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.
The S&P 500 and Nasdaq closed at record highs and Jefferies Chief Market Strategist and Unlimited CEO Bob Elliott break down whats powering the latest leg higher and what could derail the run. Morgan is in California at the Reagan National Defense Forum and she sits down for key interviews with Booz Allen Hamilton CEO Horacio Rozanski and Palantir CTO Shyam Sankar to talk the new partnership between the two companies and what investors need to know about the incoming Trump administration. Samsar...
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....
The S&P 500 recorded its first down day of December as stocks pulled back from record levelsbut it was another busy Overtime session with earnings from Asana, HPE, Ulta, Lululemon, Victorias Secret, Rubrik, Docusign, Gitlab and Samsara. Oppenheimer analyst Brian Nagel breaks down why the not that bad quarter for the retailer is actually a positive sign. Rubrik CEO Bipul Sinha on the companys blowout quarter and its growth momentum. ServiceNow Bill McDermott talks its AI strategy and partnerships...
As records keep falling, should your exposure to stocks keep increasing? JP Morgan Asset Managements Gabriela Santos, Virtus Joe Terranova and BMOs Yung-Yu Ma discuss how investors should be positioning. Plus, Mark Okada from Sycamore Tree Capital Partners tells us what he thinks a second Trump term could mean for your money. And, we tell you whats behind the big drop in Uber and Lyft today.
Alphabet CEO Sundar Pichai talks how search is going to change in the next year, plus its latest efforts in AI from Dealbook Conference. Morgan sits down with Vivek Ramaswamy at CNBC CFO Council to talk what his plans are for the Department of Government Efficiency. Synopsys CEO Sassine Ghazi on the latest quarter and the macro spending environment. Mirion CEO Tom Logan on partnering with big tech to use its nuclear technology.
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....
The S&P 500 and Nasdaq closed at record highs but the action continued after the bell: closely-watched bellwether Salesforce reported earnings and Wedbush analyst Dan Ives breaks down the key numbers. Our Leslie Picker reports on BlackRocks bet on private credit while Raymond James Global Head of Private Capital Advisory Sunaina Sinha Haldea on what Trump 2.0 means for private market investors. Pure Storage CEO Charles Giancarlo joins to talk earnings exclusively before the call. Plus, Iren co-C...
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....
The S&P 500 notched its 54threcord close of the year as markets get ready for a busy week of data and earnings. Allianz Chief Economic Advisor Mohamed El-Erian breaks down what will be most important for investors. Intel CEO Pat Gelsinger retired from his position; Jon takes a look at the winding road of his tenure and Moor Insights & Strategy's Patrick Moorhead shares what happens next. Klaviyo CEO Andrew Bialecki kicks off Cloud Week with a look at what social strategies are most effective for...
Why are stocks still likely to rise in December? Cheryl Young of Rockefeller Global Family Office, Hightowers Stephanie Link and Invescos Kristina Hooper debate where they think stocks could be headed into the new year. Plus, top technician Jason Hunter is raising the red flag on one key part of the market. And Citis Kristen Bitterly tells us where she thinks investors should be positioned in these final few weeks of 2024.
Anduril Industries is a fast-growing defense tech startup best know for attack drones, robot submarines and unmanned fighter jets. The company is now forging forward into the next domain: space. Earlier in November, Anduril won a $100 million contract with the U.S Space Force to upgrade its military satellite sensor network. The company is also developing its own spacecraft, partnering with other venture-backed space startups like Apex and Impulse Space. On this episode, Senior Vice President of...
The Dow and S&P 500 set record closes on this holiday-shortened trading day. Meantime, it was the best month of the year for the Dow. G Squared's Victoria Greene and HSBC's Jose Rasco break down what's ahead for investors. Wedbush's Dan Ives on Microsoft's prospects amid a potential federal investigation. Axon CEO Rick Smith on his stock's wild run higher. Flexport CEO Ryan Petersen on the headwinds retailers are facing into year-end. Brown Harris Stevens CEO Bess Freedman talks the luxury marke...
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....
Neuberger Berman portfolio manager John San Marco gives his top retail picks for the holiday season. Former NEC Chief Economist Joe Lavorgna on what to expect under Trump 2.0. Tony Fadell, new Ledger board member, and Pascal Gauthier, Ledger CEO, on making a hardware product for digital currencies. Zeta Global CEO David Steinberg on early data signals from shoppers on what will win this holiday season.
Can the market continue to rotate its way higher and take advantage of those holiday-season tailwinds? Trivariates Adam Parker, Requisite Capitals Bryn Talkington and Ned Davis Researchs Ed Clissold map out their forecasts. Plus Laurie Goodman from Jefferies tells us where she is finding opportunity outside of stocks and bonds. And, top retail analyst Brian Nagel tells us whats at stake as we kick off a critical stretch for retail stocks.
The Dow and S&P 500 set record closes as the market shook off tariff and rates worries. Earnings from Autodesk, Workday, Nutanix, Dell, Nordstrom, Urban Outfitters and HP after the bell, plus Evercore analyst Peter Levine digs deep into CrowdStrikes earnings report. Former Alcoa and Siemens CEO Klaus Kleinfeld weighs in on how companies are planning for potential tariffs from the incoming Trump administration. Sheryl Palmer is CEO of Taylor Morrison, one of the nations largest homebuilders. She ...
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....
Former Cleveland Fed President Loretta Mester on Trumps Treasury nominee Scott Bessent and what it means for the markets. She also talks next move from the Fed. Jersey Mikes CEO Peter Cancro and 2x Super Bowl winning quarterback Eli Manning discuss their charitable efforts with the Meridian Health system. Peter also talks his companys sale to Blackstone while Eli talks his business investments since retirement and the NFLs recent approval of private equity investments in teams. Plus, UWM CEO Mat...
How long can this rally last as investors game-out what the new Trump administration will mean for the markets? Morgan Stanleys Chris Toomey and NewEdges Cameron Dawson break down where they see stocks headed into the end of the year. Plus, Vista Equity Partners Ashley MacNeill breaks down her 2025 software playbook. And, Kenny Dichter Real SLX Founder discusses the big business of sports betting.
Bitcoin traded above $99,800, closing in on the key $100,000 level. Michael Bressler and Benoit Bosc, x2B co-founders, talk whats driving the crypto right now and just how much higher the price can go. They also talk their new business as traditional-finance-workers-turned-bitcoin-advisors. Ward Nye, Martin Marietta CEO on what infrastructure spending will look like under Trump 2.0. Plus, Jason Trennert, Strategas Chairman, on the macro picture right now.
How long will these favorable trends remain investors friend, as we enter an even stronger seasonal period with the bulls confidence riding high? 3Fourteens Warren Pies, Raymond James Tavis McCourt and Crossmarks Victoria Fernandez break down their forecasts. Plus, Mithra Warrier from Citi tells us what she is expecting from hedge funds in the new year. And, Bitcoin closing in on $100K. EMJs Eric Jackson weighs in on what could be next for the crypto space.
Snowflake shares had their best day after reporting strong earnings. CEO Sridhar Ramaswamy on how the company is winning in the current environment. Bessemer Ventures Byron Deeter weighs in on the resumption of the software trade and whats next for Nvidia. Plus, Intuit CEO Sasan Goodarzi on the latest quarter and what the Department of Government Efficiency means for the companys business.
Where is the post-election rally headed from here? Nuveens Saira Malik breaks down her forecast and tells us where she is seeing opportunity right now. Plus, Notable Capitals Jeff Richards tells us how he is playing the tech space and where hes putting money to work right now. And, we explain whats at stake when Gap and Ross report results in Overtime.
Maybe the markets most closely-watched earnings report, Nvidia, reported strong third-quarter numbers. The chipmaker beat analyst expectations for earnings and revenue and provided strong guidance. We have you covered from every angle with Bespokes Paul Hickey, Moor Insights & Strategy CEO Patrick Moorhead. Plus, one of the few analysts on the Street with a hold rating, DA Davidsons Gil Luria, on what he needs to see to change his rating.
Live from the Schwab Impact 2024 Conference in San Francisco Charles Schwabs Liz Ann Sonders tells us what she thinks could be next for stocks. Plus, Malcolm Ethridge of Capital Area Planning Group and Odyssey Capital Adviors Jason Snipe tell us what they are expecting from Nvidia earnings out in Overtime. And, we break down whats behind bitcoins big run.
President-Elect Trump is set to be back in the White House, with space policy set to change accordingly. Former NASA Administrator Jim Bridenstine joins Morgan Brennan to discuss the future of the Artemis lunar program, space as the forefront of national security and geopoliticsplus, whether Bridenstine would consider rejoining the space agency.
Jon sits down with Microsoft CEO Satya Nadella at his companys Ignite conference. They talk customer demand for Microsofts AI products, the new features unveiled today and the ROI on AI spending. Qualcomm CEO Cristiano Amon on the companys revenue targets and its plans for diversifying. Plus, Leon Panetta on the escalating tensions between Russia and Ukraine.
What are the key forces that will tilt this indecisive market one direction or the other? Solus Alternative Asset Managements Dan Greenhaus, Merrill and Bank of America Private Banks Marci McGregor and Bryn Talkington of Requisite Capital Management break down their market takes. Plus, top technician John Kolovos tells us why he thinks Bitcoin could hit $200K. And, Doug Clinton of Intelligent Alpha tells us what he is expecting from Nvidias report tomorrow after the bell.
How does the risk-reward equation break down for the final six weeks of the year? New York Life Investments Lauren Goodwin, Vantage Rocks Avery Sheffield and Invescos Brian Levitt tell us what theyre expecting into year end. Plus, Sung Cho of Goldman Sachs tells us whats at stake when Nvidia reports results this week. And, top retail analyst Matt Boss from JP Morgan breaks down what he is watching from Walmart, Target and Nordstroms big reports.
