, Chief Economist at SMBC Nikko Securities America, talks tariffs and the potential econnomic impact. Morgan has an exclusive interview with Baker Hughes CEO Lorenzo Simonelli after strong earnings. Alexis Ohanian, Reddit co-founder, talks DeepSeek, the promise of AI and the cultural shifts in tech. Morgan interviews the Fire Earth Alliance for her latest Manifest Space, on how the company is transforming how fires are prevented.
We break down all of the latest developments from DC and what it could mean for your money with Washington Correspondent Megan Cassella and CNBC’s Senior Economics Reporter Steve Liesman. The Wharton School’s Jeremy Siegel tells us what he’s forecasting for stocks in the weeks ahead. Plus, star Apple analyst Erik Woodring from Morgan Stanley joins with his first reaction to that company’s quarterly report. And, noted value investor Scott Black reveals his top picks.
Public-private partnership Earth Fire Alliance includes Google, the Gordon and Betty Moore Foundation, The Minderoo Foundation, Environmental Defense Fund—and Muon Space. Fire Alliance Executive Director Brian Collins & Muon Space CEO Jonny Dyer join Morgan Brennan to discuss using space technology and AI to detect small fires before they become large and devastating, helping incident commanders make better-informed decisions about resource allocation.
It's another huge day of Big Tech earnings with the biggest company of all: Apple. Barbara Doran, CEO of BD8 Capital Partners, and Jose Rasco, CIO at HSBC Global Private Banking kick things off with where we are in the market right now.
We break down earnings from Intel, KLA, Visa, Deckers, and U.S. Steel.
Patrick Moorhead of Moor Insights discusses Intel’s report.
We break down Apple from every angle withBarbara Doran, Patrick Moorhead, and Maxim Group’s Tom Forte, plus T. Rowe Price portfolio manager Tony Wang.
Morgan sits down with UPS CEO Carol Tomé as the company's stock posted its worst day ever after investors shied away from the company's disappointing revenue guidance.
What is riding on Apple results in Overtime? We discuss with Malcolm Ethridge from Capital Area Planning Group and Bryn Talkington of Requisite Capital. Top financial advisor Rich Saperstein from Treasury Partners tells us the one sector he is betting on in the wake of the Deepseek drama. And, we drill down on the big move in Caterpillar’s stock today.
It might be the most important hour of earnings season: Meta, Microsoft and Tesla all report their latest numbers — and set the tone for what comes next in the market. Adam Crisafulli of Vital Knowledge and our Michael Santoli kicks things off before we hear from the companies.
Key earnings on deck include Microsoft, Meta, Tesla, IBM, and ServiceNow, with exclusive CEO commentary from Jon. Dan Ives of Wedbush joins to break down Microsoft, Meta, and Tesla results. Later, Gil Luria of D.A. Davidson offers deeper analysis on the tech giants' earnings.
The Fed kept rates steady and Cecilia Rouse, President of the Brookings Institution, and Apollo’s Chief Economist, Torsten Slok, providing crucial insight on what investors need to know from Fed Chair Jerome Powell's latest.
Jon shares exclusive sound from VF Corp. CEO Bracken Darrel on the company's turnaround efforts and Morgan checks in on the transports with an exclusive interview with Norfolk Southern CEO Mark George.
We kick off with Paul Hickey of Bespoke Investment Group and Charles Schwab's Kevin Gordon analyzing key market movements and economic trends.
Starbucks reports earnings as new CEO Brian Niccols changes come into sharper focus; Wedbush analyst Nick Setyan breaks down what's ahead.
F5 CEO François Locoh-Donou on the latest quarter. Commvault CEO Sanjay Michandani on protecting AI data and the implications of DeepSeek. Josh Wolfe of Lux Capital joins to discuss U.S.-China competition, defense tech, and the future of critical investments.
Walter Isaacson shares insights into Elon Musk’s evolving influence in politics and business, bringing his perspective as Musk’s biographer.
What does the future of investing in AI look like and has the game truly changed? We discuss with Big Technology’s Alex Kantrowitz and Alger’s Dan Chung. Plus, some are calling the Deepseek development a boon to startups looking for cash. Rich Heitzmann from FirstMark gives his take. And, we discuss some big moves in the Bitcoin miners – and what’s at stake for that group.
The deep sink today in AI stocks weighing on the Nasdaq. So, is this really a watershed moment for investing in that space? We discuss with our own Deirdre Bosa and Bernstein’s Stacy Rasgon. Plus, Fundstrat’s Tom Lee tells us the names he would be buying on today’s dip. And, Nvidia shareholder Doug Clinton reacts to the stock’s worst single-day market cap loss in history.
Bob Elliott of Unlimited and Steve Sosnick of Interactive Brokers discussing key market moves. Tech takes center stage as Dan Niles previews next week’s major earnings. Aspen Strategy Group Executive Director Anja Manuel joins to explore Trump’s impact on China and trade.
Speaks with Dr. Dajun Yang, CEO of Ascentage Pharma, about the first healthcare IPO of 2025. Hugh Son wraps up with insights on American Express and the strength of affluent consumers.
Stephanie Guild from Robinhood, NewEdge’s Cameron Dawson and Ayako Yoshioka of the Wealth Enhancement Group break down their predictions for the market this year. Plus, star investor Benchmark’s Bill Gurley weighs in on the drama between Elon Musk and Sam Altman. And, shares of Novo Nordisk jumped in today’s session on some critical obesity drug data. We explain all the details and what it could mean for the rest of the GL-P1 space.
Barbara Doran of BD8 Capital Partners and Crossmark Global Investments’ Bob Doll give their playbook for the market as earnings ramp up. Earnings from CSX and Texas Instruments. Susquehanna's Christopher Rolland joins to dissect TXN earnings and the chip sector, while Sheila Kahyaoglu from Jefferies on Boeing Q4 preannouncement.
Jon Fortt sits down exclusively with Twilio CEO Khozema Shipchandler on the company's new growth targets. Keith Rabois of Khosla Ventures on the Trump economy, Musk vs. Altman, and the future of Stargate.
Can stocks hit a new closing high and surge even higher from her? Solus’ Dan Greenhaus and New York Life Investments’ Lauren Goodwin weigh in. Plus, Goldman Sachs’ Meena Flynn – one of Barron’s 100 Most Influential Women in Finance – maps out her forecast for the market under a second Trump White House. And, top strategist Chris Verrone is flagging signs of life in one of 2024’s beaten down sectors.
Redwire is expanding into the defense market with its acquisition of aerial drone maker Edge Autonomy. Redwire previously won a Pentagon contract to build what is essentially an orbital drone...and that inspired a strategy to create a one-stop shop for "platform coverage" from the surface of the earth to the surface of the moon and beyond. Redwire CEO Peter Cannito joins Morgan Brennan to discuss the big bet on drones and what he expects from this next “Golden Age” of space.
Jon Fortt and Morgan Brennan guide you through an action-packed hour focused on market insights and earnings reports. Vital Knowledge's Adam Crisafulli and Truist Wealth's Keith Lerner set the stage with a comprehensive market panel.
Calamos Investments CEO John Koudounis on launching the first protected Bitcoin ETF. Alcoa CEO William Oplinger shares insights into the company’s latest earnings, and our Eunice Yoon has a special look at how Chinese sellers are getting ready for tariff uncertainty. Redwire stock is up 50% this week after announcing an acqusition; CEO Peter Cannito breaks down why investors are excited.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
It’s a jam-packed hour as earnings kick off in full force. Paul Hickey from Bespoke Investment Group and Mark Mahaney of Evercore ISI kick things off with a deep dive into the earnings landscape, including Netflix, United Airlines, and Capital One.
IBKR Chairman Thomas Peterffy on his company’s latest quarter and margin activity, while former NBC Entertainment Co-Chairman Ben Silverman unpacks Netflix’s earnings results and the company’s long-term strategy. Steve Bornstein, former CEO of ESPN, shares his perspective on Netflix's sports ambitions, and high-profile CEOs arrive at the White House for an AI announcement.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Jose Rasco of HSBC and Jim Paulsen of Paulsen Perspectives break down market dynamics. Jared Holz of Mizuho delves into the intersection of GLP-1 drugs and Medicare, while Mike Santoli provides actionable takeaways with his dashboards.
David Joyce from Seaport Research Partners analyzes Netflix’s latest moves, and Pramol Dhawan of PIMCO shares his expertise on emerging markets and India’s growth story. Luis Von Ahn, CEO of Duolingo, on the uptick in users learning Mandarin as TikTok ban looms, and Stifel’s Brian Gardner wraps up the hour with a look at Trump trade policies.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Hermeus is developing hypersonic aircraft – five times the speed of sound and across the Atlantic Ocean in roughly 90 minutes. The startup officially inaugurated its new facility in Florida with a series of successful engine tests, wrapping 2024 by ground testing its first aircraft. Now, the startup is nearing the Quarterhorse engine’s first flight. Co-founder & CEO AJ Piplica alongside Chief Revenue Officer Zach Shore join Morgan Brennan from the Reagan National Defense Forum to discuss the promise of hypersonic flight and the path to making it mainstream
We kick off the hour talking markets with Victoria Greene of G Squared Private Wealth and Ohsung Kwon of BofA Securities, analyzing today’s key trends. Our Leslie Picker provides critical takeaways on banks, setting the stage for tomorrow’s earnings. Former Cleveland Fed President Loretta Mester shares her take on CPI data, the Beige Book, and Fed policy, while Evercore ISI's Krishna Guha offers a deep dive into market strategies. Simon Freakley of AlixPartners discusses CEO priorities and challenges in 2025, including their biggest worries. Our Diana Olick reports on how LA wildfires are driving demand in the REIT sector, with insights into upgrades and trends for key players like Essex and Avalon Bay.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Morgan Brennan and Jon Fortt lead the hour with insights from Bespoke’s Paul Hickey and U.S. Bank’s Eric Freedman on the markets, plus Steve Liesman breaks down the latest PPI and CPI data. Bernstein's Courtney Breen provides an update on Eli Lilly’s performance after a guidance cut sunk the stock. Marko Papic from BCA Research discusses tariffs and the TikTok debate, while Stephen Yalof, Tanger CEO, explores the evolving retail and mall landscape. David George from Baird dives into bank earnings and JPMorgan developments, and Contessa Brewer reports on the latest fire risks. Plus, key takeaways from ICR with On Holding co-CEOs and Planet Fitness CEO Colleen Keating in her first interview in the role, and an update on Firefly in "Manifest Space."
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
2025 is kicking off with a series of lunar missions. As soon as next week, Firefly Aerospace’s Blue Ghost will launch for a 60 day voyage that will eventually take the lunar lander to the moon. Firefly Aerospace CEO Jason Kim joins Morgan Brennan to discuss the milestone moon mission, what he expects the $2 billion startup to accomplish this year, and what the incoming Trump administration could mean for space exploration
Courtney Garcia of Payne Capital and Daniel Skelly of Morgan Stanley break down the market's action today while Fundstrat's Tom Lee analyzes yields and speculative stock trends, including why he says everyone needs quantum computing exposure. Breaking news includes new CEOs at Liberty Media and USAA. Plus, Bill Perkins of Skylar Capital discusses natural gas dynamics and wild swings in energy markets while Bravo's Ryan Serhant weighs in on real estate and mortgages.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Top financial insights with Kara Murphy of Kestra Investment Management and Adam Crisafulli of Vital Knowledge kicking off with the market panel. Earnings from Cal-Maine, while Mark Mahaney of Evercore ISI dives into Meta's fact-checking efforts amidst social media changes. Sirius XM CEO Jennifer Witz talks the year ahead for audio and podcasts and the platform's growth strategy. Plus, the outlook for banking with BofA's Ebrahim Poonawala.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
It' an action-packed hour starting with market insights from Sameer Samana of Wells Fargo and Kristina Hooper of Invesco. Fubo shares soared on the back of announcing a combination with Hulu + Live TV; CEO David Gandler discusses the company’s new deal and what it means for streaming competition. Jason Furman, former CEA Chair, breaks down tariffs, the Trump economic agenda, and a rejected steel deal. Former Cisco CEO John Chambers weighs in on Sam Altman’s AI blog and the future of innovation. Plus, Oshkosh CEO John Pfeifer on the company's EV and robotics announcements.
Nvidia shares are back on the run as the stock looks to close about $150 a share for the first time since November. Kristina Partsinevelos tells us what’s at stake when CEO Jensen Huang speaks tonight. Plus, our all-star panel of Trivariate’s Adam Parker, NewEdge’s Cameron Dawson and American Century’s Mike Rode debate where stocks could be headed this year. Former Dallas Fed President Robert Kaplan tells us what he thinks is most important to the market right now. And, PIMCO’s Erin Browne breaks down her playbook for 2025.
Fed Governor Adriana Kugler joins to discuss the central bank’s outlook for 2025 and the data she is watching most closely. Jefferies' David Zervos gives his reaction to the interview and what was most important for investors. Ariel Investments’ Charlie Bobrinskoy highlights value stock opportunities for the year ahead, and Morgan Brennan gives a eulogy to the US Steel deal and a look at Shield AI's big 2024. Plus, Zscaler CEO Jay Chaudhry weighs in on the evolving cybersecurity landscape amid rising threats, including the recent China hack of US Treasury.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Shield AI has had a big year: the $2.8 billion startup’s AI technology was used to autonomously fly F16 fighter jets, rescue Israeli hostages, and detect Russian missile systems in Ukraine. Brandon Tseng, the company’s co-founder & president says a military transformation is occurring, and that international forces are moving faster than the U.S. in adopting new technologies. Tseng joined Morgan Brennan last month from the Reagan Nation Defense Forum to discuss the future of warfare, a new collaboration with Palantir, and what he’d like to see from the incoming Trump administration.
Markets kicked off the new year with a volatile session, ultimately finishing the day lower. Vital Knowledge’s Adam Crisafulli and Hennion & Walsh’s Kevin Mahn break down the market reaction. Our Hugh Son analyzing SoFi’s sharp drop, while RBC’s Tom Narayan offers insights on Tesla’s latest delivery numbers. Plus, Megan Cassella reports on the latest developments in the China Treasury hack, and Tony Wang of T. Rowe Price shares his tech playbook for 2025. Angelica Peebles on the latest in the bird flu outbreak, and Terry Haines weighs in on the political gridlock as the House Speaker vote looms.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Barbara Doran, CEO of BD8 Capital Partners, and Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, analyze the latest market movements. Julian Emanuel, Senior Managing Director at Evercore ISI, outlines his 2025 investment playbook, while Bess Freedman, CEO of Brown Harris Stevens, shares her outlook on the luxury real estate market. David Yarnold, former National Audubon Society CEO, discusses advancements in drones and surveillance technology, and Stacy Rasgon, Senior Analyst at Bernstein, provides key insights into Nvidia’s performance and future. Plus, the Santoli Dashboard tracks critical market signals, and we reveal the top-searched ticker of 2024.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Tech selloff enters third straight day. Noted investor Dan Niles shares how is positioning to take advantage. Invitation Homes CEO Dallas Turner offers perspective on housing and pending home sales, while former Walmart US COE Bill Simon analyzes consumer behavior during the holiday season. Pippa Stevens examines the natural gas market, and a discussion on AI, venture capital, and return-to-office risks highlights how businesses are adapting to evolving dynamics with former Evernote CEO Phil Libin.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks were volatile the day after Christmas. G Squared's Victoria Greene and Carson Group's Ryan Detrick break down market positioning. Dan Ives of Wedbush talks Apple approaching $4T valuation and rising price targets, while Mark Mahaney of Evercore shares his top internet stock picks for 2025, plus what investors need to know about Netflix's NFL debut. Palantir has had a remarkable 2024 run; we talk with early employee and investor Alex Fishman of Empros Capital about what's ahead. Plus, our Brandon Gomez breaks down the state of cannabis regulation and its impact on investors, and Pippa Stevens dives into the murky future of renewables after a challenging year. Finally, Kate Rooney explores Goldman Sachs’ predictions on AI’s transformative role in 2025.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
HSBC's Jose Rasco and Interactive Brokers' Steve Sosnick talks the runup in stocks and where to place your bets in 2025. Fundstrat's Tom Lee on how much higher tech stocks and bitcoin can go. Former Saks CEO Steve Sadove analyzes holiday shopping trends and why consumers are shifting their preferences from experiences to items. Banking groups are suing the Fed over the banking stress tests; Eugene Scalia, one of the attorneys representing the plaintiffs suing the Fed, on the legal clash between banks and the Fed and Steve Westly discussing Tesla’s outlook amid potential policy shifts under Trump 2.0. Plus, our Steve Kovach details Apple's renewed efforts in the smart home market while Julia Boorstin explores Netflix's bet on NFL Christmas programming.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks closed at session highs after surging in the final hour of trade. A panel featuring Charlie Bobrinskoy of Ariel Investments and Kevin Mahn of Hennion & Walsh kicks off the show with market insights. Key guests include former Ford CEO Mark Fields on what Honda and Nissan’s potential deal means for the auto industry, RBC’s Gerard Cassidy on the banking sector, and former United Airlines CEO Oscar Munoz on airlines’ 2025 trajectory. Emerging markets under a potential Trump 2.0 presidency are analyzed with PIMCO's Pramol Dhawan, while Pippa Stevens explores the uncertain future of energy stocks and potential pivots to gas-weighted producers. Julia Boorstin dives into the transformative role of AI in holiday shopping, highlighting innovations from Sierra AI, Perplexity AI, and tech giants Google and Amazon.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Earlier this week, SpaceX launched its third rocket in a 24-hour span to launch for SES, a communications satellite operator. The mission, launching the Luxembourg-based company’s O3B mPOWER satellites, will carry upgrades to address power issues experienced on earlier additions to the constellation. As the rocket awaited liftoff, SES CEO Adel Al-Saleh joined Morgan Brennan to discuss the future of broadband, competing with SpaceX’s Starlink, and the latest on the company’s $3 billion acquisition of U.S. based Intelsat.
Today’s show features a panel with BD8 Capital Partners CEO Barbara Doran and Morgan Stanley global Chief Economist Seth Carpenter on the market’s initial rebound from Wednesday’s massive sell off and whether the fade into the close is a red flag for stocks. Oppenheimer’s Brian Nagel reacts to Nike’s results and Evercore ISI’s Jonathan Chappell weighs in on Fedex’s numbers. And Advent Managing Partner John Maldonado discusses whether the Fed hinting at fewer rate cuts next year could hurt the outlook for dealmaking in 2025.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Today’s show features a panel with Jefferies Chief Market Strategist David Zervos and RBC Capital Markets Head of Equity Strategy Lori Calvasina on the markets massive sell off following the Fed’s latest interest rate cut. The Dow falling for the 10th straight day, the longest losing streak in 50 years! Niles Investment Management Founder Dan Niles reveals whether he thinks investors should be buying on this sell off – and where he is finding value right now. Nuveen Chief Investment Officer Saira Malik tells us whether she thinks a year end rally is in jeopardy. And Micron selling off after issuing weak guidance. Wedbush’s Matt Bryson explains why he thinks the stock is a buy on this dip.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Today’s show features a market panel with Bespoke Co-Founder Paul Hickey & iCapital Chief Investment Strategist Anastasia Amoroso on the Dow’s 9-day losing streak, its longest since 1978 and whether this is a buying opportunity or a warning sign for the market. The once red-hot stock Nvidia closing lower for the 8th time in 9 days. Bank of America Securities’ Vivek Arya on whether now is the time to buy that dip. BMO Capital Markets Evan David Seigerman reacts to Pfizer’s encouraging 2025 guidance. The CEO of Defense Contractor Parsons on the outlook for her industry under the incoming Trump Administration. And SGH Macro Advisors Chief U.S. Economist Tim Duy on whether he thinks the Fed should cut interest rates tomorrow.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Today’s show features a market panel with Charlie Bobrinskoy of Ariel Investments and James Demmert of Main Street Research, offering insights on current trends. Warren Pies of 3Fourteen Research shares predictions for 2025 while reflecting on 2024’s key market hits and misses. Ron Shaich, Panera Founder and Cava Board Chair, discusses the restaurant industry and consumer trends.. Charles Schwab’s Joe Mazzola unpacks findings from the latest STAX report and market implications for what retail traders are doing. Plus, an exclusive inside look at TSMC’s advanced chip factory in Arizona, showcasing groundbreaking developments in U.S. semiconductor manufacturing.
Defense tech has gone mainstream with a growing number of entrepreneurs and investors working in the incoming Trump administration. Katherine Boyle, a general partner at a16z, was dubbed an early investor to this trend, co-founding the VC firm’s American Dynamism practice in January 2020. Boyle joins Morgan Brennan from the Reagan Defense Forum to discuss Trump 2.0, the technologies she’s most excited about right now, and the outlook for her investment thesis.
Will stocks run or limp to the finish line this year? Perhaps the answer lies in what happens with tech which has seen a resurgence. We break down the big move in Broadcom and Apple’s massive run to $4 trillion. Plus, Payne Capital’s Courtney Garcia, NB Private Wealth’s Shannon Saccocia and JPMorgan Asset Management’s Jordan Jackson tell us what they’re forecasting for stocks. And, Former Cleveland Fed President Loretta Mester breaks down what she is expecting from the Fed next week – and what it is at stake for the economy.
Today's coverage kicks off with a market panel featuring Barbara Doran of BD8 Capital Partners and Phil Camporeale of J.P. Morgan Asset Management. Earnings highlights include RH, Broadcom, and Costco, with expert analysis from Bernstein’s Stacy Rasgon on Broadcom and DA Davidson’s Michael Baker on Costco. Globalstar CEO Paul Jacobs discusses investor day developments and reports of Apple Watch integration. Our Angelica Peebles reports on Vertex Pharmaceuticals’ non-opioid pain medication and its potential market impact.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
United Launch Alliance, a joint venture between Lockheed Martin and Boeing, blasted into 2025 with the launch of its long-awaited Vulcan Centaur rocket earlier this year. With a long history of launching national security missions, the company is now moving into commercial markets with the help of Vulcan and contracts with the likes of Amazon. ULA CEO Tory Bruno joins Morgan Brennan from the Reagan National Defense Forum to discuss the evolving launch market, what Trump 2.0 will mean for commercial space, and what the future of Boeing’s commercial space will mean for the company.
Today's show dives into Adobe's latest earnings with insights from Chair and CEO Shantanu Narayen. Schwab Senior Investment Strategist Kevin Gordon and Brooke May, managing partner at May Evans Wealth, hit key trends shaping the market action, while Citi's Drew Pettit unpacks the bank’s 2025 playbook for U.S. equity strategy. Plus, updates on the anticipated ServiceTitan IPO and Sarah Levy, Betterment CEO, on markets and retirement. Morgan goes deep on the intersection of venture capital and defense technology.
The mega-cap melt up rolls on … so what is next for stocks? Fundstrat’s Tom Lee breaks down his outlook for 2025. Plus, former Dallas Fed President Richard Fisher tells us what today’s CPI print could mean for the Fed’s next move. And, Deirdre Bosa explains what is behind the big drop in Uber’s stock today.
After stocks slid into the close today, our panel discussion with Adam Crisafulli of Vital Knowledge and Patrick Fruzzetti of Rose Advisors give you the market trends you need to know. Anu Aiyengar, J.P. Morgan's Global Head of M&A, shares insights on the state of deal-making and the driving force behind the recent flurry of announcements. Plus, interviews with Howard Hughes CEO David O'Reilly on meeting house demand and Cohesity CEO Sanjay Poonen closing the deal for Veritas’ enterprise data protection business unit—and what’s next on the road to an IPO. Key earnings reports from GameStop and Dave & Buster's and a deep dive explores how Taylor Swift’s record-breaking tour is transforming the entertainment industry.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Nasdaq takes center stage with major earnings reports from Oracle, MongoDB, and C3 AI. Jefferies Analyst Brent Thill joins to break down Oracle's results, while C3 AI CEO Tom Siebel offers insights on his company’s performance. Mobileye CEO Amnon Shashua shares key takeaways from Investor Day and the company’s China business. Plus, a market panel featuring Jill Carey Hall of BofA and Dana D’Auria of Envestnet discusses the state of SMID-cap strategy.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The S&P 500 and Nasdaq closed at record highs and Jefferies Chief Market Strategist and Unlimited CEO Bob Elliott break down what’s powering the latest leg higher – and what could derail the run. Morgan is in California at the Reagan National Defense Forum and she sits down for key interviews with Booz Allen Hamilton CEO Horacio Rozanski and Palantir CTO Shyam Sankar to talk the new partnership between the two companies and what investors need to know about the incoming Trump administration. Samsara CEO and co-founder Sanjit Biswas on the latest quarter and the negative investor reaction.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The S&P 500 recorded its first down day of December as stocks pulled back from record levels—but it was another busy Overtime session with earnings from Asana, HPE, Ulta, Lululemon, Victoria’s Secret, Rubrik, Docusign, Gitlab and Samsara. Oppenheimer analyst Brian Nagel breaks down why the “not that bad” quarter for the retailer is actually a positive sign. Rubrik CEO Bipul Sinha on the company’s blowout quarter and its growth momentum. ServiceNow Bill McDermott talks its AI strategy and partnerships. Plus, Bill Holdings CEO Rene Lacerte on his outlook for the small businesses and his own company’s stock run higher.
As records keep falling, should your exposure to stocks keep increasing? JP Morgan Asset Management’s Gabriela Santos, Virtus’ Joe Terranova and BMO’s Yung-Yu Ma discuss how investors should be positioning. Plus, Mark Okada from Sycamore Tree Capital Partners tells us what he thinks a second Trump term could mean for your money. And, we tell you what’s behind the big drop in Uber and Lyft today.
Alphabet CEO Sundar Pichai talks how search is going to change in the next year, plus its latest efforts in AI from Dealbook Conference. Morgan sits down with Vivek Ramaswamy at CNBC CFO Council to talk what his plans are for the Department of Government Efficiency. Synopsys CEO Sassine Ghazi on the latest quarter and the macro spending environment. Mirion CEO Tom Logan on partnering with big tech to use its nuclear technology.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The S&P 500 and Nasdaq closed at record highs but the action continued after the bell: closely-watched bellwether Salesforce reported earnings and Wedbush analyst Dan Ives breaks down the key numbers. Our Leslie Picker reports on BlackRock’s bet on private credit while Raymond James’ Global Head of Private Capital Advisory Sunaina Sinha Haldea on what Trump 2.0 means for private market investors. Pure Storage CEO Charles Giancarlo joins to talk earnings exclusively before the call. Plus, Iren co-CEO Dan Roberts talks powering the bitcoin and AI booms—and which is more important for his business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The S&P 500 notched its 54th record close of the year as markets get ready for a busy week of data and earnings. Allianz Chief Economic Advisor Mohamed El-Erian breaks down what will be most important for investors. Intel CEO Pat Gelsinger retired from his position; Jon takes a look at the winding road of his tenure and Moor Insights & Strategy's Patrick Moorhead shares what happens next. Klaviyo CEO Andrew Bialecki kicks off Cloud Week with a look at what social strategies are most effective for Cyber Monday.
Why are stocks still likely to rise in December? Cheryl Young of Rockefeller Global Family Office, Hightower’s Stephanie Link and Invesco’s Kristina Hooper debate where they think stocks could be headed into the new year. Plus, top technician Jason Hunter is raising the red flag on one key part of the market. And Citi’s Kristen Bitterly tells us where she thinks investors should be positioned in these final few weeks of 2024.
Anduril Industries is a fast-growing defense tech startup best know for attack drones, robot submarines and unmanned fighter jets. The company is now forging forward into the next domain: space. Earlier in November, Anduril won a $100 million contract with the U.S Space Force to upgrade its military satellite sensor network. The company is also developing its own spacecraft, partnering with other venture-backed space startups like Apex and Impulse Space. On this episode, Senior Vice President of Engineering Gokul Subramanian joins Morgan Brennan to discuss the next frontier.
The Dow and S&P 500 set record closes on this holiday-shortened trading day. Meantime, it was the best month of the year for the Dow. G Squared's Victoria Greene and HSBC's Jose Rasco break down what's ahead for investors. Wedbush's Dan Ives on Microsoft's prospects amid a potential federal investigation. Axon CEO Rick Smith on his stock's wild run higher. Flexport CEO Ryan Petersen on the headwinds retailers are facing into year-end. Brown Harris Stevens CEO Bess Freedman talks the luxury market since the election.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Neuberger Berman portfolio manager John San Marco gives his top retail picks for the holiday season. Former NEC Chief Economist Joe Lavorgna on what to expect under Trump 2.0. Tony Fadell, new Ledger board member, and Pascal Gauthier, Ledger CEO, on making a hardware product for digital currencies. Zeta Global CEO David Steinberg on early data signals from shoppers on what will win this holiday season.
Can the market continue to rotate its way higher and take advantage of those holiday-season tailwinds? Trivariate’s Adam Parker, Requisite Capital’s Bryn Talkington and Ned Davis Research’s Ed Clissold map out their forecasts. Plus Laurie Goodman from Jefferies tells us where she is finding opportunity outside of stocks and bonds. And, top retail analyst Brian Nagel tells us what’s at stake as we kick off a critical stretch for retail stocks.
The Dow and S&P 500 set record closes as the market shook off tariff and rates worries. Earnings from Autodesk, Workday, Nutanix, Dell, Nordstrom, Urban Outfitters and HP after the bell, plus Evercore analyst Peter Levine digs deep into CrowdStrike’s earnings report. Former Alcoa and Siemens CEO Klaus Kleinfeld weighs in on how companies are planning for potential tariffs from the incoming Trump administration. Sheryl Palmer is CEO of Taylor Morrison, one of the nation’s largest homebuilders. She discusses the slowdown in new home sales and mortgage rates. Plus, Priceline CEO Brett Keller on holiday travel demand and why this Thanksgiving could set travel records.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Former Cleveland Fed President Loretta Mester on Trump’s Treasury nominee Scott Bessent and what it means for the markets. She also talks next move from the Fed. Jersey Mike’s CEO Peter Cancro and 2x Super Bowl winning quarterback Eli Manning discuss their charitable efforts with the Meridian Health system. Peter also talks his company’s sale to Blackstone while Eli talks his business investments since retirement and the NFL’s recent approval of private equity investments in teams. Plus, UWM CEO Mat Ishbia on mortgage rates, the Fed and the Phoenix Suns.
How long can this rally last as investors game-out what the new Trump administration will mean for the markets? Morgan Stanley’s Chris Toomey and NewEdge’s Cameron Dawson break down where they see stocks headed into the end of the year. Plus, Vista Equity Partners’ Ashley MacNeill breaks down her 2025 software playbook. And, Kenny Dichter – Real SLX Founder – discusses the big business of sports betting.
Bitcoin traded above $99,800, closing in on the key $100,000 level. Michael Bressler and Benoit Bosc, x2B co-founders, talk what’s driving the crypto right now and just how much higher the price can go. They also talk their new business as traditional-finance-workers-turned-bitcoin-advisors. Ward Nye, Martin Marietta CEO on what infrastructure spending will look like under Trump 2.0. Plus, Jason Trennert, Strategas Chairman, on the macro picture right now.
How long will these favorable trends remain investor’s friend, as we enter an even stronger seasonal period with the bulls’ confidence riding high? 3Fourteen’s Warren Pies, Raymond James’ Tavis McCourt and Crossmark’s Victoria Fernandez break down their forecasts. Plus, Mithra Warrier from Citi tells us what she is expecting from hedge funds in the new year. And, Bitcoin closing in on $100K. EMJ’s Eric Jackson weighs in on what could be next for the crypto space.
Snowflake shares had their best day after reporting strong earnings. CEO Sridhar Ramaswamy on how the company is winning in the current environment. Bessemer Venture’s Byron Deeter weighs in on the resumption of the software trade and what’s next for Nvidia. Plus, Intuit CEO Sasan Goodarzi on the latest quarter and what the Department of Government Efficiency means for the company’s business.
Where is the post-election rally headed from here? Nuveen’s Saira Malik breaks down her forecast and tells us where she is seeing opportunity right now. Plus, Notable Capital’s Jeff Richards tells us how he is playing the tech space and where he’s putting money to work right now. And, we explain what’s at stake when Gap and Ross report results in Overtime.
Maybe the market’s most closely-watched earnings report, Nvidia, reported strong third-quarter numbers. The chipmaker beat analyst expectations for earnings and revenue and provided strong guidance. We have you covered from every angle with Bespoke’s Paul Hickey, Moor Insights & Strategy CEO Patrick Moorhead. Plus, one of the few analysts on the Street with a hold rating, DA Davidson’s Gil Luria, on what he needs to see to change his rating.
Live from the Schwab Impact 2024 Conference in San Francisco Charles Schwab’s Liz Ann Sonders tells us what she thinks could be next for stocks. Plus, Malcolm Ethridge of Capital Area Planning Group and Odyssey Capital Adviors’ Jason Snipe tell us what they are expecting from Nvidia earnings out in Overtime. And, we break down what’s behind bitcoin’s big run.
President-Elect Trump is set to be back in the White House, with space policy set to change accordingly. Former NASA Administrator Jim Bridenstine joins Morgan Brennan to discuss the future of the Artemis lunar program, space as the forefront of national security and geopolitics—plus, whether Bridenstine would consider rejoining the space agency.
Jon sits down with Microsoft CEO Satya Nadella at his company’s Ignite conference. They talk customer demand for Microsoft’s AI products, the new features unveiled today and the ROI on AI spending. Qualcomm CEO Cristiano Amon on the company’s revenue targets and its plans for diversifying. Plus, Leon Panetta on the escalating tensions between Russia and Ukraine.
What are the key forces that will tilt this indecisive market one direction or the other? Solus Alternative Asset Management’s Dan Greenhaus, Merrill and Bank of America Private Bank’s Marci McGregor and Bryn Talkington of Requisite Capital Management break down their market takes. Plus, top technician John Kolovos tells us why he thinks Bitcoin could hit $200K. And, Doug Clinton of Intelligent Alpha tells us what he is expecting from Nvidia’s report tomorrow after the bell.
How does the risk-reward equation break down for the final six weeks of the year? New York Life Investments’ Lauren Goodwin, Vantage Rock’s Avery Sheffield and Invesco’s Brian Levitt tell us what they’re expecting into year end. Plus, Sung Cho of Goldman Sachs tells us what’s at stake when Nvidia reports results this week. And, top retail analyst Matt Boss from JP Morgan breaks down what he is watching from Walmart, Target and Nordstrom’s big reports.
Stocks closed out a down week with declines across the major averages on Friday, led to the downside by tech. Morgan Stanley Global Head of Thematic and Macro Investing Ellen Zentner on what she is telling clients and RBC’s Lori Calvasina on what you need to know for the weeks ahead. Netflix is airing Jake Paul vs. Mike Tyson and promotor of the fight, Nakisa Bidarian, discusses what the event means for Netflix, Paul and the future of streaming sports. Jefferies’ Sheila Kahyaoglu on why defense stocks got hit this week—and what Elon Musk might have to do with it. Plus, FICO CEO William Lansing on the stock’s rip higher and how the consumer looks from his vantage point.
Where might the run for stocks and rates go from here? The Wharton School’s Jeremy Siegel, Hightower’s Stephanie Link and Ali Flynn Phillips of Obermeyer Wood break down their forecasts. Plus, star technician Jeff DeGraaf tells us how he is navigating the semi space ahead of Nvidia’s report next week. And, we tell you what to watch from all of the retail earnings coming up.
The second straight down day for markets as the post-election rally breather extended into Wednesday. Charles Schwab Asset Mangement CIO Omar Aguilar and Evans May Wealth's Brooke May break down the market action. Calamos Investment Management co-CIO Nick Niziolek on how to invest in emerging markets under the second Trump administration. Microstrategy's Michael Saylor on bitcoin's surge, his stock's run and what's ahead for crypto.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Rocket Lab has surged, beating estimates for a better-than-expected results for its third quarter. CEO Peter Beck tells Morgan Brennan that the company is seeing record momentum in all its businesses, from its space systems segment to small launch rocket demand. Looking beyond the quarter the rocket startup raised its Q4 revenue guidance and is readying its medium launch rocket Neutron for its first flight next year. Founder & CEO Peter Beck and Morgan Brennan discuss the quarter, what a second Trump administration could mean for space policy – especially with SpaceX’s Elon Musk in the mix—and what he’s most excited about for space exploration.
The post-election breather extended to its second day in a row as stocks lost steam in the final hour of trade. CFRA's Keith Snyder breaks down Cisco earnings. Greenlight's David Einhorn gives a new industrial pick he likes. Ibotta CEO Bryan Leach on the company's third results as a public company, how the consumer is faring and what the company plans to do if inflation returns to growth in 2025. Rocket Lab stock shot up more than 25% today; CEO Peter Beck talks the growth of the business, the company's plans under Trump 2.0 and how it is positioned relative to SpaceX.
Where are these markets likely to head over the next few months? Courtney Garcia of Payne Capital, HSBC’s Max Kettner and Capital Area Planning Group’s Malcolm Ethridge debate where they see stocks headed. Plus, top technician Jonathan Krinsky from BTIG says U.S. stocks seem to be the only game in town right now. He explains why. And we explain why Jetblue shares soared in today’s session.
Stocks had their first down day since the election as investors took a breather and Treasury yields rose. Earnings Instacart, Skyworks, Cava, Flutter. Top analyst, Mark Mahaney of Evercore ISI, takes a deep dive on Spotify earnings and why he likes the company. Ares Global Head of Wealth Management Raj Dhanda on top opportunities in private markets and how to allocate under Trump 2.0. Shift4 Payments founder and CEO Jared Isaacman on earnings, the consumer and space policy.
Can the markets’ pro-growth, risk-on message of the past week be trusted? And how has it changed the setup into the year’s final stretch? Our all-star panel of Sofi’s Liz Young, Metlift’s Drew Matus and Thornburg’s Emily Leveille break down where they stand. Plus, Sherry Paul of Morgan Stanley Private Wealth breaks down her year-end playbook. And, we run through what to watch from Instacart, Occidental Petroleum and Flutter when those names report in Overtime.
The Dow closed above 44,000 and the S&P 500 closed above 6,000 for the first time as stocks extend their bullish run since the election. Bespoke’s Paul Hickey and Envestnet’s Dana D’Auria break down what could be ahead through year-end. Apollo Global’s Torsten Slok on the Fed’s next move. Insulet CEO Jim Hollingshead on the company seeing strong demand for its insulin pump. IAC CEO Joey Levin on the company’s decision to explore spinning off its ownership in Angi—and what he might do with the cash.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Dow and S&P 500 had their best weeks since last November. Sunnova CEO John Berger talks his stock’s selloff since election day—and why the market has it wrong. Cloudflare CEO Matthew Prince talks the latest earnings, an update on rebuilding the enterprise sales team and protecting the 2024 election. Plus, Robinhood Chief Brokerage Officer Steve Quirk on how users are trading on the platform since the election.
With an already-strong bull market getting an extra kick from anticipated policy help and loosening Fed policy into a sturdy economy … what’s not to like? NewEdge’s Cameron Dawson, Truist’s Keith Lerner and Pointwealth Capital weigh in on where they see the markets – and your money – headed from here. Plus, Former Fed Governor Mishkin maps out what he is expecting from next week’s CPI print. And, RBC’s Lori Calvasina reveals her post-election playbook.
When it comes to capital in space and defense technology, the government and VC investors have remained king. But Leonid Capital Partners is doing something different: pivoting the industry to private credit. With the firm, companies—including clients like ABL Space Systems, Canopy Aerospace, Phase Four and more— can borrow against their government contracts. Co-Founder & President James Parker joins Morgan Brennan to discuss what’s enticing him now and the investing landscape writ large.
The S&P 500 and Nasdaq closed at record levels after the Fed cut by 25 basis points. Hightower's Stephanie Link and Jefferies' David Zervos break down what it means for investors. Earnings from Airbnb, Expedia, Block, Pinterest, Rivian, DraftKings, Affirm and Cloudflare. Affirm CEO Max Levchin talks about the latest results, latest trends on consumer growing and its growing number of merchant partners. Rivian CEO RJ Scaringe on why the company is seeing larger losses per car in than a year ago and what's ahead.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Dow, S&P 500 and Nasdaq all closed at record highs as stocks surged the day after Donald Trump's presidential victory. We break down what the next steps are going to be across the key sectors and for your money. Interactive Brokers' founder Thomas Peterffy talks about investors hoping for less regulation on Wall Street, while longtime tech investor Alan Patricof gives his take on what happens now for Big Tech and M&A. Plus, Anduril founder Palmer Luckey on the growing relationship between Silicon Valley and the Defense Department.
Keith Rabois, early investor in Affirm, Stripe, DoorDash and others, on why he is supporting Trump in the election—and why he changed his stance as a former Never Trumper. Chamber of Commerce CEO Suzanne Clark talks the business issues on the ballot and what is most important to the CEOs she represents. Plus, Lumen CEO Kate Johnson on her company's new deal with Google Cloud and why Big Tech is partnering with Lumen for building AI networks. Plus, investors sour on Super Micro's latest earnings.
What could the election’s result mean for this bull run? Our all-star panel of New York Life Investments’ Lauren Goodwin, iCapital’s Anastasia Amoroso and Charles Schwab’s Kevin Gordon reveal what they think is next for stocks. Plus, Glen Kacher from Light Street Capital tells us where he sees the mega-caps headed as we look toward the end of the year.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
How should investors play the next few weeks? Trivariate’s Adam Parker, Invesco’s Kristina Hooper and BMO’s Yung-Yu Ma reveal their playbooks. Plus, Aswath Damodaran from NYU Stern School of Business weighs in on tech valuations now that mega-cap earnings are in the rearview mirror. And, top technician Chris Verrone tells us how he is navigating the uncertainty surrounding the election and upcoming fed meeting.
Former PIMCO Chief Economist Paul McCulley talks what’s next for the Fed after the weak October jobs report—and why he says there should be 150 basis points more of cuts. Goldman Sachs managing director Eric Sheridan gives his tech playbook after six of the Magnificent 7 have reported earnings and what trends he is watching in next weeks reports. Plus, Cleveland-Cliffs CEO Lourenco Goncalves on the company’s just-closed acquisition of Canada-based Stelco, the 2024 election impact on the steel industry, and why he calls the United States “sick” due to tariffs and imports.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
As the general election broaches, what is the future of space policy? Investors see the space economy as a bipartisan issue, with gains to be made on either side. On this episode, Space Capital’s Chad Anderson joins Morgan Brennan to break down his space investing thesis, how China is moving at “breakneck speed”, and SpaceX.
Nearly $5.5T in earnings reported after the bell, including behemoths Apple and Amazon. We have you covered with instant analysis and reaction from every angle. Plus, Pat Gelsinger, Intel CEO, discuss his company’s earnings, the outlook for the business and moving forward after some difficult quarters. iPhone co-creator Tony Fadell weighs in on Apple Intelligence and the company’s larger strategy with AI.
What lies ahead for your money over the remainder of the year? NewEdge’s Cameron Dawson breaks down what she’s expecting for stocks into year-end. Plus, Meena Flynn of Goldman Sachs tells us how she is navigating the uncertainty surrounding the election, earnings and the upcoming Fed decision. And, we run through what to watch from Apple and Amazon when those company’s report in Overtime.
Tech heavyweights Microsoft and Meta reported their latest numbers. We have you covered with instant analysis and reaction from Wedbush’s Dan Ives and Roth MKM’s Rohit Kulkarni. Coinbase Co-Founder & CEO Brian Armstrong talks about his company’s latest quarter and the broader crypto industry’s efforts ahead of the election. Plus, Doordash CFO talks reaching GAAP profitability for the first time.
Is the tech trade about to make another major move higher in the weeks ahead? Trivariate’s Adam Parker, Sofi’s Liz Young Thomas and Invesco’s Brian Levitt debate where they stand. Plus, Alger’s Dan Chung – a Microsoft and Meta shareholder – tells us what he is expecting from those names when they report after the bell. And, we run through what to watch from Robinhood and Starbucks earnings.
The earnings parade rolls on with Google, EA, Visa, Chipotle, Snap, AMD, Reddit and more. We have instant analysis and reaction from Evercore's Mark Mahaney, Bernstein's Stacy Rasgon and DA Davidson's Gil Luria. Plus, Chipotle interim CEO Scott Boatwright gives his first earnings interview in the role to talk his strategy for the company, the latest results and more.
Solus’ Dan Greenhaus, Payne Capital’s Courtney Garcia and BMO’s Brian Belski break down how they’re navigating a mega week for the mega caps. Plus, GeneDX CEO Katherine Stueland joins us to discuss her company’s big earnings beat. And, we reveal what to watch when Chipotle and AMD report results in Overtime.
Ford CFO John Lawler joins in an exclusive interview to discuss Q3 earnings, the company’s guidance and what’s ahead in the EV market. Lux Capital co-founder John Wolfe on launching Lux Labs to invest in the next American breakthrough and the rise in defense tech investing. Plus, RBC’s Lori Calvasina on what she’s watching for Big Tech earnings.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Tony Faddell, inventor of the iPod and co-inventor of the iPhone, joins to discuss the recent spate of bearish Apple headlines—and makes his case for why Apple has a strategic advantage in AI not just right now but for years to come. Plus, the fallout from WSJ’s bombshell report on Elon Musk and Russia and T. Rowe Price’s Tony Wang on how to position ahead of Big Tech earnings next week.
Between tech earnings and the election, the next two weeks are shaping up to be pivotal for the markets. Professor Jeremy Siegel tells us how he is navigating these upcoming events. Plus, 3Fourteen’s Warren Pies tells us why he sees stocks rallying into the year end. And, DataTrek’s Nick Colas is flagging what he says is a positive sign for the tech sector heading into 2025.
Morgan sits down with Palantir CEO Alex Karp and L3Harris CEO Chris Kubasik to talk the strategic partnership announced between the two firms, advancing AI in the military and defending America and its allies around the world. Compass CEO Robert Reffkin on the surge in new home sales and mortgage rates. Plus, digging into Tesla’s best day in over a decade.
How should you play these markets over the remainder of the year? Virtus’ Joe Terranova, Merrill and BofA Private Bank’s Marci McGregor and Capital Area Planning Group’s Malcolm Ethridge tell us how they’re navigating the next few months. Plus, Erik Woodring from Morgan Stanley sets us up for Apple’s earnings next week. And, all the details behind Southwest’s stock drop after striking a deal with an activist investor.
A wild day of tech earnings, including from Tesla, IBM, Lam Research, ServiceNow, plus Las Vegas Sands and Mattel. High-profile analyst Dan Ives reacts to Tesla’s numbers and former board member Steve Westly gives a bigger picture take on where the EV-maker stands. Jon spoke with IBM CEO Arvind Krishna and ServiceNow CEO Bill McDermott before the earnings call and brings those comments to you.
How could the new rate reality impact the road ahead for stocks? Wells Fargo’s Chris Harvey, Requisite Capital Management’s Bryn Talkington and HSBC’s Max Kettner break down where they stand. Plus, Ashley MacNeill from Vista tells us where she is seeing opportunity in the software and tech space. And, we tell you what to watch from IBM and Tesla when they report after the bell.
The CDC announced a link between McDonald’s and a multistate E. coli outbreak. Dr. Scott Gottlieb on what that means for the company and consumers. Morgan sits down with Norfolk Southern CEO Mark George for his first interview in the new role. Starbucks shares slid in Overtime after giving a Q4 warning and suspending its 2025 guidance. Plus, Evernote co-founder Phil Libin on tempering AI expectations.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Qualcomm CEO Cristiano Amon debuted his company’s new AI mobile chip right before joining to discuss the new chip’s performance, the AI strategy, Intel rumors and more. Glossier CEO Kyle Leahy breaks down her company’s sales, its foray into fragrance and if an IPO could be in the future. Plus, Morgan Stanley Global Chief Economist Seth Carpenter on the latest data the Fed is watching.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Maxar Space Systems is pioneering a new way to observe Earth from space. One of the original satellite manufacturing companies, CEO Chris Johnson joins Morgan Brennan to discuss the evolution of the company, advancements in satellite technology, and Maxar's role in NASA's Artemis program.
Netflix shares rose in Overtime after reporting earnings. We have you covered from all the angles: closely-followed analyst Mark Mahaney on the stock move; Propagate Content Chairman and former NBC executive Ben Silverman breaks down the content strategy and an update on the broader streaming wars; DoubleVerify is one of Netflix’s ad partners and its CEO discusses the streaming giant’s ad strategy and how it plans to grow. Plus, CSX CEO Joe Hinrichs on the health of the economy from his perspective and Robinhood Chief Brokerage Officer Steve Quirk on the company’s new Legend tool and the latest sentiment from the users.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Earnings season is in full swing and we have you covered with every angle. Get the numbers from CSX, Kinder Morgan, SL Green, Alcoa, Discover Financial, PPG and Steel Dynamics. Alcoa CEO William Oplinger talks the latest quarter and what impact tariffs is having on his business. Lithium Americas and GM announced a joint venture to developed a key mine in Nevada; LAC CEO Jonathan Evans on what the deal means for his company and the production timeline ahead. Plus, top analyst Laura Martin on what she wants to see from Netflix earnings this week and what to do with Apple stock.
Have markets fully sidestepped the seasonal pre-election weakness? JP Morgan’s Gabriela Santos and Alger’s Ankur Crawford reveal where they think the rally will go from here. Plus, Former Dallas Fed President Robert Kaplan maps out what he thinks the Fed’s next move might be. And, star chip analyst Stacy Rasgon tells us how he is navigating the volatility in the semi space this week.
Stocks retreated from early trading gains to close in the red. Bespoke’s Paul Hickey and Truist’s Keith Lerner break down the market action, plus earnings from United Airlines, Interactive Brokers and JB Hunt. Interactive Brokers founder Thomas Peterffy talks why consumers keep joining his platform, plus the early feedback from the company’s new election forecasting service. Allianz’s Mohamed El-Erian on the economy and the markets – and why a soft landing is becoming more likely. Brex and Navan, two CNBC Disruptor 50 companies, have teamed up for a new partnership on business travel expenses. CEOs Pedro Franceshi and Ariel Cohen join to break down the new offering, plus what they are seeing in the startup markets right now.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Nvidia notched a record close today, along with the S&P 500 and Dow. We break down what the next catalyst – or trap – could be for markets. Bernstein’s Stacy Rasgon on if Nvidia has more room to run. Famed emerging markets investor Mark Mobius breaks down the top opportunities he is seeing right now, along with the risks he sees around the globe. Sam Poser, Williams Trading retail analyst, on what lays ahead for new Nike CEO Elliott Hill as he takes the reins. Flexport CEO Ryan Petersen on a wild time right now for logistics and shipping companies: coming out of a major port strike and looking ahead to less time for shoppers between Thanksgiving and Christmas.
How much life is left in this overachieving bull run? And will good news on the economy continue to be treated as good for stocks? iCapital’s Anastasia Amoroso, Invesco’s Kristina Hooper and Citi’s Scott Chronert reveal where they stand. Plus, Warren Pies from 3Fourteen tells us why he is expecting a soft landing and a year-end rally. And, top technician John Kolovos thinks there’s more room for stocks to run… but it could be a bit of a bumpy ride. He explains why.
Writer just released its latest LLM and its scoring across a range of benchmarks is impressive. Co-founder and CEO May Habib joins to discuss how the company lowered the costs of training its AI model – and what that means for its competitive prospects. Our Kate Rooney reports on Warren Buffett’s under-the-radar winner. Plus, reaction to breaking financial news from Boeing and analyzing the financials earnings that sent that sector into record territory.
Equities just notched their fifth straight week of gains as optimism persists and the bull run enters its second year. Fundstrat’s Tom Lee, NB Private Wealth’s Shannon Saccocia, and RBC Capital Markets’ Lori Calvasina share their expectations for Q4 and beyond. Plus, Wedbush Securities’ Dan Ives defends his Tesla bull case on a difficult day for that stock. And, former Cleveland Fed President Loretta Mester reveals her expectations for rate cuts as inflation cools.
In the wake of Hurricane Milton – space companies like ICEYE are enabling real-time data and analysis of conditions on the ground. ICEYE U.S. CEO Eric Jensen joins Morgan Brennan to lay out how the company is collecting data of earth to help governments and companies respond faster and how the startup is channeling Apple to build its satellites.
AMD unveiled its newest chip at today’s Advancing AI event. CEO Lisa Su joins fresh off the stage to discuss the chip’s capabilities, the updated production schedule and how its improving its software to enable easier switching between competitors. Apollo Global Partner Stephanie Drescher talks the growing interest in private markets and where she sees top opportunities. Plus, a Tesla bear vs. bull debate ahead of tonight’s Robotaxi event.
Does a slower Fed mean smaller gains for stocks? Ed Yardeni of Yardeni Research, Newedge’s Cameron Dawson and Virtus’ Joe Terranova debate where they stand. Plus, T. Rowe Price’s Sebastein Page tells us why he is looking for opportunities to take on more risk right now. And, Charles Schwab’s Liz Ann Sonders and Kevin Gordon reveal how they are positioning into year-end.
The Dow and S&P 500 powered to a record close in today’s session; we have you covered from every angle with BD8 Capital’s Barbara Doran, Payne Capital’s Courtney Garcia and Citi Research Director of US Equity Strategy Drew Pettit. Our Steve Liesman breaks down the Fed minutes release from its last meeting. Nest Seekers International CEO Eddie Shapiro on luxury housing market.
Capital Area Planning’s Malcolm Ethridge, American Century’s Mike Rode and Obermeyer Wood’s Ali Flynn Phillips tell us where they think the rally is headed. Plus, top wealth advisor Richard Saperstein reveals his year-end playbook. And, Phil Lebeau explains what’s behind the drop in Boeing’s stock today.
Seeing increasing financial risk, S&P Global Ratings placed Boeing on credit watch with negative implications. Jefferies analyst Sheila Kahyaoglu breaks down what it means and the potential upside in the stock. Former Tesla Board Member Steve Westly on GM’s investor day and looks ahead to Tesla’s Robotaxi day. Carli Lloyd, 2x Olympic Gold Medalist, teams up with Betterment CEO Sarah Levy to launch a financial wellness campaign. She describes her path to financial wellbeing and security.
Trivariate’s Adam Parker, Truist’s Keith Lerner and HSBC’s Max Kettner debate where they stand. Plus, Avery Sheffield from VantageRock breaks down her market playbook. And, tech stocks had a wild week with several downgrades .. but it still outperformed in today’s session. Tech shareholder Jason Snipe weighs in on where he thinks the sector is headed.
Stocks slid lower in afternoon trading, with energy the only positive sector on the day. Niles Investment Management Founder Dan Niles breaks down where he is positioning, why he likes Meta right now and what to do with your money. Erik Hirsch, Hamilton Lane Co-CEO, has AUM of nearly $1T. Hear his bull cases for infrastructure in private credit and tokenization. Plus, Charles Schwab’s Head Trading & Derivatives Strategist Joe Mazzola on where clients are buying and selling the most right now.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Ark Invest’s Cathie Wood joins for a wide-ranging interview, including why she is upping her firm’s investment in OpeanAI, what she expects for next week’s Tesla Robotaxi event and her fund’s underperformance against the broader market. Plus, Jefferies’ David Zervos and Jason Furman break down the hot jobs report and what it means for the Fed going forward.
Wharton School Professor Jeremy Siegel tells us what he thinks is next for this resilient market rally. Plus, Roger Altman – founder of Evercore ISI – tells us what he is forecasting from the fed meeting in November. And, top technician Jeff DeGraaf breaks down what he is calling “the most important market call right now.”
The Department of Defense is prepared to award nearly $1 billion in loans to jumpstart technology critical to national security. The office, established in 2022, recently issued a Notice of Funding Availability laying out the criteria and application process for the Pentagon loans. The loans can be awarded to 31 categories ranging from quantum science to space propulsion. OSC Director Jason Rathje joins Morgan Brennan to discuss the new program and the intersection between technology and national security.
Stocks slipped in midday trading, but AI was a standout performer after Nvidia CEO Jensen Huang’s comments to Overtime about demand for its Blackwell chips. T. Rowe Price’s Dom Rizzo weighs in on the AI trade and what the next few years could look like. Claudia Sahm gives her take on the economy ahead of tomorrow’s major jobs report. Plus, Christie’s CEO Guillaume Cerutti on the art market and luxury spending levels.
NewEdge’s Cameron Dawson, Virtus’ Joe Terranova and Morgan Stanley’s Ellen Zentner break down how they’re navigating today’s volatility. Plus, Lo Toney from Plexo Capital tells us what he thinks is next for OpenAI after its massive funding round. And, we explain what’s behind the big drop in Hims & Hers stock today.
An exclusive interview with Nvidia CEO Jensen Huang. Hear why he says we are already in the next wave of AI – and what comes after that. Plus, Accenture CEO Julie Sweet joins Huang to discuss the potential of enterprise AI. Plus, Secretary Pete Buttigieg gives his first comments since the port strike began.
Trivariate’s Adam Parker, JP Morgan Asset Management’s Jack Manley and Wealth Enhancement’s Aya Yoshioka reveal their outlooks. Plus, OpenAI closed its latest round of funding. Kate Rooney breaks down all the details and Intelligent Alpha’s Doug Clinton tells us what this could mean for the broader AI space. And, Lauren Goodwin tells us what she thinks the fed’s latest move could mean for your money.
Stocks dipped lower as Iran launched a missile attack on Israel, but by the end of the session had clawed back most of their losses. Bespoke’s Paul Hickey and Jefferies’ David Zervos break down how to be defensive during this volatility, plus former Deputy Assistant Defense Secretary Roger Zakheim on what next steps might happen in the Middle East. Nike reported its final earnings quarter before new CEO Elliott Hill takes the helm; Oppenheimer analyst Brian Nagel reacts to the numbers and talks why he likes the stock, despite it being in the doldrums this year.
Today marks a new quarter for stocks with the economy, earnings , election and geopolitics all on investors minds. Morgan Stanley’s Chris Toomey – one of the country’s top investment advisors – reveals how he is navigating the market right now. Plus, star chip analyst Stacy Rasgon weighs in on the sell-off in the semi space. And, we break down what to watch when Nike reports in Overtime.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
How long can this bull run for stocks last? Solus Alternative Asset Management and BMO’s Brian Belski debate their outlooks. Plus, top technician Ryan Detrick tells us why he is banking on a rally into year-end. And, Carnival shares sank despite strong earnings. Seema Mody explains why – and what it could signal about the rest of the travel space.
OpenAI is telling investors its funding round should close by next week despite recent executive departures, our Kate Rooney reports. Madrona Managing Director Matt McIlwain gives his take on the high-flying startup as well as why he says private equity is becoming increasingly active in tech deals. Former Cleveland President Loretta Mester gives her take on the Fed’s next steps, the consumer and more. Plus, our Robert Frank reports on the sudden uptick in global luxury stocks.
What is the state of the soft-landing debate? And how are stocks set up heading toward the fourth quarter? Our all-star panel of JP Morgan’s David Kelly, 3Fourteen’s Warren Pies and Neuberger Berman’s Shannon Saccocia give their outlooks. Plus, AB Bernstein’s Aneesha Sherman weighs in on the state of the consumer and what to watch from Nike earnings next week. And, BofA’s Savita Subramanian says the uptrend in value stocks could continue. She makes her case.
The U.S. Commerce Department has unveiled a proposed a ban on Chinese software and hardware in connected vehicles on American roads—but it could expand to drones and other technology. Skydio co-founder & CEO Adam Bry joins Morgan Brennan on the heels of his company’s customer day. The largest maker of drones in the U.S., Bry and Brennan discuss the future of the technology, implications for public safety, & potential for package delivery by drones.
Investors cheered Southwest’s new three-year plan, unveiled by CEO Bob Jordan at today’s investor day. Jordan joins to discuss the steps the airline is taking to improve profitability while fending off activist investor Elliott Management. China stocks have been sharply higher this week after the government introduced measures meant to boost businesses. But Rockefeller International Chairman Ruchir Sharma isn’t so sure it will last. He shares why. Plus, Telsey analyst Joe Feldman reacts to Costco earnings.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
World leaders and policymakers are meeting for both the UN General Assembly and Climate Week this week: a primetime for Planet Labs’s latest product launch and satellite success. The company, which operates the largest earth observation constellation in low-Earth orbit, has unveiled the world’s first-ever forest carbon monitoring system at 3 meter resolution. Additionally, the publicly traded company revealed images from it new hyperspectral satellite, Tanager-1. CEO Will Marshall joins Morgan Brennan to discuss AI in the space race, and why he believes his company is positioning itself for a “multi-trillion dollar transition to a sustainable economy.”
Meta unveiled its long-awaited AR headset at its Meta Connect developers conference. Chief Product Officer Chris Cox joins for a rare interview to talk the company’s AI strategy, spending and election efforts. Micron jumped on strong guidance after earnings; CFRA analyst Angelo Zino on what to do with the stock. Our Pippa Stevens reports on the surge in nuclear energy demand thanks to AI while Cameco CEO Tim Gitzel discusses his company’s plans to meet that demand.
How much more can stocks rise? Fundstrat’s Tom Lee gives his expert market forecast. Plus, Meta held its annual “Connect” event today and announced a number of new hardware products and AI tools. Shareholder Gene Munster of Deepwater Asset Management tells us what he thinks this could mean for the stock. And, some big changes at OpenAI – Kate Rooney runs us through the details.
Oscar-winning director James Cameron is joining the board of Stability AI and he joins to discuss what AI means for the future of moviemaking. Morgan sits down for an exclusive interview with Commerce Secretary Gina Raimondo to discuss new proposals to ban some Chinese and Russian components from connected cars starting in 2027, plus the future of Intel. Earnings and analysis on KB Home, plus key investor takeaways from today's weight-loss drug pricing hearing on Capitol Hill.
Where can investors find the best opportunities in this bull market? Trivariate’s Adam Parker, New York Life Investments’ Lauren Goodwin and Invesco’s Kristina Hooper break down where they are seeing strength right now. Plus, top technician Chris Verrone tells us which parts of the market he thinks are about to break out. And, Novo Nordisk shareholder Michelle Ross of Stempoint Capital gives her first reaction to the Novo Nordisk CEO testifying on Capitol Hill over weight loss drug pricing.
The Dow and S&P 500 closed at record highs – and our Mike Santoli gives a few market measures on why investor risk appetite is nowhere near stretched. Needham’s Laura Martin and LightShed’s Walter Piecyk on what their channel checks reveal from the iPhone 16’s first weekend of sales. DA Davidson’s Gil Luria issued a rare downgrade for Microsoft stock – he says rivals are catching up on AI. Plus, PIMCO chief emerging markets portfolio manager Pramol Dhawan on global hotspots to check out for your portfolio.
Did the Fed just give the green light for more gains ahead? Blackrock’s Rick Rieder gives his take on the state of the market. Plus, venture capitalist Rashaun Williams tells us which growth names he is banking on right now. And, Leslie Picker caught up with Bank of America’s Brian Moynihan. We run through all the highlights – including what he had to say about the consumer.
The Dow closing at a record high again following Wednesday's interest rate cut by the Fed. Dow component Intel rallying into the close after sources say rival Qualcomm approached the chipmaker about a possible merger. Moor Insights & Strategy CEO Patrick Moorhead says a deal makes a lot of sense for both companies and could get approval by regulators. Apple's iPhone 16 officially going on sale today amid concerns about demand. Tony Fadell, the co-creator of the iPhone and iPod, discusses what's at stake for Apple and weighs in on the importance of AI. Constellation Energy announcing it is reopening the Three Mile Island nuclear plant and selling that power to Microsoft for its AI data center needs. And Veriten's Michael Bradley discusses where the opportunities are for investors in nuclear power.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Fed's 50 basis point cut sparking a major rally on Wall Street and sending the Dow & S&P 500 to record closes. Tech the big winner driven higher by semiconductor stocks. Guggenheim Securities' Sr. Managing Director Eric Mandl thinks there's a wave of M&A coming in tech and explains which industries could be most ripe for mergers. Nike announcing CEO John Donahoe is stepping down and will be replaced by long-time Nike vetaran Elliott Hill who is returning to the company. FedEx missing earnings estimates and shares under pressure after the bell. Barclays transportation analyst Brandon Oglenski explains why the stock is getting hit so hard. And Hubspot CEO Yamini Rangan discusses her company's new AI tools for small and medium businesses — and what her customers are saying about the state of their spending right now.
Polaris Dawn has done the impossible: making history with private citizens conducting a spacewalk. The extravehicular activity was done to test SpaceX’s new suits. Fresh off of splashdown, mission commander & Shift4 CEO Jared Isaacman joins Morgan Brennan to discuss the view from his walk, how this space mission compared to Inspiration4— his previous venture—and the path ahead for the Polaris Program.
How much fuel is left in the market’s rocket boosters after gains eight of the past nine days? Our all-star panel of NewEdge’s Cameron Dawson, Virtus’ Joe Terranova and Payne Capital’s Courtney Garcia debate where they stand right now. Plus, Morgan Stanley’s Sherry Paul tells us why investors should be recalibrating their portfolios now that we are in a rate cutting cycle. And, Apple got a big boost in today’s session and led the tech sector higher. We break down what’s behind that bounce.
Stocks closed mostly lower after the Fed cut rates by 50 basis points in the first cut since the early days of the pandemic. Jefferies’ David Zervos and BD8’s Barbara Doran discuss the market reaction and where stocks could head in the post-cut world. Investor Dan Niles talks about the impact on tech stocks and energy. Mark Mobius breaks down global market opportunities. Former Boston Fed President Eric Rosengren weighs in on where Fed policy could head next.
The Federal Reserve cut rates by 50 basis points today … and stocks fell in response. DoubleLine’s Jeffrey Gundlach gives his first take on what this could mean for the economy and your money. Plus, expert analysis from Senior Markets Commentator Mike Santoli.
The S&P 500 touched an intraday record the day before the Fed decision, where Wall Street is split on whether to expect a 25 or 50-basis-point cut. RBC’s Lori Calvasina, Vital Knowledge’s Adam Crisafulli, and Neuberger Berman’s Joe Amato all weigh in on their expectations and how the Fed could change the narrative. Shake Shack’s CEO Rob Lynch joins for his first interview since taking the helm at the company in May, with his read on consumer spending and Shake Shack’s place in the value menu wars. Plus Intuit’s CEO on the company’s new enterprise tools, Coursera’s CEO on the parts of the world benefitting from AI, and an update on Elliott’s activist battle with Southwest.
What should investors make of either a half or quarter point rate cut tomorrow? And where does that leave a market that seems priced for a soft economic landing? Rockefeller’s Cheryl Young, Sofi’s Liz Young Thomas and CIC Wealth’s Malcolm Ethridge break down their forecasts. Plus, DoubleLine’s Jeffrey Gundlach sits down with Scott Wapner one day before the Fed decision with his rate cut prediction. And, the Conoco Phillips CEO weighs in on oil prices and the broader energy sector.
AST SpaceMobile has successfully launched its first five Bluebird commercial satellites, in a major step towards building space-based service for smartphones. Founder & CEO Abel Avellan joins Morgan Brennan to discuss the company’s direct-to-cell service, how the business model compares to competitors like SpaceX’s Starlink, and whether the company has the cash it needs to build out a constellation.
Intel CEO Pat Gelsinger joins for an exclusive interview after a slew of news, including billions more in CHIPS Act funding, an expanded partnership with AWS, and a plan to set up a separate internal governance structure for its foundry business. Evercore ISI’s Julian Emanuel discusses the prospects of a 50-basis-point rate cut at this week’s Fed meeting. Bank of America Securities analyst Wamsi Mohan talks about demand for the latest iPhone Pro, as Apple’s stock takes a leg lower. Plus a side effect of the Fed decision that could add cash to Americans’ wallets, and the latest on the historic Polaris Dawn spaceflight.
Is the market’s growing confidence in that favored soft-landing scenario justified? And just how big are the Fed stakes for the fate of the bull market? Trivariate’s Adam Parker, Requisite Capital’s Bryn Talkington and Tavis McCourt of Raymond James debate where they stand. Plus, Former Federal Reserve Vice Chairman Alan Blinder makes the case for a 50 basis point cut at this week’s Fed meeting. And, Citi’s Mithra Warrier weighs in on the health of the hedge fund space heading into the end of the year.
Fundstrat’s Tom Lee joins to discuss the recent move higher in the markets after the S&P 500, Nasdaq post their best weeks of the year. Interactive Brokers Chairman Thomas Peterffy on his company’s proposal to offer betting on US elections. Boeing stock one of the few laggards today after one of its unions voted to strike; former United CEO Oscar Munoz breaks down the steps ahead.
Does the market have it right that the Fed can go big with its first easing move… without sounding an alarm about the economy? Professor Jeremy Siegel, Hightower’s Stephanie Link and Ned Davis Research’s Ed Clissold give their predictions. Plus, top Apple analyst Erik Woodring from Morgan Stanley tells us how he is navigating the stock as pre-orders kick off. And, Alger’s Ankur Crawford reveals how she is trading tech’s big week.
The tech outperformance continued in trading today. BofA’s Jill Carey Hall and Schwab’s Omar Aguilar break down how to play the current market. Adobe CEO Shantanu Narayen on the latest quarter and what’s next for the company. United Wholesale Mortgage CEO and Phoenix Suns owner Mat Ishibia on mortgage demand and sport valuations. Ron Shaich, Panera founder and Cava Chair, on how to win consumers in the current environment.
AST SpaceMobile has successfully launched its first five Bluebird commercial satellites, in a major step towards building space-based service for smartphones. AT&T has been a strategic partner of the company since 2018, as well as a key investor and beneficiary of the mass market. Fresh off the launch, AT&T Head of Networks Chris Sambar, joins Morgan Brennan to discuss the commercial partnership, how its venture differs from Verizon’s investment in the company, and the future of satellites for smartphones.
How should investors play the markets right now as the tape tries to broaden again? Solus’ Dan Greenhaus, Virtus’ Joe Terranova and Wealth Enhancement Group’s Ayako Yoshioka break down their market playbooks. Plus, Paul Rabil – Co-Founder and President of the Premier Lacrosse League – discusses all things sports and media rights and the league’s championship game this upcoming weekend. And, star analyst Stacey Rasgon weighs in on the recent comeback in chip stocks.
Stocks closed at session highs after a dramatic intraday turnaround, led by tech and chips. Goldman’s Eric Sheridan on what’s next for internet stocks and key takeaways from Communacopia conference. SHVO Ceo Michael Shvo on the journey behind reopening San Francisco’s Transamerica pyramid. Apllo’s Torsten Slok on the Fed. Sunnova CEO John Berger on the debate’s impact on solar stocks.
Altimeter’s Brad Gerstner joins Scott Wapner live from Goldman Sachs’ Communacopia conference talking all things tech. Plus, New York Life Investments’ Lauren Goodwin and Jason Snipe of Odyssey react to that big interview and discuss their forecasts for the market. And, shares of Novo Nordisk got a big boost thanks to some new weight loss drug data. We drill down on the details and what it could mean for the stock in the long run.
Tech outperformed on the session as stocks try to claw back last week’s losses. Vital Knowledge’s Adam Crisafulli and Truist Co-CIO Keith Lerner break down the market action while T. Rowe Price’s Tony Wang on the tech trade and top under-the-radar picks. ServiceNow stock hit an all-time high after introducing its newest AI offering: Xanadu. CEO Bill McDermott talks adoption of the company’s products in the new AI age. Piper Sandler analyst Scott Siefers on what happened today to drag down the financial sector stocks.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Breaking down Apple’s newest offerings with Creative Strategies CEO Ben Bajarin, plus Jon walks through his checklist for event. Rubrik CEO Bipal Sinha on the company’s second quarterly report as a public company. Analysis of the strong quarter from Oracle with Wolfe’s Alex Zukin. Plus, where to find opportunity with Bespoke’s Paul Hickey and Wells Fargo’s Sameer Samana.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The slide in tech stocks extended the Nasdaq 100 posting its worst week since July while the S&P 500 had its worst week of the year. We have you covered from every angle, including the market action with Jefferies Chief Market Strategist David Zervos, Kestra Investment Management CIO Kara Murphy and G Squared Private Wealth CEO Victoria Greene. Plus, Dan Niles on what to do with big tech stocks. Roblox CEO David Baszucki talks the company’s growth plan and Samsara CEO Sanjit Biswas on strong earnings.
The road ahead for stocks has gotten bumpier… but are there too many potholes to get around? Fundstrat’s Tom Lee, Solus’ Dan Greenhaus and Payne Capital’s Courtney Garcia break down their forecasts. Plus, Morgan Stanley’s Chris Toomey tells us how he is advising his clients ahead of this month’s critical Fed decision. And, homebuilders were a rare bright spot in today’s down tape. We tell you what’s behind that big bounce.
Within the next decade, thousands of satellites are set to head to space, but satellites may need to duck for cover. As more payloads enter low Earth orbit, space junk— debris from previous rocket launches, inactive satellites, and more—is also on the rise. LeoLabs is a startup that analyzes it all, and says number of active payloads it tracks has increased tenfold. With an additional 13,000 pieces of debris in orbit, what’s the future of space traffic management? CEO Tony Frazier joins Morgan Brennan to discuss the trajectory of space traffic, using AI to analyze satellites, and his six months on the job.
Cleveland-Cliffs CEO Lourenco Goncalves says in an exclusive interview with Closing Bell Overtime that the offer for US Steel is still on the table and he is working with JPMorgan and Wells Fargo on a plan. L3Harris CEO Chris Kubasik talks global threat levels, disruption in the defense sector and what impact the 2024 election will have. Secureworks CEO Wendy Thomas on what a possible deal for the company would look like. Plus, Bernstein’s Stacy Rasgon reacts to Broadcom earnings.
How much does tomorrow’s jobs report matter to the bull market? Charles Schwab’s Liz Ann Sonders gives her take. Plus, LA Rams president Kevin Demoff reacts to being ranked #2 on CNBC’s inaugural NFL valuations list. And, we break down what is behind Tesla’s big charge higher today.
Stocks pared losses into the close, but the Nasdaq was lower for the second-straight day as the slide in chips continued. C3 AI CEO Tom Siebel discusses the latest quarter in first comments before the analyst call while ZScaler CEO Jay Chaudhry breaks down the weak billings guidance that scared investors. Palo Alto Networks CEO Nikesh Arora on closing its IBM deal and the impact of Crowdstrike. Plus, Grant’s Interest Rate Observer founder Jim Grant on what’s next for inflation and the Fed.
Are we heading for another stretch of volatility? Sofi’s Liz Young Thomas, iCapital’s Anastasia Amoroso and BMO’s Yung-Yu Ma give their forecasts for stocks. Plus, Wells Fargo’s Chris Harvey tells us how he will navigate a potential rate cut and the upcoming election. And, CNBC’s Jim Cramer storms Post Nine with some breaking news on Nvidia.
A rough start to the trading month as tech and chip stocks sent the market lower. We have you covered from every angle. Plus, Moor Insights & Strategy’s Patrick Moorhead on reports of the DoJ subpoenaing Nvidia and former United CEO Oscar Munoz on what’s next at Boeing and Southwest.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From astronauts stuck at the I.S.S. to Blue Origin’s latest suborbital spaceflight, it’s been a big week for human spaceflight. Commercial players have dominated the skies since the development of the Commercial Crew Program—helping to kick off a new era of public-private partnerships in space. Lori Garver, NASA’s former Deputy Administrator, was a key architect in the program. She joins Morgan Brennan to parse through how Boeing can recover from its latest Starliner struggles, Polaris Dawn’s prospects of launch, and space policy come the November 2024 election.
Investors digest earnings from Nvidia during the trading session, sending the Nasdaq ultimately lower. Earnings today from Ulta, Autodesk, Dell, Lululemon, Marvell and MongoDB. Bernstein analyst Aneesha Sherman breaks down Lulu’s numbers. Google Cloud CEO Thomas Kurian and Accenture CEO Julie Sweet join in an exclusive interview to talk their expanded partnership in generative AI and cybersecurity, plus what their clients want from their offerings.
What are the best strategies for your portfolio right now? NewEdge’s Cameron Dawson, Invesco’s Kristina Hooper and American Century’s Mike Rode reveal their playbooks. Plus, several reports surfacing today about Apple’s big AI push. We break down all the headlines and get instant analysis from an analyst. And, we tell you what’s at stake when retailers Lululemon and Ulta report in Overtime.
We have you covered from every angle on Nvidia earnings – including instant reaction, what it means for the mega-caps and more. Bespoke’s Paul Hickey, Wealth Enhancement’s Nicole Webb and Moor Insights & Strategy’s Patrick Moorhead bring you the investor angle while CFRA’s Angelo Zino on what he is telling clients about the numbers. Plus, Madrona’s Matt McIlwain on what it means for big tech and the rest of the AI ecosystem. Other earnings include: Crowdstrike, Five Below, Pure Storage.
What’s at stake when Nvidia reports in Overtime? Our all-star panel of Stacy Rasgon, Stephanie Link and Josh Brown reveal what they’re watching from that report. Plus, star analyst Dan Ives says this is the most important earnings report this year. He explains why. And, top technician Jeff deGraaf is flagging some trouble in the charts. He explains what headwinds he thinks the market could be facing.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Amidst a broadening market … how reliant are we on Nvidia and other tech heavyweights? Solus’ Dan Greenhaus, NB Private Wealth’s Shannon Saccocia and Branch Global Capital Advisors Greg Branch debate their forecasts. Plus PIMCO’s Erin Browne tells us why investors should wait to buy the dip. And, it could be a new era for the NFL as team owners vote on private equity investing. We drill down on what that could mean for the league.
The Dow posted its first record close in over a month after last week’s Jackson Hole conference. Allianz’s Mohamed El-Erian breaks down the key messages from Powell and the Fed. G Squared’s Victoria Greene and Carson Group’s Ryan Detrick on today’s tech laggards and the rest of the market. Boeing announced SpaceX will bring home its astronauts; Jefferies analyst Sheila Kahyaoglu on what it means for the stock. Plus, Payoneer CEO John Caplan on consumer spending.
Now that rate cuts are all but confirmed … what is next for the rally? Requisite Capital’s Bryn Talkington tells us what she is expecting. Plus, Former Dallas Fed President Robert Kaplan gives his first take on Powell’s Jackson Hole speech. And, chip stocks got wrecked in today’s session. Seema Mody reveals what’s behind that drop.
Fed Chair Jay Powell signaled rate cuts are near after saying, “The time has come for policy to adjust.” Investors cheered the news, sending stocks broadly higher. Innovator Capital Management’s Tim Urbanowicz and Paulsen Perspectives’ Jim Paulsen break down how to position while 3Fourteen’s Warren Pies discusses the impact on housing. Plus, BofA Head of North American Banks Research talks what the cuts will mean for banking stocks and Mercer US CIO Olaolu Aganga gives top ideas and the opportunities in alternative investments.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks slid into the close as investors await Fed Chair Jerome Powell’s speech at Jackson Hole tomorrow; Goldman Sachs Chief US Economist David Mericle breaks down what’s at stake. BofA’s Savita Subramanian on top ideas. Plus, earnings from CAVA, Intuit, Ross Stores, Workday.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
A boom in private human spaceflight is on the horizon as more heavy-lift rockets come online. But at the ISS is set to retire in 2030, what is the future of space stations? Private players are stepping in to meet demand, with Gravitics, a Washington-based in-space infrastructure startup, a likely winner in the space. Founder & CEO Colin Doughan joins Morgan Brennan to discuss commercializing low-earth orbit, supplying hardware to commercial space stations, and its recent $125 million deal with Axiom Space.
Major averages moved higher in the final minutes of trade, sending the Dow higher for the month. Snowflake and Zoom report earnings; we have analysts on each to break down what you need to know. Plus, Liz Ann Sonders, Charles Schwab Chief Investment Strategist talks market positioning and navigating volatility. Our Robert Frank reports on LVMH’s Bernard Arnault recent investments in AI
Is there enough good news to keep stocks climbing toward new record highs? Hightower’s Stephanie Link, BMO’s Brian Belski and Thornburg’s Emily Leveille break down their forecasts. Plus, EMJ’s Eric Jackson tells us which tech name he recently sold out of… but is considering getting back into. And, we run you through what’s at stake from Zoom’s earnings report after the bell.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The S&P 500 and Nasdaq snapped eight-day winning streaks. But Fundstrat’s Tom Lee says he sees 40% upside in small caps before the end of the year as the Fed is expected to cut rates. Ariel Investments’ Charlie Bobrinskoy and Vital Knowledge’s Adam Crisafulli break down the broader markets. NYU’s Dean of Valuations, Aswath Damodaran, on why he prefers Amazon to Nvidia right now, plus Barclays analyst Matt Miksic on a rough day for Dexcom after strong Eli Lilly obesity data was published.
AMD one of the top performing S&P 500 stocks today after announcing it planned to acquire systems company ZT Systems for nearly $5B. CEO Lisa Su joins Jon in an exclusive interview to discuss the deal and what’s next for the company. Bessemer’s Byron Deeter on Palo Alto’s strong numbers and the future of the software sector. FuboTV CEO David Gandler on a judge’s decision to temporarily block a sport streaming service rival.
The broad-based equity rally may be evidence of revived upside momentum. New York Life Investments’ Lauren Goodwin, CIC Wealth’s Malcolm Ethridge, and Merrill and Bank of America Private Bank’s Chris Hyzy discuss whether the upswing can last. Plus, Deepwater Asset Management’s Doug Clinton reveals his pick for winner in AMD’s latest challenge to Nvidia. And, DataTrek Research’s Nick Colas shares his top two sectors for the remainder of 2024.
The major averages posting their best week of the year as recession fears ease following last monday's massive sell off. Tech the big outperformer this week and Wedbush's Dan Ives explains why he thinks there is no stopping the tech rally. Unlimited CEO Bob Elliott weighs in on the market rally and why investors are underexposed to gold which keeps moving higher. And the all civilian crew of the Polaris Dawn, including Billionaire Astronaut Jared Isaacman, discuss their upcoming historic first ever private space walk and the impact it will have on the space economy.
Only a few years after Jared Isaacman made history with the first all-private human spaceflight, he announced a new series of missions in partnership with SpaceX. He unveiled the Polaris program: a series of tech demonstration missions to culminate in the first crewed flight of SpaceX’s Starship. After thousands of hours of training, the first of the missions – Polaris Dawn—is scheduled to lift off from Kennedy Space Center as early as this month. The crew, including Mission Commander Jared Isaacman, Mission Pilot Scott Kidd Poteet, and Mission Specialists Sarah Gillis & Ana Menon, join Morgan Brennan from their training center at SpaceX HQ to discuss their training, expectations for their mission, attempting the first commercial spacewalk.
New highs may be back on the table with the major averages notching their best weekly gains for 2024. Charles Schwab’s Kevin Gordon, Payne Capital Management’s Courtney Garcia, and Steve Liesman set investors up for a big week ahead culminating in Fed Chair Jerome Powell’s all-important speech at Jackson Hole. Plus, Morgan Stanley’s Erik Woodring makes the case for more Apple upside. And, noted value investor Scott Black cracks open his playbook to share his top picks.
A strong session for stocks after strong consumer data and results from Walmart – we have you covered on this rally. Bespoke’s Paul Hickey and Citi’s Scott Chronert break it all down. Former Saks CEO gives his take on the spending levels and what’s ahead for the consumer. William Blair’s Jed Dorsheimer breaks down AMAT earnings. Plus, our Pippa Stevens is in Georgia at the first built-from-scratch nuclear reactors in 30 years, reporting on what’s next before PSEG CEO Ralph Larossa talks his company’s plants and what’s going to power growth for the utility giant.
The stock market’s remarkable run extends with retail sales data fueling hopes around a healthy consumer. Trivariate’s Adam Parker, Virtus’ Joe Terranova, and BNY Wealth’s Alicia Levine navigate what lies ahead for the Fed and investors. And, Bernstein Research’s Stacy Rasgon breaks down what’s fueling the move in chip stocks including market darling Nvidia. Plus, activist investors setting their sights on Apple and Nike among other widely held names. 13D Monitor’s Ken Squire brings us highlights from this week’s filings.
The U.S. Space Force was stood up in 2019 as the first new military service in over seventy years. Now, nearly five years since its establishment, the orbital battleground has shifted—towards what General Raymond calls the first commercial space war. Since retiring from active duty in 2022, General Raymond now serves as a senior managing director at Cerberus, and sits on the board of several space startups including Axiom Space and Impulse Space. He joins Morgan Brennan to discuss the risk of nuclear war in space, public-private partnerships and the state of the U.S. Space Force.
Anduril co-founder Trae Stephens talks the company’s new factory and its latest funding round. Former Fed economist Claudia Sahm on if her rule, the Sahm rule, is being overused by investors right now. Plus, The Hartford CEO Christopher Swift on the continued rise in insurance costs and our Phil LeBeua gives the latest on the Southwest activist battle with Elliott Management.
Stocks cautiously creeping higher with easing inflation back on the table. Goldman Sachs’ Jan Hatzius and Wharton Professor Jeremy Siegel break down their expectations for the Fed’s upcoming meetings. Plus, Solus’ Dan Greenhaus and Hightower’s Stephanie Link share their strategies as the rally gains ground. And, a difficult day for shares of Alphabet. Deirdre Bosa digs into the move.
Stocks rallied into the close and ended near session highs after a key inflation read came in lighter than estimates. The big corporate story of the day was Starbucks: hiring Brian Niccol away from Chipotle to be the new CEO. Starbucks recorded its best day ever; Barclays analyst Jeffrey Bernstein breaks down what is next for both companies. Tech investor Dan Niles on how to play the current volatility and navigating AI. Evercore ISI Vice Chairman Krishna Guha on the Fed and inflation. Plus, top-rated retail analyst Christopher Horver of JPMorgan on what to expect from Walmart and other retailers this week.
The market rebound takes hold after a softer-than-expected PPI print. BlackRock’s Rick Rieder joins exclusively to discuss where he’s seeking gains. Plus, Allianz’s Mohamed El-Erian sets investors up for a critical CPI report. And, Starbucks shares notching their best day on record after a CEO shake-up. Kate Rogers breaks down the move… and we dig into an activist shareholder’s influence.
Stocks slid into the final hour today ahead of a major week of data and consumer earnings reports. We get you set for the week ahead with Carson Group’s Ryan Detrick, Silvant Capital CIO Michael Sansoterra and RockCreek’s Afsaneh Beschloss break down the market action. Plus, Wolfe analyst Chris Caso on his QCOM downgrade that sent the stock lower and Deutsche Bank analyst James Shin on why Eli Lilly is his unicorn. Neuberger Berman’s Anthony Tutrone on top opportunities in alternatives and where private equity is getting active.
Investors anticipating a critical few days for stocks after a wild week on Wall Street. NewEdge’s Cameron Dawson, Wealth Enhancement’s Ayako Yoshioka and Greg Branch of Branch Global Capital Advisors debate their market forecasts. Plus, Stempoint Capital’s Michelle Ross maps out her playbook for the pharma and biotech space. And, Jetblue’s stock faced its worst day ever today. Phil Lebeau explains what is behind that drop.
Stocks stage another comeback attempt to claw back Monday’s gains. HSBC’s Jose Rasco and Charles Schwab’s Kevin Gordon break down where things in the market. BofA’s Robert Ohmes previews next week’s retail reports after executives warned about a slowing consumer. Mark Mobius on international opportunities and global volatility. ELF Beauty CEO Tarang Amin on the latest quarter, growing market share and the strength of the consumer. Axon CEO Rick Smith on growing demand for drones in law enforcement.
What might the market’s next move might be… and can this rebound be trusted? Fundstrat’s Tom Lee, Requisite Capital’s Bryn Talkington and BMO Wealth Management’s Yung-Yu Ma give their forecasts. Plus, Wells Fargo Securities’ Chris Harvey says buy stocks, not the market. He explains why. And, critical CPI data is looming over the market after a volatile week. We discuss what to watch and what is at stake.
CesiumAstro has cornered the market on an uncommon, but soon-to-be crucial part of the telecommunications market: phased array communications. The startup recently closed a Series B+ funding round with investors spanning across the Development Bank of Japan, L3Harris Technologies and Airbus Ventures. Founder & CEO Shey Sabripour joins Morgan Brennan to discus.
S&P 500 posted its best day of the year as markets claw back from Monday’s drop. Another earnings parade with Dropbox, Expedia, Gilead, Paramount, Take-Two, Capri, Unity and e.l.f. LightShed’s Brandon Ross breaks down the outlook for video games. Skylar Capital’s Bill Perkins on the energy trade, volatility and how traders are reacting to geopolitical strife. Plus, Waystar CEO Matthew Hawkins on the latest quarter and AI in health care.
Is it time to buy the dip or prepare for more intense volatility? Sofi’s Liz Young, JP Morgan Asset Management’s Gabriela Santos and Lauren Goodwin from New York Life Investments break down what they are forecasting. Plus, Plexo Capital’s Lo Toney reveals how he is navigating the tech trade right now. And, we tell you what to watch from Expedia and Take Two numbers in Overtime.
Stocks couldn’t hold their early gains and averages closed at session lows. Lumen stock has surged over 500% in a month; CEO Kate Johnson on AI demand and its recent deals. Masimo CEO on the stock’s best day in 10 years. Earnings from Warner Bros Discovery, Robinhood, Dutch Bros, Bumble, Zillow, AppLovin and more. Mizuho’s Dan Dolev breaks down Robinhood’s numbers.
What’s next for stocks as markets make their way through a turbulent week? iCapital’s Anastasia Amoroso, Merrill and Bank of America Private Bank’s Chris Hyzy and Ryan Detrick of Carson Group break down what they’re expecting next for the market. Plus, JP Morgan CEO Jamie Dimon shedding some light on his future at the company. Top banking analyst Mike Mayo gives his first reaction – and tells us what it could mean for the stock in the long term. And, Robinhood and Warner Bros. Discovery both set to report after the bell. We discuss what is at stake for both of those stocks.
Stocks rebounded slightly from Monday’s slide. Earnings from Amgen, AirBnb, Wynn, Super Micro, Instacart and Lumen. Robins CEO RJ Scaringe talks the latest quarter, production plans and more. Plus, Reddit CEO Steve Huffman in an exclusive interview on the company’s data licensing plans and growing revenue.
Should investors brace for more volatility … or is the worst over? Trivariate’s Adam Parker, NB Private Wealth’s Shannon Saccocia and Invesco’s Brian Levitt break down their forecasts. Plus, venture capitalist Rashaun Williams weighs in on tech valuations following yesterday’s big sell off. And, we tell you what is at stake when Airbnb, Instacart and Reddit report in Overtime.
Everything you need to know about why stocks tumbled today from Japan to the US, including from former Fed Vice Chairman Roger Ferguson, Morgan Stanley Wealth Management CIO Lisa Shalett and Apollo Global Chief Economist Torsten Slok. Plus, the DoJ’s victory over Google and Lucid CEO Peter Rawlinson on the latest quarter.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The selling in tech spread to the rest of the market today as all three major averages slid. Tech was hit hard as Amazon fell almost 10%; Goldman’s Eric Sheridan breaks down what’s going on under the hood. Jon sits down with intel CEO Pat Gelsinger as the stock falls over 25% for its worst day in over 50 years after saying it will suspend its diviend. Unlimited Funds CEO Bob Elliott, Neuberger Berman’s Erick Knutzen and Mariner Wealth’s Jeff Krumpelman on what to do with your money. Plus, Wells Fargo analyst Mike Mayo on a rare downgrade for Morgan Stanley and the broad selling in bank stocks today.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Amazon shares fell over 5% in Overtime after missing estimates on revenue and issuing disappointing guidance while Apple bounced between positive and negative on a mixed quarter. We have you covered from every angle on what you need to know from both earnings reports. Intel fell over 15% after a weak quarter. DoorDash CFO Ravi Inukonda talks the latest quarter as the stock rose sharply. Other earnings include Booking Holdings, Block, Roku, Coinbase and Snap.
The major averages sank in today’s session on the back of some weak data. Virtus’ Joe Terranova and CIC Wealth’s Malcolm Ethridge break down how they are navigating the big drop. Plus, Apple and Amazon are among some of the critical companies reporting earnings after the bell. Our expert panel tells us what to expect. And, legendary oil trader Mark Fisher reveals where he is seeing opportunity in the energy sector.
Ursa Major is having a change of the guard. Founder Joe Laurienti is passing the CEO title onto former Maxar CEO Dan Jablonsky. With the change to take effect next week, Morgan Brennan sits down with Laurienti and Jablonsky to layout the transition, the propulsion startup's gameplan going forward, and what it all means for growth.
A double-dose of major market-moving events: Meta earnings and the FOMC’s rate decision. Fed Chair Jerome Powell kept interest rates unchanged but said investors could expect a cut in September if current economic data continues. Meantime, investors cheered Meta’s latest quarterly numbers; top-rated analyst Mark Mahaney of Evercore and CFRA’s Angelo Zino break down the report. Plus, Qualcomm CEO on what powered the chipmaker’s strong quarter. Plus, other earnings from Arm, Lam Research, eBay, Etsy and MGM.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Microsoft kicks off Big Tech earnings with a cloud growth number that disappointed earnings and the stock moved lower in Overtime. We have you covered with instant analyst reaction. Other earnings include EA, Mondelez, Starbucks, AMD, Skyworks, Arista Networks, Live Nation. JetBlue CEO Joanna Geraghty on the company’s strong quarter and what’s ahead for the airline.
Microsoft is the big name that every investor will be watching after the bell. Trivariate’s Adam Parker and Alger’s Ankur Crawford reveal what is at stake for that name and the rest of the tech space. Plus, star chip analyst Stacy Rasgon tells us what he is expecting from AMD’s report in Overtime. And, a major move in Merck stock today. CNBC’s Angelica Peebles tells us what’s behind that big drop.
Four of the Magnificent 7 report this week and we have you covered with what to watch when the earnings come out. T. Rowe Price’s Dom Rizzo, who manages the Global Technology Fund, on what he’s expecting and which tech stocks he likes the most heading into the pivotal week. F5 Networks CEO on strong earnings, deal pipeline. Rockefeller International Chairman Ruchir Sharma on how the 2024 presidential candidates are positioned for deregulation. Plus, Renaissance Macro’s Jeff DeGraaf on what levels to watch in bitcoin and Altana CEO Evan Smith talks hitting unicorn status.
Is the tech trade really in trouble… or will this week’s critical earnings reports reverse the selling? Light Street Capital’s Glen Kacher breaks down what he is forecasting for the sector. Plus, Morgan Stanley’s Chris Toomey tells us how he is advising his high net worth clients right now. And, we drill down on the big moves in Tesla and McDonald’s stocks today.
A strong Friday couldn’t erase weekly losses for the S&P 500 and Nasdaq. Branch Global Capital’s Greg Branch and Citi’s Drew Pettit break down the market action. Goldman Sachs Chief US Economist David Mericle previews next week’s Fed decision and the current state of inflation. Madrona’s Matt McIlwain on next week’s big tech earnings and why he’s raising a red flag on Apple. Morgan sits down with Norfolk Southern CEO Alan Shaw in an exclusive interview.
Has the two week pullback and rotation away from tech reset valuations and expectations enough to refresh the rally? Or will the waters stay too choppy for comfort into the heart of earnings season and next week’s Fed meeting? Vantage Rock’s Avery Sheffield, 3Fourteen’s Warren Pies and HSBC’s Max Kettner reveal their predictions. Plus, Bill Miller IV tells us where he is finding opportunity in the crypto space right now. And, it was an ugly week for the tech trade. Steve Kovach tells us what to watch in the big week ahead – as we await numbers from Amazon, Apple and Meta.
Earnings from Norfolk Southern, Boston Beer, Deckers, Dexcom and more. Melius’s Ben Reitzes breaks down OpenAI’s SearchGPT news and what it means for Google, plus how he is thinking about the software sector right now and what could be the next catalyst for AI stocks. Morgan Stanley Global Chief Economist on the macro environment and next week’s Fed decision. Anu Duggal is the founding partner of Female Founders Fund; she walks us through what she is telling founders in the current market and why only 2% of VC dollars went to women founders in 2023. Plus, Jefferies analyst Sheila Kahyaoglu on the move higher in defense stocks.
The rocket industry is racing towards full reusability. It’s not just SpaceX’s Starship exploring the space. Stoke Space, founded by Blue Origin alumni, is developing Nova, a fully reusable medium-lift rocket. The startup also hopes to fly Nova as soon as late 2025. CEO Andy Lapsa joins Morgan Brennan to discuss the economics of fully and rapidly reusable rockets.
Is today’s bounce the real deal or just fleeting relief in a still-stressed tape? Liz Young Thomas from Sofi, Virtus’ Joe Terranova and Jack Manley from JP Morgan Asset Management weigh in on today’s market action. Plus, Google’s stock slipped on a big search announcement from OpenAI. A Google shareholder tells us how he thinks this could impact the stock. And, we drill down on all of the biggest earnings movers from today – and the names to watch tonight in Overtime.
A very busy day of earnings with Ford, IBM, Chipotle, ServiceNow and KLA reporting. Jon speaks with both ServiceNow CEO Bill McDermott and IBM CEO Arvind Krishna about the latest quarter. Plus, Chipotle CEO Brian Niccol on the consumer and OneStream CEO Tom Shea talks the company’s IPO, growth strategy and AI offerings after its first day of trading sent the stock 34% higher.
Charles Schwab’s Liz Ann Sonders, Hightower’s Stephanie Link and New York Life Investments’ Lauren Goodwin reveal how they view today’s big market move … and what they’re forecasting for the months ahead. Plus Yung-Yu Ma from BMO Wealth Management breaks down how he is viewing the tech trade amid today’s big slide in the mega caps. And, AT&T was a bright spot in a down tape today. Julia Boorstin explains what sent that name higher.
Tesla and Alphabet reported earnings and the stocks moved in opposite directions. We have you covered from every angle for these critical stocks, from instant analyst reaction to a Tesla former board member. Plus, reports from Texas Instruments, Visa, Mattel, Seagate and Capital One.
Will this earnings season serve as a support or a stumbling block to a fully valued market? Solus’ Dan Greenhaus, Merrill and Bank of America Private Bank Marci McGregor and Crossmark’s Victoria Fernandez break down what they’re expecting. Shareholder Ayako Yoshioka and Big Technology’s Alex Kantrowitz explain what is at stake for Alphabet’s report and for the broader tech space. And, top analyst Dan Ives tells us what he is watching from Tesla’s numbers.
Tech stocks staged a turnaround to start the week, helping lead the market higher. Vital Knowledge’s Adam Crisafulli and Richard Bernstein Advisors’ Dan Suzuki break down the market action and what’s ahead. Earnings from NXP Semi, Cadence Design, Cleveland-Cliffs, Zions and Nucor. Stifel’s Tore Svanberg on what NXP numbers mean for the rest of the industry. Mark Mobius on his top plays in emerging markets. Bessemer’s Byron Deeter on Silicon Valley and Kamala Harris, plus what’s next for AI and cloud companies. Bitwise Asset Management founder & CEO Hunter Horsley on his spot ether ETF on the eve of its first trading day.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Space Foundation, a nonprofit organization covering the global space industry, is out with its annual Space Report. Forecasting that the worldwide space economy is worth $570 billion, the group forecasts it’ll be worth $1 trillion. CEO Heather Pringle joins Morgan Brennan to discuss what’s propelling the growth, the challenges, and digs into the numbers in the report.
Netflix shares fell immediately following its Q2 earnings report but slowly pared the losses over the next hour. Former NBC Entertainment Co-Chair Ben Silverman breaks down what the latest numbers mean and the broader state of the entertainment industry while DoubleVerify CEO Mark Zagorski, a ad partner of Netflix, breaks down the ad tier. Plus, Evercore’s Julian Emanuel on managing a red vs blue portfolio as the election draws closer.
Stocks losing steam with losses accelerating into the close. Is this a midsummer squall to wash away excesses to refresh the bull market, or a more threatening change in the market weather? Joe Terranova of Virtus Investment Partners, a CNBC Contributor, as well as BMO Strategist Brian Belski and Alicia Levine, BNY Wealth Head of Investment Strategy all join to break down the final moments of the trading day. Plus, Netflix falling as that company prepares to deliver results after-the-bell, on the heels of raised street expectations and numerous price target hikes. We discuss what to watch for when those numbers cross the tape. And, Nuveen’s Saira Malik joins to discuss the big rotation of the year and where we go from here.
Investors sold off foreign chip stocks on multiple potential headwinds, including Nvidia down over 6%. Bernstein’s Stacy Rasgon breaks down what you need to know. Plus, earnings from United, Alcoa, Discover, SL Green and more. BD8 Capital’s Barbara Doran and Vital Knowledge’s Adam Crisfulli on the key takeaways. Analyst reaction to United and Discover’s earnings and Zelman & Associates’ Alan Ratner on the homebuilders trade.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Dow posts its best day in a year after a pop from UnitedHealth. G Squared’s Victoria Greene and Hennion & Walsh’s Kevin Mahn break down the market action. Earnings from JB Hunt and Interactive Brokers. Interactive Brokers CEO Thomas Peterffy breaks on the latest results, retail trading trends, and if he sees a Trump trade emerging yet. Former Toys R Us CEO Gerald Storch on the disappointing numbers from high-end retail so far, plus the breaking news Five Below is replacing its CEO. Our Kate Roger's has an exclusive first look at San Francisco mayoral candidate Mark Farrellâ’s plans to revitalize San Francisco’s downtown financial district.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Fundstrat’s Tom Lee breaks down the move higher in stocks and crypto today. Our Steve Kovach on why Apple climbed 2% today. US Chamber of Commerce CEO Suzanne Clark joins to talk about the group’s 3% growth goal and its call for candidates to embrace growth. As Google considers its larger-ever deal for cyber company Wiz, fellow cybersecurity vendor Arctic Wolf CEO Nick Schneider talks consolidation in the sector and what it means for tech giants to enter the space. Plus, former Truist CEO Kelly King on the bank earnings so far and the recent run higher in regionals.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks bounced back in a big way to end the week, with the Dow and S&P 500 setting intraday record highs. Envestnet’s Dana D’Auria and CFRA’s Sam Stovall break down the market action. Our Leslie Picker on the bank earnings so far. Goldman Sachs’ portfolio manager Greg Tuorto on top picks in small caps. Needham’s Laura Martin on what to expect when Netflix reports next week. Plus, Melius’ Ben Reitzes and Roth’s Rohit Kulkarni break down what is moving beneath the surface in tech stocks.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Relativity Space is a CNBC Disruptor 50 company, backed by BlackRock, Baillie Gifford and Fidelity. After launching its Terran-1 rocket, it’s now turned to its medium to heavy-life rocket, on pace to fly for the first time next year. CEO Tim Ellis joins Morgan Brennan to discuss the new rocket, the intersection of generative AI & 3D printing and more.
A strange market day saw the Russell 2000 gain more than 3% while the S&P 500 fell for only the second time in 45 years. Large-cap tech dragged down the broad index despite more winners than losers underneath the surface. Wells Fargo’s Scott Wren breaks down the market action. Guggenheim analyst Ronald Jewiskow on Tesla’s 8% move lower after a report saying it is delaying its Robotaxi event. Claudia Sahm, who created the Sahm rule, on if a recession is really looming. Jan Van Eck, VanEck Associates CEO, on the big moves in small-caps and crypto. Plus, Scott Cohn on CNBC Top States for 2024.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
S&P 500 closes above 5600 for the first time ever as that index and the Nasdaq set fresh record closes and Apple notched its 7th straight record close. BD8 Capital’s Barbara Doran and Bespoke’s Paul Hickey break down the market action. Carlyle Group’s Jeff Currie on the setup for the energy trade heading into the second half. Breeze Airways founder and CEO David Neeleman on TSA record numbers, the busy summer travel season and new routes and destinations of his new airline.
What should investors be watching ahead of tomorrow’s data and start of earnings season? Dan Greenhaus from Solus, Stephanie Link of Hightower and Jason Snipe from Odyssey Capital give their takes. Plus, Goldman Sachs Asset Management’s Sung Cho reveals the under-the-radar tech plays he is betting on right now. And, Max Kettner from HSBC tells us how he is navigating stocks in the second half.
Investors closely watching Fed Chair Jay Powell’s first day of testimony on Capital Hill. Rockefeller International’s Ruchir Sharma breaks down the major takeaways for investors while Goldman’s Lindsay Rosner talks the impact in the fixed-income market. Vistra is the third-best performing stock in the S&P 500 so far this year; CEO Jim Burke talks the AI demand story and what else is driving the company’s growth. Plus, our Phil LeBeau on the wild swings in used car prices and Julia Boorstin is in in Sun Valley tracking moves in the media sector.
How should investors navigate all that lies ahead? Sofi’s Liz Young Thomas tells us what she is expecting from upcoming data and earnings… and what it could mean for your money. Plus, Former Deputy Treasury Secretary Roger Altman tells us what he thinks the road ahead for the Fed might be and how the upcoming election could impact stocks. And, JP Morgan Asset Management’s Gabriela Santos reveals the themes she is watching in the second half, and the names she is betting on right now.
Renaissance Macro’s Neil Dutta makes the case for the Fed to cut rates at its meeting later this month. Shield Capital’s Raj Shah on how Silicon Valley learned to love the defense industry. Guggenheim’s John DiFucci downgrades ServiceNow.
If the economy is slowing and the Fed isn’t cutting – what’s next for this rally? Trivariate’s Adam Parker and Payne Capital’s Courtney Garcia give their forecasts. Plus, Boston Celtics Majority Owner Wyc Grousbeck discusses all things sports, the team’s record 18 championship wins and his sale announcement that stunned the sports world. And, Skybridge’s Anthony Scaramucci breaks down the fall in Bitcoin and tells us how he is navigating the crypto space right now.
Nasdaq and S&P 500 set record closes; Unlimited Funds’ Bob Elliott breaks down the market action. Apollo Global Chief Economist is still saying the Fed won’t cut rates in 2024. He makes his case. Neuberger Berman’s John San Marco on his top retail picks and consolidation in the sector. Guggenheim analyst Ron Jewiskow on why he’s still bearish despite Tesla’s major runup in July so far.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
After a weaker-than-expected ADP jobs report, CAVA CEO Brett Schulman breaks down hiring from his view and if the consumer is still spending. Value Investment Group's Rashaun Williams on VC's funding bounceback and sports valuations. Plus, reaction to the latest Fed minutes and what it means for your portfolio.
The Canadian Space Agency has awarded MDA Space $1 billion to develop an autonomous robotic arm for the lunar Gateway. The space station will serve as a lunar outpost and house Artemis astronauts for NASA and international space partners. MDA Space CEO Mike Greenley joins Morgan Brennan to discuss Canadaarm3, the new space race, and the critical role of AI and robotics in the lunar economy.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Is this slow grind more a show of the bull market’s resilience or evidence of short-term fatigue? Adam Parker from Trivariate, UBS’ David Lefkowitz and Ayako Yoshioka of Wealth Enhancement Group break down their point of view. Plus, RBC’s Lori Calvasina revised her S&P outlook. She explains the reasoning behind that and where she thinks the market is headed in the second half. And, Amazon hit another record high – gaining more than 7% in one week. We tell you what is behind that rally.
Matt Garman has been AWS CEO for a month. Jon sits down with him in his first interview since starting the role – he talks AI plans, power needs and capital spending. Booking Holdings CEO Glenn Fogel on the consumer, summer travel demand and global hotspots.
Should investors’ strategy shift as the market takes the turn into the second half? Solus’ Dan Greenhaus maps out his forecast for the next few months. Plus, Former Fed Vice Chair Rich Clarida breaks down his rate cut forecast and where the rally could be heading from here. And, EV makers Tesla, Nio and Li Auto popped in today’s session. We tell you what’s driving those moves higher.
After stocks closed out a strong first half and second quarter, Truist’s Keith Lerner and Citi’s Drew Petit, plus 3Fourteen Research’s Warren Pies, weigh in with their best ideas for the second half of 2024. Jon sits down with Nokia CEO Pekka Lundmark after the company buys Infinera for around $2B, plus an interview with MoviePass CEO Stacy Spikes on buying back the company and MoviePass’s second act. Former Kansas City Fed President Thomas Hoenig on recent data, Fedspeak and the consumer.
NewEdge’s Cameron Dawson, Invesco’s Kristina Hooper and CIC Wealth’s Malcolm Ethridge break down their second half playbooks. Plus, top strategist King Lip tells us where he is seeing opportunity in the tech space – and the one big tech name he is trimming right now. And, solar stocks sold off in today’s session. Pippa Stevens tells us what is behind that leg lower.
Former PIMCO Chief Economist Paul McCulley gets you set for the next big data points the Fed is watching and what it means for the market. RBC’s Lori Calvasina and BNY’s Jake Jolly on market positioning. Plus, our Sara Eisen breaks down Nike’s numbers before Barclays analyst Adrienne Yih dives deep on the stock reaction. Plus, Hunterbrook publisher and co-founder Sam Koppelman on their new report investigating Hims & Hers and why Hunterbrook Capital shorted the stock.
Will the same AI related stocks lead the market or will it finally broaden in a meaningful way? Trivariate’s Adam Parker, Virtus Investment Partners’ Joe Terranova and Requisite Capital’s Bryn Talkington break down what they are forecasting. Plus, Nike shareholder Kevin McCarthy tells us what he is expecting from that report in Overtime. And, Walgreens shares sank on the back of some weak results. We break down those numbers and how the rest of the drugstores are faring.
The Fed released its annual stress results for the 31 largest banks in the country. Hennessy Funds Portfolio Manager Dave Ellison and RBC’s banks analyst Gerard Cassidy break down the investment implications. G Squared Private Wealth’s Victoria Greene and Ariel Investments’ Charlie Bobrinskoy on today’s market action. Earnings from Micron, Levi and AeroVironment.
Amazon hit a major milestone today. So, how did that happen and where could the stock go from here? Kate Rooney and Amazon shareholder Hightower’s Stephanie Link break down all the details. Plus, Deepwater Asset Management’s Doug Clinton tells us how he is navigating the tech trade – as the Nasdaq is on pace for its best month of the year. And, Seema Mody breaks down all the highlights from Nvidia’s shareholder meeting and what to expect from Micron’s report in Overtime.
Dynasty Equity co-led a Series A round for Tiger Woods’ TMRW; Dynasty co-founder K. Don Cornwell on what’s next for the venture and the boom in sports investing. Third Bridge’s Peter McNally reacts to FedEx’s strong quarter. Skylar Capital’s Bill Perkins gives top energy plays. Epyllion CEO Matt Ball on crypto and adding ether to his ETF.
Could a significant broadening be in the cards? Charles Schwab’s Liz Ann Sonders explains where she sees stocks headed. Plus, EMJ’s Eric Jackson makes a bold call on Nvidia and reveals how he is navigating that name. And, Allianz’s Mohamed Ed-Erian breaks down what he is expecting from the Fed and this week’s inflation print.
Arm CEO Rene Haas talks the company’s momentum as it rides the AI boom to a nearly 200% gain since its IPO last September. TIAA Wealth Management CIO Niladri Mukherjee talks best market opportunities. Recursion Pharmaceuticals CEO Chris Gibson on Nvidia partnership and AI’s promise for finding new drugs. Plus, American Giant CEO Bayard Winthrop on new partnership with Walmart.
Is the second half set-up favorable for the rally to continue? Solus’ Dan Greenhaus and NB Private Wealth’s Shannon Saccocia give their predictions. Plus, Nvidia sold off again in today’s session after snapping an 8 week win streak. Dan Chung – CEO and CIO of Alger – tells us if this is warning sign for this year’s tech-led rally heading into the second half. And, top technician Jeff DeGraaf called the sell-off in Nvidia. He weighs in on that stock’s move and reveals the sector he thinks is ripe to break out.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Nasdaq and S&P 500 notched their third straight positive weeks; Unlimited Funds’ Bob Elliott and Cantor Fitzgerald’s Eric Johnston break down their top trades. Olaulu Aganga, Mercer US CIO, on the playbook for the second half. Ben Reitzes, Melius analyst, on why he’s upping his Nvidia price target again, despite the stock’s decline this week. TD Cowen’s Riu Baral on Sarepta Therapeutics’ huge move on FDA’s expanded use approval for its DMD drug. Plus, a cyberattack is forcing car dealerships back to old-fashioned pen and paper.
S&P 500 and Nasdaq hit fresh highs before retreating into the close – Branch Global Capital’s Greg Branch and John Hancock Investment Management’s Emily Roland break down how to play the market at these levels while Moor Insights & Strategy Founder Patrick Moorhead talks the Nvidia trade. Nuveen Real Estate Global CIO on her second-half real estate playbook and where opportunities are. Our Phil Lebeau on Joby’s plans to launch an Uber-style app for its coming eVTOL. Oshkosh Corporation CEO John Pfeifer on the rollout of its new e-USPS trucks and how its electrifying commercial vehicles.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Venture capital is back on the rise for space technology – especially for defense and national security contractors. Apeis the latest to benefit, raising $95 million in a Series B round to ramp production of its satellite bus production. On this episode of Manifest Space, Apex CEO Ian Cinnamon sits down with Morgan Brennan to discuss the company’s Series B capital raise, the competitive landscape, and the long-term vision for Apex.
Evercore’s Julian Emanuel breaks down why he is raising his year-end price target for the S&P 500 to 6,000. Nvidia closed above Microsoft in market valuation for the first time; Bespoke’s Paul Hickey and Stifel’s Barry Bannister break down where tech goes from here. Two Boeing analysts break down CEO Dave Calhoun’s hearing before the Senate.
What is the road ahead for stocks as price targets keep increasing and the bulls get more emboldened? Keith Meister of Corvex Management breaks down his outlook and how he is playing the market right now. Plus, Nvidia surpassed Microsoft’s market cap to become the most valuable U.S. company. Treasury Partners’ Rich Saperstein tells us how he is navigating the AI arms race. And, KB Home reporting results in Overtime today. We tell you what to watch from that report – after Lennar shares sank post-earnings.
Pioneering cloud VC Byron Deeter of Bessemer Venture Partners breaks down the recent dramatic moves in software and if he sees an upcoming wave of AI IPOs. Clocktower’s Marko Papic on where he is finding opportunity outside the US while JPMorgan’s David Kelly and US Bank’s Eric Freedman break down equities in the US as the S&P 500 closed at a record. Zelamn & Associates co-founder Ivy Zelman on the state of the housing market and this round of earnings in the sector. Plus, our Julia Boorsitn on today’s testimony of Roger Goodell in the Sunday Ticket antirust lawsuit.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
After another Nasdaq record close, where do stocks go from here? Wells Fargo’s Scott Wren and 3Fourteen Research’s Warren Pies weigh in. Our Phil Lebeau on what’s next for Tesla. RBC’s Helima Croft on oil’s push higher. Former Walmart US CEO Bill Simon talks the consumer health after some weak retail results. Goldman Sachs’ Asad Haider on top takeaways from the bank’s annual health care conference.
Ritholtz Wealth Management’s Josh Brown, Solus’ Dan Greenhaus and NB Private Wealth’s Shannon Saccocia weigh in on what could be next for the market. Plus, we discuss the road ahead for the Fed with CNBC Senior Economics Correspondent Steve Liesman. And, Seema Mody drills down on the leg lower in the industrials sector.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
As the space economy has skyrocketed, so too has coverage. Payload secured funding in 2021 and has grown into a space media hub, newsletters, podcasts, research and events. As it expands into other areas of coverage such as nuclear energy, co-founder Mo Islam joins Morgan Brennan to discuss the big trends tracking for space, how payload is opening up opportunities beyond the final frontier.
Can Wall Street stay patient as long as the Federal Reserve as we await confirmation of a soft economic landing? Our all-star panel of Joe Terranova, Courtney Garcia and Adam Parker break down their market forecasts. Plus, BofA Global Research’s Jill Carey Hall tells us where she is finding opportunity in small caps. And, Morgan Stanley’s Michael Mauboussin looks under the surface at market breadth … and what it might mean for the future of this rally.
The S&P 500 and Nasdaq closed at record highs after Fed Chair Jerome Powell’s press conference and the decision to hold rates steady. Jefferies Chief Market Strategist David Zervos and Invesco’s Kristina Hooper break down the market reaction and where things could go from here. Rubrik stock tumbled 9% despite beating on both lines and providing strong guidance in its first report as a public company; CEO Bipul Sinha on the current cybersecurity landscape, winning market-share and AI. Earnings from Dave & Busters and Broadcom; Bernstein’s Stacy Rasgon breaks down numbers from the chipmaker. Citi Head of Investment Banking for NA John Chirico lays out the environment for M&A and IPOs and the Fed’s impact on both.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
A rare and exclusive interview with Mastercard CEO Michael Miebach on the consumer, spending trends, global economic environment and more. Affirm CEO Max Levchin on new payments plans and a partnership with Apple. Vertiv CEO Giordano Albertazzi, a company that helps keep data centers cool, on the company’s explosive stock jump in the past 12 months, outpacing Nvidia’s gains.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Apple showed off its long-awaited AI integration—dubbed Apple Intelligence—at the WWDC today in Cupertino. We break down all the angles you need to know. Plus, Dr. Scott Gottlieb on Eli Lilly’s Alzheimer’s drug getting FDA recommended and former United Airlines CEO on the road ahead for the Southwest CEO after Elliott Management revealed a stake in the airliner. Janus Henderson portfolio manager Jeremiah Buckley on how the next leg of the bull market could unfold.
Today’s Worldwide Developer’s Conference could be one of the most significant moments in the history of Apple. Our all-star panel of Steve Kovach, Alex Kantrowitz, Malcolm Ethridge and Ayako Yoshioka break down all of the biggest headlines. Plus, star analyst Dan Ives tells us how Apple’s newly announced partnership with OpenAi could impact the stock in the long run. And, Lauren Goodwin from New York Life Investments tells us why she thinks the “Fed is on a tightrope” ahead of Wednesday’s decision.
The S&P 500 touched a record high intraday before retreating into the close. Wharton Professor Jeremy Siegel on where he sees things going from here. Plus, Paulsen Perspectives author Jim Paulsen and Innovator ETFs’ Tim Urbanowicz break down the market action and preview what’s next. Samsara CEO Sanjit Biswas joins exclusively to talk the company’s latest earnings and the negative stock reaction – despite beating on both lines and raising guidance. AeroVironment CEO Wahid Nawabi on his company’s stock runup and the latest government contracts for drones. Plus, Citi Chief US Economist Andrew Hollenhorst on pushing back his Fed rate cut prediction.
Investors still debating the fate of the rally with stocks once again reaching new highs this week. But can the momentum continue? Fundstrat’s Tom Lee and NewEdge Wealth’s Cameron break down what they’re expecting. Plus, their takes on the plunge in Gamestop shares and what they’re watching ahead of Apple’s WWDC. Meantime, Charles Schwab’s Kevin Gordon says now is the time to take profits in the high flyers. He tells us why and where he’s telling clients to put their money to work. And, 3Fourteen’s Warren Pies is changing his stance on the energy space. We drill down on why – and what it could mean for the broader market.
Nvidia posted a down session after news of antitrust lawsuits against the chip giant being mulled by the government; the stock is splitting 10-1 after close tomorrow. Melius analyst Ben Reitzes breaks down what the flurry of headlines mean for investors. Earnings from Vail Resorts, Docusign and Samsara. Morgan Stanley Global Chief Economist Seth Carpenter on the major moves this week from central banks and what it means for the Fed next week. Plus, Procore CEO Tooey Courtemanche, who heads a construction management software company, on what he is seeing in the labor market and his fellow software sector.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
As SpaceX’s Starship continues its development, some companies are preparing for the radical change it will bring to the space economy. Astrolab, a startup focused on building lunar rovers, was founded by former SpaceX employee Jaret Matthews to meet that need. The company was recently selected by NASA to design lunar terrain vehicles with the hopes of making the rovers Artemis astronauts will use to drive around the moon as soon as 2030. Morgan Brennan sits down with Astrolab CEO Jaret Matthews to discuss the contracts, a Starship economy, and the startup’s plans for its first mission that will launch as soon as 2026.
Nvidia hits a trifecta: closing above $3T market cap, closing above Apple’s market cap and closing at a record high. Bespoke’s Paul Hickey, Truist’s Keith Lerner and our Mike Santoli break down what it means for investors and the market. Billionaire Howard Lutnick talks the market rally, the Fed and more. Telsey Advisory Group CEO Dana Telsey on Lululemon earnings and the broader retail sector. Archer Aviation notched an important FAA win; founder Adam Goldstein on what’s next.
What could fuel the next leg of this record setting run for stocks? Greg Branch from Branch Global Capital Advisors, Rich Weiss from American Century and Stephanie Link of Hightower debate where they stand. Plus, Dean of Valuation Aswath Damodaran tells us how he sees the AI trade shifting and what it might mean for your portfolio. And, Nvidia hit $3 trillion – briefly surpassing Apple’s market cap. We break down that move and what it means for the rest of the chips.
Major averages closed higher after rallying in the final hour. Vital Knowledge’s Adam Crisafulli and HSBC’s Nicole Inui break down the action, including earnings from HPE, Crowdstrike and PVH. Barclays analyst Saket Kalia breaks down the earnings from Crowdstrike and why he is bullish on the stock. SAP CEO Christian Klein on his company’s new AI partnerships. Guggenheim analyst Robert Drbul on PVH earnings and its DTC plans. Our Seema Mody on a bad day for stocks in India.
The fate of stocks this summer is front and center. Is there enough momentum to keep stocks climbing? Trivariate’s Adam Parker and BNY’s Alicia Levine tell us what they are forecasting for the next few months. Plus, CIC Wealth’s Malcolm Ethridge breaks down what he is expecting from Crowdstrike earnings and the software space as a whole. And, Wells Fargo Securities’ Chris Harvey tells us why he is changing his tune on the reflation trade.
Stocks staged a late-day comeback to close well off session lows to kick off trading in June. Schwab Asset Management CEO Omar Aguilar and Hennion & Walsh’s Kevin Mahn break down client positioning ahead of the summer. Qualcomm CEO Cristiano Amon talks his company’s push into PC chips and why its product can win. Dutch Bros CEO Christine Barone on the consumer and the company’s explosive growth. Plus, T. Rowe Price’s Dominic Rizzo on top picks in the tech sector.
Stocks started the month with a good amount of red on the board. So what’s next for your money in the month of June? Gabriela Santos from JP Morgan Asset Management and Invesco’s Kristina Hooper break down their forecasts for the weeks ahead. Plus, shares of Nvidia and AMD moved in opposite directions. Big Technology’s Alex Kantrowitz discusses how he views the space right now. And, Goldman Sachs Vice Chairman – and former Dallas Fed President Robert Kaplan – maps out what he thinks the Fed will do at the next few meetings.
Stocks surge into the close but major averages ended May lower. RBC’s Lori Calvasina on the path forward for the markets. Flexport CEO Ryan Petersen on shipping costs surging and how transports are impacting inflation. Siemens CEO Roland Busch on automation in manufacturing and how the European giant is positioning its portfolio mix.
There was no sell in May and go away as the major averages pace for their sixth positive month in seven. But what’s next? NewEdge’s Cameron Dawson, Hightower’s Stephanie Link and Odyssey’s Jason Snipe tell us if they think stocks can climb in June. Plus, Dell tanked after last night’s earnings. But EMJ’s Eric Jackson has been saying he sees the stock as a “stealth play in AI.” He explains where he stands now. And, clean energy had a huge month. Pippa Stevens tells us what names drove that space higher… and if the rally can continue.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Is the narrowing rally a sign of an unhealthy market or one that’s just taking another well-deserved breather? Dan Greenhaus from Solus, Joe Terranova of Virtus and Bryn Talkington from Requisite Capital break down what they’re expecting. Plus, T. Rowe’s Sebastien Page tells us what he is expecting from PCE tomorrow. And, top technician Jeff DeGraaf tells us which much-loved sector he thinks could be due for a pullback.
Verizon is the latest telecom giant to partner with AST SpaceMobile, a small cap satellite operator. Founder & CEO Abel Avellan joins Morgan Brennan to break down the deal’s details, the company’s satellite constellation and future work with government contractors.
Breaking down Salesforce’s disappointing quarter as the stock sinks in Overtime; DA Davidson’s Gil Luria on what’s ahead for the Dow component. Plus, C3.AI CEO Thomas Siebel and Pure Storage CEO Charles Giancarlo talk their companies’ earnings in exclusive interviews. Other reports include Okta, Nutanix, HP and American Eagle – and why one space satellite company stock soared 70% today.
Will rates or tech decide the fate of the rally? Lauren Goodwin from New York Life and Invesco’s Brian Levitt give their predictions. Plus, venture capitalist Rick Heitzmann gives his take on the rally in the tech sector and if it may be running out of steam. And, American Airlines’ stock had its worst day in 4 years. We explain why and how it’s impacting the rest of that space.
The Nasdaq closed above 17,000 for the first time as Nvidia continues to help lift the markets. Fundstrat’s Tom Lee breaks down why he remains bullish equities heading into the summer. Earnings from Box and Cava, with Wedbush analyst Nick Setyan giving his instant reaction to Cava’s report. Redfin senior economist Chen Zhao on the housing market.
Sofi’s Liz Young, NB Private Wealth’s Shannon Saccocia and Crossmark’s Victoria Fernandez map out how they think things will play out with tech in the driver’s seat once again. Plus, Nvidia’s stock popped as investors bet Elon Musk’s AI startup will deliver another windfall for the chipmaker. Star chip analyst Stacy Rasgon breaks down how he thinks that news will impact the semi sector in the long run. And, former Federal Reserve Vice Chair Richard Clarida reveals his prediction for rate cuts and the economy at large.
A record close for the Nasdaq as tech recovered from Thursday’s slide. Unlimited Funds CEO Bob Elliott and Wells Fargo’s Tracie McMillion break down the market action. Booking Holdings CEO Glenn Fogel talks consumer demand for travel and the long-term trends shaping the industry. HII CEO Christopher Kastner talks the supply chain, labor challenges and more.
What does the road ahead for this rally look like? Wharton Professor Jeremy Siegel tells us what he is expecting. Plus, Hightower’s Stephanie Link breaks down the latest moves she is making in her portfolio. And, venture capitalist Rashaun Williams tells us how he is putting his money to work in the tech sector and reveals his new sports investment.
Despite Nvidia closing up nearly 10%, broader markets closed in the red with the Dow posting its worst day since March 2023. Truist’s Keith Lerner and G Squared’s Victoria Greene break down the market action, plus earnings from Workday, Ross Stores and Deckers. Intuit CEO joins in an exclusive interview to talk the strong quarter, plus the productivity gains from investing in AI. KeyBanc’s John Vinh on why there is still more upside ahead in Nvidia. The Department of Justice is suing Live Nation; company President Joe Berchtold on the counterargument. Raymond James’ Global Head of Private Capital Advisory Sunaina Sinha Haldea on how her clients are allocating their money.
Given how far much of tech has rallied since the April bottom, should you take some profits or buy into the weakness? All-star panel featuring Trivariate’s Adam Parker, Citi’s Kristen Bitterly and Virtus’ Joe Terranova break down how they’re navigating the market right now. Plus, top tech analyst Mark Mahaney is shaking up his top picks list. He explains those moves. And, the DOJ is suing Live Nation – Ticketmaster’s parent company – over alleged antitrust violations. The company’s president and CFO Joe Berchtold gives his exclusive reaction to that.
As agriculture becomes increasingly connected and autonomous, space is helping to enable the surge in services. CNH Industrial is the latest to level up its satellite communications, partnering with Intelsat to bring satellite communications to precision farming in rural areas. CEO Scott Wine joins Morgan Brennan to dig into the collaboration, what space can bring to farming and the global agricultural downturn.
Nvidia reports Q1 earnings – and extends its recent impressive run. We have you covered from every angle, including analysts, shareholders and contrarian plays. Plus, earnings from Snowflake, ELF, and Synopsys.
Investors anxiously awaiting Nvidia’s report in Overtime … mulling where stocks are likely to go, regardless of those results. Our all-star panel of Bryn Talkington, Josh Brown and Stacy Rasgon break down what they’re expecting and what it could mean for the market as a whole. Plus, Light Street’s Glen Kacher tells us how he is navigating the AI wars. And, Seema Mody sets us up for what’s at stake from Snowflake’s results.
Fed officials weighing in recently on the path ahead for rates; Jefferies Chief Market Strategist David Zervos breaks down what you need to know. Vital Knowledge’s Adam Crisafulli and Stifel’s Barry Bannister on the market action, including why Bannister remains bearish on equities. Earnings from Urban Outfitters, Toll Brothers and Viasat. Scale AI announced a $1B raise at a nearly $14B valuation, including investments from Meta, Nvidia, Amazon and more. Founder and CEO Alexandr Wang joins in an exclusive interview to discuss how the company will use the money and how it uses data. BofA analyst Geoff Meacham on what Eli Lilly’s drug approval in China means for the stock.
With stocks trading around record highs – is it time to lean in to this bull market or step back? Liz Ann Sonders from Charles Schwab tells us what she thinks is the best strategy. Plus, all eyes are on Nvidia ahead of its crucial earnings report tomorrow. We preview everything investors need to be watching from that report. And, Ether surged in today’s session. We tell you why and how it is impacting the rest of the crypto space.
The Nasdaq notched a record close today while the S&P 500 fell just short of one. Kestra Investment’s Kara Murphy and Evans May Wealth’s Brooke May break down the market action. Earnings from Palo Alto Networks and Zoom. Barclays analyst Saket Kalia reacts to PANW’s Q3 numbers. Former Truist CEO Kelly King talks regulation in banking, movement at the regional level and what’s next for JPMorgan and Jamie Dimon. CyberArk CEO CEO Matt Cohen on today’s Venafi deal.
Could there be more gains on the way? PIMCO’s Erin Browne, Payne Capital’s Courtney Garcia and CNBC’s Senior Markets Commentator Mike Santoli break down where they’re expecting stocks to go from here. Plus, top bank analyst Mike Mayo is flagging one stock that he thinks is the “Nvidia of banking.” He reveals that name. And, star analyst Dan Ives breaks down Microsoft’s big announcements today and what he is watching from Palo Alto earnings in Overtime.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Dow topped 40,000 for the first time ever before turning lower at the close. Cummins CEO Jennifer Rumsey on raising the company’s long-term financial targets, plus the demand picture for its power generators amid the AI boom. The Bahnsen Group’s David Bahnsen and RBC’s Lori Calvasina break down where markets go from here. Earnings from Applied Materials and Take-Two. Bernstein’s Stacy Rasgon on where we are in the semiconductor cycle. Our Melissa Repko on what Walmart’s earnings mean about the state of the consumer.
Just two years after its founding, startup Vast is one of several startups aiming to put the first commercial space station into orbit. The startup is developing Haven 1, aiming to launch it next year. CEO Max Haot joins Morgan Brennan from the 2024 Space Symposium to discuss his company’s ambitious plans, creating gravity in space, and its partnership with SpaceX.
Joe Terranova of Virtus and Ayako Yoshioka of Wealth Enhancement Group break down where they see markets headed – as the major averages hit record highs. Plus, Blackrock’s Rick Rieder reveals his forecast for the Fed, rates and the economy. And, Deere shares dropped in today’s session following some disappointing guidance. We dig into that report and what it could mean for the rest of that space in the months ahead.
The CEOs of Palo Alto Networks and IBM join to discuss their news the companies are teaming up in cybersecurity threat monitoring and management. Brex was named to CNBC Disruptor 50 list; co-CEO Pedro Franceschi talks about the company’s growth and what’s ahead. Plus, Invitation Homes CEO Dallas Tanner on the current market for housing and rates and our Leslie Picker on the moves the hedge funds are making.
Is it okay to be more bullish on stocks? Josh Brown and Cameron Dawson break down where they stand. Plus, Big Technology’s Alex Kantrowitz weighs in on Apple hitting $190 for the first time since February … and where he sees the stock headed from here. 3Fourteen’s Warren Pies is skeptical of one key piece of inflation data. He explains why and what it could mean for the broader market. And, Anastasia Amoroso from iCapital maps out the sectors she is betting on right now.
Alphabet CEO Sundar Pichai talks Google’s new slate of AI offerings including Gemini 1.5, AI Overviews and teased its Project Astra after getting off stage at Google I/O, its developer conference. Plus, GM President Mark Reuss on the company’s EV strategy and Anduril CEO Brian Schimpf on the company’s Disruptor 50 ranking and what’s ahead for the startup.
Closing Bell: Time to Take the Next Leg Higher?
Descript: Is this still a stay-the-course bull market about to take its next leg higher? Sofi’s Liz Young, JP Morgan’s AJ Oden and Fundstrat’s Tom Lee debate where they stand. Plus, Google held its IO Conference today – we break down the biggest highlights and hear from Alphabet shareholder Ankur Crawford from Alger. And, meme mania is back! We drill down on some new research on who is doing the buying.
Bulls versus bears: Carson Group’s Ryan Detrick and Cantor Fitzgerald’s Eric Johnston square off on where the market goes from here. T. Rowe Price portfolio manager Tony Wang gives his tech and AI playbook and OpenAI rolls out its latest product. Neuberger Berman’s John San Marco on top picks heading into retail earnings. Our Leslie Picker reports on tightened lending standards for banks and what it means for economic growth.
Is the bull market at serious risk or not? Solus’ Dan Greenhaus, Invesco’s Kristina Hooper and Merrill and Bank of America Private Bank’s Marci McGregor debate their forecasts. Plus, Alphabet shareholder King Lip weighs in on what’s at stake for that name ahead of its developer’s conference. And, the EV stocks charged higher today. Phil Lebeau explains what is behind that move and what it could mean for the sector more broadly.
The Dow posting its best week of the year, while the S&P 500 and Nasdaq are both on 3-week winning streak. Wells Fargo’s Scott Wren and Envestnet’s Dana D’Auria break down the market action and look ahead to key data and earnings next week. Zeekr spikes in its first day of trading. Evercore ISI Vice Chairman Krishna Guha talks his inflation expectations. Betterment CEO Sarah Levy gives her first interview since news her company is acquiring Goldman’s Marcus customers. Jefferies analyst Dr. Roger Song on why he sees more upside ahead for Novavax even after today’s 100% move higher.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Dow is on its longest winning streak of the year after gaining more than 300 points today; Ariel Investments’ Charles Bobrinskoy breaks down where things stand in the market. Earnings from Dropbox, Akamai, Sweetgreen and Unity. Klaviyo CEO Andrew Bialecki on life in the public markets so far after raising its guidance in its third earnings report. Nvidia-backed CoreWeave just raised $1.1B; CEO Michael Intrator on what’s ahead for the company and AI. Idris Elba is ServiceNow’s new spokesperson. Jon Fortt sits down with him to talk AI’s impact on tech, culture and more.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Jon Fortt sits down with Nvidia CEO Jensen Huang in Las Vegas, talking the growth of AI, how customers are using tools and partnerships. Plus, ServiceNow CEO Doug McDermott on what’s next for the industry. JPMorgan Global Chairman of Investment Banking Jennifer Nason talks how tech companies are balancing capital return with AI investment. Earnings from Airbnb, Arm, Robinhood, Instacart, Klaviyo and more.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Earnings season continues with EA, Wynn, Lyft, Arista Networks and Rivian – plus Reddit surged in Overtime after reporting its first quarter as a public company. Vital Knowledge’s Adam Crisafulli and JPMorgan’s Phil Camporeale break down the action. Honeywell CEO Vimal Kapur talks the company’s plans for AI and monetizing data, plus the energy transition and why he says he expects EVTOLs to change people’s lives like the iPhone – and by 2028. TransUnion CEO Chris Cartwright on the consumer, credit and delinquency rates.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks built on Friday’s gains to start the week, marking three straight positive sessions for both the Nasdaq and the S&P 500. Evercore’s Julian Emanuel breaks down how he’s advising clients to position. Earnings from Palantir, Lucid, Simon Property and more. A rare and exclusive interview with Tyson CFO John R. Tyson on the company’s earnings, the consumer and tailwinds in the chicken industry. Lucid Motors CEO Peter Rawlinson on the latest quarter and EV demand. Plus, the maker of Taser acquired a drone maker.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
A strong session for stocks send the averages to a positive week; 3Fourteen Research’s Warren Pies and Unlimited Funds CIO Bob Elliott break down the wild week of earnings and what’s ahead for next week. Well-known JPMorgan analyst Stephen Tusa talks his bullishness on an under-the-radar AI play. Apollo Chief Economist Torsten Slok on the Fed’s next move. Plus, Bill Holdings CEO on earnings and the state of small business.
Is this the week that Apple finally found its footing? Top analyst Erik Woodring from Morgan Stanley gives his forecast for that name. Plus, Cameron Dawson and Josh Brown discuss what they’re looking for from stocks in the week ahead. And, it was a tale of two travel stocks today with Expedia and Booking Holdings moving in opposite directions post-earnings. We tell you what’s behind those moves and what it might mean about the broader travel space.
Apple announced the largest corporate buyback in history and investors sent the stock higher in Overtime. We have you covered from every angle. Plus, Qualcomm CEO Cristiano Amon on his company's strong quarter and AWS CEO Adam Selipsky on what's driving growth.
Apple was once the biggest and most important stock in this market. But that was then … and this is now. And “now” tells a very different story with shares the worst performing in the group this year. Will tonight get the stock back on track? CIC Wealth’s Malcolm Ethridge, Virtus’ Joe Terranova and Bryn Talkington of Requisite Capital break down what they’re expecting. Plus, John Spallanzani from Miller Family Office tells us where he is putting his money to work right now. And, Evercore ISI’s Roger Altman maps out his forecast for the Fed and the economy at large.
The Fed and Jerome Powell kicking May off with a bang for markets, as the rally during his press conference proved short-lived; the S&P 500 and Nasdaq gave up their gains by the end of the session. Jefferies Chief Market Strategist David Zervos and G Squared Private Wealth’s Victoria Greene parse the Fed’s actions and the market reaction. Cantor Fitzgerald CEO Howard Lutnick gives his first reaction to the Fed and tells why he is expecting one cut this year. Earnings from Qualcomm, Wolfspeed, Doordash, Etsy, eBay, Zillow, Carvana and Informatica. DoorDash CFO Ravi Inukonda on his company’s results.
Stocks rallied on the back of Fed Chair Jerome Powell’s news conference. DoubeLine’s Jeffrey Gundlach gives his exclusive reaction and breaks down what he thinks the Fed’s next move might be. Plus, Sofi’s Liz Young reacts to Gundlach’s big calls – and tells us what she is expecting from stocks in the months ahead. And, we break down what to watch from Apple tomorrow and Qualcomm in Overtime today.
Major averages snapped their 5-month winning streaks with a dreary April performance, plus Amazon reported earnings. DA Davidson’s Gil Luria and Maxim’s Tom Forte break down the numbers from every angle, while KeyBanc analyst John Vinh reacts to AMD’s quarterly results. Neuberger Berman’s Kevin McCarthy on what it would take to add Starbucks to his portfolio after its disappointing earnings. Plus, numbers from Caesars, Pinterest, SuperMicro, Mondelez, Clorox and Skyworks.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Charlie Bobrinskoy, Ariel Investments Vice Chairman and a Paramount shareholder, weighs in on deal talks heating up, plus the news CEO Bob Bakish is stepping down and Q1 results. Plus, other earnings from NXPI Semi, Chegg, and F5 Networks. Norfolk Southern CEO Alan Shaw responds aggressively to activist investor Ancora’s calls for management changes and their courtship of unions. John Hancock Investment Management’s Emily Roland and Innovator Capital’s Tim Urbanowicz get you set for the market action in the week ahead. Plus, BofA Securities Euqity & Quant Strategist Ohsung Kwon on his one market move to make no matter what the Fed does.
Dan Greenhaus from Solus Alternative Asset Management, CNBC’s Steve Liesman and Shannon Saccocia of NB Private Wealth discuss what they’re expecting. Plus, Plexo Capital’s Lo Toney is mapping out what he is watching from Amazon and Apple this week. And, top technician Jeff DeGraaf tells us if last week’s choppy trading was just temporary or a sign of more downside ahead.
Intel shares slide in today's session after earnings; CEO Pat Gelsinger talks the company's progress and AI demand. L3Harris CEO Chris Kubasik on a strong quarter, defense spending and geopolitics. The Nasdaq has its best day of the year--how to play the next round of earnings with Apple and Amazon reporting next week.
Is today’s bounce back for real? Eric Johnston from Cantor Fitzgerald, Courtney Garcia of Payne Capital and Brian Levitt of Invesco give their expert forecasts. Plus, Big Technology’s Alex Kantrowitz breaks down the big move in Alphabet post-earnings. And, Julia Boorstin tells us what’s behind Snap’s surge – and brings us key comments from CEO Evan Spiegel.
Alphabet and Microsoft impressed investors in the latest quarter and both stocks moved higher after-hours. Plus, earnings from Snap, Roku, Intel, Gilead and L3Harris. T-Mobile CEO Mike Sievert on the company’s lowest ever churn rate and growing market share.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Investors sold off Meta in Overtime after its Q1 numbers. We have you covered from every angle, including comments from the CFO. Plus earnings from Ford, Chipotle, Lam Research, IBM and ServiceNow. Chipotle CEO on latest quarter, inflation and more.
Trivariate’s Adam Parker, iCapital’s Anastasia Amoroso and Wells Fargo’s Sameer Samana break down what they are expecting from earnings – and what it could mean for the broader market. Plus, Meta shareholder Doug Clinton drills down on what he’s watching from that report tonight. And, Elizabeth Burton from Goldman Sachs Asset Management reveals how investors should be positioning their portfolios amid all of the rate cut uncertainty.
Tesla surged in after-hours trading after reporting results. ARK’s Tasha Keeney and former Tesla board member Steve Westly weigh in on next steps for the automaker. Other earnings include Texan Instruments, Visa, Mattel, Seagate and Chubb. Cleveland-Cliffs had its worst day in more than 3 years; CEO Lourenco Goncalves discusses the recent quarter and the stock reaction. Plus, Freeport-McMoRan CEO Richard Adkerson on global copper demand and why he sees the beginnings of a recovery worldwide.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Markets bounced back today after a rough week. Bespoke’s Paul Hickey breaks down the market action. Earnings from SAP, Cleveland-Cliffs, Nucor and Cadence Design Systems. RBC analyst and Tesla bull Tom Narayan previews Tesla earnings and the stakes for the EV maker. Wes Edens, Brightline founder, on breaking ground for the Las Vegas to LA high-speed rail line. He also talks energy markets and the risk the market isn’t properly accounting for. Former Commander of the United States Central Command, General Kenneth McKenzie, on the geopolitical risk in the world and foreign aid bills.
Where is the next move for stocks likely to be after last week’s tumultuous end? Gabriela Santos from JPM Asset Management, NewEdge’s Cameron Dawson and Ayako Yoshioka of Wealth Enhancement Management give their expert forecasts. Plus, tech strategist King Lip is flagging one big red flag he is seeing in the space right now. And, Max Kettner from HSBC Global Research’s thinks last week’s weakness is just temporary. He explains why he is still betting on the bull case.
A major selloff in tech and semis stocks today with Nvidia having its worst day since March 2020. Citi’s Scott Chronert and Wealth Enhancement’s Nicole Webb break down the market action from a volatile week. Rapidan Energy Group’s Bob McNally on the energy markets as tensions increase in the Middle Eeast. Evercore Vice Chairman Krishna Guha recaps a busy week in economic data and Fedspeak. Plus, our Kate Rooney on the bitcoin halving.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Tech earnings begin in earnest as Netflix reports Q1. We have you covered from every angle on the big moves with Evercore’s Mark Mahaney, Deeperwater’s Gene Munster and Third Bridge’s Jamie Lumley. JC2 Ventures CEO and former Cisco CEO John Chambers on if the IPO window is opening again and the slide in tech stocks. Plus, Janus Henderson CEO Ali Dibadj gives his market playbook and Morgan sits down with activist investor Ancora on what changes they want to see at Norfolk Southern.
Our all-star panel of Odyssey Capital’s Jason Snipe, Big Technology’s Alex Kantrowitz and Virtus’ Joe Terranova explain what they will be watching from Netflix’s numbers in Overtime. Plus, Blackrock’s Rick Rieder weighs in on where yields are going and when the fed might actually start cutting interest rates this year – if at all. And, Ankur Crawford from Alger tells us the haves and have nots of earnings season.
Charles Schwab Chief Investment Strategist Liz Ann Sonders talks the recent pullback as stocks finished mostly lower to extend April’s slide. Earnings from CSX, Las Vegas Sands, Alcoa. Maxim analyst Tom Forte on his new note: “Is Apple Dead Money?” Head of Ares Credit Group Kipp DeVeer on where the credit giant is seeing opportunity. Plus, what’s next for TikTok as Congress aims to bring a bill to the floor.
What does the back-up in yields and expectations for rate cuts mean for the rally? Josh Brown from Ritholtz Wealth Management, Hightower’s Stephanie Link and NFJ’s John Mowrey all break down what they see in store for stocks. Plus, top technician Jason Hunter explains why he sees some trouble brewing in the charts. And, Sebastien Page from T. Rowe Price went from being “reluctantly bearish” to being “aggressively neutral.” He tells us what it would take for him to turn bullish.
A volatile session for stocks as investors weigh more comments from Fed Chair Jay Powell and tensions in the Middle East. Earnings from United, Interactive Brokers and JB Hunt. Interactive Brokers founder Thomas Peterffy on the latest quarter and what it means for the broader economy. Oakmark’s Bill Nygren on his top value picks. Plus, Jon Alterman, Center for Strategic and International Studies Director of Middle East Program, on the latest signals from Israel and Iran.
What is next for stocks? Trivariate’s Adam Parker, CNBC’s Steve Liesman and Truist’s Keith Lerner break down their market forecasts. Plus, Samantha McLemore from Patient Capital is still bullish on stocks. She explains why – and where she is seeing opportunity right now. And, Bank of America CEO Brian Moynihan gives his first take on the quarter.
Stocks gave up early gains and the major averages closed lower with the Dow posting its largest intraday swing since March 2023. 3Fourteen Research founder Warren Pies and The Bahnsen Group’s David Bahnsen break down the market action while Hamilton Lane co-CEO Erik Hirsch on how private markets are reacting to the geopolitical turmoil. T. Rowe Price’s Dom Rizzo on top tech picks while Richard Haass talks Israel’s potential next moves.
Our all-star panel of Dan Greenhaus, Lauren Goodwin and Erin Browne break down what is at stake for stocks amid all of the geopolitical uncertainty. Plus, Plexo Capital’s Lo Toney explains how he is navigating the tech sector. And, market expert Mike Santoli breaks down the most crucial moments of the trading day on an ugly day for stocks.
The Dow and S&P posted their second straight weekly decline while the is up to three straight. Can bank earnings shift the narrative? Our Leslie Picker on what you need to know ahead of next week while Unlimited Funds CEO Bob Elliott and John Hancock’s Emily Roland break down the market action. Ben Reitzes, Melius Head of Technology Research, on opportunities in this tech sell off. Wedbush’s Matt Bryson on the slide in chip stocks.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Tech led a rebound in stocks after Wednesday’s selling while Apple notched its best day of the year. JPMorgan’s Phil Camporeale on the market action while Patrick Moorhead covers Apple’s bounce. Evercore founder Roger Altman on the Fed’s next steps, when a cut could happen and the resilient economy. Our Morgan Brennan on the explosive growth of the space economy in Colorado. TIAA CIO for Wealth Management Neel Mukherjee on how he is advising clients.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
CPI came in above expectations and stocks fell while yields rose. Yardeni Research’s Ed Yardeni and BD8 Capital’s Barbara Doran on how to play the market action while Renaissance Macro’s Neil Dutta on what today means for the Fed. Zelman & Associates’ Alan Ratner on housing stocks slide. Ibrahim AlHusseini on Tesla’s slide.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Checking on Apple’s China business with Wedbush’s Dan Ives, plus talking the prospects for the other tech giants. Earnings season insights from private companies with Golub Capital CEO Lawrence Golub. Our Kristina Partsinevelos on Intel’s new AI chip aiming to compete with Nvidia; Moor Insights & Strategy CEO Patrick Moorhead on what it means for investors.
What’s on the line at 8:30 am tomorrow morning with the release of the critical CPI report? Sofi’s Liz Young, Corient’s Amy Kong and Bank of America’s Jill Carey Hall break down their predictions. Plus, Alex Kantrowitz from Big Technology weighs in on the big developments in the AI arms race. And, the Dean of Valuation Aswath Damodaran looks ahead to tomorrow’s critical CPI print.
Ruchir Sharma on his best ideas for emerging markets. He says investors are following their ABC’s: Anything But China. Neuberger Berman’s Joe Amato on the investment giant’s outlook and what the Fed will do next. Plus, Tradeweb Markets CEO Billy Hult on his recent spree of acquisitions.
Can stocks continue to rise if bond yields do as well? Anastasia Amoroso from iCapital, Steve Liesman and JP Morgan Asset Management’s Jordan Jackson discuss. Plus, billionaire investor Marc Lasry breaks down where he sees opportunity right now and what he thinks the Fed’s next move could be. And, Google’s cloud conference kicks off tomorrow. We discuss what’s at stake for the company’s AI strategy – and the stock.
Stocks bounced back after a strong jobs report, but major averages still ended the week lower. Unlimited Funds CIO Bob Elliott on how to position right now. Former Boston Fed President Eric Rosengren on how immigration is impacting the labor market. Former Ford CEO Mark Fields talks the changing EV landscape and competition from Chinese brands. Flexport CEO Ryan Petersen talks the ripple effects from the Port of Baltimore and the impact of freight rates. Plus, Jon sits down with Intel CEO to talk the foundry business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Sierra Space, a private space tech company valued at $5.3 billion has been thirty years in the making. Now, it’s unveiling a line of buses—the main bodies of satellites—to sell to others. CEO Tom Vice joins Morgan Brennan to discuss the product launch, its Dream Chaser spaceplane’s maiden voyage, and plans to go public.
Stocks tumbled in the final hours of trading. We have you covered from every angle. Wells Fargo’s Scott Wren and Vital Knowledge’s Adam Crisfulli on the market action while Apollo Chief Economist Torsten Slok breaks down the Fed’s part in this. Plus, Thomas Kennedy, Chief Investment Strategist for Global Wealth Management at J.P. Morgan on how he is telling clients to handle the recent volatility.
Is the bull market at risk? All-star panel of NFJ’s John Mowrey, Mike Santoli, Steve Liesman, BofA’s Marci McGregor and Hightower’s Stephanie Link give their expert market takes as stocks sell off in the final hour of trade. Plus, Evercore’s Roger Altman lays out what he is expecting from the fed in the months ahead – and how tomorrows jobs report could impact its next move. And, Pippa Stevens drills down on the big spike in oil amid the broad sell-off.
What if AI could make weather forecasts more accurate? Spire Global has been tracking the accuracy of AI-driven weather prediction models using its own satellite data. Now partnering with Nvidia, CEO Peter Platzer joins Morgan Brennan to discuss the collaboration, the massive market for weather forecasting, and the 12 year old company’s path to profitability.
Real estate investors are adjusting to a “higher for longer” environment; Blackstone Global Co-Head of Real Estate Kathleen McCarthy talks the impact on her portfolio and where she sees top opportunities going forward. Disney management held off investor Nelson Peltz’s bid for two board seats; shareholder and Peltz-backer Robert Schein of Blanke Schein Wealth Management weighs in on what’s next. The future of investigative journalism? Hunterbrook’s Sam Koppelman talks the company’s launch after it published a blistering report calling out practices at UWM while going short the stock. Plus, Klaviyo CEO on the state of the consumer.
Is the stock market’s indecisive start to the second quarter another pause on the way higher… or the stirrings of the first proper pullback in five months? RBC’s Lori Calvasina gives her take. Plus, Disney won its proxy fight against Trian’s Nelson Peltz. Top analyst Laura Martin from Needham breaks down what this might mean for the stock in the long run. And, Ford shares popped on some strong sales numbers. Phil Lebeau explains what this report means for the rest of the autos space and Ford’s EV competitors.
Stocks extended their slide into a second day, although finished off worst levels. Canaccord’s Tony Dwyer breaks down the market action while T. Rowe Price’s Sebastien Page on how to position. Earnings from Cal-Maine and Dave & Buster’s. Intel details its latest financial framework, including that operating losses in its foundry business are expected to peak in 2024. Zillow co-founder Spencer Rascoff on the housing market. Plus, getting you set for the Disney boardroom battle between CEO Bob Iger and investor Nelson Peltz.
Is an overbought stock market about to take a big-time breather? Our all-star panel of Solus’ Dan Greenhaus, New York Life Investments Lauren Goodwin and Citi’s Kristen Bitterly break down their forecasts. Plus, Ken Squire from 13D Monitor breaks down the big battle for Disney’s board. And, Goldman Sachs’ Tony Pasquariello weighs in on where he sees the record rally really heading from here.
Stocks mostly lower to start trading in Q2. Goldman Sachs Senior Strategist Ben Snider and Envestnet co-CIO Dana D’Auria break down the market action while Interactive Brokers Chief Strategist Steve Sosnick gives his April playbook for investors. Microsoft-backed Rubrik files for an IPO. CFRA analyst Zach Warring on PVH’s weak revenue warning that sent the stock sliding. The latest winning strategy for industrials? Spin offs. Our Seema Mody on what’s behind the latest trend while Jefferies analyst Sheila Kahyaoglu on how to play the stocks. Plus, UPS wins a major contract away from FedEx and our Phil LeBeau previews Tesla delivery numbers.
As April kicks off - will a historically good month play out that way for investors? Trivariate’s Adam Parker and NB Private Wealth weigh in. Plus, top wealth advisor Cheryl Young is breaking out her playbook and explaining where she is finding opportunity outside of big tech. And, Jeff DeGraaf tells us where he thinks the momentum trade is heading from here – and the one sector he thinks is breaking out.
The S&P 500 closed up 10% this quarter, its best start to the year since 2019. We bring you your second-quarter playbook, including stealth AI opportunities with Citi’s Drew Pettit. Plus, a former FTX investor on what he makes of Sam Bankman-Fried’s sentencing today and what it means for crypto. Celsius CEO John Fieldly on the company’s incredible stock run and its latest plans for international expansion.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The S&P 500 powered to a record close. We have the names for you that still have room to run higher. BD8 Capital’s Barbara Doran and G Squared Private Wealth’s Victoria Greene break down the market action while Gabelli Funds CIO of Growth Howard Ward talks growth opportunities outside of big tech stocks. Loop Capital analyst Anthony Chukumba reacts to earnings from RH as a read on the high-end consumer. Mercer US CIO Olaolu Aganga on her favorite spots in emerging markets and how to invest in China. Plus, our Kristina Partsinevelos is in Austin, TX to check on the progress hyperscalers are making on their home-grown AI chips.
What lies ahead for stocks at large, for tech as a sector and the broadening of the market? Solus’ Dan Greenhaus, Chris Harvey from Wells Fargo and Crossmark’s Global Investments break down their strategies. Plus, star Apple analyst Erik Woodring weighs in on whether or not the company’s big event coming up could shift investor sentiment. And, Tesla shares driving higher today. We tell you what’s behind that pop and what Altimeter’s Brad Gerstner had to say about the EV maker.
Stocks tumbled in the final hour of trading today, sending the major averages negative. Wharton Professor Jeremy Siegel breaks down the market action and where things go from here. Jon sits down with Adobe CEO Shantanu Narayen to talk its newest products and how AI is changing how big a market the company can serve. ULL CEO Christian Ulbrich on the company’s global real estate portfolio and the state of commercial real estate. Plus, Morgan talks with UPS CEO Carol Tomé about the global macro picture, inflation and how it plans to win back market share.
How much steam is left in the record-setting rally? Sofi’s Liz Young and Payne Capital’s Courtney Garcia map out their forecasts. Plus, JP Morgan’s Jason Hunter says the rally broadening is “suspicious” and that now is the time to sell the break down in crowded momentum groups. And, Gamestop reporting after the bell. We tell you what’s at stake for that stock and what to watch in the report.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Where should investors be looking with earnings looming, interest rates sticky and the Fed urging patience. Adam Parker from Trivariate Research and Meera Pandit of JP Morgan Asset Management give their forecasts. Plus, Reddit shares popped in today’s session following its big market debut last week. Lo Toney from Plexo Capital – which holds Reddit – breaks down what this move means for the broader IPO market. And, Seema Shah from Principal Global Investors is betting on a second half surge. She explains why.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
With investors squarely focused on the blessings of a soft economic landing, a benign Fed and an exuberant AI buildout – are any hazards being ignored? Bryn Talkington of Requisite Capital management gives her take. Plus, Former Dallas Fed President Robert Kaplan maps out what he thinks the Fed’s strategy should be in the months ahead. And, some major retailers took a big hit today. We explain why – and where there could be some bright spots in that sector.
The major averages powered higher to another record close as investors digested the latest Fed tealeaves. Earnings from FedEx, Lululemon and Nike. Vital Knowledge’s Adam Crisfulli breaks down the market action while BMO’s Simeon Siegel dives in Nike’s quarter and Evercore’s Jonathan Chappell talks FedEx. CFPB Director Rohit Chopra on advancing new proposals to regulate the biggest banks. Plus, former FTC Commissioner Mozelle Thompson on the DoJ’s Apple lawsuit.
Is this long-rumored antitrust threat to Apple the real thing? How might it change the equation more broadly for tech’s market leadership? CNBC Tech Correspondent Steve Kovach and Apple shareholder Joe Terranova break down the details and what this could mean for the stock in the long term. Plus, while everyone is talking about Apple – Evercore’s Mark Mahaney says there’s another big tech name that could be caught in the DOJ crosshairs. And, top retail portfolio manager Kevin McCarthy tells us what he is looking for from Nike’s report in Overtime.
The Fed held rates steady but markets hit record highs after Chair Powell signaled a steady outlook. Jefferies Chief Market Strategist David Zervos and former Boston Fed President Eric Rosengren on the key takeaways from Powell and the Fed. Earnings from Micron, Chewy, Five Below and KB Home. CFRA’s Angelo Zino breaks down Micron’s numbers while Zelman & Associates’ Alan Ratner talks KB Home. Plus, Jon sits down with Intel CEO Pat Gelsinger on the CHIPS Act grants and the geopolitical importance of tech supply chains.
The Closing Bell all-star panel – Josh Brown, Liz Young and Steve Liesman – give their instant reaction to Chair Powell’s News Conference. They break down what is next for the Fed and what it could mean for your money. Plus, we set you up for the big earnings in Overtime.
Investors turning their attention from Nvidia to the Fed as its next policy rate decision comes Wednesday. Citi’s Scott Chronert and Evercore’s Krishna Guha break down what to expect. Wedbush analyst Matt Bryson and T. Rowe Price tech portfolio manager Tony Wang react to Nvidia’s new products. Plus, Hamilton Lane Co-CEO Erik Hirsh on investing in private markets ahead of IPOs from Reddit and Astera Labs. And our Emily Wilkins reports on how the Senate result in Ohio could impact crypto prices.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
After a four month rally based on a Goldilocks economy, AI excitement and the prospect of an easier Fed – is the playbook changing as the first quarter winds down? Adam Parker from Trivariate Research and Jordan Jackson of JP Morgan Asset Management break down their forecasts. Plus, RBC’s Lori Calvasina explains why she is bullish on the energy space. And, Goldman Sachs’ Elizabeth Burton tells us her approach to diversifying your portfolio and the two “I’s” she is excited about right now.
Averages ended the week lower as the Nasdaq turned negative for March. Macquarie’s Thierry Wizman and Bank of America’s Ohsung Kwon break down the week that was and the next catalyst for the market. Keith Rabois talks his support for banning TikTok and where AI goes from here. Evercore founder Roger Altman on the capital markets picture for 2024. 776 Ventures Founding Partner, an early Reddit employee, talks the upcoming IPO plus investing in space.
Is all this churn just an overheated market cooling off or is it the start of what would be the first notable broad pullback in five months? Malcolm Ethridge of CIC Wealth and NB Private Wealth’s Shannon Saccocia map out their market predictions. Plus, Fundstrat’s Tom Lee says there is a strong case for buying the dip. He explains why. And, Amazon is making a big push into the social shopping space. We break down the details and explain how a potential TikTok ban could impact that initiative.
Averages closed lower today after more hotter-than-expected inflation data. Ariel’s Charlie Bobrinskoy on small-caps and G Squared’s Victoria Greene on broader markets. Earnings from Ulta Beauty, Pagerduty and Adobe. Adobe CEO Shantanu Narayen talks the latest quarter, AI adoption and OpenAI’s Sora tool. Lux Capital co-founder Josh Wolfe on the many moving parts around a possible TikTok ban and what could be next. Plus, our Leslie Picker on why some rundown New York City apartments are turning into another headache for regional banks.
This return of volatility has investors wondering if they need to prepare for a pickup, especially with another Fed meeting looming next week. Joe Terranova of Virtus, CNBC’s Steve Liesman and BNY Mellon’s Alicia Levine break down what they think investors need to be watching. Plus, top tech investor Glen Kacher gives us his top 5 names in the AI space and why he says they’re worth watching. And, Chris Hyzy from Merrill and Bank of America Private Bank explains why he is bullish on small caps.
VanEck temporarily cut its bitcoin ETF fee to 0% on Monday and inflows have surged more than $200M. CEO Jan van Eck talks long-term strategy and competing with the larger players. BD8 Capital’s Barbara Doran and Cantor Fitzgerald’s Eric Johnston debate if the market is in a bubble. Evercore’s Mark Mahaney shares fresh Netflix data, plus what a TikTok ban would mean for US entertainment stocks. Raymond James Global Head of Private Capital Sunaina Haldea on what her clients are doing and what Reddit’s upcoming IPO means for the broader markets.
What stocks are going to lead the next leg of the bull market? Josh Brown from Ritholtz Wealth Management, Solus’ Dan Greenhaus and Ayako Yoshioka from Wealth Enhancement Group give their predictions. Plus, PIMCO’s Erin Browne tells us how she is navigating inflation and where she is seeing big opportunity in stocks right now. And, Ed Yardeni breaks down how he is playing this rally – and the one thing that he thinks could be a big risk to the market in the months ahead.
Big tech and chip stocks bounced back today, bringing the Nasdaq just short of a record close. But the S&P 500 managed a new record. Vital Knowledge’s Adam Crisfulli talks the market action while T. Rowe Price tech portfolio manager Dom Rizzo on the path forward for big tech and chips. Cowen analyst Helane Becker on how to trade the airlines while Boeing problems compound. Morgan Stanley’s Lisa Shallet on hedging AI exuberance. Plus, Ken Griffen on Trump and previewing retail earnings.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Jon sits down for an exclusive interview with AMD CEO Lisa Su, talking adoption of AI PCs, growth expectations for AI and more. Y Combinator Garry Tan talks exclusively about Reddit’s upcoming IPO, funding for private companies 1 year after SVB’s collapse and whether he has had talks with OpenAI about a board seat.
Should investor brace for a momentum meltdown ahead? Liz Young from Sofi, Emily Roland from John Hancock and CNBC’s Mike Santoli give their forecasts. Plus, tech insider Lo Toney of Plexo Capital weighs in on the upcoming Reddit IPO, the run in tech stocks and what Nvidia’s slide might mean for the sector going forward. And, top technician Chris Verrone is flagging two big opportunities outside of tech.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The S&P 500 closes at a record high after hitting an intraday all-time high. The Nasdaq also notching an intraday record. RBC’s Lori Calvasina and Bespoke’s Paul Hickey break down the market action, plus earnings from Broadcom, Marvell, Costco, Gap, Docusign, MongoDB and Samsara. Bernstein analyst Stacy Rasgon dives deep into the Broadcom numbers and its AI exposure. CFRA’s Arun Sundaram on Costco’s quarterly results. Neiman Marcus CEO talks the luxury consumer and bringing tech to high-end shopping.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks bounced back today with the major averages closing higher. BD8 Capital’s Barbara Doran and Citi Research’s Dirk Willer break down the market action. Palantir had its best day in a month after a key US Army contract win; CTO Shyam Sankar what it means for the company and what’s next. Cloudflare CEO Matthew Prince on this week’s major social media outages and its latest deal news. Former Fed Governor Randall Kroszner on Fed Chair Jay Powell’s testimony today and the latest Beige Book data. Hashicorp CEO Dave McJannet talks the latest strong quarter and its buyback plan.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
A sell off in tech sinking stocks today. Vital Knowledge’s Adam Crisfulli and EMJ Capital’s Eric Jackson break down what the moves mean, plus earnings from Crowdstrike, Box, Nordstrom and Ross Stores. CFRA analyst Zachary Warring digs deeper in retail and Needham analyst Alex Henderson reacts to Crowdstrike’s strong report. Plus, Accenture CEO Julia Sweet on the AI skills gap, Fifth Third CEO Tim Spence on regional bank volatility and AeroVironment CEO Wahid Nawabi on the future of autonomous warfare.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks fell into the close, ending at session lows. Janus Henderson’s Marc Pinto and UBS’ Jason Draho break down the market action ahead. After attending a White House roundtable on health care costs, Mark Cuban joins to talk his company Cost-Plus Drugs, regulating AI, if tech stocks are in a bubble and more. Wedbush analyst Matt Bryson breaks down SuperMicro’s move higher and what could be next for investors. Cyberark CEO Matt Cohen on the move in cyber stocks. JPMorgan analyst Chris Hovers previews the week ahead in retail earnings.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Nasdaq and S&P 500 set new intraday highs and closed at record levels to kick off March trading. Apollo’s Torsten Slok gives his case for why the Fed won’t cut rates this year. Zscaler CEO Jay Chaudhry joins to discuss the latest quarter – and the stock drop that came with it. Boeing is in talks to acquire Spirit Aerosystems; Gabelli portfolio manager Tony Bancroft breaks down what to do with both stocks. Wedbush’s David Chiaverini on turmoil at NYCB and what it means for other regional banks. Plus, Elon Musk sues OpenAI, Elastic tumbles on earnings and what’s going on with Intuitive Machines and its spacecraft that tipped over on the Moon.
How hot is too hot for a market on the verge of a 16th weekly gain in the last 18? New Edge’s Cameron Dawson and Shannon Saccocia of NB Private Wealth give their forecasts as we wrap up a busy week. Plus, new reports surfaced today that Boeing is interested in buying back Spirit Aerosystems. Top aerospace and defense analyst Sheila Kahyaoglu gives her first take and breaks down what could be at stake for those stocks. And, Bill Miller IV tells us how he is playing this week’s big bounce in the crypto space.
The Nasdaq and S&P 500 closing at record highs as the major averages rally for a fourth straight month. Solus' Dan Greenhaus on whether the rally has legs and if Industrials can keep outperforming the broader market. Zscaler shares getting crushed after earnings. Truist's Joel Fishbein says investors should buy the stock on the dip. The CEO of consumer products maker Compass Diversified tells us whether he sees any signs of slowing consumer spending. And Nuveen Real Estate's Head of Investments Carly Tripp on where she sees the biggest opportunities in the sector.
Are we really in a sweet spot for stocks? JP Morgan Asset Management’s Gabriela Santos and Virtus’ Joe Terranova give their expert market opinions. Plus, Professor Aswath Damodardan – known as the Dean of Valuation – is breaking down how he is navigating the mega caps right now. And, Lauren Goodwin from New York Life Investments still isn’t sold on the bull market. She explains why.
The major averages falling again as the Dow extends its losing streak to a third day and the small-cap Russell 2000 snaps a 4-day win streak. Salesforce headlinING a huge hour of after the bell earnings. The company under pressure after issuing weaker than expected full year revenue guidance. Clear Bridge's Hilary Frisch and Third Bridge's Charlie Miner discuss how investors should trade the stock. And C3.ai CEO Tom Siebel discusses his company's revenue beat before she speaks with analysts on the earnings call.
Could underperforming tech actually be a good thing for this bull market? Ritholtz Wealth Management’s Josh Brown and Hightower’s Stephanie Link give their expert takes. Plus, Alger’s Ankur Crawford says that the Mag 7 is looking more like the Mag 4 right now. She explains why and how she’s navigating that trade. And, Chris Toomey from Morgan Stanley is doubling down on his bear case. He tells us why he’s sticking by his stance despite the major rally.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Does this record rally have more room to run? Sofi’s Liz Young and Marci McGregor from Bank of America Merrill Lynch give their forecasts. Plus, Apple shares popped on a report that the company is winding down its electric car plans. BakerAvenue’s King Lip – an Apple shareholder – gives his instant reaction to the news. And, Occidental Petroleum CEO Vicki Hollub weighs in on Warren Buffett’s latest comments about the company.
Stocks taking a breather after Fridays record close as investors await more key inflation data later this week. Jefferies tech analyst Brent Thill reacts to earnings from Workday and Unity Software, which he calls a "disaster". Alphabet shares getting hit by problems with its Gemini AI model. Melius' Head of Technology Research Ben Reitzes says the stock is looking cheap, but that doesn't mean investors should buy it. And Former Toys 'R Us CEO Gerald Storch on what earnings from Macy's, Lowe's and Urban Outfitters on Tuesday will say about the state of consumer spending.
Just how much trouble is Google’s generative AI effort in? Has it lost too much ground to Microsoft and others? Our all-star panel of CNBC’s Deirdre Bosa, Big Technology’s Alex Kantrowitz and Solus’ Dan Greenhaus break down their forecasts for the space. Plus, top bank analyst Mike Mayo explains how he is navigating the sector as financials hit a two year high. And, Strategas’ Chris Verrone is flagging a changing of the guard in the market right now. He explains why he sees more opportunity in health care over the likes of tech.
The Dow and S&P both hitting another record today. Jefferies’ David Zervos and Brooke May from Evan May Wealth break down this winning week for the market. Plus, Olaolu Aganga from Mercer is breaking out her market playbook – and highlighting where she is seeing pockets of opportunity. And, US Commerce Secretary Gina Raimondo exclusively sat down with Morgan Brennan – discussing AI, the chips act and more.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Both the Dow and S&P saw record closes today following Nvidia’s strong earnings report. CNBC’s Bob Pisani breaks down those big moves in the market. Plus, Jon Fortt caught up with the Nvidia CEO Jensen Huang about the company’s blockbuster quarter. Analyst Dan Dolev from Mizuho gives his instant reaction to Block’s earnings report. And, top technician Jonathan Krinsky is highlighting two parts of the market – outside of tech – that he thinks investors should be watching right now.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Investors have had this day circled on their calendars for a while and it’s finally here: Nvidia’s Q4 results. We have you covered with the numbers and analysis from all angles, including where the stock goes from here and what it means for the rest of the market. BD8 Capital’s Barbara Doran, DA Davidson’s Gil Luria and Moor Insights & Strategy’s Patrick Moorhead dig deep into the numbers. Bessemer Venture’s Byron Deeter and Lux Capital’s Josh Wolfe give their take on what Nvidia means for the private markets and what companies and sectors could be next. Plus, Closing Bell Overtime’s 1-year anniversary.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
It’s another earnings bonanza after the bell rings for overtime with Palo Alto Networks, Diamondback Energy, Chesapeake Energy, Caesars and Toll Brothers all reporting. We have you covered with the numbers and analysis. Vital Knowledge’s Adam Crisfulli on what he makes of earnings season so far while Morgan Stanley’s Lisa Shalett on her favorite sectors and emerging markets. Former Palo Alto CEO Lane Bess on what he makes of the company’s latest earnings. Globalfoundries CEO Thomas Caulfield on his company’s allocation from the CHIPS Act. Zelman & Associates Co-Founder Ivy Zelman makes sense of the housing market as investors wait on the Fed.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
What should investors make of a market that has been tough to rattle even amid a bumpy stretch for economic data and with some signs of froth surfacing in its more speculative corners? Cameron Dawson from NewEdge and Payne Capital’s Courtney Garcia give their expert takes. Plus, top technician John Kolovos sees rising odds of a correction brewing in the charts. He explains why. And, a big move in mortgage rates today – Diana Olick breaks down what it means for the health of the housing market.
We have you covered on the major earnings today, including Coinbase, Doordash, Roku and DraftKings. Coinbase CFO Alesia Haas on the latest quarter, bitcoin and the incredible move in the stock. Doordash CFO Ravi Inukonda on how the delivery company is managing higher rates. Deere CFO Josh Jepsen on the agriculture cycle, precision agriculture, automation, and subscriptions for farmers.
Can a clean breakout follow this week’s brief shakeout? And are markets correct in shrugging off that uptick in CPI and softer retail sales report this morning ahead of PPI tomorrow? Rick Rieder – head of Blackrock’s Global Allocation team and CIO of Global Fixed Income – gives his expert take. Plus, top retail analyst Brian Nagel reacts to today’s weak retail sales report. And, we break down what to watch when Coinbase and Roku report in Overtime.
Averages bounced back today and finished near session highs and we heard from Cisco, Twilio, Applovin, Tripadvisor and more in earnings after the bell. CFRA analyst Keith Snyder dives deep into Cisco’s light guidance while Mizuho’s Siti Panigrahi analyzes Twilio’s numbers. JFrog and Informatica CEOs talk their strong quarters with Jon Fortt while CNH CEO Scott Wine discusses the global agriculture market. 13Fs from closely-followed investors including Warren Buffett and David Tepper on their latest stock positions. Plus, breaking news on Meta’s board and Elon Musk’s Tesla stake.
Ritholtz Wealth Management’s Josh Brown and T. Rowe Price’s Sebastien Page weigh in today’s market action following yesterday’s major sell-off. Plus, Jan Hatzius from Goldman Sachs gives his first reaction to CPI and breaks down what he is watching from the upcoming PPI report. And, Robinhood shares on the rise following last night’s earnings. CNBC caught up with the CEO for an inside look at the quarter.
A red day across the board during the session but an official earnings bonanza after the bell with Airbnb, Lyft, Instacart, Robinhood, MGM, Zillow and IAC reporting. We have the numbers and analysis on all of them, including with top analysts Mark Mahaney, Evercore ISI, and Dan Dolev, Mizuho. Bret Taylor on his new AI company and the latest at OpenAI. Plus, Vital Knowledge’s Adam Crisafulli on today’s selling and Globalfoundries CEO Thomas Caulfield on the environment for chips and his company’s latest earnings report.
Stock sunk in today’s session following some key inflation data. DoubleLine’s Jeffrey Gundlach reacts to that big move and breaks down what he’s forecasting for the months ahead. Plus, Sofi’s Liz Young and New York Life Investments’ Lauren Goodwin explain how they’re navigating the uncertainty. And, we dig into the big moves in financials, utilities and energy amid the broad sell off.
Another record close for the Dow and the S&P 500 notched an all-time intraday high before ending the day lower. Microstrategy’s Michael Saylor on bitcoin’s rise and his own company’s transformation. Former Uber CBO Emil Michael previews gig economy earnings. Chris Verrone, Strategas Head of Technicals, breaks down how the market is positioned while Interactive Brokers Chief Strategist Steve Sosnick on the one stock he says could derail the market. Earnings from Arista Networks, Avis Budget and Cadence Design. Tim Rezvan, Keybac energy analyst, on the sector’s rapid M&A pace.
Solus Alternative Asset Management’s Dan Greenhaus and BNY Mellon’s Alicia Levine explain their forecasts and whether or not they believe in the broadening. Plus, Sara Naison-Tarajano from Goldman Sachs Private Wealth is revealing how she is advising her ultra high net worth clients. And, retailing legend Mickey Drexler weighs in on the state of the consumer, inflation and the latest NRF/CNBC retail data.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Is the risk surrounding the rally increasing as the S&P keeps rising and some big name stocks go parabolic? Trivariate’s Adam Parker and NB Private Wealth’s Shannon Saccocia give their expert takes. Plus, the mega caps have seen double digit gains for the year. But can this narrow leadership continue its grind higher? Doug Clinton from Deepwater Asset Management weighs in. And, Nvidia rocketing higher once again. We tell you what’s behind that move and how the other chip stocks are reacting.
Another huge slate of earnings with Affirm, Pinterest, Expedia, Cloudflare and Take-Two reporting. Affirm CEO Max Levchin discusses a strong quarter and the investor reaction. Roth analyst Rohit Kulkarni on Pinterest’s quarter and its new partnership with Google. Dom Rizzo, T Rowe Price Global Technology Equity Strategy Portfolio Manager, gives his top picks in tech despite record levels in the market. Plus, Hawaiian becoming the first major airline to offer WiFi through Starlink; Morgan sits down with CEO Peter Ingram and a Starlink VP to discuss.
Has stocks’ record run gotten too exuberant? Wharton School Professor Jeremy Siegel gives his expert take on where he sees the market headed. Plus, as the S&P 500 hovered close to 5,000 Wells Fargo’s Chris Harvey explained how investors should position their portfolios. And, a rundown of what to watch from Take Two and Affirm results.
Disney CEO Bob Iger joins Closing Bell Overtime in a exclusive interview, sitting down with our Julia Boorstin to talk a strong quarter and the company’s $1.5B investment in Epic Games. Other earnings include PayPal, Wynn, Arm and Mattel. Plus, immediate analyst reactions to PayPal and Disney.
The S&P 500 nearly topping 5,000 in today’s session. Ritholtz Wealth Management’s Josh Brown and Senior Market Commentator Mike Santoli break down the crucial final moments of trade. Plus, Yardeni Research’s Ed Yardeni drills down on his forecast for stocks as we sit at record highs. And, Laura Martin from Needham tells us what she is watching from Disney’s report in Overtime.
Another earnings bonanza with Snap, Ford, Chipotle, Gilead and VF Corp reporting numbers. Vital Knowledge’s Adam Crisfulli reacts to it all. Plus, instant reaction to breaking news that ESPN, WBD and Fox are close to a deal to start a sports streaming service together from MoffettNathanson analyst Michael Nathanson. Interviews with Chegg CEO Dan Rosensweig and Freshworks CEO Girish Mathrubootham.
Anastaia Amoroso from iCapital, Veritas’ Greg Branch and Keith Lerner of Truist debate where they see the rally headed from here. Plus, Aswath Damodaran – the so-called “Dean of Valuations” – reveals the one Magnificent 7 stock he thinks is “priced to insanity. And, New York Times Columnist Jim Stewart breaks down what is at stake for Disney when it reports in Overtime tomorrow.
Stocks retreated after Friday’s record close; Cantor Fitzgerald’s Eric Johnston and Crossmark CEO Bob Doll break down how they are advising clients in the middle of earnings season. Earnings today include NXP Semi, Palantir, Simon Property and Chegg. DA Davidson analyst Gil Luria breaks down Palantir’s monster quarter. HSBC Private Bank Americas Chief Investment Strategist Jose Rasco on his favorite sectors. Plus, Jon looks back at 10 years of Satya Nadella’s leadership at Microsoft.
Is the so-called foundation of the market starting to show cracks? Morgan Stanley’s Erik Woodring explains what Apple’s under performance could mean for the mega-caps and the market more broadly. Plus, JP Morgan Asset Management’s Gabriela Santos is mapping out her rate cut forecast. And, Amy Kong from Corient says we need to see market breadth beyond big tech to sustain the rally. She makes her case and explains where she is seeing opportunity right now.
Deputy Treasury Secretary Wally Adeyemo talks the January jobs report that blew past expectations. Another record close for the S&P 500 and Dow, notching their fourth straight positive week. Unlimited Funds’ Bob Elliott and FS Investments’ Lara Rhame break down the latest earnings and today’s blockbuster jobs report. Needham senior analyst Laura Martin, a Meta bear, reacts to the tech giant’s standout earnings report. Coursera CEO on the latest quarter.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The final 3 Big Tech companies reporting earnings today: Apple, Amazon and Meta. We have you covered with instant reaction to these market-moving numbers. Wedbush analyst Dan Ives and Evercore’s Amit Daryanani break down Apple; Third Bridge’s Scott Kessler and Roth MKM’s Rohit Kulkarni make sense of Meta and Amazon, including Meta’s first-ever dividend. Plus Bespoke’s Paul Hickey and G Squared’s Victoria Greene on how to play these trades.
We count down to three of the most important earnings reports of this season: Apple, Amazon and Meta. Hightower’s Stephanie Link, Malcolm Ethridge of CIC Wealth and Virtus’s Joe Terranova debate what is at stake. Plus, Lauren Goodwin from New York Life Investment Management is giving her take on the road ahead for the Fed.
Fed Chair Jay Powell today cast doubts on the chances of a rate cut at the March meeting; his words sending stocks sliding. Ariel’s Charlie Bobrinskoy and Jefferies’ David Zervos break down his comments and the market reaction. Rosenblatt analyst Kevin Cassidy and Third Bridge analyst Lucas Keh break down Qualcomm’s strong earnings. Evercore Vice Chairman Krishna Guha gives his take on Powell’s commentary today. Plus, Rockwell Automation CEO Blake Moret on the latest quarter and our Julia Boorstin on what social media executives said today testifying in front of the Senate Judiciary Committee. Plus, one of the few Apple analysts with a sell rating on the stock discusses his outlook for the tech giant.
The first fed meeting of the year is officially in the books – along with the first news conference by chair Jay Powell. The question on everyone’s mind going in was when will the first rate cut come? We break down Powell’s comments and what it might mean for the market with DoubleLine Capital’s Jeffrey Gundlach. Plus, our all-star panel of Ritholtz Wealth Management’s Josh Brown, Sofi’s Liz Young and senior markets commentator Mike Santoli react to Gundlach’s big market calls and what it all means for your money.
The first two of the big tech names reported today: Alphabet and Microsoft. Investors are still digesting results but Vital Knowledge’s Adam Crisafulli gives his take. Evercore analyst Mark Mahaney on what he makes of Alphabet while DA Davidson’s Gil Luria digs into Microsoft’s report. CFRA’s Angelo Zino takes a look at AM and Stephens’ analyst Joshua Long breaks down Starbucks. Other earnings include Skyworks, Mondelez and EA. Plus, Morgan Brennan has an exclusive interview with Andreessen Horowitz co-founder Ben Horowtiz talks investing in America and the national interest.
We are counting down to the critical earnings reports in Overtime – with both Microsoft and Alphabet on the docket. All-star panel of Alger’s Ankur Crawford, JP Morgan Asset Management’s Meera Pandit and CNBC Senior Markets Commentator Mike Santoli break down what they’re watching and what it at stake. Plus, Sebastien Page from T. Rowe Price is flagging what he thinks is the biggest risk to the market this year. And, star chip analyst Stacy Rasgon explains what he is watching ahead of AMD’s report after the bell.
We get you set for a monster week of earnings from Big Tech companies. But before that, it was another record close for the S&P 500. Wells Fargo’s Scott Wren and Truist’s Keith Lerner break down positioning heading into this critical week. Earnings from F5 Networks, Super Micro, Cleveland-Cliffs, Nucor and Whirlpool. Juniper Networks CEO Rami Rahim on the company’s new AI-native networking platform. RBC’s Amy Wu Silverman on what the options market is predicting about big tech earnings. Klarna CEO Sebastian Siemiatkowski on the health of the consumer. Goldman’s Eric Sheridan previews big tech.
Does the three-month takeoff for stocks still have room to run? That question could be answered for us this week. Dan Greenhaus of Solus Alternative Asset Management breaks down what he is expecting. Plus, King Lip of BakerAvenue Wealth Management is mapping out what he is watching ahead of mega-cap earnings. And, Bank of America’s Chris Hyzy is breaking out his market playbook. He tells us what he is expecting from the Fed and what that might mean for stocks.
The first very busy week of this earnings season wraps up, including results from Tesla, Intel and Netflix. Renaissance Macro’s Neil Dutta and Wilmington Trust’s Meghan Shue break down the action. Jon sits down with Intel CEO Pat Gelsinger on the latest quarter and the company’s progress. Former Federal Reserve board member Frederic Mishkin on the latest data and if the Fed can celebrate victory over inflation yet. Payoneer CEO John Caplan on what his data is saying about the consumer.
What are stocks likely to do in the weeks ahead? Especially as we await a critical five days ahead. Professor Jeremy Siegel of the Wharton School maps out his forecast. Plus, Wedbush’s Dan Ives is changing his tune on Tesla. Earlier this week, he joined Scott Wapner at Post Nine and doubled down on his bull case for the EV maker. Now he’s saying he was “dead wrong.” He breaks down his updated take. And, Meta hit a fresh record today. Julia Boorstin explains what’s behind that major move.
Another busy day of earnings with Intel, Visa, T-Mobile, L3Harris, Western Digital and more reporting numbers. T-Mobile CEO Mike Sievert talks the latest quarter and how the company is competing with Verizon, AT&T. Moor Insights & Strategy CEO Patrick Moorhead breaks down Intel’s quarter. Mizuho’s Dan Dolev on Visa earnings. Franklin Equity Group Portfolio Manager Sara Araghi on earnings season so far.
Is it time to take some profits in some of the market’s biggest winners? Light Street’s Glen Kacher maps out his market strategy. Plus, Hightower’s Stephanie Link and Virtus’ Joe Terranova break down their market playbooks. And, star chip analyst Stacy Rasgon reveals what he is watching ahead of Intel’s report in Overtime and what he is expecting for the stock this year.
A busy day for earnings with Tesla, IBM, CSX, ServiceNow and more reporting and we have the numbers and what they mean, plus analyst from BD8’s Barbara Doran. Ark’s Tasha Keeney and former Tesla board member Steve Westly break down what the latest quarterly results mean. Evercore’s Amit Daryanani on IBM’s strong quarter driven by AI. Third Bridge’s Scott Kessler on ServiveNow.
The rally is still rolling on … even as some are now wondering whether stocks are starting to look a little lofty. Ed Yardeni – who is still bullish – is raising some of those key questions. He makes his case. Plus, star analyst Dan Ives of Wedbush breaks down what he is watching from Tesla’s report in Overtime today. And, Kristina Partsinevelos reveals what investors need to be watching from IBM’s report.
Ark Invest’s Cathie Wood talks her underperformance to start the year and names she still likes despite record highs. Netflix is the first big tech company to report; Evercore’s Mark Mahaney and Third Bridge’s Jamie Lumley break down the numbers and the investor reaction. Susquehanna Senior Equity Analyst Chris Rolland on Texas Instruments’ latest earnings. Vital Knowledge’s Adam Crisfulli on positioning as stocks continue to charge higher.
Is there enough going right for stocks to keep going up? Veritas’ Greg Branch and BMO’s Brian Belski debate their forecasts. Plus, Netflix is gearing up to release earnings in Overtime. Big Technology’s Alex Kantrowitz and shareholder Jason Snipe of Odyssey break down what they are expecting and what is at stake. And, Avery Sheffield from VantageRock is gaming out the Fed. She explains when she is expecting the first cut and what it could mean for your money.
UMW CEO and Phoenix Suns & Mercury owner Mat Ishbia on the housing market, whether demand is picking up and media rights. Archer Aviation CEO Adam Goldstein on his company’s deal with NASA. Plus, it was the second-straight record close for the Dow and S&P 500. Wells Fargo’s Scott Wren and Gentrust’s Mimi Duff break down how to position at these levels. Oakmark portfolio manager Tony Coniaris talks some of his favorite stocks right now. Third Bridge’s Peter McNally reacts to earnings from United Airlines.
Rockefeller’s Global Family Office Cheryl Young – who advises high net worth clients – reveals what she is forecasting for stocks. Plus, Chris Verrone is highlighting where he sees the S&P headed from here and the two sectors he is betting on right now. And, two top chip stocks moved in opposite directions today. Our Kristina Partsinevelos breaks down what is behind those moves – and what it might mean for the sector.
Record closes for the Dow, S&P 500 and Nasdaq-100 as markets shake off a wall of worry. BD8 Capital’s Barbara Doran and Franklin Templeton Fixed Income CIO break down how stocks can power higher in the weeks ahead. Melius’ Ben Reitzes on Apple’s Vision Pro. Citi Global Head of Healthcare, Consumer & Retail Chuck Adams on the dealmaking outlook for those sectors.
Is the S&P record a vote of confidence in the soft-landing story? Or a note of dissonance given the rally’s top-heavy leadership and lack of clarity on the interest-rate path? Trivariate’s Adam Parker and John Hancock’s Emily Roland give their expert takes. Plus, Scott Wapner sits down with billionaire and New Fortress Energy Founder and CEO Wes Edens. And, Gabelli’s Kevin Dreyer is flagging some under-the-radar stock picks he is betting on right now.
Stocks closed near session highs and powered higher throughout the final hours of trading; RBC Head of US Equity Strategy Lori Calvasina on if the early-year mini-swoon is over. Humana’s worst day since June 2023 after warning its costs would be higher-than-expected; Mizuho’s Jared Holz on what it means and how to play the sector. Nuveen CIO Saira Malik, who oversees $100B+ in AUM, talks her 2024 playbook. Cowboy Ventures’ Aileen Lee coined the term “unicorn” for private companies in 2013; now she’s back on what the next decade will look like. Plus, former Fed Vice Chair Alan Blinder on the Fed’s next moves and Citi’s Drew Pettit on playing fintech names.
Is this still a routine and needed pause after an overheated rally at the end of 2023? Or is the pressure building toward something more serious? Our all-star panel of Solus’ Dan Greenhaus, Virtus’ Joe Terranova and Crossmark’s Victoria Fernandez break down their thoughts. Plus, Doug Clinton from Deepwater Asset Management is bracing for an AI bubble. He explains how this factors into his 2024 tech playbook. And, top technician Jeff DeGraaf thinks it’s time to buy the dip in small caps. He makes his case. And, Humana shares getting hit today. CNBC’s Bertha Coombs reveals what is behind that move.
Stocks bounced in the final hour but it wasn’t enough to turn the averages positive on the session. Ariel Investments’ Charlie Bobrinskoy and BNY Mellon’s Jake Jolly on how to position as earnings season ramps up. CEA Chair Jared Bernstein talks the state of the economy and the Biden administration’s plan to target bank overdraft fees. Piper Sandler analyst Patrick Moley on Charles Schwab’s sell off after earnings; Oppenheimer’s Dominick Gabriele on Discover Financial earnings. Fairlead Strategies founder Katie Stockton on why the technicals support more upside for Nvidia, despite its wild 2023. Prologis CEO Hamid Maghadam on the company’s latest quarter and how the macro environment is impacting logistics.
Has investor sentiment gotten too bullish? Josh Brown of Ritholtz Wealth Management, CNBC’s Steve Liesman and New York Life Investment’s Lauren Goodwin discuss. Plus, Morgan Stanley’s Chris Toomey makes the case for caution and breaks down what he is expecting from the Fed this year. And, star VC investor Rick Heitzmann is giving his forecast for the magnificent 7.
Another negative day for the major averages after bank earnings rolled on. Vital Knowledge’s Adam Crisafulli and Datatrek Research’s Nick Colas break down the market action. Interactive Brokers Chairman Thomas Peterffy reacts to his company’s latest quarterly results and how the trading environment could be impacted by the Fed’s next move. Synopsys is buying Ansys for $35B; Synopsys CEO Sassine Ghazi on the synergies behind the deal. Invitation Homes CEO Dallas Turner on the current housing market. Plus, Morgan talks with Deere CTO Jahmy Hindman on the company’s just-announced partnership with SpaceX.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Averages ended the week higher for the 10th time in the past 11. Fundstrat’s Tom Lee and MUFG Americas Head of US Macro Strategy George Goncalves break down this week’s moves and look forward to earnings season. Our Leslie Picker and RBC analyst George Cassidy react to the first wave of bank earnings. 3Fourteen Research Co-Founder Warren Pies on where he’s positioning. Ben Reitzes, Melius Head of Technology Research, talks AI’s halo effect for tech stocks in 2024.
Are investors right to declare virtual victory over inflation and position for an easier fed? And is the stock market’s two-week pause a routine refresher or a warning that the late 2023 rally ran too far? Dan Greenhaus of Solus and Invesco’s Kristina Hooper weigh in. Plus, a CNBC exclusive with Citi CFO Mark Mason following that company’s earnings report earlier today. Henry McVey breaks out his playbook for 2024 and tells us where he is seeing opportunity this year. And, it was an ugly day for airlines. TD Cowen’s top analyst Helane Becker reacts to that sector’s sell-off.
It is finally here: the first day of trading for spot bitcoin ETFs. Marathon Digital CEO Fred Thiel and Mike Belshe, Bitgo CEO, on what it means for the price and the companies involved. IBM CEO Arvind Krishna talks AI deployment, the cloud and the company’s consultancy business. CrowdStrike CEO George Kurtz on how the company is adjusting to new threats as AI usage proliferates. Former Kansas City Fed President Thomas Hoenig talks the latest inflation data.
Has the sluggish start to 2024 lowered the bar heading into earnings season or is this a warning sign of rough trading ahead? Charles Schwab’s Liz Ann Sonder gives her expert take. Plus, JPMorgan’s Meera Pandit is mapping out where she’s seeing opportunity this year and the two overseas markets she is avoiding right now. And, top analyst Mike Mayo maps out what he is watching ahead of bank earnings tomorrow morning.
A busy market day got busier after hours when the SEC approved 11 spot bitcoin ETFs, including one from VanEck; CEO Jan van Eck joins to break down what it means for clients and crypto. Nasdaq CEO Adena Friedman talks AI in the marketplace, fighting financial crime and the IPO pipeline. BD8 Capital’s Barbara Doran and Evans May Wealth’s Brooke May discuss market positioning as tech stocks had another strong day. Plus, Retired Rear Admiral Joseph “Digger” DiGuardo on the attacks in the Red Sea and Dr. Emil Kakkis, Ultragenyx Founder, on the race to develop drugs for rare diseases.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The SEC’s X page was compromised, according to the agency, leading to an erroneous tweet saying Bitcoin ETFs had been approved. First, though, the markets: stocks mostly lower in trading Tuesday. Vital Knowledge’s Adam Crisafulli breaks down where he sees the market headed. Plus, Mercer US CIO Olaolu Aganga on her take on what sectors are set for a 2024 run higher. Coursera CEO Jeff Maggioncalda on his company’s new offering aimed at teaching CEOs on the best way to incorporate AI and Jack in the Box CEO Darin Harris on its spending plans. Geoffroy van Raemdonck, Neiman Marcus CEO, talks the high-end consumer. Plus, Morgan sits down with FBI Director Christopher Wray and NSA Director Gen. Paul Nakasone on the cyber threat from China and how generative AI is changing the playing field.
What is the outlook for stocks in this new year? Trivariate’s Adam Parker and Nicole Webb of Wealth Enhancement Group reveal what they’re expecting. Plus, Skybridge’s Anthony Scaramucci breaks down the looming bitcoin ETF deadline, his Fed forecast and more. And, there were some big moves in the consumer space. We drill down on the moves in the restaurants and retail today.
The averages rallied today with the Nasdaq climbing over 2% and the Dow shrugging off a major drag from Boeing. Barclays Head of US Equity Strategy Venu Krishna breaks down his top ways to play this market. Morgan interviews Abercrombie & Fitch CEO Fran Horowitz and Five Below CEO Joel Anderson from ICR Conference in Orlando; they discuss holiday sales, the state of the consumer and more. HSBC’s Joe Rasco, Global Private Banking & Wealth Chief Investment Officer, Americas, on where his clients are putting money to work. RBC analyst Ken Herbert on the investment implications from this weekend’s Boeing incident; former FAA Administrator Michael Huerta on how the company needs to approach its next few months.
What does the road ahead for your money look like with earnings season about to get underway? AJ Oden from JP Morgan Private Bank and NewEdge’s Cameron Dawson lay out their forecasts. Plus, Nvidia shares popped on some big announcements at CES. Star chip analyst Stacy Rasgon breaks down how he sees this impacting the stock in the year ahead. And, Capital Wealth Planning’s Kevin Simpson breaks down his latest trades.
The first trading days of 2024 are in the books and the major averages snapped their 9-week winning streaks. Lindsey Bell, 248 Ventures Chief Strategist, and Nathan Sheets, Citi Global Chief Economist, discuss what’s ahead for the markets. Moody’s Chief Economist Mark Zandi breaks down the December jobs report and what it means for the Fed. Barclays Co-Head of Investment Banking Taylor Wright talks the IPO pipeline and what sectors could see the most dealmaking in 2024, while Oppenheimer senior biotech analyst Jay Olson talks the health care sector and what stocks he is watching in the year ahead.
It’s been a slow start to 2024… so what lies ahead for stocks with some critical data and earnings looming next week? Payne Capital’s Courtney Garcia and Stephanie Link of Hightower reveal their forecasts. Plus, long-time bull Tom Lee from Fundstrat is making the case for caution in the first half of this year. He explains why. And, Stempoint Capital’s Michelle Ross is flagging some under-the-radar biotech picks she is betting on.
The Nasdaq closing lower for a fifth straight day amid more weakness in tech stocks. The major averages now on pace to snap an 8-week winning streak. Canaccord Genuity's Tony Dwyer discusses whether there's more pain ahead for the bulls or if investors should buy on this weakness. Citi Head of Investment Banking Tyler Dickson gives his outlook for deal making in 2024 and which sectors look the most ripe for mergers. Reddit Co-Founder & Venture Capitalist Alexis Ohanian just made a big investment in a bitcoin related company. He weighs in on the outlook for cryptocurrencies as well as the other areas of the market he sees opportunities in, including AI. Eli Lilly announcing plans to sell its popular weight loss drugs directly to consumers. A top pharma analyst tells us what that could mean for the stock. And Apollo Global Management Chief Economist Torsten Slok on what the Fed's December pivot could mean for the job market and the economy.
Has the enormous end of year rally become the great giveback of 2024? Trivariate’s Adam Parker and Virtus’ Joe Terranova map out their theories. Plus, Corient’s Amy Kong explains what she’s forecasting for the magnificent 7 this year. And, top technician Jeff DeGraaf is mapping out the market… and reveals the two sectors he is betting on right now.
It's been a rough new year for the bulls as the major averages sink again. Tech and small caps among the biggest underperformers. JPMorgan Asset Management's David Kelly and BD8 Capital CEO Barbara Doran react to the sell off and whether this is a buying opportunity for investors. Former Fed Vice Chairman Alan Blinder explains what the Fed is looking for in Friday's December Jobs Report – and what it could mean for the central bank's interest rate strategy. BMO Capital's Simeon Siegel reveals his shopping list for retail stocks in 2024. And Melius Head of Technology Research Ben Reitzes has his own shopping list: under the radar AI plays.
As the Santa Claus rally ends, investors are positioning for whatever a new year could bring. Josh Brown of Ritholtz Wealth Management and iCapital’s Anastasia Amoroso break down their playbook for 2024. Plus, Evercore’s Roger Altman reveals the two headwinds that he thinks could derail a strong year for stocks. And, we break down the swarm of activist action surrounding Disney. CNBC’s Leslie Picker has all the details and what it could mean for the stock in the long run.
Stocks kick off the year mostly in the red although the Dow did finish slightly higher. Evercore ISI's Julian Emanuel lays out his 2024 playbook and discusses whether investors should be buying on pullbacks. Strategas' Chris Verrone says the burden of proof is on the bears to begin the trading year. The tech sector sharply selling off after Barclays downgraded Apple to sell over lackluster iphone sales. Goldman Sachs' Eric Sheridan discusses whether that's a warning for other mega-cap tech stocks. And CNH Industrial CEO Scott Wine on the demand for agricultural equipment like tractors and how that could impact commodity prices.
A new trading year is officially underway so the big question is: is the bull market safe and sound… or just taking on a different look? Dan Greenhaus of Solus Alternative Asset Management and New York Life Investments’ Lauren Goodwin give their takes. Plus, tech saw a year of strength in 2023. VC investor Rashaun Williams breaks down whether he thinks its time to trim tech or if the sector still has room to run in the New Year. And, one of the street’s biggest bulls - NFJ’s John Mowrey – reveals his 2024 playbook.
The Nasdaq was the big winner of the year – up more than 40% on the year, which is its best performance since 2020. The Dow, S&P and Russell all finished strong with their fourth positive year in the last five years. Now it’s all about what to do in the 2024. Vital Knowledge’s Adam Crisafulli and Victoria Green of G Squared Private Wealth break down their year-ahead strategies. Plus, RBC’s Gerard Cassidy reveals his playbook for the banks in 2024. And, investors are eyeing big gains for the new year… in the fitness space. Brandon Gomez explains the key stocks to watch amid the resurgence of New Year’s resolutions.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The S&P hovered near a record close but didn’t quite make it – though the Dow did notch its seventh record high this month. James Demmert from Main Street Research and Paul Hickey from Bespoke weigh in on this year-end market action. Plus, CNBC.com’s Tanaya Macheel breaks down what to expect from crypto in 2024. And, the CEO of Suntory – the company behind Jim Beam and Maker’s Mark – explains how a big tariff pivot could impact its bottom line.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks close higher again as the S&P 500 inches closer to a record high and the major averages try to extend their 8-week winning streak. Tesla one of the top performers on Wall St. on a report it is revamping its Model Y at its Shanghai Factory. Roth Capital's Craig Irwin discusses whether the stock can keep rallying. eToro U.S. CEO Lule Demmissie weighs in on the state of retail investors and whether they can help fuel the next leg of the market rally. And Re/Max CEO Nick Bailey discusses whether existing home sales can rebound now that mortgage rates are on the decline.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks surging again as the major averages try to extend an 8-week win streak. Long-time bull Tom Lee says the market can keep rallying in the new year – and reveals which group he thinks can soar 50%. Another day, another buyout in the biotech industry. This time it's two deals. Astrazeneca acquiring Gracell Biotechnoligies for $1.2B and Bristol Myers buying Rayzebio for $4.1b and comes just days after Bristol announced a $14b deal for Karuna Therapeutics. Wedbush Biotech analyst Laura Chico says the M&A action should continue next year and names her top picks in the space. The Mastercard spending pulse report shows holiday retail sales increased 3% from a year ago despite retailers warning about spending concerns. Neuberger Berman's John San Marco and Bernstein's Nikhil Devnani name their top retail and e-commerce picks. And Frontdoor CEO Bill Cobb discusses his red hot stock, which has been soaring along with the housing market. He discusses whether consumers are still spending on home warranties and repairs and if he is able to increase prices.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
A mixed day for the major averages, but stocks managed another winning week – the longest weekly win streak for the S&P 500 since 2007. Wealth Enhancement Group’s Nicole Webb and MUFG Head of US Macro Strategy George Goncalves give their outlook for the final trading days of the year and what to expect in 2024. Nike fell hard following last night’s earnings report. Long-time retail analyst Dana Telsey discusses if it’s a red flag for the rest of the sector. Shopoff Realty’s CEO talks about the impact of rate cuts on the real estate space. Plus a potential new funding round for OpenAI, why banks borrowed billions from the Fed last week, and a look at the forecast for the cloud and enterprise software with the CEO of HashiCorp.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks gained back ground following Wednesday’s slide, but Nike moved lower on quarterly results. Analyst Brian Nagel joins to break down the quarter. Commerce Secretary Gina Raimondo talks in an exclusive interview about chips and reports about China president Xi’s comments surrounding Taiwan, plus thoughts on Nippon Steel’s deal to buy U.S. Steel. The CEO of Nordic American Tankers on protecting his fleet in the Red Sea. And IMAX CEO Richard Gelfond on what big media consolidation would mean for the movie business.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks slid sharply in the final hours of trading and the Dow snapped a nine-day winning streak. Citi’s Scott Chronert and Strategic Wealth Capital’s Adrianne Yamaki break down the sell off. Earnings from Micron and reaction from Baird analyst Angelo Zino. Our Alex Sherman reports on the bosses at Warner Bros. Discovery and Paramount meeting about a possible merger. GTIS Partners President and CIO Tom Shapiro on the housing market.
Stocks sunk in the final hour of trade today. But Fundstrat’s Tom Lee is sticking to his bear case. He explains why. Plus, Warren Pies from 3Fourteen Research tells us why he thinks weird could be the new normal next year. And, JP Morgan’s Gabriela Santos breaks down how she is navigating this downturn and where she is seeing strength in 2024.
Charles Schwab Chief Investment Strategist Liz Ann Sonders on the Fed’s next move and if markets are overreacting right now. FedEx earnings with instant analysis from Melius Research’s Conor Cunningham. Global Defense Lead at Palantir, Doug Philippone, talks investing in the sector, the state of global security and how uncertainty in the Red Sea is impacting supply chains. Bessemer Venture Partners’ Byron Deeter on investing in software in 2024 and potential fallout from Adobe and Figma walking away from each other.
Some bears won’t buckle even as sentiment continues to improve – including Cantor’s Eric Johnston. He explains why he is sticking to his case. Plus, Rich Saperstein of Treasury Partners – one of Barron’s top 100 financial advisors of 2023 – is breaking out his market playbook for the new year. And, solar stocks soared in today’s session. Pippa Stevens breaks down what is behind that bounce.
High-profile interviews with CEOs of Cleveland-Cliffs on why he’s happy to not buy IS Steel and Masimo CEO on Apple’s decision to pause some Apple Watch sales amid Masimo’s patent dispute with the tech giant. Plus, MicroStrategy’s Michael Saylor on Bitcoin’s surge and why he’s still bullish for more upside. Market talk with John Hancock’s Emily Roland and Wells Fargo’s Darrell Cronk. TD Cowen President Jeff Solomon gives his outlook and predictions for 2024. Former KC Fed President Thomas Hoenig parses recent Fedspeak and the market’s reaction.
Many lagging sectors have ripped over the past six weeks – including banks, materials and industrials. Is the better breadth just beginning? Trivariate’s Adam Parker and NB Private Wealth’s Shannon Saccocia break down what they’re expecting. Plus, Tony Pasquariello from Goldman Sachs says now is not the time to give up on mega cap tech. And, we break down the move in Adobe as it calls off its plan to buy software company Figma.
The Dow ended Friday at a record high and the major averages notched their seventh straight week of gains. Morgan Stanley’s Daniel Skelly and Ironsides’ Barry Knapp break down where the market goes from here. Citi is closing its once-heralded muni business; our Hugh Son details the latest moves of CEO Jane Fraser’s turnaround efforts. Charles Schwab Chief Fixed Income Strategist Kathy Jones on her playbook for 2024. Lacework CEO Jay Parikh on new SEC cyber security rules. Wells Fargo analyst Mohit Bansal on his top pharma picks for 2024. Plus, Care Bears and what it reveals about the state of post-pandemic supply chain.
Does the Fed relief rally have any juice left? New York Life Investment’s Lauren Goodwin and Jordan Jackson of JPMorgan Asset Management give their forecasts. Plus, Oppenheimer’s Brian Nagel breaks down his top picks for 2024 in the retail space. And, Roku shares were under pressure in today’s session. Julia Boorstin explains what is behind that drop.
Another record high for the Dow as investors continue to parse Fed Chair Jay Powell’s message on rates. Fundstrat bull Tom Lee joins to break down why he is still optimistic heading into next year. Earnings from Lennar and Costco, including analyst reaction. Legendary VC investor Vinod Khosla on why optimists need to win out on AI. CEA Chair Jared Bernstein on the strong retail sales, falling gas prices, and President Biden’s economy.
Is it time to do your own pivot out of large cap growth stocks and into areas of the market that have dramatically lagged? Anastasia Amoroso from iCapital gives her take. Plus, Mark Okada from Sycamore Tree Capital Partners sees higher rates in the new year. He explains why. And, star analyst Stacy Rasgon tells us what today’s Intel AI event might mean for the stock.
The Dow closed at a record high after Fed Chair Jay Powell’s dovish comments following the latest FOMC meeting. Jefferies’ David Zervos and our Steve Liesman break down what it all means for your portfolio. Davidson analyst Gil Luria on Adobe earnings. Samantha McLemore has worked with Bill Miller for more than two decades; she started her own firm recently and joins to discuss top stock picks that still have room to run despite the recent market rally. Plus, Evercore’s Krishan Guha on the Fed and SpaceX’s booming valuation.
Fed Chair Jay Powell held his final meeting and news conference of the year. DoubleLine’s Jeffrey Gundlach gives his first and exclusive reaction. He breaks down he sees rates headed from here and what it might mean for the economy. Plus, Ritholtz Wealth Management’s Josh Brown, Sofi’s Liz Young and Senior Market Commentator Mike Santoli break down the final minutes of the trading day as the Dow closes at an all-time record high.
Major averages notched their fourth consecutive positive session as investors await tomorrow’s Fed decision on rates. Truist’s Keith Lerner and Crossmark’s Bob Doll break down the market action. Former Army Secretary Eric Fanning on the outlook for defense as Congress wrestles with the budget. Meritage Homes CEO Phillippe Lord on rates impact on the housing market and the company’s strong performance. Netflix released a new engagement report showing some of its top shows and how long users are streaming; Wedbush’s Alicia Reese on the key takeaways for investors.
Schwab’s Liz Ann Sonders and Trivariate’s Adam Parker weigh in with where they see stocks headed from here. Plus, Goldman Sachs President & COO John Waldron with his exclusive take on the markets, fed and the economy. And, T. Rowe’s Sebastien Page is breaking down his forecast for the fed and what he’s expecting from Powell in the New Year.
Major averages notched their third straight positive session. Wells Fargo’s Scott Wren and CFRA’s Sam Stovall break down the market action. Jefferies analyst Brent Thill breaks down Oracle’s revenue miss. Caruso Founder Rick Caruso talks rumors of a Macy’s sale and the broader state of commercial real estate. CRISPR Therapeutics CEO Sam Kulkarni on his company’s partnership with Vertex Pharma leading to breakthrough FDA approval for a sickle cell treatment, the first in US to be approved that uses CRISPR gene-editing technology.
Are the fed and the market aligned or at odds? And how might that influence the rally in the weeks ahead? JP Morgan Asset Management’s Gabriela Santos and Veritas Financial Group’s Greg Branch debate their forecasts. Plus, Ed Yardeni reveals the level he thinks the S&P could hit in 2024. And, we break down what to watch when Oracle reports results in Overtime.
Google shares fell after news that its AI demo this week may have been edited; our Steve Kovach on what it all means. Major averages notch their sixth straight week of gains. Jon sits down with Vista Equity’s Robert Smith on the current state of the software market. Evans May Wealth’s Brook May and Unlimited’s Bob Elliott break down the week’s action. Plus, KBW’s Christopher McGratty on top bank picks for 2024 and Incredible Health CEO Dr. Iman Abuzeid on how her company is using AI to help healthcare workers.
What lies ahead for stocks as next week’s fed meeting looms large? Cameron Dawson of NewEdge gives her expert forecast as we wrap up the week. Plus, top Apple analyst Erik Woodring says the bull case for the tech giant has been reignited. And, CIC Wealth’s Kevin Simpson reveals the new tech name he is buying.
Tech stocks powered higher today, led by strong gains in AMD and Google. Axonic’s Peter Cecchini and Ned Davis Research Chief US Strategist Ed Clissold break down the market action. Earnings from Lululemon, Broadcom, RH and Docusign. Former Fed Vice Chairman Richard Clarida on what the Fed will do in 2024. Telsey Advisory Group CEO Dana Telsey breaks down the strength of the consumer and Lululemon’s numbers. Susquehanna’s Chris Rolland talks Broadcom. Broadridge CEO Tim Gokey on the plumbing underpinning the financial system.
What’s in store for your money in the new year? Tom Lee from Fundstrat is forecasting more strength for stocks in 2024. He makes his case and lays out his forecast. Plus, CIC Wealth’s Malcolm Ethridge reacts to the surge in Alphabet – a stock he sold earlier this year. He explains what he needs to see from the company before getting back in on that trade. And, Broadcom and Lululemon are reporting results in Overtime. Shareholder Joe Terranova breaks down what he’s expecting from those numbers.
AMD unveiled a new chip aimed at taking market share from Nvidia in the AI arms race; CEO Lisa Su gave us her first comments after the company’s event. Plus, RBC’s Lori Calvasina on markers heading into year-end and her 2024 outlook, plus C3.AI CEO Tom Siebel on his company’s latest quarter and demand for AI. Tortoise’s Rob Thummel gives energy picks to buy that he says will do well regardless of the price of oil. AeroVironment CEO Wahib Nawabi on the strong quarter and growing demand worldwide.
Is the recent rotation real and is it truly time to turn your portfolio upside down as the new year approaches? Liz Young from Sofi gives her expert forecast. Plus, star chip analyst Stacy Rasgon breaks down all the biggest headlines from AMD’s big AI event. And, Alger’s Ankur Crawford is looking outside the magnificent seven for her 2024 playbook. She explains where she’s finding opportunity.
Wolfe Research’s Chris Senyek out with a bearish market call; he joins the show to break down the reasons he’s pessimistic. Earnings from MongoDB, Box and Toll Brothers, plus market talk with Profit Investments CEO Eugene Profit and Vital Knowledge’s Adam Crisafulli. Gabelli Funds PM Jeff Jonas gives his top healthcare picks. Seaport analyst Ken Zener breaks down Toll Brother’s numbers and the broader homebuilding sector. Plus, our Eunice Yoon on why Moody’s issued a warning on China’s credit outlook.
The great debate in the market right now over where your money is likely to go takes center stage as NFJ’s John Mowrey and Cantor Fitzgerald’s Eirc Johnston argue their forecasts. Plus, Oz Pearlman – the so-called “Wall Street Mentalist” – explains his career path from Merrill Lynch to reading minds. He also showcases his talents by doing a trick live on set with Scott Wapner. And, Michelle Ross from StemPoint Capital makes the bull case for biotech.
Major averages ended lower today, but well off the lows. Wilmington Trust’s Meghan Shue and Bespoke’s Paul Hickey break down the market action. Morgan sits down with Commerce Secretary Gina Raimondo, Boeing Defense CEO Ted Colbert and Air Force Secretary Frank Kendall at the Reagan National Defense Forum. Blackstone’s private equity group has $40B in dry powder it can deploy; group head Joe Baratta on the top opportunities his team sees and why public markets are more interesting than private right now. Jefferies analyst Sheila Kahyaoglu on industry implications for Alaska Air’s purchase of Hawaiian Airlines. Plus, Roche buys its way into the obesity drug craze.
Where is your money going to work best during this final stretch for stocks? Blackrock’s Rick Rieder gives his forecast. Plus, Dan Greenhaus of Solus Alternative Asset Management and Nicole Webb of Wealth Enhancement group give their reaction to Rieder’s big market predictions. And EMJ’s Eric Jackson explains how he is trading the rally in the crypto space.
The S&P 500 closed at a 52-week high as the first day of December carried over strength from November. Jefferies’ David Zervos and 3Fourteen’s Warren Pies break down the market action. Morgan is at the Reagan National Defense Forum and sits down with Palantir CTO Shyam Sankar on how the company is using AI to win clients and GlobalFoundries CEO Thomas Caulfield on global chip supply chain and its impact on geopolitical tensions. Our Angelica Peebles on Pfizer’s worst day in two years. talks the company’s clients and AIP Bootcamp. Plus, Samsara CEO Sanjit Biswas on strong earnings and bringing efficiencies to transport companies.
After the best month for stocks in nearly a year and a half, is there now enough reasons to get more bullish? Trivariate’s Adam Parker and Hightower’s Stephanie Link weigh in. Plus, BTIG’s Jonathan Krinsky is “betting on the losers” this month. He explains why. And, Paramount shares popped today. We tell you why Apple is responsible for that jump… and what it could mean for the rest of the media stocks.
Stocks closed out a strong November today – the S&P 500 posted its best month since July 2022 and 10 out of 11 sectors were higher. Our Mike Santoli breaks down the move and what it means. Earnings from Dell, Marvell and Ulta. RTX CEO Greg Hayes on the demand for US supplies around the world in an exclusive interview. Plus, Elon Musk hosts the Cybertruck unveil.
What area of the market will work better in the new year? Two famed investors gave their own differing views – one says growth and the other says value. Virtus’ Joe Terranova and Requisite Capital’s Bryn Talkington break down their outlooks. Plus, Tesla held its Cybertruck event this afternoon. We drill down on the biggest highlights. And, Gabriela Santos from JP Morgan Asset Management is revealing her 2024 forecast and how she’s playing the market in the new year.
Stocks finished the day near the flatline after a up and down session on Wall Street, but individual names saw big swings after-hours on earnings. Analyst Rishi Jaluria gave his first take on Dow component Salesforce after those shares climbed on quarterly results. The CEO of Pure Storage discussed his company’s quarter, with that stock pulling back hard on soft guidance. Plus a rare interview with the new Chairman of the Joint Chiefs of Staff, breaking down the connections between geopolitics and the economy, and a closer look at GM’s push higher.
With economic growth revised higher for last quarter alongside prices easy and treasury yields breaking down toward a 3 month low – are we back to pricing in a soft economic landing as the base case? Greg Branch from Veritas and Kristina Hooper of Invesco debate their forecasts. Plus, Corient’s Amy Kong breaks out her playbook for the tech trade heading into 2024. And, top analyst Brent Thill reveals what he will be watching from Salesforce’s results after the bell.
Berkshire Hathaway Vice Chairman Charlie Munger passed away at 99. Our Becky Quick has known him for decades and reflects on his life and legacy. Plus, interviews with AWS CEO Adam Selipsky and Zscaler CEO Jay Chaudhry.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
What could the last month of the year bring for stocks? NewEdge’s Cameron Dawson and Citi Global Wealth’s Kristen Bitterly break down how they are playing the final month of 2023. Plus, “the Dean of Valuation” Aswath Damodaran of the NYU Stern School of Business tells us if he thinks the rally has staying power. And, we break down the stocks seeing the biggest gains this Cyber Monday.
Stocks logged their fourth-straight week of gains in a holiday-shortened session on Wall Street. Barry Knapp from Ironsides Macroeconomics and David Bahnsen of The Bahnsen Group weigh in on the rally and how long it can last. Analysts Brian Nagel and Olivia Tong share their retail shopping lists with top picks heading into the holiday season. Evercore's Amit Daryanani talks about reports that Apple's iPhone sales dropped during China's Singles Day sales event, and what that could mean for the holidays in the U.S. Plus the latest on the drama at OpenAI, the top transports to watch, the CSX derailment, and new developments in weight loss drugs.
Does the risk-on sentiment of November bode well for the duration of the holidays, given seasonal forces? Or is there too much optimism at play that leaves the market vulnerable to even the tiniest bit of disappointment? Dan Greenhaus of Solus gives his forecast. Plus, top retail analyst Simeon Siegel breaks down which stocks he thinks will be winners this holiday season. And, Fundstrat’s Tom Lee is still betting on a year end rally. He explains why.
Sam Altman is back in charge at OpenAI, this time with a new board that include Bret Taylor as chair. Wedbush’s Dan Ives and TechCrunch’s Connie Loizos break down what it means for employees, investors and the AI ecosystem. Plus, averages on pace for their fourth straight weekly gains as investors head into Thanksgiving. G Squared Private Wealth’s Victoria Greene and John Hancock Investment Management Co-CIO Matthew Mishkin break down the market action, including stock drops for Nvidia and Deere. Meanwhile oil slipped after OPEC+ postponed a key meeting; OPIS co-founder Tom Kloza on what it means for the US and prices at the pump. Former Kansas City Fed President Thomas Hoenig on jobless claims and the Treasury curve; CFRA’s Ken Leon on what Disney shareholders should think after one year after Bob Iger’s return.
After gaining more than 10% in under four weeks is this stock market getting overcooked? Or can the market continue to feed off soft-landing hopes and positive seasonal patterns into December? Bryn Takington of Requisite Capital Management gives her expert forecast. Plus, oil was under pressure today after OPEC+ postponed its policy meeting. We break down the details and what is at stake for the energy space. And homebuilders on the move on the back of key mortgage data. Homebuilder analyst Ken Zener from Seaport gives his take.
Investors were keyed in Nvidia reporting Q3 numbers after the bell and we have you covered from every angle. Analysts Stacy Rasgon of Bernstein and Neuberger Berman’s Dan Flax on the stock reaction while Main Street Research CIO James Demmert talks the shareholder angle. Our Kate Rooney sits down with Coinbase CEO Brian Armstrong in his first comments responding to Binance CEO CZ stepping down after pleading guilty to violating criminal U.S. anti-money-laundering requirements.
What’s at stake when Nvidia reports in Overtime? All-star panel of Stacy Rasgon, Jason Snipe and Joe Terranova break down what they’re expecting. Plus, Schwab’s Liz Ann Sonders explains what she is expecting from stocks in the new year. And, Capital Wealth Planning’s Kevin Simpson is shaking up his portfolio. He reveals his latest moves.
We take you inside the dramatic AI arms race as Microsoft hires ousted OpenAI CEO Sam Altman. Jon Fortt recently spoke with Microsoft CEO Satya Nadella about the company's AI future. Plus, a panel of experts weigh in on what Altman's hire means for the software giant.
TechCrunch editor-in-chief Connie Loizos breaks down what happens to AI funding in Silicon Valley in the wake of the turmoil at OpenAI while DA Davidson’s Gil Luria gives his take on the impact on public companies, including Microsoft and Amazon. Markets closed higher today as investors digested multiple developments on the AI front. Bank of America’s Liz Everett Krisberg on how the consumer looks heading into the holiday season, while RBC’s Helima Croft on the big moves in oil over the past week. Plus, what OpenAI means for Nvidia earnings.
How far can the AI fueled rally really run? Adam Parker from Trivariate gives his take. Plus, Big Technology’s Alex Kantrowitz and CIC Wealth’s Malcolm Ethridge weigh in on the chaos at Open AI and what it might mean for Microsoft’s stock. And, Anastasia Amoroso of iCapital breaks out her 2024 market playbook.
A shocking Friday news dump in to the tech world as OpenAI announces Sam Altman is out as CEO, effective immediately. We have reaction from the VC world with Madrona Managing Director Matt McIlwain and the equities side with Jefferies analyst Brent Thill. Averages notched their third straight weekly gains; Truist’s Keith Lerner and Annandale Capital’s George Seay talk the market action. Unlimited CEO Bob Elliott on why Wall Street may be overestimating the chance for a Fed cut soon. Plus, Jon breaks down the ideological pattern of Elon Musk’s posts on X.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Amazon announced it will begin selling cars on its site, sending Carvana down 8% at one point; CEO Ernie Garcia joins to discuss why he says increasing online sales helps everybody. Stocks mostly held steady, but remain higher on the week. Vital Knowledge’s Adam Crisafulli and UBS Senior US Equity Strategist Nadia Lovell break down the market action. Earnings from Ross Stores, Applied Materials and Gap. Plus, our Deidre Bosa on why Alibaba shares tumbled today. BMO analyst Simeon Siegel on Gap’s numbers. KKR Chief Investment Strategist for Global Wealth, Paula Campbell Roberts, on how she is enhancing the traditional 60/40 portfolio for her clients.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
After a complex mission failure involving its Electron rocket in mid-September, Rocket Lab now expects to resume launches as soon as the end of November. An launch by year-end is pivotal for the company as it looks ahead to 22 Electron missions on the manifest in 2024. Morgan Brennan sits down with co-founder & CEO Peter Beck to discuss the upcoming mission cadence, the latest on Neutron, space systems & launching hypersonic drones for the Pentagon.
Microsoft unveiled two new AI chips today; Jon Fortt sits down exclusively with CEO Satya Nadella to talk the transformation in tech. Averages closed higher after Tuesday’s mega-rally. BD8’s Barbara Doran and Ariel Investments’ Charlie Bobrinskoy break down the market action and earnings from Cisco and Palo Alto Networks. JMP analyst Trevor Walsh breaks down the drop in Palo Alto billings. Neuberger Berman’s John San Macro on the muddled state of the consumer that’s being painted during earnings season.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
We have you covered from every angle on a huge rally on Wall Street. Bespoke’s Paul Hickey on some of the big movers but Rich Weiss, American Century Investments CIO of Multi-Asset Strategy Group isn’t convinced on the rally. Neither is Rosenberg Research’s David Rosenberg, who gives a few reasons to remain cautious. On the other side, Piper Sandler’s Craig Johnson says keep buying as there is more upside ahead. Plus, our Kristina Partsinevelos on what moves the biggest players in the market are making.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Markets vacillated throughout the session but ended the day little changed after Friday’s rally. Solus’ Dan Greenhaus and Edward Jones’ Mona Mahajan break down the market action and what how they are recommending clients position their portfolios heading into year-end. Bernstein’s Stacy Rasgon on what investors need to know about Nvidia’s new AI chip, unveiled today. The Blueshirt Group’s Gary Dvorchak will be at the Xi Jinping banquet at this week’s APEC summit; he shares what both sides hope to gain from sideline talks. Janus Henderson’s Global Head of Multi-Asset, Adam Hetts, on where investors can find value right now. Plus, Courtney Reagan looking ahead to a major week of retail earnings and Morgan speaks with Tyson CEO on the changes in consumer behavior he is seeing.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Major averages ended the week higher for their second straight positive week and the Nasdaq had its best day since May. Gentrust’s Mimi Duff helps break down the market action while 3Fourteen’s Warren Pies talks the move in oil. Council on Foreign Relations President Michael Froman on next week’s APEC meeting and what could come out of sideline talks between President Biden and China’s Xi Jinping. FICO CEO Will Lansing on the America consumer and spending levels heading into the holiday season. Matt Desch, Iridium CEO, on what’s next for the company after Qualcomm ended its 10-month partnership. BTIG’s Marie Thibault on the major moves in weight-loss drug companies. Plus, our Kate Rooney on the hottest new trend in investing: T-Bill & Chill.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Nasdaq and S&P 500 snapped their winning streaks after comments from Fed Chair Jay Powell and a weak 30-year auction. Barclays Head of US Equity Strategy Venu Krishna breaks down the market action. Eli Lilly CEO David Ricks joins in an exclusive interview to discuss the company’s weight-loss drug getting FDA approval. CFRA analyst Zach Warring breaks down Wynn’s earnings. Oakmark’s Bill Nygren on his top value picks heading into the year end. Plus, NBER Director John Lipsky on the path forward on inflation.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Disney posted strong numbers for its Q4 and full-year. CEO Bob Iger sits down with Julia Boorstin for an exclusive interview on Disney+, ESPN, the strike and more. Plus, reaction from former ESPN CEO Steve Bornstein. Shift4 CEO Jared Isaacman on the latest quarter and fintech trends.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Major averages notched another positive session. Vital Knowledge’s Adam Crisfulli on the market action. Earnings from Gilead, eBay, Robinhood, Lucid, Rivian, Cava and Klaviyo. Mizuho’s Dan Dolev on Robinhood and Toast’s quarter. Interactive Broker’s Thomas Peterffy on market volatility and elevated rates impact on trading. CNH Industrial had a rough day; CEO Scott Wine on the softness the company is seeing in the global economy. Oscar Health CEO Mark Bertolini talks the company’s strong quarter and what’s ahead for the ACA and health insurance because of rising rates.
Is the rally too extended to continue or is it just getting started? Cameron Dawson from NewEdge and NB Private Wealth’s Shannon Saccocia give their forecasts. Plus, Jim Stewart – who wrote the book on Disney – breaks down what he’s watching ahead of that company’s earnings. And, Goldman Sachs Private Wealth’s Sara Naison-Tarajano discusses her year-end playbook.
The major averages closed higher again, extending last week’s strength. Evercore’s Julian Emanuel walks through why he still sees a rally in the S&P 500 to end the year. Earnings from Tripadvisor and NXP Semiconductors. Bernstein analyst Stacy Rasgon breaks down the numbers. Bill Shopoff, Shopoff Realty CEO, talks his company’s real estate portfolio and how the sector is dealing with rising rates. Neuberger Berman CIO Joseph Amato on why investors should consider small-caps right now. 3Fourteen Research co-founder Fernando Vidal on the significance of today’s OpenAI developer day.
Has the set-up for stocks improved enough to support a rally into the end of the year? iCapital’s Anastasia Amoroso gives her expert market take. Plus, Billionaire Investor Marc Lasry breaks down his forecast for the Fed, rates and where he is seeing opportunity right now. And, we drill down on all the key themes and metrics to watch when NXP reports after the bell.
It was the best week of the year for the major averages. G Squared Private Wealth’s Victoria Greene and CFRA’s Sam Stovall break down the market action. Founders Fund’s Keith Rabois talks where VC money is headed right now, plus the role of corporate America in geopolitics. Former NEC Deputy Director Bharat Ramamurti talks the cooler-than-expected October jobs report and what it means for the Fed. Redfin CEO Glenn Kelman on his stock’s volatile week and a potential landmark court case. BitGo was chosen as the custodian of FTX creditor money; CEO Mike Belshe joins to discuss what’s next after Sam Bankman-Fried’s trial. Piper Sandler’s Craig Johnson on key technical levels.
This week we got a jobs report, Apple earnings and a Fed meeting… and stocks rallied after each one of them. Is this the all-clear for stocks investors have been waiting for? New York Life Investments’ Lauren Goodwin gives her take. Plus, Apple shareholder Bryn Talkington of Requisite Capital Management reacts to the company’s sales numbers. And, Morgan Stanley’s Chris Toomey explains how he is advising his high net worth clients right now.
Another market rally as averages on pace for their best weekly performance of the year. Hightower’s Stephanie Link and Wells Fargo’s Scott Wren break down the market action. Apple’s Q4 numbers closely watched by the market; we cover every angle with Evercore analyst Amit Daryanani, Big Technology Founder Alex Kantrowitz, and shareholder George Seay of Annandale Capital. Plus, Steve Kovach speaks with CEO Tim Cook. Francisco Partners is one of the top VC firms by deal volume; Co-Founder Dipanjan Deb on what he likes right now. Other earnings from Dropbox, Paramount, Carvana, Expedia, Booking Holdings, Block, Coinbase, Live Nation, Skyworks and DraftKings.
Questions about the iPhone and China looming large ahead of Apple’s earnings after the bell. All-star panel of Wedbush’s Dan Ives, Virtus’ Joe Terranova and CIC Wealth’s Malcolm Ethridge break down what they are expecting. Plus, Gabriela Santos from JP Morgan Asset Management is mapping out what she thinks the Fed’s next move might be. And, Vantage Rock’s Avery Sheffield is laying out where she is seeing opportunity right now.
Stocks surged after Fed Chair Jay Powell’s press conference and the Fed held rates steady. Jefferies Chief Market Strategist David Zervos and BD8 Capital’s Barbara Doran break down the market action including earnings from Qualcomm, Airbnb, EA, DoorDash, Roku and Etsy. Former CEA Chair Jason Furman on the Fed and health of the economy. DoorDash CEO Tony Xu talks the latest quarter and consumer trends. Moor Insights & Strategy CEO Patrick Moorhead on Qualcomm’s earnings. Plus, outgoing BlackBerry CEO John Chen reflects on his tenure and what’s next.
Bond King Jeffrey Gundlach gives his first, exclusive reaction to the Fed and Jay Powell’s press conference. Plus, he explains why he believes we have started a bond rally. Plus, Ritholtz Wealth Management’s Josh Brown breaks down Gundlach’s big market calls. And, Qualcomm results are set to be released after the bell. We have a rundown of what to watch when those numbers hit.
Averages were higher again but it wasn’t enough to stave off a negative month for October. Vital Knowledge’s Adam Crisfulli and Wilmington Trust’s Meghan Shue break down the market action with a busy next few days. Earnings from Caesars, First Solar, Match Group, AMD and Yum China. Wedbush’s Matt Bryson breaks down AMD’s numbers. CEA Chairman Jared Bernstein on the White House’s new initiative against junk fees and the state of the broader economy. CEOs of both FreshWorks and Arista Networks talk their latest quarter and what broader enterprise spending may reveal about the near-term economy.
Can seasonality spur stocks higher into year’s end? Sofi’s Liz Young and Veritas’ Greg Branch give their expert forecasts. Plus, BTIG’s Jonathan Krinsky is charting out the key levels to watch in Nvidia. And, top chip analyst Stacy Rasgon breaks down what he is watching ahead of AMD results after the bell.
Major rally in stocks today as well S&P sector closed higher. iCapital’s Anastasia Amoroso and Wells Fargo’s Sameer Samana break down the market action and the week ahead. Morgan sits down with Commerce Secretary Gina Raimondo in an exclusive interview after President Biden signed the first AI executive order. Earnings from Pinterest, Wolfspeed, Chegg, VFC and Simon Property Group. Apple is hosting a special event this week and reporting earnings on Thursday; Melius analyst Ben Reitzes breaks down what is riding on the tech giant this week. Our Phil LeBeau breaks down the UAW’s deals with automakers and eToro U.S. CEO Lule Demmissie on retail investors positioning.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks slid in the final hour of trading to send the major averages negative on the week. 3Fourteen Research Co-Founder Warren Pies helps us break down the market action heading into an uncertain weekend and the key sectors to watch. Jon sits down with Intel CEO Pat Gelsinger after the chipmaker’s strong quarter. Masimo CEO Joe Kiani on his company’s patent fight with Apple over watches. Andrew Borene, Flashpoint National Security Solutions Executive Director, walks us through the latest developments in the Middle East. NerdWallet recorded its best day ever, jumping 40% on earnings. CEO Tim Chen talks the company’s position.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Another red day on Wall Street as the major averages closed lower. Bespoke’s Paul Hickey broke down the market action for us as well as earnings from Amazon, Intel, Ford, L3Harris and Chipotle. CFRA’s Arun Sundaram took a deep dive on Amazon’s numbers. Chipotle CEO Brian Niccol on the latest quarter and how the consumer is responding to price increases, as well as how weight-loss drugs are impacting the company. Moor Insights & Strategy CEO Patrick Moorhead on Intel’s strong quarter. L3Harris CEO Chris Kubasik on defense and the quarter.
Tech has been feeling some serious pain. So, can Amazon stop the sell off or only add to it? All-star panel of Dan Greenhaus of Solus Alternative Asset Management, Big Technology’s Alex Kantrowitz and Evercore ISI’s Mark Mahaney weigh in. Plus, Sonia Meskin from BNY Mellon is making the case for caution into year end. And, top chip analyst Stacy Rasgon breaks down what he is watching when Intel reports after the bell.
Another wild evening of earnings with Meta, IBM, Mattel, ServiceNow and Whirlpool reporting. G Squared Private Wealth’s Victoria Greene helps us break down the key numbers. Eric Jackson, Meta shareholder and EMJ Capital founder, on what to do with the stock while Bernstein analyst Mark Shmulik looks ahead to next quarter. Evercore’s Amit Daryanani walks us through IBM’s number. Canaccord Genuity’s Tony Dwyer talks his “higher for shorter” marker thesis. Needham’s Laura Martin looks ahead to Amazon earnings.
Is the much-talked about tech trade in some serious trouble or not? Malcolm Ethridge of CIC Wealth owns several big tech names and he gives his take on the Nasdaq sell-off. Meta shareholder Nicole Webb of Wealth Enchancement Group’s Nicole Webb breaks down what she is watching when that report hits after the bell. And, Gabelli Funds’ Kevin Dreyer is flagging some key under-the-radar stock plays that he is calling “underfollowed and unloved.”
Major averages closed higher but investor attention was squarely on the companies reporting after the close. Vital Knowledge’s Adam Crisafulli, CFRA analyst Angelo Zino, Roth Capital analyst Rohit Kulkarni and our Michael Santoli help break down earnings from Microsoft, Alphabet, Texas Instruments, Visa, Snap and Teladoc. Microsoft and Alphabet shareholder Doug Famigletti weighs in on what to do with the heavyweight tech stocks. Plus, Qualcomm CEO Cristiano Amon on the company’s new chips and Advent International Chairman David Mussafer on best opportunities in private equity.
Is the three-month market pullback driven by macro and interest rate concerns running its course as the final earnings season of the year gets underway? Adam Parker from Trivariate and Bryn Talkington of Requisite Capital break down their forecasts. Plus, Ankur Crawford breaks down her tech playbook and how she is navigating the upcoming mega-cap earnings. And, we count you down to the key reports to watch after the bell.
A volatile session for the markets today. Wilmington Trust EVP’s Meghan Shue and Barcalys Head of US Equity Strategy Venu Krishna break down the market action. Melius’ Head of Technology Research Ben Melius previews tomorrow’s big tech reports from Alphabet and Microsoft, plus a late-day report from Reuters on Nvidia partnering with Arm to make PC chips. Jon sits down with Databricks CEO Ali Ghodsi.Citi’s Scott Chronert makes the case for why a recession could actually boost equity prices. Plus, Marqeta CEO on consumer health and a new deal the company signed for a credit card platform.
What if we really have seen the top in rates just as tech earnings are about to roll in? Could it be enough to get stocks back on track toward a year end rally? JP Morgan Private Bank’s AJ Oden gives his take. Plus, Lo Toney from Plexo Capital breaks down what he is watching from mega cap tech earnings. And, top chip analyst Stacy Rasgon weighs in on the late-breaking report that Nvidia is making a big push into the PC chip space.
Stocks fell again Friday to end a downbeat week on Wall Street, following the 10-Year yield’s jump above 5%. Bob Elliott from Unlimited breaks down the selloff and the particular weakness in the regional banks. Moody’s Chief Economist Mark Zandi discusses the outlook for rates and new comments from Atlanta Fed’s Raphael Bostic about when the central bank might cut rates. And Jefferies analyst Brent Thill looks ahead to a huge week for big tech earnings from the likes of Microsoft, Amazon, Alphabet and Meta, and reveals his two top picks ahead of those reports.
What’s really riding on big tech results next week? Dan Greenhaus of Solus Alternative Asset Management and NewEdge’s Cameron Dawson give their forecasts. Plus, star value investor Scott Black breaks down his top picks and why he thinks the fed could hike again this year. And, SolarEdge’s sinking in today’s session. CNBC’s solar expert Pippa Stevens explains what’s behind that move and how it’s impacting the rest of the sector.
Major averages tumbled again today. Ariel Investments Vice Chairman Charlie Bobrinskoy breaks down the market action as well as earnings from CSX, Intuitive Surgical and Knight-Swift. Investors keyed in to Fed Chair Jay Powell’s speech today in New York; Grant’s Interest Rate Observer Editor Jim Grant on the most important points. Former Netflix and Hulu exec Simon Gallagher on Netflix’s blowout quarter and the new bull thesis for the stock. Freeport-McMoRan CEO Richard Adkerson on the latest earnings, state of the global economy and commodity prices. Navan has partnered with Citi to help cut down on hassle for expense reports; CEO Ariel Cohen joins to talk the deal and what’s next for fintech players.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks slid in trading, sending the major averages negative on the week. Earnings from Netflix, Tesla, Las Vegas Sands and Lam Research. Victoria Greene, G Squared Private Wealth founding partner, and Vital Knowledge Founder Adam Crisafulli break down the market action and company reports. Evercore’s Mark Mahaney and Wedbush’s Alicia Reese dig into Netflix’s big beat and the success of the password sharing crackdown. Ark Invest’s Tasha Keeney on the bull case for Tesla after its latest report. Abbott CEO Robert Ford talks the company’s strong quarter and how it is planning for the weight loss drug revolution. Plus, Nuveen CIO Saira Malik talks portfolio positioning.
What do today’s earnings reports mean for hopes of a year-end rally? Dan Ives of Wedbush, Alex Kantrowitz of Big Technology and Jason Snipe of Odyssey explain what they’re expecting. Plus, Sofi’s Liz Young breaks down how she is navigating earnings, the fed and more. And, we preview the key metrics and themes to watch when Netflix and Tesla report after the bell.
The Dow managed a positive close but the S&P 500 and Nasdaq fell in trading today. Truist’s Keith Lerner and Wedbush’s Kevin Merritt break down the market action. Earnings from United Airlines, JB Hunt and Interactive Brokers. Gabelli Funds Portfolio Manager Ian Lapey on his top bank picks as the sector’s earnings wind down. Former Deputy Assistant Secretary of Defense Roger Zakheim on how the defense sector is navigating supply amid DC turmoil. Our Kristina Partsinevelos on Nvidia’s slide today as the US expands its chip export controls. Melius analyst Conor Cunningham breaks down United’s earnings report. Plus, what you need to know ahead of earnings from Netflix and Tesla on Wednesday.
Can good news for the economy remain good news for stocks, even if it means yields go higher and stay there? Adam Parker of Trivariate and Cheryl Young of Rockefeller break down their forecasts. Plus, retail sales came in stronger than expected today. Evercore ISI’s Greg Melich gives his take… and what he’s expecting from the sector as we head into the holiday season. And, star VC investor Rick Heitzmann is weighing in on the IPO market and where he thinks valuations could be headed from here.
Stocks powered higher to start the week despite rising yields. Crossmark Global’s Bob Doll and Richard Bernstein Advisors CEO Richard Bernstein break down the market action ahead of a busy week of earnings. UWM CEO and Phoenix Suns owner Mat Ishbia talks housing market, mortgage rates and the business of pro sports. Sri-Kumar Global Strategist Komal Sri-Kumar on how to play fixed income. IMAX CEO Richard Gelfond talks Taylor Swift’s box office dominance. BMO analyst Evan David Seigerman on the trade in vaccine stocks. Our Kate Rooney on the bounce in bitcoin today and Hugh Son previews what to expect from the big bank earnings this week.
Where are stocks headed from here? Hightower’s Stephanie Link and Schwab’s Kevin Gordon give their expert forecasts. Plus, Todd Boehly – co-founder, chairman and CEO of Eldridge Industries – breaks down his diverse portfolio and gives his forecast for markets and the economy. And, Cain International’s Jonathan Goldstein explains where he is seeing opportunity in the real estate market despite a slew of big headwinds in the space.
Stocks finished mostly lower today although still higher on the week – except the Nasdaq. Solus’ Dan Greenhaus and GenTrust’s Mimi Duff break down the market action. CFRA’s Ken Leon on the bank earnings coming next week and the lessons from today. EMJ Capital Founder Eric Jackson on his favorite tech picks heading into earnings season. Bespoke’s Paul Hickey on the sectors that could outperform during earnings. Plus, RBC’s Helima Croft breaks down the big move in oil this week and what’s next for Iranian and Russian sanctions.
Can stocks have a late-year surge or not? BMO’s Brian Belski – a bull – and Cantor’s Eric Johnston – a bear – debate their forecasts. Then, TIAA’s Kourtney Gibson breaks the tie and explains who she thinks won the debate. And, John Spallanzani of Miller Family Office digs in on the broader market, the Fed and Amazon.
Stocks finished well off their lows but couldn’t climb into positive territory, snapping a four-day winning streak for the major averages. Vital Knowledge’s Adam Crisafulli and Main Street Research CIO James Demmert break down the market action. Former Fed Governor Frederic Mishkin talks today’s CPI report and the recent spate of Fedspeak. Evercore’s Mark Mahaney unveils his new top big tech pick heading into earnings season. HashiCorp CEO Dave McJannet talks the company’s new AI products. Gerard Cassidy, RBC analyst, previews bank earnings. Plus, our Kate Rooney on the latest testimony from Caroline Ellison in the Sam Bankman-Fried trial and Eamon Javers on today’s CEO meeting at the White House to talk the economy.
The Nasdaq has been performing better lately and is still on track for a relatively strong week. Can tech alone carry the market higher into the end of the year – just as it did for the first six months of 2023? Corient’s Amy Kong and Virtus’ Joe Terranova give their take. Plus, Ed Yardeni gives his first reaction to today’s CPI report. And, both casinos and homebuilders were slammed in today’s session. Our all-star team of reporters explain what is behind those moves lower.
Stocks pushed higher into the close, finishing near best levels to notch a fourth straight positive session for the major averages. Wells Fargo’s Scott Wren breaks down the market action heading into earnings season. Cowen analyst Matthew Ramsay on his new note calling for 50% upside in Nvidia. Former Dallas Fed President Richard Fisher on what investors need to know from today’s Fed minutes release. StockX CEO on Birkenstock’s weak IPO and the state of the consumer. Strategas’ Dan Clifton on the latest moves in the race for the Speaker. Plus, Sunnova CEO John Berger on how elevated rates are hitting the solar industry.
Will “just good enough” earnings be good enough to send stocks into a year ending run-up? Dan Greenhaus of Solus Alternative Asset Management and JP Morgan Asset Management’s Jordan Jackson give their expert takes. Plus, top chip analyst drills down on the strength in semis and what he’s expecting from the upcoming earnings season. And, Leslie Picker breaks down Birkenstock’s first day of trade.
Third straight day of gains for the major averages. Janus Henderson’s Matt Person and Macquarie’s Thierry Wizman break down the market action and the fall in yields. Adobe CEO Shantanu Narayen on the company’s newest round of generative AI models and how enterprise customers are using them. RockCreek CEO and former World Bank CIO Afsaneh Beschloss on geopolitical risks to the market. Plus, Energy Fuels CEO Mark Chalmers on navigating global tensions while mining and refining rare earths and a first look at the Birkenstock IPO price with former Target Vice Chairman Gerald Storch.
How much room is there for stocks to make a run into year end? New York Life Investments’ Lauren Goodwin and Schwab’s Liz Ann Sonders give their expert forecasts. Plus, Shannon Saccocia from NB Private Wealth is breaking out her playbook for earnings season and beyond. And, David Albrycht of Newfleet Asset Management tells us how he is navigating today’s sharp decline in yields.
Stocks closed mostly higher despite opening lower in the first market day after Israel declared war on Hamas. Former Defense Secretary Mark Esper talks the evolving situation in Israel and what happens next. Ruchir Sharma, Rockefeller International Chairman, breaks down the geopolitical factors and risk premium investors need to be watching. Defense ETF (ITA) had its best day since November 2020. Skylar Capital’s Bill Perkins breaks down what the events in the Middle East means for the energy complex. Unlimited CIO Bob Elliott on why the market is reacting to the latest Fedspeak.
Is the risk/reward for your money about to get better as some are suggesting? Adam Parker of Trivariate Research and Emily Roland of John Hancock Investment Management give their expert forecasts. Plus, Doug Clinton of Deepwater Asset Management breaks down where he is seeing opportunity in tech ahead of the wave of earnings. And, Meera Pandit – JP Morgan Asset Management’s Global Market Strategist – weighs in on how she is navigating uncertainty overseas amid the war between Israel and Hamas.
A Friday surge sent the Nasdaq and S&P 500 higher for the week while the Dow remained fractionally in the red. Morgan Stanley’s Andrew Slimmon and Quadratic’s Nancy Davis break down the market action as we head into earnings season. Apollo Chief Economist Torsten Slok reacts to the September jobs report coming in red hot and the impact strikes are having on the labor market. Wells Fargo’s Roger Read and Roth analyst Leo Mariani on what rumors of Exxon buying Pioneer Natural Resources means for investors. Hispanic Association on Corporate Responsibility CEO Cid Wilson talks the unique aspects of the Latino jobs market. United Launch Alliance CEO Tony Bruno on today’s launch with Amazon’s Project Kuiper.
Are storm clouds for stocks about to pass as earnings season kicks off in earnest next week. Fundstrat’s Tom Lee breaks down today’s big reversal in stocks. Plus, Sebastien Page from T. Rowe Price has been a reluctant bear… but he might be changing his tune. He explains why. And, NYU’s Aswath Damodaran – the so-called “Dean of Valuation” – weighs in on the tech trade.
Averages closed mostly lower but well off worst levels. 3Fourteen Reseach’s Warren Pies breaks down the market action and where stocks go from here. Earnings and a read on the consumer from Levi Strauss, plus reaction to the numbers from Neuberger Berman analyst Kevin McCarthy. Jon Fortt sits down with hedge fund legend and activist investor Jeff Ubben to talk Fairlead’s Katie Stockton takes stock on the technical picture of her favorite sector. Cowen’s Michael Nedelcovych on how weight loss drugs could impact a wide range of industries and stocks.
When will stocks stabilize? Is tomorrow morning’s jobs report the key? Do we have to wait for earnings next week or beyond? The Wharton School’s Jeremy Siegel gives his forecast and explains why he likes stocks right now. Plus, BNY Mellon Investment Management’s Sonia Meskin is flagging serious downside ahead. She breaks down the parts of the market she is staying away from and where she is seeing strength. And, Bill Miller IV of Miller Value Partners is finding some opportunity amid the recent volatility. He explains where he is putting his money right now.
Stocks recovered some of yesterday’s drop. Ariel Investments Vice Chairman Charlie Bobrinskoy and Crossmark Global’s Victoria Fernandez break down the market action. Renaissance Macro’s Jeff DeGraaf reveals why he is turning bullish. Google released its new Pixel phones and the Pixel Watch 2. The company’s SVP, Devices & Services Rick Osterloh joins to talk the chip powering the devices and its AI strategy. Our Kate Rooney on Sam Bankman-Fried’s trial, day 2. Plus, Mortgage Bankers Association CEO Bob Broeksmit on the unprecedented housing market and Pickering Energy Partners CIO Dan Pickering on where oil goes from here.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks tumbled during trading hours today. But the drama continued in Overtime as House Speaker Kevin McCarthy was ousted. Moody’s Analytics Chief Economist Mark Zandi on what it means for credit markets while Strategas’ Dan Clifton breaks down the policy implications. Fundstrat’s Tom Lee and JPMorgan Asset Management’s David Kelly talk the impact on equities. Plus, RBC’s Gerard Cassidy on how to navigate bank stocks in this era of higher rates.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Big tech stocks helped boost the Nasdaq but the Dow closed lower. The S&P 500 turned positive in the final minutes of trading. Bespoke’s Paul Hickey and Wells Fargo’s Sameer Samana break it all down while our Pippa Stevens on why utilities posted its worst day since spring 2020. Former Goldman CFO Marty Chavez talks opportunities in AI and how higher rates are hitting banks and the markets. Bessemer Venture’s Byron Deeter on the recent IPOs and what the rest of the year could hold. Jay Barry, JPMorgan’s Director of Interest Rate Strategy, on how investors can play higher rates. VanEck CEO Jan Van Eck on crypto ETFs.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks closed out an ugly quarter today. Unlimited CIO Bob Elliott and Citi’s Scott Chronert break down the market action and what’s ahead. Our Phil LeBeau on why the fight is turning ugly between UAW and automakers. Former TD Ameritrade CEO Joe Moglia on the market volatility, big tech stocks and his strategy recommendation for investors right now. Jefferies’ Sheila Kahyaoglu and former Army Secretary Eric Fanning on the impact a government shutdown has on the defense industry. Goldman Sachs’ Chris Shibutani gives his top picks in the biotech sector and what area has a “once-in-a-generation mega TAM.”
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Bill Ackman talks his major investment themes and strategies, sitting down with our Scott Wapner from Delivering Alpha. Plus, Morgan talks with Kathleen McCarthy, Blackstone’s Global Co-Head of Real Estate. Major averages closed higher but still on pace for a negative month. Cantor Fitzgerald’s Eric Johnston and JPMorgan’s David Kelly break down the market action. The Dow’s worst stock so far this year, Nike, reports earnings. EToro US CEO Lule Demmissie on how retail is positioned right now.
In the face of rising rates, rising oil prices and negative sentiment on the street can stocks brush off this sluggish September and rally? Joe Terranova of Virtus Investment Partners and Nicole Webb of Wealth Enhancement Group give their forecasts. Plus, BlackRock’s Rick Rieder joins live from CNBC’s Delivering Alpha conference with his take on inflation and how to play the bond market. And, an ugly day for Workday. Top analyst Brent Thill breaks down that move and what it might mean for the rest of the cloud space.
The I.S.S. is expected to be retired in 2030, closing a multidecade chapter for humans in space funded by the government. With the next chapter of human space exploration spotlighting the private sector, a slew of companies are developing what they hope will be the I.S.S’s commercial successor. Voyager Space, a holding company concentrated on space infrastructure, is the startup behind Starlab, one of 3 projected pre-selected by NASA to potentially rise to the challenge. Morgan Brennan sits down with founder & CEO Dylan Taylor about space stations, his own spaceflight with Blue Origin and the commercial space sector.
Stocks swung wildly during today’s session but the Nasdaq managed to close positive and the Dow recovered from a nearly 1% drop. BD8 Capital’s Barbara Doran and Profit Investments’ Eugene Profit break down the market action. Earnings from Micron and CFRA analyst Angelo Zino provides analysis. Satori Fund Founder Dan Niles on his favorite tech picks and why he sees a short-term bounce but a long-term drop. Citi dealmaker Tyler Dickson on if the IPO market is thawing. Nuveen Global Fixed Income CIO Anders Persson gives his playbook in an environment of higher for longer.
Stocks dropped midday and staged a significant turnaround as we barreled toward the close. Ritholtz Wealth Management’s Josh Brown and New York Life Investments’ Lauren Goodwin give their expert market takes. Plus, star Wedbush analyst Dan Ives joins on the CNBC Newsline to break down his brand new Apple note, as that stock dropped intra-day. And, JP Morgan’s Jason Hunter reveals the key levels he is watching amid the market swings.
White House Council of Economic Advisors Chairman Jared Bernstein on President Biden joining the UAW picket line today. Amazon shares fell after the FTC, along with 17 states, announced a monopoly lawsuit against the company. Dealmaker and TMT banker, Guggenheim’s Eric Mandl, on what effect the lawsuit will have on M&A. Connecticut AG William Tong, one of the states joining the lawsuit, makes the case. Meanwhile, it was the worst day for the Dow since March. Vital Knowledge’s Adam Crisfulli and Raymond James’ Matt Orton break down the market action. Earnings from retail giant Costco along with instant analysis from CFRA analyst Arun Sundaram. Real estate company Ferguson stock pops on earnings; CEO Kevin Murphy joins to break down the numbers and talk what he is seeing in his sector. Cloud computing company Nutanix announced higher long-term sales and free cash flow targets. Jon speaks with CEO Rajiv Ramaswami on what’s behind the increase.
Is there still a bull case to be made for stocks in the year’s final stretch? Some suggest, the answer is yes. BNY Mellon’s Alicia Levine and Trivariate’s Adam Parker give their takes. Plus, Capital Wealth Planning’s Kevin Simpson breaks down his 5 star stock strategy amid today’s big drop. And, market expert Mike Santoli breaks down the crucial moments of the trading day – as stocks sink into the close.
The major averages closed near highs of the day; SEI CIO Jim Smigiel and Baird’s Ross Mayfield break down the market action. Our Phil LeBeau on the latest from the UAW strike. A rare interview with JP Morgan Global Chairman of Investment Banking Jennifer Nason on the state of capital markets and health of IPO pipeline. Jefferies’ Brent Thill on Amazon’s AI investment Anthropic. CEO of metals and mining giant BHP Group Mike Henry on the global economy and commodity cycles. Plus, Blue Origin names a new CEO and it’s a familiar name to the Closing Bell: Overtime audience.
Is this still just a standard September setback or do the breakdowns below the surface and the rout in the bond market mean the bulls are losing the benefit of the doubt? BMO’s Brian Belski, Requisite Capital’s Bryn Talkington and Emily Roland of John Hancock give their forecasts. Plus, Elizabeth Burton from Goldman Sachs is breaking down where she is seeing some opportunity right now… despite her prediction that there’s a big downturn ahead. And, we dig in on Amazon’s big AI push and what it might mean for the company’s bottom line.
Another down day to finish a down week for the major averages. Wells Fargo’s Darrell Cronk and Newton Investment Management’s John Porter break down the market action. Our Phil LeBeau is live from the UAW picket line and brings you the latest on the strikes. RBC’s Helima Croft on the surge in oil prices and if a return to $100 oil is near. Jon sat down with Super Micro CEO Charlies Liang, one of the shovel builders in the AI gold rush, to talk how much longer the rush can go on. Morgan interviewed Wes Edens on the day his Brightline project opened up its Orlando-Miami leg. Plus, Lockheed CFO on the impact a government shutdown would have and Oppenheimer’s Brian Nagel on Nike’s bad week.
Are stocks close to completing a standard seasonal pullback or is there more payback to come as higher rates test the economy’s resilience? Greg Branch from Veritas Financial, Hightower’s Stephanie Link and Invesco’s Brian Levitt debate their forecasts. Plus, BMO’s Simeon Siegel breaks down retail’s rough week. And, Ed Clissold of Ned Davis Research is flagging some technical turbulence. He explains how he’s navigating the uncertainty.
Stocks tumbled the day after the Fed’s decision. Goldman Sachs’ Candice Tse breaks down the market action and what’s next. Atlas Merchant Capital’s Bob Diamond talks the Fed’s odds of a soft landing and responds to a recent report his firm may be involved in bidding for SVB VC’s arm. Mobileye CEO Amnon Shashua on expansion in China, the autonomous driving race and the strong stock performance since last fall’s IPO. Hawaiian Airlines CEO Peter Ingram on the rise in oil prices, travel and demand and impact from Maui fires. Benefit Street President Richard Byrne on “the best investing opportunity we’ve seen.”
Did the Fed just upend hopes that the rally in stocks might soon resume? Cameron Dawson of NewEdge and Virtus’ Joe Terranova give their forecasts for stocks. Plus, Plexo Capital’s Lo Toney weighs in on how he’s navigating the IPO landscape. And, Diana Olick breaks down why the housing stocks are suffering today.
Stocks slid into the close, ending near session lows after Fed Chair Powell’s press conference. Jefferies’ David Zervos and BD8 Capital’s Barbara Doran break down the market retreat. Former CEA Chair Jason Furman and Evercore Vice Chairman Krishna Guha on the Fed’s decision and what it means for the rest of the year. Broughton Capital’s Donald Broughton reacts to FedEx earnings after the stock moved higher on strong EPS guidance. ServiceNow CEO Bill McDermott on its AI announcement. Seaport’s Kenneth Zener on KB Home’s earnings.
Fed Chair Jay Powell held his news conference after the decision to keep rates unchanged. DoubleLine’s Jeffrey Gundlach gives his exclusive reaction. Plus, Sofi’s Liz Young and market expert Mike Santoli weigh in on the market reaction to that decision and Gundlach’s big call on rates. And, we break down the key metrics to watch when FedEx reports after the bell.
Stocks closed lower but off the worst levels of the day as investors await Wednesday’s Fed decision. Adam Crisafulli from Vital Knowledge and Nancy Davis from Quadratic Capital discuss the market set-up and the pop in yields. Early Instacart investor and Y Combinator CEO Garry Tan talks about the company’s first day of trading and what other names are in the pipeline. Intel CEO Pat Gelsinger talks about the company’s latest AI efforts from the sidelines of the Intel Innovation summit. Dan Pickering from Pickering Energy Partners discusses oil’s steady rise. Plus the latest on Amazon, Alphabet, and Rocket Lab’s failed launch.
Just how resilient is this economy… and what’s at stake when the Fed updates its policy outlook tomorrow afternoon? Dan Greenhaus of Solus gives his expert take. Plus, Deepwater Asset Management’s Gene Munster gives his first take on Instacart’s highly anticipated market debut on the Nasdaq. And, Julia Boorstin breaks down the big leg lower in Disney today and what it might mean for the company’s growth going forward.
Stocks ended an up-and-down session near the flatline as investors await this week’s Fed decision and signals from the IPO market via Instacart. David Bahnsen from The Bahnsen Group explains why he “wouldn’t touch Instacart with a 10-foot pole.” Chris Harvey from Wells Fargo discusses opportunities in the market ahead of the Fed. Meantime the UAW strike dragged on to a fourth day, sending shares of Ford, GM, and Stellantis lower. Gabelli fund manager Brian Sponheimer discusses if there are any investable names in the auto space. Elon Musk biographer Walter Isaacson talks about new reports that Turkey and Saudi Arabia are angling for an EV factory. Plus the latest on Block, Norfolk Southern, and how art is performing as an asset class.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Major averages ended Friday lower as chip stocks slid on demand worries. Wilmington Trust’s Meghan Shue and Unlimited Funds’ Bob Elliott break down the market action. Our Phil LeBeau reports that Ford plans to lay off 600 workers as UAW strikes ramp up while GM warns of negative ripple effects. Databricks CEO Ali Ghodsi on his company’s latest fundraising and a potential IPO timeline. Needham’s Charles Shi on Arm’s first two days of trading and a Reuters report warning Taiwan Semi is worried about demand. Craft Ventures Co-Founder David Sacks talks his new company SaaSGrid and the state of tech.
We are now halfway through a historically bad month for stocks and they’ve shown some remarkable resiliency lately. So, does it mean we’re out of the woods or about to get worse? Cameron Dawson of NewEdge and Hightower’s Stephanie Link gives their expert forecasts. Plus, Dominic Rizzo from T. Rowe Price says the tech trade still has room to run. He explains why. And, Ed Yardeni is says stocks will end the year higher and could rise as much as 20% by the end of 2024.
Stocks closed higher as investors cheered Arm’s successful IPO. Annandale Capital’s George Seay and Zevenbergen Capital’s Anthony Zachary break down the market action. Ahead of the midnight deadline for a new contract with UAW, Ford CEO Jim Farley on where negotiations stand. Adobe CEO Shantanu Narayen talks the company’s earnings and how it plans to monetize its AI offerings. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, on why AI is not a bubble and has more room to run. Jon and CNBC.com’s Hugh Son talk regional banks—and the new challenge they are facing. Seaport’s Ken Zener on Lennar’s earnings.
How long can the market’s unique ability to brush off almost anything thrown its way really last? Gabriela Santos from JP Morgan Asset Management and Virtus Investment Partners’ Joe Terranova give their expert opinions. Plus, ARM made its highly anticipated market debut today. Corient’s Amy Kong explains how she is playing the IPO market. And, Treasury Partners’ Rich Saperstein is laying out his case for caution.
The fastest growing defense prime is also home to the largest space business in the world. Northrop Grumman's space systems surged 17% in both Q1 and Q1 -- the combination of 20 companies brought together over time. While 85% of the company's space business is concentrated in national security, the company also does work for civil and commercial space. In a rare interview, Morgan Brennan speaks with CEO Kathy Warden from inside of Northrop Grumman’s mission operations center.
It was a mixed session for stocks with the S&P 500 and Nasdaq bouncing back from Tuesday’s losses. BD8 Capital Partners CIO Barbara Doran and Morgan Stanley’s Seth Carpenter break down the market action. Pricing for ARM’s IPO is expected to come in above the range; Moor Insights & Strategy CEO Patrick Moorhead on how much growth the company could see in the coming months. Morgan sat down with the Air Force Secretary and Anduril’s CEO to talk China and the economic impact of a possible government shutdown. Google Brain Co-Founder Andrew Ng breaks down today’s big AI summit in DC as leaders like Elon Musk and Sundar Pichai briefed senators on the industry and possible regulation.
Why have stocks been able to largely brush off today’s CPI? And what does it say – if anything – about where your money might go from here? All star panel of Alicia Levine of BNY Mellon, Marci McGregor of BofA Merrill Lynch and Citi’s Kristen Bitterly give their takes. Plus, King Lip is seeing some serious upside in tech… despite the sector’s rough month. He explains why. And Schwab’s Kevin Gordon is breaking down his rate hike forecast.
Averages closed lower today with the Nasdaq falling over 1%. Vital Knowledge’s Adam Crisafulli and Wells Fargo’s Sameer Samana break down the market action. Our Steve Kovach breaks down what’s new from today’s Apple event while Fenway Summer Partner Javier Saade and Bank of America’s Wamsi Mohan talk the investment implications. Morgan sits down for an exclusive interview with Lululemon CEO Calvin McDonald to talk the state of the consumer and growth in China. Nuveen CIO Saira Malik on the tech investing playbook. Jon sits down with new Flexport CEO Ryan Peterson on what’s next for the company.
Big tech market leadership is being put to the test with Apple shares in the red with the iPhone 15 launch event underway and Oracle’s disappointing outlook dragging on the key software names. CNBC’s Steve Kovach breaks down all the big headlines from Apple’s big event. Plus, DoubleLine’s Jeffrey Gundlach speaks to Scott Wapner at the Future Proof conference. His take on the fed, potential recession and more.
The Nasdsaq powered more than 1% higher, led by a strong day from Tesla. Truist’s Keith Lerner and Crossmark Global’s Bob Doll break down the market action. Chamber of Commerce CEO Suzanne Clark on UAW and the regulatory regime. Bill CEO Rene Lecerte on the view from business owners. Northrop Grumman CEO Kathy Warden sits down for a rare interview with Morgan. Peak6 Co-Founder Jenny Just on fintech.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks closed moderately higher today but averages finished lower on the week. Unlimited Funds’ Bob Elliott and Bleakley Financial Group’s Peter Boockvar break down the market action. Evercore Founder Roger Altman talks the capital markets and how the upcoming ARM IPO will impact things. 3Fourteen Research’s Warren Pies correctly called oil’s summer rally; he joins to talk what’s next for energy markets. Gabelli Funds’ Tony Brancroft breaks down a big weak for defense. Fairlead Strategies’ Katie Stockon on the technicals behind the dollar and homebuilders. Raymond James’ Srini Pajjuri talks Apple’s rough week.
Is the buy the dip binge still alive? Solus’ Dan Greenhaus and Veritas’ Greg Branch give their expert opinions. Plus, Rashaun Williams of Manhattan Venture Partners sets the table as we await next week’s ARM debut – plus the other big names in the pipeline. And, Jessica Inskip from OptionsPlay breaks down the key levels to watch.
Four straight down session for the Nasdaq and Apple extended its slide. G Squared Private Wealth’s Victoria Greene and Profit Investments’ Eugene Profit break down the market action. Earnings from Docusign and RH. David Faber brings an exclusive interview with Goldman Sachs CEO David Solomon from the bank’s TMT conference. Solomon talked on the recent negative press, the Fed, the market environment and M&A. CFRA analyst Ken Leon joins our Michael Santoli and Leslie Picker to react to the extended interview. Plus, tonight’s NFL kickoff could signal the start of a record sports betting season.
How at risk are stocks especially if the Nasdaq faces continued weakness? Charles Schwab’s Liz Ann Sonders gives her expert market forecast. Plus, star analyst Dan Ives says Apple concerns are overblown. He explains why … and how he is navigating the stock ahead of the company’s big product event next week. And, Julia Boorstin breaks down the slump in media stocks today amid the ongoing drama between Disney and Charter.
Stocks closed lower again today. Jefferies’ David Zervos and Richard Bernstein Advisors’ Michael Contopoulos break down the market action, including earnings from C3.AI, GameStop, Chargepoint and American Eagle. C3.AI CEO Tom Siebel talks the latest quarter, its new AI suite of tools and remaining performance obligation. Our Alex Sherman talks what really went down behind the scenes at Disney as Bob Iger chose, then unchose, Bob Chapek as his successor. AeroVironment CEO Wahid Nawabi on AVAV’s quarter and assisting the war in Ukraine. Zscaler CEO Jay Chaudhry on earnings.
Is this month going to live up to its billing and will mega caps like Apple might be more vulnerable than you think? Trivariate’s Adam Parker, Hightower’s Stephanie Link and CNBC’s Steve Kovach give their expert takes. Plus, we drill down on the beige book, ISM data and all of today’s Fed speak with CNBC’s Steve Liesman and Mike Santoli. And, BTIG’s Jonathan Krinsky is taking a look at restaurant performance as we start September.
Description: Stocks ended mostly lower to kick off the post-Labor Day sprint to the finish. GenTrust’s Mimi Duff and Clearbridge’s Jeffrey Schulze break down the market action. Earnings from Asana, Gitlab and Zscaler. Deepwater’s Gene Munster talks top-down view of investing in AI, and weighs in on a new Goldman Sachs note declaring “AI is not a Bubble.” DataTrek Research’s Nick Colas on the bull case for gold right now. Janus Henderson Investors CEO Ali Dibadj on the fourth quarter playbook.
Is the markets uncanny resiliency throughout much of 2023 a sign of what’s to come in the months ahead? Or is it just too much to maintain? NFJ’s John Mowrey – our bull – and Cantor’s Eric Johnston – our bear – debate that point. Then, iCapital’s Anastasia Amoroso breaks the tie… and picks who’s strategy she agrees with as we wrap up the year. And, will Apple’s big product event be a big catalyst for the stock? Jason Snipe from Odyssey Capital – who owns that name – breaks down what he thinks.
Stocks started September off mostly higher. Ariel Investment’s Charlie Bobrinskoy and Ascent Private Capital’s Tom Hainlin break down the market action and positioning. Former Ford CEO Mark Fields talks why Tesla shares are lower today and how the EV transition is impacting labor negotiations for Detroit’s Big 3. Ginkgo Bioworks CEO Jason Kelly on its new partnership with Google Cloud. Samsara CEO Sanjit Biswas on the company’s first quarter of profitability. Plus, your September playbook with Paul Hickey and why Charter subscribers may miss the first full weekend of college football.
Is a loosening job market and an ongoing retreat in inflation leading toward the soft economic landing that the bulls have pinned their hopes on? Or are the economy and market headed for harder times? Tom Lee from Fundstrat and Warren Pies of 3Fourteen Research debate it. Plus, new data on retail investors is shedding some light on where they’re putting their money these days. Kate Rooney digs in on those numbers. And, top technician Ryan Detrick is breaking down the charts and explaining where he sees stocks headed for the month of September.
Averages were down for August. Invesco’s Brian Levitt breaks down the month and how the fall is setting up for investors. Earnings from Nutanix, Lululemon, PagerDuty, MongoDB, VMWare, Broadcom and Dell. Susquehanna’s Chris Rolland breaks down the results from Broadcom. Nutanix stock shot up after reporting earnings; CEO Rajiv Ramaswami on the company’s growing partnerships. Klarna CEO Sebastian Siemiatkowski talks the path to profitability and the state of the consumer.
Is there enough staying power to sustain the recent rally? Goldman Sachs’ Tony Pasquariello gives his forecast on this final day of August. Plus, top chip analyst Stacy Rasgon previews Broadcom’s earnings after the bell and weighs in on the state of the sector amid the AI boom. And, Lululemon is also reporting in Overtime. Shareholder Joe Terranova tells us what he is expecting from the name and what it could mean for the rest of the retail space.
Fourth straight day of the major averages moving higher. Annandale Capital’s George Seay breaks down the market action, including earnings from Salesforce, Chewy, Victoria’s Secret, Crowdstrike and Pure Storage. DA Davidson analyst Gil Luria on the key takeaways from Salesforce’s report. Chewy CEO Sumit Singh on the company’s unexpected profit. Pure Storage CEO Charles Giancarlo on the latest quarter and its portfolio. Raymond James’ Sunaina Sinha Haldea talks the current regulatory environment and what deals could be in the pipeline before the year is over.
Are stocks really back in an uptrend or is it simply too soon to sound the all-clear? Dan Greenhaus of Solus Alternative Asset Management and Hightower’s Stephanie Link give their forecast as we wrap up summer. Plus, star analyst Dan Ives is betting on a “comeback quarter” for Salesforce. He explains why. And VantageRock’s Avery Sheffield is issuing a big warning that growth stocks are still too expensive.
Major averages closed higher again and every S&P sector was in the green. Vital Knowledge Founder Adam Crisafulli breaks down the market action. Earnings from HPE, HP and Box. Google Cloud CEO Thomas Kurian on Google’s new AI tools for enterprise clients and custom chips. Generac CEO Aaron Jagdfeld on hurricane prep and residential demand. Globalstar CEO Paul Jacobs on his new job, working with Apple and competing with SpaceX. Our Kate Rooney on why bitcoin is rallying today.
Are stocks now poised to buck the historical trend and get back to gains as we turn the calendar to September? New Edge’s Cameron Dawson gives he expert market outlook. Plus, CIC Wealth’s Malcolm Ethridge and Lo Toney from Plexo Capital break down the tech trade. And, Bitcoin surging today. Kate Rooney explains what is behind that big leg higher.
Major averages closed higher. It’s the S&P 500’s first consecutive positive sessions of the month. Morgan Stanley’s Lisa Shalett and Wells Fargo’s Scott Wren break down the action. Zillow co-founder Spencer Rascoff talks the housing market gridlock as mortgage rates climb to 20-year highs. He also discusses his new property tech startup Pacaso, fractional ownership for second homes. Art Wheaton, director of Labor Studies at Cornell’s ILR, on the possible upcoming UAW strike—who has the leverage and what it would mean for the economy. Blueshirt Group’s Gary Dvorchak on Secretary Raimondo’s high-stakes trip to China. Plus, Bernstein analyst Nikhil Devnani breaks down the highlights from Instacart’s S-1.
What could a seasonably saggy September hold for your money? Liz Young from Sofi and Bryn Talkington of Requisite Capital both give their expert forecasts for the month ahead. Plus, top technician Jeff DeGraaf is forecasting a big breakout in energy. He makes that bull case. And, one fixed income expert says right now is the best time to buy bonds since 2009. He explains why.
Markets steadily climbed higher during the session after digesting Fed Chair Jerome Powell’s speech at Jackson Hole. Wilmington Trust’s Meghan Shue, Jefferies’ David Zervos and our Steve Liesman break down what it means for markets and your money. Evercore’s Krishna Guha on the next steps for the Fed and if a September rate hike is off the table. Marvell Technology CEO Matt Murphy on his company’s latest quarter and the AI demand. Sunnova CEO John Berger on solar power’s role as extreme weather becomes more frequent.
Stocks popped in the final hour of trade following Powell’s highly anticipated Jackson Hole speech. Professor Jeremy Siegel, Shannon Saccocia of NB Private Wealth and CNBC senior market commentator Mike Santoli give their forecasts for stocks. Plus, star analyst Dan Ives is weighing on Tesla’s strong year and what he thinks the next big catalyst for that stock may be. And, Sycamore Tree Capital is flagging some alternate opportunities for investors amid all the uncertainty in stocks.
Stocks sold off into the close today. Advisors Capital Management’s JoAnne Feeney and Wells Fargo’s Darrell Cronk break down the price action. Earnings from Intuit, Ulta, Workday, Affirm, Nordstrom, Marvell, Gap. Telsey Advisory’s Dana Telsey breaks down a busy week of retail and what it says about the consumer. Snowflake CEO Frank Slootman on his company’s latest quarter and demand for AI. Dean of Valuation Aswath Damodaran, NYU Stern School of Business professor, on what Nvidia is really worth.
What is the best way to position for what happens next in the markets. Joe Terranova from Virtus Investment Partners breaks down his forecast. Plus, Schwab’s Kevin Gordon is flagging a big break up between stocks and bonds. He explains why that relationship is on the rocks. And, market expert Mike Santoli explains the big slide in stocks during the final minutes of trade.
Another blowout quarter from Nvidia is sending the stock jumping higher in after hours. Bernstein analyst Stacy Rasgon, Main Street Research CIO and shareholder James Demmert and AI Squared CEO Benjamin Harvey break down the numbers and how investors should react. JPMorgan’s Phil camporeale and Madrona Venture Group’s Matt McIlwain talk the broader market action. Earnings from Snowflake, Splunk and Autodesk. Plus, Jason Furman looks ahead to Jackson Hole.
What does today’s report from Nvidia really mean for your money in the weeks ahead? Adam Parker from Trivariate, Bryn Talkington from Requisite Capital and Stephanie Link of Hightower break down their expert forecasts. Plus, Morgan Stanley’s Erik Woodring says Apple is now the most under-owned large cap tech stock by institutional investors. And, BTIG’s Jonathan Krinsky breaks down the key levels he is watching and what he’s forecasting for stocks for the rest of the year.
Vital Knowledge’s Adam Crisafulli and Macquarie’s Thierry Wizman break down the market action. Earnings from Urban Outfitters and Toll Brothers. VMware CEO Raghu Raghuram on his company’s recent partnerships, including with Nvidia. Wedbush’s Scott Devitt on naming Amazon to the best ideas list. 3Fourteen Research’s Fernando Vidal calls Nvidia “uninvestable.” Will he convince you?
Does this late summer swoon mean a fall to fear for investors? Gabriela Santos from JP Morgan Asset Management and New York Life Investments Lauren Goodwin give their takes. Plus, star venture capitalist Rick Heitzmann weighs in on the IPO market after Arm Holdings announced it was going public. And, Morgan Stanley’s Jim Caron is forecasting further downside… but says that isn’t all bad news.
Tech was the outperformer today, powering the Nasdaq higher. Ned Davis Research’s Ed Clissold and AlphaSimplex’s Kathryn Kaminski break down the market action. Bertha Coombs reports on Teva’s price fixing settlement. CFRA analyst Keith Snyder gives us the top investor takeaways from Zoom’s earnings. Ben Reitzes, Melius analyst, previews this week’s Nvidia’s report and why the market is watching it so closely. Plus, Richard Haas on China’s economy and MKM’s JC O’Hara on the technical signals from the 10-year. Arm filed for its IPO.
Who will win the market tug-of-war – the bulls or the bears? John Mowrey of NFJ Investment Group and Greg Branch of Veritas Financial Group debate it out. Plus, Strategas’ Chris Verrone is betting on a big break out in yields. He explains why. And, negative news surrounding China is putting some U.S. companies with exposure in focus and it could have a big impact on their bottom line. Seema Mody breaks down all the details.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Rates, earnings, China and the Fed all putting pressure on stocks … so what is an investor to do? Dan Greenhaus of Solus Alternative Asset Management gives his expert take. Plus, star analyst Dan Ives is raising the red flag on Palo Alto’s rare Friday quarterly report. He explains what he will be looking for when the numbers hit the tape after the bell. And, we look ahead to a big week of retail earnings – and what could be at stake for the sector.
Morgan Brennan is live from the Hamptons with a lineup full of special guests. Wes Edens talks the macro environment, inflation, his rail project Brightline, energy and LNG, and the business of spots ownership. Douglas Elliman Chairman Howard Lorber talks the state of the rental market and housing, and why he says the high-tax states flight risk continues. Shift4 Payments CEO Jared Isaacman breaks down how he is gaining market share in the fintech sector. It was another down day for the markets – the major averages on pace for a losing week. Vital Knowledge’s Adam Crisfulli and Envestnet Co-CIO Dana D’Auria break down the action.
NewEdge’s Cameron Dawson, Virtus’ Joe Terranova and Ed Yardeni break down the big leg lower during the final hour of trade. Plus, Chris Hyzy from Merrill and Bank of America Private Bank explains his strategy as we wrap up the summer and look toward the end of the year. And energy was the big out performer in today’s session. Pippa Stevens breaks down what is behind that move.
Stocks slide after the Fed released minutes from its latest meeting. BD8 Capital’s Barbara Doran and 248 Ventures’ Lindsey Bell break down the action and earnings from Cisco and Wolfspeed. The big week of the consumer continues: Target reported earnings and Walmart is tomorrow. NRF CEO Matt Shay breaks it all down. CFRA’s Keith Snyder on the investment takeaways from Cisco’s quarter. Plus, CEO interviews with WW International on the weight lose drug craze and Latin American lending giant Nu Holdings. Plus, how China played a role in Intel scrapping its $5B+ purchase of an Israel chip contractor.
Where might stocks be headed from here? Schwab’s Liz Ann Sonders and Sofi’s Liz Young break down their market forecasts. Plus, Former Fed Vice Chair Richard Clarida gives his first take after today’s fed minutes. And, a look ahead to Walmart’s results tomorrow and what it could mean for the rest of the retail space.
Major averages closed lower today after weak Chinese data overnight. Bespoke’s Paul Hickey and JPMorgan’s Phil Camporeale break down the market action. Cava reported its first numbers as a public company; Neuberger Berman’s John San Marco and Coresight Research CEO Deborah Weinswig break down the numbers and what it means for the rest of the consumer names this week. Esmark CEO James Bouchard on why his company’s bid for US Steel is better than Cleveland-Cliffs. CFPB Director Rohit Chopra on new consumer data rules for the AI-age. Plus, Sunrun CEO Mary Powell reflects on 1-year since the IRA passed and its impact on the solar industry.
Just how vulnerable are stocks right now? Adam Parker of Trivariate gives his forecast for where stocks could be headed from here. Plus, star chip analyst Stacy Rasgon breaks down all the bullish commentary surrounding Nvidia and what he thinks is in store for the stock ahead of its earnings next week. And, market expert Mike Santoli breaks down what he is watching ahead of tomorrow’s fed minutes.
Stocks surged into the close, finishing at session highs. DataTrek’s Nick Colas and Wilmington Trust’s Meghan Shue break down how they are playing this market. We get the latest moves from the biggest investors with our Leslie Picker reporting on 13F filings. Ursula Burns weighs in on the most important topics for boards today, including social and political issues and diversity. Former Institute of International Finance’s Charles Dallara on the FDIC’s new proposals aimed at large regional banks. Plus, retail experts Bill Simon and Gerald Storch preview the big week ahead for consumer earnings and data.
Does the tech pullback have more room to go? Chip investors are stepping up and buying today after a positive Morgan Stanley call on Nvidia. BNY’s Alicia Levine and JP Morgan Asset Management’s Jordan Jackson give their expert takes. Plus, T Rowe Price’s Sebastein Page breaks down his playbook for investors who may have missed the rally.
Stocks finished a mixed week with a mixed session, with the Dow eking out gains for the day and the week. Bob Elliott from Unlimited lays out his top sector picks. Energy trader Bill Perkins discusses the big week for energy stocks and natural gas. The CEO of insurance giant The Hartford talks about the impact of catastrophic events like the Hawaii fires on the insurance industry. Warren Pies from 3Fourteen research lays out the bear case for bonds. Plus the latest on AMC’s stock conversion plan, and what to watch from next week’s retail earnings.
Hightower’s Stephanie Link weighs in on where the fed goes from here and what this earnings season might mean for your money. Plus, star analyst Dan Ives explains how he is navigating the pullback in tech… and why he thinks it will be short lived. And, market expert Mike Santoli weighs in on the week’s wild market action.
Weaker-than-expected CPI helped boost stocks early before fading into the afternoon. Ned Davis Research’s Alejandra Grindal and Main Street Research CIO James Demmert break down the market action. Legendary value investor Bill Nygren gives his top picks going into the rest of the year. Virgin Galactic CEO Michael Colglazier on his company’s first flight to the edge of space with tourists onboard. Evercore’s Julian Emanuel on his new report, modeling the potential impact on labor of generative AI across the S&P 500. Plus, our Robert Frank on Manhattan rents hitting an all-time high.
What should investors make of today’s market stuck in neutral after not being able to capitalize on upbeat inflation news or better than expected earnings? NewEdge’s Cameron Dawson and Truist’s Keith Lerner give their expert take. Plus, Bank of America’s Francisco Blanch says the stars are finally aligning for oil. He explains why. And, Ed Yardeni gives his first reaction to the CPI number and weighs in on what might be next for the fed.
Averages fell sharply in the final hour of trading, closing near the worst levels of the day. BD8’s Barbara Doran and Gabelli Funds’ Kevin Dryer break down the market action, including earnings from Disney, Wynn and Trade Desk. Big news on the China front: the White House directing Treasury to regulate investment in Chinese tech sectors. Former ESPN CEO Steve Bornstein reacts to Disney earnings and what’s ahead for ESPN. Isaac Stone Fish, Strategy Risks CEO, on what the new Chinese investment rules mean. Third Bridge’s Jamie Lumley on the most important parts of the Disney call. Wedbush’s Sahak Manuelian on his earnings season takeaways.
The brig growth stocks under pressure again with the oil and gas group an emerging bright spot in an indecisive tape ahead of a crucial CPI report tomorrow. So, will that report help confirm or undermine the now-popular soft-landing story and what will it mean for markets? NB Private Wealth’s Shannon Saccocia gives her expert market take. Plus, Roblox shares took a tumble today. We get reaction from Bryn Talkington who owns that name. And, Evercore ISI’s Roger Altman gives his forecast for CPI and what it might mean for the economy.
It looked like it would be a major negative session for the market but stocks staged a midday turnaround and closed well off the lows. G Squared’s Victoria Greene and Northwestern Mututal’s Brent Schutte break down the market action. Earnings from Lyft, Take-Two, Super Micro, Rivian and Twilio. GlobalFoundries CEO Thomas Caulfield talks his company’s latest quarterly numbers, why its guidance disappointed and the state of the global supply chain. Silverstein Properties CEO Marty Burger on the banking sector anxiety. Recursion CEO Chris Gibson talks earnings.
Is this still a routine midsummer pullback to help digest huge first-half gains or the start of a more serious setback? Lauren Goodwin of New York Life Investment gives her expert take. Plus, Scott Siefers from Piper Sandler weighs in on Moody’s move to cut the credit rating for a number of regionals. And, a rundown of what to watch from Lyft and Rivian results after the bell.
Stocks started the week on strong footing, with the Dow finishing the day higher by more than 400 points. Adam Crisafulli from Vital Knowledge and Brian Levitt from Invesco break down the action and discuss earnings from Palantir, Chegg, Lucid, and more. Early Palantir employee turned venture capital partner Trae Stephens gives his thoughts on Palantir’s results and other opportunities in defense and AI. The CEO of Coreweave talks about what the artificial intelligence boom means for his company. Plus a preview of what to expect from UPS results.
Can a stealth pullback centered on select mega-caps be enough to refresh the summer rally? Or is a tougher gut check is due as August unfolds? Trivariate’s Adam Parker and Citi’s Kristen Bitterly give their take. Plus, BTIG’s Jonathan Krinsky is getting bullish on energy. He explains why. And, Gabriela Santos of JP Morgan’s gives her forecast for the fed.
Stocks closed out a downbeat weak on sour note, finishing near the lows of the day after showing strength earlier in the session. Needham’s Laura Martin discusses the diverging fortunes of Apple and Amazon post-earnings, and what she’s watching from Disney’s results next week. Neil Dutta from Renaissance and Thierry Wizman from Macquarie discuss the major moves in the bond market this week and what it means for equities moving forward. The CEO of Cloudflare gives his read on enterprise tech spend following strong results. Plus the CEO of ecommerce giant Mercado Libre on the state of the consumer outside the US.
The S&P 500 was looking to snap a 3-week win streak during the final hour of trade. So, is that a sign of a bigger pullback ahead? Fundstrat’s Tom Lee gives his take. Plus, we break down all of the analyst reaction to Apple and Amazon’s results.
The major averages finished the day slightly lower after Wednesday’s sell-off, but the real action started after the bell – as Amazon and Apple reported earnings results. Both companies topping estimates on the top and bottom lines – with Amazon also giving optimistic guidance, sending shares sharply higher. Shareholders George Seay and Eric Jackson weigh in on Amazon’s results, while analysts Angelo Zino and Scott Kessler break down Apple’s quarter. Plus results from Coinbase, Airbnb, Block, and what to watch from Friday’s jobs report.
How will results from Apple and Amazon might drive the tape from here? Stephanie Link of Hightower, Malcolm Ethridge of CIC Wealth and Evercore ISI’s Mark Mahaney break down their expectations. Plus, Chris Harvey of Wells Fargo Securities expects this broader pullback to be “relatively short and shallow.” He makes his case.
It was a down day for the major averages but a huge day of earnings in Overtime, including from Qualcomm, DoorDash, Etsy, Robinhood, Zillow, Shopify and PayPal. BD8 Capital’s Barbara Doran breaks down the market action. Bernstein analyst Stacy Rasgon on what investors need to know about Qualcomm’s quarter. RXO CEO Drew Wilkerson talks earnings, logistics and the current labor environment. Aurora CEO talks the latest quarter and the company’s commercial launch timeline.
Is today’s drop a routine shakeout after a powerful multi-month rally or a sign of a much tougher tape ahead? Josh Brown from Ritholtz Wealth Management gives his expert market take. Plus, CNBC’s Leslie Picker sat down exclusively with JP Morgan’s Jamie Dimon with his take on the banks, regulation and the overall market. We break down his comments. And, we discuss what to watch from the slew of earnings reports this evening – including PayPal, Qualcomm and MGM.
The S&P 500 and Nasdaq finished lower to start August but Caterpillar powered the Dow to a positive close. Vital Knowledge’s Adam Crisafulli breaks down the market action, including earnings from EA, Cesar’s, Pinterest, Starbucks, AMD, Devon Energy, Virgin Galactic, and Match Group. Wedbush analyst Matt Bryson breaks down the quarter and what’s ahead. King Street Capital Founder Brian Higgins joins in his first ever TV interview to talk credit opportunities in this unique market. Freshworks reported a strong quarter; CEO Girish Mathrubootham joins to talk how the company did it, how its winning more large customers and what it sees ahead.
On this first day of August – the big question is… what scenario has the near 20% gain in the broad market this year priced in and is it a plausible one? Trivariate’s Adam Parker, New Edge’s Cameron Dawson and Bank of America’s Marci McGregor weigh in. Plus, top chip analyst Stacy Rasgon breaks down what he is expecting from AMD’s report – and what it might mean for the rest of the sector. And, a rundown of what to watch when Pinterest and Starbucks report results after the bell.
The major averages bounced around on the final trading day of the month, eventually closing higher. That continues the trend for July: the Dow, S&P 500, Nasdaq and Russell 2000 were all higher. Canaccord’s Tony Dwyer breaks down the market action. Earnings from Western Digital, Avis, Yum! China. Polaris CEO Mike Speetzen on the company’s latest quarter, the state of the high-end consumer and the new products unveiled at its investor day. MassMutual CEO Roger Crandall talks the inflation outlook and broader markets. Lux Capital’s Deena Shakir on investing in health care startups. Plus, former Uber exec Emil Michael on the huge run in that stock so far this year and what to expect for tomorrow’s earnings.
Will the upward trend in the indexes remain investors’ friend or has the market already taken account of enough good news for now? JP Morgan Asset Management Global Market Strategist gives her expert forecast. Plus, King Lip of Baker Avenue Wealth sets us up for the big tech reports this week. And, Strategas’ Chris Verrone is flagging two parts of the market that he thinks will see serious upside as we head into the end of the year.
Stocks bounced back after Thursday’s late afternoon swoon. 3Fourteen Research’s Warren Pies and Ariel’s Charlie Bobrinskoy break down the huge week of earnings, data and Fed news. Lux Capital’s Josh Wolfe talks investing in China and safeguards for doing business there. Former FDIC Chair Sheila Bair on banking regulations. Norfolk Southern CEO Alan Shaw on his company’s quarter and its new $416M charge related to the Ohio train derailment. Costar CEO Andrew Florance talks earnings and competition.
Is there enough momentum in earnings so far to keep the rally intact? Wharton Professor Jeremy Siegel gives his expert market take and debates with Veritas’ Greg Branch who has firmly remained in the bear camp. Plus, Capital Wealth Planning’s Kevin Simpson is changing up his portfolio this earnings season. He reveals his latest moves. And, JP Morgan’s top technician Jason Hunter is putting his bear case on ice. He explains why.
The Dow closed lower…finally. Today broke a thirteen-session winning streak. Bespoke’s Paul Hickey and Annandale Capital’s George Seay break down the market action, and earnings from Intel, Ford, T-Mobile, Roku, Live Nation, Mondelez and First Solar. T-Mobile CEO Mike Sievert talks the company’s mixed quarter and what the legacy carrier’s lead pipes means for the industry. Carrier CEO David Gitlin on the company’s strong quarter and the market for air conditioning amid the nation-wide heat wave. Wedbush’s Matt Bryson breaks down Intel’s quarter. Third Bridge’s Jamie Lumley talks Roku’s quarter.
Dan Greenhaus from Solus Alternative Asset Management gives his forecast for stocks after yesterday’s fed decision. Plus, Big Technology’s Alex Kantrowitz weighs in on Meta’s quarter and what to watch when Apple reports next week. And, market expert Bob Pisani breaks down the crucial final moments of trade – amid the Dow’s intra-day slide.
The Dow eked out a positive close, marking its thirteenth straight day of gains – the longest streak since 1987. BD8 Capital’s Barbara Doran and Jefferies’ David Zervos break down the market action and earnings from Meta, Chipotle, eBay, Mattel, Lam Research and ServiceNow. Evercore’s Mark Mahaney digs deep on Meta’s quarter – and where there may be some increased costs. Stephens’ analyst Joshua Long talks the consumer and Chipotle’s latest quarter. Jason Furman and Evercore’s Krishna Guha on the Fed’s rate hike.
The fed raised rates another 25 basis points – the fed’s 11th since this all began a little more than a year ago. DoubleLine’s Jeffrey Gundlach gives his first reaction. Plus, New Edge’s Cameron Dawson weighs in on the fed decision and what it could mean for the markets. And, a break down of what to watch when Meta and Chipotle report after the bell.
Another day of gains for the major averages, including the Dow’s 12th straight positive session. Vital Knowledge’s Adam Crisfulli breaks down the market moves, including earnings from Alphabet, Microsoft, Visa, Texas Instruments, Snap and Teladoc. Wedbush’s Dan Ives and Madrona Venture Group’s Matt McIlwain on what today’s mega-cap tech earnings means for the rest of the week. Keybanc’s John Vinh on Texas Instruments report. CFRA’s Angelo Zino on Snap’s tough day. JPMorgan’s Michael Feroli on the Fed’s big week. Our Deirdre Bosa talks with Alphabet CFO Ruth Porat.
Today marks a make or break moment for mega-cap tech stocks with Alphabet and Microsoft reporting after the bell. Adam Parker of Trivariate, Bryn Talkington of Requisite Capital and Malcolm Ethridge of CIC Wealth give their expert takes on the big tech run. Plus, David Herro of Oakmark Funds breaks down what he is calling the most undervalued sectors globally. And, Bob Iger coming under fire amid the Hollywood strikes. Brian Cranston is the latest in a growing chorus of criticism aimed at the Disney CEO… we’ll tell you what he said and what it could mean for the stock.
Major averages closed higher – the Dow’s 11th straight positive session. Cantor Fitzgerald’s Eric Johnston makes his case for why he’s still bearish on equities. Earnings from NXP Semiconductor, F5 and Whirlpool. Susquehanna’s Christopher Rolland reacts to NXP numbers and what it means for autos and the consumer. Citi’s Phil Drury breaks down the IPO pipeline and how he is positioned in the tech sector. Calpers CEO Marcie Frost on investing more in PE and VC opportunities. Plus, Gabelli Funds’ Tony Bancroft on defense sector earnings and Wells Fargo’s Michael Turrin on this week’s mega-cap earnings.
With the Fed decision and the busiest week of earnings looming … can anything derail this rally? iCapital’s Anastasia Amoroso, New York Life’s Lauren Goodwin and NB Private’s Shannon Saccocia give their expert takes. Plus, star venture capitalist Rick Heitzmann breaks down the under-the-radar tech stocks he is watching ahead of earnings. And, RBC’s Biraj Borkhataria upgraded Chevron last month … and weighs in on the company’s latest numbers.
The Dow notched its tenth straight positive session – the longest winning streak since August 2017. Fundstrat’s Tom Lee breaks down the busy week and looks ahead to next week’s earnings reports. Nick Clegg, Meta Global Affairs President, was part of an AI meeting at the White House. He joins the show to discuss what was agreed to. CalSTRS CIO Chris Ailman on where he is positioning. Calibrate CEO Isabelle Kenyon on the heavy cost of weight loss drugs. Bespoke’s Paul Hickey on three under-the-radar names to watch next week.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Dow closed higher for its ninth straight session, but Tesla and Netflix dragged down the Nasdaq over 2%. Richard Bernstein Advisers CEO Rich Bernstein and BD8 Capital’s Barbara Doran break down the market action, including earnings from CSX, Knight-Swift and Capital One. Morgan talks exclusively with UWM CEO and Phoenix Suns owner Mat Ishbia on the state of the housing market, lending standards and his first months in charge of the Phoenix Suns and Mercury. Unlimited CEO Bob Elliott on regional bank earnings post-SVB collapse. Barclays analyst Brandon Oglenski on the transports sector and Wells Fargo analyst Aaron Rakers talks Taiwan Semi and the health of the broader chip names.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Stocks closed higher as the earnings season kicked off in earnest. Reports from Tesla, United, Netflix, Las Vegas Sands and IBM. Vital Knowledge’s Adam Crisafulli and G Squared’s Victoria Greene break down all the action. Third Bridge’s Scott Kessler digs into the IBM report. It’s a bull versus bear debate on one of the most polarizing stocks: Tesla. RBC’s Tom Narayan gives the upside case while Guggenheim’s Ron Jewsikow makes the downside pitch. Unity Software CEO John Riccitiello talks his company’s deal to work on games for Apple’s Vision Pro.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
All three major averages closed higher. The Dow notched its seventh straight positive session—the longest streak since March 2021. Edward Jones’ Mona Mahajan and Wells Fargo’s Sameer Samana break down the market action. Earnings from Interactive Brokers, JB Hunt and regional bank Western Alliance. CFRA’s Ken Leon looks ahead to Goldman earnings. Prologis CEO Hamid Moghadam on the latest quarter and rent demand. UBS analyst John Hodulik previews Netflix earnings. Microsoft closed at a record high; Citi’s Tyler Radke on where it goes from here.
The S&P hitting another new 52-week high today. So how long can the bull run really last? Alger’s Ankur Crawford and Wealth Enhancement Group’s Nicole Webb give their expert takes. Plus, Schwab’s Kevin Gordon gives his forecast for earnings and the Fed. And, Plexo Capital’s Lo Toney weighs in on Microsoft’s record high… and what it might mean for the broader big tech battle.
Stocks built on last week’s strength, in particular growth tech and small-caps popping. Truist’s Keith Lerner and Annandale Capital’s George Seay break down the market action and preview this week’s slate of earnings. Institute of International Finance’s Tim Adams on what’s ahead for bank regulations. Breakout Capital’s Ruchir Sharma talks China’s weak economic data and why America the most fiscally irresponsible of the developed nations. Plus, Fenway Summer’s Javier Saade on what to expect from Tesla earnings and former Hulu and Netflix executive Simon Gallagher on the strikes engulfing Hollywood.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The Dow closed higher on the back of strength from UnitedHealth while the S&P 500 and Nasdaq both snapped four-day winning streaks. G Squared Private Wealth’s Victoria Greene and Wells Fargo’s Scott Wren break down the market action and look ahead to next week’s busy earnings. Intuit CEO Sasan Goodarzi talks its generative AI product and how the consumer is doing. Anthropic just launched its “Claude 2” AI chatbot; co-founder Daniela Amodei talks what makes its product different and how the FTC could impact the industry. Sunnova CEO John Berger talks his stock’s big move higher and solar demand amid rising rates and macro headwinds. Guideline CEO Kevin Busque on the company’s new 401k product and Hennessy Funds’ David Ellison looks ahead to next week’s bank earnings.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Averages extended recent strength, closing positive each day this week. BD8’s Barbara Doran breaks down the market action while our Steve Liesman on the impact of James Bullard stepping down from the St. Louis Fed next month. Goldman Sachs analyst Richard Ramsden in a rare media appearance gives his bank stock playbook. SoFi CEO Anthony Noto talks student loans and its soaring stock price. Priceline CEO Brett Keller on travel trends during this red-hot summer. PitchBook Senior VC analyst Kyle Stanford gives his outlook on the second half for the VC world. Our Courtney Reagan on the stock impact of the coming Barbie movie.
Are stocks on the road to a record high – as a strategist at Goldman Sachs suggested earlier today? Adam Parker of Trivariate, Hightower’s Stephanie Link and Veritas Financial’s Greg Branch give their takes. Plus, Wells Fargo’s Mike Mayo breaks down what he is watching ahead of tomorrow’s bank earnings. And, professional golfer Annika Sörenstam joins Scott Wapner live in Lake Tahoe to talk all things sports, equal pay and more.
The Nasdaq and S&P 500 close at fresh 52-week highs today. Fundstrat’s Tom Lee makes the case for more gains in the short-term after a cooler-than-expected CPI print. Baker Hughes CEO Lorenzo Simonelli on the global demand for energy and the future of LNG. Recursion stock soared 78% today after announcing a partnership with NVIDIA; CEO Chris Gibson on what AI can do for pharma. Morgan reports on a whistleblower lawsuit accusing Medtronic of prioritizing profits over patients. RXR CEO Scott Rechler on the state of real estate and the massive amount of commercial real estate debt coming due in the next three years. Plus, our Phil LeBeau on what to expect from Delta Air Lines earnings tomorrow.
What is the fate of this summer rally? AJ Oden of JP Morgan Global gives his expert market take. Plus, Activision Blizzard CEO Bobby Kotick gives his first take on the FTC clearing the way for Microsoft’s push to buy his company. And, Bryn Talkington weighs in on the big move in cybersecurity stocks today.
Back-to-back positive sessions for the major averages. Canaccord Chief Market Strategist Tony Dwyer breaks down the market action. Jefferies analyst Andrew Uerkwitz on the FTC losing its bid for a judge to temporarily halt the Microsoft acquisition of Activision Blizzard. eToro US CEO Lule Demmissie on where retail investors are putting money to work. Goldman’s Salveen Richter on top picks in the biotech sector. Wyze CEO Yun Zhang on why the reward is worth the risk of putting his products on Amazon’s website. KBW Analyst Michael Brown on why he is upgrading BlackRock.
Is it time to lean in to this market or back off and wait for a better entry point? Lauren Goodwin of New York Investment Management and Gabriela Santos of JP Morgan Asset Management give their takes. Plus, CI Barrett’s Amy Kong explains where she is seeing strength in tech and health care. And, Eric Johnston of Cantor Fitzgerald defends his bear case.
Averages close near session highs and snap a three-day losing streak. Wilmington Trust’s Meghan Shue and Barclays’ Venu Krishna break down the market action. Teamsters President Sean O’Brien gives an update on negotiations with UPS. Collin Roche, GTCR Co-CEO, discusses his firm’s purchase of a majority stake in Worldpay from Fidelity National. Plus, KranseShares CIO Brendan Ahern on the rally in Chinese stocks and MOffettNathanson’s Lisa Ellis on her new call on Visa and Mastercard.
As earnings season gets underway and the Fed apparently intent on raising interest rates a couple more times – at least… what’s next for the rally? Dan Greenhaus of Solus Alternative Asset Management and Nicole Webb of Wealth Enhancement Group give their takes. Plus, Goldman Sachs’ Elizabeth Burton is weighing the risk-reward going into the second half. And, Leslie Picker breaks down the Fed’s new push to tighten rules and raise capital requirements on some banks.
Averages close near session lows and notch their second negative week in the past three. BD8 Capital Partners’ Barbara Doran and Crossmark’s Bob Doll break down the market action. Evercore’s Mark Mahaney on the potential stock upside for Amazon with AI. Former Atlanta Fed President Dennis Lockhart on today’s lighter-than-expected jobs report and looks ahead to next week’s bank earnings. Plus, EQT Exeter CEO Ward Fitzgerald on opportunities in industrial real estate and closing its latest fund.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Averages closed lower again. Richard Bernstein Advisors’ Dan Suzuki and Vital Knowledge’s Adam Crisafulli break down the market action. Jon is in Seattle at Amazon HQ for an exclusive interview with CEO Andy Jassy covering AI, the consumer, inflation, supply chain and much more. Plus, previewing tomorrow’s important jobs report.
Will tomorrow’s jobs report seal the fate for more Fed hikes this year? And what might that mean for markets? Tony Pasquariello of Goldman Sachs gives his take. Plus, Big Technology’s Alex Kantrowitz breaks down what’s at stake as Meta’s threads launches to take on Twitter. And, BTIG’s Jonathan Krinsky is flagging one sector that has underperformed this year that he says could bounce back in a big way.
Specializing in Earth-observation satellite, Satellogic possesses the world’s largest constellation of sub-meter resolution satellites. With roughly forty satellites in orbit, the company’s goal is eventually to remap the surface of the planet everyday and create a live catalog of data. Seeing use cases span across insurance, infrastructure, energy, agriculture & more, the company’s revenue has grown 42% since last year—but the company’s stock has plunged 80% since going public. Satellogic CEO Emiliano Kargieman joins Morgan to discuss the constellation, tech capabilities, and Satellogic’s business case.
Averages closed lower after Tuesday’s market holiday. Truist’s Keith Lerner and Wells Fargo’s Darrell Cronk break down the market action. Broughton Capital’s Donald Broughton walks us through the impact of the Teamsters strike on the shipping industry and stocks like UPS and FedEx. JPMorgan Co-Head of US Rates Strategy Jay Barry discusses the second-half outlook for rates. Wahid Nawabi, AeroVironment CEO, talks what a successful China visit for Treasury Secretary Janet Yellen would look like. Plus, Hightower’s Stephanie Link on her second-half playbook and Wedbush’s Dan Ives on Amazon.
Can stocks make their peace with rising bond yields and further fed tightening? And what might all that mean for stock market leadership? Trivariate’s Adam Parker gives his expert market take. Plus, Chris Verrone of Strategas believes the road ahead for rates could determine the market’s direction. He explains. And, Meta is taking on Twitter with its new app. Julia Boorstin breaks down what this might mean for the company’s bottom line.
Stocks closed higher on the first trading day of the second half of the year, notching small gains after an up-and-down holiday session. Dan Greenhaus from Solus and Matt Stucky from Northwestern Mutual debate the market’s next move. CFRA’s Garett Nelson, who just increased his price target on Tesla, discusses the company’s strong delivery numbers. Hashicorp CEO Dave McJannet talks about the outlook for enterprise software demand and M&A in the space. Plus the latest on the banks, a preview of OPEC’s meeting this week, and a debate on the impact of the Supreme Court’s Affirmative Action decision on the workforce.
Fundstrat’s Tom Lee raising his S&P price target in his second half outlook. He explains why… and debates that call with long-time bear Greg Branch of Veritas Financial. Plus, King Lip – chief strategist at Baker Avenue Wealth – breaks down his second half playbook for the tech sector. And, Courtney Garcia of Payne Capital weighs in on the opportunities she is sees as we head into the back half of the year.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Where does your money go from here? Wharton School Professor Jeremy Siegel and NewEdge’s Cameron Dawson give their expert market takes. Plus, Deepwater’s Gene Munster sees a clear path to $4 trillion for Apple. He explains. And, Truist’s Keith Lerner breaks down the pockets of opportunity he is seeing right now.
The Dow and S&P 500 moved higher today. Allspring’s Ann Miletti and LPL Financial’s Jeff Buchinder break down the market action. Nike shares fell in Overtime trading after reporting earnings. CFRA’s Zachary Warring discusses the stock. Joby Aviation stock is up 54% so far this week. Our Phil LeBeau on the reason behind the surge. Morgan sits down with Virgin Galactic CEO Michael Colglazier live in New Mexico after the company’s first commercial flight. PagerDuty CEO Jennifer Tejada talks the company’s stock performance and incorporating AI for its customers. MKM Partners Chief Market Technician JC O’Hara on top picks in small-caps.
We are in the final stretch of the first half… so is it time for more offense in your portfolio? Requisite Capital’s Bryn Talkington gives her forecast. Plus, Inflection AI secured $1.3 billion in a new round of funding led by Microsoft and brand new investor Nvidia. The company’s CEO and co-founder Mustafa Suleyman breaks down the latest. And, Schwab’s Omar Aguilar is breaking out his second half playbook. He explains where he sees opportunity in the market right now.
The Dow and S&P 500 closing lower while the Nasdaq was positive. Adam Crisafulli, Vital Knowledge founder, breaks down the market action. Needham’s Raji Gill reacts to Micron’s earnings. Mastercard CEO Michael Miebach sits down with Morgan for an exclusive interview on the consumer, global economy and a new crypto initiative. Advisors Capital Management CIO Charles Lieberman and Wedbush’s Bruce Harting on the state of banks after the latest Fed stress test. Snowflake CEO Frank Slootman on its AI strategy.
The future of the tech rally is front and center for investors – with Apple and Nvidia taking center stage. Big Technology’s Alex Kantrowitz gives his forecast for the sector. Plus, Evercore’s Roger Altman weighs in on the fed and when he thinks the next rate hike could be. And, top bank analyst Mike Mayo explains what he is watching ahead of the release of the bank stress tests.
Stocks closed sharply higher as the Nasdaq led a strong rally on Wall Street. Venu Krishna from Barclays and David Doyle from Macquarie discuss the action and their outlooks for the market. Value investor Bill Nygren shares his top picks at current levels. Compass CEO Robert Reffkin gives his forecast for real estate, following strong new home sales data. Plus the Bernstein analyst who just downgraded Alphabet, and a gut check on Tesla’s valuation.
Is there enough momentum to keep the bulls charging ahead? Avery Sheffield of Vantage Rock gives her expert take. Plus, Ed Yardeni dropped a mid-day note saying “the permabears will have to postpone their imminent recession yet again.” He explains his stance and what it means for your money. And, Renaissance Macro’s Jeff DeGraaf is charting where he sees stocks headed from here.
Averages closed in the red, near the lows of the session. Neuberger Berman’s CIO breaks down the market action and gives his second half playbook. Eurasia Group President Iam Bremmer breaks down what’s next for Europe and the US. Lucid Motors CEO Peter Rawlinson discusses his company’s deal with Aston Martin that sent the stock higher today. Nucor CEO Leon Topalian talks Nucor’s upbeat guidance and infrastructure spending amid rising rates. Databricks CEO Ali Ghodsi on MosaicML and what’s next for the company. Plus Richard Haass talks geopolitical fallout from the weekend events in Russia.
Will the second half of the year bring second thoughts about the tech trade? Star Wedbush Analyst Dan Ives gives his expert take. Plus, Victoria Greene of G Squared Private Wealth drills down on the energy trade. And, Sofi’s Liz Young is breaking down her second half playbook. She explains her forecast for stocks and what the Fed might do next.
The major averages snapped multi-week winning streaks as stocks fell in Friday trading. JP Morgan’s Jack Caffrey and Invesco’s Brian Levitt discuss the weakness in the shortened week and the outlook going forward. Disney, Coca-Cola, and Under Armour board member Carolyn Everson, who was previously an executive at Facebook, gives her read on the consumer and post-pandemic spending. CFRA’s Sam Stovall gives a key piece of advice for investors in the second half. Plus an under-the-radar sector worth a look, why Virgin Galactic’s stock fell to earth, and a big change for Florida real estate.
The Nasdaq is on track to break an 8-week win streak. So, is the tech exuberance fading? Dan Greenhaus of Solus Asset Management gives his take on the sector. Plus, CIC Wealth’s Malcolm Ethridge breaks down the key stocks he is betting on right now. And, Goldman Sachs is facing a big writedown on its troubled Greensky deal. CNBC.com’s Hugh Son explains that exclusive scoop.
The S&P 500 and Nasdaq snap three-day losing streaks. BD8 Capital’s Barbara Doran and Citi’s Scott Chronert break down the market action, plus a discussion on why the regional bank ETF KRE is falling again. Is Blackrock’s bitcoin ETF a wolf in the henhouse? Morgan Creek’s Mark Yusko discusses if it is good or bad for the cryptocurrency. Betterment CEO Sarah Levy on where retail is positioned. Nuveen’s Carly Tripp on under-the-radar opportunities in the real estate sector. Plus, Cleo Capital’s Sarah Kunst on how the FTC’s big tech battle impacts small tech firms.
Dubravko Lakos of JP Morgan had a fresh note that had all of Wall Street talking today. He gives his take on where stocks could be headed from here. Plus, Alger’s Ankur Crawford breaks down the big tech stocks… and under-the-radar names she’s betting on right now. And, Former Dallas Fed President Richard Fisher gives his forecast for the Fed and when he thinks the next rate cut could happen.
The third straight down session for the major averages. Wedbush’s Sahak Manuelian and Bespoke’s Paul Hickey break down the market action. Former FTC Commissioner Mozelle Thompson on the FTC’s probe in Amazon Prime. Ruchir Sharma, Rockefeller International Chairman, on his new column breaking down why investors are moving towards India and away from China. Shift4 CEO Jared Isaacman has insights into restaurant, hotel and other business spending levels; he talks why he still sees a strong summer ahead. Our Eamon Javers previews his new documentary on China’s corporate spy war. KBW’s Jade Rahmani on KHB earnings.
The Fed is apparently intent on hiking even more, so what does that mean for the big bull run? Ritholtz Wealth Management’s Josh Brown weighs in. Plus, Cantor’s Eric Johnston is doubling down on his bear case … again. He explains why he is still seeing risk in the market. And, CME’s Terry Duffy weighs in on Powell’s testimony today and what more rate hikes could mean for your money.
Averages closed lower today but near best levels. Vital Knowledge’s Adam Crisafulli breaks down the market action and reaction to weak FedEx earnings. Broughton Capital’s Donald Broughton on why FedEx stock is selling off in Overtime after Q4 results. PSEG CEO Ralph LaRossa talks EV charging and utilities as the Infrastructure Act money begins rolling out. eToro U.S. CEO Lule Demmissie talks what retail investors are doing with AI stocks. HilltopSecurities Tom Kozlik breaks down what he calls a historic opportunity in municipal bonds. Our Scott Cohn breaks down the top states in a slowing economy.
Cyclical sectors like industrials, materials and small caps are posting a pretty good month. So is that a sign of even brighter things to come for your money? Liz Ann Sonders from Charles Schwab gives her market forecast. Plus, Capital Wealth Planning’s Kevin Simpson is ringing the register on one hot sector. He explains why. And, Leslie Picker breaks down what the IPO landscape could look like post-Cava’s market debut.
Stocks lost steam through the session, closing lower for the day but notching another positive week. Our Bob Pisani talks the impact of the market rebalancing happening today. Unlimited Funds’ CIO Bob Elliott breaks down the market action. Moor Insights & Strategy’s Patrick Moorhead talks Micron’s bet on China and what it means for investors. Former Morgan Stanley Asia Chairman Stephen Roach talks the latest on China and why so many Western CEOs are visiting the country recently. Bank of America’s Chief Equity Technical Strategist on why he is calling this the FOMO breakout and summer rally. Flexport CEO Dave Clark on his company’s acquisition of Shopify’s logistics business. Morgan talks the AI investments going on right now in defense. Our Brandom Gomez reports on the racial pay gap ahead of the federal Juneteenth holiday.
Will there be a big rally before a big collapse? Cheryl Young of Rockefeller Family Office gives her take. Plus, Chinese automakers are becoming a major player in the European EV space. So, might they make a big push to expand here in the U.S.? Phil Lebeau gives a live report from London about what could be next. And, star Wedbush analyst Dan Ives makes the bull case for Palo Alto.
Stocks were in rally mode the day after the Fed announced its pause. Fundstrat’s Tom Lee, a longtime bull, and Edward Jones’ Mona Mahajan break down the market action. Adobe shares have been on a tear; Q2 earnings from the tech company sending the stock even higher. Barclays analyst Saket Kalia makes his case for the stock. Evercore ISI Chairman Ed Hyman joins to talk the Fed’s path forward. AdvisorShares CEO Noah Hamman discusses CAVA’s strong first day of trading and what it would take for him to buy shares. Former Wells Fargo CEO Dick Kovacevich talks what’s going on in bank stocks and what he expects from the Fed. After CAVA shares nearly doubled on its first day of trading, NYSE President Lynn Martin talks the IPO pipeline and if the freeze on new offerings is over.
: The fate of the rally looked a little dicey 24 hours ago. But now, not so much. So, what does all of it mean for where your money goes from here? Sofi’s Liz Young gives her expert market take. Plus, we drill down on Cava’s big market debut and what it might mean for the IPO market this year. And, top technician Ryan Detrick sees a big rally into the end of July. He makes his bull case.
Stocks rebounded during Fed Chair Jay Powell’s press conference after falling on the news of the Fed’s “hawkish pause.” Jefferies’ David Zervos breaks down the market action. Former CEA Chair Jason Furman and Former Fed Governor Frederic Mishkin discuss the Fed’s path forward and if a “soft landing” is still possible. Evercore’s Mark Mahaney talks new EU tech regulation and what the Fed’s latest moves mean for tech stocks. GTIS Partners’ Tom Shaprio reacts to Lennar earnings and why the homebuilder sector is still strong. Our Leslie Picker on CAVA’s pricing ahead of tomorrow’s IPO. Eventbrite CEO Julia Hartz talks the state of spending on experiences going into the summer. UBS Global Wealth Management’s Jason Draho on where big money is positioned.
DoubleLine’s Jeffrey Gundlach reacts to Fed Chair Powell’s news conference after the fed left rates unchanged. He gives his forecast for the rest of the year. Plus, NewEdge’s Cameron Dawson and CNBC senior markets correspondent Bob Pisani break down the crucial final moments of post-fed decision trade.
Another day of gains for the major averages. Vital Knowledge founder Adam Crisafulli breaks down the market action. After unveiling a new AI chip, AMD CEO Lisa Su joins to discuss the opportunity for the chipmaker. CrowdStrike CEO George Kurtz discusses the company’s new cybersecurity tool, a chatbot for clients named Charlotte AI. Morgan Stanley hosted its Financials Conference; Leslie Picker discusses the market-moving highlights. Signifyd CEO Rajesh Ramanand on the state of the consumer and inflation on the back of a cooler CPI print. RBC Capital’s Amy Wu Silverman on what the options market says about tomorrow’s Fed decision.
Can the bullish breakout really be believed? Anastasia Amoroso of iCapital gives her expert market take. Plus, AMD held its AI investor day. Top chip analyst Stacy Rasgon of Bernstein explains how investors should trade the big event. And, Apple got hit with a downgrade from UBS today. Steve Kovach explains why the firm is turning lukewarm on the company after its record run… and what it could mean for the broader market.
Stocks closed higher today, near session highs as the Nasdaq notched its seventh straight positive close. Cantor Fitzgerald’s Eric Johnston and Cresset Capital’s Jack Ablin break down the market action. Third Bridge’s Scott Kessler reacts to earnings from tech giant Oracle. Zillow Chief Economist Skylar Olsen on the highlights from Zillow’s June housing report and why home prices keep climbing. Thomas Karam, Equitrans Midstream CEO, talks the company’s debt deal and why he is urging more bipartisan work in Washington to ensure energy security. SGH Macro Advisors Chief U.S. Economist Tim Duy looks ahead to this week’s important inflation read and the upcoming Fed decision. Plus, ON Semiconductor Hassane El-Khoury joins after the news that the company is joining Nasdaq-100 index next week.
The next two days are critical for your money … so, what might it mean for this resilient rally? Gabriela Santos from JP Morgan Asset Management, Stephanie Link of Hightower and CNBC’s Steve Liesman give their expert market takes. Plus, the FTC is preparing to go after Microsoft’s acquisition of Activison Blizzard. Malcolm Etheridge of CIC Wealth – a Microsoft shareholder – weighs in on what this could mean for the stock. And, where investors can find opportunity in the energy space amid the oil slide.
Stocks ended the week higher: the Nasdaq notching its seventh straight weekly gain. Envestnet’s Dana D’Auria and G Squared Private Wealth’s Victoria Wealth break down the market action and look ahead to what will drive the action next week. Unlimited CEO Bob Elliott talks the rally in regional banks and if the turmoil is behind us. Retail traders are finally buying back into the market; is AI the reason? The Wall Street Journal’s Gunjan Banerji on what the data says. Meta is releasing its Twitter competitor. Slow Ventures Co-Founder Sam Lessin on what Meta is trying to achieve and if it will work. Cohesity CEO Sanjay Poonen talks next week’s major software reports: Oracle and Adobe, combining for nearly $500B in market cap. Stat News Senior Writer Matt Herper on the FDA’s Biogen/Eisai decision.
Will this week go down as the one that saw the bull market return or not – regardless of what the numbers might suggest? Fundstrat’s Tom Lee makes his case. Plus, Leslie Picker breaks down a new risk for the big banks. And, Netflix shares jumped on a report of a surge in subscribers. We discuss what that might mean for the rest of the streaming space.
Stocks closed broadly higher today with tech outperforming. 3Fourteen’s Warren Pies and Annandale Capital’s George Seay break down the market action, including earnings from Docusign and Vail Resorts. Affirm CEO Max Levchin on the company’s partnership with Amazon and what kind of stress his consumers are seeing. Former Atlanta Fed President Dennis Lockhart talks the hot jobless claims number and how it impacts the Fed’s decision next week. Hashicorp shares tumbled in trading today after weak guidance; CEO Dave McJannet weights in on the latest quarter and the macro demand environment. Plus, our Steve Kovach on how Mark Zuckerberg is responding to Apple’s new AR headset.
Are the bears suddenly sweating as stocks stay resilient? Greg Branch of Veritas Financial Group defends his market stance. Plus, EMJ’s Eric Jackson breaks down Tesla’s latest hot streak and the two things that he thinks could mean further gains for that name. And, Pippa Stevens explains what’s behind crude’s big move today.
The S&P 500 and Nasdaq closed negative, near session lows. BofA Securities’ Jared Woodard and BD8 Capital’s Barbara Doran break down the market action as investors wait next week’s Fed decision. GameStop reported a Q1 loss and announced it was firing its CEO; Ryan Cohen was named executive chairman. Wolfspeed CEO Gregg Lowe discusses his company’s strong stock performance and why silicon carbide is key to its growth story. Affirm shares rallied on news of a partnership with Amazon Pay; MoffettNathanson analyst Eugene Simuni on why it doesn’t change the macro headwinds facing the industry. The WSJ reports Amazon is planning an ad tier for its Prime Video streaming service; the reporter behind the scoop Jessica Toonkel joins to discuss the broader implications for the streaming players. RBC Capital’s Helima Croft on the impact of the Saudi output cuts and where oil goes from here.
Can tech’s incredible run last? Marko Kolanovic from JP Morgan gives his take. Plus, star venture capitalist Rick Heitzmann weighs in on AI and how it could impact the future of the workforce. And, Sofi CEO Anthony Noto breaks down how the student loan payment restart and how it could impact the company’s bottom line.
Major averages closed higher today after yesterday’s weakness. Wells Fargo’s Scott Wren breaks down the market action. Coinbase shares tumbled 12% today after the SEC unveiled a lawsuit against the company; former SEC Chairman Jay Clayton weighs in on the action this week from the SEC against Coinbase and Binance. Sequoia announced it is splitting its firm into three: China-focused, India-focused and the rest of the world. KraneShares CIO Brendan Ahern discusses the current landscape of investing in China. Magic Leap CEO Peggy Johnson discusses her companies headset and its enterprise customer base, plus competing with Apple Vision Pro. Needham’s Laura Martin makes the case for why Apple should buy Disney. Doximity CEO Jeff Tangney talks digital platforms for physicians.
What does this new frontier mean for the future… and for investors? Brad Gerstner of Altimeter Capital gives his unique, expert take. Plus, a rare interview with AI pioneer Mustafa Suleyman – the co-founder of Deepmind – on the big risks of artificial intelligence. And, we hear from Sridhar Ramaswamy – Neeva co-founder and Snowflake SVP – developed what some are calling a “co-pilot for the enterprise software industry.” He weighs in on the future of AI and the company that he thinks is winning the AI arms race.
Major averages closed lower after last week’s gains. Wells Fargo’s Chris Harvey breaks down the market action. Investors were keyed in on Apple today as the company unveiled its AR headset: Apple Vision Pro. The stock ended the day lower. Bank of America’s Wamsi Mohan on what the $3,500 product means for the stock while Epyllion CEO Matthew Ball talks the implications for the metaverse. The SEC announced it is suing Binance and CEO CZ; Global Digital Asset & Cryptocurrency Association CEO Gabriella Kusz and former SEC Senior Trial Counsel Howard Fischer discuss what it means for the ecosystem and if investors should worry about another FTX situation. Plus, Wedbush’s Michael Pachter on the video game angle of Apple’s announcements.
Will today’s event keep the momentum going for Apple shares? That is the question shareholders care about most. Shareholders Brenda Vingiello, Nicole Webb from Wealth Enahncement Group and Malcolm Etheridge from CIC Wealth give their expert takes. Plus, Baker Avenue Wealth Management’s King Lip breaks down the headset battle between Apple and Meta. And, senior markets commentator Mike Santoli weighs in on what he’s watching in the week ahead.
Major averages surged to end the week, leading all three to close positive for the week. 3Fourteen’s Warren Pies and UBS’ David Lefkowitz break down the rally and the markets are primed to hold this breakout. MongoDB surged 28% after posting strong numbers; CEO Dev Ittycheria joins to discuss the company’s quarter and its opportunity in AI. A report saying Amazon might enter the mobile service arena sent other provider stocks tumbling; former AT&T Mobility CEO Glenn Lurie joins to break down the future of the industry. Samsara CEO Sanjit Biswas talks what’s next for the Internet of Things company. Plus, 3M surging over 8% on reports of a possible PFAS settlement and Moor Insights & Strategy’s Patrick Moorhead on what suppliers might benefit from Apple’s new headset coming next week.
Have the market bulls and economic optimists earned back the benefit of the doubt? Or is this as good as it gets for now? NewEdge’s Cameron Dawson gives weighs in. Plus, we count you down to Apple’s Worldwide Developers Conference. Andrew Uerkwitz of Jefferies breaks down the key products and themes to watch from that big event. And, top analyst Simeon Siegel gives his take on Lululemon’s big move higher.
The major averages closed higher today, though off session highs. Wedbush Securities Head of Equity Trading Sahak Manuelian breaks down the market action and reacts to quarterly results from Broadcom, Lululemon and MongoDB. Former Cisco CEO John Chambers on tech, China and AI. WPP CEO Mark Read discusses the company’s partnership with NVIDIA to use generative AI learning to produce advertising at scale. CFRA’s Angelo Zino breaks down Broadcom’s earnings. BofA’s Ethan Harris previews tomorrow’s jobs report.
Can you trust and depend on this rally as we begin a new month? Wharton Professor Jeremy Siegel gives his expert take. Plus, Chris Harvey from Wells Fargo breaks down the AI arms race and how it holds up to the dotcom bubble of the 90’s. And, Mike Santoli digs in on AI, the big earnings in Overtime, and the Fed.
The S&P 500 and Nasdaq closed May higher but the Dow fell over 3%. BD8 Capital’s Barbara Doran breaks down the market action and earnings from Salesforce, Crowdstrike, Okta, Nordstrom, Chewy and Pure Storage. Funstrat’s Tom Lee on why Big Tech stocks still aren’t too rich for investors. Chewy and Pure Storage stocks popped after strong quarterly results. Chewy CEO Sumit Singh broke down the company’s recent quarter and its e-commerce strategy. Pure Strategy CEO Charles Giancarlo on AI and its latest quarter. Plus, why Intel was the top performer today.
Is the summer more likely to bring a swoon or surge for the market? Solus’ Dan Greenhaus and Citi Global Wealth’s Kristen Bitterly give their expert takes. Plus, BlackRock’s Bond King Rick Rieder breaks down the company’s new active ETF, the fed and more. And, Bill Miller IV acquired a majority stake of Miller Value Partners. He explains where he is seeing opportunity in the market right now.
More gains in tech but the Dow closed. Unlimited Funds’ CIO Bob Elliott and Macquarie Group’s Thierry Wizman break down the market action. Earnings from HP, HPE and Box. Roger Ferguson, former Fed vice chairman, discusses the latest developments in the debt ceiling talk after an initial agreement was struck between President Biden and Speaker McCarthy. Oil fell under $70 a barrel for the first time in nearly a month; Citi’s Ed Morse discusses the recent weakness across commodities. Evercore’s Amit Daryanami breaks down earnings from HP and HPE. Plus, Pangaea Policy’s Terry Haines talks posturing versus reality in the next 24 hours of the debt ceiling bill.
Nvidia joined the trillion dollar club today – the first chip stock to reach that milestone. So, what’s next for that stock? Is it time to take and protect some profits? Top analyst Stacy Rasgon and shareholder Bryn Talkington of Requsite Capital give their expert takes. Plus, Lauren Goodwin from New York Life Investment Management is raising the red flag on what she sees as the next threat to stocks. Plus, the key metrics and themes to watch when HP, HPE and Box report after the bell.
Tech stocks extended gains on AI tailwinds as the major averages all closed higher to end the week. Vital Knowledge’s Adam Crisafulli breaks down the market action ahead of the holiday weekend. Marvell jumped 30% today and we replay major AI moments from top CEOs over the past two weeks. Invitation Homes’ CEO Dallas Tanner talks the state of a housing market dealing with sticky inflation and slowing growth. Liberty Street runs an open private fund that lets clients invest in high-profile private companies. CIO Christian Munafo discusses hot names and strategy. Autodesk CEO Andrew Anagnost on the company’s quarter and its opportunities in AI. Plus, Velocity Global CEO Frank Calderoni on offshoring and our Phil LeBeau on what is expected to be a crazy travel weekend.
Fundstrat’s Tom Lee and NewEdge’s Cameron Dawson weighs in on the big run in tech stocks – and what’s next for the sector. Plus, Eric Jackson from EMJ weighs in on the big AI boom. And, market expert Mike Santoli breaks down what to watch as we head into a shortened, holiday trading week.
The Dow was lower for the fifth straight session but NVIDIA led the tech and the S&P 500 higher after blowout earnings. NZS Capital’s Brad Slingerlend and JPMorgan’s Mira Pandit broke down the market action along with earnings from Marvell, Autodesk, RH, Costco and Gap. The AI explosion is in full force; C3.AI CEO Tom Siebel talks what’s next for the industry. Telsey Advisory Group CEO Dana Telsey breaks down the retail scene right now as companies report stronger-than-expected margins. Virgin Galactic had its first successful space flight in nearly two years. Morgan spoke with Navy Secretary Carlos del Toro on the USS Wasp during Fleet Week in an exclusive interview talking global tensions, trade, AI in the Navy and more. Plus, Medtronic CEO Geoffrey Martha on AI in medical devices.
Nvidia shares hitting a new all-time high. So, is it time to trim? Joe Terranova of Virtus, Hightower’s Stephanie Link and Alger’s Ankur Crawford discuss. Plus, Marc Lasry – CEO & Chairman of Avenue Capital – weighs in on the Fed, the market and the debt ceiling duel. And, Bobby Portis from the Milwaukee Bucks joins Marc Lasry on Post Nine to talk investing in sports, financial planning and more.
Averages closed lower for the second straight day as debt ceiling talks yielded no deal. NewEdge’s Ben Emons and JPMorgan’s Jack Caffrey break down the market action as volatility increases. Huge Overtime moves from Snowflake and NVIDIA after reporting numbers. Atlas Capital’s Bob Diamond talks the latest Fed minutes release. Needham’s Raji Gil breaks down Nvidia’s huge move after a strong guidance: the company stock touching an all-time high in after hours. Madrona Venture’s Matt McIlwain on the earnings from NVIDIA and Snowflake and what AI means for both companies. NASA Administrator Bill Nelson on the new space economy and the companies at the vanguard of the movement.
Stocks drifted lower throughout the day as debt ceiling talks stalled. BD8’s Barbara Doran and Edward Jones’ Craig Fehr broke down the market action. Earnings from Palo Alto Networks and Toll Brothers. Adobe CEO Shantanu Narayen discussed his company’s major announcement on AI in Photoshop while also touching on the ethical implications of AI. Yelp stock soared after activist shareholder TCS Capital sent a letter to the board demanding it explore a sale. TCS President Eric Semler joined the show to talk why his plan makes the most sense for shareholders. Benefit Street Partners President Richard Byrne talks the current opportunities in credit markets. Plus, our Steve Kovach on Apple and Broadcom’s multibillion-dollar deal for US-made chips.
Tech has been on a tear … and T. Rowe Price’s Dom Rizzo says it doesn’t look like its strong run is over. He explains. Plus, New York Life Investment’s Lauren Goodwin weighs in on new COVID concerns in China. Plus, AJ Oden from JP Morgan breaks down where he is seeing opportunity in the market right now.
The Nasdaq closed higher while the Dow fell in today’s session. Wells Fargo’s Darrell Cronk and Baird’s Ross Mayfield break down the market action. Is China’s economic reality less rosier than the investment banks are forecasting? Rockefeller International’s Ruchir Sharma makes the case for why investor should be wary of the strong bounceback story. A new study shows a Pfizer oral weight loss drug is as effective or even quicker than Ozempic’s injection; BMO analyst Even Seigerman on the investment prospects. Apollo Global’s Torsten Slock on the debt ceiling negotiations and the economic impact that’s already occurring. TransUnion CEO Chris Cartwright on why the American consumer remains strong. Plus, Zoom popped initially on strong earnings numbers; Evercore’s Peter Levine discusses the latest quarter. Tiffany is reopening its flagship store and our Robert Frank gives us a tour and what it means for the share price.
Can anything stop the mega cap melt-up? Morgan Stanley’s Erik Woodring gives his expert opinion. Plus, Gabriela Santos of JP Morgan Asset Management weighs in on the hawkish commentary from two Fed presidents today. And, Wells Fargo’s Mike Mayo breaks down all of Jamie Dimon’s comments at the JP Morgan Investor Day.
Indices closed lower, snapping a two-day win streak. G Squared Private Wealth’s Victoria Greene and BNP Paribas’ Carl Riccadonna break down the market action. After testifying in front of the Senate oversight committee on financial regulation, Acting Comptroller of the Currency Michael Hsu joins to talk steps to restore confidence in the banking system. David Sacks, Craft Ventures co-founder, on Montana’s TikTok ban and if there is any chance it actually sticks, plus investing in China during high geopolitical tensions. Cadre CEO Ryan Williams discusses opportunities in the distressed commercial real estate sector and where he sees the most upside. Plus, how Blue Origin landed a NASA contract and Khan Academy Founder Sal Khan on bringing AI to education.
Are stocks about to break out or break down? Tony Pasquariello from Goldman Sachs gives his forecast. Plus, Vantage Rock’s Avery Sheffield explains the key for investing in consumer stocks. And, Former Fed Vice Chair Richard Clarida weighs in on inflation, rate hikes and where he sees the economy headed from here.
Stocks closed near session highs, after surging into the close. That makes back-to-back positive sessions for the major indices. Ariel Investments’ Charlie Bobrinskoy and Citi’s Scott Chronert talk the market action. NVIDIA touched a 52-week high as its roll continues. Bernstein’s senior research analyst Stacy Rasgon breaks down much more room there could be to run for the high-flying stock. Betterment CEO Sarah Levy on the impact of the regional banking crisis on fintech. Raymond James’ Sunaina Sinha Haldea on why there are still trillions of dollars in dry powder among private equity firms – and what it might take for dealmaking to return. Plus, former Walmart US CEO Bill Simon on Walmart’s strong quarter and the state of the consumer.
Apple, Alphabet and Microsoft all getting in on the AI battle. But is all of this AI hope leading to way too much AI hype? Stephanie Link of Hightower, Joe Terranova of Virtus and Big Technology’s Alex Kantrowitz give their expert takes. Plus, Sofi’s Liz Young reacts to St. Louis Fed President James Bullard’s comments on inflation and future rate hikes. And, Netflix shares surged in today’s session despite worries surrounding the writer’s strike. We dig in on what’s sending that name higher and what it could mean for the rest of the streamers.
Major averages closed higher today. It was the best day for the indices since May 5. Wells Fargo’s Chris Harvey breaks down what’s behind the surge. ServiceNow and NHL announce a partnership; CEO Bill McDermott and Commissioner Gary Bettman join to discuss. McDermott talks the company’s Knowledge conference and its plans for AI in enterprise. NVIDIA CEO Jensen Huang sat down with our Jon Fortt in an exclusive interview talking the promise and peril of AI and scaling software. As questions swirl the regional banks, Todd Harper, Chairman of the National Credit Union Administration, discusses how to strengthen belief in the system. Smith Point Capital CEO Keith Block on spending levels in enterprise software and what it means for global demand. Earnings from Take-Two Interactive and Cisco.
Are stocks about to actually break out of this range they’ve been in? Cheryl Young of the Rockefeller Family Office and New Edge’s Cameron Dawson give their expert market takes. Plus, Tesla shareholder – Bryn Talkington – weighs in on Elon Musk’s comments regarding his controversial tweets and how it could impact his business. And, Leslie Picker shares billionaire businessman Marc Lasry’s latest call on rates.
The major averages closed lower, near session lows. Vital Knowledge’s Adam Crisafulli and Alejandra Grindal, Ned Davis Research Chief Economist, break down the market action as the US creeps closer to a potential default. Congressional leaders speak after another meeting at the White House. OpenAI CEO Sam Altman spoke before Congress today; our Steve Kovach reports on the key takeaways and Cloudflare CEO Matthew Prince on how AI will impact his business. Tesla annual meeting is tonight; our Phil LeBeau on what investors are watching most closely. SAP CEO Christian Klein on AI and the cloud, plus Nubank reported strong quarterly numbers from its business as a digital bank in Latin America. CEO David Velez on the company’s expansion since its 2021 IPO.
Major averages closed higher, reversing losses in morning trading. Oakmark’s Tony Coniaris on where is finding value in this market. Plus AEI’s Jimmy Pethokoukis and JPMorgan’s Mike Feroli break down the impact debt ceiling talks are having on the market. Shake Shack shares had a strong day after activist investor Engaged Capital disclosed a 6.6% stake; 13D Founder Ken Squire on why there have been so many high-profile campaigns in 2023. Mortgage Bankers Association CEO Bob Broeksmit on the hottest areas in the country. Wedbush’s David Nierengarten on the hottest takeover targets in the biotech sector.
Major averages closed lower to end the week, marking two straight negative weeks for the Dow and S&P 500. Crossmark’s Bob Doll and GenTrust’s Mimi Duff break down the week of action and look ahead to next. Anduril Industries ranked #7 in this year’s CNBC Disruptor 50; founder Palmer Luckey talks all things defense, including the role of AI in the industry. Our Julia Boorstin takes a look at the possible impact Twitter’s new CEO will have on its ad revenue. Perrigo CEO Murray Kessler on the FDA advisory panel voting to recommend the company’s OTC birth control. Plus, three key stocks picks for your portfolio from Bruderman & Co.’s James Bruderman.
Elon Musk stepping aside as CEO of Twitter – presumably to spend more time on everything else he has going on… including Tesla. That stock is now looking for momentum. EMJ’s Eric Jackson gives his forecast. Plus, Morgan Stanley’s Chris Toomey says one sector is “priced to perfection.” He explains which one and why. And, Jessica Inskip of Options Play highlights the key technical levels investors should be watching.
Dow closed lower today, dragged down by Disney. The S&P 500 also fell while the Nasdaq ended in the green. 248 Ventures’ Lindsey Bell and Annandale Capital’s George Seay talk today’s market action. CFPB Director Rohit Chopra, who sits on the FDIC Board, discusses the FDIC’s proposal to replenish its $16B hole in deposit insurance after a string of bank failures. He also talks the CFPB’s new guidelines for personal financial data. Unity Software popped after a strong quarterly report; CEO John Riccitiello discusses what’s next. Andreessen Horowitz’s Katherine Boyle joins on the firm’s new investing in “American Dynamism” fund and why founders are excited to invest in companies that move America’s institutions forward. Plus, MoffettNathanson’s Michael Nathanson talks the Disney bull case after its worst day in six months.
Wedbush’s Dan Ives is calling Alphabet’s latest push is a defining moment in the AI race. He makes his case. Plus, Capital Wealth Planning’s Kevin Simpson breaks down where he is finding opportunity amid all of the volatility. And, Marci McGregor of Bank of America Merrill Lynch explains why she thinks defense is the best strategy in this market right now.
Averages closed near session highs with S&P 500 and Nasdaq in the green and Dow slightly negative. Axonic’s Peter Cecchini and Vital Knowledge’s Adam Crisafulli talk the market action and react to a raft of earnings including Robinhood, Unity Software and Beyond Meat. Dow component Disney fell after reporting earnings. Wolfe Research’s Peter Supino broke down the negative investor reaction while former Amazon Studios head Matthew Ball talked long-term streaming strategy. Fresh from the stage at Google I/O conference, Google Cloud CEO Thomas Kurian talked the new AI tools GCP is offering and the intense cloud competition among big tech giants. Plus, Twilio CEO Jeff Lawson after his stock tumbled following weak guidance.
What is the catalyst for stocks to move higher? Is it rate cuts? Tom Lee of Fundstrat gives his forecast. Plus, Disney is set to report after hours. Victoria Fernandez of Crossmark Global Investments owns the stock and gives her take on what she’s watching from those numbers. And, Former Fed Governor Frederic Mishkin weighs in on the inflation situation and what the Fed might do next.
Major averages closed lower today. Wilmington Trust’s Meghan Shue and Decatur Capital CEO Degas Wright break down the market action amid earnings from Affirm, Airbnb, EA, Wynn, Occidental, Rivian, Twilio and IAC. IBM CEO Arvind Krishna weighs in on the company’s new AI offering Watsonx and the macro environment in tech spending. Former Atlanta Fed President Dennis Lockhart weighs in on the debt ceiling talk and when the market will begin to worry. Plus, GlobalFoundries CEO Thomas Caulfield talks the semiconductor business and whether there are signs of softening. Our Julia Boorstin launches this year’s Disruptor 50 list.
…or is it getting worse? And what – if anything – can get us out of this stubborn trading range? Courtney Garcia of Payne Capital gives her take. Plus, Mark Okada of Sycamore Tree Capital is forecasting a recession – he explains the big catalyst behind that call. And, Mike Santoli weighs in on what the debt ceiling duel could mean for the markets.
Secretary Yellen joined in a live interview, saying she can’t rule out a recession but doesn’t think it’s the most likely path for the US economy. She also said there are no good options if the debt ceiling isn’t raised. Markets ended the session little changed. Miller Tabak’s Matt Maley and Cantor Fitzgerald’s Eric Johnston break down the market action. Earnings from PayPal, Palantir, Lucid. Unlimited CEO Bob Elliot on the latest developments in the regional banking crisis. Our Julia Boorstin previews CNBC’s Disruptor 50.
What should investors be doing right now with many major issues still unsettled? Trivariate’s Adam Parker and Nicole Webb of Wealth Enhancement Group give their expert market takes. Plus, Rashaun Williams of Manhattan Venture Partners weighs in on the state of the IPO market and if he thinks a thaw is happening in the space. And, JPMorgan’s Meera Pandit is breaking down recession risks and if rate cuts could be on the table in 2023.
Markets surged to end the week, but it wasn’t enough for the Dow and S&P 500 to close positive week-to-date. The Nasdaq eked out a green week. Crossmark Global’s Victoria Fernandez and PIMCO’s Tony Crescenzi broke down the week that was and the week ahead while Renaissance Macro’s Neil Dutta talked the Fed impact. GTIS Partners CIO Tom Shapiro discussed the regional bank turmoil and why investors are worried about the commercial real estate market. Shift4 CEO Jared Isaacman discussed consumer spending and summer trends, plus reacted to a recent short seller report targeting his company. Janus Henderson Investments CEO Ali Dibadj on the retail investor and client flows amid recent market volatility. CNH Industrial CEO Scott Wine talked the global demand picture and how agriculture and construction sectors are holding up.
Can this teetering rally go much further in the weeks ahead – especially if the Fed is finished? Professor Jeremy Siegel of the Wharton School gives his take. Plus, Former Federal Reserve Vice Chairman Richard Clarida weighs in on the road ahead for the Fed and the odds of a recession. And, the WSJ’s Gunjan Banerji breaks down the crucial moments of the trading week.
Fourth straight day of losses for the major averages as regional bank worries continued to spook investors although stocks closed well off worst levels. Apple reported earnings. We have you covered from every angle with Evercore’s Amit Daryanani, Fortt Pitt’s Daniel Eye and Patrick Moorhead of Moor Insights and Strategy. Bespoke’s Paul Hickey joined us to break down the market action from a busy Overtime of earnings, including: Block, Coinbase, Booking Holdings, Expedia and Lyft. DoorDash shares popped after a strong quarter; CEO joined Jon Fortt in an exclusive interview to talk the quarter. Randal Quarles, former Fed Vice Chair for Supervision, discussed the continued weakness in regional banks and what happens if there is another sale.
Apple is reporting results after the bell in Overtime. Star Wedbush Analyst Dan Ives breaks down what to watch and what’s at stake. Plus, Dubravko Lakos of JP Morgan breaks down what the fed’s next move might be. And, Lauren Goodwin of New York Life weighs in on the turmoil in the regional banks.
Stocks slid into the close today after Fed Chair Jay Powell’s press conference. Jefferies Chief Market Strategist David Zervos and Unlimited CEO Bob Elliott break down the market’s reaction to the Fed’s 10th hike in a little over 12 months. Former Fed Vice Chair Alan Blinder and former CEA Chair Jason Furman read the tea leaves from Powell and the Fed. Qualcomm shares slid in Overtime after issuing weak guidance; Susquehanna analyst Chris Rolland discussed what investors should do with the stock. Host Hotels CEO Jim Risoleo joins the show after the company posted strong earnings and raised its full-year forecast; he talks the state of his customers and where they are spending money. Plus, Bernstein’s Toni Sacconaghi previews tomorrow’s big tech behemoth reporting: Apple.
Bond king Jeffrey Gundlach of Double Line gives his first, exclusive take to the fed’s rate hike and Chair Powell’s news conference. Plus, Sofi’s Liz Young drills down on the big market headwinds that could be ahead for investors. And, Charles Schwab’s Liz Ann Sonders breaks down what is at stake … and if there could be more rate hikes ahead.
Stocks fell sharply today, although off worst levels after paring some losses in the final hours of trading. Regional banks were among the hardest hit stocks; Vital Knowledge’s Adam Crisafulli on why this selling feels worse than in March. iCapital’s Anastasia Amoroso gives her take on the market action and earnings so far. It was a busy day of earnings, including: Ford, Starbucks, AMD and Simon Property. An exclusive interview with Microstrategy Executive Chairman Michael Saylor after the company posted strong earnings; he weighs in on bitcoin’s rally, the company’s dual strategies and why the banking crisis is bullish for crypto. Chegg stock fell nearly 50% after warning AI was hurting potential new business; CEO Dan Rosensweig joined in an exclusive interview to discuss why investor fears were “overblown.” Wedbush analyst Matt Bryson on AMD’s quarter and the stocks weakness in Overtime. Box CEO Aaron Levie talks the upside of AI for human productivity…with the right guardrails.
It was an ugly day on Wall Street ahead of tomorrow’s crucial Fed decision. CNBC Senior Markets Commentator Mike Santoli, New Edge’s Cameron Dawson and Cantor’s Eric Johnston give their market takes. Plus, David Chiaverini from Wedbush breaks down the big move lower in regional banks. And, top chip analyst Stacy Rasgon weighs in on the semi space… and what is at stake as AMD reports in Overtime.
Stocks close mostly lower, paring some afternoon gains. The Bahnsen Group’s David Bahnsen and Invesco’s Brian Levitt break down how earnings have fared so far. Former Uber Chief Business Officer Emil Michael talks possible green shoots for the IPO market, including a potential ARM offering. EQT CEO Toby Rice discusses his company’s stock outperformance despite natural gas prices falling. Former Reserve Bank of India Governor Raghuram Rajan on JPMorgan’s First Republic acquisition.
… or is the old cliché “sell in May and go away” your best strategy? Josh Brown of Ritholtz Wealth Management and Marci McGregor of Bank of America Merrill Lynch give their expert market takes. Plus, Fundstrat’s Mark Newton is breaking down the key S&P level to watch ahead of this week’s Fed meeting. Plus, a rundown of what to watch when MGM reports results.
Stocks surging to close out the week as the Dow posts its best month since January. Intel CEO Pat Gelsinger discusses the chipmaker's latest earnings and the outlook for chip demand. Former FDIC Chair Sheila Bair reacts to the FEd's latest data on bank balance sheets. The Production Board CEO David Friedberg discusses how fears over banks is impacting the credit environment. And Cowen's Shaul Eyal on the cybersecurity stocks that could be the big winners from more industry consolidation.
Hopes for a deal that could keep First Republic afloat and independent are dimming – but a government-enabled solution could be taking shape. David Faber breaks down the latest. Plus, Lauren Goodwin of New York Life Investments and Stephanie Link from Hightower weigh in on the week that was … and what’s at stake for stocks next week. And, Greg Branch of Veritas Financial says that stocks could retest the October lows – and it could happen sooner than you might think.
Averages surged today with the Dow posting its best day since January. BD8 Capital’s Barbara Doran breaks down the action on the busiest day of earnings. L3Harris CEO Chris Kubasik joined in an exclusive interview after the company posted strong earnings. Amazon gained sharply in overtime on strong results; Arjuna Capital’s Natasha Lamb and Raymond James’ Aaron Kessler break down the move while former exec and CommerceIQ CEO Guru Hariharan discussed the e-commerce side of the tech giant. Plus, our Deirdre Bosa spoke with Amazon’s CFO and Morgan dove deep on the company’s space ambitions. Intel also reported; shares were volatile. Susquehanna’s Chris Rolland on why he is becoming more favorable towards the stock.
Will Amazon’s earnings keep the momentum going for the mega-caps? Evercore’s Mark Mahaney gives his take ahead of those key numbers. Plus, stocks got a big pop in today’s session with the Dow jumping more than 500 points. Ed Yardeni of Yardeni Research breaks down the crucial, final moments of trade. And, T. Rowe Price’s Sebastien Page weighs the odds of a “market zombie apocalypse.”
Nasdaq finished higher after strength from big tech and software, but Dow and S&P 500 posted their second straight negative session. Vital Knowledge’s Adam Crisafulli broke down the market action amid another raft of earnings. Meta stock soared in overtime; Bernstein analyst Mark Shmulik and Mighty Capital’s SC Moatti give instant reaction to the company’s strong quarter. Neuberger Berman’s Joseph Amato on what earnings season has told investors so far. Norfolk Southern CEO Alan Shaw joins Morgan in an exclusive interview to discuss the quarter and what’s next in East Palestine, Ohio. Boston Scientific posted a strong quarter; Jon sat down with CEO Mike Mahoney on patient demand returning for elective procedures. Plus, earnings from Roku, Mattel, ServiceNow, Ebay and Teladoc.
Meta preparing to report results after the bell after beats from Microsoft and Alphabet. But the big, looming question is: can Meta’s momentum continue after a strong run this year? Bryn Talkington of Requisite Capital and George Seay of Annandale give their expert takes. Plus, Disney is suing Florida Governor Ron Desantis over what the company is calling a “relentless campaign to weaponize government power.” NYT columnist Jim Stewart – who wrote the book on Disney – weighs in. And, we debate the state of the consumer with Victoria Fernandez from Crossmark Global.
The major averages fell today; it was the second straight negative session for the Nasdaq. Wedbush’s Sahak Manuelian on what areas of the market he likes now. Earnings from mega-cap tech stocks Microsoft and Alphabet, plus Visa, Chipotle and Texas Instruments. Chipotle CEO on the latest quarter, input costs and hiring. Klarna CEO Sebastian Siemiatkowski on the state of the consumer and fintech. DA Davidson’s Gil Luria reacts to Microsoft’s quarter, including Azure. Our Deirdre Bosa on what Alphabet CFO Ruth Porat told her about the quarter while Rosenblatt’s Barton Crockett reacts to the search giant’s quarter.
Will the impending reports from the giants of the Nasdaq ease or exacerbate investor worries? Lo Toney of Plexo Capital, Malcolm Ethridge of CIC Wealth and Nicole Webb of Wealth Enhancement Group give their expert takes. Plus, Ana Arsov – Co-head of Global Banks at Moody’s – weighs in on First Republic’s huge drop. She tells us what this might mean for the broader banking sector. And, PIMCO’s Erin Browne breaks down one key part of the market that she thinks could hold up during a downturn.
Stocks mixed in volatile session ahead of huge week of earnings. Bowersock Capital’s Emily Hill and 3Fourteen Research’s Warren Pies break down the action. Evercore’s Krishna Guha gives the inside story on the real debate going on inside the Fed right now. First Republic reported its earnings in a closely watched report; Unlimited’s Bob Elliott on what numbers are most important. Zscaler and Rubrik are teaming up on a new cyber security partnership; the CEOs join to discuss investment in the sector. Plus, RBC’s Brad Erickson on the monster week ahead in tech earnings.
First Republic popped in today’s session, ahead of its crucial earnings report after the bell. Wedbush’s David Chiaverini breaks down what to expect and what it could mean for the broader regional bank space. Plus, Sofi’s Liz Young and Trivariate’s Adam Parker weigh in on the state of stocks as we kick off a fresh week of trading. And, EMJ’s Eric Jackson gives us a rundown of what to watch ahead of the parade of big tech earnings.
Stocks ended slightly higher today but end the week in the red. Bleakley’s Peter Boockvar and G Squared Private Wealth’s Victoria Greene discuss the market action and lookahead to a busy week of earnings. Freeport-McMorgan shares fell today after reporting earnings; CEO Richard Adkerson discusses global demand for copper and the company’s execution. Former CEA Acting Chairman Tomas Philipson discusses the Fed’s path ahead of next week’s FOMC meeting. New Street Advisors’ Delano Saporu gives his favorite big tech stock name; Microsoft, Alphabet, Amazon and Meta all report in the coming days. Plus, our Hugh Son takes a look at First Republic and what to expect when it reports numbers next week. Morgan sits down with Space Force’s General Chance Saltzman in his first interview since taking on the role of Chief of Space Operations.
Is this rally on the ropes – and if so – will the biggest names in the market save it or sink it? Lauren Goodwin of New York Life Investment Management and Avery Sheffield of Vantage Rock give their expert forecasts. Plus, NYU’s Aswath Damodaran – the so-called Dean of Valuation – breaks down what is at stake for big tech stocks during next week’s major earnings. And, 5-star stock advice from Capital Wealth Planning’s Kevin Simpson. He tells us where he is making moves ahead of the big week on deck.
Stocks closed lower today but off worst levels. Vital Knowledge’s Adam Crisafulli and Northwestern Mutual’s Brent Schutte give their take on the market action. Fortress Investment Group’s Wes Edens sat down with Morgan Brennan in an exclusive interview. He discussed the next phase of Brightline’s high-speed train in southern Florida: connecting Orlando and Miami, plus Brightline’s plans for the West Coast. Edens also talked the banking crisis and the natural gas market; hear what he calls his “hot stock tip.” Ark Invest’s Cathie Wood joins in a two-part interview to talk her top holdings, including Tesla after disappointing earnings, plus the macroeconomic picture and what the Fed should do next. Our Hugh Son gave his regional bank report card after a week of earnings. Plus, Morgan reports on today’s SpaceX launch.
Alphabet announced what some are calling a major reshuffling. This as it races to fend off Microsoft and others are investing in this new frontier. CNBC’s Steve Kovach weighs in on if this is a sign that Google is going all in on AI.Big Technology’s Alex Kantrowitz gives his expert take on this move and Alphabet shareholder Malcolm Etheridge of CIC Wealth tells us what he is doing with the stock now. Plus, the key levels investors need to be watching, a complete earnings rundown and commentary from market expert Mike Santoli.
It’s an earnings bonanza: Tesla, IBM, Las Vegas Sands, Zions, and Lam Research headline a busy afternoon. Our reporters give you the instant reaction while Bespoke’s Paul Hickey and Schwab’s Omar Aguilar break down today’s market action. Tesla bear Craig Irwin gives his take on the EV maker’s latest quarterly numbers. NBER Director Charles Dallara has seen many market ups and down; he joins to discuss the state of the economy and where things go form here. Evercore’s Amit Daryanani weighs in on IBM’s strong quarter. Plus, an exclusive interview with Virgin Orbit CEO Dan Hart in his first public comments since the company went bankrupt.
Investors awaiting Tesla’s results – with a lot at stake for that stock and Elon Musk. Dan Ives of Wedbush breaks down what he is watching. Plus, NewEdge’s Cameron Dawson and Nicole Webb of Wealth Enhancement Group give their expert market forecasts. And, a rundown of all the key names reporting after the bell – including the likes of IBM, Las Vegas Sands and Lam Research.
A mixed session for stocks: the S&P 500 closed higher but the major averages hovered around flat for most of the day. BD8 Capital Partners CIO Barbara Doran on the market action. Evercore analyst Mark Mahaney gives instant reaction to Netflix earnings while Annandale Capital’s George Seay gives perspective as a shareholder. Chegg CEO Dan Rosensweig weighs in on AI integration in education. Our Morgan Brennan is in Colorado, interviewing Rocket Lab CEO Peter Beck at the Space Symposium. Plus, a slew of earnings in overtime: Netflix, United Airlines, Western Alliance, Interactive Brokers, First Horizon and Intuitive Surgical.
A lot is riding on the so-called FANG stocks this earnings season with tech performing well so far this year. But can Netflix keep that momentum going? We break down what to expect and what it might mean for the broader sector. Plus, Bank of America CEO Brian Moynihan discusses his company’s earnings, the state of the banks and the economy. And, retailing legend Mickey Drexler – Alex Mill Chairman and Former J. Crew and Gap CEO – weighs in on the consumer and where he sees the retail space headed from here.
Averages finished at session highs today, closing in the green. JPMorgan’s Phil Camporeale and Fidelity’s Jurrien Timmer break down what to expect ahead of this busy week of earnings. Our Steve Kovach discusses what’s at stake in the AI search wars after Alphabet shares dropped on a report Samsung may turn to Bing for its default engine. Argus Research’s Stephen Biggar on what bank earnings have revealed so far and what name is best positioned going forward. It’s been four straight weeks of gains for oil; Sadad Al-Husseini on what’s driving the move higher and where the price is headed for the rest of 2023. Meanwhile, Moderna stock fell despite some promising cancer vaccine data. Wells Fargo analyst Mohit Bansal on why there is a disconnect between the excitement companies are feeling and how investors are reacting. Plus, Deepwater’s Gene Munster on what to watch in Netflix’s earnings report tomorrow.
It’s the best start to earnings in 20 years. But can the big week ahead hold the momentum? Trivariate’s Adam Parker and Hightower’s Stephanie Link give their takes. Plus, CIC Wealth’s Malcolm Etheridge is getting out of Alphabet amid reports that Samsung may be looking elsewhere for its search needs. And, Ed Yardeni is back … and he says “the sky is not falling” despite what some Wall Street heavy hitters are saying. He explains why.
Averages closed negative today but ended the week in the green. Fundstrat’s Tom Lee gave his case for why the bulls are currently in control. Barclays’ Jason Goldberg breaks down the sharp move higher in JPMorgan shares while looking ahead to next week’s earnings reports from the regional banks. It was a busy week of economic macro data and Fedspeak. Ned Davis Research’s Alejandra Grindal on what it all means. Krispy Kreme CEO Michael Tattersfield on food and labor costs, plus the state of the consumer. Boeing shares slide after announcing a delivery slowdown and Cowen’s Cai Von Rumohr rates the stock impact. Our Pippa Stevens on why California’s solar boom may be ending and Meg Tirrell on Catalent’s major stock slide. Plus, Jon on the growing importance of technology in education and Morgan on SpaceX’s Starship.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
The averages rallied today, led by tech with the Nasdaq finishing higher by 2%. RBC’s Amy Wu Silverman and Truist’s Keith Lerner break down what the move means heading into earnings season. Snowflake CEO Frank Slootman details the company’s new tool for companies to improve their supply chain management and the current state of enterprise spending. Meanwhile, Twitter and eToro announced a partnership; eToro CEO Lule Demmissie joins to discuss what’s next. We’re getting earnings from the banks soon and Oppenheimer’s Chris Kotowski gives his top picks. Evercore’s Mark Mahaney discusses the big move in big tech stocks and Amazon’s AI ambitions. CFRA’s Cathy Seifert on why BlackRock’s earnings matter. Our Mackenzie Sigalos on why Ethereum is rallying.
Wells Fargo’s Chris Harvey urged investors to “sell before May and go away” … calling for a meaningful correction in stocks. He explains his point of view. Lauren Goodwin of New York Life Investment and Joe Terranova of Virtus Investment Partners give their forecasts. Plus, Morgan Stanley’s Chris Toomey says we’re facing a “fairly dramatic” sell-off. And, the key themes every investor needs to be watching when United Health reports tomorrow morning.
Stocks closed lower and near worst levels. DoubleLine’s Jeffrey Sherman and Cresset Capital’s Jack Ablin talk where to invest right now as earnings season begins. Former Dallas Fed President Richard Fisher discusses this morning’s CPI report that showed inflation cooled slightly more than expected in March. Bain Capital Global Head of Private Equity John Connaughton on where private equity is seeing opportunities around the globe. Meanwhile, MP Materials CEO James Litinsky talks the rare earths supply chain and how geopolitical tensions with China are impacting the global economy. Cowen’s Helane Becker gives her top picks in the airline industry after American Airlines’ worst day in nearly a year. Meanwhile, our Julia Boorstin talks her sit-down with Warner Bros. Discovery CEO David Zaslav and changes to his streaming service while Morgan Brennan breaks down what LVMH’s earnings mean for the high-end consumer and Jon Fortt spoke with cloud company Databricks.
Earnings are only two days away and the debate over interest rates is escalating… so what’s next for your money? CNBC’s Steve Liesman, Charles Schwab’s Kevin Gordon and NewEdge’s Cameron Dawson give their expert market opinions. Plus, an exclusive interview with Warner Bros. Discovery CEO David Zaslav following the company’s latest big streaming announcement. And, Bob Pisani breaks down the final moments of trade.
Stocks finished mixed and near worst levels. Vital Knowledge’s Adam Crisafulli and Cantor Fitzgerald’s Eric Johnston battle out where the market goes from here in a bear versus bull debate. Evercore analyst CJ Muse on why it’s a “stock-pickers paradise” in the chips sector. Tilray shares fell today. CEO Irwin Simon discusses the latest quarter and big acquisition. CrowdStrike hosted its first ever government summit. CEO George Kurtz joins from there to talk public/private partnerships in cloud and cybersecurity. Why Weight Watchers soared nearly 60% higher today and our Meg Tirrell discusses the weight loss drug market with the FDA Commissioner Dr. Califf. Plus, former Kansas City Fed President Thomas Hoenig on upcoming inflation data, short seller Brad Lamensdorf on CarMax and our Mackenzie Sigalos on bitcoin’s recent rally.
Should investors take advantage of this early year rally and sell some winners or hang on for another leg higher – if one should come? Liz Young of Sofi and John Mowrey of NFJ give their takes. Plus, top technician Jason Hunter of JP Morgan is charting the rally. Why he thinks more pain could be ahead. And, Alger’s Ankur Crawford breaks down the under-the-radar growth names she is betting on.
Stocks finished mixed in an up-and-down session as Wall Street awaits inflation data later this week. G Squared’s Victoria Greene and Venu Krishna from Barclays square off in a bull-bear debate about the market’s next move. Mark Zandi from Moody’s shares his advice for the Fed following Friday’s jobs report. Meantime Pioneer Natural Resources jumped on a reports of talks with Exxon. Analyst Neal Dingmann discusses the probability of a deal and which other names could be in play. Plus the latest on Apple, chips, and how a plumber could save the box office.
Have we seen the worst of the earnings recession or is there even more downside ahead? Trivariate’s Adam Parker and JP Morgan’s Asset Management’s Meera Pandit give their expert takes. Plus, star venture capitalist Rick Heitzmann weighs in on the state of the private market – and where he sees the world of IPOs headed from here. And, Pioneer shareholder Jenny Harrington weighs in on the reports that Exxon Mobil held early-stage talks to acquire the company.
All three major averages finished positive on the day. For the week, Dow was positive but S&P 500 and Nasdaq were lower. PIMCO’s Tony Crescenzi and Wells Fargo’s Darrell Cronk break down the market action and lookahead to next week. LinkedIn’s economist Guy Berger on the rising trend of people working two jobs. Citi’s Stephen Trent gives his top airline picks heading into summer travel season. Former Atlanta Fed President Dennis Lockhart on the high-wire act facing the Fed. Plus, UiPath Co-CEO Robert Enslin on client demand in enterprise software and how AI is changing his industry. Our Steve Kovach reports on media and tech CEOs meeting with lawmakers over China.
Is a weakening economy going to drag stocks lower or is a potential change in Fed policy good enough to keep the rally going? Tony Pasqueriello of Goldman Sachs gives his expert take. Plus, Former Federal Reserve Governor Frederic Mishkin breaks down what he expects from the jobs report. And, market expert Mike Santoli explains what he is watching as we wrap up the this shortened trading week.
Another mixed day for the averages with the Dow closing higher while the S&P 500 and Nasdaq finished in the red. Miller Tabak’s Matt Malehy and Meghan Shue of Wilmington Trust break down the market action and where to invest right now. FedEx stock went the other way, closing higher after announcing a reorganization and a dividend hike. Meanwhile, as Speaker Kevin McCarthy met with Taiwan’s President, Lux Capital Co-Founder Josh Wolfe discussed the threats China poses to U.S. companies. Rockefeller International’s Ruchir Sharma makes the case for why the dollar’s days of being the dominant global currency may be numbered. Plus, Betterment CEO Sarah Levy on the pulse of the retail investor. We get reports from our Melissa Repko on on weak March sales for Costco and Kate Rogers on how small business owners are rethinking regional banking.
What is the right call right now – to be bullish or bearish? Trivariate’s Adam Parker and Citi’s Kristen Bitterly break down their takes. Plus, BTIG’s Jonathan Krinsky is tracking trouble in the charts. He explains the key levels every investor needs to be watching. And, Bank of America’s Jill Carey Hall is changing her tune on small caps in a big way.
All three major averages closing lower today, the Dow and S&P 500 snapping four-day winning streaks. Vital Knowledge’s Adam Crisafulli and Macquarie’s Thierry Wizman break down the market action. Meanwhile shares of C3.AI lost a quarter of their value after short seller Kerrisdale Capital published a letter allegedly underhanded accounting. Kerrisdale’s CIO Sahm Adrangi discusses what the report claims. Piper Sandler has done its top teen choice survey for over 40 years. Analyst Harsh Kumar on why teens continue to love Apple and what it means for the stock. Plus, Marqeta CEO Simon Khalaf on the state of the consumer and Needham analyst Laura Martin makes a controversial call on Alphabet.
Former President Trump appeared in a New York City court today. We have instant analysis and updates from Washington DC and from outside the courthouse. Plus, the key levels every investor needs to watch from Options Play’s Jessica Inskip. And, market expert Mike Santoli gives his Last Word before the close.
The Dow and S&P 500 notched their fourth straight day of gains to kick of Q2 trading while the Nasdaq lagged. Edward Jones’ Mona Mahajan discussed the market action while 3Fourteen Research’s Warren Pies broke down the move higher in crude. SPG Global’s Simon Gallagher, a former Hulu executive, talks the news out of Disney’s shareholder meeting and the latest salvos in the DeSantis versus Disney battle. Natural gas posted its worst quarter on record. Skylar Capital CEO Bill Perkins on what’s next for the commodity. Ronald Reagan Institute Director Roger Zakheim on the investment implications of Speaker McCarthy’s visit with the President of Taiwan. Our Phil LeBeau broke down the latest quarterly auto sales while Contessa Brewer talks what it means for the gambling stocks that this year’s men’s Final Four is composed of smaller schools and underdogs.
It is shaping up to be a busy week for investors with a jobs report, key data and earnings on the horizon. So, what is the set up for your money? Cameron Dawson of NewEdge gives her forecast. Plus, #1 retail analyst Matthew Boss of JP Morgan upgraded Macy’s. He explains why – and breaks down the state of the consumer. And, top chip analyst Stacy Rasgon from Bernstein is changing his tune on Intel. He breaks down the catalysts behind that call.
Stocks surged in the final hour of trading, sending all averages higher for the quarter. Jefferies’ David Zervos and Richard Bernstein Advisors’ Rich Bernstein talk how to position heading into Q2. Plus, Evercore Head of Technical Analysis Rich Ross lays out the technical case for more upside ahead in tech stocks. We also get top picks in industrials from RBC Capital Market’s Deane Dray and in space stocks from BofA Securities’ Ron Epstein while Apollo Global’s Torsten Slok on weigh investors shouldn’t think the banking crisis is completely behind us. Our Kristina Partsinevelos digs into Micron’s wild week.
What lies ahead for stocks as the calendar turns? Will tech continue to lead? Will the Fed continue to hike? Sebastein Page of T Rowe gives his expert take. Plus, Capital Wealth Planning’s Kevin Simpson gives 5-star investing advice and breaks down where he is putting his money to work right now. And, Hightower’s Stephanie Link gives her forecast for Meta as it closes in on its best quarter since 2013.
Back-to-back positive session for the major averages has the S&P 500 back above 4000. Ariel investments’ Charles Bobrinskoy and Evercore’s Julian Emanuel on how to position right now. WWE CEO Nick Khan says there has been a “robust response” from potential bidders for the company after Vince McMahon’s return and he remains optimistic about legalizing betting on the sport. General Catalyst CEO Hemant Taneja penned an op-ed this week arguing for specific new rules and regulations around AI. He breaks down his case. Morgan Stanley’s Keith Weiss has some top picks in the software sector and our Meg Tirrell wraps up her series on the prescription drug crisis with a look the huge shortages of both antibiotics and generic drugs. Plus, Morgan Brennan with a look at tomorrow’s inflation data, today.
Banks under the microscope today with new questions over whether they’ll soon be under tighter regulations. Star bank analyst Mike Mayo of Wells Fargo Securities gives his take. Plus, EMJ’s Eric Jackson says the rally in tech is only just beginning. He explains why. And, PIMCO’s Erin Browne is flagging a big opportunity overseas – she tells us why this could be a major safety play.
Founders Fund was fingered in the days after Silicon Valley Bank’s collapse as a possible accelerant for the failure. General Partner Keith Rabois talks why that wasn’t the case, why TikTok should be banned in the US and why researchers should not pause AI experimentation. Meanwhile stocks closed near session highs as the averages shook off Tuesday’s declines. Axonic Director of Research Peter Cecchini talked the market action and Loop Capital’s Anthony Chukumba gave instant reaction to RH’s earnings. Jon Fortt walks through why Intel had its best day since November and NBER Director Charles Dallara talks calls for more banking regulation. Our Kate Rogers reports on former Starbucks CEO Howard Schultz time in front of Congress today and Meg Tirrell analyzes the lack of generic drugs on the market. Plus, Macquarie’s Tim Nollen on Q2 opportunities in the communication services sector.
The seven largest names within the S&P 500 have accounted for nearly all of the year’s gains. Is that a sign of strength or weakness for your money? Trivariate’s Adam Parker and Requisite Capital’s Bryn Talkington give their expert takes. Plus, star Wedbush analyst Dan Ives breaks down what he is calling “the new safety trade.” And, Jim Stewart of the NYT weighs in on the latest shakeup at Disney.
All three major averages closed lower—the second straight negative session for the Nasdaq. Bespoke’s Paul Hickey talked the market action while Micron and Lululemon reported latest quarterly numbers. Needham’s Raji Gill, the first analyst on the Street to capture negative gross margins, gives his instant reaction while Oppenheimer’s Brian Nagel talked Lululemon’s strong quarter that sent the stock higher in overtime trading. Former FDIC Chair Sheila Bair weighed in on the recent weeks of volatility in the banking sector—and what she would have done differently. Our Meg Tirrell reports on the antibiotic shortages across the country and Michael Santoli on the stock impact of Alibaba’s plan to split into six business groups. Plus, as home prices fell for the seventh straight month, Redfin CEO talks the latest signals in the housing market while Polaris CEO Mike Speetzen discusses the state of the consumer and Polaris’ new online marketplace for customers to buy and sell new and used vehicles.
Where was the Fed and other key regulator as SVB’s practices were repeatedly flagged by officials for years? We debate who is to blame for the bank’s failure with Nick Timiraos of the WSJ. Plus, former US Deputy Treasury Secretary Roger Altman gives his expert take on the matter. And, we debate the resilience of the tech rally with Plexo Capital’s Lo Toney.
The Dow and S&P 500 notched their third straight positive session but the Nasdaq fell 0.5%. Crossmark Global’s Bob Doll talks the market action and what moves he is making for his clients right now. Our Deirdre Bosa breaks news on new leadership at Lyft while Wedbush’s Dan Ives joins for instant stock reaction. Mizuho Dan Dolev breaks down the ripples effects from the CFTC lawsuit against Binance for the crypto universe. Stifel’a Mark May talks the impact of SVB failure on tech M&A and IPOs. RingCentral’s CEO discusses the company’s new AI products. Plus, RBC’s Scott Hanold on opportunities in energy, one of the worst-performing sectors YTD. And Jon Fortt eulogizes a tech legend who recently passed: Gordon Moore.
DoubleLine’s Jeffrey Gundlach gives his first, exclusive interview since the Fed’s decision to raise interest rates. He gives his take on the Fed’s next move, the odds of a recession and the turmoil in the banks. Plus, Sofi’s Liz Young weighs in on Gundlach’s recession prediction. And, market expert Mike Santoli breaks down what he’s watching as we kick off a fresh trading week.
Averages shook off early losses and fears around Deutsche Bank to end the session, and the week, higher. Invesco’s Brian Levitt and Commonwealth’s Brad McMillan break down the market action and give their playbook. Former TD Ameritrade CEO Fredric Tomczyk talks the banking turmoil of the past few weeks. Former Bridgewater Investment Committee member and Unlimited founder Bob Elliott takes a step back to assess the macro picture and how investors should be thinking about the recent market moves. Meanwhile, gold has notched four straight weeks of gains and VanEck Assocaites CEO Jan Van Eck on where the money is flowing in this market. Morgan Brennan discusses the under-the-radar developments in the space sector from the past week. Plus, our Steve Liesman reports on the Treasury Department’s meeting of top financial regulators and the latest bank balance sheet data from the Fed.
Should the stock market be more worried about the message coming from bonds following the Fed’s latest rate hike or are things less dire than the plunge in treasury yields suggest? Professor Jeremy Siegel of the Wharton School gives his expert take. Plus, Ed Clissold of Ned Davis Research is gaming out a potential rally. And, Gunjan Banerji of the Wall Street Journal breaks down the crucial final moments of the trading day – and what she’s watching in the tech space.
Stocks finish higher despite briefly turning negative in midday trading. G Squared’s Victoria Green and JPMorgan’s Phil Camporeale discuss the market action. Former Fed officials Randal Quarles and Alan Blinder weigh in on this week’s rate hike and why Blinder called the 25bp move a “mistake.” Plus, Evercore’s Mark Mahaney on why this time is different for TikTok and regulation as the CEO gets grilled on the hill. Block shares dropped nearly 15% after a scathing short seller report: SVB Moffetrnathanson’s Lisa Ellis and Empire Financial Research’s Herb Greenberg discuss what to make of the claims.
Investors are struggling to sort of the likely economic toll of the banking crisis – are Yellen and Powell sending mixed messages to the market? Our all-star panel of Joe Terranova of Virtus, BNY Mellon Wealth Management’s Alicia Levine and Greg Branch of Veritas Financial Group break down their forecast for the market. Plus, Jefferies analyst Trevor Williams explains what’s at stake for Block after Hindenburg Research announced it was adding the company to its short list. And, BTIG’s Jonathan Krinsky drills down on the key levels to watch – and why investors may not want to trust the bounce in stocks.
Markets tumbled into the close as investors weighed Fed Chair Jerome Powell’s comments at the press conference after the Fed hiked interest rates 25 basis points. At the same time, Treasury Secretary Janet Yellen testified to a Senate committee that there were no plans for broad increases in deposit insurance. Former Chairman of the Council of Economic Advisers Jason Furman and Evercore’s Roger Altman reacted to the Fed’s move while Quadratic Capital’s Nancy Davis and Jefferies’ David Zervos digested the market sell off. Plus, Zelman & Associates’ Alan Ratner on KB Home earnings and Brad Slingerlend, NZS Capital Co-Founder, on trading tech after the Fed.
Ritholtz Wealth Management’s Josh Brown gives his instant reaction and analysis to Powell’s press conference – and the major market reaction. Plus, Schwab’s Liz Ann Sonders’ gives her forecast for where we could be headed from here. And, David Chiaverini of Wedbush breaks down the regional banks reaction.
Major averages finish near session highs as investors await the Fed’s rate decision tomorrow. Meghan Shue of Wilmington Trust and Wedbush’s Sahak Manuelian preview what the Fed is likely to do. MassMutual CEO Roger Crandall on the continuing banking fallout from First Republic and Credit Suisse. Jon sits down with Adobe CEO Shantanu Narayen to talk Firefly and why Adobe stands to benefit from AI; SVB MoffetNathanson’s Sterling Auty breaks down his AI winners and losers. Plus, earnings from Nike and GameStop. Oppenheimer’s Brian Nagel just named Nike a top pick; he discusses the latest quarter and the market reaction.
Is the market’s rebound this week a sign of underlying stability or is it actually vulnerability to a nasty surprise? Jason Hunter – head of technical strategy at JP Morgan – gives his take. Plus, Fred Cummings from Elizabeth Capital Management makes the case for regional banks. And, Rob Thummel of TortoiseEcofin sees more upside for the energy sector. He explains why.
Major averages finish higher as the markets digest the Credit Suisse rescue. Cantor Fitzgerald’s Eric Johnston on why he’s still bearish while Macquarie Group’s Thierry Wizman discusses the huge swings in the bond market. Glenn Hubbard was the chair of the Council of Economic Advisers under George W. Bush; he discusses what the Fed is watching most closely ahead of this week’s rate decision. Our Phil LeBeau on why auto inventories are finally increasing at dealerships while Eamon Javers brings us the big ruling a judge made against JPMorgan in a Jeffrey Epstein lawsuit. Plus, Affirm CEO Max Levchin on where consumers remain strong and where weakness is showing and Cowen analyst John Kernan previews Nike’s earnings.
Suspense is building for a Fed decision – a choice between staying the course on tightening or backing off for fear of more financial upheaval. NewEdge’s Cameron Dawson gives her take. Plus, Mark Newton of Fundstrat drills down on the key levels to watch in energy. And, Baird’s David George is bullish on a key regional bank. He reveals that pick – and makes the case for that stock.
Dow ends week slightly lower but S&P 500 and Nasdaq power higher despite volatility. Crossmark’s Bob Doll and 3Fourteen Research’s Warren Pies talk the market action ahead of next week’s Fed decision. Meanwhile, Rockefeller International’s Ruchir Sharma on the disconnect between financial markets and geopolitical risks. Broadmoor’s Todd Baker breaks down who might buy Signature Bank, while Julia Boorstin talks the new coalition in Washington aiming to take down Tiktok. Contessa Brewer talks some hidden winners of March Madness. Plus, Jon Fortt sits down with VC investor Vinod Khosla on what advice he is giving his companies around future financing and BILL CEO Rene LeCerte on how the company is helping former clients of Silicon Valley Bank.
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves tohow investors are reacting,Scott Wapner,Jon Fortt,Morgan BrennanandMichael Santoliguide listeners through each trading session and bring to you some of the biggest names in business.
All three major averages were well into the green today and the Nasdaq is now up over 5% on the week. Vital Knowledge’s Adam Crisafulli gives his take on the action while Broughton Capital’s Donald Broughton reacts to FedEx’s strong quarter as the stock surged in after-hours trading. Plus, is a recession in the cards? Citi’s Scott Chronert and Sumit Handa of Pennington Partners debate where stocks go next. Jon Fortt had a rare interview with Sunshine Co-founder and former Yahoo CEO Marissa Mayer. She shared who will win the race for AI dominance, plus what she thought when she hired Sundar Pichai at Google. GTIS CIO Tom Shapiro joins to talk what clues the commercial real estate market might hold for investors. Finally, Virgin Orbit stock fell sharply after pausing operations and furloughing staff for a week as it seeks more funding. Morgan Brennan reports on what’s next for the company.
Scott Wapner breaks down the big break for First Republic. Eleven banks, including JPMorgan, Citigroup, Bank of America and Wells Fargo, deposite $30 billion in First Republic Bank. In a joint statement from the heads of the Treasury, Federal Reserve, FDIC and the office of the Comptroller of the Currency writing, “This show of support by a group of large banks is most welcome, and demonstrates the resilience of the banking system.” SoFi’s Head of Investment Strategy, Liz Young, weighing in on what it all means for the markets and your money. Plus, one of the top-rated financial advisors, Chris Toomey, on how he’s positioning his clients through the volatility. Why he’s saying now is the time to stay defensive. The tech trade heating up, Requisite Capital’s Bryn Talkington on where she’s putting her money to work.
The Nasdaq eked out a gain today for its third straight positive session, while the Dow and S&P 500 finished negative but well off their lows. Canaccord’s Tony Dwyer and former PIMCO Chief Economist Paul McCulley discuss what the recent market moves mean for the Fed next week while our Hugh Son discuss the latest moves around Credit Suisse. KBW CEO Tom Michaud discusses the regional banking sector as investor worries continue to plague the stocks. Plus, former Wells Fargo CEO Dick Kovacevich talks how to run a bank during a crisis and former SEC Chair Jay Clayton on new investigations from the DOJ and SEC into Silicon Valley Bank.
Scott Wapner delivers the breaking news of the hour as the Swiss Financial Market Supervisory Authority and the Swiss National Bank says that Credit Suisse quote, “meets the capital and liquidity requirements imposed on systemically important banks” and that the central bank will step in if the situation changes. Shares of Credit Suisse fell more than 20% it had previously delayed its annual report and said it found quote “material weakness” in its financial reporting in prior years. Plus, Wharton School Professor, Jeremy Siegel, weighing in on market moves and the big question of what the fed will do next. Professor Siegel also giving his predictions for if a recession is on the horizon. As financials continue to plunge, Crossmark’s Victoria Fernandez on why she’s adding to her position in one major bank.
The Dow snapped a 5-day losing streak and the Nasdaq posted back-to-back gains. Regional banks finished sharply higher. Nuveen’s Saira Malik gives her take on this morning’s inflation report while Annandale Capital’s George Seay discussed why he still likes Meta and Apple. A US/Russian confrontation over the Black Sea briefly caused markets to tumble; former Defense Secretary Mark Esper gives his take on how the two nations can reconcile. Legendary investor Mario Gabelli discusses what stocks he likes now, including some names in defense and the consumer. Cadre Executive Chairman Ryan Williams discusses the ripple effects from rising rent costs on commercial and residential real estate. Plus, what earnings from Lennar reveal about the consumer and the economy and why bitcoin is rallying despite negative headwinds.
Stocks rebounded in today’s session – so investors are wondering if we are out of the woods yet? Adam Parker of Trivariate gives his forecast. Plus, billionaire investor Carl Icahn gives his take on the market, Fed and his latest activist target. And Oakmark’s Bill Nygren reveals how he is trading the financial sector amid all of the uncertainty of SVB’s collapse.
While the Dow and S&P 500 closed lower, Nasdaq ended higher despite a volatile session for stocks, coming after U.S. regulators unveiled a plan to backstop depositors in Silicon Valley Bank. Regional banks were hit especially hard with First Republic falling 60%. Fundstrat’s Tom Lee still sees the setup as constructive in the medium-term. Venture capitalist David Sacks, after a weekend on Twitter calling for government intervention, discusses what’s next for Silicon Valley, startups and the broader economy. Plus, one beneficiary of the situation: Brex, which has seen inflows since Friday. The CEO talks the impact on his business. And a lookahead to tomorrow’s critical inflation report.
Markets were on edge all session long with yields plunging as questions swirl about the future path of the economy and the Fed. DoubleLine’s Jeffrey Gundlach gives his exclusive take on the volatility. Plus, iCapital’s Anastasia Amoroso breaks down the banks where she’s seeing the biggest risks. And, EMJ’s Eric Jackson discusses where he sees the growth trade headed from here … and the stocks he is buying during this uncertain time.
Stocks fell hard in the wake of the collapse of Silicon Valley Bank, with broad losses across the board adding to sizable losses on the week. Bob Elliott from Unlimited discusses what happened at the bank and the ripple effects across assets. Y Combinator president Garry Tan explains why he sees this as an “extinction level event” for startups. Plus Bleakley’s Peter Boockvar on the one thing the Fed has “zero chance” of doing at its next meeting in light of this week’s events.
What does the SVB earthquake mean for your money and the markets in the days and weeks ahead? Schwab’s Liz Ann Sonders gives her market forecast. Plus, FirstMark’s Rick Heitzmann drills down on how the fallout from the tech-focused lender could impact VCs and startup ecosystem. And, market expert Mike Santoli breaks down what he is watching as we head into a fresh trading week.
Stocks sinking as financial stocks plunge and investors brace for Friday's key jobs report. Evercore ISI's Mark Mahaney on whether the recent sell off is a buying opportunity for tech stocks. Former Fed Vice Chairman Alan Blinder says he is betting against the Fed raising interest rates to 6%. And Senator Ed Markey, who participated in Norfolk Southern's safety hearing on Capitol Hill, explains why he doesn't think the railroad operator is doing enough to ensure more derailments are avoided.
Stocks had a rough day – with the small, regional banks – getting particularly slammed. So, just how concerning is this slump? NewEdge’s Cameron Dawson gives her expert market forecast. Plus, JP Morgan’s Dubravko Lakos reacts to the market downturn and explains what he is watching ahead of tomorrow’s jobs report. And, Hightower’s Stephanie Link drills down on these big market swings in the final moments of trade – she reveals the moves she is making in her portfolio amid the turbulence.
It was a mixed day on Wall Street as investors await Friday's key jobs report, which could determine the Federal Reserve's next interest rate move. Jefferies David Zervos thinks stocks will continue treading water because investors are more confident the Fed will be successful in cooling inflation, but G Squared Private Wealth's Victoria Greene says the bond market is screaming headwinds for stocks. Credit Suisse Chief U.S. Equity Strategist Jonathon Golub explains why bond market signals suggest a recession could still be years away. And CNBC's Alex Sherman discusses his reporting that WWE is in talks to legalize betting on scripted wrestling matches.
Investors are weighing what to do post-Powell and pre-jobs report. Cantor’s Eric Johnston and Cerity’s Jim Lebenthal duke it out in a big bull-bear debate. Plus, Wedbush’s star analyst Dan Ives says there’s a 25% upside for Apple. He makes his case. And, - on this International Women’s Day – Shannon Saccocia of SVB Private and Jenny Harrington of Gilman Hill Asset Management break down how they are trading the market turbulence.
Stocks selling off on Wall Street after Fed Chair Jay Powell said interest rates are likely to be higher than previously thought. Morgan Stanley Global Chief Economist Seth Carpenter reacts to Powell and discusses whether he thinks the economy is heading for a recession. Fundstrat's Tom Lee explains why he is still so bullish on the market despite interest rate headwinds. NYU Stern Professor of Finance Aswatch Damodaran on how stubborn inflation is impacting the market's valuation. WW CEO Sima Sistani on why the company formerly known as Weight Watchers is getting into the prescription weight loss business.
The major averages dropping in the final hour of trade as a direct result of what Fed Chair Jay Powell told Congress today… that the central bank may go faster, higher and stay longer than originally thought. Our all-star panel of Virtus’ Joe Terranova, Lauren Goodwin of New York Life Investments, senior economics correspondent Steve Liesman and senior market commentator Mike Santoli break down the final moments of trade. Plus, Lo Toney of Plexo Capital drills down on the tech trade and the latest headlines on Meta. And, Fundstrat’s Mark Newton has explains the key levels every investor needs to watch amid this uncertainty.
A mixed day on Wall Street as the Dow closes higher for a fourth straight day ahead of a big week for economic news and Fed speak. Payne Capital Management's Courtney Garcia explains why she thinks the market should keep moving higher despite concerns about inflation. The Justic Department taking aim at Jetblue's merger with Spirit Airlines. Evercore Founder Roger Altman discusses how the regulatory environment could impact M&A on Wall Street. Box CEO Aaron Levie discusses the opportunities his company has in the AI space. Baker Hughes CEO Lorenzo Simonelli discusses the outlook for oil and natural gas prices. And Compass CEO Robert Reffkin explains why he thinks the housing market is still strong despite mortgage rates hitting 7%.
Can Apple’s breakout continue and is it a sign that the rally can too? BTIG’s Jonathan Krinsky gives his take. Plus, shares of Snap surged in today’s session as lawmakers are preparing legislation to ban TikTok here in the U.S. Akex Kantrowitz of Big Technology and Casey Newton of Platformer weigh in on what could be at stake. And money manager Emily Roland of John Hancock is raising the red flag on what she is calling the biggest mistake being made on Wall Street.
We break down the action as stocks gained throughout the session. Vital Knowledge’s Adam Crisafulli and Northwestern Mutual’s Brent Schutte give their market outlook. Our Steve Liesman brings us the latest from Richmond Fed President Thomas Barkin. Thoma Bravo’s Orlando Bravo on the state of software and why more firms are going private. Jason Furman defends his op-ed calling for the Fed to go faster and further and MSA Capital’s Ben Harburg breaks down what he expects from this weekend’s NPC in Beijing.
It’s a big week ahead for investors with the jobs report looming – a key read on the state of inflation. That critical piece of data comes as some on the Fed wonder whether rate hikes are working to slow things down. Professor Jeremy Siegel of the Wharton School gives his take on what it means for your money. Plus, Fundstrat’s Tom Lee is forecasting a strong bounce for stocks. He makes his case – and explains the level he thinks we could hit in the next two months. And, can Tesla continue its strong run? Bryn Talkington of Requisite Capital Management gives her take.
Stocks reversed midday losses after comments from Atlanta Fed President Raphael Bostic. BD8 Capital Partners’ Barbara Doran breaks down the market action while Miller Tabak’s Matt Maley breaks down what Silvergate’s tumble means. C3.AI CEO responds to a short seller’s report while Snowflake’s CEO talks customer cloud spending trends. Plus, a puzzling earnings move in Zscaler and results from Marvell, Broadcom, Nordstrom’s and Costco.
Is a moment of truth for the markets fast approaching? JPMorgan’s Jason Hunter says it could be. He explains the key level he is watching. Plus, Hightower’s Stephanie Link is betting big on China. Why she thinks there’s big opportunity overseas. And, market expert Mike Santoli breaks down the state of activism and what it might mean for the broader market.
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
From the open to the close, "Closing Bell" has you covered. From what’s driving market moves to how investors are reacting, Closing Bell guides listeners through each trading session and brings to you some of the biggest names in business.
Stocks were mostly lower on the final day of February to close out a downbeat month. Aaron Dunn from Eaton Vance and Jack Ablin from Cresset Capital break down the action and give their outlooks for March. The CEOs of Shift4 Payments and Klarna discuss their read on the consumer and the credit markets. Two biotech movers – Novavax and Sarepta – saw big moves post-market on breaking headlines. Plus analysis of a slew of companies that reported results in the after-hours session, including Ross Stores, Urban Outfitters, First Solar, HP, Virgin Galactic, AMC and Rivian.
Investors are closely watching the road ahead for the biggest and most popular stock in the market: Apple. It’s bounced 19% off its recent low – but can the momentum continue? Morgan Stanley’s Erik Woodring gives his expert take. Plus, we debate what’s next for the banks on the back of Goldman Sachs’ investor day. And, top-ranked retail analyst Matt Boss breaks down his rundown of what every investor needs to watch ahead of this week’s flood of retail reports.
Stocks closed higher but well off the best levels of the session, as Wall Street tried to recover from its worst week of the year. Nancy Tengler from Laffer Tengler Investments and Delano Saporu from New Street Advisors break down the market setup for the week and beyond. Zoom shares surged in the post-market session on an earnings and revenue beat. Patrick Walravens from JMP Securities breaks down the numbers. Meantime Goldman Sachs is in the spotlight ahead of a rare investor day on Tuesday. Analyst Brennan Hawken lays out the key questions facing management. Plus why shares of Union Pacific jumped, and a look inside Lockheed’s production facility.
From the open to the close, "Closing Bell" has you covered. From what’s driving market moves to how investors are reacting, Closing Bell guides listeners through each trading session and brings to you some of the biggest names in business.
Stocks closed out their worst week of the year on a sour note, as another inflation read came in hot. Needham’s Chris Retzler and Meghan Shue from Wilmington Trust break down the action and where they’re looking for opportunities. Afsaneh Beschloss from RockCreek explains why she’s forecasting a “choppy few months” ahead for stocks. ServiceNow CEO Bill McDermott gives his outlook for software spending following a brutal week for the tech space. Council on Foreign Relations President Richard Haass discusses the 1-year mark of the war in Ukraine, and the impact on the global economy. Plus a lookahead to the key reads on the consumer coming next week.
Is a bigger retreat in the cards or have stocks come too far to turn back now? Virtus’ Joe Terranova gives his forecast. Plus, Greg Branch of Veritas Financial doubles down on his bear case for stocks and explains what the Fed might have to do to turn things around. And, Bank of America’s Jill Carey Hall is flagging a key shift in her investment strategy amid the market turbulence.
Stocks finished the day higher after taking a mid-day tumble, as investors await a key inflation report. Paul Hickey from Bespoke and Adam Crisafulli from Vital Knowledge break down the market setup and react to a barrage of earnings from the likes of Carvana, Booking Holdings, and Warner Bros. Discovery. Analyst David Koning gives his take on Block’s quarterly report. The CEO of Unity Software talks about his outlook for the company after shares fell double digits on soft guidance. Plus an update on the NTSB’s investigation into the Norfolk Southern derailment.
JPMorgan’s Jamie Dimon making some headlines for his bold recession call. NewEdge’s Cameron Dawson gives her prediction for stocks. Plus, Alger’s Ankur Crawford drills down Nvidia’s massive stock move… and if there could be more room for it to run. And, Sebastein Page of T Rowe Price is bearish on the market but is finding some pockets of opportunity for your portfolio.
: It was a mixed session on Wall Street following Tuesday’s sharp selloff, as investors weighed the latest comments from the Fed and a number of key earnings reports. Neuberger Berman president Joseph Amato discusses his read on the Fed’s strategy, his outlook for inflation, and his view on the market. Analyst Rajvindra Gill breaks down Nvidia’s results that sent the stock jumping in after hours trading. Bill Perkins from Skylar Capital Management joins with his take on how to play the sharp decline in natural gas prices. Plus exclusive comments from Elon Musk and Gov. Gavin Newsom about Tesla’s expansion in the state.
From the open to the close, "Closing Bell" has you covered. From what’s driving market moves to how investors are reacting, Closing Bell guides listeners through each trading session and brings to you some of the biggest names in business.
Stocks selling off on Wall Street as the major averages post their worst day of the year. Investors are worriedabout higher interest rates and new concerns about consumer spending. JPMorgan Chief Global Market Strategist Marko Kolanovic reacts to the big market sell off and whether he thinks more trouble could be ahead for stocks. Coinbase shares volatile after reporting better than expected quarterly results. Mizuho analyst Dan Dolev reacts to the report. And the CEO of Norfolk Southern discusses the catastrophic train derailment in Ohio.
Stocks closed well off the worst levels of the day, with the Dow clawing back from a triple digit loss to finish in the green. Citi’s Chief U.S. economist joins with his predictions for the Fed, and why rates could stay higher for longer. Short seller Ben Axler from Spruce Point Capital Management breaks down his new bearish report on C3.AI, which has more than doubled this year amid the hype surrounding artificial intelligence and ChatGPT. CAIS CEO Matt Brown makes the case for a rethink of the classic 60-40 portfolio. Plus the latest on Deere’s pop, DoorDash’s drop, and what to expect from retail earnings next week.
Sofi’s Liz Young reacts to all of the late-day selling in today’s session. Plus, this morning BTIG’s Jonathan Krinsky put out a note saying stocks could be at a turning point. He explains why and what it could mean for investors. And, B is for “bottom?” – Hightower’s Stephanie Link debates if the lows are in for Alphabet.
The major averages gave up a failed comeback attempt following downbeat inflation and housing data, and hawkish fed talk. Former Treasury Secretary Jack Lew discusses what he sees in the economy, as some numbers show resilience while others show cracks. Snap CEO Evan Spiegel joins for an exclusive interview on the back of the company’s investor day presentation. Analyst Colin Rusch breaks down a big selloff for Tesla, after the automaker recalled more than 350,000 vehicles over self-driving software concerns. Plus the latest on crypto’s strong week, Shopify’s drop, and Labcorp’s CEO on post-pandemic plans.
Stocks gained momentum throughout the session following a much stronger-than-expected retail sales print. Matt Shay from the National Retail Federation joins to discuss his view of the consumer, and why spending remains strong despite higher prices. Billionaire investor Sam Zell weighs in on the real estate market, the Fed, energy investments, and why he thinks some of the tax proposals being floated in Washington are “crazy.” Plus why Barclays sold off, a mixed bag of chip stocks, and why the DOJ may be taking a closer look at Apple.
CPI came in hotter than expected – Joe Terranova breaks down his playbook for stocks now. Plus, President Biden officially named Lael Brainard to lead the NEC. Steve Liesman explains what could be next. And, market expert Mike Santoli tells us what he’s watching in tomorrow’s trade.
The major averages had a volatile session as Wall Street tried to make sense of a hotter-than-expected inflation report. Former Fed Vice Chairman for Supervision Randal Quarles discusses the print and how it could impact the Fed’s rate strategy. KeyCorp CEO Chris Gorman also talks inflation and gives his view on the state of the consumer and the lending market. The CEO of under-the-radar chips play Cadence Design Systems breaks down his company’s quarter and the outlook for the sector. Plus why Palantir saw a huge pop, Zoetis’s CEO on the avian flu, and why Bank of America thinks Nvidia could be a big winner in the AI wars.
A lot is a riding on tomorrow’s CPI, with investors wondering what different scenarios could mean for your money. Lauren Goodwin of New York Life gives her take on what’s at stake. Plus, top financial advisor Rich Saperstein gives his outlook for stocks. And, Josh Bennett of Weatherbie Capital breaks down some under-the-radar growth plays for your portfolio.
Stocks rose to start the week ahead of Tuesday’s key inflation report, which investors will focus on for clues about the Fed’s next move. Wall Street Journal reporter Nick Timiraos joins to discuss the increased rumblings on Wall Street of a “no landing” scenario. Wells Fargo’s Chris Harvey talks about his call that the bear market is over, but the bull market is stuck in traffic. The CEO of Fanatics breaks down the demand for sports merchandise following the Super Bowl, and talks about opportunities in livestreamed shopping and his prospects in the IPO market. Edgewell’s CEO gives his read on the consumer and talks about a warning from Walmart telling suppliers not to raise prices. Plus the latest on Microsoft’s continued strength, another pop for Meta, and Ford’s newest EV move.
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks
and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
The major averages saw mixed action to close out a mostly downbeat week on Wall Street. Warren Pies from 3Fourteen Research discusses the technical levels he’s watching in the S&P 500, and a potential false buy signal that could trick investors. Content and advertising expert Gary Vaynerchuk talks about the record $7 million price tag for Super Bowl ads, and why he thinks they’re still underpriced. Michelle Meyer from Mastercard breaks down the muddled picture on the consumer – as sentiment tops estimates but color from earnings calls comes in mixed. Plus the latest on employee dissent at Google over its AI unveil, and Lyft’s earnings disaster.
Stocks sell off on rising fears the Federal Reserve will raise interest rates higher than investors are expecting. Cantor Fitzgerald's Eric Johnston and Fairlead's Katie Stockton explain why they are both skeptical of the recent rally and believe the market could keep falling. Disney taking investors on a roller coaster ride after reporting better than expected earnings. Rosenblatt's Barton Crockett raised his price target on the stock and explains why investors should buy the stock on the pullback. JPMorgan CEO Jamie Dimon says it's too early to declare victory against inflation. Bank of America Securities Economist Michael Gapen tells us whether he agrees. Sunnova CEO John Berger discusses the demand for solar panels amid concerns about the economy and consumer spending.
A parade of earnings hit the tape in Overtime – with investors squarely focused on Disney. Instant shareholder analysis from Sand Hill Global’s Brenda Vingiello and Patti Brennan of Key Financial. Plus, Disney CEO Bob Iger announced a big restructuring on the company’s conference call. Jim Lebenthal of Cerity Partners gives his first reaction to that news.
Stocks pulled back in Wednesday trading amid more earnings and concerns around the Fed’s rate hike path. CME CEO Terry Duffy breaks down the trading environment and the signals he sees from chair Powell. CVS CEO Karen Lynch joins for an exclusive interview on the back of earnings and a multi-billion dollar deal for Oak Street Health. Under Armour founder Kevin Plank and interim CEO Colin Browne discuss earnings and inventory issues. Plus the latest on Uber’s pop, a hiccup around Activision’s deal with Microsoft, and Bard’s blunder that sent shares of Alphabet lower.
The Fed chair spoke today – and his comments have investors wondering what could be in store for the future of the rally. Virtus’ Joe Terranova gives his market forecast. Plus, star VC Lo Toney of Plexo Capital gives his take on Microsoft’s big bet on artificial intelligence. And, Vanguard CEO Tim Buckley – who oversees more than $7T in assets – weighs in on the market and the fed.
Is it time – for the first time in a long time – to play offense in this market? Vantage Rock’s Avery Sheffield gives her take. Plus, EMJ’s Eric Jackson makes the case for a slew of growth stocks. And, Mark Newton from Fundstrat breaks down the key levels he is watching to start the week.
Stocks fell to start the week, but closed well off the worst levels of the session, as investors await a number of big earnings and a key speech from Fed chair Powell on Tuesday. The Nasdaq saw the sharpest declines, finishing lower by around 1%. Toni Sacconaghi from Bernstein and David Rolfe from Wedgewood Partners discuss the prospect of a lost decade for tech investors. The CEO of C3.AI talks about his stock’s huge run amid the buzz surrounding AI and ChatGPT. Anna Ashton from Eurasia Group breaks down the implications of the US’s decision to shoot down a suspected Chinese spy balloon. Plus the latest on big pullbacks for RH and Tyson Foods, and the buzz surrounding a drug side-effect dubbed “Ozempic face.”
Stocks ended the day lower after a seesaw session. Jason Trennert from Strategas and Jim Bianco from Bianco Research debate the impact of rising rates on the market, as yields on the 10-Year treasury note hit their highest level since 2018. The CEO of KBW gives his take on bank stocks, following a divergent performance for Bank of America and Charles Schwab on the back of results. World Bank President David Malpass explains why his organization just slashed its global growth forecast by nearly a full percentage point. And Goldman Sachs chief economist Jan Hatzius breaks down a new call on the housing market, with mortgage rates topping 5%.
En liten tjänst av I'm With Friends. Finns även på engelska.