Barbara Doran of BD8 Capital and Schwab’s Kevin Gordon join to break down the late-day slide in tech stocks, along with earnings from Autodesk, Duolingo, NetApp, Dell, HP, and Archer Aviation. Market insight from Neuberger Berman’s Joseph Amato, and Synopsys CEO Sassine Ghazi talks AI demand. Later, hear from Snowflake & C3.ai CEOs, and Julia Boorstin sits down with Paris Hilton.
The mega caps in retreat lately and the momentum that sent stocks to new record highs just over a week ago is fading. Alger’s Ankur Crawford and Virtus’ Joe Terranova break down their current strategies. Plus, Sara Naison-Tarajano from Goldman Sachs tells us how she is navigating tariff uncertainty. And, Saira Malik from Nuveen reveals where she is finding opportunities outside of tech.
In this CNBC Special Report, Nvidia CEO Jensen Huang joins Jon Fortt for his first interview after the company’s quarterly earnings --- to discuss the numbers, the outlook, chip demand, and the AI landscape. Plus – investor and analyst reaction to Jensen Huang’s comments and the impact on shareholders of one of the country’s most important companies.
A packed market panel as Bespoke’s Paul Hickey, Hightower’s Stephanie Link, and Moor Insights’ Patrick Moorhead join to break down earnings from Salesforce, eBay, Paramount, Snowflake, Synopsys, and AI player C3.ai. The panel sticks around for the big one: Nvidia. We have you covered from every angle. We also hear from Jefferies’ Brent Thill on Salesforce & Snowflake, CFRA’s Angelo Zino on Nvidia, and Bessemer’s Byron Deeter on AI’s broader impact.
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.
Vital Knowledge’s Adam Crisafulli breaks down the market action. We dive into key earnings from Caesars, Intuit, Workday, and First Solar. Plus, Cleveland-Cliffs CEO Lourenco Goncalves on tariffs and the Nippon/US Steel deal while Intuit COE Sasan Goodarzi talks tax season and AI. Melius Research’s Ben Reitzes on what to expect from Nvidia as DeepSeek's progress rattles AI investors. Wedbush’s Nick Setyan joins to analyze Cava’s results.
As stocks and yields fall, concerns about the health of this market are rising. Black Rock’s Rick Rieder gives his exclusive take on where he thinks stocks could be headed from here. Plus, the so-called “Dean of Valuation” Aswath Damodaran from NYU sets us up for Nvidia’s big report out in Overtime tomorrow. And, Goldman Sachs’ Tony Pasquariello tells us how he is navigating the momentum names right now.
Invesco’s Kristina Hooper and Hennion & Walsh’s Kevin Mahn join to discuss the market. TIAA’s Neel Mukherjee breaks down the U.S. vs. global investing landscape — and why he still prefers the U.S. Taylor Morrison CEO Sheryl Palmer weighs in on homebuilders and the recent spate of weak data. Plus, Hamilton Lane Co-CEO Erik Hirsch on private markets and IPOs. Earnings from Zoom, Diamondback Energy and Cleveland-Cliffs.
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....
We have you covered from every angle of today's market sell-off. Unlimited CEO Bob Elliott and Truist Wealth Co-CIO Keith Lerner break down the market action. Fundstrat’s Tom Lee shares his take on the market, crypto, and his "Granny Shots" strategy. Housing analyst Ivy Zelman weighs in on recent weak housing data and homebuilders. Plus, Jefferies’ David Zervos on the macro outlook and Goldman Sachs’ Eric Sheridan on tech.
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....
Autonomous shipbuilder Saronic is raising $600 million in a Series C funding round that—within a year— quadruples its valuation to $4 billion. CEO Dino Mavrookas joins Morgan Brennan to discuss the challenges and delays in miliary shipbuilding, the company’s $600 million Series C funding round, and making vessels that don’t require humans.
Innovator ETFs’ Tim Urbanowicz and CNBC’s Mike Santoli break down the market action. Our Phil LeBeau sits down with Rivian CEO RJ Scaringe to discuss the EV maker’s latest earnings. RingCentral CEO Vlad Shmunis joins before the earnings call to discuss the recent quarter. Plus, Unity Software CEO Matthew Bromberg on the company’s results and its new AI-driven ad platform. Morgan sits down with Lockheed Martin CEO Jim Taiclet for a rare and exclusive interview on the new administration, DOGE and ...
Forterra is in the business of autonomous vehicles…but not for the everyday driver. The startup has developed self-driving capabilities for defense and industrial customers, now announcing a production contract with the U.S. Marines to make Oshkosh’s Rogue Fire vehicles autonomous. CEO Josh Araujo and Chief Growth Officer Scott Sanders join Morgan Brennan to discuss its partnerships with defense contractors, taking soldiers and Marines out of harms way, and how the company’s technology can be us...
Does the momentum portend a rough patch for stocks overall? We discuss with Strategas’ Chris Verrone. Plus, JPMorgan Asset Management’s Gabriela Santos and Invesco’s Kristina Hooper weigh in on this time of uncertainty for investors. And, retailing legend Mickey Drexler weighs in on the health of the consumer and tells us where he is seeing pockets of opportunity in that sector.
Vital Knowledge Founder Adam Crisafulli and Carson Group Chief Market Strategist Ryan Detrick break down the latest market trends. Charles Schwab Chief Investment Strategist Liz Ann Sonders weighs in on the Fed minutes and what they mean for investors. Needham’s Laura Martin provides key insights on Apple and where it stands in the AI race after its new phone release. Plus, earnings coverage from Carvana, Klaviyo, and Host Hotels, with CEO James Risoleo joining to discuss the hospitality landsca...
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.
Evercore ISI's Julian Emanuel analyzes the market outlook and what he is telling clients as stocks sit near records. Our Angelica Peebles sits down with Pfizer CEO Albert Bourla to discuss drug pricing and industry challenges as the sector readies itself for HHS RFK Jr. Rockefeller International's Ruchir Sharma weighs in on China’s Xi-CEO meeting. Plus, Morgan sits down with Saronic CEO Dino Mavrookas, talking the company's new capital raise and its shipbuilding efforts while Jon talks with Abri...
Several AI stocks surging today – from Oracle, to Dell, to Vistra and Vertiv - perhaps because of Elon Musk’s new AI model. We discuss with our panel of experts. Plus, Ferguson Wellman’s Mary Lago tells us how she is advising her high net worth clients right now. And, back-to-back Daytona 500 winner William Byron joins us at Post Nine.
Jefferies Chief Market Strategist David Zervos and RBC Capital Markets Head of US Equity Strategy Lori Calvasina join to break down the market landscape after a wild week. Our Kristina Partsinevelos digs into Nvidia’s latest 13F filing and its shifting investments. Twilio CEO Khozema Shipchandler discusses the company’s earnings results and what kind of AI return the company is seeing in an exclusive interview. Jefferies' Michael Yee weighs in on Moderna, biotech, and the potential RFK impact on...
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.
Adam Crisafulli and Mike Santoli break down a packed earnings slate, including Airbnb, Roku, Coinbase, and more. Mark Mahaney joins to analyze Airbnb and Roku’s results, while DraftKings CEO Jason Robins weighs in on the company’s latest quarter and the impact from the Super Bowl. Citizens’ analyst Devin Ryan discusses Coinbase’s earnings, and Zoetis CEO Kristin Peck talks tariffs, avian flu, and the company’s portfolio. Plus, our Bertha Coombs reports on the growing coverage for sickle cell gen...
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.
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.
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.
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.
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.
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...
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.
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 his...
