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.
Feb 07, 2025•42 min•Transcript available on Metacast 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.
Feb 07, 2025•42 min•Transcript available on Metacast Intuitive Machines made history in 2024 with the first successful private lunar lander mission. Now, the company aims to do it again with its Athena spacecraft next month, carrying a collection of payloads. Intuitive Machines CEO Steve Altemus joins Morgan Brennan to discuss the mission, the business model and the company’s long-term vision.
Feb 07, 2025•33 min•Transcript available on Metacast Amazon is the latest megacap tech company to report earnings and we have you covered form every angle. Other names reporting include Pinterest, Expedia, Elf Beauty and Take-Two. Barbara Doran of BD8 Capital gives her take on what the earnings say about the broader economy. DA Davidson’s Gil Luria and Wedbush’s Scott Devitt break down Amazon’s results, while Seaport’s Aaron Kessler weighs in on Pinterest. Blackstone’s Kathleen McCarthy shares her outlook on real estate investing and why she is ch...
Feb 06, 2025•44 min•Transcript available on Metacast 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.
Feb 06, 2025•43 min•Transcript available on Metacast Jon Fortt and Morgan Brennan break down a big night for earnings with insights from Adam Crisafulli of Vital Knowledge and Scott Chronert of Citi Research. Ford CEO Jim Farley joins for an exclusive discussion on the automaker’s latest results. Plus, Ben Bajarin weighs in on Qualcomm and Arm earnings, and MP Materials CEO James Litinsky unpacks China’s dominance in rare earths market and how his company is working to bring the supply chain back to America.
Feb 05, 2025•43 min•Transcript available on Metacast 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.
Feb 05, 2025•42 min•Transcript available on Metacast A high-stakes earnings day with deep dives into major tech and consumer names. Sand Hill Global Advisors CIO Brenda Vingiello joins alongside CNBC’s Mike Santoli to break down the market reaction. Alphabet, Snap, and AMD are in the spotlight, with expert analysis from Roth MKM’s Rohit Kulkarni and Susquehanna’s Christopher Rolland. Plus, a key conversation on the U.S. approach to digital assets with White House AI & Crypto Czar David Sacks. Also on the docket: Jon Fortt’s exclusive sound from IB...
Feb 04, 2025•43 min•Transcript available on Metacast 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.
Feb 04, 2025•43 min•Transcript available on Metacast A packed show covering the latest in markets, earnings, and tech policy. Adam Kobeissi, Editor-in-Chief of The Kobeissi Letter , and Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, break down key market trends and positioning. A deep dive into Palantir’s earnings with a head-to-head debate between Dan Ives of Wedbush and Jefferies analyst Brent Thill. Plus, Booz Allen Hamilton CEO Horacio Rozanski joins exclusively to discuss the ripple effects tariffs and Trump 2.0. Our Eunice...
Feb 03, 2025•43 min•Transcript available on Metacast Just how vulnerable – or insulated – is the U.S. economy under various tariff scenarios? We break down the latest in the trade war and what it might mean for your money with Dan Greenhaus from Solus, Sameer Samana of Wells Fargo and Invesco’s Kristina Hooper. Plus, former Dallas Fed President Richard Fisher tells us what the tariffs could mean for the Fed and inflation. And, star technician Jeff DeGraaf says he is watching one key sector in the market right now – because if you lose that sector,...
Feb 03, 2025•42 min•Transcript available on Metacast Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives a deep five on the markets and how her clients are positioning. Our Seema Mody reports on the Nvidia CEO Jensen Huang's visit to the White House. Joseph LaVorgna, Chief Economist at SMBC Nikko Securities America, talks tariffs and the potential econnomic impact. Morgan has an exclusive interview with Baker Hughes CEO Lorenzo Simonelli after strong earnings. Alexis Ohanian, Reddit co-founder, talks DeepSeek, the promise of AI a...
Jan 31, 2025•43 min•Transcript available on Metacast We break down all of the latest developments from DC and what it could mean for your money with Washington Correspondent Megan Cassella and CNBC’s Senior Economics Reporter Steve Liesman. The Wharton School’s Jeremy Siegel tells us what he’s forecasting for stocks in the weeks ahead. Plus, star Apple analyst Erik Woodring from Morgan Stanley joins with his first reaction to that company’s quarterly report. And, noted value investor Scott Black reveals his top picks.
Jan 31, 2025•42 min•Transcript available on Metacast Public-private partnership Earth Fire Alliance includes Google, the Gordon and Betty Moore Foundation, The Minderoo Foundation, Environmental Defense Fund—and Muon Space. Fire Alliance Executive Director Brian Collins & Muon Space CEO Jonny Dyer join Morgan Brennan to discuss using space technology and AI to detect small fires before they become large and devastating, helping incident commanders make better-informed decisions about resource allocation.
Jan 30, 2025•26 min•Transcript available on Metacast It's another huge day of Big Tech earnings with the biggest company of all: Apple. Barbara Doran, CEO of BD8 Capital Partners, and Jose Rasco, CIO at HSBC Global Private Banking kick things off with where we are in the market right now. We break down earnings from Intel, KLA, Visa, Deckers, and U.S. Steel. Patrick Moorhead of Moor Insights discusses Intel’s report. We break down Apple from every angle withBarbara Doran, Patrick Moorhead, and Maxim Group’s Tom Forte, plus T. Rowe Price portfolio ...
Jan 30, 2025•43 min•Transcript available on Metacast What is riding on Apple results in Overtime? We discuss with Malcolm Ethridge from Capital Area Planning Group and Bryn Talkington of Requisite Capital. Top financial advisor Rich Saperstein from Treasury Partners tells us the one sector he is betting on in the wake of the Deepseek drama. And, we drill down on the big move in Caterpillar’s stock today.
Jan 30, 2025•43 min•Transcript available on Metacast It might be the most important hour of earnings season: Meta, Microsoft and Tesla all report their latest numbers — and set the tone for what comes next in the market. Adam Crisafulli of Vital Knowledge and our Michael Santoli kicks things off before we hear from the companies. Key earnings on deck include Microsoft, Meta, Tesla, IBM, and ServiceNow, with exclusive CEO commentary from Jon. Dan Ives of Wedbush joins to break down Microsoft, Meta, and Tesla results. Later, Gil Luria of D.A. Davids...
Jan 29, 2025•44 min•Transcript available on Metacast We kick off with Paul Hickey of Bespoke Investment Group and Charles Schwab's Kevin Gordon analyzing key market movements and economic trends. Starbucks reports earnings as new CEO Brian Niccols changes come into sharper focus; Wedbush analyst Nick Setyan breaks down what's ahead. F5 CEO François Locoh-Donou on the latest quarter. Commvault CEO Sanjay Michandani on protecting AI data and the implications of DeepSeek. Josh Wolfe of Lux Capital joins to discuss U.S.-China competition, defense tech...
Jan 28, 2025•44 min•Transcript available on Metacast What does the future of investing in AI look like and has the game truly changed? We discuss with Big Technology’s Alex Kantrowitz and Alger’s Dan Chung. Plus, some are calling the Deepseek development a boon to startups looking for cash. Rich Heitzmann from FirstMark gives his take. And, we discuss some big moves in the Bitcoin miners – and what’s at stake for that group.
Jan 28, 2025•43 min•Transcript available on Metacast Jan 27, 2025•43 min•Transcript available on Metacast The deep sink today in AI stocks weighing on the Nasdaq. So, is this really a watershed moment for investing in that space? We discuss with our own Deirdre Bosa and Bernstein’s Stacy Rasgon. Plus, Fundstrat’s Tom Lee tells us the names he would be buying on today’s dip. And, Nvidia shareholder Doug Clinton reacts to the stock’s worst single-day market cap loss in history.
Jan 27, 2025•43 min•Transcript available on Metacast Bob Elliott of Unlimited and Steve Sosnick of Interactive Brokers discussing key market moves. Tech takes center stage as Dan Niles previews next week’s major earnings. Aspen Strategy Group Executive Director Anja Manuel joins to explore Trump’s impact on China and trade. Speaks with Dr. Dajun Yang, CEO of Ascentage Pharma, about the first healthcare IPO of 2025. Hugh Son wraps up with insights on American Express and the strength of affluent consumers.
Jan 24, 2025•43 min•Transcript available on Metacast Stephanie Guild from Robinhood, NewEdge’s Cameron Dawson and Ayako Yoshioka of the Wealth Enhancement Group break down their predictions for the market this year. Plus, star investor Benchmark’s Bill Gurley weighs in on the drama between Elon Musk and Sam Altman. And, shares of Novo Nordisk jumped in today’s session on some critical obesity drug data. We explain all the details and what it could mean for the rest of the GL-P1 space.
Jan 24, 2025•43 min•Transcript available on Metacast Barbara Doran of BD8 Capital Partners and Crossmark Global Investments’ Bob Doll give their playbook for the market as earnings ramp up. Earnings from CSX and Texas Instruments. Susquehanna's Christopher Rolland joins to dissect TXN earnings and the chip sector, while Sheila Kahyaoglu from Jefferies on Boeing Q4 preannouncement. Jon Fortt sits down exclusively with Twilio CEO Khozema Shipchandler on the company's new growth targets. Keith Rabois of Khosla Ventures on the Trump economy, Musk vs. ...
Jan 23, 2025•46 min•Transcript available on Metacast Can stocks hit a new closing high and surge even higher from her? Solus’ Dan Greenhaus and New York Life Investments’ Lauren Goodwin weigh in. Plus, Goldman Sachs’ Meena Flynn – one of Barron’s 100 Most Influential Women in Finance – maps out her forecast for the market under a second Trump White House. And, top strategist Chris Verrone is flagging signs of life in one of 2024’s beaten down sectors.
Jan 23, 2025•43 min•Ep 3•Transcript available on Metacast Redwire is expanding into the defense market with its acquisition of aerial drone maker Edge Autonomy. Redwire previously won a Pentagon contract to build what is essentially an orbital drone...and that inspired a strategy to create a one-stop shop for "platform coverage" from the surface of the earth to the surface of the moon and beyond. Redwire CEO Peter Cannito joins Morgan Brennan to discuss the big bet on drones and what he expects from this next “Golden Age” of space.
Jan 23, 2025•24 min•Transcript available on Metacast Jon Fortt and Morgan Brennan guide you through an action-packed hour focused on market insights and earnings reports. Vital Knowledge's Adam Crisafulli and Truist Wealth's Keith Lerner set the stage with a comprehensive market panel. Calamos Investments CEO John Koudounis on launching the first protected Bitcoin ETF. Alcoa CEO William Oplinger shares insights into the company’s latest earnings, and our Eunice Yoon has a special look at how Chinese sellers are getting ready for tariff uncertainty...
Jan 22, 2025•44 min•Transcript available on Metacast 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.
Jan 22, 2025•43 min•Transcript available on Metacast It’s a jam-packed hour as earnings kick off in full force. Paul Hickey from Bespoke Investment Group and Mark Mahaney of Evercore ISI kick things off with a deep dive into the earnings landscape, including Netflix, United Airlines, and Capital One. IBKR Chairman Thomas Peterffy on his company’s latest quarter and margin activity, while former NBC Entertainment Co-Chairman Ben Silverman unpacks Netflix’s earnings results and the company’s long-term strategy. Steve Bornstein, former CEO of ESPN, s...
Jan 21, 2025•43 min•Transcript available on Metacast 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.
Jan 21, 2025•44 min•Transcript available on Metacast