Markets weigh new AI momentum and geopolitical jitters. Baird Investment Strategist Ross Mayfield breaks down investor sentiment as Bank of America Securities Senior Analyst Vivek Arya analyzes Broadcom’s new OpenAI deal and some bold chip sector calls. Our Eunice Yoon reports on China’s response to the President’s latest threats, and UiPath CEO Daniel Dines discusses automation’s evolving role in the workplace and his company’s soaring stock. Plus, our Kate Rogers examines the restaurant divide...
Oct 13, 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....
Oct 13, 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....
Oct 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....
Oct 10, 2025•47 min
Market concentration and big-cap dominance take center stage as Charlie Bobrinskoy (Ariel Investments) and Courtney Garcia (Payne Capital Management) weigh the risks of narrow leadership. Dave Mazza (Roundhill Investments) joins to explain why the Meme ETF is making a comeback amid renewed retail trading buzz and what it says about the state of the rally. NHL Commissioner Gary Bettman sits down to discuss the business of hockey and the league’s momentum. Plus, Robert Frank on why even luxury buy...
Oct 09, 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....
Oct 09, 2025•46 min
Markets weigh the ripple effects of the ongoing government shutdown as Kevin Mahn (Hennion & Walsh Asset Management) gives his analysis. John Ciampaglia (Sprott Asset Management) responds to Ray Dalio’s bold call to put 15% of portfolios in gold. Goldman Sachs’ Kash Rangan joins from San Francisco to discuss the key debates around the AI trade in software stocks. Our Robert Frank digs into where the crypto rich are really spending, and Federated Hermes’ Stephen DiNichilo breaks down a rally ...
Oct 08, 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....
Oct 08, 2025•43 min
Wealth strategist Nicole Webb (Wealth Advancement Group) joins to assess investor sentiment as the government shutdown enters its seventh day. Jim Cramer stops by the NYSE to talk NVIDIA and his new book. Plus, a First on CNBC interview with Michael Dell after his company raised its annual targets. Dell talks AI demand, its energy consumption and more. BlackRock’s Jeff Rosenberg shares his Q4 outlook for fixed income. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ...
Oct 07, 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....
Oct 07, 2025•43 min
OpenAI inks a big deal with AMD before announcing key partnerships and news at its developers event. Our Mackenzie Sigalos brings the important takeaways while Big Technology’s Alex Kantrowitz on the promise—and peril—of tech’s big spending on AI. Drew Pettit (Citi) and Keith Lerner (Truist Wealth) weigh in on broader market trends. Needham’s Bernie McTernan explains AppLovin’s meteoric rise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u...
Oct 06, 2025•43 min
Should the AI trade stand for “artificially inflated?” We discuss with Wedbush’s Dan Ives. Plus, Stempoint Capital’s Michelle Ross tells us what biotech names she is betting on right now. And, Sherry Paul from Morgan Stanley tells us how she is advising her clients with stocks at record highs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 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....
Oct 03, 2025•42 min
Former OMB Director Mick Mulvaney breaks down the shutdown showdown and its market impact—plus what the next key dates are for both sides. Warren Pies of 3Fourteen Research weighs in on the oil-versus-gold trade. TD Cowen’s Andrew Charles explains fresh moves in the restaurant space and why some brands are lagging with younger consumers. Our Contessa Brewer covers the bounce in sports betting stocks. Plus, Neil Dutta of Renaissance Macro looks ahead to the key economic catalysts on the horizon. ...
Oct 03, 2025•43 min
Maxar splits into two companies: Vantor and Lanteris. Both will remain Advent portfolio companies. Morgan sits down with Vantor CEO Dan Smoot to discuss the company’s rebrand, growth in key software revenue metrics and and how AI-powered satellite data is reshaping defense, navigation, and global security. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 02, 2025•18 min•Ep. 2
Wharton’s Jeremy Siegel joins to weigh in on markets, jobs data, the Fed, and how the government shutdown could dent GDP. Former Tesla exec Jon McNeill break down EV delivery numbers. Microsoft’s new commercial CEO Judson Althoff talks changes at the tech giant. Plus, USA Rare Earth CEO Barbara Humpton explains what government stakes in rare earth companies could mean for critical supply chains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection an...
Oct 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....
Oct 02, 2025•43 min
SEI CIO Jim Smigel on set why markets may look calmer but remain fragile. RockCreek CEO Afsaneh Beschloss breaks down global market momentum as China hits highs not seen since 2022 and central banks ease. Mizuho’s Dan Dolev weighs in on Visa’s stablecoin potential, and our Robert Frank unpacks record wealth concentration at the top. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Oct 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....
Oct 01, 2025•42 min
With a government shutdown looming, Emily Wilkins breaks down the latest from Washington. Malcolm Ethridge of Capital Area Planning Group and BTIG’s Jonathan Krinsky weigh in on the market setup, while Nike earnings take center stage with Oppenheimer analyst Brian Nagel. From Bentonville, AR, Morgan sits down with Walmart director and RZC Investments co-founder Steuart Walton, plus Sands Capital CEO Frank Sands, for exclusive conversations from the UP.Summit on investing, innovation, and what’s ...
Sep 30, 2025•43 min
What is the road ahead for stocks? We discuss with Trivariate’s Adam Parker, Courtney Garcia from Payne Capital and Bank of America Merrill Private Bank’s Chris Hyzy tell us what they think. Plus, FirstMark’s Rick Heitzmann tells us if he thinks an AI bubble is brewing. And, Richard Saperstein from Treasury Partners tells us what he thinks is the best strategy for your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of persona...
Sep 30, 2025•43 min
Mike Santoli weighs in on fresh AI bubble chatter as Victoria Greene of G Squared Private Wealth and Northwestern Mutual’s Brent Schutte size up the broader markets. Our Emily Wilkins breaks down the final 32 hours before a potential government shutdown. Wheaton Precious Metals CEO Randy Smallwood discusses the surge in metals, Plus, Morningstar’s David Swartz previews Nike earnings and what investors should watch next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informatio...
Sep 29, 2025•53 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....
Sep 29, 2025•43 min
Monica Guerra of Morgan Stanley Wealth Management on how markets and policy collide as a government shutdown looms. Citi’s Geoff Meacham outlines the risks for pharma, while HSBC’s Jose Rasco breaks down the market action as the AI trade shows signs of unwinding. IREN Co-CEO Dan Roberts explains the company’s pivot from bitcoin mining to AI cloud—and the explosive stock surge that’s followed. Plus, Adam Crisafulli of Vital Knowledge highlights key catalysts to watch for next week. Hosted by Simp...
Sep 26, 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....
Sep 26, 2025•43 min
As a government shutdown looms, Barbara Doran of BD8 Capital and Kevin Gordon of Schwab weigh in on markets against stronger-than-expected economic data. Emily Wilkins reports on whether mass federal firings are really possible, while Eamon Javers digs into the latest TikTok deal developments. On the corporate front, Melissa Repko breaks down Costco earnings, TD Cowen analyst Andrew Charles joins on Starbucks job cuts, and Okta CEO Todd McKinnon shares his outlook. Sara Malik of Nuveen debates w...
Sep 25, 2025•43 min
The global space economy has hit a record $613 billion, growing nearly 8% year over year. Morgan Brennan speaks with Space Foundation CEO Heather Pringle about what’s fueling the boom—like human spaceflight and national security initiatives such as Golden Dome. They also discuss investor enthusiasm, the role of AI, and why Pringle expects the sector to hit $1 trillion by 2032. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d...
Sep 25, 2025•17 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....
Sep 25, 2025•43 min
Charlie Bobrinskoy of Ariel Investments helps frame today’s market action, while KB Home earnings take the spotlight. Cristiano Amon, CEO of Qualcomm, joins with announcements from the Snapdragon Summit on AI investments, and ABB CEO Morten Wierod discusses how companies are handling the surge in power demand as AI consumption grows. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Sep 24, 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....
Sep 24, 2025•47 min
