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 Am...
May 30, 2023•44 min
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. Hosted by...
May 30, 2023•43 min
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...
May 26, 2023•45 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 26, 2023•43 min
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. Virg...
May 25, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collecti...
May 25, 2023•43 min
As commercial space companies accelerate innovation into the final frontier, government agencies are looking to take greater advantage of the private sector. The National Reconnaissance Office, the division operating the U.S. government’s network of spy satellites, is the latest eager to expand its partnership. NRO Director Chris Scolese made headlines at the 2023 Space Symposium when he announced that the agency plans to quadruple the number of NRO satellites on orbit in the next decade—and now...
May 25, 2023•17 min
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 th...
May 24, 2023•47 min
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May 24, 2023•43 min
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...
May 23, 2023•45 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 23, 2023•43 min
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 investm...
May 22, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 22, 2023•43 min
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 hi...
May 19, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 19, 2023•43 min
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...
May 18, 2023•44 min
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 ...
May 18, 2023•43 min
Agriculture equipment-maker Deere is betting big on space. The company is seeking to expand into satellite services, with CTO Jahmy Hindman leading the charge. Morgan sits down with Hindman to discuss why the company finding ways to offer more value and services to a global customer base through space. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and...
May 18, 2023•25 min
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 ...
May 17, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about ou...
May 17, 2023•43 min
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...
May 16, 2023•49 min
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May 16, 2023•43 min
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 hott...
May 15, 2023•38 min
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May 15, 2023•43 min
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 F...
May 12, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo...
May 12, 2023•43 min
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 Joh...
May 11, 2023•43 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 11, 2023•43 min
While publicly traded space startups have seen prices plummet back to earth since spinning off as SPAC companies, some investors are finding opportunities in the sector. Morgan discusses the investing landscape with ProcureAM CEO Andrew Chanin, whose firm issues the first pure-play space ETF. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of pe...
May 11, 2023•26 min
Earnings season for New Space is kicking into high gear, some analysts are seeing a tale of two companies. Morgan chats with Ron Epstein, Bank of America analyst, to break down results from Virgin Galactic and Rocket Lab – and why he sees a $1 trillion dollar opportunity in space. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data ...
May 11, 2023•29 min
