Stocks retreated after Friday’s record close; Cantor Fitzgerald’s Eric Johnston and Crossmark CEO Bob Doll break down how they are advising clients in the middle of earnings season. Earnings today include NXP Semi, Palantir, Simon Property and Chegg. DA Davidson analyst Gil Luria breaks down Palantir’s monster quarter. HSBC Private Bank Americas Chief Investment Strategist Jose Rasco on his favorite sectors. Plus, Jon looks back at 10 years of Satya Nadella’s leadership at Microsoft. Hosted by S...
Feb 05, 2024•43 min
Is the so-called foundation of the market starting to show cracks? Morgan Stanley’s Erik Woodring explains what Apple’s under performance could mean for the mega-caps and the market more broadly. Plus, JP Morgan Asset Management’s Gabriela Santos is mapping out her rate cut forecast. And, Amy Kong from Corient says we need to see market breadth beyond big tech to sustain the rally. She makes her case and explains where she is seeing opportunity right now. Hosted by Simplecast, an AdsWizz company...
Feb 05, 2024•43 min
Deputy Treasury Secretary Wally Adeyemo talks the January jobs report that blew past expectations. Another record close for the S&P 500 and Dow, notching their fourth straight positive week. Unlimited Funds’ Bob Elliott and FS Investments’ Lara Rhame break down the latest earnings and today’s blockbuster jobs report. Needham senior analyst Laura Martin, a Meta bear, reacts to the tech giant’s standout earnings report. Coursera CEO on the latest quarter. Hosted by Simplecast, an AdsWizz compa...
Feb 02, 2024•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....
Feb 02, 2024•43 min
Patriotism is cool again in the tech world, but venture capitalists are on the hunt for the next promising space & defense name to develop tech for the U.S. government. Andreessen Horowitz’s new thesis is American Dynamism, or investing in companies advancing U.S. interests including national security and space. General Partner David Ulevitch joins Morgan Brennan to discuss where he's seeing opportunity in the space economy...and where he's not. Hosted by Simplecast, an AdsWizz company. See ...
Feb 01, 2024•24 min
The final 3 Big Tech companies reporting earnings today: Apple, Amazon and Meta. We have you covered with instant reaction to these market-moving numbers. Wedbush analyst Dan Ives and Evercore’s Amit Daryanani break down Apple; Third Bridge’s Scott Kessler and Roth MKM’s Rohit Kulkarni make sense of Meta and Amazon, including Meta’s first-ever dividend. Plus Bespoke’s Paul Hickey and G Squared’s Victoria Greene on how to play these trades. Hosted by Simplecast, an AdsWizz company. See pcm.adswiz...
Feb 01, 2024•46 min
We count down to three of the most important earnings reports of this season: Apple, Amazon and Meta. Hightower’s Stephanie Link, Malcolm Ethridge of CIC Wealth and Virtus’s Joe Terranova debate what is at stake. Plus, Lauren Goodwin from New York Life Investment Management is giving her take on the road ahead for the Fed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Feb 01, 2024•35 min
Fed Chair Jay Powell today cast doubts on the chances of a rate cut at the March meeting; his words sending stocks sliding. Ariel’s Charlie Bobrinskoy and Jefferies’ David Zervos break down his comments and the market reaction. Rosenblatt analyst Kevin Cassidy and Third Bridge analyst Lucas Keh break down Qualcomm’s strong earnings. Evercore Vice Chairman Krishna Guha gives his take on Powell’s commentary today. Plus, Rockwell Automation CEO Blake Moret on the latest quarter and our Julia Boorst...
Jan 31, 2024•43 min
The first fed meeting of the year is officially in the books – along with the first news conference by chair Jay Powell. The question on everyone’s mind going in was when will the first rate cut come? We break down Powell’s comments and what it might mean for the market with DoubleLine Capital’s Jeffrey Gundlach. Plus, our all-star panel of Ritholtz Wealth Management’s Josh Brown, Sofi’s Liz Young and senior markets commentator Mike Santoli react to Gundlach’s big market calls and what it all me...
Jan 31, 2024•40 min
The first two of the big tech names reported today: Alphabet and Microsoft. Investors are still digesting results but Vital Knowledge’s Adam Crisafulli gives his take. Evercore analyst Mark Mahaney on what he makes of Alphabet while DA Davidson’s Gil Luria digs into Microsoft’s report. CFRA’s Angelo Zino takes a look at AM and Stephens’ analyst Joshua Long breaks down Starbucks. Other earnings include Skyworks, Mondelez and EA. Plus, Morgan Brennan has an exclusive interview with Andreessen Horo...
Jan 30, 2024•45 min
We are counting down to the critical earnings reports in Overtime – with both Microsoft and Alphabet on the docket. All-star panel of Alger’s Ankur Crawford, JP Morgan Asset Management’s Meera Pandit and CNBC Senior Markets Commentator Mike Santoli break down what they’re watching and what it at stake. Plus, Sebastien Page from T. Rowe Price is flagging what he thinks is the biggest risk to the market this year. And, star chip analyst Stacy Rasgon explains what he is watching ahead of AMD’s repo...
Jan 30, 2024•43 min
We get you set for a monster week of earnings from Big Tech companies. But before that, it was another record close for the S&P 500. Wells Fargo’s Scott Wren and Truist’s Keith Lerner break down positioning heading into this critical week. Earnings from F5 Networks, Super Micro, Cleveland-Cliffs, Nucor and Whirlpool. Juniper Networks CEO Rami Rahim on the company’s new AI-native networking platform. RBC’s Amy Wu Silverman on what the options market is predicting about big tech earnings. Klar...
Jan 29, 2024•43 min
Does the three-month takeoff for stocks still have room to run? That question could be answered for us this week. Dan Greenhaus of Solus Alternative Asset Management breaks down what he is expecting. Plus, King Lip of BakerAvenue Wealth Management is mapping out what he is watching ahead of mega-cap earnings. And, Bank of America’s Chris Hyzy is breaking out his market playbook. He tells us what he is expecting from the Fed and what that might mean for stocks. Hosted by Simplecast, an AdsWizz co...
Jan 29, 2024•43 min
The first very busy week of this earnings season wraps up, including results from Tesla, Intel and Netflix. Renaissance Macro’s Neil Dutta and Wilmington Trust’s Meghan Shue break down the action. Jon sits down with Intel CEO Pat Gelsinger on the latest quarter and the company’s progress. Former Federal Reserve board member Frederic Mishkin on the latest data and if the Fed can celebrate victory over inflation yet. Payoneer CEO John Caplan on what his data is saying about the consumer. Hosted by...
Jan 26, 2024•34 min
What are stocks likely to do in the weeks ahead? Especially as we await a critical five days ahead. Professor Jeremy Siegel of the Wharton School maps out his forecast. Plus, Wedbush’s Dan Ives is changing his tune on Tesla. Earlier this week, he joined Scott Wapner at Post Nine and doubled down on his bull case for the EV maker. Now he’s saying he was “dead wrong.” He breaks down his updated take. And, Meta hit a fresh record today. Julia Boorstin explains what’s behind that major move. Hosted ...
Jan 26, 2024•43 min
Space has transformed from a peacetime domain to a military one, spurring space startups to target warfighting demand. The niche of defense tech and national security space startups is gaining investor interest, with True Anomaly a recent benefactor. CEO Even Rogers joins Morgan Brennan to discuss the $100M Series B funding round it closed in December and his outlook for the first of its satellite launches later this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for...
Jan 26, 2024•17 min
Another busy day of earnings with Intel, Visa, T-Mobile, L3Harris, Western Digital and more reporting numbers. T-Mobile CEO Mike Sievert talks the latest quarter and how the company is competing with Verizon, AT&T. Moor Insights & Strategy CEO Patrick Moorhead breaks down Intel’s quarter. Mizuho’s Dan Dolev on Visa earnings. Franklin Equity Group Portfolio Manager Sara Araghi on earnings season so far. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about ou...
Jan 25, 2024•46 min
Is it time to take some profits in some of the market’s biggest winners? Light Street’s Glen Kacher maps out his market strategy. Plus, Hightower’s Stephanie Link and Virtus’ Joe Terranova break down their market playbooks. And, star chip analyst Stacy Rasgon reveals what he is watching ahead of Intel’s report in Overtime and what he is expecting for the stock this year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo...
Jan 25, 2024•43 min
CSX CEO Joe Hinrich discusses the company’s quarterly earnings results, his thoughts on the broader economy, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 25, 2024•5 min
A busy day for earnings with Tesla, IBM, CSX, ServiceNow and more reporting and we have the numbers and what they mean, plus analyst from BD8’s Barbara Doran. Ark’s Tasha Keeney and former Tesla board member Steve Westly break down what the latest quarterly results mean. Evercore’s Amit Daryanani on IBM’s strong quarter driven by AI. Third Bridge’s Scott Kessler on ServiveNow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d...
Jan 24, 2024•43 min
The rally is still rolling on … even as some are now wondering whether stocks are starting to look a little lofty. Ed Yardeni – who is still bullish – is raising some of those key questions. He makes his case. Plus, star analyst Dan Ives of Wedbush breaks down what he is watching from Tesla’s report in Overtime today. And, Kristina Partsinevelos reveals what investors need to be watching from IBM’s report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our co...
Jan 24, 2024•43 min
NASA, in addition to its space exploration, has been instrumental in the innovation and development of air travel. Announcing a new partnership with Archer Aviation, the space agency & aircraft-maker will develop high-performance battery cells for electric aircraft -and potentially spacecraft. Archer Aviation CEO Adam Goldstein joins Morgan Brennan to discuss the partnership. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of...
Jan 24, 2024•17 min
Ark Invest’s Cathie Wood talks her underperformance to start the year and names she still likes despite record highs. Netflix is the first big tech company to report; Evercore’s Mark Mahaney and Third Bridge’s Jamie Lumley break down the numbers and the investor reaction. Susquehanna Senior Equity Analyst Chris Rolland on Texas Instruments’ latest earnings. Vital Knowledge’s Adam Crisfulli on positioning as stocks continue to charge higher. Hosted by Simplecast, an AdsWizz company. See pcm.adswi...
Jan 23, 2024•43 min
Is there enough going right for stocks to keep going up? Veritas’ Greg Branch and BMO’s Brian Belski debate their forecasts. Plus, Netflix is gearing up to release earnings in Overtime. Big Technology’s Alex Kantrowitz and shareholder Jason Snipe of Odyssey break down what they are expecting and what is at stake. And, Avery Sheffield from VantageRock is gaming out the Fed. She explains when she is expecting the first cut and what it could mean for your money. Hosted by Simplecast, an AdsWizz com...
Jan 23, 2024•46 min
UMW CEO and Phoenix Suns & Mercury owner Mat Ishbia on the housing market, whether demand is picking up and media rights. Archer Aviation CEO Adam Goldstein on his company’s deal with NASA. Plus, it was the second-straight record close for the Dow and S&P 500. Wells Fargo’s Scott Wren and Gentrust’s Mimi Duff break down how to position at these levels. Oakmark portfolio manager Tony Coniaris talks some of his favorite stocks right now. Third Bridge’s Peter McNally reacts to earnings from...
Jan 22, 2024•43 min
Rockefeller’s Global Family Office Cheryl Young – who advises high net worth clients – reveals what she is forecasting for stocks. Plus, Chris Verrone is highlighting where he sees the S&P headed from here and the two sectors he is betting on right now. And, two top chip stocks moved in opposite directions today. Our Kristina Partsinevelos breaks down what is behind those moves – and what it might mean for the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informat...
Jan 22, 2024•42 min
Record closes for the Dow, S&P 500 and Nasdaq-100 as markets shake off a wall of worry. BD8 Capital’s Barbara Doran and Franklin Templeton Fixed Income CIO break down how stocks can power higher in the weeks ahead. Melius’ Ben Reitzes on Apple’s Vision Pro. Citi Global Head of Healthcare, Consumer & Retail Chuck Adams on the dealmaking outlook for those sectors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for...
Jan 19, 2024•44 min
Is the S&P record a vote of confidence in the soft-landing story? Or a note of dissonance given the rally’s top-heavy leadership and lack of clarity on the interest-rate path? Trivariate’s Adam Parker and John Hancock’s Emily Roland give their expert takes. Plus, Scott Wapner sits down with billionaire and New Fortress Energy Founder and CEO Wes Edens. And, Gabelli’s Kevin Dreyer is flagging some under-the-radar stock picks he is betting on right now. Hosted by Simplecast, an AdsWizz company...
Jan 19, 2024•43 min
Stocks closed near session highs and powered higher throughout the final hours of trading; RBC Head of US Equity Strategy Lori Calvasina on if the early-year mini-swoon is over. Humana’s worst day since June 2023 after warning its costs would be higher-than-expected; Mizuho’s Jared Holz on what it means and how to play the sector. Nuveen CIO Saira Malik, who oversees $100B+ in AUM, talks her 2024 playbook. Cowboy Ventures’ Aileen Lee coined the term “unicorn” for private companies in 2013; now s...
Jan 18, 2024•44 min
Is this still a routine and needed pause after an overheated rally at the end of 2023? Or is the pressure building toward something more serious? Our all-star panel of Solus’ Dan Greenhaus, Virtus’ Joe Terranova and Crossmark’s Victoria Fernandez break down their thoughts. Plus, Doug Clinton from Deepwater Asset Management is bracing for an AI bubble. He explains how this factors into his 2024 tech playbook. And, top technician Jeff DeGraaf thinks it’s time to buy the dip in small caps. He makes...
Jan 18, 2024•44 min
