Baiju Bhatt, co-founder of Robinhood, has set his sights on a new moonshot: space-based solar power. His new venture, Aetherflux, looks to hone solar power through a constellation of satellites—where each payload will transmit power to ground stations via infrared lasers. He joins Morgan Brennan to discuss his transition from financial technology to space, his vision for the technology, and what it could mean for surging energy demand on earth. Hosted by Simplecast, an AdsWizz company. See pcm.a...
Feb 13, 2025•32 min
Barbara Doran and Kara Murphy join for a market panel as we analyze key earnings from Robinhood, Reddit, Cisco, and more. Mizuho's Dan Dolev weighs in on Robinhood’s results, while Citizens JPM analyst Andrew Boone breaks down Reddit’s earnings report. Dan Niles shares his take on CPI and the broader market, plus Emily Wilkins reports on the GOP tax plan. We wrap with Citi’s Drew Pettit on what’s next for equities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo...
Feb 12, 2025•43 min
What is the best strategy to navigate a more volatile market? Trivariate’s Adam Parker, Requisite Capital’s Bryn Talkington and Wells Fargo’s Chris Harvey reveal how they’re trading this space. Plus, Light Street Capital’s Glen Kacher tells us how he is playing the Magnificent 7 and the AI arms race. And, Former Dallas Fed President Richard Fisher reacts to today’s hotter than expected CPI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use...
Feb 12, 2025•42 min
Globalstar, which provides the space-based emergency services for Apple’s iPhones, is tapping MDA Space to build satellites for its next-gen communication satellites. MDA CEO Mike Greenley joins Morgan Brennan to talk the new contract, the future of connectivity, and how the Canadian company is navigating the possibility of tariffs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Feb 12, 2025•16 min
We kick off a wild hour with Paul Hickey of Bespoke Investment Group and Jill Carey Hall of BofA Global Research breaking down earnings from Lyft, DoorDash, Gilead and more. DA Davidson's Tom White weighs in on Lyft’s results. Jon shares insights from DoorDash’s CFO Ravi Inukonda, including where the company is investing to continue scaling. Freshworks CEO Dennis Woodside joins to discuss earnings, and Anduril’s Palmer Luckey dives into defense under Trump, DOGE, and the company's latest news. P...
Feb 11, 2025•46 min
The Fed no doubt grappling with whether it should cut or not. The Wall Street Journal’s Nick Timiraos tells us what’s at stake in tomorrow’s CPI report. Plus, iCapital’s Anastasia Amoroso and JP Morgan Asset Management’s Jack Manley tells us what they think the tariffs could mean for the markets and your money. And, we break down the latest in the tech space amid the ongoing drama between Elon Musk and Sam Altman – as well as Apple’s potential new partnership. Hosted by Simplecast, an AdsWizz co...
Feb 11, 2025•42 min
Investors shrugging off more tariff threats from President Trump. The S&P 500 and Nasdaq higher for a 4th straight day while the Dow snapped a 2-day losing streak. Morgan Stanley Chief Global Economist Seth Carpenter discusses whether tariffs on all imported steel and aluminum as well as reciprocal tariffs could threaten the U.S. economy. PIMCO’s Head of Emerging Markets reveals where he sees opportunities around the globe because of the ongoing trade war. The CEO of Juniper Networks defends...
Feb 10, 2025•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....
Feb 10, 2025•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 07, 2025•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....
Feb 07, 2025•42 min
Intuitive Machines made history in 2024 with the first successful private lunar lander mission. Now, the company aims to do it again with its Athena spacecraft next month, carrying a collection of payloads. Intuitive Machines CEO Steve Altemus joins Morgan Brennan to discuss the mission, the business model and the company’s long-term vision. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Feb 07, 2025•33 min
Amazon is the latest megacap tech company to report earnings and we have you covered form every angle. Other names reporting include Pinterest, Expedia, Elf Beauty and Take-Two. Barbara Doran of BD8 Capital gives her take on what the earnings say about the broader economy. DA Davidson’s Gil Luria and Wedbush’s Scott Devitt break down Amazon’s results, while Seaport’s Aaron Kessler weighs in on Pinterest. Blackstone’s Kathleen McCarthy shares her outlook on real estate investing and why she is ch...
Feb 06, 2025•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....
Feb 06, 2025•43 min
Jon Fortt and Morgan Brennan break down a big night for earnings with insights from Adam Crisafulli of Vital Knowledge and Scott Chronert of Citi Research. Ford CEO Jim Farley joins for an exclusive discussion on the automaker’s latest results. Plus, Ben Bajarin weighs in on Qualcomm and Arm earnings, and MP Materials CEO James Litinsky unpacks China’s dominance in rare earths market and how his company is working to bring the supply chain back to America. Hosted by Simplecast, an AdsWizz compan...
Feb 05, 2025•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 05, 2025•42 min
A high-stakes earnings day with deep dives into major tech and consumer names. Sand Hill Global Advisors CIO Brenda Vingiello joins alongside CNBC’s Mike Santoli to break down the market reaction. Alphabet, Snap, and AMD are in the spotlight, with expert analysis from Roth MKM’s Rohit Kulkarni and Susquehanna’s Christopher Rolland. Plus, a key conversation on the U.S. approach to digital assets with White House AI & Crypto Czar David Sacks. Also on the docket: Jon Fortt’s exclusive sound fro...
Feb 04, 2025•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 04, 2025•43 min
A packed show covering the latest in markets, earnings, and tech policy. Adam Kobeissi, Editor-in-Chief of The Kobeissi Letter , and Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, break down key market trends and positioning. A deep dive into Palantir’s earnings with a head-to-head debate between Dan Ives of Wedbush and Jefferies analyst Brent Thill. Plus, Booz Allen Hamilton CEO Horacio Rozanski joins exclusively to discuss the ripple effects tariffs and Trump 2.0. Our Eunice...
Feb 03, 2025•43 min
Just how vulnerable – or insulated – is the U.S. economy under various tariff scenarios? We break down the latest in the trade war and what it might mean for your money with Dan Greenhaus from Solus, Sameer Samana of Wells Fargo and Invesco’s Kristina Hooper. Plus, former Dallas Fed President Richard Fisher tells us what the tariffs could mean for the Fed and inflation. And, star technician Jeff DeGraaf says he is watching one key sector in the market right now – because if you lose that sector,...
Feb 03, 2025•42 min
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives a deep five on the markets and how her clients are positioning. Our Seema Mody reports on the Nvidia CEO Jensen Huang's visit to the White House. Joseph LaVorgna, Chief Economist at SMBC Nikko Securities America, talks tariffs and the potential econnomic impact. Morgan has an exclusive interview with Baker Hughes CEO Lorenzo Simonelli after strong earnings. Alexis Ohanian, Reddit co-founder, talks DeepSeek, the promise of AI a...
Jan 31, 2025•43 min
We break down all of the latest developments from DC and what it could mean for your money with Washington Correspondent Megan Cassella and CNBC’s Senior Economics Reporter Steve Liesman. The Wharton School’s Jeremy Siegel tells us what he’s forecasting for stocks in the weeks ahead. Plus, star Apple analyst Erik Woodring from Morgan Stanley joins with his first reaction to that company’s quarterly report. And, noted value investor Scott Black reveals his top picks. Hosted by Simplecast, an AdsW...
Jan 31, 2025•42 min
Public-private partnership Earth Fire Alliance includes Google, the Gordon and Betty Moore Foundation, The Minderoo Foundation, Environmental Defense Fund—and Muon Space. Fire Alliance Executive Director Brian Collins & Muon Space CEO Jonny Dyer join Morgan Brennan to discuss using space technology and AI to detect small fires before they become large and devastating, helping incident commanders make better-informed decisions about resource allocation. Hosted by Simplecast, an AdsWizz compan...
Jan 30, 2025•26 min
It's another huge day of Big Tech earnings with the biggest company of all: Apple. Barbara Doran, CEO of BD8 Capital Partners, and Jose Rasco, CIO at HSBC Global Private Banking kick things off with where we are in the market right now. We break down earnings from Intel, KLA, Visa, Deckers, and U.S. Steel. Patrick Moorhead of Moor Insights discusses Intel’s report. We break down Apple from every angle withBarbara Doran, Patrick Moorhead, and Maxim Group’s Tom Forte, plus T. Rowe Price portfolio ...
Jan 30, 2025•43 min
What is riding on Apple results in Overtime? We discuss with Malcolm Ethridge from Capital Area Planning Group and Bryn Talkington of Requisite Capital. Top financial advisor Rich Saperstein from Treasury Partners tells us the one sector he is betting on in the wake of the Deepseek drama. And, we drill down on the big move in Caterpillar’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....
Jan 30, 2025•43 min
It might be the most important hour of earnings season: Meta, Microsoft and Tesla all report their latest numbers — and set the tone for what comes next in the market. Adam Crisafulli of Vital Knowledge and our Michael Santoli kicks things off before we hear from the companies. Key earnings on deck include Microsoft, Meta, Tesla, IBM, and ServiceNow, with exclusive CEO commentary from Jon. Dan Ives of Wedbush joins to break down Microsoft, Meta, and Tesla results. Later, Gil Luria of D.A. Davids...
Jan 29, 2025•44 min
We kick off with Paul Hickey of Bespoke Investment Group and Charles Schwab's Kevin Gordon analyzing key market movements and economic trends. Starbucks reports earnings as new CEO Brian Niccols changes come into sharper focus; Wedbush analyst Nick Setyan breaks down what's ahead. F5 CEO François Locoh-Donou on the latest quarter. Commvault CEO Sanjay Michandani on protecting AI data and the implications of DeepSeek. Josh Wolfe of Lux Capital joins to discuss U.S.-China competition, defense tech...
Jan 28, 2025•44 min
What does the future of investing in AI look like and has the game truly changed? We discuss with Big Technology’s Alex Kantrowitz and Alger’s Dan Chung. Plus, some are calling the Deepseek development a boon to startups looking for cash. Rich Heitzmann from FirstMark gives his take. And, we discuss some big moves in the Bitcoin miners – and what’s at stake for that group. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data ...
Jan 28, 2025•43 min
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 27, 2025•43 min
The deep sink today in AI stocks weighing on the Nasdaq. So, is this really a watershed moment for investing in that space? We discuss with our own Deirdre Bosa and Bernstein’s Stacy Rasgon. Plus, Fundstrat’s Tom Lee tells us the names he would be buying on today’s dip. And, Nvidia shareholder Doug Clinton reacts to the stock’s worst single-day market cap loss in history. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data f...
Jan 27, 2025•43 min
Bob Elliott of Unlimited and Steve Sosnick of Interactive Brokers discussing key market moves. Tech takes center stage as Dan Niles previews next week’s major earnings. Aspen Strategy Group Executive Director Anja Manuel joins to explore Trump’s impact on China and trade. Speaks with Dr. Dajun Yang, CEO of Ascentage Pharma, about the first healthcare IPO of 2025. Hugh Son wraps up with insights on American Express and the strength of affluent consumers. Hosted by Simplecast, an AdsWizz company. ...
Jan 24, 2025•43 min
