Podcasts by Category
- 1831 - Nvidia Beats Estimates, Expects Supply Constraints For Several Quarters 11/20/24
Maybe the market’s 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 Bespoke’s Paul Hickey, Moor Insights & Strategy CEO Patrick Moorhead. Plus, one of the few analysts on the Street with a hold rating, DA Davidson’s Gil Luria, on what he needs to see to change his rating.
Wed, 20 Nov 2024 - 45min - 1830 - Closing Bell: Rally Roadblocks vs. Catalysts 11/20/24
Live from the Schwab Impact 2024 Conference in San Francisco Charles Schwab’s 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 what’s behind bitcoin’s big run.
Wed, 20 Nov 2024 - 42min - 1829 - Manifest Space: Space Policy Under Trump with Former NASA Administrator Jim Bridenstine 11/20/24
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 geopolitics—plus, whether Bridenstine would consider rejoining the space agency.
Wed, 20 Nov 2024 - 27min - 1828 - Microsoft CEO Talks AI ROI, New Copilot Features & Operating A Global Company; Qualcomm CEO On Diversifying Revenue 11/19/24
Jon sits down with Microsoft CEO Satya Nadella at his company’s Ignite conference. They talk customer demand for Microsoft’s AI products, the new features unveiled today and the ROI on AI spending. Qualcomm CEO Cristiano Amon on the company’s revenue targets and its plans for diversifying. Plus, Leon Panetta on the escalating tensions between Russia and Ukraine.
Tue, 19 Nov 2024 - 42min - 1827 - Closing Bell: Navigating an Indecisive Market 11/19/24
What are the key forces that will tilt this indecisive market one direction or the other? Solus Alternative Asset Management’s Dan Greenhaus, Merrill and Bank of America Private Bank’s 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 Nvidia’s report tomorrow after the bell.
Tue, 19 Nov 2024 - 42min - 1826 - Closing Bell: Market Frenzy Fading? 11/18/24
How does the risk-reward equation break down for the final six weeks of the year? New York Life Investments’ Lauren Goodwin, Vantage Rock’s Avery Sheffield and Invesco’s Brian Levitt tell us what they’re expecting into year end. Plus, Sung Cho of Goldman Sachs tells us what’s 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 Nordstrom’s big reports.
Mon, 18 Nov 2024 - 43min - 1825 - Closing Bell Overtime: Paul vs. Tyson Promoter On What’s At Stake; FICO CEO On Consumer Health 11/15/24
Stocks closed out a down week with declines across the major averages on Friday, led to the downside by tech. Morgan Stanley Global Head of Thematic and Macro Investing Ellen Zentner on what she is telling clients and RBC’s Lori Calvasina on what you need to know for the weeks ahead. Netflix is airing Jake Paul vs. Mike Tyson and promotor of the fight, Nakisa Bidarian, discusses what the event means for Netflix, Paul and the future of streaming sports. Jefferies’ Sheila Kahyaoglu on why defense stocks got hit this week—and what Elon Musk might have to do with it. Plus, FICO CEO William Lansing on the stock’s rip higher and how the consumer looks from his vantage point.
Fri, 15 Nov 2024 - 42min - 1824 - Closing Bell: Stocks, Rates & Risks Rising? 11/15/24
Where might the run for stocks and rates go from here? The Wharton School’s Jeremy Siegel, Hightower’s Stephanie Link and Ali Flynn Phillips of Obermeyer Wood break down their forecasts. Plus, star technician Jeff DeGraaf tells us how he is navigating the semi space ahead of Nvidia’s report next week. And, we tell you what to watch from all of the retail earnings coming up.
Fri, 15 Nov 2024 - 42min - 1823 - Closing Bell Overtime: Michael Saylor On Bitcoin's Rise; Emerging Markets Under Trump 11/14/24
The second straight down day for markets as the post-election rally breather extended into Wednesday. Charles Schwab Asset Mangement CIO Omar Aguilar and Evans May Wealth's Brooke May break down the market action. Calamos Investment Management co-CIO Nick Niziolek on how to invest in emerging markets under the second Trump administration. Microstrategy's Michael Saylor on bitcoin's surge, his stock's run and what's ahead for crypto.
Thu, 14 Nov 2024 - 43min - 1822 - Closing Bell 11/14/24
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.
Thu, 14 Nov 2024 - 59min - 1821 - Manifest Space: Q3 Results Boost Rocket Lab’s Stock to Lift Off with Rocket Lab CEO Peter Beck 11/13/24
Rocket Lab has surged, beating estimates for a better-than-expected results for its third quarter. CEO Peter Beck tells Morgan Brennan that the company is seeing record momentum in all its businesses, from its space systems segment to small launch rocket demand. Looking beyond the quarter the rocket startup raised its Q4 revenue guidance and is readying its medium launch rocket Neutron for its first flight next year. Founder & CEO Peter Beck and Morgan Brennan discuss the quarter, what a second Trump administration could mean for space policy – especially with SpaceX’s Elon Musk in the mix—and what he’s most excited about for space exploration.
Wed, 13 Nov 2024 - 11min - 1820 - Closing Bell Overtime: Rocket Lab CEO On Meteoric Growth Of Business, Space Policy Under Trump; Ibotta CEO On Earnings and Consumer 11/13/24
The post-election breather extended to its second day in a row as stocks lost steam in the final hour of trade. CFRA's Keith Snyder breaks down Cisco earnings. Greenlight's David Einhorn gives a new industrial pick he likes. Ibotta CEO Bryan Leach on the company's third results as a public company, how the consumer is faring and what the company plans to do if inflation returns to growth in 2025. Rocket Lab stock shot up more than 25% today; CEO Peter Beck talks the growth of the business, the company's plans under Trump 2.0 and how it is positioned relative to SpaceX.
Wed, 13 Nov 2024 - 43min - 1819 - Closing Bell: Great Expectations 11/13/24
Where are these markets likely to head over the next few months? Courtney Garcia of Payne Capital, HSBC’s Max Kettner and Capital Area Planning Group’s Malcolm Ethridge debate where they see stocks headed. Plus, top technician Jonathan Krinsky from BTIG says U.S. stocks seem to be the only game in town right now. He explains why. And we explain why Jetblue shares soared in today’s session.
Wed, 13 Nov 2024 - 42min - 1818 - Closing Bell Overtime: Shift4's Jared Isaacman on Earnings, Space Policy Under Trump; Ares Top Private Market Ideas 11/12/24
Stocks had their first down day since the election as investors took a breather and Treasury yields rose. Earnings Instacart, Skyworks, Cava, Flutter. Top analyst, Mark Mahaney of Evercore ISI, takes a deep dive on Spotify earnings and why he likes the company. Ares Global Head of Wealth Management Raj Dhanda on top opportunities in private markets and how to allocate under Trump 2.0. Shift4 Payments founder and CEO Jared Isaacman on earnings, the consumer and space policy.
Tue, 12 Nov 2024 - 43min - 1817 - Closing Bell: Can You Trust this Market? 11/12/24
Can the markets’ pro-growth, risk-on message of the past week be trusted? And how has it changed the setup into the year’s final stretch? Our all-star panel of Sofi’s Liz Young, Metlift’s Drew Matus and Thornburg’s Emily Leveille break down where they stand. Plus, Sherry Paul of Morgan Stanley Private Wealth breaks down her year-end playbook. And, we run through what to watch from Instacart, Occidental Petroleum and Flutter when those names report in Overtime.
Tue, 12 Nov 2024 - 42min - 1816 - Closing Bell Overtime: IAC CEO On Potentially Spinning Off Angi and M&A Opportunities; Insulet CEO On Strong Pump Demand and Expanding In The Type 2 Diabetes Market 11/11/24
The Dow closed above 44,000 and the S&P 500 closed above 6,000 for the first time as stocks extend their bullish run since the election. Bespoke’s Paul Hickey and Envestnet’s Dana D’Auria break down what could be ahead through year-end. Apollo Global’s Torsten Slok on the Fed’s next move. Insulet CEO Jim Hollingshead on the company seeing strong demand for its insulin pump. IAC CEO Joey Levin on the company’s decision to explore spinning off its ownership in Angi—and what he might do with the cash.
Mon, 11 Nov 2024 - 43min - 1815 - Closing Bell: China Tariffs Impact on Tech & EVs, the Road Ahead for Tesla 11/11/24
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.
Mon, 11 Nov 2024 - 41min - 1814 - Closing Bell Overtime: Sunnova CEO On Green Energy Under Trump; Cloudflare CEO On Earnings 11/8/24
The Dow and S&P 500 had their best weeks since last November. Sunnova CEO John Berger talks his stock’s selloff since election day—and why the market has it wrong. Cloudflare CEO Matthew Prince talks the latest earnings, an update on rebuilding the enterprise sales team and protecting the 2024 election. Plus, Robinhood Chief Brokerage Officer Steve Quirk on how users are trading on the platform since the election.
Fri, 8 Nov 2024 - 43min - 1813 - Closing Bell: What’s Not to Like? 11/08/24
With an already-strong bull market getting an extra kick from anticipated policy help and loosening Fed policy into a sturdy economy … what’s not to like? NewEdge’s Cameron Dawson, Truist’s Keith Lerner and Pointwealth Capital weigh in on where they see the markets – and your money – headed from here. Plus, Former Fed Governor Mishkin maps out what he is expecting from next week’s CPI print. And, RBC’s Lori Calvasina reveals her post-election playbook.
Fri, 8 Nov 2024 - 42min - 1812 - Manifest Space: Space Pick-and-Shovels with Leonid Capital Partners President James Parker 11/08/24
When it comes to capital in space and defense technology, the government and VC investors have remained king. But Leonid Capital Partners is doing something different: pivoting the industry to private credit. With the firm, companies—including clients like ABL Space Systems, Canopy Aerospace, Phase Four and more— can borrow against their government contracts. Co-Founder & President James Parker joins Morgan Brennan to discuss what’s enticing him now and the investing landscape writ large.
Fri, 8 Nov 2024 - 23min - 1811 - Closing Bell Overtime: Affirm CEO On Consumer Spending; Rivian CEO On Challenges 11/7/24
The S&P 500 and Nasdaq closed at record levels after the Fed cut by 25 basis points. Hightower's Stephanie Link and Jefferies' David Zervos break down what it means for investors. Earnings from Airbnb, Expedia, Block, Pinterest, Rivian, DraftKings, Affirm and Cloudflare. Affirm CEO Max Levchin talks about the latest results, latest trends on consumer growing and its growing number of merchant partners. Rivian CEO RJ Scaringe on why the company is seeing larger losses per car in than a year ago and what's ahead.
Thu, 7 Nov 2024 - 43min - 1810 - Closing Bell: The Impact of a Second Trump Administration 11/07/24
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.
Thu, 7 Nov 2024 - 40min - 1809 - Closing Bell: Fed Decision Preview 11/6/24
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.
Wed, 6 Nov 2024 - 46min - 1808 - Closing Bell Overtime: Stocks Surge To Records After Trump Victory; Palmer Luckey On New Defense Tech 11/06/24
The Dow, S&P 500 and Nasdaq all closed at record highs as stocks surged the day after Donald Trump's presidential victory. We break down what the next steps are going to be across the key sectors and for your money. Interactive Brokers' founder Thomas Peterffy talks about investors hoping for less regulation on Wall Street, while longtime tech investor Alan Patricof gives his take on what happens now for Big Tech and M&A. Plus, Anduril founder Palmer Luckey on the growing relationship between Silicon Valley and the Defense Department.
Wed, 6 Nov 2024 - 55min - 1807 - Closing Bell Overtime: Keith Rabois On 2024 Election, Chamber of Commerce CEO On Business On The Ballot; Super Micro Troubles 11/05/24
Keith Rabois, early investor in Affirm, Stripe, DoorDash and others, on why he is supporting Trump in the election—and why he changed his stance as a former Never Trumper. Chamber of Commerce CEO Suzanne Clark talks the business issues on the ballot and what is most important to the CEOs she represents. Plus, Lumen CEO Kate Johnson on her company's new deal with Google Cloud and why Big Tech is partnering with Lumen for building AI networks. Plus, investors sour on Super Micro's latest earnings.
Tue, 5 Nov 2024 - 43min - 1806 - Closing Bell: Rally Rising on Election Outcome? 11/5/24
What could the election’s result mean for this bull run? Our all-star panel of New York Life Investments’ Lauren Goodwin, iCapital’s Anastasia Amoroso and Charles Schwab’s Kevin Gordon reveal what they think is next for stocks. Plus, Glen Kacher from Light Street Capital tells us where he sees the mega-caps headed as we look toward the end of the year.
Tue, 5 Nov 2024 - 42min - 1805 - Closing Bell Overtime: Politics in Silicon Valley 11/04/24
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.
Mon, 4 Nov 2024 - 36min - 1804 - Closing Bell: Playing the Volatility 11/04/24
How should investors play the next few weeks? Trivariate’s Adam Parker, Invesco’s Kristina Hooper and BMO’s Yung-Yu Ma reveal their playbooks. Plus, Aswath Damodaran from NYU Stern School of Business weighs in on tech valuations now that mega-cap earnings are in the rearview mirror. And, top technician Chris Verrone tells us how he is navigating the uncertainty surrounding the election and upcoming fed meeting.
Mon, 4 Nov 2024 - 42min - 1803 - Closing Bell Overtime: Former PIMCO Chief Economist Paul McCulley On Weak Jobs Report; Goldman’s Tech Playbook 11/1/24
Former PIMCO Chief Economist Paul McCulley talks what’s next for the Fed after the weak October jobs report—and why he says there should be 150 basis points more of cuts. Goldman Sachs managing director Eric Sheridan gives his tech playbook after six of the Magnificent 7 have reported earnings and what trends he is watching in next weeks reports. Plus, Cleveland-Cliffs CEO Lourenco Goncalves on the company’s just-closed acquisition of Canada-based Stelco, the 2024 election impact on the steel industry, and why he calls the United States “sick” due to tariffs and imports.
Fri, 1 Nov 2024 - 43min - 1802 - Closing Bell: Election Volatility & Apple Earnings Aftermath 11/01/24
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.
Fri, 1 Nov 2024 - 42min - 1801 - Manifest Space: Astro Angels with Space Capital Managing Partner Chad Anderson 10/31/24
As the general election broaches, what is the future of space policy? Investors see the space economy as a bipartisan issue, with gains to be made on either side. On this episode, Space Capital’s Chad Anderson joins Morgan Brennan to break down his space investing thesis, how China is moving at “breakneck speed”, and SpaceX.
Thu, 31 Oct 2024 - 28min - 1800 - Closing Bell Overtime: Apple & Amazon Earnings; Intel CEO Pat Gelsinger 10/31/24
Nearly $5.5T in earnings reported after the bell, including behemoths Apple and Amazon. We have you covered with instant analysis and reaction from every angle. Plus, Pat Gelsinger, Intel CEO, discuss his company’s earnings, the outlook for the business and moving forward after some difficult quarters. iPhone co-creator Tony Fadell weighs in on Apple Intelligence and the company’s larger strategy with AI.
Thu, 31 Oct 2024 - 42min - 1799 - Closing Bell: Mega-Cap Earnings’ Market Impact 10/31/24
What lies ahead for your money over the remainder of the year? NewEdge’s Cameron Dawson breaks down what she’s expecting for stocks into year-end. Plus, Meena Flynn of Goldman Sachs tells us how she is navigating the uncertainty surrounding the election, earnings and the upcoming Fed decision. And, we run through what to watch from Apple and Amazon when those company’s report in Overtime.
Thu, 31 Oct 2024 - 43min - 1798 - Closing Bell Overtime: Microsoft & Meta Report Earnings; Coinbase CEO On Earnings, Election 10/30/24
Tech heavyweights Microsoft and Meta reported their latest numbers. We have you covered with instant analysis and reaction from Wedbush’s Dan Ives and Roth MKM’s Rohit Kulkarni. Coinbase Co-Founder & CEO Brian Armstrong talks about his company’s latest quarter and the broader crypto industry’s efforts ahead of the election. Plus, Doordash CFO talks reaching GAAP profitability for the first time.
Wed, 30 Oct 2024 - 43min - 1797 - Closing Bell: Major Move Higher Coming for Tech? 10/30/24
Is the tech trade about to make another major move higher in the weeks ahead? Trivariate’s Adam Parker, Sofi’s Liz Young Thomas and Invesco’s Brian Levitt debate where they stand. Plus, Alger’s Dan Chung – a Microsoft and Meta shareholder – tells us what he is expecting from those names when they report after the bell. And, we run through what to watch from Robinhood and Starbucks earnings.
Wed, 30 Oct 2024 - 42min - 1796 - Closing Bell Overtime: Google Earnings Instant Analysis; Chipotle Interim CEO Gives First Interview In Role 10/29/24
The earnings parade rolls on with Google, EA, Visa, Chipotle, Snap, AMD, Reddit and more. We have instant analysis and reaction from Evercore's Mark Mahaney, Bernstein's Stacy Rasgon and DA Davidson's Gil Luria. Plus, Chipotle interim CEO Scott Boatwright gives his first earnings interview in the role to talk his strategy for the company, the latest results and more.
Tue, 29 Oct 2024 - 43min - 1795 - Closing Bell: What’s Riding on Big Tech’s Big Reports? 10/29/24
Solus’ Dan Greenhaus, Payne Capital’s Courtney Garcia and BMO’s Brian Belski break down how they’re navigating a mega week for the mega caps. Plus, GeneDX CEO Katherine Stueland joins us to discuss her company’s big earnings beat. And, we reveal what to watch when Chipotle and AMD report results in Overtime.
Tue, 29 Oct 2024 - 42min - 1794 - Closing Bell Overtime: Ford CFO On Earnings, EV Market; Lux Capital’s Josh Wolfe On Investing In America 10/28/24
Ford CFO John Lawler joins in an exclusive interview to discuss Q3 earnings, the company’s guidance and what’s 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, RBC’s Lori Calvasina on what she’s watching for Big Tech earnings.
Mon, 28 Oct 2024 - 43min - 1793 - Closing Bell: Volatility Until the Vote? 10/28/24
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.
Mon, 28 Oct 2024 - 41min - 1792 - Closing Bell Overtime: iPod Inventor On Where Apple Stands Now And What’s Next; Getting Ready for Big Tech Earnings 10/25/24
Tony Faddell, inventor of the iPod and co-inventor of the iPhone, joins to discuss the recent spate of bearish Apple headlines—and 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 WSJ’s bombshell report on Elon Musk and Russia and T. Rowe Price’s Tony Wang on how to position ahead of Big Tech earnings next week.
Fri, 25 Oct 2024 - 42min - 1791 - Closing Bell: Pivotal Two Weeks for Stocks 10/25/24
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, 3Fourteen’s Warren Pies tells us why he sees stocks rallying into the year end. And, DataTrek’s Nick Colas is flagging what he says is a positive sign for the tech sector heading into 2025.
Fri, 25 Oct 2024 - 43min - 1790 - Closing Bell Overtime: Palantir CEO & L3Harris CEO On New Partnership, Defending America and Its Allies; Compass CEO On Housing Market 10/24/24
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 Tesla’s best day in over a decade.
Thu, 24 Oct 2024 - 45min - 1789 - Closing Bell: Chasing the Market into Year End 10/24/24
How should you play these markets over the remainder of the year? Virtus’ Joe Terranova, Merrill and BofA Private Bank’s Marci McGregor and Capital Area Planning Group’s Malcolm Ethridge tell us how they’re navigating the next few months. Plus, Erik Woodring from Morgan Stanley sets us up for Apple’s earnings next week. And, all the details behind Southwest’s stock drop after striking a deal with an activist investor.
Thu, 24 Oct 2024 - 43min - 1788 - Closing Bell Overtime: Earnings Bonanza, Including Tesla, IBM, ServiceNow 10/23/24
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 Tesla’s 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.
Wed, 23 Oct 2024 - 45min - 1787 - Closing Bell: The New Rate Reality 10/23/24
How could the new rate reality impact the road ahead for stocks? Wells Fargo’s Chris Harvey, Requisite Capital Management’s Bryn Talkington and HSBC’s 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.
Wed, 23 Oct 2024 - 42min - 1786 - Closing Bell Overtime: CDC Links McDonald’s Quarter Pounder to E. Coli Outbreak; First Interview With New Norfolk Southern CEO 10/22/24
The CDC announced a link between McDonald’s 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.
Tue, 22 Oct 2024 - 43min - 1785 - Closing Bell: Turbulent Path to a Soft Landing 10/22/24
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.
Tue, 22 Oct 2024 - 43min - 1784 - Closing Bell Overtime: Qualcomm CEO On New AI Mobile Chip; Glossier CEO On Profitability & 10 Years As A Company 10/21/24
Qualcomm CEO Cristiano Amon debuted his company’s new AI mobile chip right before joining to discuss the new chip’s performance, the AI strategy, Intel rumors and more. Glossier CEO Kyle Leahy breaks down her company’s 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.
Mon, 21 Oct 2024 - 43min - 1783 - Closing Bell: The Win Streak's Sustainability 10/21/24
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.
Mon, 21 Oct 2024 - 42min - 1782 - Closing Bell Overtime: Disregulating Commercial Space, iPhone Demand & Investing in International Markets 10/18/24
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.
Fri, 18 Oct 2024 - 43min - 1781 - Closing Bell: Case for Cyclicals & Small-Caps, Election Uncertainty, Netflix Earnings 10/18/24
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.
Fri, 18 Oct 2024 - 42min - 1780 - Manifest Space: Seeing Earth From A New Perspective with Maxar Space Systems CEO Chris Johnson 10/17/24
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.
Thu, 17 Oct 2024 - 18min - 1779 - Closing Bell Overtime: Netflix Earnings From Every Angle; Ben Silverman On Streaming Landscape 10/17/24
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 Netflix’s ad partners and its CEO discusses the streaming giant’s ad strategy and how it plans to grow. Plus, CSX CEO Joe Hinrichs on the health of the economy from his perspective and Robinhood Chief Brokerage Officer Steve Quirk on the company’s new Legend tool and the latest sentiment from the users.
Thu, 17 Oct 2024 - 43min - 1778 - Closing Bell: Netflix Q3 & The AI Race 10/17/24
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.
Thu, 17 Oct 2024 - 43min - 1777 - Closing Bell Overtime: Alcoa CEO On Earnings, Tariffs; Needham’s Laura Martin Dives Into Netflix 10/16/24
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 she wants to see from Netflix earnings this week and what to do with Apple stock.
Wed, 16 Oct 2024 - 43min - 1776 - Closing Bell: Sidestepping Seasonal Weakness 10/16/24
Have markets fully sidestepped the seasonal pre-election weakness? JP Morgan’s Gabriela Santos and Alger’s 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 Fed’s next move might be. And, star chip analyst Stacy Rasgon tells us how he is navigating the volatility in the semi space this week.
Wed, 16 Oct 2024 - 42min - 1775 - Closing Bell Overtime: Interactive Brokers Chairman On Election Betting; Navan and Brex CEOs On New Partnership 10/15/24
Stocks retreated from early trading gains to close in the red. Bespoke’s Paul Hickey and Truist’s 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 company’s new election forecasting service. Allianz’s Mohamed El-Erian on the economy and the markets – and why a soft landing is becoming more likely. Brex and Navan, two CNBC Disruptor 50 companies, have teamed up for a new partnership on business travel expenses. CEOs Pedro Franceshi and Ariel Cohen join to break down the new offering, plus what they are seeing in the startup markets right now.
Tue, 15 Oct 2024 - 43min - 1774 - Closing Bell: Alternative Investing, Energy Sector Declines & Chipmakers Drag Tech Lower 10/15/24
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.
Tue, 15 Oct 2024 - 43min - 1773 - Closing Bell Overtime: Flexport CEO On A Shortened Holiday Sales Season; Mark Mobius On Global Investing 10/14/24
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. Bernstein’s 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 time right now for logistics and shipping companies: coming out of a major port strike and looking ahead to less time for shoppers between Thanksgiving and Christmas.
Mon, 14 Oct 2024 - 43min - 1772 - Closing Bell: Stocks’ Tireless Push to New Highs 10/14/24
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? iCapital’s Anastasia Amoroso, Invesco’s Kristina Hooper and Citi’s 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 there’s more room for stocks to run… but it could be a bit of a bumpy ride. He explains why.
Mon, 14 Oct 2024 - 43min - 1771 - Closing Bell Overtime: Writer CEO On How They Lowered Costs For Training AI Models; Buffett’s Under-The-Radar Financials Winner 10/11/24
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 Buffett’s under-the-radar winner. Plus, reaction to breaking financial news from Boeing and analyzing the financials earnings that sent that sector into record territory.
Fri, 11 Oct 2024 - 45min - 1770 - Closing Bell: The Bull Run’s 2nd Anniversary 10/11/24
Equities just notched their fifth straight week of gains as optimism persists and the bull run enters its second year. Fundstrat’s Tom Lee, NB Private Wealth’s 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.
Fri, 11 Oct 2024 - 42min - 1769 - Manifest Space: Hurricane Watch with ICEYE U.S. CEO Eric Jensen 10/11/24
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.
Fri, 11 Oct 2024 - 30min - 1768 - Closing Bell Overtime: AMD CEO Lisa Su On New AI Chip, Growing Market Share 10/10/24
AMD unveiled its newest chip at today’s Advancing AI event. CEO Lisa Su joins fresh off the stage to discuss the chip’s 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 tonight’s Robotaxi event.
Thu, 10 Oct 2024 - 42min - 1767 - Closing Bell: Slower Fed, Smaller Gains? 10/10/24
Does a slower Fed mean smaller gains for stocks? Ed Yardeni of Yardeni Research, Newedge’s Cameron Dawson and Virtus’ Joe Terranova debate where they stand. Plus, T. Rowe Price’s Sebastein Page tells us why he is looking for opportunities to take on more risk right now. And, Charles Schwab’s Liz Ann Sonders and Kevin Gordon reveal how they are positioning into year-end.
Thu, 10 Oct 2024 - 43min - 1766 - Closing Bell Overtime: S&P 500’s 44th Record Close; Nvidia Up 25% In A Month 10/9/24
The Dow and S&P 500 powered to a record close in today’s session; we have you covered from every angle with BD8 Capital’s Barbara Doran, Payne Capital’s 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.
Wed, 9 Oct 2024 - 42min - 1765 - Closing Bell: Remarkable Run for Stocks 10/9/24
Capital Area Planning’s Malcolm Ethridge, American Century’s Mike Rode and Obermeyer Wood’s Ali Flynn Phillips tell us where they think the rally is headed. Plus, top wealth advisor Richard Saperstein reveals his year-end playbook. And, Phil Lebeau explains what’s behind the drop in Boeing’s stock today.
Wed, 9 Oct 2024 - 41min - 1764 - Closing Bell Overtime: Carli Lloyd On Her Path To Financial Security; Checking In On Boeing 10/8/24
Seeing increasing financial risk, S&P Global Ratings placed Boeing on credit watch with negative implications. Jefferies analyst Sheila Kahyaoglu breaks down what it means and the potential upside in the stock. Former Tesla Board Member Steve Westly on GM’s investor day and looks ahead to Tesla’s Robotaxi day. Carli Lloyd, 2x Olympic Gold Medalist, teams up with Betterment CEO Sarah Levy to launch a financial wellness campaign. She describes her path to financial wellbeing and security.
Tue, 8 Oct 2024 - 43min - 1763 - Closing Bell: The Resilient Market 10/8/24
Trivariate’s Adam Parker, Truist’s Keith Lerner and HSBC’s Max Kettner debate where they stand. Plus, Avery Sheffield from VantageRock breaks down her market playbook. And, tech stocks had a wild week with several downgrades .. but it still outperformed in today’s session. Tech shareholder Jason Snipe weighs in on where he thinks the sector is headed.
Tue, 8 Oct 2024 - 43min - 1762 - Closing Bell Overtime: Dan Niles On Tech Positioning, Meta Bull Case; Hamilton Lane Co-CEO On IPO Window 10/7/24
Stocks slid lower in afternoon trading, with energy the only positive sector on the day. Niles Investment Management Founder Dan Niles breaks down where he is positioning, why he likes Meta right now and what to do with your money. Erik Hirsch, Hamilton Lane Co-CEO, has AUM of nearly $1T. Hear his bull cases for infrastructure in private credit and tokenization. Plus, Charles Schwab’s Head Trading & Derivatives Strategist Joe Mazzola on where clients are buying and selling the most right now.
Mon, 7 Oct 2024 - 43min - 1761 - Closing Bell: The Case for Small Caps, Jobs Data & Geopolitical Tensions 10/7/24
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.
Mon, 7 Oct 2024 - 41min - 1760 - Closing Bell Overtime: Ark’s Cathie Wood on OpenAI Investment, Tesla Robotaxi; Jason Furman On Hot Jobs Report 10/4/24
Ark Invest’s Cathie Wood joins for a wide-ranging interview, including why she is upping her firm’s investment in OpeanAI, what she expects for next week’s Tesla Robotaxi event and her fund’s underperformance against the broader market. Plus, Jefferies’ David Zervos and Jason Furman break down the hot jobs report and what it means for the Fed going forward.
Fri, 4 Oct 2024 - 43min - 1759 - Closing Bell: Blowout Jobs Report Fuels Gains 10/4/24
Wharton School Professor Jeremy Siegel tells us what he thinks is next for this resilient market rally. Plus, Roger Altman – founder of Evercore ISI – tells us what he is forecasting from the fed meeting in November. And, top technician Jeff DeGraaf breaks down what he is calling “the most important market call right now.”
Fri, 4 Oct 2024 - 41min - 1758 - Manifest Space: Department of Defense’s $1 Billion Loan Program with Office of Strategic Capital Director Jason Rathje 10/3/24
The Department of Defense is prepared to award nearly $1 billion in loans to jumpstart technology critical to national security. The office, established in 2022, recently issued a Notice of Funding Availability laying out the criteria and application process for the Pentagon loans. The loans can be awarded to 31 categories ranging from quantum science to space propulsion. OSC Director Jason Rathje joins Morgan Brennan to discuss the new program and the intersection between technology and national security.
Thu, 3 Oct 2024 - 16min - 1757 - Closing Bell Overtime: Claudia Sahm Previews Tomorrow’s Key Jobs Report; Christie’s CEO On Luxury Spending Levels 10/3/24/
Stocks slipped in midday trading, but AI was a standout performer after Nvidia CEO Jensen Huang’s comments to Overtime about demand for its Blackwell chips. T. Rowe Price’s Dom Rizzo weighs in on the AI trade and what the next few years could look like. Claudia Sahm gives her take on the economy ahead of tomorrow’s major jobs report. Plus, Christie’s CEO Guillaume Cerutti on the art market and luxury spending levels.
Thu, 3 Oct 2024 - 43min - 1756 - Closing Bell: The Road Ahead for Your Money 10/3/24
NewEdge’s Cameron Dawson, Virtus’ Joe Terranova and Morgan Stanley’s Ellen Zentner break down how they’re navigating today’s volatility. Plus, Lo Toney from Plexo Capital tells us what he thinks is next for OpenAI after its massive funding round. And, we explain what’s behind the big drop in Hims & Hers stock today.
Thu, 3 Oct 2024 - 43min - 1755 - Closing Bell Overtime: Exclusive Interview Nvidia CEO Jensen Huang 10/2/24
An exclusive interview with Nvidia CEO Jensen Huang. Hear why he says we are already in the next wave of AI – and what comes after that. Plus, Accenture CEO Julie Sweet joins Huang to discuss the potential of enterprise AI. Plus, Secretary Pete Buttigieg gives his first comments since the port strike began.
Wed, 2 Oct 2024 - 46min - 1754 - Closing Bell: What’s Next for Stocks? 10/2/24
Trivariate’s Adam Parker, JP Morgan Asset Management’s Jack Manley and Wealth Enhancement’s Aya Yoshioka reveal their outlooks. Plus, OpenAI closed its latest round of funding. Kate Rooney breaks down all the details and Intelligent Alpha’s Doug Clinton tells us what this could mean for the broader AI space. And, Lauren Goodwin tells us what she thinks the fed’s latest move could mean for your money.
Wed, 2 Oct 2024 - 42min - 1753 - Closing Bell Overtime: Mideast Tensions Hit Markets; Flexport CEO On Port Strike Impact 10/01/24
Stocks dipped lower as Iran launched a missile attack on Israel, but by the end of the session had clawed back most of their losses. Bespoke’s Paul Hickey and Jefferies’ David Zervos break down how to be defensive during this volatility, plus former Deputy Assistant Defense Secretary Roger Zakheim on what next steps might happen in the Middle East. Nike reported its final earnings quarter before new CEO Elliott Hill takes the helm; Oppenheimer analyst Brian Nagel reacts to the numbers and talks why he likes the stock, despite it being in the doldrums this year.
Tue, 1 Oct 2024 - 43min - 1752 - Closing Bell: New Quarter for Stocks off to a Rocky Start 10/1/24
Today marks a new quarter for stocks with the economy, earnings , election and geopolitics all on investors minds. Morgan Stanley’s Chris Toomey – one of the country’s top investment advisors – reveals how he is navigating the market right now. Plus, star chip analyst Stacy Rasgon weighs in on the sell-off in the semi space. And, we break down what to watch when Nike reports in Overtime.
Tue, 1 Oct 2024 - 41min - 1751 - Closing Bell Overtime: Port Strike & Ford's EV Plan 9/30/24
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.
Mon, 30 Sep 2024 - 42min - 1750 - Closing Bell: The Strong Stretch For Stocks 9/30/24
How long can this bull run for stocks last? Solus Alternative Asset Management and BMO’s Brian Belski debate their outlooks. Plus, top technician Ryan Detrick tells us why he is banking on a rally into year-end. And, Carnival shares sank despite strong earnings. Seema Mody explains why – and what it could signal about the rest of the travel space.
Mon, 30 Sep 2024 - 43min - 1749 - Closing Bell Overtime: Behind OpenAI’s Funding, Executive Exodus; Former Fed President Loretta Mester 9/27/24
OpenAI is telling investors its funding round should close by next week despite recent executive departures, our Kate Rooney reports. Madrona Managing Director Matt McIlwain gives his take on the high-flying startup as well as why he says private equity is becoming increasingly active in tech deals. Former Cleveland President Loretta Mester gives her take on the Fed’s next steps, the consumer and more. Plus, our Robert Frank reports on the sudden uptick in global luxury stocks.
Fri, 27 Sep 2024 - 42min - 1748 - Closing Bell: Sidestepping Scary September 09/27/24
What is the state of the soft-landing debate? And how are stocks set up heading toward the fourth quarter? Our all-star panel of JP Morgan’s David Kelly, 3Fourteen’s Warren Pies and Neuberger Berman’s Shannon Saccocia give their outlooks. Plus, AB Bernstein’s Aneesha Sherman weighs in on the state of the consumer and what to watch from Nike earnings next week. And, BofA’s Savita Subramanian says the uptrend in value stocks could continue. She makes her case.
Fri, 27 Sep 2024 - 42min - 1747 - Manifest Space: Autonomous Drone Flight with Skydio CEO Adam Bry 09/27/24
The U.S. Commerce Department has unveiled a proposed a ban on Chinese software and hardware in connected vehicles on American roads—but it could expand to drones and other technology. Skydio co-founder & CEO Adam Bry joins Morgan Brennan on the heels of his company’s customer day. The largest maker of drones in the U.S., Bry and Brennan discuss the future of the technology, implications for public safety, & potential for package delivery by drones.
Fri, 27 Sep 2024 - 14min - 1746 - Closing Bell Overtime: Southwest CEO Takes On Activist Elliott; Time To Invest in China? 9/26/24
Investors cheered Southwest’s new three-year plan, unveiled by CEO Bob Jordan at today’s investor day. Jordan joins to discuss the steps the airline is taking to improve profitability while fending off activist investor Elliott Management. China stocks have been sharply higher this week after the government introduced measures meant to boost businesses. But Rockefeller International Chairman Ruchir Sharma isn’t so sure it will last. He shares why. Plus, Telsey analyst Joe Feldman reacts to Costco earnings.
Thu, 26 Sep 2024 - 43min - 1745 - Closing Bell: Fed's Path for Rate Cuts & Best Bull Market Buys 9/26/24
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.
Thu, 26 Sep 2024 - 43min - 1744 - Manifest Space: Sustainability & AI in Space with Planet Labs CEO Will Marshall 9/26/24
World leaders and policymakers are meeting for both the UN General Assembly and Climate Week this week: a primetime for Planet Labs’s latest product launch and satellite success. The company, which operates the largest earth observation constellation in low-Earth orbit, has unveiled the world’s first-ever forest carbon monitoring system at 3 meter resolution. Additionally, the publicly traded company revealed images from it new hyperspectral satellite, Tanager-1. CEO Will Marshall joins Morgan Brennan to discuss AI in the space race, and why he believes his company is positioning itself for a “multi-trillion dollar transition to a sustainable economy.”
Thu, 26 Sep 2024 - 14min - 1743 - Closing Bell Overtime: Rare Interview With Meta Chief Product Officer Chris Cox On New AR Headset 9/25/24
Meta unveiled its long-awaited AR headset at its Meta Connect developers conference. Chief Product Officer Chris Cox joins for a rare interview to talk the company’s AI strategy, spending and election efforts. Micron jumped on strong guidance after earnings; CFRA analyst Angelo Zino on what to do with the stock. Our Pippa Stevens reports on the surge in nuclear energy demand thanks to AI while Cameco CEO Tim Gitzel discusses his company’s plans to meet that demand.
Wed, 25 Sep 2024 - 43min - 1742 - Closing Bell: The Remarkable Rally 9/25/24
How much more can stocks rise? Fundstrat’s Tom Lee gives his expert market forecast. Plus, Meta held its annual “Connect” event today and announced a number of new hardware products and AI tools. Shareholder Gene Munster of Deepwater Asset Management tells us what he thinks this could mean for the stock. And, some big changes at OpenAI – Kate Rooney runs us through the details.
Wed, 25 Sep 2024 - 42min - 1741 - Closing Bell Overtime: Legendary Filmmaker James Cameron On AI In Hollywood; Exclusive Interview With Commerce Secretary Raimondo 9/24/24
Oscar-winning director James Cameron is joining the board of Stability AI and he joins to discuss what AI means for the future of moviemaking. Morgan sits down for an exclusive interview with Commerce Secretary Gina Raimondo to discuss new proposals to ban some Chinese and Russian components from connected cars starting in 2027, plus the future of Intel. Earnings and analysis on KB Home, plus key investor takeaways from today's weight-loss drug pricing hearing on Capitol Hill.
Tue, 24 Sep 2024 - 42min - 1740 - Closing Bell: Best Bull Market Opportunities 9/24/24
Where can investors find the best opportunities in this bull market? Trivariate’s Adam Parker, New York Life Investments’ Lauren Goodwin and Invesco’s Kristina Hooper break down where they are seeing strength right now. Plus, top technician Chris Verrone tells us which parts of the market he thinks are about to break out. And, Novo Nordisk shareholder Michelle Ross of Stempoint Capital gives her first reaction to the Novo Nordisk CEO testifying on Capitol Hill over weight loss drug pricing.
Tue, 24 Sep 2024 - 43min - 1739 - Closing Bell Overtime: Dow, S&P 500 record closes; Rare Microsoft downgrade 9/23/24
The Dow and S&P 500 closed at record highs – and our Mike Santoli gives a few market measures on why investor risk appetite is nowhere near stretched. Needham’s Laura Martin and LightShed’s Walter Piecyk on what their channel checks reveal from the iPhone 16’s first weekend of sales. DA Davidson’s Gil Luria issued a rare downgrade for Microsoft stock – he says rivals are catching up on AI. Plus, PIMCO chief emerging markets portfolio manager Pramol Dhawan on global hotspots to check out for your portfolio.
Mon, 23 Sep 2024 - 42min - 1738 - Closing Bell: The Fall Stretch for Stocks 9/23/24
Did the Fed just give the green light for more gains ahead? Blackrock’s Rick Rieder gives his take on the state of the market. Plus, venture capitalist Rashaun Williams tells us which growth names he is banking on right now. And, Leslie Picker caught up with Bank of America’s Brian Moynihan. We run through all the highlights – including what he had to say about the consumer.
Mon, 23 Sep 2024 - 43min - 1737 - Closing Bell Overtime: Dow record close, Intel/Qualcomm Merger Talks and iPhone 16 on sale 9/20/24
The Dow closing at a record high again following Wednesday's interest rate cut by the Fed. Dow component Intel rallying into the close after sources say rival Qualcomm approached the chipmaker about a possible merger. Moor Insights & Strategy CEO Patrick Moorhead says a deal makes a lot of sense for both companies and could get approval by regulators. Apple's iPhone 16 officially going on sale today amid concerns about demand. Tony Fadell, the co-creator of the iPhone and iPod, discusses what's at stake for Apple and weighs in on the importance of AI. Constellation Energy announcing it is reopening the Three Mile Island nuclear plant and selling that power to Microsoft for its AI data center needs. And Veriten's Michael Bradley discusses where the opportunities are for investors in nuclear power.
Fri, 20 Sep 2024 - 43min - 1736 - Closing Bell: Slowdown or Melt Up? 9/20/24
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.
Fri, 20 Sep 2024 - 45min - 1735 - Closing Bell Overtime: Fed-Fueled Rally, Nike CEO Change & FedEx earnings 9/19/24
The Fed's 50 basis point cut sparking a major rally on Wall Street and sending the Dow & S&P 500 to record closes. Tech the big winner driven higher by semiconductor stocks. Guggenheim Securities' Sr. Managing Director Eric Mandl thinks there's a wave of M&A coming in tech and explains which industries could be most ripe for mergers. Nike announcing CEO John Donahoe is stepping down and will be replaced by long-time Nike vetaran Elliott Hill who is returning to the company. FedEx missing earnings estimates and shares under pressure after the bell. Barclays transportation analyst Brandon Oglenski explains why the stock is getting hit so hard. And Hubspot CEO Yamini Rangan discusses her company's new AI tools for small and medium businesses — and what her customers are saying about the state of their spending right now.
Thu, 19 Sep 2024 - 43min - 1734 - Manifest Space: The First-Ever Private Spacewalk with Polaris Dawn Mission Commander Jared Isaacman 9/19/24
Polaris Dawn has done the impossible: making history with private citizens conducting a spacewalk. The extravehicular activity was done to test SpaceX’s new suits. Fresh off of splashdown, mission commander & Shift4 CEO Jared Isaacman joins Morgan Brennan to discuss the view from his walk, how this space mission compared to Inspiration4— his previous venture—and the path ahead for the Polaris Program.
Thu, 19 Sep 2024 - 26min - 1733 - Closing Bell: Stocks Rally Following Yesterday’s Big Rate Cut 9/19/24
How much fuel is left in the market’s rocket boosters after gains eight of the past nine days? Our all-star panel of NewEdge’s Cameron Dawson, Virtus’ Joe Terranova and Payne Capital’s Courtney Garcia debate where they stand right now. Plus, Morgan Stanley’s Sherry Paul tells us why investors should be recalibrating their portfolios now that we are in a rate cutting cycle. And, Apple got a big boost in today’s session and led the tech sector higher. We break down what’s behind that bounce.
Thu, 19 Sep 2024 - 42min - 1732 - Closing Bell Overtime: Fed Day Special 9/18/24
Stocks closed mostly lower after the Fed cut rates by 50 basis points in the first cut since the early days of the pandemic. Jefferies’ David Zervos and BD8’s Barbara Doran discuss the market reaction and where stocks could head in the post-cut world. Investor Dan Niles talks about the impact on tech stocks and energy. Mark Mobius breaks down global market opportunities. Former Boston Fed President Eric Rosengren weighs in on where Fed policy could head next.
Wed, 18 Sep 2024 - 42min
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