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. Hosted by Simplecast, an AdsWizz company. See pcm.adswiz...
Oct 10, 2024•43 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for...
Oct 10, 2024•43 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of persona...
Oct 09, 2024•42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 09, 2024•42 min
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. Host...
Oct 08, 2024•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 08, 2024•43 min•Ep. 3
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...
Oct 07, 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....
Oct 07, 2024•42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 04, 2024•43 min
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.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 04, 2024•41 min
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 nationa...
Oct 03, 2024•17 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information a...
Oct 03, 2024•43 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 03, 2024•43 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 02, 2024•46 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collecti...
Oct 02, 2024•42 min
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 ...
Oct 01, 2024•44 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Oct 01, 2024•42 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....
Sep 30, 2024•43 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Sep 30, 2024•43 min
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. Hosted by Simplec...
Sep 27, 2024•42 min
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. Hosted by Simplecast, an AdsWizz comp...
Sep 27, 2024•42 min
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. Hosted by Simplecast, an AdsWizz compan...
Sep 27, 2024•14 min
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 Costc...
Sep 26, 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....
Sep 26, 2024•43 min
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 B...
Sep 26, 2024•15 min
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. Hosted by Simplecast, an AdsWi...
Sep 25, 2024•43 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal ...
Sep 25, 2024•42 min
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. Hosted by Simpleca...
Sep 24, 2024•43 min
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. Host...
Sep 24, 2024•43 min
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 ...
Sep 23, 2024•43 min
