A cooler-than-expected inflation report fueled a sharp rally on Wall Street, with the Dow closing higher by more than 500 points and the Nasdaq surging nearly 3%. Jason Trennert from Strategas and Tony Dwyer from Canaccord discuss what the inflation print means for their outlooks, and how the Fed could react. Meantime shares of Plug Power surged, despite missing earnings estimates. CEO Andy Marsh joins to talk about how his industry could benefit from the Inflation Reduction Act. And one name th...
Aug 10, 2022•43 min
Stocks treaded water again today as investors anxiously awaiting tomorrow’s critical CPI report. Virtus Investment Partners’ Joe Terranova gives his forecast. Plus, Alphabet shares took a hit late in the trading day on some reports surrounding the DOJ potentially suing Google. Bill Nygren of Oakmark Funds – an Alphabet shareholder – gives his instant reaction. Plus, Disney is set to report results in Overtime tomorrow. Julia Boorstin gives a rundown of all the key metrics and themes every invest...
Aug 09, 2022•44 min
Stocks fell in another choppy session, with the Nasdaq feeling the brunt of the pain, closing lower by more than 1%. Liz Ann Sonders from Charles Schwab and Tom Lee from Fundstrat discuss their outlooks ahead of tomorrow’s CPI report. Meantime chip stocks were hit hard after Micron warned on earnings. Rajvindra Gill joins to make the bull case for the semis, and Commerce Secretary Gina Raimondo discusses the signing of the CHIPS Act. And SoFi CEO Anthony Noto talks about Softbank’s decision to s...
Aug 09, 2022•43 min
Are the bulls winning the battle for where the market is headed next or could some key economic data this week bring the bears roaring back to life? BMO’s Brian Belski gives his take. Plus, top chip analyst Stacy Rasgon weighs in on Nvidia’s big revenue warning. And, Ed Yardeni says the recent bull run could stall this week. He explains the reasons why … and what is at stake for stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and...
Aug 08, 2022•45 min
Stocks were mixed in Monday trading, with the Dow closing slightly higher, while the Nasdaq ticked lower, in part on an earnings warning from chipmaker Nvidia. But solar and EV stocks were outliers – climbing after the Senate advanced the Inflation Reduction Act over the weekend. National Association of Manufacturers president Jay Timmons joins with his objections to the bill, while the CEO of solar firm Sunnova makes the case for why it’s a positive. Meantime former Fed governor Sarah Bloom Ras...
Aug 08, 2022•44 min
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 05, 2022•44 min
A volatile day on Wall Street as investors weighed whether the much stronger than expected July jobs report means the Federal Reserve could hike interest rates more aggressively at its next meeting. Mastercard Chief Economist for the U.S. Michelle Meyer says the Fed needs to do more to cool inflation in the wake of that hot report, but LinkedIn Chief Economist Karin Kimbrough says she sees some small cracks forming in the labor market. Former Treasury Secretary Jack Lew explains why he is endors...
Aug 05, 2022•42 min
Hightower’s Stephanie Link says this rally could last the rest of the month – she makes her case. Plus, Wedbush’s Dan Ives gives instant reaction to Lyft’s quarterly report. Plus, market expert Mike Santoli’s “Last Word” as we head into the final trading day of the week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 04, 2022•44 min
Stocks mostly lower on Wall Street as investors brace for Friday's all-important July jobs report. Ariel Investments Co-CEO John Rogers weighs in on the recent market rally and unveils his top picks in the media and consumer discretionary industries. Nikola CEO Mark Russell discusses the EV truck makers' bullish delivery outlook and why passage of the Inflation Reduction Act would be a tailwind for his industry. Zoetis CEO Kirstin Peck on the animal healthcare company's weaker than expected earn...
Aug 04, 2022•43 min
It was a rally day on Wall Street as stocks claw back toward some key levels. But how much more is really left in this run? Trivariate’s Adam Parker weighs in. Plus, Chris Harvey of Wells Fargo Securities says we’re not going to retest the lows until next year. He makes his case. And, Mike Santoli’s “Last Word” on tech’s big move today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 03, 2022•44 min
Stocks snapping a two-day losing streak following stronger than expected economic data and earnings. But Canaccord's Tony Dwyer explains why he thinks the summer rally is about to cool off. Carlyle Group Co-Founder David Rubenstein says he doesn't see a recession in the near term and discusses the outlook for dealmaking in this environment. Mizuho's Dan Dolev weighs in on the big rally in Fintechs today and whether investors should be buying these stocks after big year-to-date declines. And KKR'...
Aug 03, 2022•43 min
Have markets really turned a corner? Joe Terranova of Virtus Investment Partners gives his forecast for stocks. Plus, top-rated chip analyst Stacy Rasgon gives his instant reaction to AMD results. And, three top picks for your portfolio with Lauren Hill from Westwood Quality Value Fund. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 02, 2022•47 min
Stocks under pressure on Wall Street amid rising tensions between the U.S. and China and commentary from Fed members on the pace of interest rate hikes to fight inflation. Senator Joe Manchin weighs in on how the new Inflation Reduction Act will help cool inflation and impact Wall Street by closing corporate tax loopholes. The National Bureau of Economic Research is the only organization that can officially declare a recession. CEO James Poterba discusses whether the strong jobs market will help...
Aug 02, 2022•46 min
The first day of a new trading month holds many questions for investors – most importantly if July’s rally can roll on. iCapital’s Anastasia Amoroso gives her forecast. Plus, early Pinterest investor Rick Heitzman gives instant analysis after that company’s quarterly report. And, market expert Mike Santoli’s first “Last Word” of the month. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 01, 2022•44 min
Stocks slightly lower to kick off August following July's rally. Hayman Capital Management Founder Kyle Bass says despite last month's gains, the bottom is not in yet, but he reveals when he thinks it will be time to buy back into the market. Goldman Sachs' Ashish Shah discusses whether investors are getting ahead of the Fed on interest rates and why he sees big opportunities in software and biotech stocks. Jefferies' Sheila Kahyaoglu on Boeing's bullish dreamliner news and why she sees much mor...
Aug 01, 2022•43 min
Stocks handed in a monster month with the S&P having its biggest gain since November 2020. So, as we head into August what could be in the cards for the market. Greg Branch of Veritas Financial Group gives his expert take. Plus, the case for small caps. Jill Carey Hall of Bank of America says the rally in this space is just getting started – she explains why. And, Plexo Capital’s Lo Toney breaks down some top tech trades for your portfolio. Hosted by Simplecast, an AdsWizz company. See https...
Jul 29, 2022•44 min
Stocks surging to close out the week with big gains driven by strong results from tech titans Apple & Amazon. Mariner Wealth Advisors' Time Lesko and Rosenblatt Securities' Barton Crockett discuss where they see the biggest opportunity in tech following those results. One tech stock not doing as well is Roku. That stock plunging after reporting weaker than expected numbers. Evercore ISI's Schweta Khajuria explains why she's slashing her price target on the stock. Bespoke's Paul Hickey on whe...
Jul 29, 2022•43 min
Amazon, Apple and Intel all reported results in the Overtime session. Our all-star panel including Wedbush’s Dan Ives, Requisite Capital Management’s Bryn Talkington and Jason Snipe of Odyssey Capital all break down the results with instant, expert analysis. Plus, Amazon and Apple shareholder Mark Lehmann explains what he is listening for on tonight’s conference calls – and what it could all mean for investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information...
Jul 28, 2022•47 min
Stocks rallying again despite a report showing GDP contracted for the second straight quarter. Marriott CEO Tony Capuano met with President Biden on the state of the economy and discussed why he still sees strong consumer spending on travel. Neuberger Berman Managing Director Holly Newman Kroft reveals how she is advising high net worth clients to invest outside of equities and fixed income during this economic downturn. Solar stocks soaring today. Sunnova CEO John Berger reacts to the Senate de...
Jul 28, 2022•43 min
Another day of big earnings in Overtime with results from Meta, Qualcomm and Ford. Ritholtz Wealth Management’s Josh Brown and Hightower’s Stephanie Link give instant analysis. Plus, an exclusive sit down with Doubleline’s Jeffrey Gundlach with his first take on the Fed decision. And, NewEdge Wealth’s Cameron Dawson reacts to the day’s big rally and breaks down her market forecast. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use ...
Jul 27, 2022•47 min
Stocks staging a big rally after the Federal Reserve raised interest rates by 75 basis points to fight inflation and hinted it could slow the pace of its rate hikes. Fmr. National Economic Council Director Gary Cohn discusses whether he thinks higher rates are helping to cool inflation and slow economic growth. Plus, he explains why he is more of a buyer than a seller in this market. Jefferies Chief Market Strategist David Zervos says he is also turning bullish and thinks the market could rally ...
Jul 27, 2022•32 min
Highly anticipated tech earnings officially hit the tape in Overtime. Trivariate’s Adam Parker and Virtus Investment Partners’ Joe Terranova give their instant analysis. Plus, top chips analyst Stacy Rasgon weighs in on Texas Instruments’ results and gives his broad take on the sector. And, Short Hills Capital’s Steve Weiss explains how he is positioning his portfolio this earnings season. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection ...
Jul 26, 2022•44 min
The Dow & S&P 500 falling for the 2nd time in three days after Walmart cut its earnings forecast because inflation is forcing shoppers to cut back on discretionary items. Former Toys R US CEO Gerald Storch says this is the latest sign inflation will continue to weigh on consumer spending. Stifel's Mark Astrachan reveals where he sees opportunities in the retail industry. Evercore ISI's Mark Mahaney discusses how investors should trade Alphabet ahead of its earnings. Glenn Kelman, the CEO...
Jul 26, 2022•43 min
Big tech earnings kick off tomorrow… but what could it mean for the broad market? Avery Sheffield of Vantage Rock gives her forecast. Plus, Walmart cut it guidance and it sent the stock free-falling in Overtime. Instant analysis to that big move – and what it could mean for the rest of retail. And, the Fed in focus ahead of this week’s crucial decision. Nancy Davis of Quadratics breaks down how she is trading the volatility. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com f...
Jul 25, 2022•44 min
Stocks trading in a narrow range ahead of a big week for tech earnings. SVB Private's Shannon Saccocia discusses why she thinks Apple's results could be the most important for the market. Satori Fund Founder Dan Niles says he added to his short positions in mega cap tech stocks following last week's big rally. But he reveals the one tech stock he is buying right now. CFRA's Sam Stovall says he thinks the recent market rally is just a bear market bounce. Goldman Sachs' Jonny Fine discusses what b...
Jul 25, 2022•42 min
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 22, 2022•44 min
Stocks slipping after Snap's disappointing earnings weighed on tech stocks, but the major averages still posted solid gains for the week. BD8 Capital CEO Barbara Doran and Ironsides Macroeconomics Founder Barry Knapp both think the market has hit a bottom, but RBC Capital Markets' Lori Calvasina reveals why she just cut her year end price target on the S&P 500. Former Fed Vice Chairman Roger Ferguson explains why he expects the Fed to raise interest rates by 75 basis points next week and the...
Jul 22, 2022•43 min
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 21, 2022•44 min
The Nasdaq drove another solid rally on Wall Street, with stocks closing near the best levels of the session. The pop came even as the European Central Bank raised rates for the first time in more than a decade. Former Fed governor Randy Kroszner joins to weigh in on what that move could signal about the Fed’s next policy decision, and how it impacts investors. Plus, MKM analyst Rohit Kulkarni discusses tech earnings and makes the bull case for Snapchat. And Akin Gump partner Ian McGinley breaks...
Jul 21, 2022•43 min
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 20, 2022•44 min
