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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d...
Nov 01, 2023•38 min
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 tal...
Oct 31, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 31, 2023•43 min
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 break...
Oct 30, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 30, 2023•42 min
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 develop...
Oct 27, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 27, 2023•43 min
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. L3Harri...
Oct 26, 2023•46 min
Just two years old, The Exploration Company has raised the biggest Series A round by a space tech company in Europe, been selected as an AWS Space Accelerator, and recently inked a deal with Axiom Space to deliver cargo services for the private station builder. Co-founder & CEO Helene Huby joins Morgan Brennan to discuss the company’s rapid growth, lunar missions and incorporating sustainability into commercial space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for ...
Oct 26, 2023•24 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ...
Oct 26, 2023•43 min
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 Amaz...
Oct 25, 2023•46 min
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.” Hosted by Simplecast, an AdsWizz company. See pcm.adsw...
Oct 25, 2023•42 min
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 Ad...
Oct 24, 2023•47 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informat...
Oct 24, 2023•43 min
A new rocket is about to enter the space race. In an exclusive interview from CNBC’s Technology Executive Council summit, CEO Tory Bruno joins Morgan to announce Vulcan’s upcoming flight, its recent launch for Project Kuiper and the Israel-Hamas war’s implications for national security space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 24, 2023•9 min
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,...
Oct 23, 2023•49 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...
Oct 23, 2023•43 min
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, Alphab...
Oct 20, 2023•45 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in...
Oct 20, 2023•43 min
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 ea...
Oct 19, 2023•44 min
With geopolitical tensions rising as the Israel-Hamas conflict escalates, what is the state of space & international relations? Morgan sits down with H.E. Sarah Al-Amiri Chairwoman of the UAE Space Agency and the Minister for Public Education and Advanced Technology in the United Arab Emirates, to discuss the agency’s rapid growth since its inception in 2014, navigating geopolitical tensions, and deep space ambitions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for ...
Oct 19, 2023•27 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 19, 2023•43 min
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. A...
Oct 18, 2023•47 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advert...
Oct 18, 2023•42 min
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 t...
Oct 17, 2023•44 min
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. H...
Oct 17, 2023•42 min
In this new world of more normalized returns and emerging, shifting risks, what will give investors the edge to outperform and deliver alpha? The 13th annual CNBC Delivering Alpha Investor summit convened elite investors, thinkers and leaders across the spectrum of asset classes – equities, commodities, real estate, credit, alternatives and beyond – providing insights and ideas, analysis and intelligence, all designed to balance risk with maximized returns. Delivering Alpha was recorded on Septe...
Oct 17, 2023•43 min
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 t...
Oct 16, 2023•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for ...
Oct 16, 2023•46 min
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...
Oct 13, 2023•44 min
