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, Michael Santoli guides 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.
As new anxieties emerge is it time to rethink your strategy? Chris Harvey from CIBC Capital Markets, Chris Hyzy of Merrill and Bank of America Private Bank and Ned Davis Research’s Ed Clissold tell us what they think. Plus, a rare earnings report dropped in market hours. Julia Boorstin brings us Live Nation numbers. And, Alger CEO & CIO Dan Chung reveals how he is playing the Mag 7 right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection a...
Investors react to latest Fed minutes. Omar Aguilar, CEO of Schwab Asset Management, and David Bahnsen, CIO of The Bahnsen Group, break down what the policy signals mean for equities, positioning and the path forward. DoorDash, Carvana, and Booking Holdings report numbers. Mark Mahaney, Senior Managing Director at Evercore ISI, analyzes those results plus the latest on Meta. Tyler Radke, Co-Head of U.S. Software Equity Research at Citi, on if software has finally found a bottom. MLS Commissioner...
Can the resumption of risk-on actually last? Fundstrat’s Tom Lee, Hightower’s Stephanie Link and NewEdge Wealth’s Cameron Dawson tell us what they think. Plus – we talk to the team behind a smart basketball system that’s looking to shake up the at-home gaming landscape. And, JP Morgan Private Bank’s Abby Yoder tells us if she is changing her forecast for stocks given the recent volatility. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use ...
Gene Munster, Managing Partner at Deepwater Asset Management, breaks down Amazon’s recent slide, growing concerns flagged in the latest Bank of America investor survey, and what could stabilize — or further pressure — the sector. Paul Hickey, Co-Founder of Bespoke Investment Group, analyzes the broader market setup and where leadership may rotate next as earnings continue to roll in. Netflix Co-CEO Ted Sarandos on why Netflix is allowing Paramount a seven-day window to negotiate again. Hosted by...
Is this rally still intact or in the process of breaking down? We discuss with Solus’ Dan Greenhaus, Requisite Capital’s Bryn Talkington and Truist’s Keith Lerner. Plus, cyber security stocks got swept up in the software selling just ahead of Palo Alto’s report in Overtime tonight. Star analyst Dan Ives tells us what he’ll be watching from those numbers. And, the feud between Anthropic and the Pentagon appears to be heating up – that’s according to an Axios report. Kate Rooney breaks down all th...
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....
Is this day by day, sector by sector smack down justified or well overdone? We discuss with Anastasia Amoroso’s of Partners Group. Plus, 3Fourteen Capital’s Warren Pies tells us why he downgraded equities to neutral. And, venture capitalist and sports investor Rashaun Williams reacts to CNBC’s just-released NBA valuations list. 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, Melissa Lee 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.
Richard Saperstein – one of the country’s top financial advisors – tells us what he thinks the ideal portfolio looks like right now. Plus, Coinbase reports in Overtime. We hear from Bill Baruch of Blueline Futures who sold that stock last week. And, Adam Parker from Trivariate Research tells us what he thinks is next for stocks after today’s big drop. 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....
Where is the best place to invest with parts of the market at record highs … and others struggling? We discuss with Fundstrat’s Tom Lee. Plus, Nancy Davis from Quadratic Capital breaks out her volatility playbook. And, Former Federal Reserve Vice Chair Richard Clarida tells us what today’s jobs report could mean for future rate cut hopes. 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, Melissa Lee 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.
Sofi’s Liz Young and Lauren Goodwin of New York Life Investments tell us where they think the market can go from here. Plus, Aswath Damodaran from NYU Stern School of Business weighs in on valuations – and tells us where he’s putting his money to work right now. And, Seema Mody has some exclusive new reporting on Alphabet’s massive bond sale. 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, Melissa Lee 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.
Solus Asset Management’s Dan Greehaus and iCapital’s Sonali Basak tell us whether this rebound should be believed. Plus, Bill Miller IV tells us where he sees bitcoin bottoming out. And, have we reached peak uncertainty in public software stocks? Vista Equity Partners’ Ashley MacNeill gives her take. 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....
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....
Amazon reports alongside key results from Affirm, Reddit, Roblox, and Strategy. Roth’s Rohit Kulkarni joins with instant analysis of Amazon’s quarter, investor expectations and what the results signal for Big Tech and consumer demand. Michael Farr, President and CEO of Farrcrest, assesses overall market conditions amid this slide in tech stocks. Bitwise CEO Hunter Horsley weighs in on a sharp downturn in crypto markets and what it means for risk appetite. Bob Michele, Chief Investment Officer at...
It’s been another ugly day for the tech sector… but can Amazon’s earnings in Overtime help? We discuss with CNBC’s Kate Rooney and super analyst Mark Mahaney. Plus, top venture capitalists Jeff Richards of Notable Capital and Plexo Capital’s Lo Toney weigh in on the big AI boom. And, George Pyne – a pioneer in the sports investing space – weighs in on sports valuations, media rights and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u...
A busy earnings session puts Big Tech and software squarely in the spotlight. Alphabet headlines the night. Qualcomm, ARM, and Snap also report, adding fresh signals on chips, mobile demand, and digital advertising. Ben Reitzes, Managing Director at Melius Research, breaks down the broader software and tech landscape. Citizens’ Andrew Boone reacts to Alphabet’s results and huge capex outlook. Market positioning and investor flows discussion with Sonali Basak of iCapital and Steve Sosnick of Inte...
Is the selling in tech overblown? Investors are looking for some clarity and pivoting their attention to Alphabet which reports in Overtime. We run through what to expect with shareholder Doug Clinton from Intelligent Alpha and Oppenheimer analyst Jason Helfstein. Plus, former St. Louis Fed President Jim Bullard weighs in on what could be next for the Fed under Kevin Warsh. And, the big battle between Anthropic and OpenAI is headed to the Superbowl. We explain. Hosted by Simplecast, an AdsWizz c...
Markets digest a flood of major earnings while tech volatility takes center stage. Jim Cramer interviewed NVIDIA CEO Jensen Huang and talks the AI trade scrutiny. Huang weighs in on OpenAI’s massive fundraising round. Ke reports from AMD, Amgen, Chipotle, Mondelez and Super Micro. Christopher Rolland, Senior Analyst at Susquehanna, analyzes what the AMD results mean for the broader semiconductor trade. Jackson Ader, Senior Research Analyst at KeyBanc, joins to discuss the ongoing software sellof...
We track some big moves in software stocks – and have an all-star line-up of reporters to tell us which companies are down the most and why this is all happening. Plus, it’s a new era for Disney. We hear from Jim Stewart – who wrote the book on that company – about what could be next for the media giant with a new CEO in charge. And, we break down what to watch from Amgen, Chipotle and AMD earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collectio...
Earnings season rolls on with key reactions and market-moving insights. Key reads on the AI trade with Palantir and NXPI both reporting. Kate Moore, Citigroup Wealth CIO, on why earnings growth and forward revisions are critical for stocks to push higher. Louie DePalma, Senior Research Analyst at William Blair, reacts to Palantir earnings after upgrading the stock this morning. Disney’s stock slide and leadership questions with Jim Stewart, Business Reporter at The New York Times; a reset in glo...
We discuss what the month ahead could look like for the market with Solus’ Dan Greenhaus, Requisite Capital’s Bryn Talkington and Northwestern Mutual’s Matt Stucky. Plus, the future of an AI deal between Nvidia and OpenAI is now in question. Alex Kantrowitz from Big Technology – alongside Kristina Partsinevelos and Kate Rooney – tell us what’s at stake. And, Stempoint’s Michelle Ross tells us where she is finding opportunity in the biotech space. Hosted by Simplecast, an AdsWizz company. See pcm...
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What does President Trump’s nomination of Kevin Warsh for Fed Chair mean for stocks? We discuss with Professor Jeremy Siegel and Tom Lee from Fundstrat. Plus, Former Fed Vice Chair Roger Ferguson and CNBC’s Steve Liesman tell us what the road ahead for the Fed looks like now. Plus, star Apple analyst Erik Woodring gives us his first reaction to that company’s results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for a...
Markets digest Microsoft fallout and a packed earnings slate led by Apple, Visa and key memory names. Patrick Moorhead of Moor Insights explains the “circular AI unwind” and what it means for hardware, software and valuations, while Liz Ann Sonders of Charles Schwab sets the broader market context and investor positioning. The meme-ification of the metals trade with Francisco Blanch of Bank of America. Live from Cupertino, Steve Kovach brings Apple earnings. Instant reaction from Gil Luria of D....
Apple’s stock has been a big disappointment lately – so what’s at stake for its report in Overtime? Alger’s Ankur Crawford, Wedbush’s Dan Ives and Big Technology’s Alex Kantrowitz tell us what they’re expecting. Plus, big moves in coffee, cruises and credit cards today shed some new light on the state of the consumer. We explain. And, the Jetblue CEO tells us how the latest winter storms are impacting the company’s bottom line. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in...
