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....
Dec 12, 2024•42 min
United Launch Alliance, a joint venture between Lockheed Martin and Boeing, blasted into 2025 with the launch of its long-awaited Vulcan Centaur rocket earlier this year. With a long history of launching national security missions, the company is now moving into commercial markets with the help of Vulcan and contracts with the likes of Amazon. ULA CEO Tory Bruno joins Morgan Brennan from the Reagan National Defense Forum to discuss the evolving launch market, what Trump 2.0 will mean for commerc...
Dec 12, 2024•16 min
Today's show dives into Adobe's latest earnings with insights from Chair and CEO Shantanu Narayen. Schwab Senior Investment Strategist Kevin Gordon and Brooke May, managing partner at May Evans Wealth, hit key trends shaping the market action, while Citi's Drew Pettit unpacks the bank’s 2025 playbook for U.S. equity strategy. Plus, updates on the anticipated ServiceTitan IPO and Sarah Levy, Betterment CEO, on markets and retirement. Morgan goes deep on the intersection of venture capital and def...
Dec 11, 2024•44 min
The mega-cap melt up rolls on … so what is next for stocks? Fundstrat’s Tom Lee breaks down his outlook for 2025. Plus, former Dallas Fed President Richard Fisher tells us what today’s CPI print could mean for the Fed’s next move. And, Deirdre Bosa explains what is behind the big drop in Uber’s stock today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Dec 11, 2024•43 min
After stocks slid into the close today, our panel discussion with Adam Crisafulli of Vital Knowledge and Patrick Fruzzetti of Rose Advisors give you the market trends you need to know. Anu Aiyengar, J.P. Morgan's Global Head of M&A, shares insights on the state of deal-making and the driving force behind the recent flurry of announcements. Plus, interviews with Howard Hughes CEO David O'Reilly on meeting house demand and Cohesity CEO Sanjay Poonen closing the deal for Veritas’ enterprise dat...
Dec 10, 2024•43 min•Ep. 2
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....
Dec 10, 2024•43 min
The Nasdaq takes center stage with major earnings reports from Oracle, MongoDB, and C3 AI. Jefferies Analyst Brent Thill joins to break down Oracle's results, while C3 AI CEO Tom Siebel offers insights on his company’s performance. Mobileye CEO Amnon Shashua shares key takeaways from Investor Day and the company’s China business. Plus, a market panel featuring Jill Carey Hall of BofA and Dana D’Auria of Envestnet discusses the state of SMID-cap strategy. Hosted by Simplecast, an AdsWizz company....
Dec 09, 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....
Dec 09, 2024•41 min
The S&P 500 and Nasdaq closed at record highs and Jefferies Chief Market Strategist and Unlimited CEO Bob Elliott break down what’s powering the latest leg higher – and what could derail the run. Morgan is in California at the Reagan National Defense Forum and she sits down for key interviews with Booz Allen Hamilton CEO Horacio Rozanski and Palantir CTO Shyam Sankar to talk the new partnership between the two companies and what investors need to know about the incoming Trump administration....
Dec 06, 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....
Dec 06, 2024•43 min
The S&P 500 recorded its first down day of December as stocks pulled back from record levels—but it was another busy Overtime session with earnings from Asana, HPE, Ulta, Lululemon, Victoria’s Secret, Rubrik, Docusign, Gitlab and Samsara. Oppenheimer analyst Brian Nagel breaks down why the “not that bad” quarter for the retailer is actually a positive sign. Rubrik CEO Bipul Sinha on the company’s blowout quarter and its growth momentum. ServiceNow Bill McDermott talks its AI strategy and par...
Dec 05, 2024•43 min
As records keep falling, should your exposure to stocks keep increasing? JP Morgan Asset Management’s Gabriela Santos, Virtus’ Joe Terranova and BMO’s Yung-Yu Ma discuss how investors should be positioning. Plus, Mark Okada from Sycamore Tree Capital Partners tells us what he thinks a second Trump term could mean for your money. And, we tell you what’s behind the big drop in Uber and Lyft today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection an...
Dec 05, 2024•43 min
Alphabet CEO Sundar Pichai talks how search is going to change in the next year, plus its latest efforts in AI from Dealbook Conference. Morgan sits down with Vivek Ramaswamy at CNBC CFO Council to talk what his plans are for the Department of Government Efficiency. Synopsys CEO Sassine Ghazi on the latest quarter and the macro spending environment. Mirion CEO Tom Logan on partnering with big tech to use its nuclear technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in...
Dec 04, 2024•48 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....
Dec 04, 2024•43 min
The S&P 500 and Nasdaq closed at record highs but the action continued after the bell: closely-watched bellwether Salesforce reported earnings and Wedbush analyst Dan Ives breaks down the key numbers. Our Leslie Picker reports on BlackRock’s bet on private credit while Raymond James’ Global Head of Private Capital Advisory Sunaina Sinha Haldea on what Trump 2.0 means for private market investors. Pure Storage CEO Charles Giancarlo joins to talk earnings exclusively before the call. Plus, Ire...
Dec 03, 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....
Dec 03, 2024•43 min
The S&P 500 notched its 54th record close of the year as markets get ready for a busy week of data and earnings. Allianz Chief Economic Advisor Mohamed El-Erian breaks down what will be most important for investors. Intel CEO Pat Gelsinger retired from his position; Jon takes a look at the winding road of his tenure and Moor Insights & Strategy's Patrick Moorhead shares what happens next. Klaviyo CEO Andrew Bialecki kicks off Cloud Week with a look at what social strategies are most effe...
Dec 02, 2024•44 min
Why are stocks still likely to rise in December? Cheryl Young of Rockefeller Global Family Office, Hightower’s Stephanie Link and Invesco’s Kristina Hooper debate where they think stocks could be headed into the new year. Plus, top technician Jason Hunter is raising the red flag on one key part of the market. And Citi’s Kristen Bitterly tells us where she thinks investors should be positioned in these final few weeks of 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for info...
Dec 02, 2024•42 min
Anduril Industries is a fast-growing defense tech startup best know for attack drones, robot submarines and unmanned fighter jets. The company is now forging forward into the next domain: space. Earlier in November, Anduril won a $100 million contract with the U.S Space Force to upgrade its military satellite sensor network. The company is also developing its own spacecraft, partnering with other venture-backed space startups like Apex and Impulse Space. On this episode, Senior Vice President of...
Nov 29, 2024•28 min
The Dow and S&P 500 set record closes on this holiday-shortened trading day. Meantime, it was the best month of the year for the Dow. G Squared's Victoria Greene and HSBC's Jose Rasco break down what's ahead for investors. Wedbush's Dan Ives on Microsoft's prospects amid a potential federal investigation. Axon CEO Rick Smith on his stock's wild run higher. Flexport CEO Ryan Petersen on the headwinds retailers are facing into year-end. Brown Harris Stevens CEO Bess Freedman talks the luxury m...
Nov 29, 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....
Nov 29, 2024•42 min
Neuberger Berman portfolio manager John San Marco gives his top retail picks for the holiday season. Former NEC Chief Economist Joe Lavorgna on what to expect under Trump 2.0. Tony Fadell, new Ledger board member, and Pascal Gauthier, Ledger CEO, on making a hardware product for digital currencies. Zeta Global CEO David Steinberg on early data signals from shoppers on what will win this holiday season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collec...
Nov 27, 2024•43 min
Can the market continue to rotate its way higher and take advantage of those holiday-season tailwinds? Trivariate’s Adam Parker, Requisite Capital’s Bryn Talkington and Ned Davis Research’s Ed Clissold map out their forecasts. Plus Laurie Goodman from Jefferies tells us where she is finding opportunity outside of stocks and bonds. And, top retail analyst Brian Nagel tells us what’s at stake as we kick off a critical stretch for retail stocks. Hosted by Simplecast, an AdsWizz company. See pcm.ads...
Nov 27, 2024•43 min
The Dow and S&P 500 set record closes as the market shook off tariff and rates worries. Earnings from Autodesk, Workday, Nutanix, Dell, Nordstrom, Urban Outfitters and HP after the bell, plus Evercore analyst Peter Levine digs deep into CrowdStrike’s earnings report. Former Alcoa and Siemens CEO Klaus Kleinfeld weighs in on how companies are planning for potential tariffs from the incoming Trump administration. Sheryl Palmer is CEO of Taylor Morrison, one of the nation’s largest homebuilders...
Nov 26, 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....
Nov 26, 2024•50 min
Former Cleveland Fed President Loretta Mester on Trump’s Treasury nominee Scott Bessent and what it means for the markets. She also talks next move from the Fed. Jersey Mike’s CEO Peter Cancro and 2x Super Bowl winning quarterback Eli Manning discuss their charitable efforts with the Meridian Health system. Peter also talks his company’s sale to Blackstone while Eli talks his business investments since retirement and the NFL’s recent approval of private equity investments in teams. Plus, UWM CEO...
Nov 25, 2024•42 min
How long can this rally last as investors game-out what the new Trump administration will mean for the markets? Morgan Stanley’s Chris Toomey and NewEdge’s Cameron Dawson break down where they see stocks headed into the end of the year. Plus, Vista Equity Partners’ Ashley MacNeill breaks down her 2025 software playbook. And, Kenny Dichter – Real SLX Founder – discusses the big business of sports betting. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our coll...
Nov 25, 2024•43 min
Bitcoin traded above $99,800, closing in on the key $100,000 level. Michael Bressler and Benoit Bosc, x2B co-founders, talk what’s driving the crypto right now and just how much higher the price can go. They also talk their new business as traditional-finance-workers-turned-bitcoin-advisors. Ward Nye, Martin Marietta CEO on what infrastructure spending will look like under Trump 2.0. Plus, Jason Trennert, Strategas Chairman, on the macro picture right now. Hosted by Simplecast, an AdsWizz compan...
Nov 22, 2024•42 min
How long will these favorable trends remain investor’s friend, as we enter an even stronger seasonal period with the bulls’ confidence riding high? 3Fourteen’s Warren Pies, Raymond James’ Tavis McCourt and Crossmark’s Victoria Fernandez break down their forecasts. Plus, Mithra Warrier from Citi tells us what she is expecting from hedge funds in the new year. And, Bitcoin closing in on $100K. EMJ’s Eric Jackson weighs in on what could be next for the crypto space. Hosted by Simplecast, an AdsWizz...
Nov 22, 2024•42 min
Snowflake shares had their best day after reporting strong earnings. CEO Sridhar Ramaswamy on how the company is winning in the current environment. Bessemer Venture’s Byron Deeter weighs in on the resumption of the software trade and what’s next for Nvidia. Plus, Intuit CEO Sasan Goodarzi on the latest quarter and what the Department of Government Efficiency means for the company’s business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u...
Nov 21, 2024•43 min
