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....
Nov 01, 2024•43 min
As the general election broaches, what is the future of space policy? Investors see the space economy as a bipartisan issue, with gains to be made on either side. On this episode, Space Capital’s Chad Anderson joins Morgan Brennan to break down his space investing thesis, how China is moving at “breakneck speed”, and SpaceX. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 31, 2024•29 min
Nearly $5.5T in earnings reported after the bell, including behemoths Apple and Amazon. We have you covered with instant analysis and reaction from every angle. Plus, Pat Gelsinger, Intel CEO, discuss his company’s earnings, the outlook for the business and moving forward after some difficult quarters. iPhone co-creator Tony Fadell weighs in on Apple Intelligence and the company’s larger strategy with AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our col...
Oct 31, 2024•43 min
What lies ahead for your money over the remainder of the year? NewEdge’s Cameron Dawson breaks down what she’s expecting for stocks into year-end. Plus, Meena Flynn of Goldman Sachs tells us how she is navigating the uncertainty surrounding the election, earnings and the upcoming Fed decision. And, we run through what to watch from Apple and Amazon when those company’s report in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use o...
Oct 31, 2024•43 min
Tech heavyweights Microsoft and Meta reported their latest numbers. We have you covered with instant analysis and reaction from Wedbush’s Dan Ives and Roth MKM’s Rohit Kulkarni. Coinbase Co-Founder & CEO Brian Armstrong talks about his company’s latest quarter and the broader crypto industry’s efforts ahead of the election. Plus, Doordash CFO talks reaching GAAP profitability for the first time. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collectio...
Oct 30, 2024•43 min
Is the tech trade about to make another major move higher in the weeks ahead? Trivariate’s Adam Parker, Sofi’s Liz Young Thomas and Invesco’s Brian Levitt debate where they stand. Plus, Alger’s Dan Chung – a Microsoft and Meta shareholder – tells us what he is expecting from those names when they report after the bell. And, we run through what to watch from Robinhood and Starbucks earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use...
Oct 30, 2024•43 min
The earnings parade rolls on with Google, EA, Visa, Chipotle, Snap, AMD, Reddit and more. We have instant analysis and reaction from Evercore's Mark Mahaney, Bernstein's Stacy Rasgon and DA Davidson's Gil Luria. Plus, Chipotle interim CEO Scott Boatwright gives his first earnings interview in the role to talk his strategy for the company, the latest results and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ad...
Oct 29, 2024•43 min
Solus’ Dan Greenhaus, Payne Capital’s Courtney Garcia and BMO’s Brian Belski break down how they’re navigating a mega week for the mega caps. Plus, GeneDX CEO Katherine Stueland joins us to discuss her company’s big earnings beat. And, we reveal what to watch when Chipotle and AMD report results in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 29, 2024•43 min
Ford CFO John Lawler joins in an exclusive interview to discuss Q3 earnings, the company’s guidance and what’s ahead in the EV market. Lux Capital co-founder John Wolfe on launching Lux Labs to invest in the next American breakthrough and the rise in defense tech investing. Plus, RBC’s Lori Calvasina on what she’s watching for Big Tech earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 28, 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....
Oct 28, 2024•42 min
Tony Faddell, inventor of the iPod and co-inventor of the iPhone, joins to discuss the recent spate of bearish Apple headlines—and makes his case for why Apple has a strategic advantage in AI not just right now but for years to come. Plus, the fallout from WSJ’s bombshell report on Elon Musk and Russia and T. Rowe Price’s Tony Wang on how to position ahead of Big Tech earnings next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Oct 25, 2024•43 min
Between tech earnings and the election, the next two weeks are shaping up to be pivotal for the markets. Professor Jeremy Siegel tells us how he is navigating these upcoming events. Plus, 3Fourteen’s Warren Pies tells us why he sees stocks rallying into the year end. And, DataTrek’s Nick Colas is flagging what he says is a positive sign for the tech sector heading into 2025. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal dat...
Oct 25, 2024•43 min
Morgan sits down with Palantir CEO Alex Karp and L3Harris CEO Chris Kubasik to talk the strategic partnership announced between the two firms, advancing AI in the military and defending America and its allies around the world. Compass CEO Robert Reffkin on the surge in new home sales and mortgage rates. Plus, digging into Tesla’s best day in over a decade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 24, 2024•46 min
How should you play these markets over the remainder of the year? Virtus’ Joe Terranova, Merrill and BofA Private Bank’s Marci McGregor and Capital Area Planning Group’s Malcolm Ethridge tell us how they’re navigating the next few months. Plus, Erik Woodring from Morgan Stanley sets us up for Apple’s earnings next week. And, all the details behind Southwest’s stock drop after striking a deal with an activist investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ...
Oct 24, 2024•43 min
A wild day of tech earnings, including from Tesla, IBM, Lam Research, ServiceNow, plus Las Vegas Sands and Mattel. High-profile analyst Dan Ives reacts to Tesla’s numbers and former board member Steve Westly gives a bigger picture take on where the EV-maker stands. Jon spoke with IBM CEO Arvind Krishna and ServiceNow CEO Bill McDermott before the earnings call and brings those comments to you. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and ...
Oct 23, 2024•45 min
How could the new rate reality impact the road ahead for stocks? Wells Fargo’s Chris Harvey, Requisite Capital Management’s Bryn Talkington and HSBC’s Max Kettner break down where they stand. Plus, Ashley MacNeill from Vista tells us where she is seeing opportunity in the software and tech space. And, we tell you what to watch from IBM and Tesla when they report after the bell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal ...
Oct 23, 2024•43 min
The CDC announced a link between McDonald’s and a multistate E. coli outbreak. Dr. Scott Gottlieb on what that means for the company and consumers. Morgan sits down with Norfolk Southern CEO Mark George for his first interview in the new role. Starbucks shares slid in Overtime after giving a Q4 warning and suspending its 2025 guidance. Plus, Evernote co-founder Phil Libin on tempering AI expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collect...
Oct 22, 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....
Oct 22, 2024•43 min
Qualcomm CEO Cristiano Amon debuted his company’s new AI mobile chip right before joining to discuss the new chip’s performance, the AI strategy, Intel rumors and more. Glossier CEO Kyle Leahy breaks down her company’s sales, its foray into fragrance and if an IPO could be in the future. Plus, Morgan Stanley Global Chief Economist Seth Carpenter on the latest data the Fed is watching. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of pe...
Oct 21, 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....
Oct 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 18, 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....
Oct 18, 2024•43 min
Maxar Space Systems is pioneering a new way to observe Earth from space. One of the original satellite manufacturing companies, CEO Chris Johnson joins Morgan Brennan to discuss the evolution of the company, advancements in satellite technology, and Maxar's role in NASA's Artemis program. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 17, 2024•18 min
Netflix shares rose in Overtime after reporting earnings. We have you covered from all the angles: closely-followed analyst Mark Mahaney on the stock move; Propagate Content Chairman and former NBC executive Ben Silverman breaks down the content strategy and an update on the broader streaming wars; DoubleVerify is one of Netflix’s ad partners and its CEO discusses the streaming giant’s ad strategy and how it plans to grow. Plus, CSX CEO Joe Hinrichs on the health of the economy from his perspect...
Oct 17, 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....
Oct 17, 2024•43 min
Earnings season is in full swing and we have you covered with every angle. Get the numbers from CSX, Kinder Morgan, SL Green, Alcoa, Discover Financial, PPG and Steel Dynamics. Alcoa CEO William Oplinger talks the latest quarter and what impact tariffs is having on his business. Lithium Americas and GM announced a joint venture to developed a key mine in Nevada; LAC CEO Jonathan Evans on what the deal means for his company and the production timeline ahead. Plus, top analyst Laura Martin on what...
Oct 16, 2024•44 min
Have markets fully sidestepped the seasonal pre-election weakness? JP Morgan’s Gabriela Santos and Alger’s Ankur Crawford reveal where they think the rally will go from here. Plus, Former Dallas Fed President Robert Kaplan maps out what he thinks the Fed’s next move might be. And, star chip analyst Stacy Rasgon tells us how he is navigating the volatility in the semi space this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of per...
Oct 16, 2024•43 min
Stocks retreated from early trading gains to close in the red. Bespoke’s Paul Hickey and Truist’s Keith Lerner break down the market action, plus earnings from United Airlines, Interactive Brokers and JB Hunt. Interactive Brokers founder Thomas Peterffy talks why consumers keep joining his platform, plus the early feedback from the company’s new election forecasting service. Allianz’s Mohamed El-Erian on the economy and the markets – and why a soft landing is becoming more likely. Brex and Navan...
Oct 15, 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....
Oct 15, 2024•43 min
Nvidia notched a record close today, along with the S&P 500 and Dow. We break down what the next catalyst – or trap – could be for markets. Bernstein’s Stacy Rasgon on if Nvidia has more room to run. Famed emerging markets investor Mark Mobius breaks down the top opportunities he is seeing right now, along with the risks he sees around the globe. Sam Poser, Williams Trading retail analyst, on what lays ahead for new Nike CEO Elliott Hill as he takes the reins. Flexport CEO Ryan Petersen on a...
Oct 14, 2024•43 min•Ep. 4