From astronauts stuck at the I.S.S. to Blue Origin’s latest suborbital spaceflight, it’s been a big week for human spaceflight. Commercial players have dominated the skies since the development of the Commercial Crew Program—helping to kick off a new era of public-private partnerships in space. Lori Garver, NASA’s former Deputy Administrator, was a key architect in the program. She joins Morgan Brennan to parse through how Boeing can recover from its latest Starliner struggles, Polaris Dawn’s pr...
Aug 30, 2024•27 min
Investors digest earnings from Nvidia during the trading session, sending the Nasdaq ultimately lower. Earnings today from Ulta, Autodesk, Dell, Lululemon, Marvell and MongoDB. Bernstein analyst Aneesha Sherman breaks down Lulu’s numbers. Google Cloud CEO Thomas Kurian and Accenture CEO Julie Sweet join in an exclusive interview to talk their expanded partnership in generative AI and cybersecurity, plus what their clients want from their offerings.
Aug 29, 2024•43 min
What are the best strategies for your portfolio right now? NewEdge’s Cameron Dawson, Invesco’s Kristina Hooper and American Century’s Mike Rode reveal their playbooks. Plus, several reports surfacing today about Apple’s big AI push. We break down all the headlines and get instant analysis from an analyst. And, we tell you what’s at stake when retailers Lululemon and Ulta report in Overtime.
Aug 29, 2024•43 min
We have you covered from every angle on Nvidia earnings – including instant reaction, what it means for the mega-caps and more. Bespoke’s Paul Hickey, Wealth Enhancement’s Nicole Webb and Moor Insights & Strategy’s Patrick Moorhead bring you the investor angle while CFRA’s Angelo Zino on what he is telling clients about the numbers. Plus, Madrona’s Matt McIlwain on what it means for big tech and the rest of the AI ecosystem. Other earnings include: Crowdstrike, Five Below, Pure Storage....
Aug 28, 2024•43 min
What’s at stake when Nvidia reports in Overtime? Our all-star panel of Stacy Rasgon, Stephanie Link and Josh Brown reveal what they’re watching from that report. Plus, star analyst Dan Ives says this is the most important earnings report this year. He explains why. And, top technician Jeff deGraaf is flagging some trouble in the charts. He explains what headwinds he thinks the market could be facing.
Aug 28, 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....
Aug 27, 2024•43 min
Amidst a broadening market … how reliant are we on Nvidia and other tech heavyweights? Solus’ Dan Greenhaus, NB Private Wealth’s Shannon Saccocia and Branch Global Capital Advisors Greg Branch debate their forecasts. Plus PIMCO’s Erin Browne tells us why investors should wait to buy the dip. And, it could be a new era for the NFL as team owners vote on private equity investing. We drill down on what that could mean for the league.
Aug 27, 2024•47 min
The Dow posted its first record close in over a month after last week’s Jackson Hole conference. Allianz’s Mohamed El-Erian breaks down the key messages from Powell and the Fed. G Squared’s Victoria Greene and Carson Group’s Ryan Detrick on today’s tech laggards and the rest of the market. Boeing announced SpaceX will bring home its astronauts; Jefferies analyst Sheila Kahyaoglu on what it means for the stock. Plus, Payoneer CEO John Caplan on consumer spending.
Aug 26, 2024•43 min
Now that rate cuts are all but confirmed … what is next for the rally? Requisite Capital’s Bryn Talkington tells us what she is expecting. Plus, Former Dallas Fed President Robert Kaplan gives his first take on Powell’s Jackson Hole speech. And, chip stocks got wrecked in today’s session. Seema Mody reveals what’s behind that drop.
Aug 26, 2024•43 min
Fed Chair Jay Powell signaled rate cuts are near after saying, “The time has come for policy to adjust.” Investors cheered the news, sending stocks broadly higher. Innovator Capital Management’s Tim Urbanowicz and Paulsen Perspectives’ Jim Paulsen break down how to position while 3Fourteen’s Warren Pies discusses the impact on housing. Plus, BofA Head of North American Banks Research talks what the cuts will mean for banking stocks and Mercer US CIO Olaolu Aganga gives top ideas and the opportun...
Aug 23, 2024•42 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.
Aug 23, 2024•43 min
Stocks slid into the close as investors await Fed Chair Jerome Powell’s speech at Jackson Hole tomorrow; Goldman Sachs Chief US Economist David Mericle breaks down what’s at stake. BofA’s Savita Subramanian on top ideas. Plus, earnings from CAVA, Intuit, Ross Stores, Workday.
Aug 22, 2024•42 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....
Aug 22, 2024•43 min
A boom in private human spaceflight is on the horizon as more heavy-lift rockets come online. But at the ISS is set to retire in 2030, what is the future of space stations? Private players are stepping in to meet demand, with Gravitics, a Washington-based in-space infrastructure startup, a likely winner in the space. Founder & CEO Colin Doughan joins Morgan Brennan to discuss commercializing low-earth orbit, supplying hardware to commercial space stations, and its recent $125 million deal wi...
Aug 22, 2024•16 min
Major averages moved higher in the final minutes of trade, sending the Dow higher for the month. Snowflake and Zoom report earnings; we have analysts on each to break down what you need to know. Plus, Liz Ann Sonders, Charles Schwab Chief Investment Strategist talks market positioning and navigating volatility. Our Robert Frank reports on LVMH’s Bernard Arnault recent investments in AI
Aug 21, 2024•44 min
Is there enough good news to keep stocks climbing toward new record highs? Hightower’s Stephanie Link, BMO’s Brian Belski and Thornburg’s Emily Leveille break down their forecasts. Plus, EMJ’s Eric Jackson tells us which tech name he recently sold out of… but is considering getting back into. And, we run you through what’s at stake from Zoom’s earnings report after the bell.
Aug 21, 2024•42 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....
Aug 20, 2024•43 min
The S&P 500 and Nasdaq snapped eight-day winning streaks. But Fundstrat’s Tom Lee says he sees 40% upside in small caps before the end of the year as the Fed is expected to cut rates. Ariel Investments’ Charlie Bobrinskoy and Vital Knowledge’s Adam Crisafulli break down the broader markets. NYU’s Dean of Valuations, Aswath Damodaran, on why he prefers Amazon to Nvidia right now, plus Barclays analyst Matt Miksic on a rough day for Dexcom after strong Eli Lilly obesity data was published....
Aug 20, 2024•42 min
AMD one of the top performing S&P 500 stocks today after announcing it planned to acquire systems company ZT Systems for nearly $5B. CEO Lisa Su joins Jon in an exclusive interview to discuss the deal and what’s next for the company. Bessemer’s Byron Deeter on Palo Alto’s strong numbers and the future of the software sector. FuboTV CEO David Gandler on a judge’s decision to temporarily block a sport streaming service rival.
Aug 19, 2024•43 min
The broad-based equity rally may be evidence of revived upside momentum. New York Life Investments’ Lauren Goodwin, CIC Wealth’s Malcolm Ethridge, and Merrill and Bank of America Private Bank’s Chris Hyzy discuss whether the upswing can last. Plus, Deepwater Asset Management’s Doug Clinton reveals his pick for winner in AMD’s latest challenge to Nvidia. And, DataTrek Research’s Nick Colas shares his top two sectors for the remainder of 2024.
Aug 19, 2024•43 min
The major averages posting their best week of the year as recession fears ease following last monday's massive sell off. Tech the big outperformer this week and Wedbush's Dan Ives explains why he thinks there is no stopping the tech rally. Unlimited CEO Bob Elliott weighs in on the market rally and why investors are underexposed to gold which keeps moving higher. And the all civilian crew of the Polaris Dawn, including Billionaire Astronaut Jared Isaacman, discuss their upcoming historic first e...
Aug 16, 2024•42 min
Only a few years after Jared Isaacman made history with the first all-private human spaceflight, he announced a new series of missions in partnership with SpaceX. He unveiled the Polaris program: a series of tech demonstration missions to culminate in the first crewed flight of SpaceX’s Starship. After thousands of hours of training, the first of the missions – Polaris Dawn—is scheduled to lift off from Kennedy Space Center as early as this month. The crew, including Mission Commander Jared Isaa...
Aug 16, 2024•21 min
New highs may be back on the table with the major averages notching their best weekly gains for 2024. Charles Schwab’s Kevin Gordon, Payne Capital Management’s Courtney Garcia, and Steve Liesman set investors up for a big week ahead culminating in Fed Chair Jerome Powell’s all-important speech at Jackson Hole. Plus, Morgan Stanley’s Erik Woodring makes the case for more Apple upside. And, noted value investor Scott Black cracks open his playbook to share his top picks.
Aug 16, 2024•43 min
A strong session for stocks after strong consumer data and results from Walmart – we have you covered on this rally. Bespoke’s Paul Hickey and Citi’s Scott Chronert break it all down. Former Saks CEO gives his take on the spending levels and what’s ahead for the consumer. William Blair’s Jed Dorsheimer breaks down AMAT earnings. Plus, our Pippa Stevens is in Georgia at the first built-from-scratch nuclear reactors in 30 years, reporting on what’s next before PSEG CEO Ralph Larossa talks his comp...
Aug 15, 2024•44 min
The stock market’s remarkable run extends with retail sales data fueling hopes around a healthy consumer. Trivariate’s Adam Parker, Virtus’ Joe Terranova, and BNY Wealth’s Alicia Levine navigate what lies ahead for the Fed and investors. And, Bernstein Research’s Stacy Rasgon breaks down what’s fueling the move in chip stocks including market darling Nvidia. Plus, activist investors setting their sights on Apple and Nike among other widely held names. 13D Monitor’s Ken Squire brings us highlight...
Aug 15, 2024•43 min
The U.S. Space Force was stood up in 2019 as the first new military service in over seventy years. Now, nearly five years since its establishment, the orbital battleground has shifted—towards what General Raymond calls the first commercial space war. Since retiring from active duty in 2022, General Raymond now serves as a senior managing director at Cerberus, and sits on the board of several space startups including Axiom Space and Impulse Space. He joins Morgan Brennan to discuss the risk of nu...
Aug 15, 2024•23 min
Anduril co-founder Trae Stephens talks the company’s new factory and its latest funding round. Former Fed economist Claudia Sahm on if her rule, the Sahm rule, is being overused by investors right now. Plus, The Hartford CEO Christopher Swift on the continued rise in insurance costs and our Phil LeBeua gives the latest on the Southwest activist battle with Elliott Management.
Aug 14, 2024•44 min
Stocks cautiously creeping higher with easing inflation back on the table. Goldman Sachs’ Jan Hatzius and Wharton Professor Jeremy Siegel break down their expectations for the Fed’s upcoming meetings. Plus, Solus’ Dan Greenhaus and Hightower’s Stephanie Link share their strategies as the rally gains ground. And, a difficult day for shares of Alphabet. Deirdre Bosa digs into the move.
Aug 14, 2024•43 min
Stocks rallied into the close and ended near session highs after a key inflation read came in lighter than estimates. The big corporate story of the day was Starbucks: hiring Brian Niccol away from Chipotle to be the new CEO. Starbucks recorded its best day ever; Barclays analyst Jeffrey Bernstein breaks down what is next for both companies. Tech investor Dan Niles on how to play the current volatility and navigating AI. Evercore ISI Vice Chairman Krishna Guha on the Fed and inflation. Plus, top...
Aug 13, 2024•44 min
The market rebound takes hold after a softer-than-expected PPI print. BlackRock’s Rick Rieder joins exclusively to discuss where he’s seeking gains. Plus, Allianz’s Mohamed El-Erian sets investors up for a critical CPI report. And, Starbucks shares notching their best day on record after a CEO shake-up. Kate Rogers breaks down the move… and we dig into an activist shareholder’s influence.
Aug 13, 2024•43 min
