Unlimited CEO Bob Elliott and The Kobeissi Letter Editor-In-Chief Adam Kobeissi break down the market week, focusing on how tech and macro crosscurrents are shaping sentiment. Melius Research’s Ben Reitzes on Apple, Nvidia, and if cracks forming in the AI trade. Apollo’s Torsten Slok lays out the macro setup heading into the next jobs report and Fed decisions. Defense also gets a spotlight with Aerovironment CEO Wahid Nawabi on the impact of a major budget deal. GoDaddy CEO Aman Bhutani on the c...
May 02, 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....
May 02, 2025•43 min
True Anomaly has just raised $260 million in a Series C funding round. The company, which develops spacecraft that can maneuver each other in orbit, will use the capital to ramp up production and support future missions. Co-founder & CEO Even Rogers joins Morgan Brennan to discuss securing and defending space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 01, 2025•12 min
Earnings pour in from Amazon, Apple, Roku, Airbnb, Reddit, Block, and more. The market panel features Adam Crisafulli and Stephanie Link breaking down the numbers as they come in. Maxim’s Tom Forte on Amazon's results, and our Steve Kovach walks through Apple numbers. The panel—Crisafulli, Link, and Patrick Moorhead—reacts live to the headline print and exec commentary. Khozema Shipchandler, Twilio CEO, joins Jon to discuss their quarter. Angelo Zino looks ahead to what's next for Apple. Hosted ...
May 01, 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....
May 01, 2025•43 min
A jam-packed afternoon with Meta, Microsoft, Qualcomm, and Robinhood headlining a massive tech earnings slate. Barbara Doran of BD8 Capital helps break down the results. Wedbush’s Dan Ives gives instant reaction to Microsoft and Meta, followed later by T. Rowe’s Tony Wang for broader tech insight and the policy implications of Trump’s first 100 days. Mizuho’s Dan Dolev gives his take on Robinhood, while DA Davidson’s Gil Luria looks ahead to Apple reporting tomorrow. Hosted by Simplecast, an Ads...
Apr 30, 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....
Apr 30, 2025•43 min
A loaded earnings day meets fresh tariff commentary and broader macro uncertainty. Paul Hickey of Bespoke helps break down the market action. Key earnings include Visa, Starbucks, Booking Holdings, Caesars, Seagate, First Solar, and Snap. Stephen Miran, Chairman of the Council of Economic Advisers, weighs in on the evolving trade backdrop and the latest deal talks. Guggenheim’s Gregory Francfort breaks down Starbucks, and Stifel’s Mark Kelley offers insight into Snap's results and ad spend trend...
Apr 29, 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....
Apr 29, 2025•43 min
As the market navigates a fragile stretch, Scott Wren of Wells Fargo and Dana D’Auria of Envestnet join the panel to break down investor sentiment and strategy amid earnings season. Key earnings movers include Cadence Design, F5 Networks, NXP Semi, and Nucor--and we hear from F5 CEO François Locoh-Donou on the company's tailwinds right now. Bernstein's Stacy Rasgon offers analysis on NXP results, while Gargi Chaudhuri of BlackRock breaks down her fresh spring outlook on handling market volatilit...
Apr 28, 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....
Apr 28, 2025•41 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....
Apr 25, 2025•46 min
Have the bulls made the case that a bottom is in or is this still a typical sharp but fleeting bear-market bounce? We discuss with 3Fourteen’s Warren Pies, JP Morgan Asset Management’s Stephanie Aliaga and Truist’s Keith Lerner. Plus, the “Dean of Valuation” Aswath Damadoran from NYU tells us how he is navigating the tech trade this earnings season. And, Alger’s Ankur Crawford weighs in on the semi space and AI arms race. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informat...
Apr 25, 2025•42 min
April has been one of the stock market’s most tumultuous months ever. While defense and aerospace haven’t been entirely immune—as government spending on initiatives like space security rises, those boasting government contracts have proven to be safe havens for investors. Andrew Chanin, the co-founder & CEO of ProcureAM, is one of the minds behind the first-ever ETF fully dedicated to space stocks. He joins Morgan Brennan to discuss the investing landscape, the space economy, and where he se...
Apr 24, 2025•16 min
Earnings from some of the tech’s key players, with Alphabet, Intel and T-Mobile all reporting after the bell. Barbara Doran of BD8 Capital and Victoria Greene of G Squared Private Wealth on navigating the market setup. T-Mobile CEO Mike Sievert joins to break down the company’s latest numbers. Evercore’s Mark Mahaney offers insight on Alphabet, while Susquehanna’s Christopher Rolland analyzes Intel. Later, a two-guest panel featuring Rohit Kulkarni and Chris Ballard dives deeper into Alphabet’s ...
Apr 24, 2025•43 min
How should investors be trading these markets? We discuss with JP Morgan Asset Management’s Gabriela Santos and Invesco’s Brian Levitt. Plus, we drill down on what to watch from Alphabet’s results with Laura Martin from Needham and Ayako Yoshioka from Wealth Enhancement Group. And, Vista Equity Partners’ Robert Smith weighs in on the AI arms race, trade war and much more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data f...
Apr 24, 2025•42 min
A packed earnings day drives the action, with major results from Texas Instruments, IBM, Lam Research, Chipotle, Whirlpool, and ServiceNow. Paul Hickey of Bespoke Investment Group and Brooke May of Evans May Wealth assess the market's reaction. Analysts dive into key takeaways, including commentary from IBM and ServiceNow CEOs. Patrick Moorhead breaks down the implications for IBM and ServiceNow, while Tore Svanberg joins to discuss Texas Instruments. On the macro front, former Kansas City Fed P...
Apr 23, 2025•43 min
Solus Alternative Asset Management and RBC Capital Markets’ Lori Calvasina weigh in on the trade tug of war. Plus, top tech investor Jeff Richards of Notable Capital weighs in on the volatility in that sector. And, BofA’s Jill Carey Hall tells us where she sees small caps heading from here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 23, 2025•42 min
Carson Group’s Ryan Detrick and Payne Capital’s Courtney Garcia break down today’s huge rally, with the major averages regaining all of Monday’s big losses. A packed slate of earnings led by Tesla. Wedbush’s Dan Ives and former Tesla President Jon McNeill give instant reaction to the EV-maker’s numbers. On the macro front, Jefferies' David Zervos discusses Fed policy and the latest Trump vs. Powell tensions. Other earnings include Enphase, Baker Hughes, Capital One, Intuitive Surgical and SAP. P...
Apr 22, 2025•46 min
Strategas’ Chris Verrone tells us how he is navigating today’s jump. Plus, Tesla shareholders Gene Munster and Bryn Talkington weigh in on that name ahead of its earnings report. And, Treasury Partners’ Richard Saperstein tells us where he is seeing pockets of opportunity right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 22, 2025•42 min
Stocks closed well off worst levels, but the rout in April continues. A deepening market selloff takes center stage with Anastasia Amoroso of iCapital and Sameer Samana of Wells Fargo breaking down pressure points across sectors. Our Deirdre Bosa reports on the unraveling of AI optimism. Morgan Stanley’s Seth Carpenter weighs in on Trump vs. Powell tensions and macro dynamics, while Citi’s Scott Chronert discusses the implications of today’s sharp drop—and the situation he says you should be buy...
Apr 21, 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....
Apr 21, 2025•42 min
Malcolm Ethridge of Capital Area Planning Group and Barbara Doran of BD8 Capital Partners break down the shortened-week’s market action. Mark Mahaney of Evercore ISI offers a Wall Street rapid reaction perspective on Netflix, followed by broader entertainment industry insights from Ben Silverman, Propagate Content Chairman and former NBC Entertainment Co-Chairman. Former acting White House Chief of Staff Mick Mulvaney talks the President’s relationship with Fed Chair Jerome Powell. Huntington Ba...
Apr 17, 2025•43 min
Kevin Mahn of Hennion & Walsh and our Bob Pisani break down the late-afternoon selling after Fed Chair Jay Powell’s speech in Chicago. Earnings reports from CSX, Kinder Morgan, SL Green, and Alcoa are on the radar, while Kristina Partsinevelos tracks the sharp pullback in Nvidia and the broader chip sector. Joyce Chang of J.P. Morgan joins to discuss the Fed, tariffs, and macro policy implications from the global market perspective. Eric Johnston of Cantor Fitzgerald shares his outlook on eq...
Apr 16, 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....
Apr 16, 2025•52 min
Adam Crisafulli of Vital Knowledge and Jeffrey Kleintop of Charles Schwab break down the market action today as investors brace for a key week of earnings and macro headlines. Results from United Airlines, Interactive Brokers, and JB Hunt are in focus. Interactive Brokers Founder and Chairman Thomas Peterffy joins to discuss his company’s quarter and how retail clients are positioned after the last two weeks of high volatility. Mohamed El-Erian of Allianz offers perspective on the market backdro...
Apr 15, 2025•43 min
Trivariate’s Adam Parker, American Century Investments’ Mike Rode and JP Morgan Asset Management’s Jordan Jackson weigh in on today’s market action and map out where they see stocks headed from here. Plus, Ankur Crawford from Alger highlights the stocks she is betting on amid all of the tariff uncertainty. And, Cais founder Matt Brown discusses alternative investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ...
Apr 15, 2025•43 min
Brenda Vingiello of Sand Hill Global Advisors and Jose Rasco of HSBC break down the market action as investors weigh the impact of ongoing tariff developments. Our Megan Cassella reports on the latest from the White House on tariffs. Gil Luria of D.A. Davidson shares perspective on how tech names like Apple and Nvidia could be affected by trade tensions. Monica Guerra of Morgan Stanley Wealth Management joins to discuss how she is advising clients amid the policy uncertainty and its implications...
Apr 14, 2025•43 min
Is the bulk of the market damage behind us amid all of the tariff twists and turns? We discuss with Solus’ Dan Greenhaus, Robinhood’s Stephanie Guild and Invesco’s Brian Levitt. Plus, top chip analyst Stacy Rasgon from Bernstein tells us which semi stocks could benefit the most from President Trump’s new tariff exceptions. And, JPMorgan’s Matt Boss tells us which names he’s betting on in the retail space right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo...
Apr 14, 2025•43 min
The major averages posted their best weeks in over a year, despite some major down days, after Wednesday’s historic rally. Bob Elliott of Unlimited and Charlie Bobrinskoy of Ariel Investments discuss the day’s equity action and investor positioning. Our Leslie Picker reports on developments in the banking sector. Krishna Guha of Evercore ISI joins to break down the Fed outlook, recession odds, and how tariffs and recent data are factoring into macro policy expectations. Angelo Zino of CFRA share...
Apr 11, 2025•43 min
