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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informatio...
Jun 20, 2023•43 min
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 Ame...
Jun 16, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of perso...
Jun 16, 2023•43 min
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...
Jun 15, 2023•44 min
: 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Jun 15, 2023•43 min
Fresh off her fourth flight to orbit and having spent 675 days in space, record-breaking astronaut Peggy Whitson joins Morgan to discuss her latest mission and re-entry to the International Space Station. Previously serving as the first woman to command the ISS, she returned as the Mission Commander for Axiom Space second-ever human spaceflight. Whitson dives into her return to space, the commercialization of earth orbit, and the 10 years it took to become an astronaut. Hosted by Simplecast, an ...
Jun 15, 2023•20 min
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 homebuil...
Jun 14, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jun 14, 2023•41 min
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 i...
Jun 13, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informat...
Jun 13, 2023•42 min
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 biparti...
Jun 12, 2023•44 min
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...
Jun 12, 2023•43 min
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 Twitte...
Jun 09, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jun 09, 2023•43 min
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 gu...
Jun 08, 2023•45 min
With Amazon reportedly pursuing the wireless service business, big tech is turning to broadening broadband services. As giants like Amazon and Apple invest in big satellite constellations, smaller players such as AST SpaceMobile stand to benefit. The AT&T-backed satellite company recently conducted the first-ever phone call from space to everyday mobile devices using its prototype satellite. Chairman and CEO Abel Avellan joins Morgan to discuss the recent milestone and what it means for the ...
Jun 08, 2023•21 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jun 08, 2023•43 min
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; Moffe...
Jun 07, 2023•45 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jun 07, 2023•43 min
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 investin...
Jun 06, 2023•45 min
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 t...
Jun 06, 2023•43 min
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 Ga...
Jun 05, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.ads...
Jun 05, 2023•43 min
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...
Jun 02, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our col...
Jun 02, 2023•43 min
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 j...
Jun 01, 2023•45 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jun 01, 2023•43 min
Call it a Momentus occasion. Space services startup Momentus has logged a number of milestones since going public—but in that time, the stock has fallen below $1 and faces delisting risk. Morgan sits down with Momentus CEO John Rood to discuss the possibility of a cash crunch, tech and plans to reboost the Hubble telescope. 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 ab...
Jun 01, 2023•27 min
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 it...
May 31, 2023•45 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u...
May 31, 2023•43 min
