Solus Dan Greenhaus, Payne Capitals Courtney Garcia and BMOs Brian Belski break down how theyre navigating a mega week for the mega caps. Plus, GeneDX CEO Katherine Stueland joins us to discuss her companys big earnings beat. And, we reveal what to watch when Chipotle and AMD report results in Overtime.
Ford CFO John Lawler joins in an exclusive interview to discuss Q3 earnings, the companys guidance and whats ahead in the EV market. Lux Capital co-founder John Wolfe on launching Lux Labs to invest in the next American breakthrough and the rise in defense tech investing. Plus, RBCs Lori Calvasina on what shes watching for Big Tech earnings.
From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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.
Tony Faddell, inventor of the iPod and co-inventor of the iPhone, joins to discuss the recent spate of bearish Apple headlinesand makes his case for why Apple has a strategic advantage in AI not just right now but for years to come. Plus, the fallout from WSJs bombshell report on Elon Musk and Russia and T. Rowe Prices Tony Wang on how to position ahead of Big Tech earnings next week.
Between tech earnings and the election, the next two weeks are shaping up to be pivotal for the markets. Professor Jeremy Siegel tells us how he is navigating these upcoming events. Plus, 3Fourteens Warren Pies tells us why he sees stocks rallying into the year end. And, DataTreks Nick Colas is flagging what he says is a positive sign for the tech sector heading into 2025.
Morgan sits down with Palantir CEO Alex Karp and L3Harris CEO Chris Kubasik to talk the strategic partnership announced between the two firms, advancing AI in the military and defending America and its allies around the world. Compass CEO Robert Reffkin on the surge in new home sales and mortgage rates. Plus, digging into Teslas best day in over a decade.
How should you play these markets over the remainder of the year? Virtus Joe Terranova, Merrill and BofA Private Banks Marci McGregor and Capital Area Planning Groups Malcolm Ethridge tell us how theyre navigating the next few months. Plus, Erik Woodring from Morgan Stanley sets us up for Apples earnings next week. And, all the details behind Southwests stock drop after striking a deal with an activist investor.
A wild day of tech earnings, including from Tesla, IBM, Lam Research, ServiceNow, plus Las Vegas Sands and Mattel. High-profile analyst Dan Ives reacts to Teslas numbers and former board member Steve Westly gives a bigger picture take on where the EV-maker stands. Jon spoke with IBM CEO Arvind Krishna and ServiceNow CEO Bill McDermott before the earnings call and brings those comments to you.
How could the new rate reality impact the road ahead for stocks? Wells Fargos Chris Harvey, Requisite Capital Managements Bryn Talkington and HSBCs Max Kettner break down where they stand. Plus, Ashley MacNeill from Vista tells us where she is seeing opportunity in the software and tech space. And, we tell you what to watch from IBM and Tesla when they report after the bell.
The CDC announced a link between McDonalds and a multistate E. coli outbreak. Dr. Scott Gottlieb on what that means for the company and consumers. Morgan sits down with Norfolk Southern CEO Mark George for his first interview in the new role. Starbucks shares slid in Overtime after giving a Q4 warning and suspending its 2025 guidance. Plus, Evernote co-founder Phil Libin on tempering AI expectations.
From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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....
Qualcomm CEO Cristiano Amon debuted his companys new AI mobile chip right before joining to discuss the new chips performance, the AI strategy, Intel rumors and more. Glossier CEO Kyle Leahy breaks down her companys sales, its foray into fragrance and if an IPO could be in the future. Plus, Morgan Stanley Global Chief Economist Seth Carpenter on the latest data the Fed is watching.
From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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....
From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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....
From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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....
Maxar Space Systems is pioneering a new way to observe Earth from space. One of the original satellite manufacturing companies, CEO Chris Johnson joins Morgan Brennan to discuss the evolution of the company, advancements in satellite technology, and Maxar's role in NASA's Artemis program.
Netflix shares rose in Overtime after reporting earnings. We have you covered from all the angles: closely-followed analyst Mark Mahaney on the stock move; Propagate Content Chairman and former NBC executive Ben Silverman breaks down the content strategy and an update on the broader streaming wars; DoubleVerify is one of Netflixs ad partners and its CEO discusses the streaming giants ad strategy and how it plans to grow. Plus, CSX CEO Joe Hinrichs on the health of the economy from his perspectiv...
From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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....
Earnings season is in full swing and we have you covered with every angle. Get the numbers from CSX, Kinder Morgan, SL Green, Alcoa, Discover Financial, PPG and Steel Dynamics. Alcoa CEO William Oplinger talks the latest quarter and what impact tariffs is having on his business. Lithium Americas and GM announced a joint venture to developed a key mine in Nevada; LAC CEO Jonathan Evans on what the deal means for his company and the production timeline ahead. Plus, top analyst Laura Martin on what...
Have markets fully sidestepped the seasonal pre-election weakness? JP Morgans Gabriela Santos and Algers Ankur Crawford reveal where they think the rally will go from here. Plus, Former Dallas Fed President Robert Kaplan maps out what he thinks the Feds next move might be. And, star chip analyst Stacy Rasgon tells us how he is navigating the volatility in the semi space this week.
Stocks retreated from early trading gains to close in the red. Bespokes Paul Hickey and Truists Keith Lerner break down the market action, plus earnings from United Airlines, Interactive Brokers and JB Hunt. Interactive Brokers founder Thomas Peterffy talks why consumers keep joining his platform, plus the early feedback from the companys new election forecasting service. Allianzs Mohamed El-Erian on the economy and the markets and why a soft landing is becoming more likely. Brex and Navan, two ...
From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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....
Nvidia notched a record close today, along with the S&P 500 and Dow. We break down what the next catalyst or trap could be for markets. Bernsteins Stacy Rasgon on if Nvidia has more room to run. Famed emerging markets investor Mark Mobius breaks down the top opportunities he is seeing right now, along with the risks he sees around the globe. Sam Poser, Williams Trading retail analyst, on what lays ahead for new Nike CEO Elliott Hill as he takes the reins. Flexport CEO Ryan Petersen on a wild tim...
How much life is left in this overachieving bull run? And will good news on the economy continue to be treated as good for stocks? iCapitals Anastasia Amoroso, Invescos Kristina Hooper and Citis Scott Chronert reveal where they stand. Plus, Warren Pies from 3Fourteen tells us why he is expecting a soft landing and a year-end rally. And, top technician John Kolovos thinks theres more room for stocks to run but it could be a bit of a bumpy ride. He explains why.
Writer just released its latest LLM and its scoring across a range of benchmarks is impressive. Co-founder and CEO May Habib joins to discuss how the company lowered the costs of training its AI model and what that means for its competitive prospects. Our Kate Rooney reports on Warren Buffetts under-the-radar winner. Plus, reaction to breaking financial news from Boeing and analyzing the financials earnings that sent that sector into record territory.
Equities just notched their fifth straight week of gains as optimism persists and the bull run enters its second year. Fundstrats Tom Lee, NB Private Wealths Shannon Saccocia, and RBC Capital Markets Lori Calvasina share their expectations for Q4 and beyond. Plus, Wedbush Securities Dan Ives defends his Tesla bull case on a difficult day for that stock. And, former Cleveland Fed President Loretta Mester reveals her expectations for rate cuts as inflation cools.
In the wake of Hurricane Milton space companies like ICEYE are enabling real-time data and analysis of conditions on the ground. ICEYE U.S. CEO Eric Jensen joins Morgan Brennan to lay out how the company is collecting data of earth to help governments and companies respond faster and how the startup is channeling Apple to build its satellites.
AMD unveiled its newest chip at todays Advancing AI event. CEO Lisa Su joins fresh off the stage to discuss the chips capabilities, the updated production schedule and how its improving its software to enable easier switching between competitors. Apollo Global Partner Stephanie Drescher talks the growing interest in private markets and where she sees top opportunities. Plus, a Tesla bear vs. bull debate ahead of tonights Robotaxi event.
Does a slower Fed mean smaller gains for stocks? Ed Yardeni of Yardeni Research, Newedges Cameron Dawson and Virtus Joe Terranova debate where they stand. Plus, T. Rowe Prices Sebastein Page tells us why he is looking for opportunities to take on more risk right now. And, Charles Schwabs Liz Ann Sonders and Kevin Gordon reveal how they are positioning into year-end.
The Dow and S&P 500 powered to a record close in todays session; we have you covered from every angle with BD8 Capitals Barbara Doran, Payne Capitals Courtney Garcia and Citi Research Director of US Equity Strategy Drew Pettit. Our Steve Liesman breaks down the Fed minutes release from its last meeting. Nest Seekers International CEO Eddie Shapiro on luxury housing market.
