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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
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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....
We bring you all the action from a wild day in the markets. After Nvidia’s strong earnings, shares were up 5% in early trading. But by midday, Nvidia was in the red, dragging the rest of the market with it. Paul Hickey of Bespoke and Schwab Asset Management’s Omar Aguilar break down the market action. Earnings from Gap, Ross Stores, and Intuit set the tone for retail and software. New T-Mobile CEO Srini Gopalan on the sector’s growing competition. Tony Wang of T. Rowe Price joins to look at tech...
Nvidia shares gained in Overtime after the company delivered strong results, topping estimates for earnings and revenue while raising its guidance. Nvidia CEO Jensen Huang said that sales for the company’s current-generation GPU, called Blackwell, are “off the charts.” We have you covered from every angle. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
All eyes are on Nvidia today. What should investors expect from the report, the guidance, and the conference call? We discuss with Kristina Partsinevelos, Bernstein’s Stacy Rasgon and Capital Area Planning Group’s Malcolm Ethridge. Plus, Sherry Paul from Morgan Stanley tells us what’s at stake for the AI trade on the back of those critical earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
This episode explores the current market sell-off, with tech stocks like Nvidia and Microsoft facing pressure amid concerns over AI spending and stretched valuations. Experts discuss bond market reactions, global economic signals from Japan, and analyze market technicals, including the S&P 500 and Bitcoin as risk indicators. Additionally, the CEO of industrial giant ABB provides insights into electrification, automation, and the AI build-out, while analysts debate whether Nvidia's upcoming earnings will trigger a rebound or further market volatility.
CNBC's Closing Bell features an all-star panel debating the state of markets amidst AI anxiety and NVIDIA's upcoming earnings. Discussions cover concerns about AI stock valuations, hyperscaler debt, and the "circular deals" in the tech sector. Experts also analyze private credit market risks and explore investment opportunities outside the U.S., while scrutinizing the impact of market sentiment and CEO influence on major tech players.
Kristina Partsinevelos recaps the market while Rick Santelli breaks down bond market moves and Mackenzie Sigalos explains Bitcoin’s “death cross.” Stephanie Aliaga from JPM Asset Management outlines the AI investment thesis, and Ben Bajarin of Creative Strategies weighs in on NVIDIA earnings and Apple succession plans. Drew Pettit of Citi explores thematic baskets heading into year-end, and Dallas Tanner, CEO of Invitation Homes, provides insight on the housing market. Hosted by Simplecast, an A...
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....
Morgan Brennan sits down with Dirk Wallinger, York Space Systems founder and CEO, on the latest episode of Manifest Space. They discuss the rapid shift in the role space plays in national security—and why supply chain resiliency is more important then ever, plus York’s role as a prime contractor for the U.S. government and who wins the next era of commercial and defense space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d...
A volatile week in markets as Mackenzie Sigalos breaks down the big crypto selloff and Steve Liesman explains the Fed’s dilemma. Sam Stovall of CFRA and Jose Rasco of HSBC analyze market reactions, while Seema Mody highlights the GPU-driven tech selloff and debates over Oracle and CoreWeave valuations. Futurm’s Daniel Newman on how this week fits into the broader AI narrative. Katie Stockton of Fairlead walks through the technical on Nvidia, VIX and more. Courtney Reagan discusses Walmart’s new ...
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....
Stocks sold off today, especially in tech. More fears around the valuations in the AI trade hitting some high-momentum names. One bright spot: health care. Bernstein analyst Lance Wilkes breaks down his top picks. Cursor CEO Michael Truell on the company’s latest fundraise and valuation, nearly tripling in just five months. Plus, our Melissa Lee on some popular insurance schemes that offer huge savings on medications – but could put patient lives in danger. Hosted by Simplecast, an AdsWizz compa...
Is this another routine but fleeting gut check or are the bull market underpinnings of tech leadership and a friendly Fed buckling? We discuss with Cheryl Young from Rockefeller Global Family Office, Gabriella Santos of JP Morgan Asset Management and Yung-Yu Ma of PNC Asset Management. Plus, Jeff DeGraaf of Renaissance Macro tells us where he is finding opportunities outside of tech. And, former Dallas Fed President Robert Kaplan tells us if he thinks the Fed will cut in December. Hosted by Simp...
The Dow notched its first close above 48,000 despite tech falling today. Carson Group’s Ryan Detrick and Wealth Enhancement’s Ayako Yoshioka break down the market action. Cisco rises after reporting earnings. Our Leslie Picker on the record run for big banks. Commvault CEO Sanjay Mirchandani on protecting data as AI enhances cybersecurity threats. Fast Money trader Tim Seymour gives his top international picks. We close out with Needham’s Laura Martin previews tomorrow’s Disney earnings. Hosted ...
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....
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....
A flurry of AI headlines have investors talking today. Deirdre Bosa breaks all of those down for us – and we discuss with our panel Trivariate’s Adam Parker, New York Life Investment’s Lauren Goodwin and JPMorgan’s Jordan Jackson. Plus, of all the mega-cap companies dolling out hundreds of billions in cap-ex, Apple has escaped much of that scrutiny. The company has often been criticized for being late to the AI party… but could that be a blessing in disguise? We break that down with Steve Kovach...
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....
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....
Morgan Brennan sits down with Steve Altemus, CEO and co-founder of Intuitive Machine, a company known for lunar landings. But the company just bought Lanteris (formerly part of Maxar )to expand into multi-domain space and establish deep-space communications. Altemus explains how Intuitive Machines plans to own and operate a “Verizon from the Moon,” the next steps in its lunar landing missions, and how the ongoing government shutdown is affecting new space contracts. Hosted by Simplecast, an AdsW...
Are markets starting to rotate out of tech? Jim Paulsen of Paulsen Perspectives weighs in as investors reassess the rally. On Capitol Hill, Emily Wilkins tracks the latest on the government shutdown. Mark Mahaney of Evercore ISI breaks down gig economy earnings and investor takeaways. Dana Telsey dives into retail and consumer trends. Plus, Kathy Boyle of Andreessen Horowitz joins to discuss the cooling AI trade and OpenAI’s leadership drama. Also featuring travel disruptions with Phil LeBeau an...
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....
Today's Closing Bell Overtime unpacks a down day for markets, with tech facing significant headwinds and consumer discretionary struggling. The episode dives into crucial earnings reports, showcasing strong performances from travel giant Expedia, mixed results from FinTechs Block and Affirm, and a major delay for Grand Theft Auto 6. A key focus is the approval of Elon Musk's substantial pay package at Tesla, alongside his vision for the company's future in AI and robotics. The discussion also spans global investment hotspots, the impact of the government shutdown on air travel, and LinkedIn's alternative labor market data, revealing surprising trends among advanced degree holders.
This episode of Closing Bell investigates whether the AI stock unwind signals a larger market shift, featuring insights on valuations, labor market fragility, and potential Fed rate cuts amidst tariff concerns. Experts analyze Qualcomm's performance despite headwinds, delve into weaknesses in software and retail sectors, and discuss the impact of government shutdowns on air travel. The episode concludes with a look at market strategy, key stock movers, and technical analysis of S&P, Bitcoin, and Gold.
Tech bounced back after yesterday’s slide. Argent Capital portfolio manager Jed Ellerbroek breaks down the big earnings movers after hours, including Robinhood, Arm, Qualcomm and Lyft. Unity COE Matthew Bromberg on his company’s blowout quarter. Seaport analyst Jay Goldberg analyzes Qualcomm’s quarter and guidance. Quantinuum CEO Rajeeb Hazra on launching its new commercial product Helios. Fundstrat’s Tom Lee on bitcoin’s bounceback. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com ...
What is the state of the retail investor? We discuss with Mike Santoli – as well as the head of advisor services for Charles Schwab Jon Beatty and advisor Shirl Penney of Dynasty Financial. Plus, iCapital’s Sonali Basak tells us where she sees the AI trade heading from here. And, we run through all the key themes to watch from Snap and Qualcomm results in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adve...
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....
Are we starting to see the tide go out on the bull market or is this just some froth being skimmed away? We discuss with Dan Greenhaus of Solus Alternative Asset Management, Sofi’s Liz Thomas and Ned Davis Research’s Ed Clissold. Plus, we discuss some big opportunities outside of the tech and AI space with portfolio manager Brian Kersmanc of GQG Partners. And, star analyst Stacy Rasgon tells us what he is expecting from AMD results in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.a...
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....
What will these final two months of trading hold for investors? We discuss with Trivariate’s Adam Parker, NewEdge Wealth’s Cameron Dawson and Invesco’s Brian Levitt. Plus, Amazon surged following its first-ever deal with OpenAI. Big Technology’s Alex Kantrowitz breaks down what he thinks this partnership could mean for the AI arms race. Goldman Sachs’ Tony Pasquariello reveals his message to investors as we kick off a new trading month. And, star analyst Dan Ives tells us why he’s raising his pr...
