This holiday-shortened trading week ends with a tension-release rally pushing the key infexes further into record territory. So what could be next for your money? We discuss with Fundstrat’s Tom Lee, Truist’s Keith Lerner and Wealth Enhancement Group’s Aya Yoshioka. Plus, former Fed Governor Frederic Mishkin breaks down his first reaction to the jobs report and what it might mean for the Fed’s next move. And, Lisa Shalett – CIO of Morgan Stanley Wealth Management – tells us where she is finding ...
Jul 03, 2025•42 min
S&P 500 closed at a record high today. Our Kristina Partsinevelos tracks key stock movers, while Rick Santelli breaks down action in the bond market. Scott Wren of Wells Fargo and Adam Crisafulli of Vital Knowledge weigh in on where the second half of the year could be headed. Big Technology’s Alex Kantrowitz reacts to Microsoft’s plan to cut 9,000 jobs and what is says about broader tech labor landscape. Affirm CEO Max Levchin joins to discuss what he’s seeing from consumers and payment tre...
Jul 02, 2025•44 min
What’s next for stocks? Solus’ Dan Greenhaus, Hightower’s Stephanie Link and Invesco’s Brian Levitt. Plus, Plexo Capital’s Lo Toney tells us how he is playing the tech space right now. And, we get some top plays for your portfolio as we kick off the second half with Michael Bapis from Vios Advisors at Rockefeller Global.
Jul 02, 2025•43 min
Washington wrestles with the latest budget bill. Our Emily Wilkins breaks down the latest, followed by reaction to the Senate passing its version of it from OMB Director Russell Vought. Paul Hickey of Bespoke and Jose Rasco from HSBC weigh in on the market setup heading into the second half. Banks begin unveiling capital return plans—Leslie Picker tracks the headlines. Booking Holdings CEO Glenn Fogel joins on the travel boom ahead of July 4th and what he is seeing for summer.
Jul 01, 2025•44 min
What will drive the market for the remainder of the year? We discuss with Trivarite’s Adam Parker, Schwab’s Kevin Gordon and Robinhood’s Stephanie Guild. Plus, we break down the latest in the ongoing drama between President Trump and Elon Musk – and what it could mean for Tesla’s stock. And, Abby Yoder from JP Morgan Private Bank breaks out her playbook for the second half.
Jul 01, 2025•43 min
Two major narratives unfold — one on Wall Street, the other in Washington. We kick things off with market insight from Richard Bernstein of Richard Bernstein Advisors and Citi’s Scott Chronert. Stifel’s Brian Gardner breaks down the latest from D.C.. Evercore Chairman Emeritus and BlackRock Co-Founder Ralph Schlosstein weighs in on global M&A and the policy landscape. Plus, Morgan digs deep on the Army’s autonomous push. Rocket Lab CEO Peter Beck on space demand and the stock’s huge run....
Jun 30, 2025•50 min
Have the bulls stolen back the benefit of the doubt for keeps or is the case for caution rising along with stock prices? We discuss with Strategas’ Chris Verrone, Requisite Capital’s Bryn Talkington and Capital Area’s Malcolm Ethridge. Plus, Former Dallas Fed President Richard Fisher reveals his forecast for the fed. And, Morgan Stanley’s Mike Wilson is mapping out where he sees stocks headed in the second half.
Jun 30, 2025•43 min
Treasury Secretary Scott Bessent live from the White House lawn on pulling out of trade talks with Canada, the state of China rare minerals deal and if he would replace Powell as Federal Reserve Chair. Plus, S&P 500 and Nasdaq record closes—where do markets go from here?
Jun 27, 2025•47 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....
Jun 27, 2025•43 min
Morgan sits down with Pete Cannito, CEO of Redwire, and Kirk Konert, Managing Partner at, AE Industrial -- one of the few aerospace private equity firms out there--to discuss Redwire’s game-changing acquisition of Edge Autonomy and how it transforms the company. The conversation explores how drones, AI, and autonomous systems are reshaping modern warfare, the growing investment in defense tech, and the role of space in global deterrence strategies. Cannito and Konert share insights on navigating...
Jun 26, 2025•29 min
Our Rick Santelli breaks down the latest on the Fed speculation and its impact. Stephanie Link of Hightower and Keith Lerner of Truist weigh in on the market outlook. Nike earnings hit after the bell, and Oppenheimer’s Brian Nagel offers instant analysis on the Dow component. Our Diana Olick breaks down the state of the U.S. housing market, while our Pippa Stevens reports from Brooklyn on a new NYC wind farm project. Defense stocks also in focus, with top picks from Stifel's Jonathan Siegmann....
Jun 26, 2025•51 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....
Jun 26, 2025•43 min
Interactive Brokers’ Steve Sosnick and Invesco’s Brian Levitt break down the momentum and what could keep it going as the S&P 500 approaches record high. U.S. Special Envoy for Peace Missions Steve Witkoff discusses potential off-ramps to conflict in the Middle East and the state of the Iran-Israel ceasefire. PIMCO’s Pramol Dhawan weighs in on global markets and emerging risks. Vanguard Chief Global Economist Joe Davis lays out his midyear outlook for rates, growth, and asset allocation. Plu...
Jun 25, 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....
Jun 25, 2025•43 min
As Chair Powell testifies on Capitol Hill, BNY's Vince Reinhart offers insight into what it means for the Fed path and investor expectations. Victoria Greene of G Squared breaks down the market positioning. FedEx and AeroVironment earnings. Former Pentagon official Roger Zakheim weighs in on the state of ceasefire efforts in the Middle East while Crowdstrike CEO George Kurtz joins to talk the rising cyber threats coming from Iran. More on the wild moves in the energy market with Again Capital’s ...
Jun 24, 2025•44 min
Tech hit a new record high today with the Nasdaq 100 also approaching its own milestone. We discuss with Schwab’s Liz Ann Sonders. Plus, top technician Jeff deGraaf is highlighting three must-see charts he is watching right now. And, we drill down on some big moves in Carnival and Uber today.
Jun 24, 2025•42 min
As tensions rise in the Middle East, former Defense Secretary Mark Esper and Council on Foreign Relations President Richard Haass assess the responses and global ramifications. Payne’s Courtney Garcia and Mike Santoli weigh the market's reaction, while Arjun Murti of Veriten breaks down curious reaction in the energy markets. Tim Seymour analyzes moves in the dollar, gold, and global positioning. Plus, our Phil LeBeau reports on Tesla’s strong stock move today after the weekend’s rollout of its ...
Jun 23, 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....
Jun 23, 2025•43 min
San Francisco Fed President Mary Daly talks inflation, policy, and the path of the economy. Schwab’s Kevin Gordon weighs in on this week’s market action. Dan Ives of Wedbush breaks down Tesla’s Robotaxi momentum and IBM’s recent breakout. Meta CTO Andrew Bosworth talks the company’s AI push, competition with defense contractors, and joining the U.S. Army Reserve. Our Pippa Stevens reports on the high-stakes competition between states to land data centers—and what it’s costing taxpayers.
Jun 20, 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....
Jun 20, 2025•43 min
Markets digest the Fed's latest signals after keeping rates unchanged with David Zervos of Jefferies and former Richmond Fed President Jeffrey Lacker. Our Eamon Javers reports on the latest from the Middle East, while Sassan Ghahramani of SGH Macro Advisors assesses how geopolitical risk is being priced. Mat Ishbia, UWM CEO, weighs in on the mortgage and rate outlook. Barbara Doran of BD8 Capital joins with her take on positioning for the back half of the year.
Jun 18, 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....
Jun 18, 2025•39 min
Stocks fall in afternoon trading as investors weigh intensifying Middle East risks, a looming budget showdown, and this week’s Fed decision. Scott Wren of Wells Fargo says don’t overreact to geopolitical headlines. Olaolu Aganga of Mercer offers the global CIO view on allocation right now. Market impact from DC from Pangaea Policy founder Terry Haines. Plus: MP Materials CEO Jim Litinsky joins exclusively to discuss why rare earths are national security assets, his company’s stock surge and the ...
Jun 17, 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....
Jun 17, 2025•43 min
Despite mounting global tensions—from the Middle East to G7 trade diplomacy—the market grinds higher. Tony Roth of Wilmington Trust and Tim Urbanowicz of Innovator ETFs break down the resilience. Tech reclaims the spotlight in June. Tony Wang, Portfolio Manager at T. Rowe Price, weighs in on top picks. Former U.S. Ambassador to China Nicholas Burns joins to frame U.S.–China dynamics, G7 strategy, and Middle East risk and Jefferies’ David Zervos previews a key Fed meeting this week.
Jun 16, 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....
Jun 16, 2025•43 min
Krishna Guha of Evercore ISI and Bob Elliott of Unlimited assess the market landscape amid rising geopolitical risk. Helima Croft of RBC Capital Markets and our Pippa Stevens discuss oil’s spike. Atlantic Council CEO Fred Kempe weighs in on U.S.–Iran implications and potential offramps. Plus: Ivy Zelman of Zelman & Associates on housing stocks—and what’s next for builders.
Jun 13, 2025•43 min
Solus’ Dan Greenhaus, NewEdge’s Cameron Dawson and Capital Wealth’s Kevin Simpson weigh in on Iran’s retaliatory attack on Israel. Plus, Charles Schwab’s Liz Ann Sonders jumps on the CNBC newsline with her reaction to this afternoon’s events. And, legendary oil investor Mark Fisher breaks down the action in that sector.
Jun 13, 2025•50 min
Voyager Technologies, a commercial space and defense technology startup, has gone public. Skyrocketing more than 80% in its first day trading at the New York Stock Exchange, it reflects a milestone for the broader space. Co-founder & CEO Dylan Taylor joins Morgan Brennan from the stock exchange to talk about the new frontier for the company and space economy: Wall Street.
Jun 13, 2025•11 min
Jon sits down with AMD Chair & CEO Lisa Su at the company’s AI event where she unveiled a new raft of AI products. Our Steve Liesman breaks down the day’s data, dollar, and yields. Markets in focus with Ryan Detrick of Carson Group and Barbara Doran of BD8 Capital. Plus: Coinbase CEO Brian Armstrong from the Crypto Summit on what’s next for the industry, and Menlo Ventures’ Shawn Carolan, a Chime board member, on the company’s IPO and stock pop.
Jun 12, 2025•43 min
