Breaking down Salesforce’s disappointing quarter as the stock sinks in Overtime; DA Davidson’s Gil Luria on what’s ahead for the Dow component. Plus, C3.AI CEO Thomas Siebel and Pure Storage CEO Charles Giancarlo talk their companies’ earnings in exclusive interviews. Other reports include Okta, Nutanix, HP and American Eagle – and why one space satellite company stock soared 70% today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of ...
May 29, 2024•44 min
Will rates or tech decide the fate of the rally? Lauren Goodwin from New York Life and Invesco’s Brian Levitt give their predictions. Plus, venture capitalist Rick Heitzmann gives his take on the rally in the tech sector and if it may be running out of steam. And, American Airlines’ stock had its worst day in 4 years. We explain why and how it’s impacting the rest of that space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal...
May 29, 2024•43 min
The Nasdaq closed above 17,000 for the first time as Nvidia continues to help lift the markets. Fundstrat’s Tom Lee breaks down why he remains bullish equities heading into the summer. Earnings from Box and Cava, with Wedbush analyst Nick Setyan giving his instant reaction to Cava’s report. Redfin senior economist Chen Zhao on the housing market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 28, 2024•44 min
Sofi’s Liz Young, NB Private Wealth’s Shannon Saccocia and Crossmark’s Victoria Fernandez map out how they think things will play out with tech in the driver’s seat once again. Plus, Nvidia’s stock popped as investors bet Elon Musk’s AI startup will deliver another windfall for the chipmaker. Star chip analyst Stacy Rasgon breaks down how he thinks that news will impact the semi sector in the long run. And, former Federal Reserve Vice Chair Richard Clarida reveals his prediction for rate cuts an...
May 28, 2024•43 min
A record close for the Nasdaq as tech recovered from Thursday’s slide. Unlimited Funds CEO Bob Elliott and Wells Fargo’s Tracie McMillion break down the market action. Booking Holdings CEO Glenn Fogel talks consumer demand for travel and the long-term trends shaping the industry. HII CEO Christopher Kastner talks the supply chain, labor challenges and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 24, 2024•43 min
What does the road ahead for this rally look like? Wharton Professor Jeremy Siegel tells us what he is expecting. Plus, Hightower’s Stephanie Link breaks down the latest moves she is making in her portfolio. And, venture capitalist Rashaun Williams tells us how he is putting his money to work in the tech sector and reveals his new sports investment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 24, 2024•43 min
Despite Nvidia closing up nearly 10%, broader markets closed in the red with the Dow posting its worst day since March 2023. Truist’s Keith Lerner and G Squared’s Victoria Greene break down the market action, plus earnings from Workday, Ross Stores and Deckers. Intuit CEO joins in an exclusive interview to talk the strong quarter, plus the productivity gains from investing in AI. KeyBanc’s John Vinh on why there is still more upside ahead in Nvidia. The Department of Justice is suing Live Nation...
May 23, 2024•44 min
Given how far much of tech has rallied since the April bottom, should you take some profits or buy into the weakness? All-star panel featuring Trivariate’s Adam Parker, Citi’s Kristen Bitterly and Virtus’ Joe Terranova break down how they’re navigating the market right now. Plus, top tech analyst Mark Mahaney is shaking up his top picks list. He explains those moves. And, the DOJ is suing Live Nation – Ticketmaster’s parent company – over alleged antitrust violations. The company’s president and...
May 23, 2024•46 min
As agriculture becomes increasingly connected and autonomous, space is helping to enable the surge in services. CNH Industrial is the latest to level up its satellite communications, partnering with Intelsat to bring satellite communications to precision farming in rural areas. CEO Scott Wine joins Morgan Brennan to dig into the collaboration, what space can bring to farming and the global agricultural downturn. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about ...
May 23, 2024•16 min
Nvidia reports Q1 earnings – and extends its recent impressive run. We have you covered from every angle, including analysts, shareholders and contrarian plays. Plus, earnings from Snowflake, ELF, and Synopsys. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 22, 2024•46 min
Investors anxiously awaiting Nvidia’s report in Overtime … mulling where stocks are likely to go, regardless of those results. Our all-star panel of Bryn Talkington, Josh Brown and Stacy Rasgon break down what they’re expecting and what it could mean for the market as a whole. Plus, Light Street’s Glen Kacher tells us how he is navigating the AI wars. And, Seema Mody sets us up for what’s at stake from Snowflake’s results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informa...
May 22, 2024•43 min
Fed officials weighing in recently on the path ahead for rates; Jefferies Chief Market Strategist David Zervos breaks down what you need to know. Vital Knowledge’s Adam Crisafulli and Stifel’s Barry Bannister on the market action, including why Bannister remains bearish on equities. Earnings from Urban Outfitters, Toll Brothers and Viasat. Scale AI announced a $1B raise at a nearly $14B valuation, including investments from Meta, Nvidia, Amazon and more. Founder and CEO Alexandr Wang joins in an...
May 21, 2024•43 min
With stocks trading around record highs – is it time to lean in to this bull market or step back? Liz Ann Sonders from Charles Schwab tells us what she thinks is the best strategy. Plus, all eyes are on Nvidia ahead of its crucial earnings report tomorrow. We preview everything investors need to be watching from that report. And, Ether surged in today’s session. We tell you why and how it is impacting the rest of the crypto space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...
May 21, 2024•43 min
The Nasdaq notched a record close today while the S&P 500 fell just short of one. Kestra Investment’s Kara Murphy and Evans May Wealth’s Brooke May break down the market action. Earnings from Palo Alto Networks and Zoom. Barclays analyst Saket Kalia reacts to PANW’s Q3 numbers. Former Truist CEO Kelly King talks regulation in banking, movement at the regional level and what’s next for JPMorgan and Jamie Dimon. CyberArk CEO CEO Matt Cohen on today’s Venafi deal. Hosted by Simplecast, an AdsWi...
May 20, 2024•44 min
Could there be more gains on the way? PIMCO’s Erin Browne, Payne Capital’s Courtney Garcia and CNBC’s Senior Markets Commentator Mike Santoli break down where they’re expecting stocks to go from here. Plus, top bank analyst Mike Mayo is flagging one stock that he thinks is the “Nvidia of banking.” He reveals that name. And, star analyst Dan Ives breaks down Microsoft’s big announcements today and what he is watching from Palo Alto earnings in Overtime. Hosted by Simplecast, an AdsWizz company. S...
May 20, 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....
May 17, 2024•44 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....
May 17, 2024•43 min
The Dow topped 40,000 for the first time ever before turning lower at the close. Cummins CEO Jennifer Rumsey on raising the company’s long-term financial targets, plus the demand picture for its power generators amid the AI boom. The Bahnsen Group’s David Bahnsen and RBC’s Lori Calvasina break down where markets go from here. Earnings from Applied Materials and Take-Two. Bernstein’s Stacy Rasgon on where we are in the semiconductor cycle. Our Melissa Repko on what Walmart’s earnings mean about t...
May 16, 2024•43 min
Just two years after its founding, startup Vast is one of several startups aiming to put the first commercial space station into orbit. The startup is developing Haven 1, aiming to launch it next year. CEO Max Haot joins Morgan Brennan from the 2024 Space Symposium to discuss his company’s ambitious plans, creating gravity in space, and its partnership with SpaceX. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adve...
May 16, 2024•22 min
Joe Terranova of Virtus and Ayako Yoshioka of Wealth Enhancement Group break down where they see markets headed – as the major averages hit record highs. Plus, Blackrock’s Rick Rieder reveals his forecast for the Fed, rates and the economy. And, Deere shares dropped in today’s session following some disappointing guidance. We dig into that report and what it could mean for the rest of that space in the months ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ab...
May 16, 2024•43 min
The CEOs of Palo Alto Networks and IBM join to discuss their news the companies are teaming up in cybersecurity threat monitoring and management. Brex was named to CNBC Disruptor 50 list; co-CEO Pedro Franceschi talks about the company’s growth and what’s ahead. Plus, Invitation Homes CEO Dallas Tanner on the current market for housing and rates and our Leslie Picker on the moves the hedge funds are making. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our c...
May 15, 2024•44 min
Is it okay to be more bullish on stocks? Josh Brown and Cameron Dawson break down where they stand. Plus, Big Technology’s Alex Kantrowitz weighs in on Apple hitting $190 for the first time since February … and where he sees the stock headed from here. 3Fourteen’s Warren Pies is skeptical of one key piece of inflation data. He explains why and what it could mean for the broader market. And, Anastasia Amoroso from iCapital maps out the sectors she is betting on right now. Hosted by Simplecast, an...
May 15, 2024•43 min
Alphabet CEO Sundar Pichai talks Google’s new slate of AI offerings including Gemini 1.5, AI Overviews and teased its Project Astra after getting off stage at Google I/O, its developer conference. Plus, GM President Mark Reuss on the company’s EV strategy and Anduril CEO Brian Schimpf on the company’s Disruptor 50 ranking and what’s ahead for the startup. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 14, 2024•43 min
Closing Bell: Time to Take the Next Leg Higher? Descript: Is this still a stay-the-course bull market about to take its next leg higher? Sofi’s Liz Young, JP Morgan’s AJ Oden and Fundstrat’s Tom Lee debate where they stand. Plus, Google held its IO Conference today – we break down the biggest highlights and hear from Alphabet shareholder Ankur Crawford from Alger. And, meme mania is back! We drill down on some new research on who is doing the buying. Hosted by Simplecast, an AdsWizz company. See...
May 14, 2024•43 min
Bulls versus bears: Carson Group’s Ryan Detrick and Cantor Fitzgerald’s Eric Johnston square off on where the market goes from here. T. Rowe Price portfolio manager Tony Wang gives his tech and AI playbook and OpenAI rolls out its latest product. Neuberger Berman’s John San Marco on top picks heading into retail earnings. Our Leslie Picker reports on tightened lending standards for banks and what it means for economic growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for info...
May 13, 2024•43 min
Is the bull market at serious risk or not? Solus’ Dan Greenhaus, Invesco’s Kristina Hooper and Merrill and Bank of America Private Bank’s Marci McGregor debate their forecasts. Plus, Alphabet shareholder King Lip weighs in on what’s at stake for that name ahead of its developer’s conference. And, the EV stocks charged higher today. Phil Lebeau explains what is behind that move and what it could mean for the sector more broadly. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in...
May 13, 2024•43 min
The Dow posting its best week of the year, while the S&P 500 and Nasdaq are both on 3-week winning streak. Wells Fargo’s Scott Wren and Envestnet’s Dana D’Auria break down the market action and look ahead to key data and earnings next week. Zeekr spikes in its first day of trading. Evercore ISI Vice Chairman Krishna Guha talks his inflation expectations. Betterment CEO Sarah Levy gives her first interview since news her company is acquiring Goldman’s Marcus customers. Jefferies analyst Dr. R...
May 10, 2024•44 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....
May 10, 2024•43 min
Could microgravity be used to print human organs? Redwire announced this week it had successfully bio-printed the first live human heart tissue sample. CEO Peter Cannito joins Morgan Brennan from Space Symposium in Colorado Springs ahead of the announcement to discuss the technology. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 10, 2024•21 min
The Dow is on its longest winning streak of the year after gaining more than 300 points today; Ariel Investments’ Charles Bobrinskoy breaks down where things stand in the market. Earnings from Dropbox, Akamai, Sweetgreen and Unity. Klaviyo CEO Andrew Bialecki on life in the public markets so far after raising its guidance in its third earnings report. Nvidia-backed CoreWeave just raised $1.1B; CEO Michael Intrator on what’s ahead for the company and AI. Idris Elba is ServiceNow’s new spokesperso...
May 09, 2024•49 min
