The story continues to be the broadening as tech takes a slight breather today. Plus, another booming IPO could be a big signal for the overall outlook for stocks. We discuss with Trivariate’s Adam Parker, Charles Schwab’s Kevin Gordon and Mike Rode from American Century Investments. BTIG’s top technician out with a fresh note on small caps today. He joins us with what’s behind his call. Lo Toney from Plexo Capital tells us how he is navigating the tech space with the Nasdaq at new highs. And, A...
Aug 13, 2025•43 min
Kristina Partsinevelos breaks down the day’s market theme before Rick Santelli covers bond market moves following a lighter-than-expected CPI report. Daniel Hornung, former Deputy Director for the National Economic Council, shares his economic take, while earnings coverage includes CoreWeave and Cava. Jim Paulsen of Paulsen Perspectives and Sam Stovall of CFRA Research weigh in on market trends, and Nick Del Deo of MoffettNathanson reacts to CoreWeave’s results. Tanaya Macheel discusses bullish ...
Aug 12, 2025•44 min
The record run resumed with new questions about how far this rally can really go? Blackrock’s Rick Rieder gives us his take. Plus, former Dallas Fed President Robert Kaplan tells us what he thinks the Fed should do about interest rates. And, 3Fourteen’s Warren Pies tells us where he thinks stocks are heading – as we near another record close. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 12, 2025•43 min
Keith Lerner of Truist Wealth and Kevin Mann of Hennion & Walsh share their market outlook. Eunice Yoon reports on China’s latest crackdown on Nvidia’s H20 chips, followed by Dan Niles of Niles Investment Management on the profit impact for Nvidia and AMD. Curtiss-Wright CEO Lynn Bamford joins in her first broadcast interview in her role on global defense spending and the surge in demand for nuclear energy. Plus, Diana Olick on employers tightening return-to-office rules. Hosted by Simplecas...
Aug 11, 2025•44 min
The big battle between the U.S. and China taking center stage – and on two major fronts today. We discuss a deal for Nvidia and AMD to sell chips in China -- but with a catch – with Intelligent Alpha’s Doug Clinton. And we speak to the CEO of a company trying to shake-up the market for rare earths. Plus, Solus’ Dan Greenhaus weighs in on the race for the next Fed chair. And, cannabis stocks are flying high in today’s session. We tell you why. Hosted by Simplecast, an AdsWizz company. See pcm.ads...
Aug 11, 2025•47 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....
Aug 08, 2025•43 min
How much more does this record-setting rally have in the tank? Is it already in the early stages of rolling over? We discuss with Tom Lee from Fundstrat, Payne Capital’s Courtney Garcia and Ali Flynn Phillips from Obermeyer Wealth Partners. Plus, Renaissance Macro’s Jeff DeGraaf tells us why he thinks stocks could feel some pain ahead. And, the White House is reportedly reviewing new contenders for next Federal Reserve Chair. Steve Liesman explains – and Vantage Rock’s Avery Sheffield tells us w...
Aug 08, 2025•43 min
Impulse Space is expanding further into space. The in-space services startup has two space tugs in low earth orbit, but an upgraded spacecraft capable of going to geosynchronous orbit will launch this fall. Founder & CEO Tom Mueller was a founding member of SpaceX where his work on propulsion led the way for reusable rocket engines. He joins Morgan Brennan to discuss the new frontier, the startup’s $300M Series C funding round, and the potential for an IPO. Hosted by Simplecast, an AdsWizz c...
Aug 07, 2025•15 min
Kevin Gordon of Charles Schwab and Victoria Greene of G Squared weigh in on the broader market picture, while earnings roll in from Block, Expedia, Dropbox, Pinterest, and more. Mizuho’s Dan Dolev joins to break down the fintech landscape post-Block results, and Warner Music CEO Rob Kyncl joins to talk earnings and the bigger picture for the music industry. Plus: the Firefly IPO, the Lilly-Novo rivalry, and a White House push on private assets in retirement plans. Hosted by Simplecast, an AdsWiz...
Aug 07, 2025•43 min
The Wharton School’s Professor Jeremy Siegel tells us what he thinks the next catalyst for stocks might be. Plus, Saira Malik from Nuveen is mapping out her market playbook. And, top technician Jason Hunter is highlighting three things he is watching that could signal a pullback for stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 07, 2025•46 min
White House Council of Economic Advisors Chairman Stephen Miran weighs in ahead of the midnight deadline for tariffs ramping up. In Seattle, Jon sits down with Amazon’s VP of AI & Compute, David Brown, to discuss the company’s ambitions in artificial intelligence. Plus, Apple’s $100 billion investment analyzed with Patrick Moorhead and Steve Kovach. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 06, 2025•43 min
Tim Cook – CEO of Apple – is visiting the White House this afternoon. We discuss what is at stake for the company with Wedbush’s Dan Ives and CNBC’s Steve Kovach. Plus, Ashley MacNeill from Vista Equity Partners weighs in on the state of the IPO market. And, top technician Jonathan Krinsky of BTIG is flagging a downturn ahead. He tells us why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 06, 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....
Aug 05, 2025•41 min
Is this market just taking a breather before launching its next leg higher or has momentum grinded to a halt? We discuss with Trivariate’s Adam Parker, Robinhood’s Stephanie Guild and Truist’s Keith Lerner. Plus, Morgan Stanley’s Sherry Paul breaks out her private wealth playbook. And, Jim Stewart – who wrote the book on Disney – tells us what he is watching from that company’s report tomorrow morning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collec...
Aug 05, 2025•43 min
Market discussion with insight from JP Morgan’s David Kelly and Bahnsen Group’s David Bahnsen. Rick Santelli and Steve Liesman weigh in on rates and labor. Palantir earnings take center stage with analyst Brent Bracelin and exclusive insights from CEO Alex Karp. Other earnings: Hims & Hers, Lattice, Simon Property, and Vertex Pharma. Plus: A look ahead to key earnings from AMD, Disney, and McDonald’s, and final thoughts on Elon Musk’s pay package. Hosted by Simplecast, an AdsWizz company. Se...
Aug 04, 2025•43 min
New questions swirl about the heath of the US economy and whether the Fed will soon cut interest rates. We discuss with DoubleLine’s Jeffrey Gundlach. Plus, we break down today’s big bounce with Bank of America’s Chris Hyzy and NewEdge Wealth’s Cameron Dawson. And we set you up for all the big earnings in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 04, 2025•46 min
Markets react to a full slate of headlines—from the weak July jobs report to Trump’s threats against the BLS. Stocks post their worst day in months. Bob Elliott of Unlimited and Michael Farr of Farr, Miller & Washington break down the broader setup while Goldman’s Eric Sheridan looks at the tech carnage. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 01, 2025•43 min
President Trump called for the Bureau of Labor Statistics Commissioner just hours after the agency reported slowing U.S. job growth. Allianz’ Mohamed El-Erian gives us his first reaction to that breaking news. Plus, stocks sank in the final hour of trade. Morgan Stanley’s Chis Toomey weighs in on that massive move – and tells us where he sees the recent rally headed. And, we hear from a star analyst following Apple’s blowout numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com ...
Aug 01, 2025•43 min
Apple's had its biggest revenue growth since December 2021—but it also has a space play in its back pocket. Apple owns a 20% stake in Globalstar, the satellite company that gives iPhones their space-based emergency service communications. Globalstar CEO Paul Jacobs joins Morgan Brennan to discuss the promise of satellite communications, physical AI and the fight for spectrum. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal da...
Jul 31, 2025•22 min
A massive hour of results: Amazon reports and we break it down with Roth MKM’s Rohit Kolkarni and BD8 Capital’s Barbara Duran. Coinbase CFO Alesia Haas joins post-earnings and before the call. Apple posts a strong quarter. We hear insights from DA Davidson’s Gil Luria and tech analyst Patrick Moorhead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 31, 2025•44 min
Tech investors anxiously awaiting results from Apple and Amazon in Overtime. We discuss what to watch with an all-star panel including Requisite Capital’s Bryn Talkington, Odyssey Capital’s Jason Snipe. Big Technology’s Alex Kantrowitz and Mark Mahaney from Evercore ISI. Plus, JP Morgan Private Bank’s Abby Yoder maps out where she sees the rally headed. And, Andrew Ross Sorkin joins Mike Santoli to discuss Figma’s market debut. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in...
Jul 31, 2025•43 min
Huge day of earnings kicks off with Microsoft and Meta. Markets react to the Fed with insight from Jefferies’ David Zervos. Other earnings include Qualcomm, Robinhood, and Ford. Jefferies’ Brent Thill and Constellation Research’s Ray Wang break down the tech results. Ford CEO Jim Farley joins to the latest quarter plus Ford’s EV strategy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 30, 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....
Jul 30, 2025•35 min
Markets digest a wave of earnings with Paul Hickey of Bespoke breaking down the trends. Visa, Starbucks, Booking Holdings, and Mondelez all report—with full team coverage. Nucor CEO Leon Topalian joins to discuss steel demand and economic signals. Evans May Wealth’s Brooke May previews a packed Wednesday featuring Jay Powell and Big Tech. Plus, breaking down a mega-merger in the rails with CEOs of Union Pacific and Norfolk Southern and CommVault CEO Sanjay Mirchandani on what was behind the cybe...
Jul 29, 2025•43 min
What might hold the key to the next move in this rally? We discuss with Trivariate’s Adam Parker, Invesco’s Brian Levitt and Capital Area Planning Group’s Malcolm Ethridge. Plus, we get a pulse check on the credit market with Mark Okada of Sycamore Tree Capital. And, top financial advisor Rich Saperstein tells us how he is advising his clients right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 29, 2025•43 min
Markets gear up for a critical week with trade, the Fed, and key earnings all on the table. Our Eamon Javers reports the latest from U.S.–China tariff talks in Stockholm, and Sameer Samana of Wells Fargo sets the big-picture scene. Longview Global’s Dewardric McNeal joins on how to make sense of trade headlines, while JPMorgan’s Matt Boss says it’s time to “Just Buy It” on Nike. T. Rowe’s Dom Rizzo previews a pivotal stretch for tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com...
Jul 28, 2025•43 min
What’s priced into the markets at the start of a week featuring the heaviest slate of tech earnings reports, a Fed meeting, a tariff deadline and a crucial jobs report? We discuss with our all-star panel of Solus’ Dan Greenhaus, JPMorgan’s Stephanie Aliaga and Strategas’ Chris Verrone. Plus, Bill Miller IV tells us how he is playing the crypto space right now. And, we break down big move in Nike today – and the analyst call that’s driving that action. Hosted by Simplecast, an AdsWizz company. Se...
Jul 28, 2025•43 min
The S&P 500 notched a record high every day this week – the first time since November 2021. Our Kristina Partsinevelos breaks down the biggest movers, with Rick Santelli on the bond tape and Malcolm Ethridge of Capital Area Planning Group on the setup. Brent Bracelin of Piper Sandler weighs in on Palantir and his Street high price target. Meme stocks pop back up—Steve Sosnick of Interactive Brokers is on that. Plus, Katie Stockton sets up the charts ahead of Big Tech earnings. Hosted by Simp...
Jul 25, 2025•45 min
ULA is preparing for its next Vulcan launch in what will be the first official national security mission for the new rocket. A joint venture between Boeing & Lockheed Martin, ULA will conduct several launches for the government and then turn back to its commercial customer Amazon in the fall. ULA CEO joins Morgan Brennan to discuss the latest launch forecast for the company, Amazon Kuiper, and the need for national security in space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz....
Jul 24, 2025•17 min
President Trump toured the Fed’s renovation alongside Chair Jerome Powell before taking questions from reporters. We break down all the angles with our Steve Liesman and Eamon Javers, as well as former Federal Reserve Vice Chairman Roger Ferguson on what it means. Plus, the market breakdown from Vital Knowledge’s Adam Crisfulli and Citi’s Scott Chronert. Intel earnings reaction with Bernstein’s Stacy Rasgon. CSX CEO Joe Hinrichs on earnings and consolidation rumors in the industry. Hosted by Sim...
Jul 24, 2025•52 min
