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...
Jun 18, 2024•43 min
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 Boor...
Jun 17, 2024•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....
Jun 17, 2024•43 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...
Jun 14, 2024•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jun 14, 2024•43 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....
Jun 14, 2024•43 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use...
Jun 13, 2024•25 min
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. Hosted by Simplecast, an AdsWizz company. S...
Jun 13, 2024•34 min
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. Earning...
Jun 12, 2024•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....
Jun 12, 2024•35 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal dat...
Jun 11, 2024•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....
Jun 11, 2024•46 min
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. Hosted by Simplecast, an AdsWiz...
Jun 10, 2024•44 min
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 decisi...
Jun 10, 2024•43 min
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 compa...
Jun 07, 2024•43 min
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, 3Fourtee...
Jun 07, 2024•43 min
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 con...
Jun 06, 2024•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....
Jun 06, 2024•43 min•Ep. 1
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...
Jun 06, 2024•20 min
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. Hosted by Simplec...
Jun 05, 2024•44 min
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. Hosted by Simplecast, an Ads...
Jun 05, 2024•42 min
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. Hosted by Simplecast, ...
Jun 04, 2024•43 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz...
Jun 04, 2024•43 min
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. Hosted by Simplecast, an Ads...
Jun 03, 2024•44 min
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...
Jun 03, 2024•42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 31, 2024•44 min
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 ...
May 31, 2024•43 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....
May 30, 2024•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informatio...
May 30, 2024•43 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 30, 2024•19 min
