Is this month going to live up to its billing and will mega caps like Apple might be more vulnerable than you think? Trivariate’s Adam Parker, Hightower’s Stephanie Link and CNBC’s Steve Kovach give their expert takes. Plus, we drill down on the beige book, ISM data and all of today’s Fed speak with CNBC’s Steve Liesman and Mike Santoli. And, BTIG’s Jonathan Krinsky is taking a look at restaurant performance as we start September. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...
Sep 06, 2023•43 min
Description: Stocks ended mostly lower to kick off the post-Labor Day sprint to the finish. GenTrust’s Mimi Duff and Clearbridge’s Jeffrey Schulze break down the market action. Earnings from Asana, Gitlab and Zscaler. Deepwater’s Gene Munster talks top-down view of investing in AI, and weighs in on a new Goldman Sachs note declaring “AI is not a Bubble.” DataTrek Research’s Nick Colas on the bull case for gold right now. Janus Henderson Investors CEO Ali Dibadj on the fourth quarter playbook. Ho...
Sep 05, 2023•44 min
Is the markets uncanny resiliency throughout much of 2023 a sign of what’s to come in the months ahead? Or is it just too much to maintain? NFJ’s John Mowrey – our bull – and Cantor’s Eric Johnston – our bear – debate that point. Then, iCapital’s Anastasia Amoroso breaks the tie… and picks who’s strategy she agrees with as we wrap up the year. And, will Apple’s big product event be a big catalyst for the stock? Jason Snipe from Odyssey Capital – who owns that name – breaks down what he thinks. H...
Sep 05, 2023•43 min
Stocks started September off mostly higher. Ariel Investment’s Charlie Bobrinskoy and Ascent Private Capital’s Tom Hainlin break down the market action and positioning. Former Ford CEO Mark Fields talks why Tesla shares are lower today and how the EV transition is impacting labor negotiations for Detroit’s Big 3. Ginkgo Bioworks CEO Jason Kelly on its new partnership with Google Cloud. Samsara CEO Sanjit Biswas on the company’s first quarter of profitability. Plus, your September playbook with P...
Sep 01, 2023•45 min
Is a loosening job market and an ongoing retreat in inflation leading toward the soft economic landing that the bulls have pinned their hopes on? Or are the economy and market headed for harder times? Tom Lee from Fundstrat and Warren Pies of 3Fourteen Research debate it. Plus, new data on retail investors is shedding some light on where they’re putting their money these days. Kate Rooney digs in on those numbers. And, top technician Ryan Detrick is breaking down the charts and explaining where ...
Sep 01, 2023•43 min
Averages were down for August. Invesco’s Brian Levitt breaks down the month and how the fall is setting up for investors. Earnings from Nutanix, Lululemon, PagerDuty, MongoDB, VMWare, Broadcom and Dell. Susquehanna’s Chris Rolland breaks down the results from Broadcom. Nutanix stock shot up after reporting earnings; CEO Rajiv Ramaswami on the company’s growing partnerships. Klarna CEO Sebastian Siemiatkowski talks the path to profitability and the state of the consumer. Hosted by Simplecast, an ...
Aug 31, 2023•45 min
As Medicare looks to drive down medical costs, pharma manufacturing is going beyond global. For years, drug companies have used the ISS to research and develop new discoveries. But until Varda successfully completed a 27-hour experiment in orbit growing a drug used to help treat HIV. Waiting on a reentry license for its first spacecraft, Morgan sits down with co-founders Will Bruey and Delian Asparouhov to discuss in-space manufacturing, hypersonic missile testing, and (unofficially) replicating...
Aug 31, 2023•33 min
Is there enough staying power to sustain the recent rally? Goldman Sachs’ Tony Pasquariello gives his forecast on this final day of August. Plus, top chip analyst Stacy Rasgon previews Broadcom’s earnings after the bell and weighs in on the state of the sector amid the AI boom. And, Lululemon is also reporting in Overtime. Shareholder Joe Terranova tells us what he is expecting from the name and what it could mean for the rest of the retail space. Hosted by Simplecast, an AdsWizz company. See pc...
Aug 31, 2023•43 min
Fourth straight day of the major averages moving higher. Annandale Capital’s George Seay breaks down the market action, including earnings from Salesforce, Chewy, Victoria’s Secret, Crowdstrike and Pure Storage. DA Davidson analyst Gil Luria on the key takeaways from Salesforce’s report. Chewy CEO Sumit Singh on the company’s unexpected profit. Pure Storage CEO Charles Giancarlo on the latest quarter and its portfolio. Raymond James’ Sunaina Sinha Haldea talks the current regulatory environment ...
Aug 30, 2023•45 min
Are stocks really back in an uptrend or is it simply too soon to sound the all-clear? Dan Greenhaus of Solus Alternative Asset Management and Hightower’s Stephanie Link give their forecast as we wrap up summer. Plus, star analyst Dan Ives is betting on a “comeback quarter” for Salesforce. He explains why. And VantageRock’s Avery Sheffield is issuing a big warning that growth stocks are still too expensive. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our co...
Aug 30, 2023•43 min
Major averages closed higher again and every S&P sector was in the green. Vital Knowledge Founder Adam Crisafulli breaks down the market action. Earnings from HPE, HP and Box. Google Cloud CEO Thomas Kurian on Google’s new AI tools for enterprise clients and custom chips. Generac CEO Aaron Jagdfeld on hurricane prep and residential demand. Globalstar CEO Paul Jacobs on his new job, working with Apple and competing with SpaceX. Our Kate Rooney on why bitcoin is rallying today. Hosted by Simpl...
Aug 29, 2023•45 min
Are stocks now poised to buck the historical trend and get back to gains as we turn the calendar to September? New Edge’s Cameron Dawson gives he expert market outlook. Plus, CIC Wealth’s Malcolm Ethridge and Lo Toney from Plexo Capital break down the tech trade. And, Bitcoin surging today. Kate Rooney explains what is behind that big leg higher. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 29, 2023•43 min
Major averages closed higher. It’s the S&P 500’s first consecutive positive sessions of the month. Morgan Stanley’s Lisa Shalett and Wells Fargo’s Scott Wren break down the action. Zillow co-founder Spencer Rascoff talks the housing market gridlock as mortgage rates climb to 20-year highs. He also discusses his new property tech startup Pacaso, fractional ownership for second homes. Art Wheaton, director of Labor Studies at Cornell’s ILR, on the possible upcoming UAW strike—who has the lever...
Aug 28, 2023•45 min
What could a seasonably saggy September hold for your money? Liz Young from Sofi and Bryn Talkington of Requisite Capital both give their expert forecasts for the month ahead. Plus, top technician Jeff DeGraaf is forecasting a big breakout in energy. He makes that bull case. And, one fixed income expert says right now is the best time to buy bonds since 2009. He explains why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal da...
Aug 28, 2023•43 min
Markets steadily climbed higher during the session after digesting Fed Chair Jerome Powell’s speech at Jackson Hole. Wilmington Trust’s Meghan Shue, Jefferies’ David Zervos and our Steve Liesman break down what it means for markets and your money. Evercore’s Krishna Guha on the next steps for the Fed and if a September rate hike is off the table. Marvell Technology CEO Matt Murphy on his company’s latest quarter and the AI demand. Sunnova CEO John Berger on solar power’s role as extreme weather ...
Aug 25, 2023•45 min
Stocks popped in the final hour of trade following Powell’s highly anticipated Jackson Hole speech. Professor Jeremy Siegel, Shannon Saccocia of NB Private Wealth and CNBC senior market commentator Mike Santoli give their forecasts for stocks. Plus, star analyst Dan Ives is weighing on Tesla’s strong year and what he thinks the next big catalyst for that stock may be. And, Sycamore Tree Capital is flagging some alternate opportunities for investors amid all the uncertainty in stocks. Hosted by S...
Aug 25, 2023•43 min
Stocks sold off into the close today. Advisors Capital Management’s JoAnne Feeney and Wells Fargo’s Darrell Cronk break down the price action. Earnings from Intuit, Ulta, Workday, Affirm, Nordstrom, Marvell, Gap. Telsey Advisory’s Dana Telsey breaks down a busy week of retail and what it says about the consumer. Snowflake CEO Frank Slootman on his company’s latest quarter and demand for AI. Dean of Valuation Aswath Damodaran, NYU Stern School of Business professor, on what Nvidia is really worth...
Aug 24, 2023•44 min
What is the best way to position for what happens next in the markets. Joe Terranova from Virtus Investment Partners breaks down his forecast. Plus, Schwab’s Kevin Gordon is flagging a big break up between stocks and bonds. He explains why that relationship is on the rocks. And, market expert Mike Santoli explains the big slide in stocks during the final minutes of trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data f...
Aug 24, 2023•43 min
While some spacecraft collect information visible to the naked eye, some are searching through radio waves to acquire and analyze valuable data for government agencies. Morgan catches up with Hawkeye 360 CEO John Serafini about his company’s efforts in the radio frequency space. They discuss the company’s successful $58M capital raise, government contract work and the narrowing competitive space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our coll...
Aug 24, 2023•23 min
Another blowout quarter from Nvidia is sending the stock jumping higher in after hours. Bernstein analyst Stacy Rasgon, Main Street Research CIO and shareholder James Demmert and AI Squared CEO Benjamin Harvey break down the numbers and how investors should react. JPMorgan’s Phil camporeale and Madrona Venture Group’s Matt McIlwain talk the broader market action. Earnings from Snowflake, Splunk and Autodesk. Plus, Jason Furman looks ahead to Jackson Hole. Hosted by Simplecast, an AdsWizz company...
Aug 23, 2023•47 min
What does today’s report from Nvidia really mean for your money in the weeks ahead? Adam Parker from Trivariate, Bryn Talkington from Requisite Capital and Stephanie Link of Hightower break down their expert forecasts. Plus, Morgan Stanley’s Erik Woodring says Apple is now the most under-owned large cap tech stock by institutional investors. And, BTIG’s Jonathan Krinsky breaks down the key levels he is watching and what he’s forecasting for stocks for the rest of the year. Hosted by Simplecast, ...
Aug 23, 2023•43 min
Vital Knowledge’s Adam Crisafulli and Macquarie’s Thierry Wizman break down the market action. Earnings from Urban Outfitters and Toll Brothers. VMware CEO Raghu Raghuram on his company’s recent partnerships, including with Nvidia. Wedbush’s Scott Devitt on naming Amazon to the best ideas list. 3Fourteen Research’s Fernando Vidal calls Nvidia “uninvestable.” Will he convince you? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of persona...
Aug 22, 2023•45 min
Does this late summer swoon mean a fall to fear for investors? Gabriela Santos from JP Morgan Asset Management and New York Life Investments Lauren Goodwin give their takes. Plus, star venture capitalist Rick Heitzmann weighs in on the IPO market after Arm Holdings announced it was going public. And, Morgan Stanley’s Jim Caron is forecasting further downside… but says that isn’t all bad news. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u...
Aug 22, 2023•43 min
Tech was the outperformer today, powering the Nasdaq higher. Ned Davis Research’s Ed Clissold and AlphaSimplex’s Kathryn Kaminski break down the market action. Bertha Coombs reports on Teva’s price fixing settlement. CFRA analyst Keith Snyder gives us the top investor takeaways from Zoom’s earnings. Ben Reitzes, Melius analyst, previews this week’s Nvidia’s report and why the market is watching it so closely. Plus, Richard Haas on China’s economy and MKM’s JC O’Hara on the technical signals from...
Aug 21, 2023•44 min
Who will win the market tug-of-war – the bulls or the bears? John Mowrey of NFJ Investment Group and Greg Branch of Veritas Financial Group debate it out. Plus, Strategas’ Chris Verrone is betting on a big break out in yields. He explains why. And, negative news surrounding China is putting some U.S. companies with exposure in focus and it could have a big impact on their bottom line. Seema Mody breaks down all the details. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inform...
Aug 21, 2023•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....
Aug 18, 2023•45 min
Rates, earnings, China and the Fed all putting pressure on stocks … so what is an investor to do? Dan Greenhaus of Solus Alternative Asset Management gives his expert take. Plus, star analyst Dan Ives is raising the red flag on Palo Alto’s rare Friday quarterly report. He explains what he will be looking for when the numbers hit the tape after the bell. And, we look ahead to a big week of retail earnings – and what could be at stake for the sector. Hosted by Simplecast, an AdsWizz company. See p...
Aug 18, 2023•43 min
Jared Isaacman made space history in 2021 with the first all-civilian mission to orbital space. Now, he’s looking to do it 3 more times through the Polaris Program. Isaacman joins Morgan from CNBC Out East to discuss preparations for the maiden mission, his company Shift4’s partnership with SpaceX, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 17, 2023•10 min
Morgan Brennan is live from the Hamptons with a lineup full of special guests. Wes Edens talks the macro environment, inflation, his rail project Brightline, energy and LNG, and the business of spots ownership. Douglas Elliman Chairman Howard Lorber talks the state of the rental market and housing, and why he says the high-tax states flight risk continues. Shift4 Payments CEO Jared Isaacman breaks down how he is gaining market share in the fintech sector. It was another down day for the markets ...
Aug 17, 2023•45 min
NewEdge’s Cameron Dawson, Virtus’ Joe Terranova and Ed Yardeni break down the big leg lower during the final hour of trade. Plus, Chris Hyzy from Merrill and Bank of America Private Bank explains his strategy as we wrap up the summer and look toward the end of the year. And energy was the big out performer in today’s session. Pippa Stevens breaks down what is behind that move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d...
Aug 17, 2023•43 min
