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, Sara Eisen and Scott Wapner guide listeners through each trading session and bring to you some of the biggest names in business.
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.
10/24/2024 • 45 minutes, 46 seconds
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.
10/24/2024 • 43 minutes, 9 seconds
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.
10/23/2024 • 45 minutes, 28 seconds
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.
10/23/2024 • 42 minutes, 40 seconds
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.
10/22/2024 • 43 minutes, 30 seconds
Closing Bell 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.
10/22/2024 • 43 minutes, 26 seconds
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.
10/21/2024 • 43 minutes, 39 seconds
Closing Bell 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.
10/21/2024 • 42 minutes, 2 seconds
Closing Bell Overtime 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.
10/18/2024 • 43 minutes, 31 seconds
Closing Bell 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.
10/18/2024 • 42 minutes, 31 seconds
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.
10/17/2024 • 18 minutes, 27 seconds
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.
10/17/2024 • 43 minutes, 28 seconds
Closing Bell 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.
10/17/2024 • 43 minutes, 17 seconds
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.
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.
10/16/2024 • 42 minutes, 44 seconds
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.
10/15/2024 • 43 minutes, 37 seconds
Closing Bell 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.
10/15/2024 • 43 minutes, 13 seconds
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.
10/14/2024 • 43 minutes, 23 seconds
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.
10/14/2024 • 43 minutes, 31 seconds
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.
10/11/2024 • 45 minutes, 16 seconds
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.
10/11/2024 • 42 minutes, 43 seconds
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.
10/11/2024 • 30 minutes, 11 seconds
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.
10/10/2024 • 42 minutes, 41 seconds
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.
10/10/2024 • 43 minutes, 7 seconds
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.
10/9/2024 • 42 minutes, 23 seconds
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.
10/9/2024 • 41 minutes, 32 seconds
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.
10/8/2024 • 43 minutes, 41 seconds
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.
10/8/2024 • 43 minutes, 17 seconds
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.
10/7/2024 • 43 minutes, 31 seconds
Closing Bell 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.
10/7/2024 • 41 minutes, 52 seconds
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.
10/4/2024 • 43 minutes, 23 seconds
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.”
10/4/2024 • 41 minutes, 27 seconds
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.
10/3/2024 • 16 minutes, 54 seconds
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.
10/3/2024 • 43 minutes, 25 seconds
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.
10/3/2024 • 43 minutes, 10 seconds
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.
10/2/2024 • 46 minutes, 7 seconds
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.
10/2/2024 • 42 minutes, 21 seconds
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.
10/1/2024 • 43 minutes, 33 seconds
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.
10/1/2024 • 41 minutes, 54 seconds
Closing Bell Overtime 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.
9/30/2024 • 42 minutes, 44 seconds
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.
9/30/2024 • 43 minutes, 2 seconds
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.
9/27/2024 • 42 minutes, 18 seconds
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.
9/27/2024 • 42 minutes, 23 seconds
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.
9/27/2024 • 14 minutes, 2 seconds
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.
9/26/2024 • 43 minutes, 37 seconds
Closing Bell 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.
9/26/2024 • 43 minutes, 15 seconds
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.”
9/26/2024 • 14 minutes, 37 seconds
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.
9/25/2024 • 43 minutes, 22 seconds
Closing Bell: The Remarkable Rally
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.
9/25/2024 • 42 minutes, 8 seconds
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.
9/24/2024 • 42 minutes, 48 seconds
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.
9/24/2024 • 43 minutes, 22 seconds
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.
9/23/2024 • 42 minutes, 44 seconds
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.
9/23/2024 • 43 minutes, 29 seconds
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.
9/20/2024 • 43 minutes, 26 seconds
Closing Bell 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.
9/20/2024 • 45 minutes, 57 seconds
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.
9/19/2024 • 43 minutes, 3 seconds
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.
9/19/2024 • 26 minutes, 1 second
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.
9/19/2024 • 42 minutes, 47 seconds
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.
9/18/2024 • 42 minutes, 47 seconds
Closing Bell: Fed Cuts Rates by 50 Basis Points 9/18/24
The Federal Reserve cut rates by 50 basis points today … and stocks fell in response. DoubleLine’s Jeffrey Gundlach gives his first take on what this could mean for the economy and your money. Plus, expert analysis from Senior Markets Commentator Mike Santoli.
9/18/2024 • 36 minutes, 29 seconds
Closing Bell Overtime: The Fed cut debate, Shake Shack CEO on the consumer, Intuit CEO on small business 9/17/24
The S&P 500 touched an intraday record the day before the Fed decision, where Wall Street is split on whether to expect a 25 or 50-basis-point cut. RBC’s Lori Calvasina, Vital Knowledge’s Adam Crisafulli, and Neuberger Berman’s Joe Amato all weigh in on their expectations and how the Fed could change the narrative. Shake Shack’s CEO Rob Lynch joins for his first interview since taking the helm at the company in May, with his read on consumer spending and Shake Shack’s place in the value menu wars. Plus Intuit’s CEO on the company’s new enterprise tools, Coursera’s CEO on the parts of the world benefitting from AI, and an update on Elliott’s activist battle with Southwest.
9/17/2024 • 43 minutes, 29 seconds
Closing Bell: Countdown to Critical Fed Decision 9/17/24
What should investors make of either a half or quarter point rate cut tomorrow? And where does that leave a market that seems priced for a soft economic landing? Rockefeller’s Cheryl Young, Sofi’s Liz Young Thomas and CIC Wealth’s Malcolm Ethridge break down their forecasts. Plus, DoubleLine’s Jeffrey Gundlach sits down with Scott Wapner one day before the Fed decision with his rate cut prediction. And, the Conoco Phillips CEO weighs in on oil prices and the broader energy sector.
9/17/2024 • 43 minutes, 20 seconds
Dead Zone Busting Satellites with AST SpaceMobile CEO Abel Avellan 9/16/24
AST SpaceMobile has successfully launched its first five Bluebird commercial satellites, in a major step towards building space-based service for smartphones. Founder & CEO Abel Avellan joins Morgan Brennan to discuss the company’s direct-to-cell service, how the business model compares to competitors like SpaceX’s Starlink, and whether the company has the cash it needs to build out a constellation.
9/16/2024 • 19 minutes, 9 seconds
Intel CEO Exclusive, the case for a 50-basis-point cut, Apple’s supply and demand question 9/16/24
Intel CEO Pat Gelsinger joins for an exclusive interview after a slew of news, including billions more in CHIPS Act funding, an expanded partnership with AWS, and a plan to set up a separate internal governance structure for its foundry business. Evercore ISI’s Julian Emanuel discusses the prospects of a 50-basis-point rate cut at this week’s Fed meeting. Bank of America Securities analyst Wamsi Mohan talks about demand for the latest iPhone Pro, as Apple’s stock takes a leg lower. Plus a side effect of the Fed decision that could add cash to Americans’ wallets, and the latest on the historic Polaris Dawn spaceflight.
Is the market’s growing confidence in that favored soft-landing scenario justified? And just how big are the Fed stakes for the fate of the bull market? Trivariate’s Adam Parker, Requisite Capital’s Bryn Talkington and Tavis McCourt of Raymond James debate where they stand. Plus, Former Federal Reserve Vice Chairman Alan Blinder makes the case for a 50 basis point cut at this week’s Fed meeting. And, Citi’s Mithra Warrier weighs in on the health of the hedge fund space heading into the end of the year.
9/16/2024 • 43 minutes, 1 second
Closing Bell Overtime Fundstrat’s Tom Lee On Tech’s Strong Week; Former United CEO On Boeing Strike
Fundstrat’s Tom Lee joins to discuss the recent move higher in the markets after the S&P 500, Nasdaq post their best weeks of the year. Interactive Brokers Chairman Thomas Peterffy on his company’s proposal to offer betting on US elections. Boeing stock one of the few laggards today after one of its unions voted to strike; former United CEO Oscar Munoz breaks down the steps ahead.
9/13/2024 • 43 minutes, 42 seconds
Closing Bell: Time to Go Big? 9/13/24
Does the market have it right that the Fed can go big with its first easing move… without sounding an alarm about the economy? Professor Jeremy Siegel, Hightower’s Stephanie Link and Ned Davis Research’s Ed Clissold give their predictions. Plus, top Apple analyst Erik Woodring from Morgan Stanley tells us how he is navigating the stock as pre-orders kick off. And, Alger’s Ankur Crawford reveals how she is trading tech’s big week.
9/13/2024 • 42 minutes, 34 seconds
Closing Bell Overtime: Adobe CEO On Earnings, Demand; Panera Founder On How To Win In Current Dining Market 9/12/24
The tech outperformance continued in trading today. BofA’s Jill Carey Hall and Schwab’s Omar Aguilar break down how to play the current market. Adobe CEO Shantanu Narayen on the latest quarter and what’s next for the company. United Wholesale Mortgage CEO and Phoenix Suns owner Mat Ishibia on mortgage demand and sport valuations. Ron Shaich, Panera founder and Cava Chair, on how to win consumers in the current environment.
9/12/2024 • 43 minutes, 22 seconds
Manifest Space AT&T’s Dead Zone Busting Satellites with AT&T Head of Networks Chris Sambar 9/12/24
AST SpaceMobile has successfully launched its first five Bluebird commercial satellites, in a major step towards building space-based service for smartphones. AT&T has been a strategic partner of the company since 2018, as well as a key investor and beneficiary of the mass market. Fresh off the launch, AT&T Head of Networks Chris Sambar, joins Morgan Brennan to discuss the commercial partnership, how its venture differs from Verizon’s investment in the company, and the future of satellites for smartphones.
9/12/2024 • 15 minutes, 39 seconds
Closing Bell: Trading a Broadening Tape 9/12/24
How should investors play the markets right now as the tape tries to broaden again? Solus’ Dan Greenhaus, Virtus’ Joe Terranova and Wealth Enhancement Group’s Ayako Yoshioka break down their market playbooks. Plus, Paul Rabil – Co-Founder and President of the Premier Lacrosse League – discusses all things sports and media rights and the league’s championship game this upcoming weekend. And, star analyst Stacey Rasgon weighs in on the recent comeback in chip stocks.
9/12/2024 • 43 minutes, 24 seconds
Closing Bell Overtime What Caused Today’s Dramatic Turnaround In Stocks? Michael Shvo On Reopening San Francisco’s Iconic Transamerica Pyramid 9/11/24
Stocks closed at session highs after a dramatic intraday turnaround, led by tech and chips. Goldman’s Eric Sheridan on what’s next for internet stocks and key takeaways from Communacopia conference. SHVO Ceo Michael Shvo on the journey behind reopening San Francisco’s Transamerica pyramid. Apllo’s Torsten Slok on the Fed. Sunnova CEO John Berger on the debate’s impact on solar stocks.
Altimeter’s Brad Gerstner joins Scott Wapner live from Goldman Sachs’ Communacopia conference talking all things tech. Plus, New York Life Investments’ Lauren Goodwin and Jason Snipe of Odyssey react to that big interview and discuss their forecasts for the market. And, shares of Novo Nordisk got a big boost thanks to some new weight loss drug data. We drill down on the details and what it could mean for the stock in the long run.
9/11/2024 • 42 minutes, 15 seconds
Closing Bell Overtime: ServiceNow CEO On New AI Offering; Financials Sell Off 9/10/24
Tech outperformed on the session as stocks try to claw back last week’s losses. Vital Knowledge’s Adam Crisafulli and Truist Co-CIO Keith Lerner break down the market action while T. Rowe Price’s Tony Wang on the tech trade and top under-the-radar picks. ServiceNow stock hit an all-time high after introducing its newest AI offering: Xanadu. CEO Bill McDermott talks adoption of the company’s products in the new AI age. Piper Sandler analyst Scott Siefers on what happened today to drag down the financial sector stocks.
9/10/2024 • 43 minutes, 34 seconds
Closing Bell 9/10/24
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.
9/10/2024 • 43 minutes, 19 seconds
Apple Unveils iPhone 16; Rubrik CEO Talks Earnings Before Analyst Call 9/9/24
Breaking down Apple’s newest offerings with Creative Strategies CEO Ben Bajarin, plus Jon walks through his checklist for event. Rubrik CEO Bipal Sinha on the company’s second quarterly report as a public company. Analysis of the strong quarter from Oracle with Wolfe’s Alex Zukin. Plus, where to find opportunity with Bespoke’s Paul Hickey and Wells Fargo’s Sameer Samana.
9/9/2024 • 43 minutes, 40 seconds
Closing Bell 9/9/24
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.
9/9/2024 • 41 minutes, 48 seconds
Global Tech Rout Deepens; Roblox CEO Outlines New Strategies 9/6/24
The slide in tech stocks extended the Nasdaq 100 posting its worst week since July while the S&P 500 had its worst week of the year. We have you covered from every angle, including the market action with Jefferies Chief Market Strategist David Zervos, Kestra Investment Management CIO Kara Murphy and G Squared Private Wealth CEO Victoria Greene. Plus, Dan Niles on what to do with big tech stocks. Roblox CEO David Baszucki talks the company’s growth plan and Samsara CEO Sanjit Biswas on strong earnings.
9/6/2024 • 43 minutes, 28 seconds
Closing Bell: Bumpy Road Ahead for Stocks? 9/6/24
The road ahead for stocks has gotten bumpier… but are there too many potholes to get around? Fundstrat’s Tom Lee, Solus’ Dan Greenhaus and Payne Capital’s Courtney Garcia break down their forecasts. Plus, Morgan Stanley’s Chris Toomey tells us how he is advising his clients ahead of this month’s critical Fed decision. And, homebuilders were a rare bright spot in today’s down tape. We tell you what’s behind that big bounce.
9/6/2024 • 42 minutes, 11 seconds
Sorting Space Junk with LeoLabs CEO Tony 9/5/24
Within the next decade, thousands of satellites are set to head to space, but satellites may need to duck for cover. As more payloads enter low Earth orbit, space junk— debris from previous rocket launches, inactive satellites, and more—is also on the rise. LeoLabs is a startup that analyzes it all, and says number of active payloads it tracks has increased tenfold. With an additional 13,000 pieces of debris in orbit, what’s the future of space traffic management? CEO Tony Frazier joins Morgan Brennan to discuss the trajectory of space traffic, using AI to analyze satellites, and his six months on the job.
9/5/2024 • 25 minutes, 6 seconds
Closing Bell Overtime: Cleveland-Cliffs CEO On Nippon, US Steel Deal; L3Harris CEO On Global Threats 9/5/24
Cleveland-Cliffs CEO Lourenco Goncalves says in an exclusive interview with Closing Bell Overtime that the offer for US Steel is still on the table and he is working with JPMorgan and Wells Fargo on a plan. L3Harris CEO Chris Kubasik talks global threat levels, disruption in the defense sector and what impact the 2024 election will have. Secureworks CEO Wendy Thomas on what a possible deal for the company would look like. Plus, Bernstein’s Stacy Rasgon reacts to Broadcom earnings.
9/5/2024 • 43 minutes, 39 seconds
Closing Bell: Jobs Report Jitters 9/5/24
How much does tomorrow’s jobs report matter to the bull market? Charles Schwab’s Liz Ann Sonders gives her take. Plus, LA Rams president Kevin Demoff reacts to being ranked #2 on CNBC’s inaugural NFL valuations list. And, we break down what is behind Tesla’s big charge higher today.
9/5/2024 • 43 minutes, 14 seconds
Closing Bell Overtime: Chips Slide Extends Into Second Day; C3 AI CEO On Quarter; ZScaler CEO On Weak Billings Guidance 9/4/24
Stocks pared losses into the close, but the Nasdaq was lower for the second-straight day as the slide in chips continued. C3 AI CEO Tom Siebel discusses the latest quarter in first comments before the analyst call while ZScaler CEO Jay Chaudhry breaks down the weak billings guidance that scared investors. Palo Alto Networks CEO Nikesh Arora on closing its IBM deal and the impact of Crowdstrike. Plus, Grant’s Interest Rate Observer founder Jim Grant on what’s next for inflation and the Fed.
9/4/2024 • 43 minutes, 33 seconds
Closing Bell: Skittish Stocks 9/4/24
Are we heading for another stretch of volatility? Sofi’s Liz Young Thomas, iCapital’s Anastasia Amoroso and BMO’s Yung-Yu Ma give their forecasts for stocks. Plus, Wells Fargo’s Chris Harvey tells us how he will navigate a potential rate cut and the upcoming election. And, CNBC’s Jim Cramer storms Post Nine with some breaking news on Nvidia.
9/4/2024 • 42 minutes, 24 seconds
Tech Tumbles To Start Month; Nvidia Sheds Nearly $300B In Market Cap 9/3/24
A rough start to the trading month as tech and chip stocks sent the market lower. We have you covered from every angle. Plus, Moor Insights & Strategy’s Patrick Moorhead on reports of the DoJ subpoenaing Nvidia and former United CEO Oscar Munoz on what’s next at Boeing and Southwest.
9/3/2024 • 42 minutes, 45 seconds
Closing Bell 9/3/24
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.
9/3/2024 • 46 minutes, 40 seconds
Closing Bell Overtime 8/30/24
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.
8/30/2024 • 42 minutes, 45 seconds
Closing Bell 8/30/24
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.
8/30/2024 • 43 minutes, 26 seconds
A Stellar Human Spaceflight Summer with Former NASA Deputy Administrator Lori Garver 08/30/24
From astronauts stuck at the I.S.S. to Blue Origin’s latest suborbital spaceflight, it’s been a big week for human spaceflight. Commercial players have dominated the skies since the development of the Commercial Crew Program—helping to kick off a new era of public-private partnerships in space. Lori Garver, NASA’s former Deputy Administrator, was a key architect in the program. She joins Morgan Brennan to parse through how Boeing can recover from its latest Starliner struggles, Polaris Dawn’s prospects of launch, and space policy come the November 2024 election.
8/30/2024 • 27 minutes, 27 seconds
Apple Reportedly In Talks To Invest In OpenAI; Google Cloud CEO, Accenture CEO On Client Needs For AI 8/29/24
Investors digest earnings from Nvidia during the trading session, sending the Nasdaq ultimately lower. Earnings today from Ulta, Autodesk, Dell, Lululemon, Marvell and MongoDB. Bernstein analyst Aneesha Sherman breaks down Lulu’s numbers. Google Cloud CEO Thomas Kurian and Accenture CEO Julie Sweet join in an exclusive interview to talk their expanded partnership in generative AI and cybersecurity, plus what their clients want from their offerings.
8/29/2024 • 42 minutes, 52 seconds
Closing Bell: Top Strategies for Your Money 8/29/24
What are the best strategies for your portfolio right now? NewEdge’s Cameron Dawson, Invesco’s Kristina Hooper and American Century’s Mike Rode reveal their playbooks. Plus, several reports surfacing today about Apple’s big AI push. We break down all the headlines and get instant analysis from an analyst. And, we tell you what’s at stake when retailers Lululemon and Ulta report in Overtime.
8/29/2024 • 43 minutes, 15 seconds
The Big Day Is Here As Nvidia Reports Earnings 8/28/24
We have you covered from every angle on Nvidia earnings – including instant reaction, what it means for the mega-caps and more. Bespoke’s Paul Hickey, Wealth Enhancement’s Nicole Webb and Moor Insights & Strategy’s Patrick Moorhead bring you the investor angle while CFRA’s Angelo Zino on what he is telling clients about the numbers. Plus, Madrona’s Matt McIlwain on what it means for big tech and the rest of the AI ecosystem. Other earnings include: Crowdstrike, Five Below, Pure Storage.
8/28/2024 • 42 minutes, 51 seconds
Closing Bell: Nvidia’s Make or Break Moment 8/28/24
What’s at stake when Nvidia reports in Overtime? Our all-star panel of Stacy Rasgon, Stephanie Link and Josh Brown reveal what they’re watching from that report. Plus, star analyst Dan Ives says this is the most important earnings report this year. He explains why. And, top technician Jeff deGraaf is flagging some trouble in the charts. He explains what headwinds he thinks the market could be facing.
8/28/2024 • 43 minutes, 15 seconds
Closing Bell Overtime: 8/27/24
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.
8/27/2024 • 42 minutes, 42 seconds
Closing Bell: How Much Is Riding on Nvidia? 8/27/24
Amidst a broadening market … how reliant are we on Nvidia and other tech heavyweights? Solus’ Dan Greenhaus, NB Private Wealth’s Shannon Saccocia and Branch Global Capital Advisors Greg Branch debate their forecasts. Plus PIMCO’s Erin Browne tells us why investors should wait to buy the dip. And, it could be a new era for the NFL as team owners vote on private equity investing. We drill down on what that could mean for the league.
8/27/2024 • 46 minutes, 47 seconds
Dow Record Close; Black Eye For Boeing; Mohamed El-Erian On The Fed 8/26/24
The Dow posted its first record close in over a month after last week’s Jackson Hole conference. Allianz’s Mohamed El-Erian breaks down the key messages from Powell and the Fed. G Squared’s Victoria Greene and Carson Group’s Ryan Detrick on today’s tech laggards and the rest of the market. Boeing announced SpaceX will bring home its astronauts; Jefferies analyst Sheila Kahyaoglu on what it means for the stock. Plus, Payoneer CEO John Caplan on consumer spending.
8/26/2024 • 43 minutes, 21 seconds
Closing Bell: Weighing the Fate of the Rally 8/26/24
Now that rate cuts are all but confirmed … what is next for the rally? Requisite Capital’s Bryn Talkington tells us what she is expecting. Plus, Former Dallas Fed President Robert Kaplan gives his first take on Powell’s Jackson Hole speech. And, chip stocks got wrecked in today’s session. Seema Mody reveals what’s behind that drop.
8/26/2024 • 43 minutes, 18 seconds
“The time has come for policy to adjust”; Dovish Powell Sends Stocks Higher 8/23/24
Fed Chair Jay Powell signaled rate cuts are near after saying, “The time has come for policy to adjust.” Investors cheered the news, sending stocks broadly higher. Innovator Capital Management’s Tim Urbanowicz and Paulsen Perspectives’ Jim Paulsen break down how to position while 3Fourteen’s Warren Pies discusses the impact on housing. Plus, BofA Head of North American Banks Research talks what the cuts will mean for banking stocks and Mercer US CIO Olaolu Aganga gives top ideas and the opportunities in alternative investments.
8/23/2024 • 42 minutes, 17 seconds
Closing Bell 8/23/24
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.
8/23/2024 • 43 minutes, 20 seconds
BofA’s Savita Subramanian On Volatility, Best Ideas; Goldman’s Chief US Economist On The Fed 8/22/24
Stocks slid into the close as investors await Fed Chair Jerome Powell’s speech at Jackson Hole tomorrow; Goldman Sachs Chief US Economist David Mericle breaks down what’s at stake. BofA’s Savita Subramanian on top ideas. Plus, earnings from CAVA, Intuit, Ross Stores, Workday.
8/22/2024 • 41 minutes, 53 seconds
Closing Bell 8/22/24
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.
8/22/2024 • 43 minutes, 24 seconds
Capitalizing on Private Space Stations with Gravitics CEO Colin Doughan 8/22/24
A boom in private human spaceflight is on the horizon as more heavy-lift rockets come online. But at the ISS is set to retire in 2030, what is the future of space stations? Private players are stepping in to meet demand, with Gravitics, a Washington-based in-space infrastructure startup, a likely winner in the space. Founder & CEO Colin Doughan joins Morgan Brennan to discuss commercializing low-earth orbit, supplying hardware to commercial space stations, and its recent $125 million deal with Axiom Space.
8/22/2024 • 16 minutes, 1 second
Charles Schwab Chief Investment Strategist Liz Ann Sonders On The Market, Volatility; Snowflake, Zoom Report Earnings 8/21/24
Major averages moved higher in the final minutes of trade, sending the Dow higher for the month. Snowflake and Zoom report earnings; we have analysts on each to break down what you need to know. Plus, Liz Ann Sonders, Charles Schwab Chief Investment Strategist talks market positioning and navigating volatility. Our Robert Frank reports on LVMH’s Bernard Arnault recent investments in AI
8/21/2024 • 43 minutes, 30 seconds
Closing Bell: Can Stocks Keep Climbing? 8/21/24
Is there enough good news to keep stocks climbing toward new record highs? Hightower’s Stephanie Link, BMO’s Brian Belski and Thornburg’s Emily Leveille break down their forecasts. Plus, EMJ’s Eric Jackson tells us which tech name he recently sold out of… but is considering getting back into. And, we run you through what’s at stake from Zoom’s earnings report after the bell.
8/21/2024 • 42 minutes, 10 seconds
Closing Bell 8/20/24
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.
8/20/2024 • 42 minutes, 59 seconds
S&P 500 Can’t Quite Make It Nine In A Row; Fundstrat’s Tom Lee Calls For Huge Rally In Small Caps 8/20/24
The S&P 500 and Nasdaq snapped eight-day winning streaks. But Fundstrat’s Tom Lee says he sees 40% upside in small caps before the end of the year as the Fed is expected to cut rates. Ariel Investments’ Charlie Bobrinskoy and Vital Knowledge’s Adam Crisafulli break down the broader markets. NYU’s Dean of Valuations, Aswath Damodaran, on why he prefers Amazon to Nvidia right now, plus Barclays analyst Matt Miksic on a rough day for Dexcom after strong Eli Lilly obesity data was published.
8/20/2024 • 42 minutes, 6 seconds
AMD CEO Lisa Su On $5B Deal For ZT; FuboTV CEO On Venu 8/19/24
AMD one of the top performing S&P 500 stocks today after announcing it planned to acquire systems company ZT Systems for nearly $5B. CEO Lisa Su joins Jon in an exclusive interview to discuss the deal and what’s next for the company. Bessemer’s Byron Deeter on Palo Alto’s strong numbers and the future of the software sector. FuboTV CEO David Gandler on a judge’s decision to temporarily block a sport streaming service rival.
8/19/2024 • 42 minutes, 35 seconds
Bullish Momentum Back? 8/19/24
The broad-based equity rally may be evidence of revived upside momentum. New York Life Investments’ Lauren Goodwin, CIC Wealth’s Malcolm Ethridge, and Merrill and Bank of America Private Bank’s Chris Hyzy discuss whether the upswing can last. Plus, Deepwater Asset Management’s Doug Clinton reveals his pick for winner in AMD’s latest challenge to Nvidia. And, DataTrek Research’s Nick Colas shares his top two sectors for the remainder of 2024.
8/19/2024 • 43 minutes, 19 seconds
Rally rolls on, Tech Takes Off & The Final Frontier 8/16/24
The major averages posting their best week of the year as recession fears ease following last monday's massive sell off. Tech the big outperformer this week and Wedbush's Dan Ives explains why he thinks there is no stopping the tech rally. Unlimited CEO Bob Elliott weighs in on the market rally and why investors are underexposed to gold which keeps moving higher. And the all civilian crew of the Polaris Dawn, including Billionaire Astronaut Jared Isaacman, discuss their upcoming historic first ever private space walk and the impact it will have on the space economy.
8/16/2024 • 42 minutes, 15 seconds
Meet the Polaris Dawn Crew with Commander Jared Isaacman, Mission Pilot Scott Kidd Poteet, and Mission Specialists Sarah Gillis & Ana Menon 8/16/24
Only a few years after Jared Isaacman made history with the first all-private human spaceflight, he announced a new series of missions in partnership with SpaceX. He unveiled the Polaris program: a series of tech demonstration missions to culminate in the first crewed flight of SpaceX’s Starship. After thousands of hours of training, the first of the missions – Polaris Dawn—is scheduled to lift off from Kennedy Space Center as early as this month. The crew, including Mission Commander Jared Isaacman, Mission Pilot Scott Kidd Poteet, and Mission Specialists Sarah Gillis & Ana Menon, join Morgan Brennan from their training center at SpaceX HQ to discuss their training, expectations for their mission, attempting the first commercial spacewalk.
8/16/2024 • 21 minutes, 2 seconds
Record Potential Restored? 8/16/24
New highs may be back on the table with the major averages notching their best weekly gains for 2024. Charles Schwab’s Kevin Gordon, Payne Capital Management’s Courtney Garcia, and Steve Liesman set investors up for a big week ahead culminating in Fed Chair Jerome Powell’s all-important speech at Jackson Hole. Plus, Morgan Stanley’s Erik Woodring makes the case for more Apple upside. And, noted value investor Scott Black cracks open his playbook to share his top picks.
8/16/2024 • 42 minutes, 52 seconds
Closing Bell Overtime: Strong Consumer Data Lifts Stocks; Nuclear’s Make Or Break Moment 8/15/24
A strong session for stocks after strong consumer data and results from Walmart – we have you covered on this rally. Bespoke’s Paul Hickey and Citi’s Scott Chronert break it all down. Former Saks CEO gives his take on the spending levels and what’s ahead for the consumer. William Blair’s Jed Dorsheimer breaks down AMAT earnings. Plus, our Pippa Stevens is in Georgia at the first built-from-scratch nuclear reactors in 30 years, reporting on what’s next before PSEG CEO Ralph Larossa talks his company’s plants and what’s going to power growth for the utility giant.
8/15/2024 • 43 minutes, 45 seconds
Closing Bell: The Rebound Gains Steam 8/15/24
The stock market’s remarkable run extends with retail sales data fueling hopes around a healthy consumer. Trivariate’s Adam Parker, Virtus’ Joe Terranova, and BNY Wealth’s Alicia Levine navigate what lies ahead for the Fed and investors. And, Bernstein Research’s Stacy Rasgon breaks down what’s fueling the move in chip stocks including market darling Nvidia. Plus, activist investors setting their sights on Apple and Nike among other widely held names. 13D Monitor’s Ken Squire brings us highlights from this week’s filings.
8/15/2024 • 43 minutes, 13 seconds
Manifest Space: Warfighting in the First Commercial Space War with General John “Jay” Raymond 8/15/24
The U.S. Space Force was stood up in 2019 as the first new military service in over seventy years. Now, nearly five years since its establishment, the orbital battleground has shifted—towards what General Raymond calls the first commercial space war. Since retiring from active duty in 2022, General Raymond now serves as a senior managing director at Cerberus, and sits on the board of several space startups including Axiom Space and Impulse Space. He joins Morgan Brennan to discuss the risk of nuclear war in space, public-private partnerships and the state of the U.S. Space Force.
8/15/2024 • 22 minutes, 31 seconds
Closing Bell Overtime: Anduril Co-Founder On Raising A New Round; Claudia Sahm On If Sahm Rule Is Being Overused 8/14/24
Anduril co-founder Trae Stephens talks the company’s new factory and its latest funding round. Former Fed economist Claudia Sahm on if her rule, the Sahm rule, is being overused by investors right now. Plus, The Hartford CEO Christopher Swift on the continued rise in insurance costs and our Phil LeBeua gives the latest on the Southwest activist battle with Elliott Management.
8/14/2024 • 43 minutes, 40 seconds
Closing Bell: Rate Cut Ripple Effects 8/14/24
Stocks cautiously creeping higher with easing inflation back on the table. Goldman Sachs’ Jan Hatzius and Wharton Professor Jeremy Siegel break down their expectations for the Fed’s upcoming meetings. Plus, Solus’ Dan Greenhaus and Hightower’s Stephanie Link share their strategies as the rally gains ground. And, a difficult day for shares of Alphabet. Deirdre Bosa digs into the move.
8/14/2024 • 43 minutes, 13 seconds
Starbucks Has Best Day Ever After Announcing New CEO; Dan Niles On How To Play AI 8/13/24
Stocks rallied into the close and ended near session highs after a key inflation read came in lighter than estimates. The big corporate story of the day was Starbucks: hiring Brian Niccol away from Chipotle to be the new CEO. Starbucks recorded its best day ever; Barclays analyst Jeffrey Bernstein breaks down what is next for both companies. Tech investor Dan Niles on how to play the current volatility and navigating AI. Evercore ISI Vice Chairman Krishna Guha on the Fed and inflation. Plus, top-rated retail analyst Christopher Horver of JPMorgan on what to expect from Walmart and other retailers this week.
8/13/2024 • 43 minutes, 48 seconds
Closing Bell: Finding Opportunity 8/13/24
The market rebound takes hold after a softer-than-expected PPI print. BlackRock’s Rick Rieder joins exclusively to discuss where he’s seeking gains. Plus, Allianz’s Mohamed El-Erian sets investors up for a critical CPI report. And, Starbucks shares notching their best day on record after a CEO shake-up. Kate Rogers breaks down the move… and we dig into an activist shareholder’s influence.
8/13/2024 • 43 minutes, 22 seconds
Qualcomm Sinks On Downgrade; Top Opportunities In Alternatives 8/12/24
Stocks slid into the final hour today ahead of a major week of data and consumer earnings reports. We get you set for the week ahead with Carson Group’s Ryan Detrick, Silvant Capital CIO Michael Sansoterra and RockCreek’s Afsaneh Beschloss break down the market action. Plus, Wolfe analyst Chris Caso on his QCOM downgrade that sent the stock lower and Deutsche Bank analyst James Shin on why Eli Lilly is his unicorn. Neuberger Berman’s Anthony Tutrone on top opportunities in alternatives and where private equity is getting active.
8/12/2024 • 43 minutes, 40 seconds
Closing Bell: The Outlook for Stocks 8/12/24
Investors anticipating a critical few days for stocks after a wild week on Wall Street. NewEdge’s Cameron Dawson, Wealth Enhancement’s Ayako Yoshioka and Greg Branch of Branch Global Capital Advisors debate their market forecasts. Plus, Stempoint Capital’s Michelle Ross maps out her playbook for the pharma and biotech space. And, Jetblue’s stock faced its worst day ever today. Phil Lebeau explains what is behind that drop.
8/12/2024 • 42 minutes, 54 seconds
Stocks End Wild Week; elf Beauty CEO On Consumer 8/9/24
Stocks stage another comeback attempt to claw back Monday’s gains. HSBC’s Jose Rasco and Charles Schwab’s Kevin Gordon break down where things in the market. BofA’s Robert Ohmes previews next week’s retail reports after executives warned about a slowing consumer. Mark Mobius on international opportunities and global volatility. ELF Beauty CEO Tarang Amin on the latest quarter, growing market share and the strength of the consumer. Axon CEO Rick Smith on growing demand for drones in law enforcement.
8/9/2024 • 42 minutes, 41 seconds
Closing Bell: Can You Trust the Rebound? 8/9/24
What might the market’s next move might be… and can this rebound be trusted? Fundstrat’s Tom Lee, Requisite Capital’s Bryn Talkington and BMO Wealth Management’s Yung-Yu Ma give their forecasts. Plus, Wells Fargo Securities’ Chris Harvey says buy stocks, not the market. He explains why. And, critical CPI data is looming over the market after a volatile week. We discuss what to watch and what is at stake.
8/9/2024 • 43 minutes, 15 seconds
CesiumAstro’s $65 Million Series B Funding 8/8/24
CesiumAstro has cornered the market on an uncommon, but soon-to-be crucial part of the telecommunications market: phased array communications. The startup recently closed a Series B+ funding round with investors spanning across the Development Bank of Japan, L3Harris Technologies and Airbus Ventures. Founder & CEO Shey Sabripour joins Morgan Brennan to discus.
8/8/2024 • 22 minutes, 48 seconds
S&P 500 Has Best Day of Year; Trading Volatility With Skylar Capital’s Bill Perkins 8/8/24
S&P 500 posted its best day of the year as markets claw back from Monday’s drop. Another earnings parade with Dropbox, Expedia, Gilead, Paramount, Take-Two, Capri, Unity and e.l.f. LightShed’s Brandon Ross breaks down the outlook for video games. Skylar Capital’s Bill Perkins on the energy trade, volatility and how traders are reacting to geopolitical strife. Plus, Waystar CEO Matthew Hawkins on the latest quarter and AI in health care.
8/8/2024 • 41 minutes, 28 seconds
Closing Bell: Time to Buy? 8/8/24
Is it time to buy the dip or prepare for more intense volatility? Sofi’s Liz Young, JP Morgan Asset Management’s Gabriela Santos and Lauren Goodwin from New York Life Investments break down what they are forecasting. Plus, Plexo Capital’s Lo Toney reveals how he is navigating the tech trade right now. And, we tell you what to watch from Expedia and Take Two numbers in Overtime.
8/8/2024 • 43 minutes, 17 seconds
Stocks Give Up Midday Gains, Close Negative; Lumen CEO On What’s Driving Stock Surge 8/7/24
Stocks couldn’t hold their early gains and averages closed at session lows. Lumen stock has surged over 500% in a month; CEO Kate Johnson on AI demand and its recent deals. Masimo CEO on the stock’s best day in 10 years. Earnings from Warner Bros Discovery, Robinhood, Dutch Bros, Bumble, Zillow, AppLovin and more. Mizuho’s Dan Dolev breaks down Robinhood’s numbers.
8/7/2024 • 43 minutes, 45 seconds
Closing Bell: The Road Ahead for Your Money 8/7/24
What’s next for stocks as markets make their way through a turbulent week? iCapital’s Anastasia Amoroso, Merrill and Bank of America Private Bank’s Chris Hyzy and Ryan Detrick of Carson Group break down what they’re expecting next for the market. Plus, JP Morgan CEO Jamie Dimon shedding some light on his future at the company. Top banking analyst Mike Mayo gives his first reaction – and tells us what it could mean for the stock in the long term. And, Robinhood and Warner Bros. Discovery both set to report after the bell. We discuss what is at stake for both of those stocks.
8/7/2024 • 42 minutes, 18 seconds
Earnings Bonanza As Stocks Rebound; Rivian & Reddit CEOs 8/6/24
Stocks rebounded slightly from Monday’s slide. Earnings from Amgen, AirBnb, Wynn, Super Micro, Instacart and Lumen. Robins CEO RJ Scaringe talks the latest quarter, production plans and more. Plus, Reddit CEO Steve Huffman in an exclusive interview on the company’s data licensing plans and growing revenue.
8/6/2024 • 43 minutes, 5 seconds
Closing Bell: More Volatility for Stocks? 8/6/24
Should investors brace for more volatility … or is the worst over? Trivariate’s Adam Parker, NB Private Wealth’s Shannon Saccocia and Invesco’s Brian Levitt break down their forecasts. Plus, venture capitalist Rashaun Williams weighs in on tech valuations following yesterday’s big sell off. And, we tell you what is at stake when Airbnb, Instacart and Reddit report in Overtime.
8/6/2024 • 43 minutes, 25 seconds
Stocks Plunge Across the World As Growth Fears, Fed Spook Markets; Google Loses To DOJ 8/5/24
Everything you need to know about why stocks tumbled today from Japan to the US, including from former Fed Vice Chairman Roger Ferguson, Morgan Stanley Wealth Management CIO Lisa Shalett and Apollo Global Chief Economist Torsten Slok. Plus, the DoJ’s victory over Google and Lucid CEO Peter Rawlinson on the latest quarter.
8/5/2024 • 45 minutes, 40 seconds
Closing Bell 8/5/24
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.
8/5/2024 • 1 hour, 7 seconds
Closing Bell Overtime: Rocky Start To August For Stocks; Intel Has Worst Day In Over 50 Years 8/2/24
The selling in tech spread to the rest of the market today as all three major averages slid. Tech was hit hard as Amazon fell almost 10%; Goldman’s Eric Sheridan breaks down what’s going on under the hood. Jon sits down with intel CEO Pat Gelsinger as the stock falls over 25% for its worst day in over 50 years after saying it will suspend its diviend. Unlimited Funds CEO Bob Elliott, Neuberger Berman’s Erick Knutzen and Mariner Wealth’s Jeff Krumpelman on what to do with your money. Plus, Wells Fargo analyst Mike Mayo on a rare downgrade for Morgan Stanley and the broad selling in bank stocks today.
8/2/2024 • 45 minutes, 34 seconds
Closing Bell 8/2/24
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.
8/2/2024 • 46 minutes, 10 seconds
Tech Giants Apple & Amazon Report Earnings 8/1/24
Amazon shares fell over 5% in Overtime after missing estimates on revenue and issuing disappointing guidance while Apple bounced between positive and negative on a mixed quarter. We have you covered from every angle on what you need to know from both earnings reports. Intel fell over 15% after a weak quarter. DoorDash CFO Ravi Inukonda talks the latest quarter as the stock rose sharply. Other earnings include Booking Holdings, Block, Roku, Coinbase and Snap.
8/1/2024 • 45 minutes, 15 seconds
Closing Bell: Stocks Sell Off Ahead of Big Mega Cap Results 8/1/24
The major averages sank in today’s session on the back of some weak data. Virtus’ Joe Terranova and CIC Wealth’s Malcolm Ethridge break down how they are navigating the big drop. Plus, Apple and Amazon are among some of the critical companies reporting earnings after the bell. Our expert panel tells us what to expect. And, legendary oil trader Mark Fisher reveals where he is seeing opportunity in the energy sector.
8/1/2024 • 46 minutes, 50 seconds
Ursa Major CEO Change with Outgoing CEO Joe Laurienti and Incoming CEO Dan Jablonksy 8/1/24
Ursa Major is having a change of the guard. Founder Joe Laurienti is passing the CEO title onto former Maxar CEO Dan Jablonsky. With the change to take effect next week, Morgan Brennan sits down with Laurienti and Jablonsky to layout the transition, the propulsion startup's gameplan going forward, and what it all means for growth.
8/1/2024 • 15 minutes, 32 seconds
Closing Bell Overtime: Meta Shares Rise In Overtime; Former Fed Vice Chairman Alan Blinder On The Fed’s Decision 7/31/24
A double-dose of major market-moving events: Meta earnings and the FOMC’s rate decision. Fed Chair Jerome Powell kept interest rates unchanged but said investors could expect a cut in September if current economic data continues. Meantime, investors cheered Meta’s latest quarterly numbers; top-rated analyst Mark Mahaney of Evercore and CFRA’s Angelo Zino break down the report. Plus, Qualcomm CEO on what powered the chipmaker’s strong quarter. Plus, other earnings from Arm, Lam Research, eBay, Etsy and MGM.
7/31/2024 • 44 minutes, 53 seconds
Closing Bell 7/31/24
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.
7/31/2024 • 57 minutes, 15 seconds
Closing Bell Overtime: Microsoft Disappoints Investors; JetBlue CEO Talks Earnings 7/30/24
Microsoft kicks off Big Tech earnings with a cloud growth number that disappointed earnings and the stock moved lower in Overtime. We have you covered with instant analyst reaction. Other earnings include EA, Mondelez, Starbucks, AMD, Skyworks, Arista Networks, Live Nation. JetBlue CEO Joanna Geraghty on the company’s strong quarter and what’s ahead for the airline.
7/30/2024 • 43 minutes, 36 seconds
Closing Bell: Mega Week for the Mega Caps 7/30/24
Microsoft is the big name that every investor will be watching after the bell. Trivariate’s Adam Parker and Alger’s Ankur Crawford reveal what is at stake for that name and the rest of the tech space. Plus, star chip analyst Stacy Rasgon tells us what he is expecting from AMD’s report in Overtime. And, a major move in Merck stock today. CNBC’s Angelica Peebles tells us what’s behind that big drop.
7/30/2024 • 42 minutes, 2 seconds
Closing Bell Overtime: Getting Ready For Big Tech Earnings; Bitcoin Price Levels To Watch 7/29/24
Four of the Magnificent 7 report this week and we have you covered with what to watch when the earnings come out. T. Rowe Price’s Dom Rizzo, who manages the Global Technology Fund, on what he’s expecting and which tech stocks he likes the most heading into the pivotal week. F5 Networks CEO on strong earnings, deal pipeline. Rockefeller International Chairman Ruchir Sharma on how the 2024 presidential candidates are positioned for deregulation. Plus, Renaissance Macro’s Jeff DeGraaf on what levels to watch in bitcoin and Altana CEO Evan Smith talks hitting unicorn status.
7/29/2024 • 43 minutes, 37 seconds
Closing Bell: Mega Cap Moment of Truth 7/29/24
Is the tech trade really in trouble… or will this week’s critical earnings reports reverse the selling? Light Street Capital’s Glen Kacher breaks down what he is forecasting for the sector. Plus, Morgan Stanley’s Chris Toomey tells us how he is advising his high net worth clients right now. And, we drill down on the big moves in Tesla and McDonald’s stocks today.
7/29/2024 • 42 minutes, 46 seconds
Closing Bell Overtime: Tech Sets Up For Wild Week Ahead; Bitcoin Conference Underway 7/26/24
A strong Friday couldn’t erase weekly losses for the S&P 500 and Nasdaq. Branch Global Capital’s Greg Branch and Citi’s Drew Pettit break down the market action. Goldman Sachs Chief US Economist David Mericle previews next week’s Fed decision and the current state of inflation. Madrona’s Matt McIlwain on next week’s big tech earnings and why he’s raising a red flag on Apple. Morgan sits down with Norfolk Southern CEO Alan Shaw in an exclusive interview.
7/26/2024 • 43 minutes, 50 seconds
Closing Bell: Rally Refresh? 7/26/24
Has the two week pullback and rotation away from tech reset valuations and expectations enough to refresh the rally? Or will the waters stay too choppy for comfort into the heart of earnings season and next week’s Fed meeting? Vantage Rock’s Avery Sheffield, 3Fourteen’s Warren Pies and HSBC’s Max Kettner reveal their predictions. Plus, Bill Miller IV tells us where he is finding opportunity in the crypto space right now. And, it was an ugly week for the tech trade. Steve Kovach tells us what to watch in the big week ahead – as we await numbers from Amazon, Apple and Meta.
7/26/2024 • 41 minutes, 57 seconds
Closing Bell Overtime: Another Earnings Bonanza; Next AI Gold Rush Catalyst 7/25/24
Earnings from Norfolk Southern, Boston Beer, Deckers, Dexcom and more. Melius’s Ben Reitzes breaks down OpenAI’s SearchGPT news and what it means for Google, plus how he is thinking about the software sector right now and what could be the next catalyst for AI stocks. Morgan Stanley Global Chief Economist on the macro environment and next week’s Fed decision. Anu Duggal is the founding partner of Female Founders Fund; she walks us through what she is telling founders in the current market and why only 2% of VC dollars went to women founders in 2023. Plus, Jefferies analyst Sheila Kahyaoglu on the move higher in defense stocks.
7/25/2024 • 43 minutes, 46 seconds
Manifest Space: Race to Reusability with Stoke Space Andy Lapsa 7/25/24
The rocket industry is racing towards full reusability. It’s not just SpaceX’s Starship exploring the space. Stoke Space, founded by Blue Origin alumni, is developing Nova, a fully reusable medium-lift rocket. The startup also hopes to fly Nova as soon as late 2025. CEO Andy Lapsa joins Morgan Brennan to discuss the economics of fully and rapidly reusable rockets.
7/25/2024 • 24 minutes, 16 seconds
Closing Bell: Believe the Bounce? 7/25/24
Is today’s bounce the real deal or just fleeting relief in a still-stressed tape? Liz Young Thomas from Sofi, Virtus’ Joe Terranova and Jack Manley from JP Morgan Asset Management weigh in on today’s market action. Plus, Google’s stock slipped on a big search announcement from OpenAI. A Google shareholder tells us how he thinks this could impact the stock. And, we drill down on all of the biggest earnings movers from today – and the names to watch tonight in Overtime.
7/25/2024 • 40 minutes, 8 seconds
Closing Bell Overtime: Chipotle CEO On Earnings, Consumer Spending; OneStream CEO On 30%+ IPO Pop 7/24/24
A very busy day of earnings with Ford, IBM, Chipotle, ServiceNow and KLA reporting. Jon speaks with both ServiceNow CEO Bill McDermott and IBM CEO Arvind Krishna about the latest quarter. Plus, Chipotle CEO Brian Niccol on the consumer and OneStream CEO Tom Shea talks the company’s IPO, growth strategy and AI offerings after its first day of trading sent the stock 34% higher.
Charles Schwab’s Liz Ann Sonders, Hightower’s Stephanie Link and New York Life Investments’ Lauren Goodwin reveal how they view today’s big market move … and what they’re forecasting for the months ahead. Plus Yung-Yu Ma from BMO Wealth Management breaks down how he is viewing the tech trade amid today’s big slide in the mega caps. And, AT&T was a bright spot in a down tape today. Julia Boorstin explains what sent that name higher.
7/24/2024 • 43 minutes, 28 seconds
Closing Bell Overtime: Tesla & Alphabet Kick Off Big Tech Earnings 7/23/24
Tesla and Alphabet reported earnings and the stocks moved in opposite directions. We have you covered from every angle for these critical stocks, from instant analyst reaction to a Tesla former board member. Plus, reports from Texas Instruments, Visa, Mattel, Seagate and Capital One.
7/23/2024 • 42 minutes, 47 seconds
Closing Bell: Earnings Season Strength… or Stumble? 7/23/24
Will this earnings season serve as a support or a stumbling block to a fully valued market? Solus’ Dan Greenhaus, Merrill and Bank of America Private Bank Marci McGregor and Crossmark’s Victoria Fernandez break down what they’re expecting. Shareholder Ayako Yoshioka and Big Technology’s Alex Kantrowitz explain what is at stake for Alphabet’s report and for the broader tech space. And, top analyst Dan Ives tells us what he is watching from Tesla’s numbers.
7/23/2024 • 43 minutes, 16 seconds
Closing Bell Overtime: Bessemer’s Byron Deeter On When The AI IPOs Are Coming; Bitwise CEO On Spot Ether ETFs 7/22/24
Tech stocks staged a turnaround to start the week, helping lead the market higher. Vital Knowledge’s Adam Crisafulli and Richard Bernstein Advisors’ Dan Suzuki break down the market action and what’s ahead. Earnings from NXP Semi, Cadence Design, Cleveland-Cliffs, Zions and Nucor. Stifel’s Tore Svanberg on what NXP numbers mean for the rest of the industry. Mark Mobius on his top plays in emerging markets. Bessemer’s Byron Deeter on Silicon Valley and Kamala Harris, plus what’s next for AI and cloud companies. Bitwise Asset Management founder & CEO Hunter Horsley on his spot ether ETF on the eve of its first trading day.
7/22/2024 • 43 minutes, 21 seconds
Closing Bell 7/22/24
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.
7/22/2024 • 42 minutes, 54 seconds
Closing Bell Overtime 7/19/24
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
7/19/2024 • 42 minutes, 29 seconds
Closing Bell 7/19/24
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.
7/19/2024 • 43 minutes, 11 seconds
Valuing Space at $570 Billion with Space Foundation CEO Heather Pringle 7/18/24
The Space Foundation, a nonprofit organization covering the global space industry, is out with its annual Space Report. Forecasting that the worldwide space economy is worth $570 billion, the group forecasts it’ll be worth $1 trillion. CEO Heather Pringle joins Morgan Brennan to discuss what’s propelling the growth, the challenges, and digs into the numbers in the report.
7/18/2024 • 19 minutes, 5 seconds
Closing Bell Overtime: Netflix Reports Q2 Numbers With An Update On Its Ad Business; Managing Red vs. Blue Portfolio 7/18/24
Netflix shares fell immediately following its Q2 earnings report but slowly pared the losses over the next hour. Former NBC Entertainment Co-Chair Ben Silverman breaks down what the latest numbers mean and the broader state of the entertainment industry while DoubleVerify CEO Mark Zagorski, a ad partner of Netflix, breaks down the ad tier. Plus, Evercore’s Julian Emanuel on managing a red vs blue portfolio as the election draws closer.
Stocks losing steam with losses accelerating into the close. Is this a midsummer squall to wash away excesses to refresh the bull market, or a more threatening change in the market weather? Joe Terranova of Virtus Investment Partners, a CNBC Contributor, as well as BMO Strategist Brian Belski and Alicia Levine, BNY Wealth Head of Investment Strategy all join to break down the final moments of the trading day. Plus, Netflix falling as that company prepares to deliver results after-the-bell, on the heels of raised street expectations and numerous price target hikes. We discuss what to watch for when those numbers cross the tape. And, Nuveen’s Saira Malik joins to discuss the big rotation of the year and where we go from here.
7/18/2024 • 43 minutes, 13 seconds
Closing Bell Overtime: Chips Sink Nasdaq to Worst Day In 18 Months; Nvidia Falls Over 6% 7/17/24
Investors sold off foreign chip stocks on multiple potential headwinds, including Nvidia down over 6%. Bernstein’s Stacy Rasgon breaks down what you need to know. Plus, earnings from United, Alcoa, Discover, SL Green and more. BD8 Capital’s Barbara Doran and Vital Knowledge’s Adam Crisfulli on the key takeaways. Analyst reaction to United and Discover’s earnings and Zelman & Associates’ Alan Ratner on the homebuilders trade.
7/17/2024 • 43 minutes, 29 seconds
Closing Bell 7/17/24
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.
7/17/2024 • 43 minutes, 21 seconds
Dow, S&P 500 Set Fresh Records; IBKR CEO Thomas Peterffy On Retail Traders 7/16/24
The Dow posts its best day in a year after a pop from UnitedHealth. G Squared’s Victoria Greene and Hennion & Walsh’s Kevin Mahn break down the market action. Earnings from JB Hunt and Interactive Brokers. Interactive Brokers CEO Thomas Peterffy breaks on the latest results, retail trading trends, and if he sees a Trump trade emerging yet. Former Toys R Us CEO Gerald Storch on the disappointing numbers from high-end retail so far, plus the breaking news Five Below is replacing its CEO. Our Kate Roger's has an exclusive first look at San Francisco mayoral candidate Mark Farrellâ’s plans to revitalize San Francisco’s downtown financial district.
7/16/2024 • 42 minutes, 23 seconds
Closing Bell 7/16/24
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.
7/16/2024 • 43 minutes, 24 seconds
Closing Bell Overtime: US Chamber of Commerce CEO On Markets & Election; Tom Lee On Bitcoin Surge 7/15/24
Fundstrat’s Tom Lee breaks down the move higher in stocks and crypto today. Our Steve Kovach on why Apple climbed 2% today. US Chamber of Commerce CEO Suzanne Clark joins to talk about the group’s 3% growth goal and its call for candidates to embrace growth. As Google considers its larger-ever deal for cyber company Wiz, fellow cybersecurity vendor Arctic Wolf CEO Nick Schneider talks consolidation in the sector and what it means for tech giants to enter the space. Plus, former Truist CEO Kelly King on the bank earnings so far and the recent run higher in regionals.
7/15/2024 • 43 minutes, 43 seconds
Closing Bell 7/15/24
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.
7/15/2024 • 42 minutes, 47 seconds
Closing Bell Overtime: Top Picks In Small Caps; What To Expect From Netflix Earnings 7/12/24
Stocks bounced back in a big way to end the week, with the Dow and S&P 500 setting intraday record highs. Envestnet’s Dana D’Auria and CFRA’s Sam Stovall break down the market action. Our Leslie Picker on the bank earnings so far. Goldman Sachs’ portfolio manager Greg Tuorto on top picks in small caps. Needham’s Laura Martin on what to expect when Netflix reports next week. Plus, Melius’ Ben Reitzes and Roth’s Rohit Kulkarni break down what is moving beneath the surface in tech stocks.
7/12/2024 • 43 minutes, 21 seconds
Closing Bell 7/12/24
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.
7/12/2024 • 42 minutes, 22 seconds
Terran-R on the Horizon with Relativity Space CEO Tim Ellis 7/12/24
Relativity Space is a CNBC Disruptor 50 company, backed by BlackRock, Baillie Gifford and Fidelity. After launching its Terran-1 rocket, it’s now turned to its medium to heavy-life rocket, on pace to fly for the first time next year. CEO Tim Ellis joins Morgan Brennan to discuss the new rocket, the intersection of generative AI & 3D printing and more.
7/12/2024 • 26 minutes, 42 seconds
Closing Bell Overtime: Tesla, Large-Cap Tech Slides; Sahm Rule Creator On Recession Warnings; Top States For Business in 2024 7/11/24
A strange market day saw the Russell 2000 gain more than 3% while the S&P 500 fell for only the second time in 45 years. Large-cap tech dragged down the broad index despite more winners than losers underneath the surface. Wells Fargo’s Scott Wren breaks down the market action. Guggenheim analyst Ronald Jewiskow on Tesla’s 8% move lower after a report saying it is delaying its Robotaxi event. Claudia Sahm, who created the Sahm rule, on if a recession is really looming. Jan Van Eck, VanEck Associates CEO, on the big moves in small-caps and crypto. Plus, Scott Cohn on CNBC Top States for 2024.
7/11/2024 • 42 minutes, 34 seconds
Closing Bell 7/11/27
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.
7/11/2024 • 46 minutes, 29 seconds
Closing Bell Overtime: Breeze Airways Founder David Neeleman On Record Summer Travel; Carlyle’s Jeff Currie On Energy 7/10/24
S&P 500 closes above 5600 for the first time ever as that index and the Nasdaq set fresh record closes and Apple notched its 7th straight record close. BD8 Capital’s Barbara Doran and Bespoke’s Paul Hickey break down the market action. Carlyle Group’s Jeff Currie on the setup for the energy trade heading into the second half. Breeze Airways founder and CEO David Neeleman on TSA record numbers, the busy summer travel season and new routes and destinations of his new airline.
7/10/2024 • 42 minutes, 39 seconds
Closing Bell: Awaiting Key Inflation Print & Bank Earnings 7/10/24
What should investors be watching ahead of tomorrow’s data and start of earnings season? Dan Greenhaus from Solus, Stephanie Link of Hightower and Jason Snipe from Odyssey Capital give their takes. Plus, Goldman Sachs Asset Management’s Sung Cho reveals the under-the-radar tech plays he is betting on right now. And, Max Kettner from HSBC tells us how he is navigating stocks in the second half.
7/10/2024 • 42 minutes, 56 seconds
Closing Bell Overtime: Breaking Down Powell’s Testimony; Vistra CEO On Stock’s Wild Run YTD 7/9/24
Investors closely watching Fed Chair Jay Powell’s first day of testimony on Capital Hill. Rockefeller International’s Ruchir Sharma breaks down the major takeaways for investors while Goldman’s Lindsay Rosner talks the impact in the fixed-income market. Vistra is the third-best performing stock in the S&P 500 so far this year; CEO Jim Burke talks the AI demand story and what else is driving the company’s growth. Plus, our Phil LeBeau on the wild swings in used car prices and Julia Boorstin is in in Sun Valley tracking moves in the media sector.
7/9/2024 • 43 minutes, 23 seconds
Closing Bell: Big Week for Your Money 7/9/24
How should investors navigate all that lies ahead? Sofi’s Liz Young Thomas tells us what she is expecting from upcoming data and earnings… and what it could mean for your money. Plus, Former Deputy Treasury Secretary Roger Altman tells us what he thinks the road ahead for the Fed might be and how the upcoming election could impact stocks. And, JP Morgan Asset Management’s Gabriela Santos reveals the themes she is watching in the second half, and the names she is betting on right now.
7/9/2024 • 43 minutes, 1 second
Closing Bell Overtime: Why The Fed Should Cut This Month, According to Neil Dutta; ServiceNow Sinks On Downgrade 7/8/24
Renaissance Macro’s Neil Dutta makes the case for the Fed to cut rates at its meeting later this month. Shield Capital’s Raj Shah on how Silicon Valley learned to love the defense industry. Guggenheim’s John DiFucci downgrades ServiceNow.
7/8/2024 • 43 minutes, 29 seconds
Closing Bell: Can the Rally Keep Going? 7/8/24
If the economy is slowing and the Fed isn’t cutting – what’s next for this rally? Trivariate’s Adam Parker and Payne Capital’s Courtney Garcia give their forecasts. Plus, Boston Celtics Majority Owner Wyc Grousbeck discusses all things sports, the team’s record 18 championship wins and his sale announcement that stunned the sports world. And, Skybridge’s Anthony Scaramucci breaks down the fall in Bitcoin and tells us how he is navigating the crypto space right now.
7/8/2024 • 42 minutes, 35 seconds
Closing Bell Overtime: Tesla Bear Makes His Case Despite Recent Stock Run; Apollo’s Torsten Slok 7/5/24
Nasdaq and S&P 500 set record closes; Unlimited Funds’ Bob Elliott breaks down the market action. Apollo Global Chief Economist is still saying the Fed won’t cut rates in 2024. He makes his case. Neuberger Berman’s John San Marco on his top retail picks and consolidation in the sector. Guggenheim analyst Ron Jewiskow on why he’s still bearish despite Tesla’s major runup in July so far.
7/5/2024 • 42 minutes, 38 seconds
Closing Bell 7/5/24
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.
7/5/2024 • 42 minutes, 52 seconds
Closing Bell Overtime: CAVA CEO On Labor & Consumer Spending; Rashaun Williams On VC Bounceback & Sports Valuations 7/3/24
After a weaker-than-expected ADP jobs report, CAVA CEO Brett Schulman breaks down hiring from his view and if the consumer is still spending. Value Investment Group's Rashaun Williams on VC's funding bounceback and sports valuations. Plus, reaction to the latest Fed minutes and what it means for your portfolio.
7/3/2024 • 1 hour, 5 minutes, 17 seconds
Canadian Space Agency's $1 Billion Lunar Play with with MDA Space CEO Mike Greenley 7/3/24
The Canadian Space Agency has awarded MDA Space $1 billion to develop an autonomous robotic arm for the lunar Gateway. The space station will serve as a lunar outpost and house Artemis astronauts for NASA and international space partners. MDA Space CEO Mike Greenley joins Morgan Brennan to discuss Canadaarm3, the new space race, and the critical role of AI and robotics in the lunar economy.
7/3/2024 • 23 minutes, 16 seconds
Closing Bell Overtime 7/2/24
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.
Is this slow grind more a show of the bull market’s resilience or evidence of short-term fatigue? Adam Parker from Trivariate, UBS’ David Lefkowitz and Ayako Yoshioka of Wealth Enhancement Group break down their point of view. Plus, RBC’s Lori Calvasina revised her S&P outlook. She explains the reasoning behind that and where she thinks the market is headed in the second half. And, Amazon hit another record high – gaining more than 7% in one week. We tell you what is behind that rally.
7/2/2024 • 42 minutes, 51 seconds
Closing Bell Overtime: New AWS CEO’s First Interview; Booking Holdings CEO On Busy Holiday Travel Season 7/1/24
Matt Garman has been AWS CEO for a month. Jon sits down with him in his first interview since starting the role – he talks AI plans, power needs and capital spending. Booking Holdings CEO Glenn Fogel on the consumer, summer travel demand and global hotspots.
7/1/2024 • 43 minutes, 32 seconds
Closing Bell: Is the Trend Your Friend? 7/1/24
Should investors’ strategy shift as the market takes the turn into the second half? Solus’ Dan Greenhaus maps out his forecast for the next few months. Plus, Former Fed Vice Chair Rich Clarida breaks down his rate cut forecast and where the rally could be heading from here. And, EV makers Tesla, Nio and Li Auto popped in today’s session. We tell you what’s driving those moves higher.
7/1/2024 • 43 minutes, 6 seconds
Closing Bell Overtime: Nasdaq, S&P 500 Close Out Strong First Half; MoviePass CEO On Buying Company Back 6/28/24
After stocks closed out a strong first half and second quarter, Truist’s Keith Lerner and Citi’s Drew Petit, plus 3Fourteen Research’s Warren Pies, weigh in with their best ideas for the second half of 2024. Jon sits down with Nokia CEO Pekka Lundmark after the company buys Infinera for around $2B, plus an interview with MoviePass CEO Stacy Spikes on buying back the company and MoviePass’s second act. Former Kansas City Fed President Thomas Hoenig on recent data, Fedspeak and the consumer.
6/28/2024 • 43 minutes, 22 seconds
Closing Bell: How to Invest in the Second Half 6/28/24
NewEdge’s Cameron Dawson, Invesco’s Kristina Hooper and CIC Wealth’s Malcolm Ethridge break down their second half playbooks. Plus, top strategist King Lip tells us where he is seeing opportunity in the tech space – and the one big tech name he is trimming right now. And, solar stocks sold off in today’s session. Pippa Stevens tells us what is behind that leg lower.
6/28/2024 • 42 minutes, 5 seconds
Closing Bell Overtime: Nike Disappoints; Hunterbrook Co-Founder On Shorting Hims 6/27/24
Former PIMCO Chief Economist Paul McCulley gets you set for the next big data points the Fed is watching and what it means for the market. RBC’s Lori Calvasina and BNY’s Jake Jolly on market positioning. Plus, our Sara Eisen breaks down Nike’s numbers before Barclays analyst Adrienne Yih dives deep on the stock reaction. Plus, Hunterbrook publisher and co-founder Sam Koppelman on their new report investigating Hims & Hers and why Hunterbrook Capital shorted the stock.
6/27/2024 • 43 minutes, 46 seconds
Closing Bell: What Will Lead in the Second Half? 6/27/24
Will the same AI related stocks lead the market or will it finally broaden in a meaningful way? Trivariate’s Adam Parker, Virtus Investment Partners’ Joe Terranova and Requisite Capital’s Bryn Talkington break down what they are forecasting. Plus, Nike shareholder Kevin McCarthy tells us what he is expecting from that report in Overtime. And, Walgreens shares sank on the back of some weak results. We break down those numbers and how the rest of the drugstores are faring.
6/27/2024 • 42 minutes, 38 seconds
Closing Bell Overtime: Fed Releases Stress Test Results 6/26/24
The Fed released its annual stress results for the 31 largest banks in the country. Hennessy Funds Portfolio Manager Dave Ellison and RBC’s banks analyst Gerard Cassidy break down the investment implications. G Squared Private Wealth’s Victoria Greene and Ariel Investments’ Charlie Bobrinskoy on today’s market action. Earnings from Micron, Levi and AeroVironment.
6/26/2024 • 43 minutes, 44 seconds
Closing Bell: The Amazon Resurgence 6/26/24
Amazon hit a major milestone today. So, how did that happen and where could the stock go from here? Kate Rooney and Amazon shareholder Hightower’s Stephanie Link break down all the details. Plus, Deepwater Asset Management’s Doug Clinton tells us how he is navigating the tech trade – as the Nasdaq is on pace for its best month of the year. And, Seema Mody breaks down all the highlights from Nvidia’s shareholder meeting and what to expect from Micron’s report in Overtime.
6/26/2024 • 42 minutes, 25 seconds
Closing Bell Overtime: Crypto Investing With Matt Ball; Dynasty Equity CEO On Closing Funding Round With Tiger Woods’ TMRW 6/25/24
Dynasty Equity co-led a Series A round for Tiger Woods’ TMRW; Dynasty co-founder K. Don Cornwell on what’s next for the venture and the boom in sports investing. Third Bridge’s Peter McNally reacts to FedEx’s strong quarter. Skylar Capital’s Bill Perkins gives top energy plays. Epyllion CEO Matt Ball on crypto and adding ether to his ETF.
6/25/2024 • 46 minutes, 19 seconds
Closing Bell: Brace for a Broadening? 6/25/24
Could a significant broadening be in the cards? Charles Schwab’s Liz Ann Sonders explains where she sees stocks headed. Plus, EMJ’s Eric Jackson makes a bold call on Nvidia and reveals how he is navigating that name. And, Allianz’s Mohamed Ed-Erian breaks down what he is expecting from the Fed and this week’s inflation print.
6/25/2024 • 43 minutes, 1 second
Closing Bell Overtime: Arm CEO On AI Demand; American Giant CEO On Walmart Partnership 6/24/24
Arm CEO Rene Haas talks the company’s momentum as it rides the AI boom to a nearly 200% gain since its IPO last September. TIAA Wealth Management CIO Niladri Mukherjee talks best market opportunities. Recursion Pharmaceuticals CEO Chris Gibson on Nvidia partnership and AI’s promise for finding new drugs. Plus, American Giant CEO Bayard Winthrop on new partnership with Walmart.
6/24/2024 • 43 minutes, 36 seconds
Closing Bell: Second Half Set-Up for Stocks 6/24/24
Is the second half set-up favorable for the rally to continue? Solus’ Dan Greenhaus and NB Private Wealth’s Shannon Saccocia give their predictions. Plus, Nvidia sold off again in today’s session after snapping an 8 week win streak. Dan Chung – CEO and CIO of Alger – tells us if this is warning sign for this year’s tech-led rally heading into the second half. And, top technician Jeff DeGraaf called the sell-off in Nvidia. He weighs in on that stock’s move and reveals the sector he thinks is ripe to break out.
6/24/2024 • 42 minutes, 37 seconds
Closing Bell 6/21/24
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.
6/21/2024 • 42 minutes, 54 seconds
Closing Bell Overtime: Mercer CIO On Top Ideas; What To Do With Nvidia 6/21/24
The Nasdaq and S&P 500 notched their third straight positive weeks; Unlimited Funds’ Bob Elliott and Cantor Fitzgerald’s Eric Johnston break down their top trades. Olaulu Aganga, Mercer US CIO, on the playbook for the second half. Ben Reitzes, Melius analyst, on why he’s upping his Nvidia price target again, despite the stock’s decline this week. TD Cowen’s Riu Baral on Sarepta Therapeutics’ huge move on FDA’s expanded use approval for its DMD drug. Plus, a cyberattack is forcing car dealerships back to old-fashioned pen and paper.
6/21/2024 • 43 minutes, 34 seconds
Closing Bell Overtime: Joby’s New App For Its eVTOL; Oshkosh CEO On New USPS Trucks 6/20/24
S&P 500 and Nasdaq hit fresh highs before retreating into the close – Branch Global Capital’s Greg Branch and John Hancock Investment Management’s Emily Roland break down how to play the market at these levels while Moor Insights & Strategy Founder Patrick Moorhead talks the Nvidia trade. Nuveen Real Estate Global CIO on her second-half real estate playbook and where opportunities are. Our Phil Lebeau on Joby’s plans to launch an Uber-style app for its coming eVTOL. Oshkosh Corporation CEO John Pfeifer on the rollout of its new e-USPS trucks and how its electrifying commercial vehicles.
6/20/2024 • 43 minutes, 20 seconds
Closing Bell 6/20/24
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.
6/20/2024 • 43 minutes, 11 seconds
$95M Series B Capital Raise with Apex CEO Ian Cinnamon 6/20/24
Venture capital is back on the rise for space technology – especially for defense and national security contractors. Apeis the latest to benefit, raising $95 million in a Series B round to ramp production of its satellite bus production. On this episode of Manifest Space, Apex CEO Ian Cinnamon sits down with Morgan Brennan to discuss the company’s Series B capital raise, the competitive landscape, and the long-term vision for Apex.
6/20/2024 • 23 minutes, 22 seconds
Closing Bell Overtime: Wall Street’s Biggest Bull: Evercore’s Julian Emanuel On Street High S&P 500 Call; Boeing CEO On The Hill 6/18/24
Evercore’s Julian Emanuel breaks down why he is raising his year-end price target for the S&P 500 to 6,000. Nvidia closed above Microsoft in market valuation for the first time; Bespoke’s Paul Hickey and Stifel’s Barry Bannister break down where tech goes from here. Two Boeing analysts break down CEO Dave Calhoun’s hearing before the Senate.
6/18/2024 • 43 minutes, 25 seconds
Closing Bell: The Emboldened Bulls 6/18/24
What is the road ahead for stocks as price targets keep increasing and the bulls get more emboldened? Keith Meister of Corvex Management breaks down his outlook and how he is playing the market right now. Plus, Nvidia surpassed Microsoft’s market cap to become the most valuable U.S. company. Treasury Partners’ Rich Saperstein tells us how he is navigating the AI arms race. And, KB Home reporting results in Overtime today. We tell you what to watch from that report – after Lennar shares sank post-earnings.
6/18/2024 • 43 minutes, 28 seconds
Closing Bell Overtime: Wave of AI IPOs Coming? Roger Goodell Takes The Stand In Sunday Ticket Trial 6/17/24
Pioneering cloud VC Byron Deeter of Bessemer Venture Partners breaks down the recent dramatic moves in software and if he sees an upcoming wave of AI IPOs. Clocktower’s Marko Papic on where he is finding opportunity outside the US while JPMorgan’s David Kelly and US Bank’s Eric Freedman break down equities in the US as the S&P 500 closed at a record. Zelamn & Associates co-founder Ivy Zelman on the state of the housing market and this round of earnings in the sector. Plus, our Julia Boorsitn on today’s testimony of Roger Goodell in the Sunday Ticket antirust lawsuit.
6/17/2024 • 43 minutes, 32 seconds
Closing Bell 6/17/24
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.
6/17/2024 • 42 minutes, 36 seconds
Closing Bell Overtime: What’s Next For Tesla After Musk Pay Package Approved; Former Walmart US CEO On Consumer 6/14/24
After another Nasdaq record close, where do stocks go from here? Wells Fargo’s Scott Wren and 3Fourteen Research’s Warren Pies weigh in. Our Phil Lebeau on what’s next for Tesla. RBC’s Helima Croft on oil’s push higher. Former Walmart US CEO Bill Simon talks the consumer health after some weak retail results. Goldman Sachs’ Asad Haider on top takeaways from the bank’s annual health care conference.
6/14/2024 • 43 minutes, 39 seconds
Closing Bell: Trading the Record-Setting Rally 6/14/24
Ritholtz Wealth Management’s Josh Brown, Solus’ Dan Greenhaus and NB Private Wealth’s Shannon Saccocia weigh in on what could be next for the market. Plus, we discuss the road ahead for the Fed with CNBC Senior Economics Correspondent Steve Liesman. And, Seema Mody drills down on the leg lower in the industrials sector.
6/14/2024 • 42 minutes, 38 seconds
Closing Bell Overtime 6/13/24
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.
6/14/2024 • 43 minutes, 24 seconds
Space Media With Payload Co-Founder Mo Islam 6/13/24
As the space economy has skyrocketed, so too has coverage. Payload secured funding in 2021 and has grown into a space media hub, newsletters, podcasts, research and events. As it expands into other areas of coverage such as nuclear energy, co-founder Mo Islam joins Morgan Brennan to discuss the big trends tracking for space, how payload is opening up opportunities beyond the final frontier.
6/13/2024 • 24 minutes, 40 seconds
Closing Bell: Wall Street’s Waiting Game? 6/13/24
Can Wall Street stay patient as long as the Federal Reserve as we await confirmation of a soft economic landing? Our all-star panel of Joe Terranova, Courtney Garcia and Adam Parker break down their market forecasts. Plus, BofA Global Research’s Jill Carey Hall tells us where she is finding opportunity in small caps. And, Morgan Stanley’s Michael Mauboussin looks under the surface at market breadth … and what it might mean for the future of this rally.
6/13/2024 • 33 minutes, 38 seconds
Closing Bell Overtime: Parsing Powell; S&P 500, Nasdaq Records; Exclusive Interview with Rubrik CEO Bipul Sinha 6/12/24
The S&P 500 and Nasdaq closed at record highs after Fed Chair Jerome Powell’s press conference and the decision to hold rates steady. Jefferies Chief Market Strategist David Zervos and Invesco’s Kristina Hooper break down the market reaction and where things could go from here. Rubrik stock tumbled 9% despite beating on both lines and providing strong guidance in its first report as a public company; CEO Bipul Sinha on the current cybersecurity landscape, winning market-share and AI. Earnings from Dave & Busters and Broadcom; Bernstein’s Stacy Rasgon breaks down numbers from the chipmaker. Citi Head of Investment Banking for NA John Chirico lays out the environment for M&A and IPOs and the Fed’s impact on both.
6/12/2024 • 43 minutes, 39 seconds
Closing Bell 6/12/24
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.
6/12/2024 • 35 minutes, 3 seconds
Closing Bell Overtime: Exclusive Interviews With CEOs of Mastercard & Affirm; Vertiv CEO On Outperforming Nvidia 6/11/24
A rare and exclusive interview with Mastercard CEO Michael Miebach on the consumer, spending trends, global economic environment and more. Affirm CEO Max Levchin on new payments plans and a partnership with Apple. Vertiv CEO Giordano Albertazzi, a company that helps keep data centers cool, on the company’s explosive stock jump in the past 12 months, outpacing Nvidia’s gains.
6/11/2024 • 43 minutes, 30 seconds
Closing Bell 6/11/24
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.
6/11/2024 • 46 minutes, 16 seconds
Closing Bell Overtime: Apple Unveils Its AI Strategy; Former United CEO On What’s Next For Southwest & Elliott 6/10/24
Apple showed off its long-awaited AI integration—dubbed Apple Intelligence—at the WWDC today in Cupertino. We break down all the angles you need to know. Plus, Dr. Scott Gottlieb on Eli Lilly’s Alzheimer’s drug getting FDA recommended and former United Airlines CEO on the road ahead for the Southwest CEO after Elliott Management revealed a stake in the airliner. Janus Henderson portfolio manager Jeremiah Buckley on how the next leg of the bull market could unfold.
6/10/2024 • 43 minutes, 39 seconds
Closing Bell: Navigating’s Apple’s Big Event 6/10/24
Today’s Worldwide Developer’s Conference could be one of the most significant moments in the history of Apple. Our all-star panel of Steve Kovach, Alex Kantrowitz, Malcolm Ethridge and Ayako Yoshioka break down all of the biggest headlines. Plus, star analyst Dan Ives tells us how Apple’s newly announced partnership with OpenAi could impact the stock in the long run. And, Lauren Goodwin from New York Life Investments tells us why she thinks the “Fed is on a tightrope” ahead of Wednesday’s decision.
6/10/2024 • 42 minutes, 37 seconds
Closing Bell Overtime: Professor Jeremy Siegel On S&P 500 At Record Levels; Samsara CEO On Negative Stock Reaction To Strong Quarter 6/7/24
The S&P 500 touched a record high intraday before retreating into the close. Wharton Professor Jeremy Siegel on where he sees things going from here. Plus, Paulsen Perspectives author Jim Paulsen and Innovator ETFs’ Tim Urbanowicz break down the market action and preview what’s next. Samsara CEO Sanjit Biswas joins exclusively to talk the company’s latest earnings and the negative stock reaction – despite beating on both lines and raising guidance. AeroVironment CEO Wahid Nawabi on his company’s stock runup and the latest government contracts for drones. Plus, Citi Chief US Economist Andrew Hollenhorst on pushing back his Fed rate cut prediction.
6/7/2024 • 42 minutes, 40 seconds
Closing Bell: Record-Setting Rally Set to Roll on? 6/7/24
Investors still debating the fate of the rally with stocks once again reaching new highs this week. But can the momentum continue? Fundstrat’s Tom Lee and NewEdge Wealth’s Cameron break down what they’re expecting. Plus, their takes on the plunge in Gamestop shares and what they’re watching ahead of Apple’s WWDC. Meantime, Charles Schwab’s Kevin Gordon says now is the time to take profits in the high flyers. He tells us why and where he’s telling clients to put their money to work. And, 3Fourteen’s Warren Pies is changing his stance on the energy space. We drill down on why – and what it could mean for the broader market.
6/7/2024 • 42 minutes, 50 seconds
Closing Bell Overtime: Nvidia Facing Possible Antitrust Suits; Morgan Stanley’s Seth Carpenter On Latest Moves From Central Banks 6/6/24
Nvidia posted a down session after news of antitrust lawsuits against the chip giant being mulled by the government; the stock is splitting 10-1 after close tomorrow. Melius analyst Ben Reitzes breaks down what the flurry of headlines mean for investors. Earnings from Vail Resorts, Docusign and Samsara. Morgan Stanley Global Chief Economist Seth Carpenter on the major moves this week from central banks and what it means for the Fed next week. Plus, Procore CEO Tooey Courtemanche, who heads a construction management software company, on what he is seeing in the labor market and his fellow software sector.
6/6/2024 • 43 minutes, 38 seconds
Closing Bell 6/6/24
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.
6/6/2024 • 43 minutes, 16 seconds
Lunar Rovers with Astrolab CEO Jaret Matthews 6/6/24
As SpaceX’s Starship continues its development, some companies are preparing for the radical change it will bring to the space economy. Astrolab, a startup focused on building lunar rovers, was founded by former SpaceX employee Jaret Matthews to meet that need. The company was recently selected by NASA to design lunar terrain vehicles with the hopes of making the rovers Artemis astronauts will use to drive around the moon as soon as 2030. Morgan Brennan sits down with Astrolab CEO Jaret Matthews to discuss the contracts, a Starship economy, and the startup’s plans for its first mission that will launch as soon as 2026.
6/6/2024 • 20 minutes, 1 second
Closing Bell Overtime: Nvidia Tops Apple By Market Cap; Billionaire Howard Lutnick On The Fed, The Rally & The 2024 Election 6/5/24
Nvidia hits a trifecta: closing above $3T market cap, closing above Apple’s market cap and closing at a record high. Bespoke’s Paul Hickey, Truist’s Keith Lerner and our Mike Santoli break down what it means for investors and the market. Billionaire Howard Lutnick talks the market rally, the Fed and more. Telsey Advisory Group CEO Dana Telsey on Lululemon earnings and the broader retail sector. Archer Aviation notched an important FAA win; founder Adam Goldstein on what’s next.
6/5/2024 • 43 minutes, 37 seconds
Closing Bell: The “Wall of Money” 6/5/24
What could fuel the next leg of this record setting run for stocks? Greg Branch from Branch Global Capital Advisors, Rich Weiss from American Century and Stephanie Link of Hightower debate where they stand. Plus, Dean of Valuation Aswath Damodaran tells us how he sees the AI trade shifting and what it might mean for your portfolio. And, Nvidia hit $3 trillion – briefly surpassing Apple’s market cap. We break down that move and what it means for the rest of the chips.
6/5/2024 • 41 minutes, 50 seconds
Closing Bell Overtime: SAP CEO On New AI Partnerships; Why Stocks In India Had Worst Day In Years 6/4/24
Major averages closed higher after rallying in the final hour. Vital Knowledge’s Adam Crisafulli and HSBC’s Nicole Inui break down the action, including earnings from HPE, Crowdstrike and PVH. Barclays analyst Saket Kalia breaks down the earnings from Crowdstrike and why he is bullish on the stock. SAP CEO Christian Klein on his company’s new AI partnerships. Guggenheim analyst Robert Drbul on PVH earnings and its DTC plans. Our Seema Mody on a bad day for stocks in India.
6/4/2024 • 43 minutes, 25 seconds
Closing Bell: Sizzling Summer for Stocks? 6/4/24
The fate of stocks this summer is front and center. Is there enough momentum to keep stocks climbing? Trivariate’s Adam Parker and BNY’s Alicia Levine tell us what they are forecasting for the next few months. Plus, CIC Wealth’s Malcolm Ethridge breaks down what he is expecting from Crowdstrike earnings and the software space as a whole. And, Wells Fargo Securities’ Chris Harvey tells us why he is changing his tune on the reflation trade.
6/4/2024 • 42 minutes, 45 seconds
Closing Bell Overtime: Qualcomm CEO Makes His Case For Why It Can Win At PC Chips; Dutch Bros CEO On Secret Sauce Behind Explosive Growth 6/3/24
Stocks staged a late-day comeback to close well off session lows to kick off trading in June. Schwab Asset Management CEO Omar Aguilar and Hennion & Walsh’s Kevin Mahn break down client positioning ahead of the summer. Qualcomm CEO Cristiano Amon talks his company’s push into PC chips and why its product can win. Dutch Bros CEO Christine Barone on the consumer and the company’s explosive growth. Plus, T. Rowe Price’s Dominic Rizzo on top picks in the tech sector.
6/3/2024 • 43 minutes, 41 seconds
Closing Bell: Gloom or Boom in June? 6/3/24
Stocks started the month with a good amount of red on the board. So what’s next for your money in the month of June? Gabriela Santos from JP Morgan Asset Management and Invesco’s Kristina Hooper break down their forecasts for the weeks ahead. Plus, shares of Nvidia and AMD moved in opposite directions. Big Technology’s Alex Kantrowitz discusses how he views the space right now. And, Goldman Sachs Vice Chairman – and former Dallas Fed President Robert Kaplan – maps out what he thinks the Fed will do at the next few meetings.
6/3/2024 • 42 minutes, 9 seconds
Closing Bell Overtime: Flexport CEO On Surging Shipping Costs; Siemens CEO On Automation In Manufacturing 5/31/24
Stocks surge into the close but major averages ended May lower. RBC’s Lori Calvasina on the path forward for the markets. Flexport CEO Ryan Petersen on shipping costs surging and how transports are impacting inflation. Siemens CEO Roland Busch on automation in manufacturing and how the European giant is positioning its portfolio mix.
5/31/2024 • 43 minutes, 42 seconds
Closing Bell: Too-Stretched for Comfort? 5/31/24
There was no sell in May and go away as the major averages pace for their sixth positive month in seven. But what’s next? NewEdge’s Cameron Dawson, Hightower’s Stephanie Link and Odyssey’s Jason Snipe tell us if they think stocks can climb in June. Plus, Dell tanked after last night’s earnings. But EMJ’s Eric Jackson has been saying he sees the stock as a “stealth play in AI.” He explains where he stands now. And, clean energy had a huge month. Pippa Stevens tells us what names drove that space higher… and if the rally can continue.
5/31/2024 • 42 minutes, 56 seconds
Closing Bell Overtime 5/30/24
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.
5/30/2024 • 43 minutes, 30 seconds
Closing Bell: PCE Looming Large 5/30/24
Is the narrowing rally a sign of an unhealthy market or one that’s just taking another well-deserved breather? Dan Greenhaus from Solus, Joe Terranova of Virtus and Bryn Talkington from Requisite Capital break down what they’re expecting. Plus, T. Rowe’s Sebastien Page tells us what he is expecting from PCE tomorrow. And, top technician Jeff DeGraaf tells us which much-loved sector he thinks could be due for a pullback.
5/30/2024 • 42 minutes, 56 seconds
Manifest Space: AST SpaceMobile Partners with Verizon with AST SpaceMobile CEO Abel Avellan 5/29/24
Verizon is the latest telecom giant to partner with AST SpaceMobile, a small cap satellite operator. Founder & CEO Abel Avellan joins Morgan Brennan to break down the deal’s details, the company’s satellite constellation and future work with government contractors.
5/30/2024 • 19 minutes, 23 seconds
Closing Bell Overtime: Salesforce Disappoints; C3.AI & Pure Storage CEOs On Latest Quarter 5/29/24
Breaking down Salesforce’s disappointing quarter as the stock sinks in Overtime; DA Davidson’s Gil Luria on what’s ahead for the Dow component. Plus, C3.AI CEO Thomas Siebel and Pure Storage CEO Charles Giancarlo talk their companies’ earnings in exclusive interviews. Other reports include Okta, Nutanix, HP and American Eagle – and why one space satellite company stock soared 70% today.
5/29/2024 • 43 minutes, 36 seconds
Closing Bell: The Battle Between Rates & Tech 5/29/24
Will rates or tech decide the fate of the rally? Lauren Goodwin from New York Life and Invesco’s Brian Levitt give their predictions. Plus, venture capitalist Rick Heitzmann gives his take on the rally in the tech sector and if it may be running out of steam. And, American Airlines’ stock had its worst day in 4 years. We explain why and how it’s impacting the rest of that space.
5/29/2024 • 42 minutes, 49 seconds
Closing Bell Overtime: Why Tom Lee Remains Bullish Despite Record Highs In Tech 5/28/24
The Nasdaq closed above 17,000 for the first time as Nvidia continues to help lift the markets. Fundstrat’s Tom Lee breaks down why he remains bullish equities heading into the summer. Earnings from Box and Cava, with Wedbush analyst Nick Setyan giving his instant reaction to Cava’s report. Redfin senior economist Chen Zhao on the housing market.
5/28/2024 • 43 minutes, 33 seconds
Closing Bell: The Road Ahead for the Markets 5/28/24
Sofi’s Liz Young, NB Private Wealth’s Shannon Saccocia and Crossmark’s Victoria Fernandez map out how they think things will play out with tech in the driver’s seat once again. Plus, Nvidia’s stock popped as investors bet Elon Musk’s AI startup will deliver another windfall for the chipmaker. Star chip analyst Stacy Rasgon breaks down how he thinks that news will impact the semi sector in the long run. And, former Federal Reserve Vice Chair Richard Clarida reveals his prediction for rate cuts and the economy at large.
5/28/2024 • 42 minutes, 58 seconds
Closing Bell Overtime: Booking Holdings CEO On Consumer Travel Demand; HII CEO On Shipbuilding, Supply Chain 5/24/24
A record close for the Nasdaq as tech recovered from Thursday’s slide. Unlimited Funds CEO Bob Elliott and Wells Fargo’s Tracie McMillion break down the market action. Booking Holdings CEO Glenn Fogel talks consumer demand for travel and the long-term trends shaping the industry. HII CEO Christopher Kastner talks the supply chain, labor challenges and more.
5/24/2024 • 42 minutes, 45 seconds
Closing Bell: Bull Market Intact? 5/24/24
What does the road ahead for this rally look like? Wharton Professor Jeremy Siegel tells us what he is expecting. Plus, Hightower’s Stephanie Link breaks down the latest moves she is making in her portfolio. And, venture capitalist Rashaun Williams tells us how he is putting his money to work in the tech sector and reveals his new sports investment.
5/24/2024 • 43 minutes, 17 seconds
Closing Bell Overtime: Nvidia’s Blowout Fails To Lift Markets; Intuit CEO On AI Investments 5/23/24
Despite Nvidia closing up nearly 10%, broader markets closed in the red with the Dow posting its worst day since March 2023. Truist’s Keith Lerner and G Squared’s Victoria Greene break down the market action, plus earnings from Workday, Ross Stores and Deckers. Intuit CEO joins in an exclusive interview to talk the strong quarter, plus the productivity gains from investing in AI. KeyBanc’s John Vinh on why there is still more upside ahead in Nvidia. The Department of Justice is suing Live Nation; company President Joe Berchtold on the counterargument. Raymond James’ Global Head of Private Capital Advisory Sunaina Sinha Haldea on how her clients are allocating their money.
5/23/2024 • 43 minutes, 33 seconds
Closing Bell: Stocks Sink Despite Nvidia’s Big Bounce 5/23/24
Given how far much of tech has rallied since the April bottom, should you take some profits or buy into the weakness? All-star panel featuring Trivariate’s Adam Parker, Citi’s Kristen Bitterly and Virtus’ Joe Terranova break down how they’re navigating the market right now. Plus, top tech analyst Mark Mahaney is shaking up his top picks list. He explains those moves. And, the DOJ is suing Live Nation – Ticketmaster’s parent company – over alleged antitrust violations. The company’s president and CFO Joe Berchtold gives his exclusive reaction to that.
5/23/2024 • 46 minutes, 25 seconds
CNH Inks Intelsat Partnership with CNH CEO Scott Wine 5/23/24
As agriculture becomes increasingly connected and autonomous, space is helping to enable the surge in services. CNH Industrial is the latest to level up its satellite communications, partnering with Intelsat to bring satellite communications to precision farming in rural areas. CEO Scott Wine joins Morgan Brennan to dig into the collaboration, what space can bring to farming and the global agricultural downturn.
5/23/2024 • 16 minutes, 3 seconds
Closing Bell Overtime: Nvidia Earnings Bonanza 5/22/24
Nvidia reports Q1 earnings – and extends its recent impressive run. We have you covered from every angle, including analysts, shareholders and contrarian plays. Plus, earnings from Snowflake, ELF, and Synopsys.
5/22/2024 • 46 minutes, 11 seconds
Closing Bell: Moment of Truth for Your Money 5/22/24
Investors anxiously awaiting Nvidia’s report in Overtime … mulling where stocks are likely to go, regardless of those results. Our all-star panel of Bryn Talkington, Josh Brown and Stacy Rasgon break down what they’re expecting and what it could mean for the market as a whole. Plus, Light Street’s Glen Kacher tells us how he is navigating the AI wars. And, Seema Mody sets us up for what’s at stake from Snowflake’s results.
5/22/2024 • 42 minutes, 53 seconds
Closing Bell Overtime: Scale AI CEO On Latest Fundraising Round; Breaking Down Latest Commentary From Fed Officials 5/21/24
Fed officials weighing in recently on the path ahead for rates; Jefferies Chief Market Strategist David Zervos breaks down what you need to know. Vital Knowledge’s Adam Crisafulli and Stifel’s Barry Bannister on the market action, including why Bannister remains bearish on equities. Earnings from Urban Outfitters, Toll Brothers and Viasat. Scale AI announced a $1B raise at a nearly $14B valuation, including investments from Meta, Nvidia, Amazon and more. Founder and CEO Alexandr Wang joins in an exclusive interview to discuss how the company will use the money and how it uses data. BofA analyst Geoff Meacham on what Eli Lilly’s drug approval in China means for the stock.
5/21/2024 • 43 minutes, 8 seconds
Closing Bell: Time to Lean In? 5/21/24
With stocks trading around record highs – is it time to lean in to this bull market or step back? Liz Ann Sonders from Charles Schwab tells us what she thinks is the best strategy. Plus, all eyes are on Nvidia ahead of its crucial earnings report tomorrow. We preview everything investors need to be watching from that report. And, Ether surged in today’s session. We tell you why and how it is impacting the rest of the crypto space.
5/21/2024 • 42 minutes, 50 seconds
Closing Bell Overtime 5/20/24
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.
5/20/2024 • 43 minutes, 32 seconds
Closing Bell: The Everything Rally 5/20/24
Could there be more gains on the way? PIMCO’s Erin Browne, Payne Capital’s Courtney Garcia and CNBC’s Senior Markets Commentator Mike Santoli break down where they’re expecting stocks to go from here. Plus, top bank analyst Mike Mayo is flagging one stock that he thinks is the “Nvidia of banking.” He reveals that name. And, star analyst Dan Ives breaks down Microsoft’s big announcements today and what he is watching from Palo Alto earnings in Overtime.
5/20/2024 • 42 minutes, 57 seconds
Closing Bell Overtime 5/17/24
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.
5/17/2024 • 43 minutes, 43 seconds
Closing Bell 5/17/24
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.
5/17/2024 • 42 minutes, 57 seconds
Closing Bell Overtime: Cummins CEO On AI Impact On Demand; How Grand Theft Auto Is Hitting Take-Two’s Stock 5/16/24
The Dow topped 40,000 for the first time ever before turning lower at the close. Cummins CEO Jennifer Rumsey on raising the company’s long-term financial targets, plus the demand picture for its power generators amid the AI boom. The Bahnsen Group’s David Bahnsen and RBC’s Lori Calvasina break down where markets go from here. Earnings from Applied Materials and Take-Two. Bernstein’s Stacy Rasgon on where we are in the semiconductor cycle. Our Melissa Repko on what Walmart’s earnings mean about the state of the consumer.
5/16/2024 • 43 minutes, 11 seconds
Space Station Acceleration with Vast CEO Matt Hout 5/16/24
Just two years after its founding, startup Vast is one of several startups aiming to put the first commercial space station into orbit. The startup is developing Haven 1, aiming to launch it next year. CEO Matt Hout joins Morgan Brennan from the 2024 Space Symposium to discuss his company’s ambitious plans, creating gravity in space, and its partnership with SpaceX.
5/16/2024 • 21 minutes, 39 seconds
Closing Bell: What’s Next For Stocks? 5/16/24
Joe Terranova of Virtus and Ayako Yoshioka of Wealth Enhancement Group break down where they see markets headed – as the major averages hit record highs. Plus, Blackrock’s Rick Rieder reveals his forecast for the Fed, rates and the economy. And, Deere shares dropped in today’s session following some disappointing guidance. We dig into that report and what it could mean for the rest of that space in the months ahead.
5/16/2024 • 42 minutes, 57 seconds
Closing Bell Overtime: Palo Alto & IBM CEOs Talk New Partnership; Brex Co-CEO Talks Growth 5/15/24
The CEOs of Palo Alto Networks and IBM join to discuss their news the companies are teaming up in cybersecurity threat monitoring and management. Brex was named to CNBC Disruptor 50 list; co-CEO Pedro Franceschi talks about the company’s growth and what’s ahead. Plus, Invitation Homes CEO Dallas Tanner on the current market for housing and rates and our Leslie Picker on the moves the hedge funds are making.
5/15/2024 • 43 minutes, 36 seconds
Closing Bell: Rally Resilience 5/15/24
Is it okay to be more bullish on stocks? Josh Brown and Cameron Dawson break down where they stand. Plus, Big Technology’s Alex Kantrowitz weighs in on Apple hitting $190 for the first time since February … and where he sees the stock headed from here. 3Fourteen’s Warren Pies is skeptical of one key piece of inflation data. He explains why and what it could mean for the broader market. And, Anastasia Amoroso from iCapital maps out the sectors she is betting on right now.
5/15/2024 • 42 minutes, 51 seconds
Closing Bell Overtime: An Exclusive Interview With Alphabet CEO Sundar Pichai 5/14/24
Alphabet CEO Sundar Pichai talks Google’s new slate of AI offerings including Gemini 1.5, AI Overviews and teased its Project Astra after getting off stage at Google I/O, its developer conference. Plus, GM President Mark Reuss on the company’s EV strategy and Anduril CEO Brian Schimpf on the company’s Disruptor 50 ranking and what’s ahead for the startup.
5/14/2024 • 42 minutes, 53 seconds
Closing Bell: Time to Take the Next Leg Higher? 5/14/24
Closing Bell: Time to Take the Next Leg Higher?Descript: Is this still a stay-the-course bull market about to take its next leg higher? Sofi’s Liz Young, JP Morgan’s AJ Oden and Fundstrat’s Tom Lee debate where they stand. Plus, Google held its IO Conference today – we break down the biggest highlights and hear from Alphabet shareholder Ankur Crawford from Alger. And, meme mania is back! We drill down on some new research on who is doing the buying.
5/14/2024 • 43 minutes, 2 seconds
Closing Bell Overtime: Bull Versus Bear Debate; What Tightened Lending Standards Mean For The Economy 5/13/24
Bulls versus bears: Carson Group’s Ryan Detrick and Cantor Fitzgerald’s Eric Johnston square off on where the market goes from here. T. Rowe Price portfolio manager Tony Wang gives his tech and AI playbook and OpenAI rolls out its latest product. Neuberger Berman’s John San Marco on top picks heading into retail earnings. Our Leslie Picker reports on tightened lending standards for banks and what it means for economic growth.
5/13/2024 • 43 minutes, 14 seconds
Closing Bell: Big Bull Rally Risks? 5/13/24
Is the bull market at serious risk or not? Solus’ Dan Greenhaus, Invesco’s Kristina Hooper and Merrill and Bank of America Private Bank’s Marci McGregor debate their forecasts. Plus, Alphabet shareholder King Lip weighs in on what’s at stake for that name ahead of its developer’s conference. And, the EV stocks charged higher today. Phil Lebeau explains what is behind that move and what it could mean for the sector more broadly.
5/13/2024 • 42 minutes, 32 seconds
Closing Bell Overtime: Evercore’s Krishna Guha On The Fed; Betterment CEO On Acquiring Marcus Customers From Goldman 5/10/24
The Dow posting its best week of the year, while the S&P 500 and Nasdaq are both on 3-week winning streak. Wells Fargo’s Scott Wren and Envestnet’s Dana D’Auria break down the market action and look ahead to key data and earnings next week. Zeekr spikes in its first day of trading. Evercore ISI Vice Chairman Krishna Guha talks his inflation expectations. Betterment CEO Sarah Levy gives her first interview since news her company is acquiring Goldman’s Marcus customers. Jefferies analyst Dr. Roger Song on why he sees more upside ahead for Novavax even after today’s 100% move higher.
5/10/2024 • 43 minutes, 36 seconds
Closing Bell 5/10/24
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.
5/10/2024 • 42 minutes, 54 seconds
Manifest Space: 3D Printing Human Organs with Redwire CEO Peter Cannito 5/9/24
Could microgravity be used to print human organs? Redwire announced this week it had successfully bio-printed the first live human heart tissue sample. CEO Peter Cannito joins Morgan Brennan from Space Symposium in Colorado Springs ahead of the announcement to discuss the technology.
5/10/2024 • 20 minutes, 31 seconds
Closing Bell Overtime: Idris Elba On AI; Klaviyo CEO On Life In The Public Markets 5/9/24
The Dow is on its longest winning streak of the year after gaining more than 300 points today; Ariel Investments’ Charles Bobrinskoy breaks down where things stand in the market. Earnings from Dropbox, Akamai, Sweetgreen and Unity. Klaviyo CEO Andrew Bialecki on life in the public markets so far after raising its guidance in its third earnings report. Nvidia-backed CoreWeave just raised $1.1B; CEO Michael Intrator on what’s ahead for the company and AI. Idris Elba is ServiceNow’s new spokesperson. Jon Fortt sits down with him to talk AI’s impact on tech, culture and more.
5/9/2024 • 48 minutes, 50 seconds
Closing Bell 5/9/24
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.
5/9/2024 • 43 minutes, 12 seconds
Closing Bell Overtime: Nvidia CEO Jensen Huang Talks AI Growth & ServiceNow CEO Bill McDermott On How Customers Are Using Its Tools; JPMorgan’s Jennifer Nason On IPO Window 5/8/24
Jon Fortt sits down with Nvidia CEO Jensen Huang in Las Vegas, talking the growth of AI, how customers are using tools and partnerships. Plus, ServiceNow CEO Doug McDermott on what’s next for the industry. JPMorgan Global Chairman of Investment Banking Jennifer Nason talks how tech companies are balancing capital return with AI investment. Earnings from Airbnb, Arm, Robinhood, Instacart, Klaviyo and more.
5/8/2024 • 43 minutes, 23 seconds
Closing Bell 5/8/24
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.
5/8/2024 • 42 minutes, 59 seconds
Closing Bell Overtime: Honeywell CEO On AI In Manufacturing & Why EVTOLs Will Change People’s Lives; TransUnion CEO On Delinquency Rates; Reddit’s First Public Report 5/7/24
Earnings season continues with EA, Wynn, Lyft, Arista Networks and Rivian – plus Reddit surged in Overtime after reporting its first quarter as a public company. Vital Knowledge’s Adam Crisafulli and JPMorgan’s Phil Camporeale break down the action. Honeywell CEO Vimal Kapur talks the company’s plans for AI and monetizing data, plus the energy transition and why he says he expects EVTOLs to change people’s lives like the iPhone – and by 2028. TransUnion CEO Chris Cartwright on the consumer, credit and delinquency rates.
5/7/2024 • 43 minutes, 31 seconds
Closing Bell 5/7/24
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.
5/7/2024 • 43 minutes, 1 second
Closing Bell Overtime: Tyson CFO On Earnings, Inflation, Chicken & Beef; Lucid Motors CEO On EV Demand 5/6/24
Stocks built on Friday’s gains to start the week, marking three straight positive sessions for both the Nasdaq and the S&P 500. Evercore’s Julian Emanuel breaks down how he’s advising clients to position. Earnings from Palantir, Lucid, Simon Property and more. A rare and exclusive interview with Tyson CFO John R. Tyson on the company’s earnings, the consumer and tailwinds in the chicken industry. Lucid Motors CEO Peter Rawlinson on the latest quarter and EV demand. Plus, the maker of Taser acquired a drone maker.
5/6/2024 • 43 minutes, 24 seconds
Closing Bell 5/6/24
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.
5/6/2024 • 41 minutes, 20 seconds
Manifest Space: Boeing’s Starliner Maiden Flight with NASA Administrator Bill Nelson 5/6/24
After nearly a decade, Boeing’s Starliner is about to embark on its first-ever crewed flight. The CFT is scheduled to lift off as soon as tonight. NASA Administrator Bill Nelson joins Morgan Brennan to discuss the milestone, the role of commercial space in the space agency’s outlook, and more.
5/6/2024 • 14 minutes, 34 seconds
Closing Bell Overtime: Stocks Soar To End Week; Under-The-Radar AI Play From JPMorgan 5/3/24
A strong session for stocks send the averages to a positive week; 3Fourteen Research’s Warren Pies and Unlimited Funds CIO Bob Elliott break down the wild week of earnings and what’s ahead for next week. Well-known JPMorgan analyst Stephen Tusa talks his bullishness on an under-the-radar AI play. Apollo Chief Economist Torsten Slok on the Fed’s next move. Plus, Bill Holdings CEO on earnings and the state of small business.
5/3/2024 • 43 minutes, 29 seconds
Closing Bell: Apple Ripe for More Gains? 5/3/24
Is this the week that Apple finally found its footing? Top analyst Erik Woodring from Morgan Stanley gives his forecast for that name. Plus, Cameron Dawson and Josh Brown discuss what they’re looking for from stocks in the week ahead. And, it was a tale of two travel stocks today with Expedia and Booking Holdings moving in opposite directions post-earnings. We tell you what’s behind those moves and what it might mean about the broader travel space.
5/3/2024 • 42 minutes, 19 seconds
Closing Bell Overtime: Apple Earnings Extravaganza, Plus Qualcomm and AWS CEOs 5/2/24
Apple announced the largest corporate buyback in history and investors sent the stock higher in Overtime. We have you covered from every angle. Plus, Qualcomm CEO Cristiano Amon on his company's strong quarter and AWS CEO Adam Selipsky on what's driving growth.
5/2/2024 • 46 minutes, 12 seconds
Manifest Space: Firefly’s Breakout Year with CEO Bill Weber 5/2/24
From leadership upheaval to a lunar launch on deck – 2024 is poised to be a breakout year for space startup Firefly Aerospace. CEO Bill Weber joins Morgan Brennan to discuss the slew of projects at the end-to-end space transportation company from this year’s Space Symposium.
5/2/2024 • 19 minutes, 25 seconds
Closing Bell: Countdown to Apple Earnings 5/2/24
Apple was once the biggest and most important stock in this market. But that was then … and this is now. And “now” tells a very different story with shares the worst performing in the group this year. Will tonight get the stock back on track? CIC Wealth’s Malcolm Ethridge, Virtus’ Joe Terranova and Bryn Talkington of Requisite Capital break down what they’re expecting. Plus, John Spallanzani from Miller Family Office tells us where he is putting his money to work right now. And, Evercore ISI’s Roger Altman maps out his forecast for the Fed and the economy at large.
5/2/2024 • 43 minutes, 5 seconds
Closing Bell Overtime: Howard Lutnick On Why He’s Expecting One Cut This Year; DoorDash CFO On The Quarter & Consumer Spending 5/1/24
The Fed and Jerome Powell kicking May off with a bang for markets, as the rally during his press conference proved short-lived; the S&P 500 and Nasdaq gave up their gains by the end of the session. Jefferies Chief Market Strategist David Zervos and G Squared Private Wealth’s Victoria Greene parse the Fed’s actions and the market reaction. Cantor Fitzgerald CEO Howard Lutnick gives his first reaction to the Fed and tells why he is expecting one cut this year. Earnings from Qualcomm, Wolfspeed, Doordash, Etsy, eBay, Zillow, Carvana and Informatica. DoorDash CFO Ravi Inukonda on his company’s results.
5/1/2024 • 46 minutes, 43 seconds
Closing Bell: Fed Leaves Rates Unchanged, Bond King Gundlach reacts 5/1/24
Stocks rallied on the back of Fed Chair Jerome Powell’s news conference. DoubeLine’s Jeffrey Gundlach gives his exclusive reaction and breaks down what he thinks the Fed’s next move might be. Plus, Sofi’s Liz Young reacts to Gundlach’s big calls – and tells us what she is expecting from stocks in the months ahead. And, we break down what to watch from Apple tomorrow and Qualcomm in Overtime today.
5/1/2024 • 37 minutes, 15 seconds
Manifest Space: SES’s Intelsat Acquisition with SES CEO Adel Al-Saleh 4/30/24
SES is acquiring rival satellite operator Intelsat for $3.1 billion, in a deal that brings together two major communications satellite operators in a market facing increased competition. SES CEO Adel Al-Saleh joins Morgan Brennan to discuss the deal, the competitive landscape and where he sees the future of satellite communications.
4/30/2024 • 18 minutes, 34 seconds
Closing Bell Overtime: Stocks Tumble To End April; Amazon Earnings 4/30/24
Major averages snapped their 5-month winning streaks with a dreary April performance, plus Amazon reported earnings. DA Davidson’s Gil Luria and Maxim’s Tom Forte break down the numbers from every angle, while KeyBanc analyst John Vinh reacts to AMD’s quarterly results. Neuberger Berman’s Kevin McCarthy on what it would take to add Starbucks to his portfolio after its disappointing earnings. Plus, numbers from Caesars, Pinterest, SuperMicro, Mondelez, Clorox and Skyworks.
4/30/2024 • 43 minutes, 29 seconds
Closing Bell 4/30/24
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.
4/30/2024 • 43 minutes, 24 seconds
Closing Bell Overtime: Paramount Global CEO Out As Deal Talks Heat Up; Norfolk Southern CEO Fights Back Against Activist Investor Ancora 4/29/24
Charlie Bobrinskoy, Ariel Investments Vice Chairman and a Paramount shareholder, weighs in on deal talks heating up, plus the news CEO Bob Bakish is stepping down and Q1 results. Plus, other earnings from NXPI Semi, Chegg, and F5 Networks. Norfolk Southern CEO Alan Shaw responds aggressively to activist investor Ancora’s calls for management changes and their courtship of unions. John Hancock Investment Management’s Emily Roland and Innovator Capital’s Tim Urbanowicz get you set for the market action in the week ahead. Plus, BofA Securities Euqity & Quant Strategist Ohsung Kwon on his one market move to make no matter what the Fed does.
4/29/2024 • 43 minutes, 25 seconds
Closing Bell: What does rising stocks and falling sentiment tell us about where the markets might be heading? 4/29/24
Dan Greenhaus from Solus Alternative Asset Management, CNBC’s Steve Liesman and Shannon Saccocia of NB Private Wealth discuss what they’re expecting. Plus, Plexo Capital’s Lo Toney is mapping out what he is watching from Amazon and Apple this week. And, top technician Jeff DeGraaf tells us if last week’s choppy trading was just temporary or a sign of more downside ahead.
4/29/2024 • 42 minutes, 58 seconds
Closing Bell Overtime: Intel CEO on Earnings, Data Center Demand; L3Harris On Strong Quarter & Global Tensions 4/26/24
Intel shares slide in today's session after earnings; CEO Pat Gelsinger talks the company's progress and AI demand. L3Harris CEO Chris Kubasik on a strong quarter, defense spending and geopolitics. The Nasdaq has its best day of the year--how to play the next round of earnings with Apple and Amazon reporting next week.
4/26/2024 • 43 minutes, 8 seconds
Closing Bell: Snapback Here to Stay? 4/26/24
Is today’s bounce back for real? Eric Johnston from Cantor Fitzgerald, Courtney Garcia of Payne Capital and Brian Levitt of Invesco give their expert forecasts. Plus, Big Technology’s Alex Kantrowitz breaks down the big move in Alphabet post-earnings. And, Julia Boorstin tells us what’s behind Snap’s surge – and brings us key comments from CEO Evan Spiegel.
4/26/2024 • 42 minutes, 32 seconds
Closing Bell Overtime: Mega-Tech Earnings: Investors Cheer Microsoft, Alphabet Quarterly Numbers; T-Mobile CEO On Latest Quarter 4/25/24
Alphabet and Microsoft impressed investors in the latest quarter and both stocks moved higher after-hours. Plus, earnings from Snap, Roku, Intel, Gilead and L3Harris. T-Mobile CEO Mike Sievert on the company’s lowest ever churn rate and growing market share.
4/25/2024 • 43 minutes, 43 seconds
Closing Bell 4/25/24
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.
4/25/2024 • 43 minutes, 8 seconds
Manifest Space: One Year of Space Bureau with FCC Chairwoman Jessica Rosenworcel 4/25/24
As mega-constellations proliferate, satellite communications is skyrocketing-- and so is the need to regulate them. In response, the FCC launched its Space Bureau one year ago this month. Since the reorganization, it's taken on space junk, emergency satellite cell service, issuing licenses for lunar landers, and more. FCC Chairwoman Jessica Rosenworcel joins Morgan Brennan to discuss the agency's operations and how she views its role in the new space economy.
4/25/2024 • 16 minutes, 18 seconds
Closing Bell Overtime: Meta Disappoints; Chipotle CEO on Consumer, Inflation & More 4/24/24
Investors sold off Meta in Overtime after its Q1 numbers. We have you covered from every angle, including comments from the CFO. Plus earnings from Ford, Chipotle, Lam Research, IBM and ServiceNow. Chipotle CEO on latest quarter, inflation and more.
4/24/2024 • 45 minutes, 27 seconds
Closing Bell: Will Mega Cap Tech Deliver? 4/24/24
Trivariate’s Adam Parker, iCapital’s Anastasia Amoroso and Wells Fargo’s Sameer Samana break down what they are expecting from earnings – and what it could mean for the broader market. Plus, Meta shareholder Doug Clinton drills down on what he’s watching from that report tonight. And, Elizabeth Burton from Goldman Sachs Asset Management reveals how investors should be positioning their portfolios amid all of the rate cut uncertainty.
4/24/2024 • 43 minutes
Closing Bell Overtime: Tesla Soars After Reporting Earnings; Cleveland-Cliffs, Freeport-McMoRan CEOs On Latest Quarters 4/23/24
Tesla surged in after-hours trading after reporting results. ARK’s Tasha Keeney and former Tesla board member Steve Westly weigh in on next steps for the automaker. Other earnings include Texan Instruments, Visa, Mattel, Seagate and Chubb. Cleveland-Cliffs had its worst day in more than 3 years; CEO Lourenco Goncalves discusses the recent quarter and the stock reaction. Plus, Freeport-McMoRan CEO Richard Adkerson on global copper demand and why he sees the beginnings of a recovery worldwide.
4/23/2024 • 45 minutes, 40 seconds
Closing Bell 4/23/24
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.
4/23/2024 • 42 minutes, 58 seconds
Manifest Space: Space as a Warfighting Domain with Boeing Space Intelligence & Weapon Systems Vice President & General Manager 4/23/24
As geopolitical tensions have soared this week, the role of space as a warfighting domain becomes ever-more critical. A key topic at the Space Symposium, Boeing’s Space Intelligence & Weapon System Vice President and General Manager Kay Sears sits down with Morgan Brennan to discuss space exploration and rising demand for national security in the final frontier.
4/23/2024 • 15 minutes, 42 seconds
Closing Bell Overtime: Wes Edens On Brightline West Breaking Ground in Las Vegas, the Fed and The Risk Investors Are Underappreciating; What’s At Stake Tomorrow For Tesla 4/22/24
Markets bounced back today after a rough week. Bespoke’s Paul Hickey breaks down the market action. Earnings from SAP, Cleveland-Cliffs, Nucor and Cadence Design Systems. RBC analyst and Tesla bull Tom Narayan previews Tesla earnings and the stakes for the EV maker. Wes Edens, Brightline founder, on breaking ground for the Las Vegas to LA high-speed rail line. He also talks energy markets and the risk the market isn’t properly accounting for. Former Commander of the United States Central Command, General Kenneth McKenzie, on the geopolitical risk in the world and foreign aid bills.
4/22/2024 • 43 minutes, 29 seconds
Closing Bell: Navigating the Market’s Next Move 4/22/24
Where is the next move for stocks likely to be after last week’s tumultuous end? Gabriela Santos from JPM Asset Management, NewEdge’s Cameron Dawson and Ayako Yoshioka of Wealth Enhancement Management give their expert forecasts. Plus, tech strategist King Lip is flagging one big red flag he is seeing in the space right now. And, Max Kettner from HSBC Global Research’s thinks last week’s weakness is just temporary. He explains why he is still betting on the bull case.
4/22/2024 • 42 minutes, 51 seconds
Closing Bell Overtime: Major Drawdown in Tech, Semi Stocks; Energy Markets As Geopolitical Tensions Rise 4/19/24
A major selloff in tech and semis stocks today with Nvidia having its worst day since March 2020. Citi’s Scott Chronert and Wealth Enhancement’s Nicole Webb break down the market action from a volatile week. Rapidan Energy Group’s Bob McNally on the energy markets as tensions increase in the Middle Eeast. Evercore Vice Chairman Krishna Guha recaps a busy week in economic data and Fedspeak. Plus, our Kate Rooney on the bitcoin halving.
4/19/2024 • 43 minutes, 39 seconds
Closing Bell 4/19/24
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.
4/19/2024 • 43 minutes, 11 seconds
Closing Bell Overtime: Big Move In Netflix As Tech Earnings Begin; Activist Investor Ancora On What They Want At Norfolk Southern 4/18/24
Tech earnings begin in earnest as Netflix reports Q1. We have you covered from every angle on the big moves with Evercore’s Mark Mahaney, Deeperwater’s Gene Munster and Third Bridge’s Jamie Lumley. JC2 Ventures CEO and former Cisco CEO John Chambers on if the IPO window is opening again and the slide in tech stocks. Plus, Janus Henderson CEO Ali Dibadj gives his market playbook and Morgan sits down with activist investor Ancora on what changes they want to see at Norfolk Southern.
4/18/2024 • 43 minutes, 22 seconds
Closing Bell: Countdown to Netflix Results 4/18/24
Our all-star panel of Odyssey Capital’s Jason Snipe, Big Technology’s Alex Kantrowitz and Virtus’ Joe Terranova explain what they will be watching from Netflix’s numbers in Overtime. Plus, Blackrock’s Rick Rieder weighs in on where yields are going and when the fed might actually start cutting interest rates this year – if at all. And, Ankur Crawford from Alger tells us the haves and have nots of earnings season.
4/18/2024 • 43 minutes, 26 seconds
Manifest Space: Space Billionaire Reaches for the Stars with Kam Ghaffarian 4/18/24
While space billionaires have a slew of visions for the future of humanity, few are literally reaching for the stars literally. Kam Ghaffarian, the co-founder of Axiom Space, Intuitive Machines and more, joins Morgan Brennan from the Space Symposium to discuss the trillion-dollar opportunity in the space economy, nuclear reactors and more.
4/18/2024 • 22 minutes, 37 seconds
Closing Bell Overtime: Is Apple Dead Money?; Ares Credit Group Head On Best Opportunities 4/17/24
Charles Schwab Chief Investment Strategist Liz Ann Sonders talks the recent pullback as stocks finished mostly lower to extend April’s slide. Earnings from CSX, Las Vegas Sands, Alcoa. Maxim analyst Tom Forte on his new note: “Is Apple Dead Money?” Head of Ares Credit Group Kipp DeVeer on where the credit giant is seeing opportunity. Plus, what’s next for TikTok as Congress aims to bring a bill to the floor.
4/17/2024 • 43 minutes, 30 seconds
Closing Bell: What’s Next for the Stocks’ Record Run? 4/17/24
What does the back-up in yields and expectations for rate cuts mean for the rally? Josh Brown from Ritholtz Wealth Management, Hightower’s Stephanie Link and NFJ’s John Mowrey all break down what they see in store for stocks. Plus, top technician Jason Hunter explains why he sees some trouble brewing in the charts. And, Sebastien Page from T. Rowe Price went from being “reluctantly bearish” to being “aggressively neutral.” He tells us what it would take for him to turn bullish.
4/17/2024 • 43 minutes, 20 seconds
Closing Bell Overtime: Interactive Brokers Founder On Retail Activity; Value Investor Bill Nygren Gives Top Picks 4/16/24
A volatile session for stocks as investors weigh more comments from Fed Chair Jay Powell and tensions in the Middle East. Earnings from United, Interactive Brokers and JB Hunt. Interactive Brokers founder Thomas Peterffy on the latest quarter and what it means for the broader economy. Oakmark’s Bill Nygren on his top value picks. Plus, Jon Alterman, Center for Strategic and International Studies Director of Middle East Program, on the latest signals from Israel and Iran.
4/16/2024 • 43 minutes, 35 seconds
Closing Bell: Potholes in Stocks’ Road to Gains? 4/16/24
What is next for stocks? Trivariate’s Adam Parker, CNBC’s Steve Liesman and Truist’s Keith Lerner break down their market forecasts. Plus, Samantha McLemore from Patient Capital is still bullish on stocks. She explains why – and where she is seeing opportunity right now. And, Bank of America CEO Brian Moynihan gives his first take on the quarter.
4/16/2024 • 42 minutes, 43 seconds
Closing Bell Overtime: Stocks Slide As Geopolitical Worries Intensify; Richard Haass On Middle East Tension 4/15/24
Stocks gave up early gains and the major averages closed lower with the Dow posting its largest intraday swing since March 2023. 3Fourteen Research founder Warren Pies and The Bahnsen Group’s David Bahnsen break down the market action while Hamilton Lane co-CEO Erik Hirsch on how private markets are reacting to the geopolitical turmoil. T. Rowe Price’s Dom Rizzo on top tech picks while Richard Haass talks Israel’s potential next moves.
4/15/2024 • 43 minutes, 41 seconds
Closing Bell: Stocks Sink on Concerns over Israel Response to Iran Attacks 4/15/24
Our all-star panel of Dan Greenhaus, Lauren Goodwin and Erin Browne break down what is at stake for stocks amid all of the geopolitical uncertainty. Plus, Plexo Capital’s Lo Toney explains how he is navigating the tech sector. And, market expert Mike Santoli breaks down the most crucial moments of the trading day on an ugly day for stocks.
4/15/2024 • 42 minutes, 32 seconds
Closing Bell Overtime: More Pain In The Markets 4/12/24
The Dow and S&P posted their second straight weekly decline while the is up to three straight. Can bank earnings shift the narrative? Our Leslie Picker on what you need to know ahead of next week while Unlimited Funds CEO Bob Elliott and John Hancock’s Emily Roland break down the market action. Ben Reitzes, Melius Head of Technology Research, on opportunities in this tech sell off. Wedbush’s Matt Bryson on the slide in chip stocks.
4/12/2024 • 43 minutes, 42 seconds
Closing Bell 4/12/24
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.
4/12/2024 • 41 minutes, 8 seconds
Closing Bell Overtime: Tech Stocks Rebound; Apple Has Best Day Of The Year; Evercore’s Roger Altman On Economy, Inflation 4/11/24
Tech led a rebound in stocks after Wednesday’s selling while Apple notched its best day of the year. JPMorgan’s Phil Camporeale on the market action while Patrick Moorhead covers Apple’s bounce. Evercore founder Roger Altman on the Fed’s next steps, when a cut could happen and the resilient economy. Our Morgan Brennan on the explosive growth of the space economy in Colorado. TIAA CIO for Wealth Management Neel Mukherjee on how he is advising clients.
4/11/2024 • 43 minutes, 22 seconds
Closing Bell 4/11/24
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.
4/11/2024 • 43 minutes, 54 seconds
Manifest Space: Cities of Success in Aerospace with Voyager Space CEO Dylan Taylor 4/11/24
Aerospace has grown 88% over the past two decades – more than any other emerging industry in metro Denver and Boulder in that period. With 191 aerospace companies in the region, Voyager Space stands out as a rapidly growing multinational space conglomerate. Founder and CEO Dylan Taylor joins Morgan Brennan to discuss how and why the aerospace industry is thriving in Denver and how one entrepreneur is channeling the economic boom to build the Berkshire Hathaway of space. Tune into “Cities of Success” tonight at 10PM ET tonight for the latest episode of “Cities of Success” – an hour-long special highlighting business and cultural powerhouses across the country.
4/11/2024 • 49 minutes, 21 seconds
Closing Bell Overtime: Stocks Take A Hit After A Hot Inflation Read 4/10/24
CPI came in above expectations and stocks fell while yields rose. Yardeni Research’s Ed Yardeni and BD8 Capital’s Barbara Doran on how to play the market action while Renaissance Macro’s Neil Dutta on what today means for the Fed. Zelman & Associates’ Alan Ratner on housing stocks slide. Ibrahim AlHusseini on Tesla’s slide.
4/10/2024 • 47 minutes, 1 second
Closing Bell 4/10/24
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.
4/10/2024 • 43 minutes
Closing Bell Overtime: Apple’s China Business In Focus; Private Company Insights Ahead Of Earnings 4/9/24
Checking on Apple’s China business with Wedbush’s Dan Ives, plus talking the prospects for the other tech giants. Earnings season insights from private companies with Golub Capital CEO Lawrence Golub. Our Kristina Partsinevelos on Intel’s new AI chip aiming to compete with Nvidia; Moor Insights & Strategy CEO Patrick Moorhead on what it means for investors.
4/9/2024 • 43 minutes, 32 seconds
Closing Bell: The Great Wait 4/9/24
What’s on the line at 8:30 am tomorrow morning with the release of the critical CPI report? Sofi’s Liz Young, Corient’s Amy Kong and Bank of America’s Jill Carey Hall break down their predictions. Plus, Alex Kantrowitz from Big Technology weighs in on the big developments in the AI arms race. And, the Dean of Valuation Aswath Damodaran looks ahead to tomorrow’s critical CPI print.
4/9/2024 • 42 minutes, 51 seconds
Closing Bell Overtime: Emerging Markets Investors’ ABC’s: Anything But China; Tradeweb Markets CEO On Deal Spree 4/8/24
Ruchir Sharma on his best ideas for emerging markets. He says investors are following their ABC’s: Anything But China. Neuberger Berman’s Joe Amato on the investment giant’s outlook and what the Fed will do next. Plus, Tradeweb Markets CEO Billy Hult on his recent spree of acquisitions.
4/8/2024 • 43 minutes, 43 seconds
Closing Bell: Make It or Break It Week 4/8/24
Can stocks continue to rise if bond yields do as well? Anastasia Amoroso from iCapital, Steve Liesman and JP Morgan Asset Management’s Jordan Jackson discuss. Plus, billionaire investor Marc Lasry breaks down where he sees opportunity right now and what he thinks the Fed’s next move could be. And, Google’s cloud conference kicks off tomorrow. We discuss what’s at stake for the company’s AI strategy – and the stock.
4/8/2024 • 41 minutes, 54 seconds
Closing Bell Overtime: Former Ford CEO On Chinese EV Competition; Flexport CEO Talks Port of Baltimore 4/5/24
Stocks bounced back after a strong jobs report, but major averages still ended the week lower. Unlimited Funds CIO Bob Elliott on how to position right now. Former Boston Fed President Eric Rosengren on how immigration is impacting the labor market. Former Ford CEO Mark Fields talks the changing EV landscape and competition from Chinese brands. Flexport CEO Ryan Petersen talks the ripple effects from the Port of Baltimore and the impact of freight rates. Plus, Jon sits down with Intel CEO to talk the foundry business.
4/5/2024 • 43 minutes, 38 seconds
Closing Bell 4/5/24
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.
4/5/2024 • 42 minutes, 58 seconds
Manifest Space: Sierra Space Unveils Satellite Bus Line, Discusses Potential IPO Plans with CEO Tom Vice 4/5/24
Sierra Space, a private space tech company valued at $5.3 billion has been thirty years in the making. Now, it’s unveiling a line of buses—the main bodies of satellites—to sell to others. CEO Tom Vice joins Morgan Brennan to discuss the product launch, its Dream Chaser spaceplane’s maiden voyage, and plans to go public.
4/5/2024 • 24 minutes, 57 seconds
Closing Bell Overtime: Stocks Sell Off In Final Hours Of Trading 4/4/24
Stocks tumbled in the final hours of trading. We have you covered from every angle. Wells Fargo’s Scott Wren and Vital Knowledge’s Adam Crisfulli on the market action while Apollo Chief Economist Torsten Slok breaks down the Fed’s part in this. Plus, Thomas Kennedy, Chief Investment Strategist for Global Wealth Management at J.P. Morgan on how he is telling clients to handle the recent volatility.
4/4/2024 • 42 minutes, 47 seconds
Closing Bell: Rate Cut Reality 4/4/24
Is the bull market at risk? All-star panel of NFJ’s John Mowrey, Mike Santoli, Steve Liesman, BofA’s Marci McGregor and Hightower’s Stephanie Link give their expert market takes as stocks sell off in the final hour of trade. Plus, Evercore’s Roger Altman lays out what he is expecting from the fed in the months ahead – and how tomorrows jobs report could impact its next move. And, Pippa Stevens drills down on the big spike in oil amid the broad sell-off.
4/4/2024 • 46 minutes, 43 seconds
Manifest Space: AI Weather Forecasts with Spire CEO Peter Platzer 4/424
What if AI could make weather forecasts more accurate? Spire Global has been tracking the accuracy of AI-driven weather prediction models using its own satellite data. Now partnering with Nvidia, CEO Peter Platzer joins Morgan Brennan to discuss the collaboration, the massive market for weather forecasting, and the 12 year old company’s path to profitability.
4/4/2024 • 24 minutes, 9 seconds
Closing Bell Overtime: Hunterbrook’s Sam Koppelman On Shorting UWM; Blackstone Global Co-Head of Real Estate On Top Opportunities 4/3/24
Real estate investors are adjusting to a “higher for longer” environment; Blackstone Global Co-Head of Real Estate Kathleen McCarthy talks the impact on her portfolio and where she sees top opportunities going forward. Disney management held off investor Nelson Peltz’s bid for two board seats; shareholder and Peltz-backer Robert Schein of Blanke Schein Wealth Management weighs in on what’s next. The future of investigative journalism? Hunterbrook’s Sam Koppelman talks the company’s launch after it published a blistering report calling out practices at UWM while going short the stock. Plus, Klaviyo CEO on the state of the consumer.
4/3/2024 • 43 minutes, 13 seconds
Closing Bell: Fleeting Pause or Proper Pullback? 4/3/24
Is the stock market’s indecisive start to the second quarter another pause on the way higher… or the stirrings of the first proper pullback in five months? RBC’s Lori Calvasina gives her take. Plus, Disney won its proxy fight against Trian’s Nelson Peltz. Top analyst Laura Martin from Needham breaks down what this might mean for the stock in the long run. And, Ford shares popped on some strong sales numbers. Phil Lebeau explains what this report means for the rest of the autos space and Ford’s EV competitors.
4/3/2024 • 43 minutes, 8 seconds
Closing Bell Overtime: Stock Sell Off Extends Into Second Day; Zillow Co-Founder On Housing Market
Stocks extended their slide into a second day, although finished off worst levels. Canaccord’s Tony Dwyer breaks down the market action while T. Rowe Price’s Sebastien Page on how to position. Earnings from Cal-Maine and Dave & Buster’s. Intel details its latest financial framework, including that operating losses in its foundry business are expected to peak in 2024. Zillow co-founder Spencer Rascoff on the housing market. Plus, getting you set for the Disney boardroom battle between CEO Bob Iger and investor Nelson Peltz.
4/2/2024 • 42 minutes, 58 seconds
Closing Bell: Bracing for a Big Breather? 4/2/24
Is an overbought stock market about to take a big-time breather? Our all-star panel of Solus’ Dan Greenhaus, New York Life Investments Lauren Goodwin and Citi’s Kristen Bitterly break down their forecasts. Plus, Ken Squire from 13D Monitor breaks down the big battle for Disney’s board. And, Goldman Sachs’ Tony Pasquariello weighs in on where he sees the record rally really heading from here.
4/2/2024 • 43 minutes, 13 seconds
Closing Bell Overtime: Why Spin Offs Are The Next Trendy Move For Industrials; Your Q2 Investor Playbook & Another Cloud IPO Filing 4/1/24
Stocks mostly lower to start trading in Q2. Goldman Sachs Senior Strategist Ben Snider and Envestnet co-CIO Dana D’Auria break down the market action while Interactive Brokers Chief Strategist Steve Sosnick gives his April playbook for investors. Microsoft-backed Rubrik files for an IPO. CFRA analyst Zach Warring on PVH’s weak revenue warning that sent the stock sliding. The latest winning strategy for industrials? Spin offs. Our Seema Mody on what’s behind the latest trend while Jefferies analyst Sheila Kahyaoglu on how to play the stocks. Plus, UPS wins a major contract away from FedEx and our Phil LeBeau previews Tesla delivery numbers.
4/1/2024 • 43 minutes, 42 seconds
Closing Bell: Bloom or Gloom? 4/1/24
As April kicks off - will a historically good month play out that way for investors? Trivariate’s Adam Parker and NB Private Wealth weigh in. Plus, top wealth advisor Cheryl Young is breaking out her playbook and explaining where she is finding opportunity outside of big tech. And, Jeff DeGraaf tells us where he thinks the momentum trade is heading from here – and the one sector he thinks is breaking out.
4/1/2024 • 42 minutes, 2 seconds
Closing Bell Overtime: Former FTX Investor On SBF’s Sentencing; Celsius CEO On Surging Growth 3/28/24
The S&P 500 closed up 10% this quarter, its best start to the year since 2019. We bring you your second-quarter playbook, including stealth AI opportunities with Citi’s Drew Pettit. Plus, a former FTX investor on what he makes of Sam Bankman-Fried’s sentencing today and what it means for crypto. Celsius CEO John Fieldly on the company’s incredible stock run and its latest plans for international expansion.Investment Committee Disclosures
3/28/2024 • 43 minutes, 33 seconds
Closing Bell 3/28/24
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.
Fortuna Investments, which rose to fame with early bets on lithium, is now setting its sights on another frontier market. Founder & partner Justus Parmar joins Morgan Brennan to discuss the opportunities in the space space, why now is the time to invest, and his bullish case for Jeff Bezo’s Blue Origin.
3/28/2024 • 24 minutes, 46 seconds
Closing Bell Overtime: How To Play The Latest Record Close For S&P 500; How Big Tech Is Progressing On Its Home-Grown AI Chips 3/27/24
The S&P 500 powered to a record close. We have the names for you that still have room to run higher. BD8 Capital’s Barbara Doran and G Squared Private Wealth’s Victoria Greene break down the market action while Gabelli Funds CIO of Growth Howard Ward talks growth opportunities outside of big tech stocks. Loop Capital analyst Anthony Chukumba reacts to earnings from RH as a read on the high-end consumer. Mercer US CIO Olaolu Aganga on her favorite spots in emerging markets and how to invest in China. Plus, our Kristina Partsinevelos is in Austin, TX to check on the progress hyperscalers are making on their home-grown AI chips.
3/27/2024 • 40 minutes, 55 seconds
Closing Bell: Pullback or Pop? 3/27/24
What lies ahead for stocks at large, for tech as a sector and the broadening of the market? Solus’ Dan Greenhaus, Chris Harvey from Wells Fargo and Crossmark’s Global Investments break down their strategies. Plus, star Apple analyst Erik Woodring weighs in on whether or not the company’s big event coming up could shift investor sentiment. And, Tesla shares driving higher today. We tell you what’s behind that pop and what Altimeter’s Brad Gerstner had to say about the EV maker.
3/27/2024 • 43 minutes, 9 seconds
Closing Bell Overtime: Adobe CEO On How AI Is Shifting Its TAM; UPS CEO On Global Green Shoots 3/26/24
Stocks tumbled in the final hour of trading today, sending the major averages negative. Wharton Professor Jeremy Siegel breaks down the market action and where things go from here. Jon sits down with Adobe CEO Shantanu Narayen to talk its newest products and how AI is changing how big a market the company can serve. ULL CEO Christian Ulbrich on the company’s global real estate portfolio and the state of commercial real estate. Plus, Morgan talks with UPS CEO Carol Tomé about the global macro picture, inflation and how it plans to win back market share.
3/26/2024 • 43 minutes, 13 seconds
Closing Bell: Reset and Recharge? 3/26/24
How much steam is left in the record-setting rally? Sofi’s Liz Young and Payne Capital’s Courtney Garcia map out their forecasts. Plus, JP Morgan’s Jason Hunter says the rally broadening is “suspicious” and that now is the time to sell the break down in crowded momentum groups. And, Gamestop reporting after the bell. We tell you what’s at stake for that stock and what to watch in the report.
3/26/2024 • 43 minutes, 17 seconds
Closing Bell Overtime 3/25/24
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.
Where should investors be looking with earnings looming, interest rates sticky and the Fed urging patience. Adam Parker from Trivariate Research and Meera Pandit of JP Morgan Asset Management give their forecasts. Plus, Reddit shares popped in today’s session following its big market debut last week. Lo Toney from Plexo Capital – which holds Reddit – breaks down what this move means for the broader IPO market. And, Seema Shah from Principal Global Investors is betting on a second half surge. She explains why.
3/25/2024 • 43 minutes, 25 seconds
Closing Bell Overtime 3/22/24
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.
3/22/2024 • 43 minutes, 21 seconds
Closing Bell: Ignore the Warning Signs? 3/22/24
With investors squarely focused on the blessings of a soft economic landing, a benign Fed and an exuberant AI buildout – are any hazards being ignored? Bryn Talkington of Requisite Capital management gives her take. Plus, Former Dallas Fed President Robert Kaplan maps out what he thinks the Fed’s strategy should be in the months ahead. And, some major retailers took a big hit today. We explain why – and where there could be some bright spots in that sector.
3/22/2024 • 42 minutes, 56 seconds
Manifest Space: Space-Enabled Precision and the GPS Bet with Trimble CEO Rob Painter 3/21/24
Trimble, a leader in geospatial technology and player in the Internet of Things (IOT), is reaping the benefits of its initial bet on GPS 46 years ago. Trading at multi-year highs, the company is building on the momentum that stems from building hardware & software for construction, agriculture, transportation, and more. CEO Rob Painter joins Morgan Brennan to discuss Trimble’s portfolio and the role of space in software applications.
3/21/2024 • 23 minutes, 59 seconds
Closing Bell Overtime: What DoJ’s Lawsuit Of Apple Means; FedEx, Lululemon, Nike Earnings Give Macro Clues
The major averages powered higher to another record close as investors digested the latest Fed tealeaves. Earnings from FedEx, Lululemon and Nike. Vital Knowledge’s Adam Crisfulli breaks down the market action while BMO’s Simeon Siegel dives in Nike’s quarter and Evercore’s Jonathan Chappell talks FedEx. CFPB Director Rohit Chopra on advancing new proposals to regulate the biggest banks. Plus, former FTC Commissioner Mozelle Thompson on the DoJ’s Apple lawsuit.
3/21/2024 • 42 minutes, 50 seconds
Closing Bell: Apple Falls on Antitrust Lawsuit 3/21/24
Is this long-rumored antitrust threat to Apple the real thing? How might it change the equation more broadly for tech’s market leadership? CNBC Tech Correspondent Steve Kovach and Apple shareholder Joe Terranova break down the details and what this could mean for the stock in the long term. Plus, while everyone is talking about Apple – Evercore’s Mark Mahaney says there’s another big tech name that could be caught in the DOJ crosshairs. And, top retail portfolio manager Kevin McCarthy tells us what he is looking for from Nike’s report in Overtime.
3/21/2024 • 42 minutes, 38 seconds
Closing Bell Overtime: Fed Holds Rates Steady; Intel CEO On Chips Act Grants
The Fed held rates steady but markets hit record highs after Chair Powell signaled a steady outlook. Jefferies Chief Market Strategist David Zervos and former Boston Fed President Eric Rosengren on the key takeaways from Powell and the Fed. Earnings from Micron, Chewy, Five Below and KB Home. CFRA’s Angelo Zino breaks down Micron’s numbers while Zelman & Associates’ Alan Ratner talks KB Home. Plus, Jon sits down with Intel CEO Pat Gelsinger on the CHIPS Act grants and the geopolitical importance of tech supply chains.
The Closing Bell all-star panel – Josh Brown, Liz Young and Steve Liesman – give their instant reaction to Chair Powell’s News Conference. They break down what is next for the Fed and what it could mean for your money. Plus, we set you up for the big earnings in Overtime.
3/20/2024 • 37 minutes, 49 seconds
Closing Bell Overtime: Markets Digest Nvidia News; Getting Set For Fed Decision 3/19/24
Investors turning their attention from Nvidia to the Fed as its next policy rate decision comes Wednesday. Citi’s Scott Chronert and Evercore’s Krishna Guha break down what to expect. Wedbush analyst Matt Bryson and T. Rowe Price tech portfolio manager Tony Wang react to Nvidia’s new products. Plus, Hamilton Lane Co-CEO Erik Hirsh on investing in private markets ahead of IPOs from Reddit and Astera Labs. And our Emily Wilkins reports on how the Senate result in Ohio could impact crypto prices.
3/19/2024 • 43 minutes, 26 seconds
Closing Bell 3/19/24
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.
3/19/2024 • 42 minutes, 53 seconds
Closing Bell: Goldilocks Era Over? 3/18/24
After a four month rally based on a Goldilocks economy, AI excitement and the prospect of an easier Fed – is the playbook changing as the first quarter winds down? Adam Parker from Trivariate Research and Jordan Jackson of JP Morgan Asset Management break down their forecasts. Plus, RBC’s Lori Calvasina explains why she is bullish on the energy space. And, Goldman Sachs’ Elizabeth Burton tells us her approach to diversifying your portfolio and the two “I’s” she is excited about right now.
3/18/2024 • 42 minutes, 13 seconds
Closing Bell Overtime: Keith Rabois on TikTok, AI; Roger Altman On IPO Window 3/15/24
Averages ended the week lower as the Nasdaq turned negative for March. Macquarie’s Thierry Wizman and Bank of America’s Ohsung Kwon break down the week that was and the next catalyst for the market. Keith Rabois talks his support for banning TikTok and where AI goes from here. Evercore founder Roger Altman on the capital markets picture for 2024. 776 Ventures Founding Partner, an early Reddit employee, talks the upcoming IPO plus investing in space.
3/15/2024 • 46 minutes, 12 seconds
Closing Bell: Churn, Baby, Churn 3/15/24
Is all this churn just an overheated market cooling off or is it the start of what would be the first notable broad pullback in five months? Malcolm Ethridge of CIC Wealth and NB Private Wealth’s Shannon Saccocia map out their market predictions. Plus, Fundstrat’s Tom Lee says there is a strong case for buying the dip. He explains why. And, Amazon is making a big push into the social shopping space. We break down the details and explain how a potential TikTok ban could impact that initiative.
3/15/2024 • 42 minutes, 9 seconds
Manifest Space: Starship’s Third Test with Space Capital Managing Partner Chad Anderson 3/14/24
In another milestone for SpaceX, Elon Musk’s space venture blasted off this morning and traveled to space. The most powerful rocket ever reached orbital velocity and carried out a number of ambitious tests. Space Capital Managing Partner and early SpaceX investor Chad Anderson joins Morgan Brennan to discuss the mission and future moves for the company.
3/14/2024 • 24 minutes, 43 seconds
Closing Bell Overtime: Adobe CEO On Q1, OpenAI’s Sora; What Could Be Next For TikTok 3/14/24
Averages closed lower today after more hotter-than-expected inflation data. Ariel’s Charlie Bobrinskoy on small-caps and G Squared’s Victoria Greene on broader markets. Earnings from Ulta Beauty, Pagerduty and Adobe. Adobe CEO Shantanu Narayen talks the latest quarter, AI adoption and OpenAI’s Sora tool. Lux Capital co-founder Josh Wolfe on the many moving parts around a possible TikTok ban and what could be next. Plus, our Leslie Picker on why some rundown New York City apartments are turning into another headache for regional banks.
3/14/2024 • 42 minutes, 15 seconds
Closing Bell: Keep Your Eyes on the Vol 3/14/24
This return of volatility has investors wondering if they need to prepare for a pickup, especially with another Fed meeting looming next week. Joe Terranova of Virtus, CNBC’s Steve Liesman and BNY Mellon’s Alicia Levine break down what they think investors need to be watching. Plus, top tech investor Glen Kacher gives us his top 5 names in the AI space and why he says they’re worth watching. And, Chris Hyzy from Merrill and Bank of America Private Bank explains why he is bullish on small caps.
3/14/2024 • 42 minutes, 51 seconds
Manifest Space: Moon Mining with Interlune CEO Rob Meyerson 3/13/24
Interlune is emerging from stealth, closing an $18 million seed funding round, led by Reddit co-founder Alex Ohanian’s firm 776. Founded by two former Blue Origin executives, the startup aims to harvest natural resources from space and sell to commercial and government customers. CEO Rob Meyerson joins Morgan Brennan to lay out the company’s strategy and building out the in-space industry.
3/13/2024 • 20 minutes, 23 seconds
Closing Bell Overtime: VanEck CEO On Bitcoin ETF Inflow Surge 3/13/24
VanEck temporarily cut its bitcoin ETF fee to 0% on Monday and inflows have surged more than $200M. CEO Jan van Eck talks long-term strategy and competing with the larger players. BD8 Capital’s Barbara Doran and Cantor Fitzgerald’s Eric Johnston debate if the market is in a bubble. Evercore’s Mark Mahaney shares fresh Netflix data, plus what a TikTok ban would mean for US entertainment stocks. Raymond James Global Head of Private Capital Sunaina Haldea on what her clients are doing and what Reddit’s upcoming IPO means for the broader markets.
3/13/2024 • 43 minutes, 31 seconds
Closing Bell: The Changing Makeup of the Market 3/13/24
What stocks are going to lead the next leg of the bull market? Josh Brown from Ritholtz Wealth Management, Solus’ Dan Greenhaus and Ayako Yoshioka from Wealth Enhancement Group give their predictions. Plus, PIMCO’s Erin Browne tells us how she is navigating inflation and where she is seeing big opportunity in stocks right now. And, Ed Yardeni breaks down how he is playing this rally – and the one thing that he thinks could be a big risk to the market in the months ahead.
3/13/2024 • 43 minutes, 23 seconds
Closing Bell Overtime: S&P 500 Closes At Record High After Tech Bounces Back 3/12/24
Big tech and chip stocks bounced back today, bringing the Nasdaq just short of a record close. But the S&P 500 managed a new record. Vital Knowledge’s Adam Crisfulli talks the market action while T. Rowe Price tech portfolio manager Dom Rizzo on the path forward for big tech and chips. Cowen analyst Helane Becker on how to trade the airlines while Boeing problems compound. Morgan Stanley’s Lisa Shallet on hedging AI exuberance. Plus, Ken Griffen on Trump and previewing retail earnings.
3/12/2024 • 43 minutes, 42 seconds
Closing Bell 3/12/24
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.
3/12/2024 • 42 minutes, 59 seconds
Closing Bell Overtime: Exclusive Interview With AMD CEO; Y Combinator CEO Garry Tan Talks Reddit, OpenAI 3/11/24
Jon sits down for an exclusive interview with AMD CEO Lisa Su, talking adoption of AI PCs, growth expectations for AI and more. Y Combinator Garry Tan talks exclusively about Reddit’s upcoming IPO, funding for private companies 1 year after SVB’s collapse and whether he has had talks with OpenAI about a board seat.
3/11/2024 • 44 minutes, 54 seconds
Closing Bell: Preparing for a Momentum Meltdown 3/11/24
Should investor brace for a momentum meltdown ahead? Liz Young from Sofi, Emily Roland from John Hancock and CNBC’s Mike Santoli give their forecasts. Plus, tech insider Lo Toney of Plexo Capital weighs in on the upcoming Reddit IPO, the run in tech stocks and what Nvidia’s slide might mean for the sector going forward. And, top technician Chris Verrone is flagging two big opportunities outside of tech.
3/11/2024 • 42 minutes, 36 seconds
Manifest Space: Simplifying Space Mobility with Morpheus Space CEO Daniel Block 3/8/24
As the number of spacecraft has skyrockets, so has the risk of collision. Morpheus Space, a space mobility startup, is looking to change the model around maneuvering satellites. CEO Daniel Block joins Morgan Brennan to break down the one-stop satellite services shop—and building a subscription model to do so.
3/8/2024 • 21 minutes, 15 seconds
Closing Bell 3/8/24
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.
3/8/2024 • 42 minutes, 9 seconds
Closing Bell Overtime: S&P 500 Closes At Record high; Breaking Down The Luxury Consumer 3/7/24
The S&P 500 closes at a record high after hitting an intraday all-time high. The Nasdaq also notching an intraday record. RBC’s Lori Calvasina and Bespoke’s Paul Hickey break down the market action, plus earnings from Broadcom, Marvell, Costco, Gap, Docusign, MongoDB and Samsara. Bernstein analyst Stacy Rasgon dives deep into the Broadcom numbers and its AI exposure. CFRA’s Arun Sundaram on Costco’s quarterly results. Neiman Marcus CEO talks the luxury consumer and bringing tech to high-end shopping.
3/7/2024 • 45 minutes, 58 seconds
Closing Bell 3/7/24
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.
3/7/2024 • 42 minutes, 31 seconds
Manifest Space: Lockheed Martin’s Takeover Attempt with Terran Orbital CEO Marc Bell 3/7/24
Terran Orbital, a small satellite maker which went public in a SPAC deal in early 2022, received an unsolicited takeover offer from supplier and investor Lockheed Martin last Friday. The defense prime already owns 28% of the company and now wants to buy the company in a deal valued just under $600 million—significantly below the market valuation when the company first went public at $1.8 billion. Terran Orbital quickly adopted a poison pill – or shareholder rights plan- as the company hopes to solicit other offers and strategize accordingly. CEO Marc Bell joins Morgan Brennan to discuss the company’s future as consolidation continues in a shifting satellite market.
3/7/2024 • 16 minutes, 26 seconds
Closing Bell Overtime: Cloudflare CEO Matthew Prince On This Week’s Social Media Outages; Palantir CTO On Key US Army Win 3/6/24
Stocks bounced back today with the major averages closing higher. BD8 Capital’s Barbara Doran and Citi Research’s Dirk Willer break down the market action. Palantir had its best day in a month after a key US Army contract win; CTO Shyam Sankar what it means for the company and what’s next. Cloudflare CEO Matthew Prince on this week’s major social media outages and its latest deal news. Former Fed Governor Randall Kroszner on Fed Chair Jay Powell’s testimony today and the latest Beige Book data. Hashicorp CEO Dave McJannet talks the latest strong quarter and its buyback plan.
3/6/2024 • 46 minutes, 21 seconds
Closing Bell Overtime 3/6/24
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.
3/6/2024 • 45 minutes, 56 seconds
Closing Bell Overtime: Accenture CEO On Retraining Your Workforce For AI; Fifth Third CEO On The Health Of Regional Banks 3/5/24
A sell off in tech sinking stocks today. Vital Knowledge’s Adam Crisfulli and EMJ Capital’s Eric Jackson break down what the moves mean, plus earnings from Crowdstrike, Box, Nordstrom and Ross Stores. CFRA analyst Zachary Warring digs deeper in retail and Needham analyst Alex Henderson reacts to Crowdstrike’s strong report. Plus, Accenture CEO Julia Sweet on the AI skills gap, Fifth Third CEO Tim Spence on regional bank volatility and AeroVironment CEO Wahid Nawabi on the future of autonomous warfare.
3/5/2024 • 48 minutes, 53 seconds
Closing Bell: March 5, 2024
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.
3/5/2024 • 46 minutes, 38 seconds
Closing Bell Overtime: Mark Cuban On Health Care Costs, AI & Tech Stocks; Stocks Tumble Into Close 3/4/24
Stocks fell into the close, ending at session lows. Janus Henderson’s Marc Pinto and UBS’ Jason Draho break down the market action ahead. After attending a White House roundtable on health care costs, Mark Cuban joins to talk his company Cost-Plus Drugs, regulating AI, if tech stocks are in a bubble and more. Wedbush analyst Matt Bryson breaks down SuperMicro’s move higher and what could be next for investors. Cyberark CEO Matt Cohen on the move in cyber stocks. JPMorgan analyst Chris Hovers previews the week ahead in retail earnings.
3/4/2024 • 43 minutes, 40 seconds
Closing Bell 3/4/24
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.
3/4/2024 • 42 minutes, 26 seconds
Closing Bell Overtime: Nasdaq, S&P 500 Kick Off March With Record Closes; No Fed Cuts In 2024? 3/1/24
The Nasdaq and S&P 500 set new intraday highs and closed at record levels to kick off March trading. Apollo’s Torsten Slok gives his case for why the Fed won’t cut rates this year. Zscaler CEO Jay Chaudhry joins to discuss the latest quarter – and the stock drop that came with it. Boeing is in talks to acquire Spirit Aerosystems; Gabelli portfolio manager Tony Bancroft breaks down what to do with both stocks. Wedbush’s David Chiaverini on turmoil at NYCB and what it means for other regional banks. Plus, Elon Musk sues OpenAI, Elastic tumbles on earnings and what’s going on with Intuitive Machines and its spacecraft that tipped over on the Moon.
3/1/2024 • 43 minutes, 21 seconds
Manifest Space: Intuitive Machine’s Lunar Odyssey with CEO Steve Altemus 3/1/24
Lunar services company Intuitive Machines made history as the first company to successfully land a private spacecraft on the moon. After a wild ride involving a nailbiter of a slightly titled, but soft landing—the spacecraft Odysseus went to sleep as lunar night sets in and is bound to freeze key components. Co-founder & CEO Steve Altemus joins Morgan Brennan to discuss the technical challenges, the sponsorship opportunities which have arisen post-landing, and whether or not Odie can reawaken and “phone home.”
3/1/2024 • 24 minutes, 4 seconds
Closing Bell: Same Bull, Different Month 3/1/24
How hot is too hot for a market on the verge of a 16th weekly gain in the last 18? New Edge’s Cameron Dawson and Shannon Saccocia of NB Private Wealth give their forecasts as we wrap up a busy week. Plus, new reports surfaced today that Boeing is interested in buying back Spirit Aerosystems. Top aerospace and defense analyst Sheila Kahyaoglu gives her first take and breaks down what could be at stake for those stocks. And, Bill Miller IV tells us how he is playing this week’s big bounce in the crypto space.
3/1/2024 • 42 minutes, 57 seconds
Closing Bell Overtime: Record close for Nasdaq and S&P, Zscaler sinks and Real Opportunities in Real Estate 2/29/24
The Nasdaq and S&P 500 closing at record highs as the major averages rally for a fourth straight month. Solus' Dan Greenhaus on whether the rally has legs and if Industrials can keep outperforming the broader market. Zscaler shares getting crushed after earnings. Truist's Joel Fishbein says investors should buy the stock on the dip. The CEO of consumer products maker Compass Diversified tells us whether he sees any signs of slowing consumer spending. And Nuveen Real Estate's Head of Investments Carly Tripp on where she sees the biggest opportunities in the sector.
2/29/2024 • 43 minutes, 24 seconds
Closing Bell: The Sweet Spot for Stocks? 2/29/24
Are we really in a sweet spot for stocks? JP Morgan Asset Management’s Gabriela Santos and Virtus’ Joe Terranova give their expert market opinions. Plus, Professor Aswath Damodardan – known as the Dean of Valuation – is breaking down how he is navigating the mega caps right now. And, Lauren Goodwin from New York Life Investments still isn’t sold on the bull market. She explains why.
2/29/2024 • 43 minutes, 28 seconds
Manifest Space: Space Gone Nuclear with Zeno Power CEO Tyler Bernstein 2/29/24
As commercial space makes its mark on the moon, spacecrafts’ power sources are coming under scrutiny. Solar powered spacecraft freeze upon sunset—but the problem may become obsolete in several years as more nuclear-powered alternatives come to market. Zeno Power co-founder & CEO Tyler Bernstein joins CNBC’s Morgan Brennan to discuss repurposing nuclear waste for fuel, the role of nuclear power in space and growing its client base from government agencies to the commercial sphere.
2/29/2024 • 23 minutes, 35 seconds
Closing Bell Overtime: Rough Ride on Wall Street, Salesforce earnings & C3.AI's CEO 2/28/24
The major averages falling again as the Dow extends its losing streak to a third day and the small-cap Russell 2000 snaps a 4-day win streak. Salesforce headlinING a huge hour of after the bell earnings. The company under pressure after issuing weaker than expected full year revenue guidance. Clear Bridge's Hilary Frisch and Third Bridge's Charlie Miner discuss how investors should trade the stock. And C3.ai CEO Tom Siebel discusses his company's revenue beat before she speaks with analysts on the earnings call.
Could underperforming tech actually be a good thing for this bull market? Ritholtz Wealth Management’s Josh Brown and Hightower’s Stephanie Link give their expert takes. Plus, Alger’s Ankur Crawford says that the Mag 7 is looking more like the Mag 4 right now. She explains why and how she’s navigating that trade. And, Chris Toomey from Morgan Stanley is doubling down on his bear case. He tells us why he’s sticking by his stance despite the major rally.
2/28/2024 • 43 minutes, 7 seconds
Closing Bell Overtime 2/27/24
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.
2/27/2024 • 43 minutes, 35 seconds
Closing Bell: Road Ahead for the Record Rally 2/27/24
Does this record rally have more room to run? Sofi’s Liz Young and Marci McGregor from Bank of America Merrill Lynch give their forecasts. Plus, Apple shares popped on a report that the company is winding down its electric car plans. BakerAvenue’s King Lip – an Apple shareholder – gives his instant reaction to the news. And, Occidental Petroleum CEO Vicki Hollub weighs in on Warren Buffett’s latest comments about the company.
2/27/2024 • 44 minutes
Closing Bell Overtime: Rally on hold, Is Alphabet cheap and state of the consumer 2/26/24
Stocks taking a breather after Fridays record close as investors await more key inflation data later this week. Jefferies tech analyst Brent Thill reacts to earnings from Workday and Unity Software, which he calls a "disaster". Alphabet shares getting hit by problems with its Gemini AI model. Melius' Head of Technology Research Ben Reitzes says the stock is looking cheap, but that doesn't mean investors should buy it. And Former Toys 'R Us CEO Gerald Storch on what earnings from Macy's, Lowe's and Urban Outfitters on Tuesday will say about the state of consumer spending.
2/26/2024 • 43 minutes, 26 seconds
Closing Bell: The ABC’s of Alphabet’s Ai Misstep 2/26/24
Just how much trouble is Google’s generative AI effort in? Has it lost too much ground to Microsoft and others? Our all-star panel of CNBC’s Deirdre Bosa, Big Technology’s Alex Kantrowitz and Solus’ Dan Greenhaus break down their forecasts for the space. Plus, top bank analyst Mike Mayo explains how he is navigating the sector as financials hit a two year high. And, Strategas’ Chris Verrone is flagging a changing of the guard in the market right now. He explains why he sees more opportunity in health care over the likes of tech.
2/26/2024 • 42 minutes, 7 seconds
Closing Bell: Overtime: Another Record Day on Wall Street 2/23/24
The Dow and S&P both hitting another record today. Jefferies’ David Zervos and Brooke May from Evan May Wealth break down this winning week for the market. Plus, Olaolu Aganga from Mercer is breaking out her market playbook – and highlighting where she is seeing pockets of opportunity. And, US Commerce Secretary Gina Raimondo exclusively sat down with Morgan Brennan – discussing AI, the chips act and more.
2/23/2024 • 43 minutes, 41 seconds
Closing Bell 2/23/24
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.
2/23/2024 • 42 minutes, 13 seconds
Closing Bell: Overtime: Dow and S&P Close at Records 2/22/24
Both the Dow and S&P saw record closes today following Nvidia’s strong earnings report. CNBC’s Bob Pisani breaks down those big moves in the market. Plus, Jon Fortt caught up with the Nvidia CEO Jensen Huang about the company’s blockbuster quarter. Analyst Dan Dolev from Mizuho gives his instant reaction to Block’s earnings report. And, top technician Jonathan Krinsky is highlighting two parts of the market – outside of tech – that he thinks investors should be watching right now.
2/22/2024 • 46 minutes, 51 seconds
Closing Bell 2/22/24
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.
2/22/2024 • 46 minutes, 53 seconds
Manifest Space: Public-Private Investment with Office of Space Commerce Director Richard DalBello 2/22/24
As launch costs have dropped and orbital activity rises, the government is taking on more responsibility to keep pace. The NOAA, the Commerce Department’s arm to oversee commercial remote sensing, has expanded dramatically since taking over non-military space tracking from the Department of Defense. NOAA’s Office of Space Commerce Director Richard DalBello joins Morgan Brennan to discuss regulatory action, monitoring the private sector and the office’s growing impact as legislation seeks to reimagine the agency’s role.
2/22/2024 • 25 minutes, 46 seconds
Closing Bell Overtime: Breaking Down Nvidia Earnings, Impact On The Market 2/21/24
Investors have had this day circled on their calendars for a while and it’s finally here: Nvidia’s Q4 results. We have you covered with the numbers and analysis from all angles, including where the stock goes from here and what it means for the rest of the market. BD8 Capital’s Barbara Doran, DA Davidson’s Gil Luria and Moor Insights & Strategy’s Patrick Moorhead dig deep into the numbers. Bessemer Venture’s Byron Deeter and Lux Capital’s Josh Wolfe give their take on what Nvidia means for the private markets and what companies and sectors could be next. Plus, Closing Bell Overtime’s 1-year anniversary.
2/21/2024 • 43 minutes, 13 seconds
Closing Bell 2/21/24
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.
2/21/2024 • 42 minutes, 52 seconds
Closing Bell Overtime: Former Palo Alto CEO On Earnings; Globalfoundries CEO On Chips Act Allotment 2/20/24
It’s another earnings bonanza after the bell rings for overtime with Palo Alto Networks, Diamondback Energy, Chesapeake Energy, Caesars and Toll Brothers all reporting. We have you covered with the numbers and analysis. Vital Knowledge’s Adam Crisfulli on what he makes of earnings season so far while Morgan Stanley’s Lisa Shalett on her favorite sectors and emerging markets. Former Palo Alto CEO Lane Bess on what he makes of the company’s latest earnings. Globalfoundries CEO Thomas Caulfield on his company’s allocation from the CHIPS Act. Zelman & Associates Co-Founder Ivy Zelman makes sense of the housing market as investors wait on the Fed.
2/20/2024 • 46 minutes, 35 seconds
Closing Bell 2/20/24
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.
2/20/2024 • 43 minutes, 2 seconds
Closing Bell Overtime 2/16/24
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.
2/16/2024 • 43 minutes, 26 seconds
Closing Bell: Rattle Proof Rally? 2/16/24
What should investors make of a market that has been tough to rattle even amid a bumpy stretch for economic data and with some signs of froth surfacing in its more speculative corners? Cameron Dawson from NewEdge and Payne Capital’s Courtney Garcia give their expert takes. Plus, top technician John Kolovos sees rising odds of a correction brewing in the charts. He explains why. And, a big move in mortgage rates today – Diana Olick breaks down what it means for the health of the housing market.
2/16/2024 • 42 minutes, 38 seconds
Closing Bell Overtime: CFOs From Coinbase, Deere and Doordash On Latest Quarters 2/15/24
We have you covered on the major earnings today, including Coinbase, Doordash, Roku and DraftKings. Coinbase CFO Alesia Haas on the latest quarter, bitcoin and the incredible move in the stock. Doordash CFO Ravi Inukonda on how the delivery company is managing higher rates. Deere CFO Josh Jepsen on the agriculture cycle, precision agriculture, automation, and subscriptions for farmers.
2/15/2024 • 43 minutes, 21 seconds
Closing Bell: Breakout Following the Shakeout? 2/15/24
Can a clean breakout follow this week’s brief shakeout? And are markets correct in shrugging off that uptick in CPI and softer retail sales report this morning ahead of PPI tomorrow? Rick Rieder – head of Blackrock’s Global Allocation team and CIO of Global Fixed Income – gives his expert take. Plus, top retail analyst Brian Nagel reacts to today’s weak retail sales report. And, we break down what to watch when Coinbase and Roku report in Overtime.
2/15/2024 • 43 minutes, 1 second
Closing Bell Overtime: Latest Stock Moves From Warren Buffett & David Tepper; JFrog CEO On A Strong Quarter 2/14/24
Averages bounced back today and finished near session highs and we heard from Cisco, Twilio, Applovin, Tripadvisor and more in earnings after the bell. CFRA analyst Keith Snyder dives deep into Cisco’s light guidance while Mizuho’s Siti Panigrahi analyzes Twilio’s numbers. JFrog and Informatica CEOs talk their strong quarters with Jon Fortt while CNH CEO Scott Wine discusses the global agriculture market. 13Fs from closely-followed investors including Warren Buffett and David Tepper on their latest stock positions. Plus, breaking news on Meta’s board and Elon Musk’s Tesla stake.
2/14/2024 • 43 minutes, 24 seconds
Closing Bell: The Fate of the Bull Run 2/14/24
Ritholtz Wealth Management’s Josh Brown and T. Rowe Price’s Sebastien Page weigh in today’s market action following yesterday’s major sell-off. Plus, Jan Hatzius from Goldman Sachs gives his first reaction to CPI and breaks down what he is watching from the upcoming PPI report. And, Robinhood shares on the rise following last night’s earnings. CNBC caught up with the CEO for an inside look at the quarter.
2/14/2024 • 44 minutes, 2 seconds
Closing Bell Overtime: Averages Tumble; Bret Taylor On His New AI Company; Globalfoundries CEO On Chip Demand Environment 2/13/24
A red day across the board during the session but an official earnings bonanza after the bell with Airbnb, Lyft, Instacart, Robinhood, MGM, Zillow and IAC reporting. We have the numbers and analysis on all of them, including with top analysts Mark Mahaney, Evercore ISI, and Dan Dolev, Mizuho. Bret Taylor on his new AI company and the latest at OpenAI. Plus, Vital Knowledge’s Adam Crisafulli on today’s selling and Globalfoundries CEO Thomas Caulfield on the environment for chips and his company’s latest earnings report.
2/13/2024 • 45 minutes, 16 seconds
Manifest Space: IM-1 Aims for the Moon with Intuitive Machines CEO Steve Altemus 2/13/24
This Valentine’s Day, Intuitive Machines will become the latest to attempt to launch and land the first commercial lander on the moon. The company is contracted for the mission by NASA as part of its Commercial Lunar Payload Services (CLPS) program, following private held startup Astrobotic’s failed attempt under the same program last month. The SpaceX Falcon 9 will launch the Nova-C lunar lander into space the same day as the company’s one-year anniversary of its public debut. CEO Steve Altemus joins Morgan Brenna ahead of the mission to discuss what’s at stake with the IM-1 mission and outlook for the lunar economy.
2/13/2024 • 19 minutes, 8 seconds
Closing Bell: Stocks Sell Off on Hotter-Than-Expected Inflation Report 2/13/24
Stock sunk in today’s session following some key inflation data. DoubleLine’s Jeffrey Gundlach reacts to that big move and breaks down what he’s forecasting for the months ahead. Plus, Sofi’s Liz Young and New York Life Investments’ Lauren Goodwin explain how they’re navigating the uncertainty. And, we dig into the big moves in financials, utilities and energy amid the broad sell off.
2/13/2024 • 59 minutes, 57 seconds
Closing Bell Overtime: Michael Saylor On Bitcoin Surging, New ETFs & Microstrategy; Emil Michael On Gig Economy 2/12/24
Another record close for the Dow and the S&P 500 notched an all-time intraday high before ending the day lower. Microstrategy’s Michael Saylor on bitcoin’s rise and his own company’s transformation. Former Uber CBO Emil Michael previews gig economy earnings. Chris Verrone, Strategas Head of Technicals, breaks down how the market is positioned while Interactive Brokers Chief Strategist Steve Sosnick on the one stock he says could derail the market. Earnings from Arista Networks, Avis Budget and Cadence Design. Tim Rezvan, Keybac energy analyst, on the sector’s rapid M&A pace.
2/12/2024 • 43 minutes, 57 seconds
Closing Bell: Believe in the Broadening? 2/12/24
Solus Alternative Asset Management’s Dan Greenhaus and BNY Mellon’s Alicia Levine explain their forecasts and whether or not they believe in the broadening. Plus, Sara Naison-Tarajano from Goldman Sachs Private Wealth is revealing how she is advising her ultra high net worth clients. And, retailing legend Mickey Drexler weighs in on the state of the consumer, inflation and the latest NRF/CNBC retail data.
2/12/2024 • 42 minutes, 16 seconds
Closing Bell Overtime 2/9/24
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.
2/9/2024 • 39 minutes, 43 seconds
Closing Bell: Preparing to go Parabolic? 2/9/24
Is the risk surrounding the rally increasing as the S&P keeps rising and some big name stocks go parabolic? Trivariate’s Adam Parker and NB Private Wealth’s Shannon Saccocia give their expert takes. Plus, the mega caps have seen double digit gains for the year. But can this narrow leadership continue its grind higher? Doug Clinton from Deepwater Asset Management weighs in. And, Nvidia rocketing higher once again. We tell you what’s behind that move and how the other chip stocks are reacting.
2/9/2024 • 42 minutes, 12 seconds
Manifest Space: Hawaiian Airlines Strikes SpaceX Partnership (Part 2) with Starlink VP of Business Operations Chad Gibbs 2/8/24
For the first time ever, Hawaiian Airlines is rolling out WiFi services to passengers. Partnering with SpaceX, the airline will equip its first Airbus A-321 with free Starlink Internet service for passengers to use. In a rare interview, Starlink VP of Business Operations Chad Gibbs joins Morgan Brennan to discuss the rollout of Hawaiian Airline’s offering, a milestone for Elon Musk’s space startup and the broader market opportunity for the fast-growing satellite service.
2/8/2024 • 12 minutes, 23 seconds
Manifest Space: Hawaiian Airlines Strikes SpaceX Partnership (Part 1) with Hawaiian Airlines CEO Peter Ingram 2/8/24
For the first time ever, Hawaiian Airlines is rolling out WiFi services to passengers. Partnering with SpaceX, the airline will equip its first Airbus A-321 with free Starlink Internet service for passengers to use. On this episode, Hawaiian Airlines CEO Peter Ingram joins Morgan Brennan to discusses the rollout, the decision to partner with SpaceX in April 2022, and how Hawaiian’s pending acquisition of Alaska Airlines will affect the company’s broadband ambitions.
2/8/2024 • 12 minutes, 51 seconds
Closing Bell Overtime: Affirm CEO On Latest Quarter, Cracks In The Consumer; Hawaiian Airlines CEO On New Starlink WiFi Offering 2/8/24
Another huge slate of earnings with Affirm, Pinterest, Expedia, Cloudflare and Take-Two reporting. Affirm CEO Max Levchin discusses a strong quarter and the investor reaction. Roth analyst Rohit Kulkarni on Pinterest’s quarter and its new partnership with Google. Dom Rizzo, T Rowe Price Global Technology Equity Strategy Portfolio Manager, gives his top picks in tech despite record levels in the market. Plus, Hawaiian becoming the first major airline to offer WiFi through Starlink; Morgan sits down with CEO Peter Ingram and a Starlink VP to discuss.
2/8/2024 • 43 minutes, 3 seconds
Irrational Exuberance? 2/8/24
Has stocks’ record run gotten too exuberant? Wharton School Professor Jeremy Siegel gives his expert take on where he sees the market headed. Plus, as the S&P 500 hovered close to 5,000 Wells Fargo’s Chris Harvey explained how investors should position their portfolios. And, a rundown of what to watch from Take Two and Affirm results.
2/8/2024 • 43 minutes, 32 seconds
Closing Bell Overtime: Exclusive Interview With Disney CEO Bob Iger After Epic Games Investment, Strong Earnings 2/7/24
Disney CEO Bob Iger joins Closing Bell Overtime in a exclusive interview, sitting down with our Julia Boorstin to talk a strong quarter and the company’s $1.5B investment in Epic Games. Other earnings include PayPal, Wynn, Arm and Mattel. Plus, immediate analyst reactions to PayPal and Disney.
2/7/2024 • 45 minutes, 34 seconds
Closing Bell: Dow, S&P Hit Record Highs 2/7/24
The S&P 500 nearly topping 5,000 in today’s session. Ritholtz Wealth Management’s Josh Brown and Senior Market Commentator Mike Santoli break down the crucial final moments of trade. Plus, Yardeni Research’s Ed Yardeni drills down on his forecast for stocks as we sit at record highs. And, Laura Martin from Needham tells us what she is watching from Disney’s report in Overtime.
2/7/2024 • 43 minutes, 52 seconds
Closing Bell Overtime: Instant Reaction To A Major Shakeup In The Sports Streaming World; Interviews with Chegg, Freshworks CEOs 2/6/24
Another earnings bonanza with Snap, Ford, Chipotle, Gilead and VF Corp reporting numbers. Vital Knowledge’s Adam Crisfulli reacts to it all. Plus, instant reaction to breaking news that ESPN, WBD and Fox are close to a deal to start a sports streaming service together from MoffettNathanson analyst Michael Nathanson. Interviews with Chegg CEO Dan Rosensweig and Freshworks CEO Girish Mathrubootham.
2/6/2024 • 48 minutes, 22 seconds
Closing Bell: Does Bad Breadth Matter? 2/6/24
Anastaia Amoroso from iCapital, Veritas’ Greg Branch and Keith Lerner of Truist debate where they see the rally headed from here. Plus, Aswath Damodaran – the so-called “Dean of Valuations” – reveals the one Magnificent 7 stock he thinks is “priced to insanity. And, New York Times Columnist Jim Stewart breaks down what is at stake for Disney when it reports in Overtime tomorrow.
2/6/2024 • 42 minutes, 58 seconds
Closing Bell Overtime: 10 Years Of Satya Nadella’s Leadership At Microsoft; Palantir’s Monster Quarter 2/5/24
Stocks retreated after Friday’s record close; Cantor Fitzgerald’s Eric Johnston and Crossmark CEO Bob Doll break down how they are advising clients in the middle of earnings season. Earnings today include NXP Semi, Palantir, Simon Property and Chegg. DA Davidson analyst Gil Luria breaks down Palantir’s monster quarter. HSBC Private Bank Americas Chief Investment Strategist Jose Rasco on his favorite sectors. Plus, Jon looks back at 10 years of Satya Nadella’s leadership at Microsoft.
2/5/2024 • 43 minutes, 19 seconds
Closing Bell: Market Foundation Showing Cracks? 2/5/24
Is the so-called foundation of the market starting to show cracks? Morgan Stanley’s Erik Woodring explains what Apple’s under performance could mean for the mega-caps and the market more broadly. Plus, JP Morgan Asset Management’s Gabriela Santos is mapping out her rate cut forecast. And, Amy Kong from Corient says we need to see market breadth beyond big tech to sustain the rally. She makes her case and explains where she is seeing opportunity right now.
2/5/2024 • 42 minutes, 36 seconds
Closing Bell Overtime: Deputy Treasury Wally Adeyemo On Blockbuster Jobs Report; Meta Bear Laura Martin On Company’s Strong Earnings 2/2/24
Deputy Treasury Secretary Wally Adeyemo talks the January jobs report that blew past expectations. Another record close for the S&P 500 and Dow, notching their fourth straight positive week. Unlimited Funds’ Bob Elliott and FS Investments’ Lara Rhame break down the latest earnings and today’s blockbuster jobs report. Needham senior analyst Laura Martin, a Meta bear, reacts to the tech giant’s standout earnings report. Coursera CEO on the latest quarter.
2/2/2024 • 42 minutes, 38 seconds
Closing Bell 2/2/24
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.
2/2/2024 • 42 minutes, 49 seconds
Manifest Space: American Dynamism with Andreessen Horowitz’s David Ulevitch 2/1/24
Patriotism is cool again in the tech world, but venture capitalists are on the hunt for the next promising space & defense name to develop tech for the U.S. government. Andreessen Horowitz’s new thesis is American Dynamism, or investing in companies advancing U.S. interests including national security and space. General Partner David Ulevitch joins Morgan Brennan to discuss where he's seeing opportunity in the space economy...and where he's not.
2/1/2024 • 23 minutes, 51 seconds
Closing Bell Overtime: Amazon, Apple, Meta Report And What They All Mean 2/1/24
The final 3 Big Tech companies reporting earnings today: Apple, Amazon and Meta. We have you covered with instant reaction to these market-moving numbers. Wedbush analyst Dan Ives and Evercore’s Amit Daryanani break down Apple; Third Bridge’s Scott Kessler and Roth MKM’s Rohit Kulkarni make sense of Meta and Amazon, including Meta’s first-ever dividend. Plus Bespoke’s Paul Hickey and G Squared’s Victoria Greene on how to play these trades.
2/1/2024 • 46 minutes, 19 seconds
Closing Bell: Tech’s Toughest Test Yet 2/1/24
We count down to three of the most important earnings reports of this season: Apple, Amazon and Meta. Hightower’s Stephanie Link, Malcolm Ethridge of CIC Wealth and Virtus’s Joe Terranova debate what is at stake. Plus, Lauren Goodwin from New York Life Investment Management is giving her take on the road ahead for the Fed.
2/1/2024 • 35 minutes, 28 seconds
Closing Bell Overtime: Breaking Down Powell’s Comments That Sent Stocks Sliding; One Of Apple’s Only Sell Ratings On The Street Breaks Down His View On The Tech Giant 1/31/24
Fed Chair Jay Powell today cast doubts on the chances of a rate cut at the March meeting; his words sending stocks sliding. Ariel’s Charlie Bobrinskoy and Jefferies’ David Zervos break down his comments and the market reaction. Rosenblatt analyst Kevin Cassidy and Third Bridge analyst Lucas Keh break down Qualcomm’s strong earnings. Evercore Vice Chairman Krishna Guha gives his take on Powell’s commentary today. Plus, Rockwell Automation CEO Blake Moret on the latest quarter and our Julia Boorstin on what social media executives said today testifying in front of the Senate Judiciary Committee. Plus, one of the few Apple analysts with a sell rating on the stock discusses his outlook for the tech giant.
1/31/2024 • 43 minutes, 24 seconds
Closing Bell: First Fed Meeting of 2024 in the Books 1/31/24
The first fed meeting of the year is officially in the books – along with the first news conference by chair Jay Powell. The question on everyone’s mind going in was when will the first rate cut come? We break down Powell’s comments and what it might mean for the market with DoubleLine Capital’s Jeffrey Gundlach. Plus, our all-star panel of Ritholtz Wealth Management’s Josh Brown, Sofi’s Liz Young and senior markets commentator Mike Santoli react to Gundlach’s big market calls and what it all means for your money.
1/31/2024 • 40 minutes, 2 seconds
Closing Bell Overtime: Andreessen Horowitz Co-Founder Ben Horowitz On AI, Investing In America; Big Tech Earnings Kick Off With Alphabet & Microsoft 1/30/24
The first two of the big tech names reported today: Alphabet and Microsoft. Investors are still digesting results but Vital Knowledge’s Adam Crisafulli gives his take. Evercore analyst Mark Mahaney on what he makes of Alphabet while DA Davidson’s Gil Luria digs into Microsoft’s report. CFRA’s Angelo Zino takes a look at AM and Stephens’ analyst Joshua Long breaks down Starbucks. Other earnings include Skyworks, Mondelez and EA. Plus, Morgan Brennan has an exclusive interview with Andreessen Horowitz co-founder Ben Horowtiz talks investing in America and the national interest.
1/30/2024 • 45 minutes, 23 seconds
Closing Bell: Moment of Truth for Tech? 1/30/24
We are counting down to the critical earnings reports in Overtime – with both Microsoft and Alphabet on the docket. All-star panel of Alger’s Ankur Crawford, JP Morgan Asset Management’s Meera Pandit and CNBC Senior Markets Commentator Mike Santoli break down what they’re watching and what it at stake. Plus, Sebastien Page from T. Rowe Price is flagging what he thinks is the biggest risk to the market this year. And, star chip analyst Stacy Rasgon explains what he is watching ahead of AMD’s report after the bell.
1/30/2024 • 42 minutes, 53 seconds
Closing Bell: Overtime: Juniper CEO On AI-Native Networking; Klarna CEO On The Credit Health Of The Consumer; What The Options Market Is Saying About Big Tech Earnings 1/29/24
We get you set for a monster week of earnings from Big Tech companies. But before that, it was another record close for the S&P 500. Wells Fargo’s Scott Wren and Truist’s Keith Lerner break down positioning heading into this critical week. Earnings from F5 Networks, Super Micro, Cleveland-Cliffs, Nucor and Whirlpool. Juniper Networks CEO Rami Rahim on the company’s new AI-native networking platform. RBC’s Amy Wu Silverman on what the options market is predicting about big tech earnings. Klarna CEO Sebastian Siemiatkowski on the health of the consumer. Goldman’s Eric Sheridan previews big tech.
1/29/2024 • 42 minutes, 45 seconds
Closing Bell: More Room to Run? 1/29/24
Does the three-month takeoff for stocks still have room to run? That question could be answered for us this week. Dan Greenhaus of Solus Alternative Asset Management breaks down what he is expecting. Plus, King Lip of BakerAvenue Wealth Management is mapping out what he is watching ahead of mega-cap earnings. And, Bank of America’s Chris Hyzy is breaking out his market playbook. He tells us what he is expecting from the Fed and what that might mean for stocks.
1/29/2024 • 42 minutes, 52 seconds
Closing Bell: Overtime: Intel CEO Pat Gelsinger On Company’s Progress; Can Fed Celebrate Victory On Inflation Fight? 1/26/24
The first very busy week of this earnings season wraps up, including results from Tesla, Intel and Netflix. Renaissance Macro’s Neil Dutta and Wilmington Trust’s Meghan Shue break down the action. Jon sits down with Intel CEO Pat Gelsinger on the latest quarter and the company’s progress. Former Federal Reserve board member Frederic Mishkin on the latest data and if the Fed can celebrate victory over inflation yet. Payoneer CEO John Caplan on what his data is saying about the consumer.
1/26/2024 • 34 minutes, 3 seconds
Closing Bell: The Make-or-Break Week Ahead 1/26/24
What are stocks likely to do in the weeks ahead? Especially as we await a critical five days ahead. Professor Jeremy Siegel of the Wharton School maps out his forecast. Plus, Wedbush’s Dan Ives is changing his tune on Tesla. Earlier this week, he joined Scott Wapner at Post Nine and doubled down on his bull case for the EV maker. Now he’s saying he was “dead wrong.” He breaks down his updated take. And, Meta hit a fresh record today. Julia Boorstin explains what’s behind that major move.
1/26/2024 • 42 minutes, 44 seconds
Manifest Space: $100M Series Funding with True Anomaly CEO Even Rogers 1/25/24
Space has transformed from a peacetime domain to a military one, spurring space startups to target warfighting demand. The niche of defense tech and national security space startups is gaining investor interest, with True Anomaly a recent benefactor. CEO Even Rogers joins Morgan Brennan to discuss the $100M Series B funding round it closed in December and his outlook for the first of its satellite launches later this year.
1/26/2024 • 17 minutes, 26 seconds
Closing Bell Overtime: T-Mobile CEO Talks Latest Quarter; Earnings From Intel, Visa 1/25/24
Another busy day of earnings with Intel, Visa, T-Mobile, L3Harris, Western Digital and more reporting numbers. T-Mobile CEO Mike Sievert talks the latest quarter and how the company is competing with Verizon, AT&T. Moor Insights & Strategy CEO Patrick Moorhead breaks down Intel’s quarter. Mizuho’s Dan Dolev on Visa earnings. Franklin Equity Group Portfolio Manager Sara Araghi on earnings season so far.
1/25/2024 • 46 minutes, 7 seconds
Closing Bell: Time to Take Some Profits? 1/25/24
Is it time to take some profits in some of the market’s biggest winners? Light Street’s Glen Kacher maps out his market strategy. Plus, Hightower’s Stephanie Link and Virtus’ Joe Terranova break down their market playbooks. And, star chip analyst Stacy Rasgon reveals what he is watching ahead of Intel’s report in Overtime and what he is expecting for the stock this year.
1/25/2024 • 42 minutes, 32 seconds
Closing Bell Overtime+ CSX CEO Joe Hinrichs 1/25/24
CSX CEO Joe Hinrich discusses the company’s quarterly earnings results, his thoughts on the broader economy, and more.
1/25/2024 • 4 minutes, 58 seconds
Closing Bell Overtime: Earnings From Tesla, IBM & Much More 1/24/24
A busy day for earnings with Tesla, IBM, CSX, ServiceNow and more reporting and we have the numbers and what they mean, plus analyst from BD8’s Barbara Doran. Ark’s Tasha Keeney and former Tesla board member Steve Westly break down what the latest quarterly results mean. Evercore’s Amit Daryanani on IBM’s strong quarter driven by AI. Third Bridge’s Scott Kessler on ServiveNow.
1/24/2024 • 43 minutes, 7 seconds
Closing Bell: Can Anything Stop the Bulls? 1/24/24
The rally is still rolling on … even as some are now wondering whether stocks are starting to look a little lofty. Ed Yardeni – who is still bullish – is raising some of those key questions. He makes his case. Plus, star analyst Dan Ives of Wedbush breaks down what he is watching from Tesla’s report in Overtime today. And, Kristina Partsinevelos reveals what investors need to be watching from IBM’s report.
1/24/2024 • 42 minutes, 33 seconds
Manifest Space: NASA’s eVTOL Play with Archer Aviation CEO Adam Goldstein 1/24/24
NASA, in addition to its space exploration, has been instrumental in the innovation and development of air travel. Announcing a new partnership with Archer Aviation, the space agency & aircraft-maker will develop high-performance battery cells for electric aircraft -and potentially spacecraft. Archer Aviation CEO Adam Goldstein joins Morgan Brennan to discuss the partnership.
1/24/2024 • 17 minutes, 23 seconds
Closing Bell Overtime: Cathie Wood On Stocks’ Record Run, Tech Picks; Earnings Parade Starts With Netflix 1/23/24
Ark Invest’s Cathie Wood talks her underperformance to start the year and names she still likes despite record highs. Netflix is the first big tech company to report; Evercore’s Mark Mahaney and Third Bridge’s Jamie Lumley break down the numbers and the investor reaction. Susquehanna Senior Equity Analyst Chris Rolland on Texas Instruments’ latest earnings. Vital Knowledge’s Adam Crisfulli on positioning as stocks continue to charge higher.
1/23/2024 • 43 minutes, 10 seconds
Closing Bell: Enough Good to Keep Going? 1/23/24
Is there enough going right for stocks to keep going up? Veritas’ Greg Branch and BMO’s Brian Belski debate their forecasts. Plus, Netflix is gearing up to release earnings in Overtime. Big Technology’s Alex Kantrowitz and shareholder Jason Snipe of Odyssey break down what they are expecting and what is at stake. And, Avery Sheffield from VantageRock is gaming out the Fed. She explains when she is expecting the first cut and what it could mean for your money.
1/23/2024 • 45 minutes, 43 seconds
Closing Bell Overtime: UMW CEO and Phoenix Suns & Mercury Owner Mat Ishbia Talks Housing, The Fed And The NBA’s Next Media Deal 1/22/24
UMW CEO and Phoenix Suns & Mercury owner Mat Ishbia on the housing market, whether demand is picking up and media rights. Archer Aviation CEO Adam Goldstein on his company’s deal with NASA. Plus, it was the second-straight record close for the Dow and S&P 500. Wells Fargo’s Scott Wren and Gentrust’s Mimi Duff break down how to position at these levels. Oakmark portfolio manager Tony Coniaris talks some of his favorite stocks right now. Third Bridge’s Peter McNally reacts to earnings from United Airlines.
1/22/2024 • 43 minutes, 13 seconds
Closing Bell: How Far Can the Rally Go? 01/22/24
Rockefeller’s Global Family Office Cheryl Young – who advises high net worth clients – reveals what she is forecasting for stocks. Plus, Chris Verrone is highlighting where he sees the S&P headed from here and the two sectors he is betting on right now. And, two top chip stocks moved in opposite directions today. Our Kristina Partsinevelos breaks down what is behind those moves – and what it might mean for the sector.
1/22/2024 • 41 minutes, 50 seconds
Closing Bell Overtime: Record Closes For Dow, S&P 500 1/19/24
Record closes for the Dow, S&P 500 and Nasdaq-100 as markets shake off a wall of worry. BD8 Capital’s Barbara Doran and Franklin Templeton Fixed Income CIO break down how stocks can power higher in the weeks ahead. Melius’ Ben Reitzes on Apple’s Vision Pro. Citi Global Head of Healthcare, Consumer & Retail Chuck Adams on the dealmaking outlook for those sectors.
1/19/2024 • 44 minutes, 21 seconds
Closing Bell: S&P Hits Record 01/19/24
Is the S&P record a vote of confidence in the soft-landing story? Or a note of dissonance given the rally’s top-heavy leadership and lack of clarity on the interest-rate path? Trivariate’s Adam Parker and John Hancock’s Emily Roland give their expert takes. Plus, Scott Wapner sits down with billionaire and New Fortress Energy Founder and CEO Wes Edens. And, Gabelli’s Kevin Dreyer is flagging some under-the-radar stock picks he is betting on right now.
1/19/2024 • 42 minutes, 54 seconds
Closing Bell: Overtime: Cowboy Ventures Founder Aileen On Finding The Next Wave Of Unicorns; Nuveen CIO Gives Her 2024 Playbook 01/18/24
Stocks closed near session highs and powered higher throughout the final hours of trading; RBC Head of US Equity Strategy Lori Calvasina on if the early-year mini-swoon is over. Humana’s worst day since June 2023 after warning its costs would be higher-than-expected; Mizuho’s Jared Holz on what it means and how to play the sector. Nuveen CIO Saira Malik, who oversees $100B+ in AUM, talks her 2024 playbook. Cowboy Ventures’ Aileen Lee coined the term “unicorn” for private companies in 2013; now she’s back on what the next decade will look like. Plus, former Fed Vice Chair Alan Blinder on the Fed’s next moves and Citi’s Drew Pettit on playing fintech names.
1/18/2024 • 44 minutes, 22 seconds
Closing Bell: A Sign of Something More Serious? 01/18/24
Is this still a routine and needed pause after an overheated rally at the end of 2023? Or is the pressure building toward something more serious? Our all-star panel of Solus’ Dan Greenhaus, Virtus’ Joe Terranova and Crossmark’s Victoria Fernandez break down their thoughts. Plus, Doug Clinton from Deepwater Asset Management is bracing for an AI bubble. He explains how this factors into his 2024 tech playbook. And, top technician Jeff DeGraaf thinks it’s time to buy the dip in small caps. He makes his case. And, Humana shares getting hit today. CNBC’s Bertha Coombs reveals what is behind that move.
1/18/2024 • 43 minutes, 52 seconds
Closing Bell: Overtime: CEA Chair Jared Bernstein On The Biden Economy & Targeting Overdraft Fees; Prologis CEO On Commercial Real Estate 01/17/24
Stocks bounced in the final hour but it wasn’t enough to turn the averages positive on the session. Ariel Investments’ Charlie Bobrinskoy and BNY Mellon’s Jake Jolly on how to position as earnings season ramps up. CEA Chair Jared Bernstein talks the state of the economy and the Biden administration’s plan to target bank overdraft fees. Piper Sandler analyst Patrick Moley on Charles Schwab’s sell off after earnings; Oppenheimer’s Dominick Gabriele on Discover Financial earnings. Fairlead Strategies founder Katie Stockton on why the technicals support more upside for Nvidia, despite its wild 2023. Prologis CEO Hamid Maghadam on the company’s latest quarter and how the macro environment is impacting logistics.
1/17/2024 • 44 minutes, 22 seconds
Closing Bell: Are the Bulls Too Bullish? 01/17/24
Has investor sentiment gotten too bullish? Josh Brown of Ritholtz Wealth Management, CNBC’s Steve Liesman and New York Life Investment’s Lauren Goodwin discuss. Plus, Morgan Stanley’s Chris Toomey makes the case for caution and breaks down what he is expecting from the Fed this year. And, star VC investor Rick Heitzmann is giving his forecast for the magnificent 7.
1/17/2024 • 42 minutes, 53 seconds
Manifest Space: John Deere's SpaceX Strategy with Deere CTO Jahmy Hindman 1/16/24
John Deere is partnering with SpaceX to use Starlink, its space-based internet service to elevate its digital solutions. The heavy-equipment heavyweight has invested billions of dollars to develop digital products & services for farmers. Starlink will connect agriculture machines to internet in remote, low-connectivity areas. CTO Jahmy Hindman joins Morgan Brennan to discuss the terms of the deal, working with SpaceX and the industry-first deal.
1/17/2024 • 11 minutes, 47 seconds
Closing Bell: Overtime: Synopsys CEO On $35B Deal For Ansys; Deere CTO On Groundbreaking Partnership With SpaceX 01/16/24
Another negative day for the major averages after bank earnings rolled on. Vital Knowledge’s Adam Crisafulli and Datatrek Research’s Nick Colas break down the market action. Interactive Brokers Chairman Thomas Peterffy reacts to his company’s latest quarterly results and how the trading environment could be impacted by the Fed’s next move. Synopsys is buying Ansys for $35B; Synopsys CEO Sassine Ghazi on the synergies behind the deal. Invitation Homes CEO Dallas Turner on the current housing market. Plus, Morgan talks with Deere CTO Jahmy Hindman on the company’s just-announced partnership with SpaceX.
1/16/2024 • 43 minutes, 18 seconds
Closing Bell 1/16/24
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.
1/16/2024 • 42 minutes, 29 seconds
Closing Bell: Overtime: Fundstrat’s Tom Lee On Markets, Bitcoin; The AI Halo Effect For Tech Darlings 1/12/24
Averages ended the week higher for the 10th time in the past 11. Fundstrat’s Tom Lee and MUFG Americas Head of US Macro Strategy George Goncalves break down this week’s moves and look forward to earnings season. Our Leslie Picker and RBC analyst George Cassidy react to the first wave of bank earnings. 3Fourteen Research Co-Founder Warren Pies on where he’s positioning. Ben Reitzes, Melius Head of Technology Research, talks AI’s halo effect for tech stocks in 2024.
1/12/2024 • 44 minutes, 41 seconds
Closing Bell: Routine Refresher or Warning Sign? 01/12/24
Are investors right to declare virtual victory over inflation and position for an easier fed? And is the stock market’s two-week pause a routine refresher or a warning that the late 2023 rally ran too far? Dan Greenhaus of Solus and Invesco’s Kristina Hooper weigh in. Plus, a CNBC exclusive with Citi CFO Mark Mason following that company’s earnings report earlier today. Henry McVey breaks out his playbook for 2024 and tells us where he is seeing opportunity this year. And, it was an ugly day for airlines. TD Cowen’s top analyst Helane Becker reacts to that sector’s sell-off.
1/12/2024 • 42 minutes, 52 seconds
Closing Bell: Overtime: IBM CEO On AI Deployment; CrowdStrike CEO On New AI Cyber Threats 01/11/24
It is finally here: the first day of trading for spot bitcoin ETFs. Marathon Digital CEO Fred Thiel and Mike Belshe, Bitgo CEO, on what it means for the price and the companies involved. IBM CEO Arvind Krishna talks AI deployment, the cloud and the company’s consultancy business. CrowdStrike CEO George Kurtz on how the company is adjusting to new threats as AI usage proliferates. Former Kansas City Fed President Thomas Hoenig talks the latest inflation data.
1/11/2024 • 43 minutes, 43 seconds
Manifest Space: Infrastructure as a Service with Loft Orbital COO Alex Greenberg 1/11/24
What if you could get access to space to run applications or collect data without building your own hardware or launching a spacecraft to orbit? Loft Orbital is setting out to provide space infrastructure as a service, running some of its satellites currently in orbit and aiming to conduct “virtual missions.” Loft Orbital Co-Founder & COO Alex Greenberg joins Morgan Brennan to discuss the company’s business model, computing services from space, and its plug-and-play approach to space.
Has the sluggish start to 2024 lowered the bar heading into earnings season or is this a warning sign of rough trading ahead? Charles Schwab’s Liz Ann Sonder gives her expert take. Plus, JPMorgan’s Meera Pandit is mapping out where she’s seeing opportunity this year and the two overseas markets she is avoiding right now. And, top analyst Mike Mayo maps out what he is watching ahead of bank earnings tomorrow morning.
1/11/2024 • 43 minutes, 45 seconds
Closing Bell: Overtime: Nasdaq CEO On AI In The Marketplace, Van Eck CEO On Spot Bitcoin ETF Approval 01/10/24
A busy market day got busier after hours when the SEC approved 11 spot bitcoin ETFs, including one from VanEck; CEO Jan van Eck joins to break down what it means for clients and crypto. Nasdaq CEO Adena Friedman talks AI in the marketplace, fighting financial crime and the IPO pipeline. BD8 Capital’s Barbara Doran and Evans May Wealth’s Brooke May discuss market positioning as tech stocks had another strong day. Plus, Retired Rear Admiral Joseph “Digger” DiGuardo on the attacks in the Red Sea and Dr. Emil Kakkis, Ultragenyx Founder, on the race to develop drugs for rare diseases.
1/10/2024 • 46 minutes, 58 seconds
Closing Bell 01/10/24
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.
1/10/2024 • 42 minutes, 35 seconds
Closing Bell: Overtime: FBI Director On How Generative AI Is Changing The Playing Field, Coursera CEO On AI Class For CEOs 01/09/24
The SEC’s X page was compromised, according to the agency, leading to an erroneous tweet saying Bitcoin ETFs had been approved. First, though, the markets: stocks mostly lower in trading Tuesday. Vital Knowledge’s Adam Crisafulli breaks down where he sees the market headed. Plus, Mercer US CIO Olaolu Aganga on her take on what sectors are set for a 2024 run higher. Coursera CEO Jeff Maggioncalda on his company’s new offering aimed at teaching CEOs on the best way to incorporate AI and Jack in the Box CEO Darin Harris on its spending plans. Geoffroy van Raemdonck, Neiman Marcus CEO, talks the high-end consumer. Plus, Morgan sits down with FBI Director Christopher Wray and NSA Director Gen. Paul Nakasone on the cyber threat from China and how generative AI is changing the playing field.
1/9/2024 • 43 minutes, 37 seconds
Closing Bell: The Risk-Reward for Investors 01/09/24
What is the outlook for stocks in this new year? Trivariate’s Adam Parker and Nicole Webb of Wealth Enhancement Group reveal what they’re expecting. Plus, Skybridge’s Anthony Scaramucci breaks down the looming bitcoin ETF deadline, his Fed forecast and more. And, there were some big moves in the consumer space. We drill down on the moves in the restaurants and retail today.
1/9/2024 • 43 minutes, 48 seconds
Closing Bell: Overtime: Abercrombie, Five Below CEOs On Holiday Sales; What’s Next For Boeing 01/08/24
The averages rallied today with the Nasdaq climbing over 2% and the Dow shrugging off a major drag from Boeing. Barclays Head of US Equity Strategy Venu Krishna breaks down his top ways to play this market. Morgan interviews Abercrombie & Fitch CEO Fran Horowitz and Five Below CEO Joel Anderson from ICR Conference in Orlando; they discuss holiday sales, the state of the consumer and more. HSBC’s Joe Rasco, Global Private Banking & Wealth Chief Investment Officer, Americas, on where his clients are putting money to work. RBC analyst Ken Herbert on the investment implications from this weekend’s Boeing incident; former FAA Administrator Michael Huerta on how the company needs to approach its next few months.
1/8/2024 • 44 minutes, 26 seconds
Closing Bell: The Fate of the Interrupted Rally 01/08/24
What does the road ahead for your money look like with earnings season about to get underway? AJ Oden from JP Morgan Private Bank and NewEdge’s Cameron Dawson lay out their forecasts. Plus, Nvidia shares popped on some big announcements at CES. Star chip analyst Stacy Rasgon breaks down how he sees this impacting the stock in the year ahead. And, Capital Wealth Planning’s Kevin Simpson breaks down his latest trades.
1/8/2024 • 42 minutes, 23 seconds
Manifest Space: Vulcan Centaur Liftoff with United Launch Alliance CEO Tory Bruno 1/8/24
In its maiden flight, United Launch Alliance’s Vulcan Centaur lifted off from Cape Canaveral in its first-ever flight and launched the U.S.’s first lunar landing attempt since the Apollo era. For ULA, a joint venture between Boeing and Lockheed Martin, this was a pivotal mission—and the beginning of a new era for the company in a rapidly shifting launch environment. ULA CEO Tory Bruno joins Morgan Brennan to discuss the maiden mission, the company’s plan for Vulcan, and reports of ULA being on the sale block.
1/8/2024 • 12 minutes, 13 seconds
Closing Bell: Overtime: Averages End First Week Of 2024 Lower; Hottest Sectors for 2024 Dealmaking 01/05/24
The first trading days of 2024 are in the books and the major averages snapped their 9-week winning streaks. Lindsey Bell, 248 Ventures Chief Strategist, and Nathan Sheets, Citi Global Chief Economist, discuss what’s ahead for the markets. Moody’s Chief Economist Mark Zandi breaks down the December jobs report and what it means for the Fed. Barclays Co-Head of Investment Banking Taylor Wright talks the IPO pipeline and what sectors could see the most dealmaking in 2024, while Oppenheimer senior biotech analyst Jay Olson talks the health care sector and what stocks he is watching in the year ahead.
1/5/2024 • 44 minutes, 22 seconds
Closing Bell: Rally on the Rocks?
It’s been a slow start to 2024… so what lies ahead for stocks with some critical data and earnings looming next week? Payne Capital’s Courtney Garcia and Stephanie Link of Hightower reveal their forecasts. Plus, long-time bull Tom Lee from Fundstrat is making the case for caution in the first half of this year. He explains why. And, Stempoint Capital’s Michelle Ross is flagging some under-the-radar biotech picks she is betting on.
1/5/2024 • 42 minutes, 42 seconds
Manifest Space: The First-Ever Private Moon Landing with Astrobotic Technology CEO John Thornton 1/4/24
The upcoming liftoff of ULA’s Vulcan Centaur rocket is historic for a number of reasons: the first flight of the megarocket will also carry a payload aiming for the first-ever private moon landing. The Peregrine lunar lander was manufactured by Astrobotic, a Pittsburgh-based robotics company founded in 2007 by Carnegie Mellon scientists. Aiming to be the “Moon company and more,” Astrobotic’s first mission will carry 20 payloads, including 5 from NASA’S Commercial Lunar Payload Services (CLPS) initiative. On this episode, Morgan Brennan sits down with Astrobotic Technology CEO John Thornton ahead of the historic launch.
1/4/2024 • 22 minutes, 16 seconds
Closing Bell Overtime: Tech Tanks, Let's Make A Deal and Reddit Co-Founder On Crypto & AI Outlook 01/04/24
The Nasdaq closing lower for a fifth straight day amid more weakness in tech stocks. The major averages now on pace to snap an 8-week winning streak. Canaccord Genuity's Tony Dwyer discusses whether there's more pain ahead for the bulls or if investors should buy on this weakness. Citi Head of Investment Banking Tyler Dickson gives his outlook for deal making in 2024 and which sectors look the most ripe for mergers. Reddit Co-Founder & Venture Capitalist Alexis Ohanian just made a big investment in a bitcoin related company. He weighs in on the outlook for cryptocurrencies as well as the other areas of the market he sees opportunities in, including AI. Eli Lilly announcing plans to sell its popular weight loss drugs directly to consumers. A top pharma analyst tells us what that could mean for the stock. And Apollo Global Management Chief Economist Torsten Slok on what the Fed's December pivot could mean for the job market and the economy.
1/4/2024 • 43 minutes, 11 seconds
Closing Bell: The Great Giveback of 2024? 01/04/24
Has the enormous end of year rally become the great giveback of 2024? Trivariate’s Adam Parker and Virtus’ Joe Terranova map out their theories. Plus, Corient’s Amy Kong explains what she’s forecasting for the magnificent 7 this year. And, top technician Jeff DeGraaf is mapping out the market… and reveals the two sectors he is betting on right now.
1/4/2024 • 43 minutes, 45 seconds
Closing Bell Overtime: Stocks Sink Again, Cashing In On The Consumer & Under the Radar AI Plays 01/03/24
It's been a rough new year for the bulls as the major averages sink again. Tech and small caps among the biggest underperformers. JPMorgan Asset Management's David Kelly and BD8 Capital CEO Barbara Doran react to the sell off and whether this is a buying opportunity for investors. Former Fed Vice Chairman Alan Blinder explains what the Fed is looking for in Friday's December Jobs Report – and what it could mean for the central bank's interest rate strategy. BMO Capital's Simeon Siegel reveals his shopping list for retail stocks in 2024. And Melius Head of Technology Research Ben Reitzes has his own shopping list: under the radar AI plays.
1/3/2024 • 44 minutes, 29 seconds
Closing Bell: Positioning Your 2024 Portfolio 01/03/24
As the Santa Claus rally ends, investors are positioning for whatever a new year could bring. Josh Brown of Ritholtz Wealth Management and iCapital’s Anastasia Amoroso break down their playbook for 2024. Plus, Evercore’s Roger Altman reveals the two headwinds that he thinks could derail a strong year for stocks. And, we break down the swarm of activist action surrounding Disney. CNBC’s Leslie Picker has all the details and what it could mean for the stock in the long run.
1/3/2024 • 42 minutes, 42 seconds
Closing Bell Overtime: Stocks Struggle to Start 2024, Tech Wreck & Agriculture Impact On Commodities 01/02/24
Stocks kick off the year mostly in the red although the Dow did finish slightly higher. Evercore ISI's Julian Emanuel lays out his 2024 playbook and discusses whether investors should be buying on pullbacks. Strategas' Chris Verrone says the burden of proof is on the bears to begin the trading year. The tech sector sharply selling off after Barclays downgraded Apple to sell over lackluster iphone sales. Goldman Sachs' Eric Sheridan discusses whether that's a warning for other mega-cap tech stocks. And CNH Industrial CEO Scott Wine on the demand for agricultural equipment like tractors and how that could impact commodity prices.
1/2/2024 • 43 minutes, 40 seconds
Closing Bell: Bull Market Still Safe & Sound? 01/02/24
A new trading year is officially underway so the big question is: is the bull market safe and sound… or just taking on a different look? Dan Greenhaus of Solus Alternative Asset Management and New York Life Investments’ Lauren Goodwin give their takes. Plus, tech saw a year of strength in 2023. VC investor Rashaun Williams breaks down whether he thinks its time to trim tech or if the sector still has room to run in the New Year. And, one of the street’s biggest bulls - NFJ’s John Mowrey – reveals his 2024 playbook.
1/2/2024 • 42 minutes, 37 seconds
Closing Bell Overtime: 2023 in the Trading Books 12/29/23
The Nasdaq was the big winner of the year – up more than 40% on the year, which is its best performance since 2020. The Dow, S&P and Russell all finished strong with their fourth positive year in the last five years. Now it’s all about what to do in the 2024. Vital Knowledge’s Adam Crisafulli and Victoria Green of G Squared Private Wealth break down their year-ahead strategies. Plus, RBC’s Gerard Cassidy reveals his playbook for the banks in 2024. And, investors are eyeing big gains for the new year… in the fitness space. Brandon Gomez explains the key stocks to watch amid the resurgence of New Year’s resolutions.
12/29/2023 • 44 minutes, 31 seconds
Closing Bell 12/29/23
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.
12/29/2023 • 43 minutes, 1 second
Closing Bell Overtime: S&P Hovers Near Record Close 12/28/23
The S&P hovered near a record close but didn’t quite make it – though the Dow did notch its seventh record high this month. James Demmert from Main Street Research and Paul Hickey from Bespoke weigh in on this year-end market action. Plus, CNBC.com’s Tanaya Macheel breaks down what to expect from crypto in 2024. And, the CEO of Suntory – the company behind Jim Beam and Maker’s Mark – explains how a big tariff pivot could impact its bottom line.
12/28/2023 • 44 minutes, 37 seconds
Closing Bell 12/28/23
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.
12/28/2023 • 43 minutes, 34 seconds
Manifest Space: Space Advocacy with AIA CEO Eric Fanning 12/28/23
As commercial space has taken off in the 21st century, so too has popular interest in. As demand for talent rises, advocacy organizations like the Aerospace Industries Association are focused on converting that interest into a bigger talent pipeline. CEO Eric Fanning joins Morgan Brennan from the Reagan National Defense Forum to discuss space policy, national security concerns, and education.
12/28/2023 • 14 minutes, 36 seconds
Closing Bell Overtime: S&P nears record high, Tesla takes off & Re/Max CEO on home prices 12/27/23
Stocks close higher again as the S&P 500 inches closer to a record high and the major averages try to extend their 8-week winning streak. Tesla one of the top performers on Wall St. on a report it is revamping its Model Y at its Shanghai Factory. Roth Capital's Craig Irwin discusses whether the stock can keep rallying. eToro U.S. CEO Lule Demmissie weighs in on the state of retail investors and whether they can help fuel the next leg of the market rally. And Re/Max CEO Nick Bailey discusses whether existing home sales can rebound now that mortgage rates are on the decline.
12/27/2023 • 44 minutes, 20 seconds
Closing Bell 12/27/23
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.
12/27/2023 • 42 minutes, 54 seconds
Closing Bell Overtime: Stocks Keep Rallying, Biotech Buyout Boom & Under the Radar Housing Play 12/26/23
Stocks surging again as the major averages try to extend an 8-week win streak. Long-time bull Tom Lee says the market can keep rallying in the new year – and reveals which group he thinks can soar 50%. Another day, another buyout in the biotech industry. This time it's two deals. Astrazeneca acquiring Gracell Biotechnoligies for $1.2B and Bristol Myers buying Rayzebio for $4.1b and comes just days after Bristol announced a $14b deal for Karuna Therapeutics. Wedbush Biotech analyst Laura Chico says the M&A action should continue next year and names her top picks in the space. The Mastercard spending pulse report shows holiday retail sales increased 3% from a year ago despite retailers warning about spending concerns. Neuberger Berman's John San Marco and Bernstein's Nikhil Devnani name their top retail and e-commerce picks. And Frontdoor CEO Bill Cobb discusses his red hot stock, which has been soaring along with the housing market. He discusses whether consumers are still spending on home warranties and repairs and if he is able to increase prices.
12/26/2023 • 44 minutes, 28 seconds
Closing Bell 12/26/23
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.
12/26/2023 • 42 minutes, 50 seconds
Closing Bell Overtime: Win streak hits 8-weeks, Nike weighs on the Dow, Real estate and rates 12/22/23
A mixed day for the major averages, but stocks managed another winning week – the longest weekly win streak for the S&P 500 since 2007. Wealth Enhancement Group’s Nicole Webb and MUFG Head of US Macro Strategy George Goncalves give their outlook for the final trading days of the year and what to expect in 2024. Nike fell hard following last night’s earnings report. Long-time retail analyst Dana Telsey discusses if it’s a red flag for the rest of the sector. Shopoff Realty’s CEO talks about the impact of rate cuts on the real estate space. Plus a potential new funding round for OpenAI, why banks borrowed billions from the Fed last week, and a look at the forecast for the cloud and enterprise software with the CEO of HashiCorp.
12/22/2023 • 44 minutes, 33 seconds
Closing Bell 12/22/23
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.
Stratolaunch’s giant airplane conducted its first-ever captive-carry flight with a fueled hypersonic test vehicle. The 12th flight for the company’s Roc launch platform, the mission brings the startup closer to the first powered flight of the Talon-A. CEO Zach Krevor joins Morgan Brennan to discuss the recent milestone, hypersonic flight’s total addressable market and the acquisition of the now-defunct Virgin Orbit’s Boeing 747 aircraft.
12/22/2023 • 14 minutes, 1 second
Closing Bell Overtime: Nike sinks on earnings, Commerce Secretary Raimondo talks Taiwan and Chips, Nordic American Tankers CEO on Red Sea turmoil 12/21/23
Stocks gained back ground following Wednesday’s slide, but Nike moved lower on quarterly results. Analyst Brian Nagel joins to break down the quarter. Commerce Secretary Gina Raimondo talks in an exclusive interview about chips and reports about China president Xi’s comments surrounding Taiwan, plus thoughts on Nippon Steel’s deal to buy U.S. Steel. The CEO of Nordic American Tankers on protecting his fleet in the Red Sea. And IMAX CEO Richard Gelfond on what big media consolidation would mean for the movie business.
12/21/2023 • 44 minutes, 30 seconds
Closing Bell 12/21/23
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.
12/21/2023 • 43 minutes, 31 seconds
Closing Bell Overtime: Late Day Sell Off Hits Stocks; Merger Brewing Between Warners Bros. Discovery and Paramount? 12/20/23
Stocks slid sharply in the final hours of trading and the Dow snapped a nine-day winning streak. Citi’s Scott Chronert and Strategic Wealth Capital’s Adrianne Yamaki break down the sell off. Earnings from Micron and reaction from Baird analyst Angelo Zino. Our Alex Sherman reports on the bosses at Warner Bros. Discovery and Paramount meeting about a possible merger. GTIS Partners President and CIO Tom Shapiro on the housing market.
12/20/2023 • 44 minutes, 26 seconds
Closing Bell: Stocks Sink in Final Hour of Trade 12/20/23
Stocks sunk in the final hour of trade today. But Fundstrat’s Tom Lee is sticking to his bear case. He explains why. Plus, Warren Pies from 3Fourteen Research tells us why he thinks weird could be the new normal next year. And, JP Morgan’s Gabriela Santos breaks down how she is navigating this downturn and where she is seeing strength in 2024.
12/20/2023 • 42 minutes, 45 seconds
Charles Schwab’s Liz Ann Sonders On 2024 Playbook; Bessemer Venture’s Byron Deeter On Top Software Opportunities 12/19/23
Charles Schwab Chief Investment Strategist Liz Ann Sonders on the Fed’s next move and if markets are overreacting right now. FedEx earnings with instant analysis from Melius Research’s Conor Cunningham. Global Defense Lead at Palantir, Doug Philippone, talks investing in the sector, the state of global security and how uncertainty in the Red Sea is impacting supply chains. Bessemer Venture Partners’ Byron Deeter on investing in software in 2024 and potential fallout from Adobe and Figma walking away from each other.
12/19/2023 • 44 minutes, 20 seconds
Some Bears Won’t Buckle 12/19/23
Some bears won’t buckle even as sentiment continues to improve – including Cantor’s Eric Johnston. He explains why he is sticking to his case. Plus, Rich Saperstein of Treasury Partners – one of Barron’s top 100 financial advisors of 2023 – is breaking out his market playbook for the new year. And, solar stocks soared in today’s session. Pippa Stevens breaks down what is behind that bounce.
12/19/2023 • 43 minutes, 37 seconds
Closing Bell: Overtime: MicroStrategy’s Saylor On Bitcoin Surge; Masimo CEO On Apple Patent Dispute 12/18/23
High-profile interviews with CEOs of Cleveland-Cliffs on why he’s happy to not buy IS Steel and Masimo CEO on Apple’s decision to pause some Apple Watch sales amid Masimo’s patent dispute with the tech giant. Plus, MicroStrategy’s Michael Saylor on Bitcoin’s surge and why he’s still bullish for more upside. Market talk with John Hancock’s Emily Roland and Wells Fargo’s Darrell Cronk. TD Cowen President Jeff Solomon gives his outlook and predictions for 2024. Former KC Fed President Thomas Hoenig parses recent Fedspeak and the market’s reaction.
12/18/2023 • 44 minutes, 21 seconds
Closing Bell: The Broadening Bounce 12/18/23
Many lagging sectors have ripped over the past six weeks – including banks, materials and industrials. Is the better breadth just beginning? Trivariate’s Adam Parker and NB Private Wealth’s Shannon Saccocia break down what they’re expecting. Plus, Tony Pasquariello from Goldman Sachs says now is not the time to give up on mega cap tech. And, we break down the move in Adobe as it calls off its plan to buy software company Figma.
12/18/2023 • 43 minutes, 39 seconds
Closing Bell: Overtime: Another Record Close For The Dow; SEC Wades In On Cyber Attacks 12/15/23
The Dow ended Friday at a record high and the major averages notched their seventh straight week of gains. Morgan Stanley’s Daniel Skelly and Ironsides’ Barry Knapp break down where the market goes from here. Citi is closing its once-heralded muni business; our Hugh Son details the latest moves of CEO Jane Fraser’s turnaround efforts. Charles Schwab Chief Fixed Income Strategist Kathy Jones on her playbook for 2024. Lacework CEO Jay Parikh on new SEC cyber security rules. Wells Fargo analyst Mohit Bansal on his top pharma picks for 2024. Plus, Care Bears and what it reveals about the state of post-pandemic supply chain.
12/15/2023 • 43 minutes, 19 seconds
Closing Bell: What’s Next for the Rally? 12/15/23
Does the Fed relief rally have any juice left? New York Life Investment’s Lauren Goodwin and Jordan Jackson of JPMorgan Asset Management give their forecasts. Plus, Oppenheimer’s Brian Nagel breaks down his top picks for 2024 in the retail space. And, Roku shares were under pressure in today’s session. Julia Boorstin explains what is behind that drop.
12/15/2023 • 42 minutes, 50 seconds
Overtime: Legendary VC Vinod Khosla On AI Optimism; CEA Chair Jared Bernstein On Falling Gas Prices And Strong Retail Sales 12/14/23
Another record high for the Dow as investors continue to parse Fed Chair Jay Powell’s message on rates. Fundstrat bull Tom Lee joins to break down why he is still optimistic heading into next year. Earnings from Lennar and Costco, including analyst reaction. Legendary VC investor Vinod Khosla on why optimists need to win out on AI. CEA Chair Jared Bernstein on the strong retail sales, falling gas prices, and President Biden’s economy.
12/14/2023 • 43 minutes, 48 seconds
Time for a Portfolio Pivot? 12/14/23
Is it time to do your own pivot out of large cap growth stocks and into areas of the market that have dramatically lagged? Anastasia Amoroso from iCapital gives her take. Plus, Mark Okada from Sycamore Tree Capital Partners sees higher rates in the new year. He explains why. And, star analyst Stacy Rasgon tells us what today’s Intel AI event might mean for the stock.
12/14/2023 • 46 minutes, 27 seconds
Manifest Space: $138M Round Raise with Ursa Major CEO Joe Laurienti 12/14/23
Venture capital is creeping back into the space sector, with Ursa Major raising $138 million in Series D and D-1 rounds. Capital from the likes of RTX Ventures, BlackRock, Explorer 1 Fund & more will help the rocket propulsion startup to produce engines for rocket launches, hypersonic vehicles – and enable expansion into a new defense-focused market. Founder & CEO Joe Laurienti joins Morgan Brennan to discuss defense tech, the case for 3-D printed rocket engines, and more from the Reagan National Defense Forum.
12/14/2023 • 9 minutes, 34 seconds
Closing Bell: Overtime: Dow Closes At Record High; SpaceX’s Booming Valuation 12/13/23
The Dow closed at a record high after Fed Chair Jay Powell’s dovish comments following the latest FOMC meeting. Jefferies’ David Zervos and our Steve Liesman break down what it all means for your portfolio. Davidson analyst Gil Luria on Adobe earnings. Samantha McLemore has worked with Bill Miller for more than two decades; she started her own firm recently and joins to discuss top stock picks that still have room to run despite the recent market rally. Plus, Evercore’s Krishan Guha on the Fed and SpaceX’s booming valuation.
12/13/2023 • 44 minutes, 35 seconds
Bond King Gundlach Reacts to Powell’s Presser 12/13/23
Fed Chair Jay Powell held his final meeting and news conference of the year. DoubleLine’s Jeffrey Gundlach gives his first and exclusive reaction. He breaks down he sees rates headed from here and what it might mean for the economy. Plus, Ritholtz Wealth Management’s Josh Brown, Sofi’s Liz Young and Senior Market Commentator Mike Santoli break down the final minutes of the trading day as the Dow closes at an all-time record high.
12/13/2023 • 41 minutes, 29 seconds
Closing Bell Overtime: Netflix Gives A Peak At Viewership Metrics; Meritage Homes CEO On Housing Market 12/12/23
Major averages notched their fourth consecutive positive session as investors await tomorrow’s Fed decision on rates. Truist’s Keith Lerner and Crossmark’s Bob Doll break down the market action. Former Army Secretary Eric Fanning on the outlook for defense as Congress wrestles with the budget. Meritage Homes CEO Phillippe Lord on rates impact on the housing market and the company’s strong performance. Netflix released a new engagement report showing some of its top shows and how long users are streaming; Wedbush’s Alicia Reese on the key takeaways for investors.
12/12/2023 • 44 minutes, 14 seconds
Closing Bell: Do the Bulls Have the Upper Hand? 12/12/23
Schwab’s Liz Ann Sonders and Trivariate’s Adam Parker weigh in with where they see stocks headed from here. Plus, Goldman Sachs President & COO John Waldron with his exclusive take on the markets, fed and the economy. And, T. Rowe’s Sebastien Page is breaking down his forecast for the fed and what he’s expecting from Powell in the New Year.
12/12/2023 • 42 minutes, 53 seconds
Closing Bell: Overtime: CRISPR Therapeutics CEO On Milestone FDA Approval; Rick Caruso On Potential Macy’s Sale 12/11/23
Major averages notched their third straight positive session. Wells Fargo ’s Scott Wren and CFRA’s Sam Stovall break down the market action. Jefferies analyst Brent Thill breaks down Oracle’s revenue miss. Caruso Founder Rick Caruso talks rumors of a Macy’s sale and the broader state of commercial real estate. CRISPR Therapeutics CEO Sam Kulkarni on his company’s partnership with Vertex Pharma leading to breakthrough FDA approval for a sickle cell treatment, the first in US to be approved that uses CRISPR gene-editing technology.
12/11/2023 • 44 minutes, 41 seconds
Closing Bell: Weighing What’s Next For the Rally 12/11/23
Are the fed and the market aligned or at odds? And how might that influence the rally in the weeks ahead? JP Morgan Asset Management’s Gabriela Santos and Veritas Financial Group’s Greg Branch debate their forecasts. Plus, Ed Yardeni reveals the level he thinks the S&P could hit in 2024. And, we break down what to watch when Oracle reports results in Overtime.
12/11/2023 • 43 minutes, 24 seconds
Closing Bell: Overtime: Vista Equity’s Robert Smith On Software Dealmaking; Dr. Iman Abuzeid On AI In Healthcare 12/8/23
Google shares fell after news that its AI demo this week may have been edited; our Steve Kovach on what it all means. Major averages notch their sixth straight week of gains. Jon sits down with Vista Equity’s Robert Smith on the current state of the software market. Evans May Wealth’s Brook May and Unlimited’s Bob Elliott break down the week’s action. Plus, KBW’s Christopher McGratty on top bank picks for 2024 and Incredible Health CEO Dr. Iman Abuzeid on how her company is using AI to help healthcare workers.
12/8/2023 • 44 minutes, 34 seconds
Closing Bell: What’s Next for Stocks? 12/8/23
What lies ahead for stocks as next week’s fed meeting looms large? Cameron Dawson of NewEdge gives her expert forecast as we wrap up the week. Plus, top Apple analyst Erik Woodring says the bull case for the tech giant has been reignited. And, CIC Wealth’s Kevin Simpson reveals the new tech name he is buying.
12/8/2023 • 43 minutes, 20 seconds
Manifest Space: Space Security with Air Force Secretary Frank Kendall 12/8/23
With geopolitical tensions strained, Morgan Brennan sits down with Air Force Secretary Frank Kendall from the Reagan National Defense Forum to discuss AI on the battlefield, the race to secure space & more.
12/8/2023 • 17 minutes, 29 seconds
Manifest Space: Moonshot with NASA Astronaut Mike Massimino 12/7/23
Mike Massimino, serving as a NASA astronaut until 2014, has a slew of accomplishments: the first human to tweet from space, the last astronaut to work inside the Hubble Telescope and the speculated inspiration for George Clooney’s role in “Gravity.” He’s now out with a book, titled Moonshot, with the greatest lessons learned from his experiences. Massimino joins Morgan Brennan to discuss the book and the what experiences in space can bring to daily living on earth.
12/7/2023 • 16 minutes, 56 seconds
Closing Bell: Overtime: Former Fed Vice Chair Richard Clarida On When Fed May Cut Rates; Dana Telsey On Lululemon’s Weak Holiday Outlook 12/7/23
Tech stocks powered higher today, led by strong gains in AMD and Google. Axonic’s Peter Cecchini and Ned Davis Research Chief US Strategist Ed Clissold break down the market action. Earnings from Lululemon, Broadcom, RH and Docusign. Former Fed Vice Chairman Richard Clarida on what the Fed will do in 2024. Telsey Advisory Group CEO Dana Telsey breaks down the strength of the consumer and Lululemon’s numbers. Susquehanna’s Chris Rolland talks Broadcom. Broadridge CEO Tim Gokey on the plumbing underpinning the financial system.
12/7/2023 • 44 minutes, 28 seconds
Closing Bell: The Year Ahead for Your Money 12/7/23
What’s in store for your money in the new year? Tom Lee from Fundstrat is forecasting more strength for stocks in 2024. He makes his case and lays out his forecast. Plus, CIC Wealth’s Malcolm Ethridge reacts to the surge in Alphabet – a stock he sold earlier this year. He explains what he needs to see from the company before getting back in on that trade. And, Broadcom and Lululemon are reporting results in Overtime. Shareholder Joe Terranova breaks down what he’s expecting from those numbers.
12/7/2023 • 43 minutes, 30 seconds
Closing Bell Overtime: AMD CEO Lisa Su On New AI Chip Aiming To Take On Nvidia 12/6/23
AMD unveiled a new chip aimed at taking market share from Nvidia in the AI arms race; CEO Lisa Su gave us her first comments after the company’s event. Plus, RBC’s Lori Calvasina on markers heading into year-end and her 2024 outlook, plus C3.AI CEO Tom Siebel on his company’s latest quarter and demand for AI. Tortoise’s Rob Thummel gives energy picks to buy that he says will do well regardless of the price of oil. AeroVironment CEO Wahib Nawabi on the strong quarter and growing demand worldwide.
12/6/2023 • 46 minutes, 4 seconds
Closing Bell: Is This Rotation the Real Deal? 12/6/23
Is the recent rotation real and is it truly time to turn your portfolio upside down as the new year approaches? Liz Young from Sofi gives her expert forecast. Plus, star chip analyst Stacy Rasgon breaks down all the biggest headlines from AMD’s big AI event. And, Alger’s Ankur Crawford is looking outside the magnificent seven for her 2024 playbook. She explains where she’s finding opportunity.
12/6/2023 • 42 minutes, 59 seconds
Closing Bell: Overtime: Wolfe’s Chris Senyek On His Bearish Market Call; Moody’s Warns On China’s Credit 12/05/23
Wolfe Research’s Chris Senyek out with a bearish market call; he joins the show to break down the reasons he’s pessimistic. Earnings from MongoDB, Box and Toll Brothers, plus market talk with Profit Investments CEO Eugene Profit and Vital Knowledge’s Adam Crisafulli. Gabelli Funds PM Jeff Jonas gives his top healthcare picks. Seaport analyst Ken Zener breaks down Toll Brother’s numbers and the broader homebuilding sector. Plus, our Eunice Yoon on why Moody’s issued a warning on China’s credit outlook.
12/5/2023 • 44 minutes, 31 seconds
Closing Bell: The Road Ahead for Your Money 12/5/23
The great debate in the market right now over where your money is likely to go takes center stage as NFJ’s John Mowrey and Cantor Fitzgerald’s Eirc Johnston argue their forecasts. Plus, Oz Pearlman – the so-called “Wall Street Mentalist” – explains his career path from Merrill Lynch to reading minds. He also showcases his talents by doing a trick live on set with Scott Wapner. And, Michelle Ross from StemPoint Capital makes the bull case for biotech.
12/5/2023 • 42 minutes, 40 seconds
Closing Bell: Overtime: Blackstone Head of Private Equity On Top Places To Deploy Capital; Commerce Secretary On Chips & China 12/4/23
Major averages ended lower today, but well off the lows. Wilmington Trust’s Meghan Shue and Bespoke’s Paul Hickey break down the market action. Morgan sits down with Commerce Secretary Gina Raimondo, Boeing Defense CEO Ted Colbert and Air Force Secretary Frank Kendall at the Reagan National Defense Forum. Blackstone’s private equity group has $40B in dry powder it can deploy; group head Joe Baratta on the top opportunities his team sees and why public markets are more interesting than private right now. Jefferies analyst Sheila Kahyaoglu on industry implications for Alaska Air’s purchase of Hawaiian Airlines. Plus, Roche buys its way into the obesity drug craze.
12/4/2023 • 44 minutes, 14 seconds
Trading the Final Stretch 12/4/23
Where is your money going to work best during this final stretch for stocks? Blackrock’s Rick Rieder gives his forecast. Plus, Dan Greenhaus of Solus Alternative Asset Management and Nicole Webb of Wealth Enhancement group give their reaction to Rieder’s big market predictions. And EMJ’s Eric Jackson explains how he is trading the rally in the crypto space.
12/4/2023 • 42 minutes, 29 seconds
Closing Bell: Overtime: December Keeps November’s Market Momentum; Palantir CTO & GlobalFoundries CEO On Defense Tech 12/1/23
The S&P 500 closed at a 52-week high as the first day of December carried over strength from November. Jefferies’ David Zervos and 3Fourteen’s Warren Pies break down the market action. Morgan is at the Reagan National Defense Forum and sits down with Palantir CTO Shyam Sankar on how the company is using AI to win clients and GlobalFoundries CEO Thomas Caulfield on global chip supply chain and its impact on geopolitical tensions. Our Angelica Peebles on Pfizer’s worst day in two years. talks the company’s clients and AIP Bootcamp. Plus, Samsara CEO Sanjit Biswas on strong earnings and bringing efficiencies to transport companies.
12/1/2023 • 44 minutes, 10 seconds
Closing Bell: New Month, New Momentum 12/1/23
After the best month for stocks in nearly a year and a half, is there now enough reasons to get more bullish? Trivariate’s Adam Parker and Hightower’s Stephanie Link weigh in. Plus, BTIG’s Jonathan Krinsky is “betting on the losers” this month. He explains why. And, Paramount shares popped today. We tell you why Apple is responsible for that jump… and what it could mean for the rest of the media stocks.
12/1/2023 • 43 minutes, 8 seconds
Closing Bell Overtime: Dow, S&P 500 Cap Best Months Since 2022; RTX CEO On Demand For US Supplies 11/30/23
Stocks closed out a strong November today – the S&P 500 posted its best month since July 2022 and 10 out of 11 sectors were higher. Our Mike Santoli breaks down the move and what it means. Earnings from Dell, Marvell and Ulta. RTX CEO Greg Hayes on the demand for US supplies around the world in an exclusive interview. Plus, Elon Musk hosts the Cybertruck unveil.
11/30/2023 • 44 minutes, 30 seconds
Manifest Space: Space Pivot with Bessemer Venture Partners' Tess Hatch 11/30/23
While space is awe-inspiring and technologically groundbreaking, is it investable? Venture capitalist Tess Hatch, who has invested in space startups like Rocket Lab and Spire Global, is pausing her commercial space investments and setting sights on a related industry: defense tech. She joins Morgan Brennan to make the case for the strategic pivot and venture outlook.
11/30/2023 • 24 minutes, 9 seconds
Closing Bell: Debating Growth vs. Value in 2024 11/30/23
What area of the market will work better in the new year? Two famed investors gave their own differing views – one says growth and the other says value. Virtus’ Joe Terranova and Requisite Capital’s Bryn Talkington break down their outlooks. Plus, Tesla held its Cybertruck event this afternoon. We drill down on the biggest highlights. And, Gabriela Santos from JP Morgan Asset Management is revealing her 2024 forecast and how she’s playing the market in the new year.
11/30/2023 • 49 minutes, 53 seconds
Closing Bell: Overtime: Salesforce jumps, Pure Storage sinks, rare interview with Chairman of the Joint Chiefs of Staff 11/29/23
Stocks finished the day near the flatline after a up and down session on Wall Street, but individual names saw big swings after-hours on earnings. Analyst Rishi Jaluria gave his first take on Dow component Salesforce after those shares climbed on quarterly results. The CEO of Pure Storage discussed his company’s quarter, with that stock pulling back hard on soft guidance. Plus a rare interview with the new Chairman of the Joint Chiefs of Staff, breaking down the connections between geopolitics and the economy, and a closer look at GM’s push higher.
11/29/2023 • 44 minutes, 38 seconds
Closing Bell: The Immaculate Rotation 11/29/23
With economic growth revised higher for last quarter alongside prices easy and treasury yields breaking down toward a 3 month low – are we back to pricing in a soft economic landing as the base case? Greg Branch from Veritas and Kristina Hooper of Invesco debate their forecasts. Plus, Corient’s Amy Kong breaks out her playbook for the tech trade heading into 2024. And, top analyst Brent Thill reveals what he will be watching from Salesforce’s results after the bell.
11/29/2023 • 43 minutes, 4 seconds
Closing Bell: Overtime: Charlie Munger Dead At 99 11/28/23
Berkshire Hathaway Vice Chairman Charlie Munger passed away at 99. Our Becky Quick has known him for decades and reflects on his life and legacy. Plus, interviews with AWS CEO Adam Selipsky and Zscaler CEO Jay Chaudhry.
11/28/2023 • 50 minutes, 2 seconds
Closing Bell: New Bull Market or Last Hurrah? 11/28/23
What is the state of stocks? Is it a new bull market that’s about to get even more steam or the last dash of a late-year push that will soon run out of gas. Sofi’s Liz Young and PIMCO’s Erin Browne give their expert forecasts. Plus, Evercore’s Roger Altman breaks down what he is forecasting for the fed and what it might mean for the possibility of a recession. And, Groundswell’s Jake Wood has dedicated his life to giving back. This Giving Tuesday he explains how he is working to democratize corporate philanthropy.
11/28/2023 • 43 minutes, 37 seconds
Closing Bell Overtime 11/27/23
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.
11/27/2023 • 43 minutes, 49 seconds
Closing Bell: What’s in Store for Stocks? 11/27/23
What could the last month of the year bring for stocks? NewEdge’s Cameron Dawson and Citi Global Wealth’s Kristen Bitterly break down how they are playing the final month of 2023. Plus, “the Dean of Valuation” Aswath Damodaran of the NYU Stern School of Business tells us if he thinks the rally has staying power. And, we break down the stocks seeing the biggest gains this Cyber Monday.
11/27/2023 • 42 minutes, 15 seconds
Closing Bell: Overtime: Black Friday Edition 11/24/23
Stocks logged their fourth-straight week of gains in a holiday-shortened session on Wall Street. Barry Knapp from Ironsides Macroeconomics and David Bahnsen of The Bahnsen Group weigh in on the rally and how long it can last. Analysts Brian Nagel and Olivia Tong share their retail shopping lists with top picks heading into the holiday season. Evercore's Amit Daryanani talks about reports that Apple's iPhone sales dropped during China's Singles Day sales event, and what that could mean for the holidays in the U.S. Plus the latest on the drama at OpenAI, the top transports to watch, the CSX derailment, and new developments in weight loss drugs.
11/24/2023 • 43 minutes, 58 seconds
Manifest Space: Space Law with CS Consulting President Caryn Schenewerk 11/24/23
Commercial space regulation law is on the House of Representatives’ docket — but what needs to be regulated? The White House and House Science, Space and Technology Committee have both unveiled their proposals for simplifying government oversight of the commercial space sector; with two different takes on how to approach the space. Morgan Brennan sits down with Caryn Schenewerk, former SpaceX & Relativity Space counsel, to discuss the playbook for regulation as it stands.
11/24/2023 • 28 minutes, 53 seconds
“Tis the Seasonality 11/24/23
Does the risk-on sentiment of November bode well for the duration of the holidays, given seasonal forces? Or is there too much optimism at play that leaves the market vulnerable to even the tiniest bit of disappointment? Dan Greenhaus of Solus gives his forecast. Plus, top retail analyst Simeon Siegel breaks down which stocks he thinks will be winners this holiday season. And, Fundstrat’s Tom Lee is still betting on a year end rally. He explains why.
11/24/2023 • 43 minutes, 36 seconds
Closing Bell: Overtime: What Altman’s Return Means for OpenAI Investors & Employees; Gas Prices Hover Near Nov. 2020 Levels—And Could Keep Falling; One (More) Year of Bob Iger 11/22/23
Sam Altman is back in charge at OpenAI, this time with a new board that include Bret Taylor as chair. Wedbush’s Dan Ives and TechCrunch’s Connie Loizos break down what it means for employees, investors and the AI ecosystem. Plus, averages on pace for their fourth straight weekly gains as investors head into Thanksgiving. G Squared Private Wealth’s Victoria Greene and John Hancock Investment Management Co-CIO Matthew Mishkin break down the market action, including stock drops for Nvidia and Deere. Meanwhile oil slipped after OPEC+ postponed a key meeting; OPIS co-founder Tom Kloza on what it means for the US and prices at the pump. Former Kansas City Fed President Thomas Hoenig on jobless claims and the Treasury curve; CFRA’s Ken Leon on what Disney shareholders should think after one year after Bob Iger’s return.
11/22/2023 • 44 minutes, 7 seconds
Closing Bell: Rally Getting Overcooked? 11/22/23
After gaining more than 10% in under four weeks is this stock market getting overcooked? Or can the market continue to feed off soft-landing hopes and positive seasonal patterns into December? Bryn Takington of Requisite Capital Management gives her expert forecast. Plus, oil was under pressure today after OPEC+ postponed its policy meeting. We break down the details and what is at stake for the energy space. And homebuilders on the move on the back of key mortgage data. Homebuilder analyst Ken Zener from Seaport gives his take.
11/22/2023 • 43 minutes, 17 seconds
Closing Bell: Overtime: Nvidia Earnings From Every Angle; Coinbase CEO Responds To Binance’s CZ Stepping Down 11/21/23
Investors were keyed in Nvidia reporting Q3 numbers after the bell and we have you covered from every angle. Analysts Stacy Rasgon of Bernstein and Neuberger Berman’s Dan Flax on the stock reaction while Main Street Research CIO James Demmert talks the shareholder angle. Our Kate Rooney sits down with Coinbase CEO Brian Armstrong in his first comments responding to Binance CEO CZ stepping down after pleading guilty to violating criminal U.S. anti-money-laundering requirements.
11/21/2023 • 47 minutes, 26 seconds
Nvidia’s Moment of Truth 11/21/23
What’s at stake when Nvidia reports in Overtime? All-star panel of Stacy Rasgon, Jason Snipe and Joe Terranova break down what they’re expecting. Plus, Schwab’s Liz Ann Sonders explains what she is expecting from stocks in the new year. And, Capital Wealth Planning’s Kevin Simpson is shaking up his portfolio. He reveals his latest moves.
11/21/2023 • 46 minutes, 24 seconds
CNBC SPECIAL REPORT 11/20/23
We take you inside the dramatic AI arms race as Microsoft hires ousted OpenAI CEO Sam Altman. Jon Fortt recently spoke with Microsoft CEO Satya Nadella about the company's AI future. Plus, a panel of experts weigh in on what Altman's hire means for the software giant.
11/21/2023 • 43 minutes, 10 seconds
Closing Bell Overtime: More Turmoil At OpenAI As Questions Swirl Around Microsoft Partnership 11/20/23
TechCrunch editor-in-chief Connie Loizos breaks down what happens to AI funding in Silicon Valley in the wake of the turmoil at OpenAI while DA Davidson’s Gil Luria gives his take on the impact on public companies, including Microsoft and Amazon. Markets closed higher today as investors digested multiple developments on the AI front. Bank of America’s Liz Everett Krisberg on how the consumer looks heading into the holiday season, while RBC’s Helima Croft on the big moves in oil over the past week. Plus, what OpenAI means for Nvidia earnings.
11/20/2023 • 44 minutes, 34 seconds
How Far Can the Rally Run? 11/20/23
How far can the AI fueled rally really run? Adam Parker from Trivariate gives his take. Plus, Big Technology’s Alex Kantrowitz and CIC Wealth’s Malcolm Ethridge weigh in on the chaos at Open AI and what it might mean for Microsoft’s stock. And, Anastasia Amoroso of iCapital breaks out her 2024 market playbook.
11/20/2023 • 42 minutes, 30 seconds
Closing Bell: Overtime: Breaking: Sam Altman Out At OpenAI 11/17/23
A shocking Friday news dump in to the tech world as OpenAI announces Sam Altman is out as CEO, effective immediately. We have reaction from the VC world with Madrona Managing Director Matt McIlwain and the equities side with Jefferies analyst Brent Thill. Averages notched their third straight weekly gains; Truist’s Keith Lerner and Annandale Capital’s George Seay talk the market action. Unlimited CEO Bob Elliott on why Wall Street may be overestimating the chance for a Fed cut soon. Plus, Jon breaks down the ideological pattern of Elon Musk’s posts on X.
11/17/2023 • 42 minutes, 30 seconds
Closing Bell 11/17/23
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.
11/17/2023 • 46 minutes, 39 seconds
Closing Bell Overtime: Carvana CEO On Amazon Encroaching On His Territory; KKR’s Paula Campbell Roberts On Enhancing The 60/40 Portfolio 11/16/23
Amazon announced it will begin selling cars on its site, sending Carvana down 8% at one point; CEO Ernie Garcia joins to discuss why he says increasing online sales helps everybody. Stocks mostly held steady, but remain higher on the week. Vital Knowledge’s Adam Crisafulli and UBS Senior US Equity Strategist Nadia Lovell break down the market action. Earnings from Ross Stores, Applied Materials and Gap. Plus, our Deidre Bosa on why Alibaba shares tumbled today. BMO analyst Simeon Siegel on Gap’s numbers. KKR Chief Investment Strategist for Global Wealth, Paula Campbell Roberts, on how she is enhancing the traditional 60/40 portfolio for her clients.
11/16/2023 • 44 minutes, 26 seconds
Closing Bell 11/16/23
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.
11/16/2023 • 43 minutes, 17 seconds
Manifest Space: Back on Track with Rocket Lab CEO Peter Beck 11/16/23
After a complex mission failure involving its Electron rocket in mid-September, Rocket Lab now expects to resume launches as soon as the end of November. An launch by year-end is pivotal for the company as it looks ahead to 22 Electron missions on the manifest in 2024. Morgan Brennan sits down with co-founder & CEO Peter Beck to discuss the upcoming mission cadence, the latest on Neutron, space systems & launching hypersonic drones for the Pentagon.
11/16/2023 • 11 minutes, 30 seconds
Closing Bell: Overtime: Microsoft CEO Satya Nadella On AI Transformation, Productivity Gains With Copilot 11/15/23
Microsoft unveiled two new AI chips today; Jon Fortt sits down exclusively with CEO Satya Nadella to talk the transformation in tech. Averages closed higher after Tuesday’s mega-rally. BD8’s Barbara Doran and Ariel Investments’ Charlie Bobrinskoy break down the market action and earnings from Cisco and Palo Alto Networks. JMP analyst Trevor Walsh breaks down the drop in Palo Alto billings. Neuberger Berman’s John San Macro on the muddled state of the consumer that’s being painted during earnings season.
11/15/2023 • 44 minutes, 31 seconds
Closing Bell 11/15/23
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.
11/15/2023 • 42 minutes, 40 seconds
Closing Bell+ Microsoft CEO Satya Nadella 11/15/23
Microsoft is introducing its first chip for artificial intelligence, along with an Arm-based chip for general-purpose computing jobs.
Both will come to Microsoft’s Azure cloud, Microsoft said at its Ignite conference in Seattle. CNBC’s Jon Fortt spoke exclusively with Microsoft CEO Satya Nadella about new AI chips, the rise of AI, and more.
11/15/2023 • 15 minutes, 38 seconds
Closing Bell Overtime: A Huge Rally On Wall Street; We Break It Down From Every Angle 11/14/23
We have you covered from every angle on a huge rally on Wall Street. Bespoke’s Paul Hickey on some of the big movers but Rich Weiss, American Century Investments CIO of Multi-Asset Strategy Group isn’t convinced on the rally. Neither is Rosenberg Research’s David Rosenberg, who gives a few reasons to remain cautious. On the other side, Piper Sandler’s Craig Johnson says keep buying as there is more upside ahead. Plus, our Kristina Partsinevelos on what moves the biggest players in the market are making.
11/14/2023 • 44 minutes, 35 seconds
Closing Bell 11/14/23
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.
11/14/2023 • 42 minutes, 39 seconds
Closing Bell: Overtime: What Nvidia’s New AI Chip Means For Investors; What Both Sides Need From China-U.S. Sideline Talks This Week 11/13/23
Markets vacillated throughout the session but ended the day little changed after Friday’s rally. Solus’ Dan Greenhaus and Edward Jones’ Mona Mahajan break down the market action and what how they are recommending clients position their portfolios heading into year-end. Bernstein’s Stacy Rasgon on what investors need to know about Nvidia’s new AI chip, unveiled today. The Blueshirt Group’s Gary Dvorchak will be at the Xi Jinping banquet at this week’s APEC summit; he shares what both sides hope to gain from sideline talks. Janus Henderson’s Global Head of Multi-Asset, Adam Hetts, on where investors can find value right now. Plus, Courtney Reagan looking ahead to a major week of retail earnings and Morgan speaks with Tyson CEO on the changes in consumer behavior he is seeing.
11/13/2023 • 44 minutes, 40 seconds
Closing Bell 11/13/23
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.
11/13/2023 • 42 minutes, 35 seconds
Manifest Space: Iridum & Qualcomm Partnership Dissolution with Iridum CEO Matt Desch 11/10/23
After striking a partnership with satellite communications company Iridium, Qualcomm has backed out of the deal. Scrapping its SnapDragon satellite plans, Qualcomm noted in a statement that smartphone makers have “indicated a preference towards standards-based solutions” for satellite-to-phone connectivity. Iridium CEO Matt Desch joins Morgan Brennan to share his insights, the next steps for Iridium & the case for the satellite-connected smartphone market.
11/11/2023 • 11 minutes, 6 seconds
Closing Bell: Overtime: Major Rally Heading Into The Weekend; What Talks Between President Biden And China’s Xi Could Look Like 11/10/23
Major averages ended the week higher for their second straight positive week and the Nasdaq had its best day since May. Gentrust’s Mimi Duff helps break down the market action while 3Fourteen’s Warren Pies talks the move in oil. Council on Foreign Relations President Michael Froman on next week’s APEC meeting and what could come out of sideline talks between President Biden and China’s Xi Jinping. FICO CEO Will Lansing on the America consumer and spending levels heading into the holiday season. Matt Desch, Iridium CEO, on what’s next for the company after Qualcomm ended its 10-month partnership. BTIG’s Marie Thibault on the major moves in weight-loss drug companies. Plus, our Kate Rooney on the hottest new trend in investing: T-Bill & Chill.
11/10/2023 • 44 minutes, 13 seconds
Closing Bell 11/10/23
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.
11/10/2023 • 43 minutes, 18 seconds
Closing Bell: Overtime: Exclusive Interview With Eli Lilly CEO After Weight Loss Drug Gets FDA Approval; Oakmark’s Bill Nygren Gives Top Value Picks 11/9/23
The Nasdaq and S&P 500 snapped their winning streaks after comments from Fed Chair Jay Powell and a weak 30-year auction. Barclays Head of US Equity Strategy Venu Krishna breaks down the market action. Eli Lilly CEO David Ricks joins in an exclusive interview to discuss the company’s weight-loss drug getting FDA approval. CFRA analyst Zach Warring breaks down Wynn’s earnings. Oakmark’s Bill Nygren on his top value picks heading into the year end. Plus, NBER Director John Lipsky on the path forward on inflation.
11/9/2023 • 44 minutes, 29 seconds
Closing Bell 11/9/23
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.
11/9/2023 • 43 minutes, 12 seconds
Manifest Space: 25 Years of Service with Iridium Communications CEO Matt Desch 11/9/23
Iridium Communications is celebrating 25 years since its first entrance into commercial service. Since emerging from a Motorola research lab in the 1980s, going through bankruptcy in 1999 & expanding service into satellite, what’s next for the company? CEO Matt Desch, chief executive at the company for nearly 18 years, joins Morgan Brennan to discuss the evolution of the satellite communications industry, competition with SpaceX’s Starlink & its partnership with Qualcomm.
11/9/2023 • 23 minutes, 55 seconds
Closing Bell: Overtime: Disney CEO Bob Iger Exclusive 11/8/23
Disney posted strong numbers for its Q4 and full-year. CEO Bob Iger sits down with Julia Boorstin for an exclusive interview on Disney+, ESPN, the strike and more. Plus, reaction from former ESPN CEO Steve Bornstein. Shift4 CEO Jared Isaacman on the latest quarter and fintech trends.
11/8/2023 • 49 minutes, 6 seconds
Closing Bell 11/8/23
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.
11/8/2023 • 42 minutes, 50 seconds
Closing Bell Overtime: Thomas Peterffy On The (Lack Of) Market Volatility; Oscar Health CEO On Weight Loss Drug Demand 11/7/23
Major averages notched another positive session. Vital Knowledge’s Adam Crisfulli on the market action. Earnings from Gilead, eBay, Robinhood, Lucid, Rivian, Cava and Klaviyo. Mizuho’s Dan Dolev on Robinhood and Toast’s quarter. Interactive Broker’s Thomas Peterffy on market volatility and elevated rates impact on trading. CNH Industrial had a rough day; CEO Scott Wine on the softness the company is seeing in the global economy. Oscar Health CEO Mark Bertolini talks the company’s strong quarter and what’s ahead for the ACA and health insurance because of rising rates.
11/7/2023 • 44 minutes, 24 seconds
Closing Bell: The Fate of the Rally 11/7/23
Is the rally too extended to continue or is it just getting started? Cameron Dawson from NewEdge and NB Private Wealth’s Shannon Saccocia give their forecasts. Plus, Jim Stewart – who wrote the book on Disney – breaks down what he’s watching ahead of that company’s earnings. And, Goldman Sachs Private Wealth’s Sara Naison-Tarajano discusses her year-end playbook.
11/7/2023 • 42 minutes, 34 seconds
Closing Bell Overtime: OpenAI’s New Products; Commercial Real Estate Headaches 11/6/23
The major averages closed higher again, extending last week’s strength. Evercore’s Julian Emanuel walks through why he still sees a rally in the S&P 500 to end the year. Earnings from Tripadvisor and NXP Semiconductors. Bernstein analyst Stacy Rasgon breaks down the numbers. Bill Shopoff, Shopoff Realty CEO, talks his company’s real estate portfolio and how the sector is dealing with rising rates. Neuberger Berman CIO Joseph Amato on why investors should consider small-caps right now. 3Fourteen Research co-founder Fernando Vidal on the significance of today’s OpenAI developer day.
11/6/2023 • 44 minutes, 32 seconds
Closing Bell: Rally or Re-Test Into Year End? 11/6/23
Has the set-up for stocks improved enough to support a rally into the end of the year? iCapital’s Anastasia Amoroso gives her expert market take. Plus, Billionaire Investor Marc Lasry breaks down his forecast for the Fed, rates and where he is seeing opportunity right now. And, we drill down on all the key themes and metrics to watch when NXP reports after the bell.
11/6/2023 • 42 minutes, 42 seconds
Closing Bell: Overtime: Apple Earnings From Every Angle; Venture Capital Scorecard With Francisco Partners Co-Founder 11/03/23
It was the best week of the year for the major averages. G Squared Private Wealth’s Victoria Greene and CFRA’s Sam Stovall break down the market action. Founders Fund’s Keith Rabois talks where VC money is headed right now, plus the role of corporate America in geopolitics. Former NEC Deputy Director Bharat Ramamurti talks the cooler-than-expected October jobs report and what it means for the Fed. Redfin CEO Glenn Kelman on his stock’s volatile week and a potential landmark court case. BitGo was chosen as the custodian of FTX creditor money; CEO Mike Belshe joins to discuss what’s next after Sam Bankman-Fried’s trial. Piper Sandler’s Craig Johnson on key technical levels.
11/3/2023 • 44 minutes, 31 seconds
Closing Bell: All-Clear for Stocks? 11/3/23
This week we got a jobs report, Apple earnings and a Fed meeting… and stocks rallied after each one of them. Is this the all-clear for stocks investors have been waiting for? New York Life Investments’ Lauren Goodwin gives her take. Plus, Apple shareholder Bryn Talkington of Requisite Capital Management reacts to the company’s sales numbers. And, Morgan Stanley’s Chris Toomey explains how he is advising his high net worth clients right now.
11/3/2023 • 42 minutes, 50 seconds
Closing Bell: Overtime: Apple Earnings From Every Angle; Venture Capital Scorecard With Francisco Partners Co-Founder 11/2/23
Another market rally as averages on pace for their best weekly performance of the year. Hightower’s Stephanie Link and Wells Fargo’s Scott Wren break down the market action. Apple’s Q4 numbers closely watched by the market; we cover every angle with Evercore analyst Amit Daryanani, Big Technology Founder Alex Kantrowitz, and shareholder George Seay of Annandale Capital. Plus, Steve Kovach speaks with CEO Tim Cook. Francisco Partners is one of the top VC firms by deal volume; Co-Founder Dipanjan Deb on what he likes right now. Other earnings from Dropbox, Paramount, Carvana, Expedia, Booking Holdings, Block, Coinbase, Live Nation, Skyworks and DraftKings.
11/2/2023 • 46 minutes, 25 seconds
Manifest Space: Space Influence with Virgin Galactic Astronaut Kellie Gerardi 11/2/23
Virgin Galactic set off its six human spaceflight this year and tenth to date—and the first of many planned by one prominent space commentator. Flying to suborbital space, the publicly-traded commercial space company launched its Galactic 05 mission carrying three passengers along with Virgin Galactic crew aboard its VSS Unity space plane. Kellie Gerardi, the mission’s payload specialist, is what some would call a space influencer: a mission operations lead at Palantir Technologies, a former board member at The Exploration Club, and published author with a social media following of over 700,000. Kellie joins Morgan Brennan just hours after the launch to discuss the mission, the microgravity research conducted, and her fulfillment.
11/2/2023 • 10 minutes, 33 seconds
Closing Bell: Countdown to Apple’s Crucial Report 11/2/23
Questions about the iPhone and China looming large ahead of Apple’s earnings after the bell. All-star panel of Wedbush’s Dan Ives, Virtus’ Joe Terranova and CIC Wealth’s Malcolm Ethridge break down what they are expecting. Plus, Gabriela Santos from JP Morgan Asset Management is mapping out what she thinks the Fed’s next move might be. And, Vantage Rock’s Avery Sheffield is laying out where she is seeing opportunity right now.
11/2/2023 • 43 minutes, 10 seconds
Closing Bell Overtime: Stocks Surged After Fed Pause; Jason Furman On What’s Next; DoorDash CEO On Strong Quarter And Consumer Spending 11/1/23
Stocks surged after Fed Chair Jay Powell’s press conference and the Fed held rates steady. Jefferies Chief Market Strategist David Zervos and BD8 Capital’s Barbara Doran break down the market action including earnings from Qualcomm, Airbnb, EA, DoorDash, Roku and Etsy. Former CEA Chair Jason Furman on the Fed and health of the economy. DoorDash CEO Tony Xu talks the latest quarter and consumer trends. Moor Insights & Strategy CEO Patrick Moorhead on Qualcomm’s earnings. Plus, outgoing BlackBerry CEO John Chen reflects on his tenure and what’s next.
11/1/2023 • 49 minutes, 17 seconds
Closing Bell: DoubleLine’s Jeffrey Gundlach on the Fed Decision 11/1/23
Bond King Jeffrey Gundlach gives his first, exclusive reaction to the Fed and Jay Powell’s press conference. Plus, he explains why he believes we have started a bond rally. Plus, Ritholtz Wealth Management’s Josh Brown breaks down Gundlach’s big market calls. And, Qualcomm results are set to be released after the bell. We have a rundown of what to watch when those numbers hit.
11/1/2023 • 38 minutes, 15 seconds
Closing Bell Overtime: CEA Chairman Jared Bernstein On US Economy; CEOs of Freshworks, Arista Networks On Enterprise Spending 10/31/23
Averages were higher again but it wasn’t enough to stave off a negative month for October. Vital Knowledge’s Adam Crisfulli and Wilmington Trust’s Meghan Shue break down the market action with a busy next few days. Earnings from Caesars, First Solar, Match Group, AMD and Yum China. Wedbush’s Matt Bryson breaks down AMD’s numbers. CEA Chairman Jared Bernstein on the White House’s new initiative against junk fees and the state of the broader economy. CEOs of both FreshWorks and Arista Networks talk their latest quarter and what broader enterprise spending may reveal about the near-term economy.
10/31/2023 • 44 minutes, 29 seconds
Closing Bell: Bet on a Year-End Rally? 10/31/23
Can seasonality spur stocks higher into year’s end? Sofi’s Liz Young and Veritas’ Greg Branch give their expert forecasts. Plus, BTIG’s Jonathan Krinsky is charting out the key levels to watch in Nvidia. And, top chip analyst Stacy Rasgon breaks down what he is watching ahead of AMD results after the bell.
10/31/2023 • 42 minutes, 34 seconds
Closing Bell Overtime: Commerce Secretary On AI Executive Order; What Apple Means This For The Market 10/30/23
Major rally in stocks today as well S&P sector closed higher. iCapital’s Anastasia Amoroso and Wells Fargo’s Sameer Samana break down the market action and the week ahead. Morgan sits down with Commerce Secretary Gina Raimondo in an exclusive interview after President Biden signed the first AI executive order. Earnings from Pinterest, Wolfspeed, Chegg, VFC and Simon Property Group. Apple is hosting a special event this week and reporting earnings on Thursday; Melius analyst Ben Reitzes breaks down what is riding on the tech giant this week. Our Phil LeBeau breaks down the UAW’s deals with automakers and eToro U.S. CEO Lule Demmissie on retail investors positioning.
10/30/2023 • 44 minutes, 19 seconds
Closing Bell 10/30/23
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.
10/30/2023 • 41 minutes, 44 seconds
Closing Bell: Overtime: Intel CEO On Executing; Masimo CEO Talks Patent Fight With Apple 10/27/23
Stocks slid in the final hour of trading to send the major averages negative on the week. 3Fourteen Research Co-Founder Warren Pies helps us break down the market action heading into an uncertain weekend and the key sectors to watch. Jon sits down with Intel CEO Pat Gelsinger after the chipmaker’s strong quarter. Masimo CEO Joe Kiani on his company’s patent fight with Apple over watches. Andrew Borene, Flashpoint National Security Solutions Executive Director, walks us through the latest developments in the Middle East. NerdWallet recorded its best day ever, jumping 40% on earnings. CEO Tim Chen talks the company’s position.
10/27/2023 • 44 minutes, 28 seconds
Closing bell 10/27/23
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.
10/27/2023 • 43 minutes, 6 seconds
Closing Bell Overtime: Chipotle CEO On Earnings, Pricing; L3Harris On Defense, Space; Amazon Wraps Up Big Tech Earnings 10/26/23
Another red day on Wall Street as the major averages closed lower. Bespoke’s Paul Hickey broke down the market action for us as well as earnings from Amazon, Intel, Ford, L3Harris and Chipotle. CFRA’s Arun Sundaram took a deep dive on Amazon’s numbers. Chipotle CEO Brian Niccol on the latest quarter and how the consumer is responding to price increases, as well as how weight-loss drugs are impacting the company. Moor Insights & Strategy CEO Patrick Moorhead on Intel’s strong quarter. L3Harris CEO Chris Kubasik on defense and the quarter.
10/26/2023 • 46 minutes, 7 seconds
Manifest Space: Europe’s Fastest Growing Space Startup with The Exploration Company CEO Helene Huby 10/26/23
Just two years old, The Exploration Company has raised the biggest Series A round by a space tech company in Europe, been selected as an AWS Space Accelerator, and recently inked a deal with Axiom Space to deliver cargo services for the private station builder. Co-founder & CEO Helene Huby joins Morgan Brennan to discuss the company’s rapid growth, lunar missions and incorporating sustainability into commercial space.
10/26/2023 • 23 minutes, 50 seconds
Closing Bell: Can Amazon Stop the Sell Off? 10/26/23
Tech has been feeling some serious pain. So, can Amazon stop the sell off or only add to it? All-star panel of Dan Greenhaus of Solus Alternative Asset Management, Big Technology’s Alex Kantrowitz and Evercore ISI’s Mark Mahaney weigh in. Plus, Sonia Meskin from BNY Mellon is making the case for caution into year end. And, top chip analyst Stacy Rasgon breaks down what he is watching when Intel reports after the bell.
10/26/2023 • 42 minutes, 58 seconds
Closing Bell Overtime: Meta Reports Strong Quarter; “Higher for Shorter” Market Thesis 10/25/23
Another wild evening of earnings with Meta, IBM, Mattel, ServiceNow and Whirlpool reporting. G Squared Private Wealth’s Victoria Greene helps us break down the key numbers. Eric Jackson, Meta shareholder and EMJ Capital founder, on what to do with the stock while Bernstein analyst Mark Shmulik looks ahead to next quarter. Evercore’s Amit Daryanani walks us through IBM’s number. Canaccord Genuity’s Tony Dwyer talks his “higher for shorter” marker thesis. Needham’s Laura Martin looks ahead to Amazon earnings.
10/25/2023 • 46 minutes, 21 seconds
Closing Bell: Tech Trade in Trouble? 10/25/23
Is the much-talked about tech trade in some serious trouble or not? Malcolm Ethridge of CIC Wealth owns several big tech names and he gives his take on the Nasdaq sell-off. Meta shareholder Nicole Webb of Wealth Enchancement Group’s Nicole Webb breaks down what she is watching when that report hits after the bell. And, Gabelli Funds’ Kevin Dreyer is flagging some key under-the-radar stock plays that he is calling “underfollowed and unloved.”
10/25/2023 • 42 minutes, 27 seconds
Closing Bell: Overtime: Earnings Deluge Begins With Microsoft & Google; Qualcomm CEO On New Products 10/24/23
Major averages closed higher but investor attention was squarely on the companies reporting after the close. Vital Knowledge’s Adam Crisafulli, CFRA analyst Angelo Zino, Roth Capital analyst Rohit Kulkarni and our Michael Santoli help break down earnings from Microsoft, Alphabet, Texas Instruments, Visa, Snap and Teladoc. Microsoft and Alphabet shareholder Doug Famigletti weighs in on what to do with the heavyweight tech stocks. Plus, Qualcomm CEO Cristiano Amon on the company’s new chips and Advent International Chairman David Mussafer on best opportunities in private equity.
10/24/2023 • 46 minutes, 40 seconds
Closing Bell: Earnings Set to Send Stocks Higher? 10/24/23
Is the three-month market pullback driven by macro and interest rate concerns running its course as the final earnings season of the year gets underway? Adam Parker from Trivariate and Bryn Talkington of Requisite Capital break down their forecasts. Plus, Ankur Crawford breaks down her tech playbook and how she is navigating the upcoming mega-cap earnings. And, we count you down to the key reports to watch after the bell.
10/24/2023 • 43 minutes, 11 seconds
Manifest Space: Vulcan’s Maiden Launch Announcement with United Launch CEO Tory Bruno 10/24/23
A new rocket is about to enter the space race. In an exclusive interview from CNBC’s Technology Executive Council summit, CEO Tory Bruno joins Morgan to announce Vulcan’s upcoming flight, its recent launch for Project Kuiper and the Israel-Hamas war’s implications for national security space.
10/24/2023 • 9 minutes, 8 seconds
Closing Bell Overtime: Why A Recession Could Boost Stocks; Databricks CEO Ali Ghodsi 10/23/23
A volatile session for the markets today. Wilmington Trust EVP’s Meghan Shue and Barcalys Head of US Equity Strategy Venu Krishna break down the market action. Melius’ Head of Technology Research Ben Melius previews tomorrow’s big tech reports from Alphabet and Microsoft, plus a late-day report from Reuters on Nvidia partnering with Arm to make PC chips. Jon sits down with Databricks CEO Ali Ghodsi.Citi’s Scott Chronert makes the case for why a recession could actually boost equity prices. Plus, Marqeta CEO on consumer health and a new deal the company signed for a credit card platform.
10/23/2023 • 49 minutes, 2 seconds
Closing Bell: Have We Seen the Top in Rates? 10/23/23
What if we really have seen the top in rates just as tech earnings are about to roll in? Could it be enough to get stocks back on track toward a year end rally? JP Morgan Private Bank’s AJ Oden gives his take. Plus, Lo Toney from Plexo Capital breaks down what he is watching from mega cap tech earnings. And, top chip analyst Stacy Rasgon weighs in on the late-breaking report that Nvidia is making a big push into the PC chip space.
10/23/2023 • 42 minutes, 54 seconds
Closing Bell Overtime: Rounding out a rough week, Moody’s Chief Economist on rising rates, looking ahead to big tech 10/20/23
Stocks fell again Friday to end a downbeat week on Wall Street, following the 10-Year yield’s jump above 5%. Bob Elliott from Unlimited breaks down the selloff and the particular weakness in the regional banks. Moody’s Chief Economist Mark Zandi discusses the outlook for rates and new comments from Atlanta Fed’s Raphael Bostic about when the central bank might cut rates. And Jefferies analyst Brent Thill looks ahead to a huge week for big tech earnings from the likes of Microsoft, Amazon, Alphabet and Meta, and reveals his two top picks ahead of those reports.
10/20/2023 • 44 minutes, 30 seconds
What’s at Stake for Earnings? 10/20/23
What’s really riding on big tech results next week? Dan Greenhaus of Solus Alternative Asset Management and NewEdge’s Cameron Dawson give their forecasts. Plus, star value investor Scott Black breaks down his top picks and why he thinks the fed could hike again this year. And, SolarEdge’s sinking in today’s session. CNBC’s solar expert Pippa Stevens explains what’s behind that move and how it’s impacting the rest of the sector.
10/20/2023 • 42 minutes, 42 seconds
Closing Bell Overtime: Parsing Powell; Former Netflix Exec On The New Bull Thesis After Blowout Earnings 10/19/23
Major averages tumbled again today. Ariel Investments Vice Chairman Charlie Bobrinskoy breaks down the market action as well as earnings from CSX, Intuitive Surgical and Knight-Swift. Investors keyed in to Fed Chair Jay Powell’s speech today in New York; Grant’s Interest Rate Observer Editor Jim Grant on the most important points. Former Netflix and Hulu exec Simon Gallagher on Netflix’s blowout quarter and the new bull thesis for the stock. Freeport-McMoRan CEO Richard Adkerson on the latest earnings, state of the global economy and commodity prices. Navan has partnered with Citi to help cut down on hassle for expense reports; CEO Ariel Cohen joins to talk the deal and what’s next for fintech players.
10/19/2023 • 44 minutes, 28 seconds
Manifest Space: The Middle East in Space with UAE Space Agency Chairwoman Sarah Al-Amiri 10/19/23
With geopolitical tensions rising as the Israel-Hamas conflict escalates, what is the state of space & international relations? Morgan sits down with H.E. Sarah Al-Amiri Chairwoman of the UAE Space Agency and the Minister for Public Education and Advanced Technology in the United Arab Emirates, to discuss the agency’s rapid growth since its inception in 2014, navigating geopolitical tensions, and deep space ambitions.
10/19/2023 • 27 minutes, 3 seconds
Closing Bell 10/19/23
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.
10/19/2023 • 42 minutes, 52 seconds
Closing Bell Overtime: Abbott CEO Talks Strong Quarter, Weight-Loss Drug Revolution; Ark Invest’s Tasha Keeney Reacts To Tesla Earnings 10/18/23
Stocks slid in trading, sending the major averages negative on the week. Earnings from Netflix, Tesla, Las Vegas Sands and Lam Research. Victoria Greene, G Squared Private Wealth founding partner, and Vital Knowledge Founder Adam Crisafulli break down the market action and company reports. Evercore’s Mark Mahaney and Wedbush’s Alicia Reese dig into Netflix’s big beat and the success of the password sharing crackdown. Ark Invest’s Tasha Keeney on the bull case for Tesla after its latest report. Abbott CEO Robert Ford talks the company’s strong quarter and how it is planning for the weight loss drug revolution. Plus, Nuveen CIO Saira Malik talks portfolio positioning.
10/18/2023 • 47 minutes, 15 seconds
Closing Bell: Tech’s Moment of Truth 10/18/23
What do today’s earnings reports mean for hopes of a year-end rally? Dan Ives of Wedbush, Alex Kantrowitz of Big Technology and Jason Snipe of Odyssey explain what they’re expecting. Plus, Sofi’s Liz Young breaks down how she is navigating earnings, the fed and more. And, we preview the key metrics and themes to watch when Netflix and Tesla report after the bell.
10/18/2023 • 42 minutes, 27 seconds
Closing Bell Overtime: Investing In Defense Stocks Despite DC, Budget Uncertainty; Top Banks Picks As Earnings Roll On 10/17/23
The Dow managed a positive close but the S&P 500 and Nasdaq fell in trading today. Truist’s Keith Lerner and Wedbush’s Kevin Merritt break down the market action. Earnings from United Airlines, JB Hunt and Interactive Brokers. Gabelli Funds Portfolio Manager Ian Lapey on his top bank picks as the sector’s earnings wind down. Former Deputy Assistant Secretary of Defense Roger Zakheim on how the defense sector is navigating supply amid DC turmoil. Our Kristina Partsinevelos on Nvidia’s slide today as the US expands its chip export controls. Melius analyst Conor Cunningham breaks down United’s earnings report. Plus, what you need to know ahead of earnings from Netflix and Tesla on Wednesday.
10/17/2023 • 44 minutes, 18 seconds
Strong Economy, Strong Markets? 10/17/23
Can good news for the economy remain good news for stocks, even if it means yields go higher and stay there? Adam Parker of Trivariate and Cheryl Young of Rockefeller break down their forecasts. Plus, retail sales came in stronger than expected today. Evercore ISI’s Greg Melich gives his take… and what he’s expecting from the sector as we head into the holiday season. And, star VC investor Rick Heitzmann is weighing in on the IPO market and where he thinks valuations could be headed from here.
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10/17/2023 • 42 minutes, 50 seconds
Closing Bell Overtime: UWM CEO & Phoenix Suns Owner Mat Ishbia On Housing Market, Pro Sports Media Rights; IMAX CEO On Taylor Swift’s Record Breaking Weekend 10/16/23
Stocks powered higher to start the week despite rising yields. Crossmark Global’s Bob Doll and Richard Bernstein Advisors CEO Richard Bernstein break down the market action ahead of a busy week of earnings. UWM CEO and Phoenix Suns owner Mat Ishbia talks housing market, mortgage rates and the business of pro sports. Sri-Kumar Global Strategist Komal Sri-Kumar on how to play fixed income. IMAX CEO Richard Gelfond talks Taylor Swift’s box office dominance. BMO analyst Evan David Seigerman on the trade in vaccine stocks. Our Kate Rooney on the bounce in bitcoin today and Hugh Son previews what to expect from the big bank earnings this week.
10/16/2023 • 44 minutes, 21 seconds
Closing Bell: Rally On! … Or Rally Soon Over? 10/16/23
Where are stocks headed from here? Hightower’s Stephanie Link and Schwab’s Kevin Gordon give their expert forecasts. Plus, Todd Boehly – co-founder, chairman and CEO of Eldridge Industries – breaks down his diverse portfolio and gives his forecast for markets and the economy. And, Cain International’s Jonathan Goldstein explains where he is seeing opportunity in the real estate market despite a slew of big headwinds in the space.
10/16/2023 • 46 minutes, 22 seconds
Closing Bell Overtime: What Happens Next For Oil Prices; Top Tech Picks Heading Into Earnings 10/13/23
Stocks finished mostly lower today although still higher on the week – except the Nasdaq. Solus’ Dan Greenhaus and GenTrust’s Mimi Duff break down the market action. CFRA’s Ken Leon on the bank earnings coming next week and the lessons from today. EMJ Capital Founder Eric Jackson on his favorite tech picks heading into earnings season. Bespoke’s Paul Hickey on the sectors that could outperform during earnings. Plus, RBC’s Helima Croft breaks down the big move in oil this week and what’s next for Iranian and Russian sanctions.
10/13/2023 • 44 minutes, 15 seconds
Closing Bell: Late-Year Surge in Store? 10/13/23
Can stocks have a late-year surge or not? BMO’s Brian Belski – a bull – and Cantor’s Eric Johnston – a bear – debate their forecasts. Then, TIAA’s Kourtney Gibson breaks the tie and explains who she thinks won the debate. And, John Spallanzani of Miller Family Office digs in on the broader market, the Fed and Amazon.
10/13/2023 • 42 minutes, 34 seconds
Manifest Space: Valuing Space with Summit Ridge Founder Armand Musey 10/12/23
While Q3 closed out with some green shoots in the IPO market, the days of SPACs may be over. Morgan discusses valuations, commercial space trends & more with Summit Ridge Group founder Armand Musey.
10/12/2023 • 29 minutes, 24 seconds
Closing Bell: Overtime: Top Analyst Unveils His New Top Big Tech Pick; What Today’s CPI Report Means For The Markets & The Fed 10/12/23
Stocks finished well off their lows but couldn’t climb into positive territory, snapping a four-day winning streak for the major averages. Vital Knowledge’s Adam Crisafulli and Main Street Research CIO James Demmert break down the market action. Former Fed Governor Frederic Mishkin talks today’s CPI report and the recent spate of Fedspeak. Evercore’s Mark Mahaney unveils his new top big tech pick heading into earnings season. HashiCorp CEO Dave McJannet talks the company’s new AI products. Gerard Cassidy, RBC analyst, previews bank earnings. Plus, our Kate Rooney on the latest testimony from Caroline Ellison in the Sam Bankman-Fried trial and Eamon Javers on today’s CEO meeting at the White House to talk the economy.
10/12/2023 • 44 minutes, 3 seconds
Closing Bell: Can Tech Carry Stocks Higher? 10/12/23
The Nasdaq has been performing better lately and is still on track for a relatively strong week. Can tech alone carry the market higher into the end of the year – just as it did for the first six months of 2023? Corient’s Amy Kong and Virtus’ Joe Terranova give their take. Plus, Ed Yardeni gives his first reaction to today’s CPI report. And, both casinos and homebuilders were slammed in today’s session. Our all-star team of reporters explain what is behind those moves lower.
10/12/2023 • 42 minutes, 42 seconds
Closing Bell Overtime: StockX CEO On Birkenstock’s Weak Debut; How Nvidia Could Add Another 50% Stock Upside In Next 12 Months 10/11/23
Stocks pushed higher into the close, finishing near best levels to notch a fourth straight positive session for the major averages. Wells Fargo’s Scott Wren breaks down the market action heading into earnings season. Cowen analyst Matthew Ramsay on his new note calling for 50% upside in Nvidia. Former Dallas Fed President Richard Fisher on what investors need to know from today’s Fed minutes release. StockX CEO on Birkenstock’s weak IPO and the state of the consumer. Strategas’ Dan Clifton on the latest moves in the race for the Speaker. Plus, Sunnova CEO John Berger on how elevated rates are hitting the solar industry.
10/11/2023 • 44 minutes, 13 seconds
Closing Bell: Banking on a Year-End Bounce? 10/11/23
Will “just good enough” earnings be good enough to send stocks into a year ending run-up? Dan Greenhaus of Solus Alternative Asset Management and JP Morgan Asset Management’s Jordan Jackson give their expert takes. Plus, top chip analyst drills down on the strength in semis and what he’s expecting from the upcoming earnings season. And, Leslie Picker breaks down Birkenstock’s first day of trade.
10/11/2023 • 42 minutes, 45 seconds
Closing Bell: Overtime: Former World Bank CIO On Geopolitical Risks; Adobe CEO On New Generative AI Offerings 10/10/23
Third straight day of gains for the major averages. Janus Henderson’s Matt Person and Macquarie’s Thierry Wizman break down the market action and the fall in yields. Adobe CEO Shantanu Narayen on the company’s newest round of generative AI models and how enterprise customers are using them. RockCreek CEO and former World Bank CIO Afsaneh Beschloss on geopolitical risks to the market. Plus, Energy Fuels CEO Mark Chalmers on navigating global tensions while mining and refining rare earths and a first look at the Birkenstock IPO price with former Target Vice Chairman Gerald Storch.
10/10/2023 • 43 minutes, 8 seconds
Closing Bell: Room for a Year-End Run? 10/10/23
How much room is there for stocks to make a run into year end? New York Life Investments’ Lauren Goodwin and Schwab’s Liz Ann Sonders give their expert forecasts. Plus, Shannon Saccocia from NB Private Wealth is breaking out her playbook for earnings season and beyond. And, David Albrycht of Newfleet Asset Management tells us how he is navigating today’s sharp decline in yields.
10/10/2023 • 42 minutes, 55 seconds
Closing Bell Overtime: Market Rallies After Lower Open; Former Defense Secretary Esper On What Happens Next In Middle East 10/9/23
Stocks closed mostly higher despite opening lower in the first market day after Israel declared war on Hamas. Former Defense Secretary Mark Esper talks the evolving situation in Israel and what happens next. Ruchir Sharma, Rockefeller International Chairman, breaks down the geopolitical factors and risk premium investors need to be watching. Defense ETF (ITA) had its best day since November 2020. Skylar Capital’s Bill Perkins breaks down what the events in the Middle East means for the energy complex. Unlimited CIO Bob Elliott on why the market is reacting to the latest Fedspeak.
10/9/2023 • 44 minutes, 27 seconds
Closing Bell: The Risk-Reward for Your Money 10/9/23
Is the risk/reward for your money about to get better as some are suggesting? Adam Parker of Trivariate Research and Emily Roland of John Hancock Investment Management give their expert forecasts. Plus, Doug Clinton of Deepwater Asset Management breaks down where he is seeing opportunity in tech ahead of the wave of earnings. And, Meera Pandit – JP Morgan Asset Management’s Global Market Strategist – weighs in on how she is navigating uncertainty overseas amid the war between Israel and Hamas.
10/9/2023 • 42 minutes, 31 seconds
Closing Bell Overtime: Stocks Rally To End Week After Strong Jobs Report; United Launch Alliance CEO On Working With Amazon’s Project Kuiper 10/6/23
A Friday surge sent the Nasdaq and S&P 500 higher for the week while the Dow remained fractionally in the red. Morgan Stanley’s Andrew Slimmon and Quadratic’s Nancy Davis break down the market action as we head into earnings season. Apollo Chief Economist Torsten Slok reacts to the September jobs report coming in red hot and the impact strikes are having on the labor market. Wells Fargo’s Roger Read and Roth analyst Leo Mariani on what rumors of Exxon buying Pioneer Natural Resources means for investors. Hispanic Association on Corporate Responsibility CEO Cid Wilson talks the unique aspects of the Latino jobs market. United Launch Alliance CEO Tony Bruno on today’s launch with Amazon’s Project Kuiper.
10/6/2023 • 44 minutes, 31 seconds
Storm Clouds Set to Clear? 10/6/23
Are storm clouds for stocks about to pass as earnings season kicks off in earnest next week. Fundstrat’s Tom Lee breaks down today’s big reversal in stocks. Plus, Sebastien Page from T. Rowe Price has been a reluctant bear… but he might be changing his tune. He explains why. And, NYU’s Aswath Damodaran – the so-called “Dean of Valuation” – weighs in on the tech trade.
10/6/2023 • 43 minutes, 16 seconds
Closing Bell Overtime: Jon Sits Down With Famed Activist Investor Jeff Ubben; How Weight Loss Drugs Will Impact Every Sector 10/5/23
Averages closed mostly lower but well off worst levels. 3Fourteen Reseach’s Warren Pies breaks down the market action and where stocks go from here. Earnings and a read on the consumer from Levi Strauss, plus reaction to the numbers from Neuberger Berman analyst Kevin McCarthy. Jon Fortt sits down with hedge fund legend and activist investor Jeff Ubben to talk Fairlead’s Katie Stockton takes stock on the technical picture of her favorite sector. Cowen’s Michael Nedelcovych on how weight loss drugs could impact a wide range of industries and stocks.
10/5/2023 • 44 minutes, 32 seconds
Closing Bell: Stocks Set to Stabilize? 10/5/23
When will stocks stabilize? Is tomorrow morning’s jobs report the key? Do we have to wait for earnings next week or beyond? The Wharton School’s Jeremy Siegel gives his forecast and explains why he likes stocks right now. Plus, BNY Mellon Investment Management’s Sonia Meskin is flagging serious downside ahead. She breaks down the parts of the market she is staying away from and where she is seeing strength. And, Bill Miller IV of Miller Value Partners is finding some opportunity amid the recent volatility. He explains where he is putting his money right now.
10/5/2023 • 42 minutes, 32 seconds
Manifest Space: AI Powered Predictions with Planet Labs CEO Will Marshall 10/5/23
Planet Labs, boasting the largest constellation of earth imaging satellites in orbit, generates thousands of images for governments and companies documenting changes over time. Can that data, powered by AI, be used to predict future events? Co-founder & CEO Will Marshall joins Morgan Brennan to discuss predictive analytics, satellites under development & the outlook for the earth imaging market.
10/5/2023 • 29 minutes, 42 seconds
Closing Bell: Overtime: Why RenMac’s Jeff deGraaf Is Turning Bullish; $100 Oil Still Possible? 10/4/23
Stocks recovered some of yesterday’s drop. Ariel Investments Vice Chairman Charlie Bobrinskoy and Crossmark Global’s Victoria Fernandez break down the market action. Renaissance Macro’s Jeff DeGraaf reveals why he is turning bullish. Google released its new Pixel phones and the Pixel Watch 2. The company’s SVP, Devices & Services Rick Osterloh joins to talk the chip powering the devices and its AI strategy. Our Kate Rooney on Sam Bankman-Fried’s trial, day 2. Plus, Mortgage Bankers Association CEO Bob Broeksmit on the unprecedented housing market and Pickering Energy Partners CIO Dan Pickering on where oil goes from here.
10/4/2023 • 44 minutes, 14 seconds
Closing Bell 10/4/23
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.
10/4/2023 • 43 minutes, 13 seconds
What Rep. Kevin McCarthy’s Ouster Means For Markets 10/3/23
Stocks tumbled during trading hours today. But the drama continued in Overtime as House Speaker Kevin McCarthy was ousted. Moody’s Analytics Chief Economist Mark Zandi on what it means for credit markets while Strategas’ Dan Clifton breaks down the policy implications. Fundstrat’s Tom Lee and JPMorgan Asset Management’s David Kelly talk the impact on equities. Plus, RBC’s Gerard Cassidy on how to navigate bank stocks in this era of higher rates.
10/3/2023 • 1 hour
Closing Bell 10/3/23
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.
10/3/2023 • 46 minutes, 20 seconds
Closing Bell: Overtime: Former Goldman CFO On Rising Rate Environment, Opportunities in AI; Top VC On Prospects For The Rest Of The Year 10/2/23
Big tech stocks helped boost the Nasdaq but the Dow closed lower. The S&P 500 turned positive in the final minutes of trading. Bespoke’s Paul Hickey and Wells Fargo’s Sameer Samana break it all down while our Pippa Stevens on why utilities posted its worst day since spring 2020. Former Goldman CFO Marty Chavez talks opportunities in AI and how higher rates are hitting banks and the markets. Bessemer Venture’s Byron Deeter on the recent IPOs and what the rest of the year could hold. Jay Barry, JPMorgan’s Director of Interest Rate Strategy, on how investors can play higher rates. VanEck CEO Jan Van Eck on crypto ETFs.
10/2/2023 • 44 minutes, 16 seconds
Closing Bell 10/2/23
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.
10/2/2023 • 42 minutes, 42 seconds
Closing Bell Overtime: Former TD Ameritrade CEO On His Market Strategy For Any Investor; Goldman Sachs’ Biotech Analyst Gives Top Picks 9/29/23
Stocks closed out an ugly quarter today. Unlimited CIO Bob Elliott and Citi’s Scott Chronert break down the market action and what’s ahead. Our Phil LeBeau on why the fight is turning ugly between UAW and automakers. Former TD Ameritrade CEO Joe Moglia on the market volatility, big tech stocks and his strategy recommendation for investors right now. Jefferies’ Sheila Kahyaoglu and former Army Secretary Eric Fanning on the impact a government shutdown has on the defense industry. Goldman Sachs’ Chris Shibutani gives his top picks in the biotech sector and what area has a “once-in-a-generation mega TAM.”
9/29/2023 • 44 minutes, 27 seconds
Closing Bell 9/29/23
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.
9/29/2023 • 43 minutes, 23 seconds
Closing Bell: Overtime: Bill Ackman From Delivering Alpha; Blackstone’s Global Co-Head of Real Estate On Major Themes 9/28/23
Bill Ackman talks his major investment themes and strategies, sitting down with our Scott Wapner from Delivering Alpha. Plus, Morgan talks with Kathleen McCarthy, Blackstone’s Global Co-Head of Real Estate. Major averages closed higher but still on pace for a negative month. Cantor Fitzgerald’s Eric Johnston and JPMorgan’s David Kelly break down the market action. The Dow’s worst stock so far this year, Nike, reports earnings. EToro US CEO Lule Demmissie on how retail is positioned right now.
9/28/2023 • 52 minutes, 46 seconds
Closing Bell: Stocks Set to Shrug off a Sluggish September? 9/28/23
In the face of rising rates, rising oil prices and negative sentiment on the street can stocks brush off this sluggish September and rally? Joe Terranova of Virtus Investment Partners and Nicole Webb of Wealth Enhancement Group give their forecasts. Plus, BlackRock’s Rick Rieder joins live from CNBC’s Delivering Alpha conference with his take on inflation and how to play the bond market. And, an ugly day for Workday. Top analyst Brent Thill breaks down that move and what it might mean for the rest of the cloud space.
9/28/2023 • 43 minutes, 7 seconds
Manifest Space: Starlab and The I.S.S. Commercial Succession with Voyager Space CEO Dylan Taylor 9/28/23
The I.S.S. is expected to be retired in 2030, closing a multidecade chapter for humans in space funded by the government. With the next chapter of human space exploration spotlighting the private sector, a slew of companies are developing what they hope will be the I.S.S’s commercial successor. Voyager Space, a holding company concentrated on space infrastructure, is the startup behind Starlab, one of 3 projected pre-selected by NASA to potentially rise to the challenge. Morgan Brennan sits down with founder & CEO Dylan Taylor about space stations, his own spaceflight with Blue Origin and the commercial space sector.
9/28/2023 • 27 minutes, 35 seconds
Closing Bell: Overtime: Stocks Swing Wildly But Finish Off Lows; Top Citi Dealmaker on M&A, IPO Markets 9/27/23
Stocks swung wildly during today’s session but the Nasdaq managed to close positive and the Dow recovered from a nearly 1% drop. BD8 Capital’s Barbara Doran and Profit Investments’ Eugene Profit break down the market action. Earnings from Micron and CFRA analyst Angelo Zino provides analysis. Satori Fund Founder Dan Niles on his favorite tech picks and why he sees a short-term bounce but a long-term drop. Citi dealmaker Tyler Dickson on if the IPO market is thawing. Nuveen Global Fixed Income CIO Anders Persson gives his playbook in an environment of higher for longer.
Stocks dropped midday and staged a significant turnaround as we barreled toward the close. Ritholtz Wealth Management’s Josh Brown and New York Life Investments’ Lauren Goodwin give their expert market takes. Plus, star Wedbush analyst Dan Ives joins on the CNBC Newsline to break down his brand new Apple note, as that stock dropped intra-day. And, JP Morgan’s Jason Hunter reveals the key levels he is watching amid the market swings.
9/27/2023 • 42 minutes, 50 seconds
Closing Bell Overtime: White House’s Jared Bernstein On POTUS Joining UAW Picket Line; Connecticut AG On Why He Is Part Of FTC’s Lawsuit Against Amazon 9/26/23
White House Council of Economic Advisors Chairman Jared Bernstein on President Biden joining the UAW picket line today. Amazon shares fell after the FTC, along with 17 states, announced a monopoly lawsuit against the company. Dealmaker and TMT banker, Guggenheim’s Eric Mandl, on what effect the lawsuit will have on M&A. Connecticut AG William Tong, one of the states joining the lawsuit, makes the case. Meanwhile, it was the worst day for the Dow since March. Vital Knowledge’s Adam Crisfulli and Raymond James’ Matt Orton break down the market action. Earnings from retail giant Costco along with instant analysis from CFRA analyst Arun Sundaram. Real estate company Ferguson stock pops on earnings; CEO Kevin Murphy joins to break down the numbers and talk what he is seeing in his sector. Cloud computing company Nutanix announced higher long-term sales and free cash flow targets. Jon speaks with CEO Rajiv Ramaswami on what’s behind the increase.
9/26/2023 • 44 minutes, 28 seconds
Closing Bell: September Slump Strengthens 9/26/23
Is there still a bull case to be made for stocks in the year’s final stretch? Some suggest, the answer is yes. BNY Mellon’s Alicia Levine and Trivariate’s Adam Parker give their takes. Plus, Capital Wealth Planning’s Kevin Simpson breaks down his 5 star stock strategy amid today’s big drop. And, market expert Mike Santoli breaks down the crucial moments of the trading day – as stocks sink into the close.
9/26/2023 • 46 minutes, 22 seconds
Closing Bell: Overtime: BHP CEO On Commodities Cycle; Blue Origin Names A New CEO; Rare Interview With JP Morgan Global Chairman of Investment Banking Jennifer Nason 9/25/23
The major averages closed near highs of the day; SEI CIO Jim Smigiel and Baird’s Ross Mayfield break down the market action. Our Phil LeBeau on the latest from the UAW strike. A rare interview with JP Morgan Global Chairman of Investment Banking Jennifer Nason on the state of capital markets and health of IPO pipeline. Jefferies’ Brent Thill on Amazon’s AI investment Anthropic. CEO of metals and mining giant BHP Group Mike Henry on the global economy and commodity cycles. Plus, Blue Origin names a new CEO and it’s a familiar name to the Closing Bell: Overtime audience.
9/25/2023 • 47 minutes, 8 seconds
Closing Bell: Standard September Setback? 9/25/23
Is this still just a standard September setback or do the breakdowns below the surface and the rout in the bond market mean the bulls are losing the benefit of the doubt? BMO’s Brian Belski, Requisite Capital’s Bryn Talkington and Emily Roland of John Hancock give their forecasts. Plus, Elizabeth Burton from Goldman Sachs is breaking down where she is seeing some opportunity right now… despite her prediction that there’s a big downturn ahead. And, we dig in on Amazon’s big AI push and what it might mean for the company’s bottom line.
9/25/2023 • 42 minutes, 37 seconds
Closing Bell Overtime: Wes Edens On Brightline Opening Its Miami-Orlando Final Leg; Super Micro CEO On The AI Gold Rush 9/22/23
Another down day to finish a down week for the major averages. Wells Fargo’s Darrell Cronk and Newton Investment Management’s John Porter break down the market action. Our Phil LeBeau is live from the UAW picket line and brings you the latest on the strikes. RBC’s Helima Croft on the surge in oil prices and if a return to $100 oil is near. Jon sat down with Super Micro CEO Charlies Liang, one of the shovel builders in the AI gold rush, to talk how much longer the rush can go on. Morgan interviewed Wes Edens on the day his Brightline project opened up its Orlando-Miami leg. Plus, Lockheed CFO on the impact a government shutdown would have and Oppenheimer’s Brian Nagel on Nike’s bad week.
9/22/2023 • 44 minutes, 27 seconds
Closing Bell: Seasonality Reality 9/22/23
Are stocks close to completing a standard seasonal pullback or is there more payback to come as higher rates test the economy’s resilience? Greg Branch from Veritas Financial, Hightower’s Stephanie Link and Invesco’s Brian Levitt debate their forecasts. Plus, BMO’s Simeon Siegel breaks down retail’s rough week. And, Ed Clissold of Ned Davis Research is flagging some technical turbulence. He explains how he’s navigating the uncertainty.
9/22/2023 • 43 minutes, 11 seconds
Closing Bell: Overtime: Stocks Tumble Day After Fed; Hawaiian Airlines CEO On Demand; Mobileye CEO On AI Race With Tesla 9/21/23
Stocks tumbled the day after the Fed’s decision. Goldman Sachs’ Candice Tse breaks down the market action and what’s next. Atlas Merchant Capital’s Bob Diamond talks the Fed’s odds of a soft landing and responds to a recent report his firm may be involved in bidding for SVB VC’s arm. Mobileye CEO Amnon Shashua on expansion in China, the autonomous driving race and the strong stock performance since last fall’s IPO. Hawaiian Airlines CEO Peter Ingram on the rise in oil prices, travel and demand and impact from Maui fires. Benefit Street President Richard Byrne on “the best investing opportunity we’ve seen.”
9/21/2023 • 44 minutes, 29 seconds
Closing Bell: Fed Upending Rally Hopes? 9/20/23
Did the Fed just upend hopes that the rally in stocks might soon resume? Cameron Dawson of NewEdge and Virtus’ Joe Terranova give their forecasts for stocks. Plus, Plexo Capital’s Lo Toney weighs in on how he’s navigating the IPO landscape. And, Diana Olick breaks down why the housing stocks are suffering today.
9/21/2023 • 43 minutes, 23 seconds
Closing Bell: Overtime: Reacting To The Fed + Why Stocks Slid Into The Close 9/20/23
Stocks slid into the close, ending near session lows after Fed Chair Powell’s press conference. Jefferies’ David Zervos and BD8 Capital’s Barbara Doran break down the market retreat. Former CEA Chair Jason Furman and Evercore Vice Chairman Krishna Guha on the Fed’s decision and what it means for the rest of the year. Broughton Capital’s Donald Broughton reacts to FedEx earnings after the stock moved higher on strong EPS guidance. ServiceNow CEO Bill McDermott on its AI announcement. Seaport’s Kenneth Zener on KB Home’s earnings.
9/20/2023 • 44 minutes, 38 seconds
Closing Bell: Fed Pauses on Decision Day 9/20/23
Fed Chair Jay Powell held his news conference after the decision to keep rates unchanged. DoubleLine’s Jeffrey Gundlach gives his exclusive reaction. Plus, Sofi’s Liz Young and market expert Mike Santoli weigh in on the market reaction to that decision and Gundlach’s big call on rates. And, we break down the key metrics to watch when FedEx reports after the bell.
9/20/2023 • 32 minutes, 41 seconds
Closing Bell: Overtime: Intel CEO Pat Gelsinger on AI and chips, Early Instacart investor on IPO, How high will oil climb? 9/19/23
Stocks closed lower but off the worst levels of the day as investors await Wednesday’s Fed decision. Adam Crisafulli from Vital Knowledge and Nancy Davis from Quadratic Capital discuss the market set-up and the pop in yields. Early Instacart investor and Y Combinator CEO Garry Tan talks about the company’s first day of trading and what other names are in the pipeline. Intel CEO Pat Gelsinger talks about the company’s latest AI efforts from the sidelines of the Intel Innovation summit. Dan Pickering from Pickering Energy Partners discusses oil’s steady rise. Plus the latest on Amazon, Alphabet, and Rocket Lab’s failed launch.
9/19/2023 • 44 minutes, 28 seconds
Closing Bell: Countdown to the Fed 9/19/23
Just how resilient is this economy… and what’s at stake when the Fed updates its policy outlook tomorrow afternoon? Dan Greenhaus of Solus gives his expert take. Plus, Deepwater Asset Management’s Gene Munster gives his first take on Instacart’s highly anticipated market debut on the Nasdaq. And, Julia Boorstin breaks down the big leg lower in Disney today and what it might mean for the company’s growth going forward.
9/19/2023 • 42 minutes, 43 seconds
Closing Bell: Overtime: Instacart IPO watch, the outlook for autos, Walter Isaacson on Musk relationship with Saudi Arabia 9/18/23
Stocks ended an up-and-down session near the flatline as investors await this week’s Fed decision and signals from the IPO market via Instacart. David Bahnsen from The Bahnsen Group explains why he “wouldn’t touch Instacart with a 10-foot pole.” Chris Harvey from Wells Fargo discusses opportunities in the market ahead of the Fed. Meantime the UAW strike dragged on to a fourth day, sending shares of Ford, GM, and Stellantis lower. Gabelli fund manager Brian Sponheimer discusses if there are any investable names in the auto space. Elon Musk biographer Walter Isaacson talks about new reports that Turkey and Saudi Arabia are angling for an EV factory. Plus the latest on Block, Norfolk Southern, and how art is performing as an asset class.
9/18/2023 • 44 minutes, 18 seconds
Closing Bell 9/18/23
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.
9/18/2023 • 42 minutes, 31 seconds
Closing Bell: Overtime: Impact From UAW Strikes Begins; Databricks CEO On Latest Fundraising; David Sacks Talks His Latest Company 9/15/23
Major averages ended Friday lower as chip stocks slid on demand worries. Wilmington Trust’s Meghan Shue and Unlimited Funds’ Bob Elliott break down the market action. Our Phil LeBeau reports that Ford plans to lay off 600 workers as UAW strikes ramp up while GM warns of negative ripple effects. Databricks CEO Ali Ghodsi on his company’s latest fundraising and a potential IPO timeline. Needham’s Charles Shi on Arm’s first two days of trading and a Reuters report warning Taiwan Semi is worried about demand. Craft Ventures Co-Founder David Sacks talks his new company SaaSGrid and the state of tech.
9/15/2023 • 47 minutes, 13 seconds
Closing Bell: The Big Bull-Bear Battle 9/15/23
We are now halfway through a historically bad month for stocks and they’ve shown some remarkable resiliency lately. So, does it mean we’re out of the woods or about to get worse? Cameron Dawson of NewEdge and Hightower’s Stephanie Link gives their expert forecasts. Plus, Dominic Rizzo from T. Rowe Price says the tech trade still has room to run. He explains why. And, Ed Yardeni is says stocks will end the year higher and could rise as much as 20% by the end of 2024.
9/15/2023 • 42 minutes, 41 seconds
Manifest Space: Air Force Secretary on SpaceX, China and The Future of War with Air Force Secretary Frank Kendall 9/15/23
Walter Isaacson’s new biography on Elon Musk sparked controversy with the revelation that the SpaceX founder withheld Starlink internet services to Ukraine in a military operation on Russia last year. While the company was not under military contract at the time—and has since received funding from the Pentagon— the disclosure fueled the debate that U.S. government and allies are too reliant on SpaceX. U.S. Air Force Secretary Frank Kendall joins Morgan Brennan from the floor of the Air Force Association’s annual Air, Space, Cyber conference to discuss national security contracts, China, AI and more.
9/15/2023 • 13 minutes, 51 seconds
Closing Bell Overtime: Ford CEO On Where UAW Negotiations Stand; Adobe CEO On Monetizing Its AI Products 9/14/23
Stocks closed higher as investors cheered Arm’s successful IPO. Annandale Capital’s George Seay and Zevenbergen Capital’s Anthony Zachary break down the market action. Ahead of the midnight deadline for a new contract with UAW, Ford CEO Jim Farley on where negotiations stand. Adobe CEO Shantanu Narayen talks the company’s earnings and how it plans to monetize its AI offerings. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, on why AI is not a bubble and has more room to run. Jon and CNBC.com’s Hugh Son talk regional banks—and the new challenge they are facing. Seaport’s Ken Zener on Lennar’s earnings.
9/14/2023 • 46 minutes, 34 seconds
Closing Bell: The Resilient Rally 9/14/23
How long can the market’s unique ability to brush off almost anything thrown its way really last? Gabriela Santos from JP Morgan Asset Management and Virtus Investment Partners’ Joe Terranova give their expert opinions. Plus, ARM made its highly anticipated market debut today. Corient’s Amy Kong explains how she is playing the IPO market. And, Treasury Partners’ Rich Saperstein is laying out his case for caution.
9/14/2023 • 42 minutes, 47 seconds
Manifest Space: World’s Biggest Space Business with Northrop Grumman CEO Kathy Warden 9/14/23
The fastest growing defense prime is also home to the largest space business in the world. Northrop Grumman's space systems surged 17% in both Q1 and Q1 -- the combination of 20 companies brought together over time. While 85% of the company's space business is concentrated in national security, the company also does work for civil and commercial space. In a rare interview, Morgan Brennan speaks with CEO Kathy Warden from inside of Northrop Grumman’s mission operations center.
9/14/2023 • 19 minutes, 3 seconds
Closing Bell: Overtime: How Today’s AI Summit Will Shape The Industry; Arm’s IPO Prices; Air Force Secretary On Geopolitical Threats 9/13/23
It was a mixed session for stocks with the S&P 500 and Nasdaq bouncing back from Tuesday’s losses. BD8 Capital Partners CIO Barbara Doran and Morgan Stanley’s Seth Carpenter break down the market action. Pricing for ARM’s IPO is expected to come in above the range; Moor Insights & Strategy CEO Patrick Moorhead on how much growth the company could see in the coming months. Morgan sat down with the Air Force Secretary and Anduril’s CEO to talk China and the economic impact of a possible government shutdown. Google Brain Co-Founder Andrew Ng breaks down today’s big AI summit in DC as leaders like Elon Musk and Sundar Pichai briefed senators on the industry and possible regulation.
9/13/2023 • 44 minutes, 38 seconds
Closing Bell: Stocks Shrug Off Hotter CPI Print 9/13/23
Why have stocks been able to largely brush off today’s CPI? And what does it say – if anything – about where your money might go from here? All star panel of Alicia Levine of BNY Mellon, Marci McGregor of BofA Merrill Lynch and Citi’s Kristen Bitterly give their takes. Plus, King Lip is seeing some serious upside in tech… despite the sector’s rough month. He explains why. And Schwab’s Kevin Gordon is breaking down his rate hike forecast.
9/13/2023 • 42 minutes, 53 seconds
Closing Bell: Overtime: Lululemon CEO On China, U.S. Consumer; New (And Former) Flexport CEO On What’s Next For Company; Apple’s Event Roundup 9/12/23
Averages closed lower today with the Nasdaq falling over 1%. Vital Knowledge’s Adam Crisafulli and Wells Fargo’s Sameer Samana break down the market action. Our Steve Kovach breaks down what’s new from today’s Apple event while Fenway Summer Partner Javier Saade and Bank of America’s Wamsi Mohan talk the investment implications. Morgan sits down for an exclusive interview with Lululemon CEO Calvin McDonald to talk the state of the consumer and growth in China. Nuveen CIO Saira Malik on the tech investing playbook. Jon sits down with new Flexport CEO Ryan Peterson on what’s next for the company.
9/12/2023 • 44 minutes, 30 seconds
Closing Bell: Big Tech Put to the Test 9/12/23
Big tech market leadership is being put to the test with Apple shares in the red with the iPhone 15 launch event underway and Oracle’s disappointing outlook dragging on the key software names. CNBC’s Steve Kovach breaks down all the big headlines from Apple’s big event. Plus, DoubleLine’s Jeffrey Gundlach speaks to Scott Wapner at the Future Proof conference. His take on the fed, potential recession and more.
9/12/2023 • 42 minutes, 52 seconds
Closing Bell: Overtime: Rare Interview With Northrop Grumman CEO Kathy Warden; Chamber of Commerce CEO On UAW 9/11/23
The Nasdsaq powered more than 1% higher, led by a strong day from Tesla. Truist’s Keith Lerner and Crossmark Global’s Bob Doll break down the market action. Chamber of Commerce CEO Suzanne Clark on UAW and the regulatory regime. Bill CEO Rene Lecerte on the view from business owners. Northrop Grumman CEO Kathy Warden sits down for a rare interview with Morgan. Peak6 Co-Founder Jenny Just on fintech.
9/11/2023 • 44 minutes, 35 seconds
Closing Bell 9/11/23
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.
9/11/2023 • 42 minutes, 40 seconds
Overtime: Evercore’s Roger Altman Talks Arm & Capital Markets; Breaking Down Apple’s Rough Week 9/8/23
Stocks closed moderately higher today but averages finished lower on the week. Unlimited Funds’ Bob Elliott and Bleakley Financial Group’s Peter Boockvar break down the market action. Evercore Founder Roger Altman talks the capital markets and how the upcoming ARM IPO will impact things. 3Fourteen Research’s Warren Pies correctly called oil’s summer rally; he joins to talk what’s next for energy markets. Gabelli Funds’ Tony Brancroft breaks down a big weak for defense. Fairlead Strategies’ Katie Stockon on the technicals behind the dollar and homebuilders. Raymond James’ Srini Pajjuri talks Apple’s rough week.
9/8/2023 • 44 minutes, 43 seconds
Closing Bell: The Buy the Dip Binge 9/8/23
Is the buy the dip binge still alive? Solus’ Dan Greenhaus and Veritas’ Greg Branch give their expert opinions. Plus, Rashaun Williams of Manhattan Venture Partners sets the table as we await next week’s ARM debut – plus the other big names in the pipeline. And, Jessica Inskip from OptionsPlay breaks down the key levels to watch.
9/8/2023 • 42 minutes, 56 seconds
Closing Bell: Overtime: Goldman Sachs CEO David Solomon In An Extended, Exclusive Interview 9/7/23
Four straight down session for the Nasdaq and Apple extended its slide. G Squared Private Wealth’s Victoria Greene and Profit Investments’ Eugene Profit break down the market action. Earnings from Docusign and RH. David Faber brings an exclusive interview with Goldman Sachs CEO David Solomon from the bank’s TMT conference. Solomon talked on the recent negative press, the Fed, the market environment and M&A. CFRA analyst Ken Leon joins our Michael Santoli and Leslie Picker to react to the extended interview. Plus, tonight’s NFL kickoff could signal the start of a record sports betting season.
9/7/2023 • 51 minutes, 55 seconds
Manifest Space: Mars Helicopters with AeroVironment CEO Wahid Nawabi 9/7/23
AeroVironemnt blew Wall Street away with quarterly results this week as demand for drones and autonomous systems skyrockets. But above and beyond the battlefield, the company is well-positioned in its space portfolio, including designing and developing NASA’s Ingenuity helicopter as the first aircraft to make a controlled flight on the red planet in 2021. CEO Wahid Nawabi joins Morgan to discuss the quarter, autonomous space exploration, pseudo satellites, and more.
9/7/2023 • 21 minutes, 14 seconds
Closing Bell: Navigating the Nasdaq’s Weakness 9/7/23
How at risk are stocks especially if the Nasdaq faces continued weakness? Charles Schwab’s Liz Ann Sonders gives her expert market forecast. Plus, star analyst Dan Ives says Apple concerns are overblown. He explains why … and how he is navigating the stock ahead of the company’s big product event next week. And, Julia Boorstin breaks down the slump in media stocks today amid the ongoing drama between Disney and Charter.
9/7/2023 • 42 minutes, 34 seconds
Closing Bell: Overtime: The Real Story Behind Disney’s Succession Mess With Alex Sherman; C3.AI CEO On Earnings And New Tools 9/6/23
Stocks closed lower again today. Jefferies’ David Zervos and Richard Bernstein Advisors’ Michael Contopoulos break down the market action, including earnings from C3.AI, GameStop, Chargepoint and American Eagle. C3.AI CEO Tom Siebel talks the latest quarter, its new AI suite of tools and remaining performance obligation. Our Alex Sherman talks what really went down behind the scenes at Disney as Bob Iger chose, then unchose, Bob Chapek as his successor. AeroVironment CEO Wahid Nawabi on AVAV’s quarter and assisting the war in Ukraine. Zscaler CEO Jay Chaudhry on earnings.
9/6/2023 • 44 minutes, 8 seconds
Closing Bell: Dissecting the September Slump 9/6/23
Is this month going to live up to its billing and will mega caps like Apple might be more vulnerable than you think? Trivariate’s Adam Parker, Hightower’s Stephanie Link and CNBC’s Steve Kovach give their expert takes. Plus, we drill down on the beige book, ISM data and all of today’s Fed speak with CNBC’s Steve Liesman and Mike Santoli. And, BTIG’s Jonathan Krinsky is taking a look at restaurant performance as we start September.
9/6/2023 • 42 minutes, 54 seconds
Closing Bell: Overtime: Breaking Down The Post Labor Day Sprint; Goldman Makes The Case For AI Fundamentals 9/5/23
Description: Stocks ended mostly lower to kick off the post-Labor Day sprint to the finish. GenTrust’s Mimi Duff and Clearbridge’s Jeffrey Schulze break down the market action. Earnings from Asana, Gitlab and Zscaler. Deepwater’s Gene Munster talks top-down view of investing in AI, and weighs in on a new Goldman Sachs note declaring “AI is not a Bubble.” DataTrek Research’s Nick Colas on the bull case for gold right now. Janus Henderson Investors CEO Ali Dibadj on the fourth quarter playbook.
9/5/2023 • 44 minutes, 5 seconds
Debating the State of Stocks 9/5/23
Is the markets uncanny resiliency throughout much of 2023 a sign of what’s to come in the months ahead? Or is it just too much to maintain? NFJ’s John Mowrey – our bull – and Cantor’s Eric Johnston – our bear – debate that point. Then, iCapital’s Anastasia Amoroso breaks the tie… and picks who’s strategy she agrees with as we wrap up the year. And, will Apple’s big product event be a big catalyst for the stock? Jason Snipe from Odyssey Capital – who owns that name – breaks down what he thinks.
9/5/2023 • 42 minutes, 40 seconds
Closing Bell: Overtime: Former Ford CEO Mark Fields On UAW Negotiation Latest; Why Charter Subscribers May Miss The First Full Weekend Of College Football 9/1/23
Stocks started September off mostly higher. Ariel Investment’s Charlie Bobrinskoy and Ascent Private Capital’s Tom Hainlin break down the market action and positioning. Former Ford CEO Mark Fields talks why Tesla shares are lower today and how the EV transition is impacting labor negotiations for Detroit’s Big 3. Ginkgo Bioworks CEO Jason Kelly on its new partnership with Google Cloud. Samsara CEO Sanjit Biswas on the company’s first quarter of profitability. Plus, your September playbook with Paul Hickey and why Charter subscribers may miss the first full weekend of college football.
9/1/2023 • 44 minutes, 32 seconds
Closing Bell: Markets Headed for Harder Times? 9/1/23
Is a loosening job market and an ongoing retreat in inflation leading toward the soft economic landing that the bulls have pinned their hopes on? Or are the economy and market headed for harder times? Tom Lee from Fundstrat and Warren Pies of 3Fourteen Research debate it. Plus, new data on retail investors is shedding some light on where they’re putting their money these days. Kate Rooney digs in on those numbers. And, top technician Ryan Detrick is breaking down the charts and explaining where he sees stocks headed for the month of September.
9/1/2023 • 42 minutes, 43 seconds
Closing Bell Overtime: Taking Stock Of Stocks In August; Klarna CEO On The Strength Of Its US Business; Nutanix CEO Talks Cloud Competition 8/31/23
Averages were down for August. Invesco’s Brian Levitt breaks down the month and how the fall is setting up for investors. Earnings from Nutanix, Lululemon, PagerDuty, MongoDB, VMWare, Broadcom and Dell. Susquehanna’s Chris Rolland breaks down the results from Broadcom. Nutanix stock shot up after reporting earnings; CEO Rajiv Ramaswami on the company’s growing partnerships. Klarna CEO Sebastian Siemiatkowski talks the path to profitability and the state of the consumer.
8/31/2023 • 44 minutes, 31 seconds
Manifest Space: Medication in Microgravity with Varda Co-Founders Will Bruey and Delian Asparouhov 8/31/23
As Medicare looks to drive down medical costs, pharma manufacturing is going beyond global. For years, drug companies have used the ISS to research and develop new discoveries. But until Varda successfully completed a 27-hour experiment in orbit growing a drug used to help treat HIV. Waiting on a reentry license for its first spacecraft, Morgan sits down with co-founders Will Bruey and Delian Asparouhov to discuss in-space manufacturing, hypersonic missile testing, and (unofficially) replicating LK-99—speculated to be a potential superconductor.
8/31/2023 • 33 minutes, 5 seconds
Closing Bell: Stocks Set to Sizzle or Stink? 8/31/23
Is there enough staying power to sustain the recent rally? Goldman Sachs’ Tony Pasquariello gives his forecast on this final day of August. Plus, top chip analyst Stacy Rasgon previews Broadcom’s earnings after the bell and weighs in on the state of the sector amid the AI boom. And, Lululemon is also reporting in Overtime. Shareholder Joe Terranova tells us what he is expecting from the name and what it could mean for the rest of the retail space.
8/31/2023 • 42 minutes, 39 seconds
Closing Bell Overtime: Salesforce Reports Earnings; Chewy CEO On Taking Market Share; Pure Storage CEO On Strong Portfolio 8/30/23
Fourth straight day of the major averages moving higher. Annandale Capital’s George Seay breaks down the market action, including earnings from Salesforce, Chewy, Victoria’s Secret, Crowdstrike and Pure Storage. DA Davidson analyst Gil Luria on the key takeaways from Salesforce’s report. Chewy CEO Sumit Singh on the company’s unexpected profit. Pure Storage CEO Charles Giancarlo on the latest quarter and its portfolio. Raymond James’ Sunaina Sinha Haldea talks the current regulatory environment and what deals could be in the pipeline before the year is over.
8/30/2023 • 44 minutes, 32 seconds
Closing Bell: Too Soon to Sound the All-Clear? 8/30/23
Are stocks really back in an uptrend or is it simply too soon to sound the all-clear? Dan Greenhaus of Solus Alternative Asset Management and Hightower’s Stephanie Link give their forecast as we wrap up summer. Plus, star analyst Dan Ives is betting on a “comeback quarter” for Salesforce. He explains why. And VantageRock’s Avery Sheffield is issuing a big warning that growth stocks are still too expensive.
8/30/2023 • 43 minutes, 4 seconds
Closing Bell Overtime: Google Cloud CEO Thomas Kurian On New AI Tools; Generac CEO On Hurricane Prep; Why Bitcoin Is Rallying Today 8/29/23
Major averages closed higher again and every S&P sector was in the green. Vital Knowledge Founder Adam Crisafulli breaks down the market action. Earnings from HPE, HP and Box. Google Cloud CEO Thomas Kurian on Google’s new AI tools for enterprise clients and custom chips. Generac CEO Aaron Jagdfeld on hurricane prep and residential demand. Globalstar CEO Paul Jacobs on his new job, working with Apple and competing with SpaceX. Our Kate Rooney on why bitcoin is rallying today.
8/29/2023 • 44 minutes, 43 seconds
Closing Bell: Is the Correction Over? 8/29/23
Are stocks now poised to buck the historical trend and get back to gains as we turn the calendar to September? New Edge’s Cameron Dawson gives he expert market outlook. Plus, CIC Wealth’s Malcolm Ethridge and Lo Toney from Plexo Capital break down the tech trade. And, Bitcoin surging today. Kate Rooney explains what is behind that big leg higher.
8/29/2023 • 42 minutes, 55 seconds
Closing Bell Overtime: Zillow Co-Founder On Housing Gridlock; UAW Strike Looms; Instacart S-1 8/28/23
Major averages closed higher. It’s the S&P 500’s first consecutive positive sessions of the month. Morgan Stanley’s Lisa Shalett and Wells Fargo’s Scott Wren break down the action. Zillow co-founder Spencer Rascoff talks the housing market gridlock as mortgage rates climb to 20-year highs. He also discusses his new property tech startup Pacaso, fractional ownership for second homes. Art Wheaton, director of Labor Studies at Cornell’s ILR, on the possible upcoming UAW strike—who has the leverage and what it would mean for the economy. Blueshirt Group’s Gary Dvorchak on Secretary Raimondo’s high-stakes trip to China. Plus, Bernstein analyst Nikhil Devnani breaks down the highlights from Instacart’s S-1.
8/28/2023 • 44 minutes, 34 seconds
Closing Bell: Shaky September in Store for Stocks? 8/28/23
What could a seasonably saggy September hold for your money? Liz Young from Sofi and Bryn Talkington of Requisite Capital both give their expert forecasts for the month ahead. Plus, top technician Jeff DeGraaf is forecasting a big breakout in energy. He makes that bull case. And, one fixed income expert says right now is the best time to buy bonds since 2009. He explains why.
8/28/2023 • 42 minutes, 39 seconds
Closing Bell Overtime: Founders Fund’s Keith Rabois On Instacart IPO; Is A September Rate Hike Off The Table? Breaking Down Today’s Powell Speech; Marvell Tech CEO On AI 8/25/23
Markets steadily climbed higher during the session after digesting Fed Chair Jerome Powell’s speech at Jackson Hole. Wilmington Trust’s Meghan Shue, Jefferies’ David Zervos and our Steve Liesman break down what it means for markets and your money. Evercore’s Krishna Guha on the next steps for the Fed and if a September rate hike is off the table. Marvell Technology CEO Matt Murphy on his company’s latest quarter and the AI demand. Sunnova CEO John Berger on solar power’s role as extreme weather becomes more frequent.
8/25/2023 • 44 minutes, 33 seconds
Closing Bell: The Post-Powell Playbook 8/25/23
Stocks popped in the final hour of trade following Powell’s highly anticipated Jackson Hole speech. Professor Jeremy Siegel, Shannon Saccocia of NB Private Wealth and CNBC senior market commentator Mike Santoli give their forecasts for stocks. Plus, star analyst Dan Ives is weighing on Tesla’s strong year and what he thinks the next big catalyst for that stock may be. And, Sycamore Tree Capital is flagging some alternate opportunities for investors amid all the uncertainty in stocks.
8/25/2023 • 43 minutes, 20 seconds
Closing Bell Overtime: Dean of Valuation On What Nvidia Is Really Worth; Snowflake CEO On Latest Quarter 8/24/23
Stocks sold off into the close today. Advisors Capital Management’s JoAnne Feeney and Wells Fargo’s Darrell Cronk break down the price action. Earnings from Intuit, Ulta, Workday, Affirm, Nordstrom, Marvell, Gap. Telsey Advisory’s Dana Telsey breaks down a busy week of retail and what it says about the consumer. Snowflake CEO Frank Slootman on his company’s latest quarter and demand for AI. Dean of Valuation Aswath Damodaran, NYU Stern School of Business professor, on what Nvidia is really worth.
8/24/2023 • 44 minutes, 29 seconds
Trading the Turbulence 8/24/23
What is the best way to position for what happens next in the markets. Joe Terranova from Virtus Investment Partners breaks down his forecast. Plus, Schwab’s Kevin Gordon is flagging a big break up between stocks and bonds. He explains why that relationship is on the rocks. And, market expert Mike Santoli explains the big slide in stocks during the final minutes of trade.
8/24/2023 • 42 minutes, 47 seconds
Manifest Space: Space Radio with Hawkeye 360 CEO John Serafini 8/24/23
While some spacecraft collect information visible to the naked eye, some are searching through radio waves to acquire and analyze valuable data for government agencies. Morgan catches up with Hawkeye 360 CEO John Serafini about his company’s efforts in the radio frequency space. They discuss the company’s successful $58M capital raise, government contract work and the narrowing competitive space.
8/24/2023 • 22 minutes, 39 seconds
Closing Bell Overtime: Nvidia Crushes Expectations…Again; What You Should Do With The Stock Now 8/23/23
Another blowout quarter from Nvidia is sending the stock jumping higher in after hours. Bernstein analyst Stacy Rasgon, Main Street Research CIO and shareholder James Demmert and AI Squared CEO Benjamin Harvey break down the numbers and how investors should react. JPMorgan’s Phil camporeale and Madrona Venture Group’s Matt McIlwain talk the broader market action. Earnings from Snowflake, Splunk and Autodesk. Plus, Jason Furman looks ahead to Jackson Hole.
8/23/2023 • 47 minutes, 18 seconds
Closing Bell: Nvidia’s Moment of Truth 8/23/23
What does today’s report from Nvidia really mean for your money in the weeks ahead? Adam Parker from Trivariate, Bryn Talkington from Requisite Capital and Stephanie Link of Hightower break down their expert forecasts. Plus, Morgan Stanley’s Erik Woodring says Apple is now the most under-owned large cap tech stock by institutional investors. And, BTIG’s Jonathan Krinsky breaks down the key levels he is watching and what he’s forecasting for stocks for the rest of the year.
8/23/2023 • 43 minutes, 7 seconds
Closing Bell Overtime: Is Nvidia Uninvestable? One Guest Makes The Case; VMware CEO On Recent Partnerships 8/22/23
Vital Knowledge’s Adam Crisafulli and Macquarie’s Thierry Wizman break down the market action. Earnings from Urban Outfitters and Toll Brothers. VMware CEO Raghu Raghuram on his company’s recent partnerships, including with Nvidia. Wedbush’s Scott Devitt on naming Amazon to the best ideas list. 3Fourteen Research’s Fernando Vidal calls Nvidia “uninvestable.” Will he convince you?
8/22/2023 • 44 minutes, 32 seconds
Closing Bell: Making Sense of the Summer Swoon 8/22/23
Does this late summer swoon mean a fall to fear for investors? Gabriela Santos from JP Morgan Asset Management and New York Life Investments Lauren Goodwin give their takes. Plus, star venture capitalist Rick Heitzmann weighs in on the IPO market after Arm Holdings announced it was going public. And, Morgan Stanley’s Jim Caron is forecasting further downside… but says that isn’t all bad news.
8/22/2023 • 43 minutes, 3 seconds
Closing Bell Overtime: Arm Files For Its Highly Anticipated IPO; Getting Ready For Nvidia’s Report 8/21/23
Tech was the outperformer today, powering the Nasdaq higher. Ned Davis Research’s Ed Clissold and AlphaSimplex’s Kathryn Kaminski break down the market action. Bertha Coombs reports on Teva’s price fixing settlement. CFRA analyst Keith Snyder gives us the top investor takeaways from Zoom’s earnings. Ben Reitzes, Melius analyst, previews this week’s Nvidia’s report and why the market is watching it so closely. Plus, Richard Haas on China’s economy and MKM’s JC O’Hara on the technical signals from the 10-year. Arm filed for its IPO.
8/21/2023 • 44 minutes, 25 seconds
Closing Bell: The Market Tug-of-War 8/21/23
Who will win the market tug-of-war – the bulls or the bears? John Mowrey of NFJ Investment Group and Greg Branch of Veritas Financial Group debate it out. Plus, Strategas’ Chris Verrone is betting on a big break out in yields. He explains why. And, negative news surrounding China is putting some U.S. companies with exposure in focus and it could have a big impact on their bottom line. Seema Mody breaks down all the details.
8/21/2023 • 42 minutes, 43 seconds
Closing Bell Overtime 8/18/23
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.
Rates, earnings, China and the Fed all putting pressure on stocks … so what is an investor to do? Dan Greenhaus of Solus Alternative Asset Management gives his expert take. Plus, star analyst Dan Ives is raising the red flag on Palo Alto’s rare Friday quarterly report. He explains what he will be looking for when the numbers hit the tape after the bell. And, we look ahead to a big week of retail earnings – and what could be at stake for the sector.
8/18/2023 • 42 minutes, 48 seconds
Manifest Space: Polaris Rising with Shift4 CEO Jared Isaacman 8/17/23
Jared Isaacman made space history in 2021 with the first all-civilian mission to orbital space. Now, he’s looking to do it 3 more times through the Polaris Program. Isaacman joins Morgan from CNBC Out East to discuss preparations for the maiden mission, his company Shift4’s partnership with SpaceX, and much more.
8/17/2023 • 9 minutes, 34 seconds
Closing Bell Overtime: Morgan Brennan Is Live In The Hamptons With A Lineup Full Of VIPs Including Wes Edens, Howard Lorber and Jared Isaacman 8/17/23
Morgan Brennan is live from the Hamptons with a lineup full of special guests. Wes Edens talks the macro environment, inflation, his rail project Brightline, energy and LNG, and the business of spots ownership. Douglas Elliman Chairman Howard Lorber talks the state of the rental market and housing, and why he says the high-tax states flight risk continues. Shift4 Payments CEO Jared Isaacman breaks down how he is gaining market share in the fintech sector. It was another down day for the markets – the major averages on pace for a losing week. Vital Knowledge’s Adam Crisfulli and Envestnet Co-CIO Dana D’Auria break down the action.
8/17/2023 • 44 minutes, 36 seconds
Closing Bell: Stocks Sink in Final Hour of Trade 8/17/23
NewEdge’s Cameron Dawson, Virtus’ Joe Terranova and Ed Yardeni break down the big leg lower during the final hour of trade. Plus, Chris Hyzy from Merrill and Bank of America Private Bank explains his strategy as we wrap up the summer and look toward the end of the year. And energy was the big out performer in today’s session. Pippa Stevens breaks down what is behind that move.
8/17/2023 • 42 minutes, 48 seconds
Closing Bell: Overtime: WW International CEO On Weight Loss Drug Craze; Berkshire-Backed, Latin American Banking Giant Nu Holdings CEO On Its Record Quarter 8/16/23
Stocks slide after the Fed released minutes from its latest meeting. BD8 Capital’s Barbara Doran and 248 Ventures’ Lindsey Bell break down the action and earnings from Cisco and Wolfspeed. The big week of the consumer continues: Target reported earnings and Walmart is tomorrow. NRF CEO Matt Shay breaks it all down. CFRA’s Keith Snyder on the investment takeaways from Cisco’s quarter. Plus, CEO interviews with WW International on the weight lose drug craze and Latin American lending giant Nu Holdings. Plus, how China played a role in Intel scrapping its $5B+ purchase of an Israel chip contractor.
8/16/2023 • 44 minutes, 45 seconds
Weighing the State of the Market 8/16/23
Where might stocks be headed from here? Schwab’s Liz Ann Sonders and Sofi’s Liz Young break down their market forecasts. Plus, Former Fed Vice Chair Richard Clarida gives his first take after today’s fed minutes. And, a look ahead to Walmart’s results tomorrow and what it could mean for the rest of the retail space.
8/16/2023 • 43 minutes, 21 seconds
Closing Bell: Overtime: Esmark CEO On Why His Offer For US Steel Is Superior To Cleveland-Cliffs; Cava’s First Report As A Public Company 8/15/23
Major averages closed lower today after weak Chinese data overnight. Bespoke’s Paul Hickey and JPMorgan’s Phil Camporeale break down the market action. Cava reported its first numbers as a public company; Neuberger Berman’s John San Marco and Coresight Research CEO Deborah Weinswig break down the numbers and what it means for the rest of the consumer names this week. Esmark CEO James Bouchard on why his company’s bid for US Steel is better than Cleveland-Cliffs. CFPB Director Rohit Chopra on new consumer data rules for the AI-age. Plus, Sunrun CEO Mary Powell reflects on 1-year since the IRA passed and its impact on the solar industry.
8/15/2023 • 44 minutes, 31 seconds
Testing for Vulnerability 8/15/23
Just how vulnerable are stocks right now? Adam Parker of Trivariate gives his forecast for where stocks could be headed from here. Plus, star chip analyst Stacy Rasgon breaks down all the bullish commentary surrounding Nvidia and what he thinks is in store for the stock ahead of its earnings next week. And, market expert Mike Santoli breaks down what he is watching ahead of tomorrow’s fed minutes.
8/15/2023 • 43 minutes, 12 seconds
Closing Bell: Overtime: Ursula Burns On The Most Important Issues Facing Boardrooms Right Now; Previewing The Big Consumer Week Ahead 8/14/23
Stocks surged into the close, finishing at session highs. DataTrek’s Nick Colas and Wilmington Trust’s Meghan Shue break down how they are playing this market. We get the latest moves from the biggest investors with our Leslie Picker reporting on 13F filings. Ursula Burns weighs in on the most important topics for boards today, including social and political issues and diversity. Former Institute of International Finance’s Charles Dallara on the FDIC’s new proposals aimed at large regional banks. Plus, retail experts Bill Simon and Gerald Storch preview the big week ahead for consumer earnings and data.
8/14/2023 • 44 minutes, 29 seconds
Closing Bell: More Pain Ahead for Tech? 8/14/23
Does the tech pullback have more room to go? Chip investors are stepping up and buying today after a positive Morgan Stanley call on Nvidia. BNY’s Alicia Levine and JP Morgan Asset Management’s Jordan Jackson give their expert takes. Plus, T Rowe Price’s Sebastein Page breaks down his playbook for investors who may have missed the rally.
8/14/2023 • 42 minutes, 47 seconds
Closing Bell Overtime: Behind the surge in natural gas, Hartford CEO on insurance inflation, why yields could be heading higher 8/11/23
Stocks finished a mixed week with a mixed session, with the Dow eking out gains for the day and the week. Bob Elliott from Unlimited lays out his top sector picks. Energy trader Bill Perkins discusses the big week for energy stocks and natural gas. The CEO of insurance giant The Hartford talks about the impact of catastrophic events like the Hawaii fires on the insurance industry. Warren Pies from 3Fourteen research lays out the bear case for bonds. Plus the latest on AMC’s stock conversion plan, and what to watch from next week’s retail earnings.
8/11/2023 • 44 minutes, 25 seconds
Why Can’t the Bulls Take Control? 8/11/23
Hightower’s Stephanie Link weighs in on where the fed goes from here and what this earnings season might mean for your money. Plus, star analyst Dan Ives explains how he is navigating the pullback in tech… and why he thinks it will be short lived. And, market expert Mike Santoli weighs in on the week’s wild market action.
8/11/2023 • 43 minutes, 17 seconds
Closing Bell: Overtime: Virgin Galactic CEO On His Company’s First Flight With Tourists Onboard; Generative AI’s Impact Across The S&P 500 8/10/23
Weaker-than-expected CPI helped boost stocks early before fading into the afternoon. Ned Davis Research’s Alejandra Grindal and Main Street Research CIO James Demmert break down the market action. Legendary value investor Bill Nygren gives his top picks going into the rest of the year. Virgin Galactic CEO Michael Colglazier on his company’s first flight to the edge of space with tourists onboard. Evercore’s Julian Emanuel on his new report, modeling the potential impact on labor of generative AI across the S&P 500. Plus, our Robert Frank on Manhattan rents hitting an all-time high.
8/10/2023 • 44 minutes, 34 seconds
Manifest Space: Phased Arrays Activated with CesiumAstro CEO Shey Sabripour 8/10/23
As constant connectivity through satellite constellations becomes more acute, a new wave of consolidation is afoot. Dish Network and Echostar are merging in a move to combine the companies to gain an edge in the 5G competition. But with demand driven higher, startups like CesiumAstro stand to benefit. CEO Shey Sabripour joins Morgan to discuss 6G internet, spotty WiFi and putting the company’s technology to the test.
8/10/2023 • 31 minutes, 7 seconds
Closing Bell: Navigating a Neutral Market 8/10/23
What should investors make of today’s market stuck in neutral after not being able to capitalize on upbeat inflation news or better than expected earnings? NewEdge’s Cameron Dawson and Truist’s Keith Lerner give their expert take. Plus, Bank of America’s Francisco Blanch says the stars are finally aligning for oil. He explains why. And, Ed Yardeni gives his first reaction to the CPI number and weighs in on what might be next for the fed.
8/10/2023 • 42 minutes, 52 seconds
Closing Bell Overtime: Dow Component Disney Reports Earnings; Former ESPN CEO On What’s Next For Streaming Giant
Averages fell sharply in the final hour of trading, closing near the worst levels of the day. BD8’s Barbara Doran and Gabelli Funds’ Kevin Dryer break down the market action, including earnings from Disney, Wynn and Trade Desk. Big news on the China front: the White House directing Treasury to regulate investment in Chinese tech sectors. Former ESPN CEO Steve Bornstein reacts to Disney earnings and what’s ahead for ESPN. Isaac Stone Fish, Strategy Risks CEO, on what the new Chinese investment rules mean. Third Bridge’s Jamie Lumley on the most important parts of the Disney call. Wedbush’s Sahak Manuelian on his earnings season takeaways.
8/9/2023 • 44 minutes, 18 seconds
Closing Bell: The Big Battle Between Tech and Energy 8/9/23
The brig growth stocks under pressure again with the oil and gas group an emerging bright spot in an indecisive tape ahead of a crucial CPI report tomorrow. So, will that report help confirm or undermine the now-popular soft-landing story and what will it mean for markets? NB Private Wealth’s Shannon Saccocia gives her expert market take. Plus, Roblox shares took a tumble today. We get reaction from Bryn Talkington who owns that name. And, Evercore ISI’s Roger Altman gives his forecast for CPI and what it might mean for the economy.
8/9/2023 • 43 minutes, 17 seconds
Closing Bell Overtime: GlobalFoundries CEO Talks Global Supply Chain, Earnings; Impact Of Moody’s Bank Downgrade 8/8/23
It looked like it would be a major negative session for the market but stocks staged a midday turnaround and closed well off the lows. G Squared’s Victoria Greene and Northwestern Mututal’s Brent Schutte break down the market action. Earnings from Lyft, Take-Two, Super Micro, Rivian and Twilio. GlobalFoundries CEO Thomas Caulfield talks his company’s latest quarterly numbers, why its guidance disappointed and the state of the global supply chain. Silverstein Properties CEO Marty Burger on the banking sector anxiety. Recursion CEO Chris Gibson talks earnings.
8/8/2023 • 43 minutes, 53 seconds
Closing Bell: Routine Summer Pullback? 8/8/23
Is this still a routine midsummer pullback to help digest huge first-half gains or the start of a more serious setback? Lauren Goodwin of New York Life Investment gives her expert take. Plus, Scott Siefers from Piper Sandler weighs in on Moody’s move to cut the credit rating for a number of regionals. And, a rundown of what to watch from Lyft and Rivian results after the bell.
8/8/2023 • 43 minutes, 23 seconds
Closing Bell: Overtime: Stocks rise to start the week, earnings from Palantir, Paramount, Chegg and more 8/7/23
Stocks started the week on strong footing, with the Dow finishing the day higher by more than 400 points. Adam Crisafulli from Vital Knowledge and Brian Levitt from Invesco break down the action and discuss earnings from Palantir, Chegg, Lucid, and more. Early Palantir employee turned venture capital partner Trae Stephens gives his thoughts on Palantir’s results and other opportunities in defense and AI. The CEO of Coreweave talks about what the artificial intelligence boom means for his company. Plus a preview of what to expect from UPS results.
8/7/2023 • 44 minutes, 37 seconds
Summer Rally Refresh? 8/7/23
Can a stealth pullback centered on select mega-caps be enough to refresh the summer rally? Or is a tougher gut check is due as August unfolds? Trivariate’s Adam Parker and Citi’s Kristen Bitterly give their take. Plus, BTIG’s Jonathan Krinsky is getting bullish on energy. He explains why. And, Gabriela Santos of JP Morgan’s gives her forecast for the fed.
8/7/2023 • 43 minutes, 10 seconds
Closing Bell Overtime: Making sense of bond moves, Cloudflare CEO on enterprise spend, Looking ahead to Disney
Stocks closed out a downbeat weak on sour note, finishing near the lows of the day after showing strength earlier in the session. Needham’s Laura Martin discusses the diverging fortunes of Apple and Amazon post-earnings, and what she’s watching from Disney’s results next week. Neil Dutta from Renaissance and Thierry Wizman from Macquarie discuss the major moves in the bond market this week and what it means for equities moving forward. The CEO of Cloudflare gives his read on enterprise tech spend following strong results. Plus the CEO of ecommerce giant Mercado Libre on the state of the consumer outside the US.
8/4/2023 • 44 minutes, 26 seconds
Closing Bell: Pullback a Sign of More Pain Ahead? 8/4/23
The S&P 500 was looking to snap a 3-week win streak during the final hour of trade. So, is that a sign of a bigger pullback ahead? Fundstrat’s Tom Lee gives his take. Plus, we break down all of the analyst reaction to Apple and Amazon’s results.
8/4/2023 • 42 minutes, 48 seconds
Closing Bell Overtime: Amazon and Apple report results 8/3/23
The major averages finished the day slightly lower after Wednesday’s sell-off, but the real action started after the bell – as Amazon and Apple reported earnings results. Both companies topping estimates on the top and bottom lines – with Amazon also giving optimistic guidance, sending shares sharply higher. Shareholders George Seay and Eric Jackson weigh in on Amazon’s results, while analysts Angelo Zino and Scott Kessler break down Apple’s quarter. Plus results from Coinbase, Airbnb, Block, and what to watch from Friday’s jobs report.
8/3/2023 • 47 minutes, 21 seconds
Closing Bell: Big Tech’s Moment of Truth 8/3/23
How will results from Apple and Amazon might drive the tape from here? Stephanie Link of Hightower, Malcolm Ethridge of CIC Wealth and Evercore ISI’s Mark Mahaney break down their expectations. Plus, Chris Harvey of Wells Fargo Securities expects this broader pullback to be “relatively short and shallow.” He makes his case.
8/3/2023 • 42 minutes, 43 seconds
Manifest Space: Unidentified Aerial Phenomena with Ex-Navy Pilot Ryan Graves 8/3/23
The House Oversight Committee on National Security was the latest to explore the mystifying claims of unidentified objects found in the air, formerly known as UFOs. Hearing testimony from three former U.S. military officials who advocate for more concrete policy in addressing these unexplained events. One witness, Ryan Graves, former Navy pilot & executive director of Americans for Safe Aerospace, joins Morgan to discuss his experience on the Hill, the potential safety implications of UAPs and declassifying a topic that has spurred decades of conspiracy theories.
8/3/2023 • 26 minutes
Closing Bell: Overtime: Averages Close Lower After Fitch’s Downgrade; Aurora CEO On Commercial Launch Timeline For Its Self-Driving Trucking; RXO CEO On The Labor Environment 8/2/23
It was a down day for the major averages but a huge day of earnings in Overtime, including from Qualcomm, DoorDash, Etsy, Robinhood, Zillow, Shopify and PayPal. BD8 Capital’s Barbara Doran breaks down the market action. Bernstein analyst Stacy Rasgon on what investors need to know about Qualcomm’s quarter. RXO CEO Drew Wilkerson talks earnings, logistics and the current labor environment. Aurora CEO talks the latest quarter and the company’s commercial launch timeline.
8/2/2023 • 49 minutes, 15 seconds
Closing Bell: Trading Today’s Leg Lower 8/2/23
Is today’s drop a routine shakeout after a powerful multi-month rally or a sign of a much tougher tape ahead? Josh Brown from Ritholtz Wealth Management gives his expert market take. Plus, CNBC’s Leslie Picker sat down exclusively with JP Morgan’s Jamie Dimon with his take on the banks, regulation and the overall market. We break down his comments. And, we discuss what to watch from the slew of earnings reports this evening – including PayPal, Qualcomm and MGM.
8/2/2023 • 43 minutes, 9 seconds
Closing Bell Overtime: Huge Day Of Earnings; Freshworks CEO On Delivering A Great Quarter; King Street Capital’s Brian Higgins On Best Bets In A Topsy-Turvy Market 8/1/23
The S&P 500 and Nasdaq finished lower to start August but Caterpillar powered the Dow to a positive close. Vital Knowledge’s Adam Crisafulli breaks down the market action, including earnings from EA, Cesar’s, Pinterest, Starbucks, AMD, Devon Energy, Virgin Galactic, and Match Group. Wedbush analyst Matt Bryson breaks down the quarter and what’s ahead. King Street Capital Founder Brian Higgins joins in his first ever TV interview to talk credit opportunities in this unique market. Freshworks reported a strong quarter; CEO Girish Mathrubootham joins to talk how the company did it, how its winning more large customers and what it sees ahead.
8/1/2023 • 46 minutes, 31 seconds
Closing Bell: Forecasting the End of Summer 8/1/23
On this first day of August – the big question is… what scenario has the near 20% gain in the broad market this year priced in and is it a plausible one? Trivariate’s Adam Parker, New Edge’s Cameron Dawson and Bank of America’s Marci McGregor weigh in. Plus, top chip analyst Stacy Rasgon breaks down what he is expecting from AMD’s report – and what it might mean for the rest of the sector. And, a rundown of what to watch when Pinterest and Starbucks report results after the bell.
8/1/2023 • 42 minutes, 51 seconds
Closing Bell Overtime: Polar CEO On Big Ticket Spending and Why The Consumer Is Holding Up So Well; Former Uber Exec Emil Michael On Uber’s Huge Stock Run 7/31/23
The major averages bounced around on the final trading day of the month, eventually closing higher. That continues the trend for July: the Dow, S&P 500, Nasdaq and Russell 2000 were all higher. Canaccord’s Tony Dwyer breaks down the market action. Earnings from Western Digital, Avis, Yum! China. Polaris CEO Mike Speetzen on the company’s latest quarter, the state of the high-end consumer and the new products unveiled at its investor day. MassMutual CEO Roger Crandall talks the inflation outlook and broader markets. Lux Capital’s Deena Shakir on investing in health care startups. Plus, former Uber exec Emil Michael on the huge run in that stock so far this year and what to expect for tomorrow’s earnings.
7/31/2023 • 44 minutes, 24 seconds
Closing Bell: Can the Rally Really Roll On? 7/31/23
Will the upward trend in the indexes remain investors’ friend or has the market already taken account of enough good news for now? JP Morgan Asset Management Global Market Strategist gives her expert forecast. Plus, King Lip of Baker Avenue Wealth sets us up for the big tech reports this week. And, Strategas’ Chris Verrone is flagging two parts of the market that he thinks will see serious upside as we head into the end of the year.
7/31/2023 • 41 minutes, 58 seconds
Closing Bell Overtime: Norfolk Southern CEO On Winning Back Investor Trust; Costar CEO On Commercial Real Estate 7/28/23
Stocks bounced back after Thursday’s late afternoon swoon. 3Fourteen Research’s Warren Pies and Ariel’s Charlie Bobrinskoy break down the huge week of earnings, data and Fed news. Lux Capital’s Josh Wolfe talks investing in China and safeguards for doing business there. Former FDIC Chair Sheila Bair on banking regulations. Norfolk Southern CEO Alan Shaw on his company’s quarter and its new $416M charge related to the Ohio train derailment. Costar CEO Andrew Florance talks earnings and competition.
7/28/2023 • 44 minutes, 34 seconds
Closing Bell: The Future of the Rally 7/28/23
Is there enough momentum in earnings so far to keep the rally intact? Wharton Professor Jeremy Siegel gives his expert market take and debates with Veritas’ Greg Branch who has firmly remained in the bear camp. Plus, Capital Wealth Planning’s Kevin Simpson is changing up his portfolio this earnings season. He reveals his latest moves. And, JP Morgan’s top technician Jason Hunter is putting his bear case on ice. He explains why.
7/28/2023 • 43 minutes, 6 seconds
Closing Bell: Overtime: T-Mobile CEO Talks Latest Quarter, What AT&T and Verizon’s Lead Pipes Mean For The Industry; Is Intel’s Turnaround Kicking Into High Gear? 7/27/23
The Dow closed lower…finally. Today broke a thirteen-session winning streak. Bespoke’s Paul Hickey and Annandale Capital’s George Seay break down the market action, and earnings from Intel, Ford, T-Mobile, Roku, Live Nation, Mondelez and First Solar. T-Mobile CEO Mike Sievert talks the company’s mixed quarter and what the legacy carrier’s lead pipes means for the industry. Carrier CEO David Gitlin on the company’s strong quarter and the market for air conditioning amid the nation-wide heat wave. Wedbush’s Matt Bryson breaks down Intel’s quarter. Third Bridge’s Jamie Lumley talks Roku’s quarter.
7/27/2023 • 44 minutes, 20 seconds
Closing Bell: The March Towards New Highs 7/27/23
Dan Greenhaus from Solus Alternative Asset Management gives his forecast for stocks after yesterday’s fed decision. Plus, Big Technology’s Alex Kantrowitz weighs in on Meta’s quarter and what to watch when Apple reports next week. And, market expert Bob Pisani breaks down the crucial final moments of trade – amid the Dow’s intra-day slide.
7/27/2023 • 43 minutes, 21 seconds
Manifest Space: Culmination of Vulcan with United Launch Alliance CEO Tory Bruno 7/27/23
As Amazon amps up its Project Kuiper satellite development, key partner United Launch Alliance readies to launch the debut flight of heavy-lift rocket Vulcan Centaur. CEO Tory Bruno discusses the plan to launch the rocket later this year, a recent mishap involving the explosion of a Blue Origin engine, and the space race between the U.S. & China.
7/27/2023 • 21 minutes, 21 seconds
Closing Bell+ Exclusive with Honeywell CEO Vimal Kapur 7/27/23
Honeywell reported mixed second quarter results after seeing sales decline year over year for its safety and productivity solutions division. In this exclusive interview, Morgan Brennan spoke with CEO Vimal Kapur in his first broadcast interview since becoming CEO.
7/27/2023 • 8 minutes, 30 seconds
Closing Bell Overtime: Meta Posts A Strong Quarter & The Fed Hikes Again 7/26/23
The Dow eked out a positive close, marking its thirteenth straight day of gains – the longest streak since 1987. BD8 Capital’s Barbara Doran and Jefferies’ David Zervos break down the market action and earnings from Meta, Chipotle, eBay, Mattel, Lam Research and ServiceNow. Evercore’s Mark Mahaney digs deep on Meta’s quarter – and where there may be some increased costs. Stephens’ analyst Joshua Long talks the consumer and Chipotle’s latest quarter. Jason Furman and Evercore’s Krishna Guha on the Fed’s rate hike.
7/26/2023 • 49 minutes, 16 seconds
Closing Bell: Gundlach reacts to Fed’s Rate Hike 7/26/23
The fed raised rates another 25 basis points – the fed’s 11th since this all began a little more than a year ago. DoubleLine’s Jeffrey Gundlach gives his first reaction. Plus, New Edge’s Cameron Dawson weighs in on the fed decision and what it could mean for the markets. And, a break down of what to watch when Meta and Chipotle report after the bell.
7/26/2023 • 36 minutes, 34 seconds
Closing Bell Overtime: Mega-Cap Tech Earnings Kick Off With Microsoft, Alphabet; Alphabet CFO Ruth Porat To Transition To New Position
Another day of gains for the major averages, including the Dow’s 12th straight positive session. Vital Knowledge’s Adam Crisfulli breaks down the market moves, including earnings from Alphabet, Microsoft, Visa, Texas Instruments, Snap and Teladoc. Wedbush’s Dan Ives and Madrona Venture Group’s Matt McIlwain on what today’s mega-cap tech earnings means for the rest of the week. Keybanc’s John Vinh on Texas Instruments report. CFRA’s Angelo Zino on Snap’s tough day. JPMorgan’s Michael Feroli on the Fed’s big week. Our Deirdre Bosa talks with Alphabet CFO Ruth Porat.
7/25/2023 • 48 minutes, 32 seconds
Closing Bell: Mega-Cap Tech Momentum 7/25/23
Today marks a make or break moment for mega-cap tech stocks with Alphabet and Microsoft reporting after the bell. Adam Parker of Trivariate, Bryn Talkington of Requisite Capital and Malcolm Ethridge of CIC Wealth give their expert takes on the big tech run. Plus, David Herro of Oakmark Funds breaks down what he is calling the most undervalued sectors globally. And, Bob Iger coming under fire amid the Hollywood strikes. Brian Cranston is the latest in a growing chorus of criticism aimed at the Disney CEO… we’ll tell you what he said and what it could mean for the stock.
7/25/2023 • 42 minutes, 38 seconds
Closing Bell Overtime: Calpers CEO Marcie Frost Runs America’s Largest Public Pension. Here Is Where She Is Allocating Funds. 7/24/23
Major averages closed higher – the Dow’s 11th straight positive session. Cantor Fitzgerald’s Eric Johnston makes his case for why he’s still bearish on equities. Earnings from NXP Semiconductor, F5 and Whirlpool. Susquehanna’s Christopher Rolland reacts to NXP numbers and what it means for autos and the consumer. Citi’s Phil Drury breaks down the IPO pipeline and how he is positioned in the tech sector. Calpers CEO Marcie Frost on investing more in PE and VC opportunities. Plus, Gabelli Funds’ Tony Bancroft on defense sector earnings and Wells Fargo’s Michael Turrin on this week’s mega-cap earnings.
7/24/2023 • 44 minutes, 32 seconds
Closing Bell: Can Anything Derail the Rally? 7/24/23
With the Fed decision and the busiest week of earnings looming … can anything derail this rally? iCapital’s Anastasia Amoroso, New York Life’s Lauren Goodwin and NB Private’s Shannon Saccocia give their expert takes. Plus, star venture capitalist Rick Heitzmann breaks down the under-the-radar tech stocks he is watching ahead of earnings. And, RBC’s Biraj Borkhataria upgraded Chevron last month … and weighs in on the company’s latest numbers.
7/24/2023 • 42 minutes, 50 seconds
Closing Bell Overtime: Meta’s Nick Clegg On The White House 7/21/23
The Dow notched its tenth straight positive session – the longest winning streak since August 2017. Fundstrat’s Tom Lee breaks down the busy week and looks ahead to next week’s earnings reports. Nick Clegg, Meta Global Affairs President, was part of an AI meeting at the White House. He joins the show to discuss what was agreed to. CalSTRS CIO Chris Ailman on where he is positioning. Calibrate CEO Isabelle Kenyon on the heavy cost of weight loss drugs. Bespoke’s Paul Hickey on three under-the-radar names to watch next week.
7/21/2023 • 44 minutes, 5 seconds
Closing Bell 7/21/23
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.
7/21/2023 • 43 minutes, 18 seconds
Closing Bell Overtime: Exclusive Interview With UMW CEO And New Phoenix Suns Owner Mat Ishbia; Why Global Chip Giant Taiwan Semi Fell 5% Today 7/20/23
The Dow closed higher for its ninth straight session, but Tesla and Netflix dragged down the Nasdaq over 2%. Richard Bernstein Advisers CEO Rich Bernstein and BD8 Capital’s Barbara Doran break down the market action, including earnings from CSX, Knight-Swift and Capital One. Morgan talks exclusively with UWM CEO and Phoenix Suns owner Mat Ishbia on the state of the housing market, lending standards and his first months in charge of the Phoenix Suns and Mercury. Unlimited CEO Bob Elliott on regional bank earnings post-SVB collapse. Barclays analyst Brandon Oglenski on the transports sector and Wells Fargo analyst Aaron Rakers talks Taiwan Semi and the health of the broader chip names.
7/20/2023 • 44 minutes, 27 seconds
Closing Bell 7/20/23
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.
7/20/2023 • 42 minutes, 51 seconds
Manifest Space: Space Enterprise with Accenture's Paul Thomas & John Schmidt 7/20/23
Accenture, a Fortune 500 IT service and consulting company's new thesis is that every business will be a space business. Morgan speaks with Paul Thomas Space Innovation & Technology and Aerospace & Defense Senior Managing Director John Schmidt to discuss the monitoring methane emissions for utilities, quantum computing from the cosmos, and more.
7/20/2023 • 28 minutes, 21 seconds
Closing Bell Overtime: Digging Into Earnings From Netflix & Tesla; Unity Software CEO On Making Games For Apple’s Vision Pro 7/19/23
Stocks closed higher as the earnings season kicked off in earnest. Reports from Tesla, United, Netflix, Las Vegas Sands and IBM. Vital Knowledge’s Adam Crisafulli and G Squared’s Victoria Greene break down all the action. Third Bridge’s Scott Kessler digs into the IBM report. It’s a bull versus bear debate on one of the most polarizing stocks: Tesla. RBC’s Tom Narayan gives the upside case while Guggenheim’s Ron Jewsikow makes the downside pitch. Unity Software CEO John Riccitiello talks his company’s deal to work on games for Apple’s Vision Pro.
7/19/2023 • 44 minutes, 27 seconds
Closing Bell 7/19/23
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.
7/19/2023 • 42 minutes, 53 seconds
Closing Bell Overtime: Prologis CEO On Rent Demand Slowdown; Microsoft Closes At Record High 7/18/23
All three major averages closed higher. The Dow notched its seventh straight positive session—the longest streak since March 2021. Edward Jones’ Mona Mahajan and Wells Fargo’s Sameer Samana break down the market action. Earnings from Interactive Brokers, JB Hunt and regional bank Western Alliance. CFRA’s Ken Leon looks ahead to Goldman earnings. Prologis CEO Hamid Moghadam on the latest quarter and rent demand. UBS analyst John Hodulik previews Netflix earnings. Microsoft closed at a record high; Citi’s Tyler Radke on where it goes from here.
7/18/2023 • 44 minutes, 15 seconds
Closing Bell: The Rally’s Resiliency 7/18/23
The S&P hitting another new 52-week high today. So how long can the bull run really last? Alger’s Ankur Crawford and Wealth Enhancement Group’s Nicole Webb give their expert takes. Plus, Schwab’s Kevin Gordon gives his forecast for earnings and the Fed. And, Plexo Capital’s Lo Toney weighs in on Microsoft’s record high… and what it might mean for the broader big tech battle.
7/18/2023 • 42 minutes, 38 seconds
Closing Bell: Overtime: Anthropic Co-Founder Talks Claude 2; Earnings Season Kicks Off With Financials 7/17/23
Stocks built on last week’s strength, in particular growth tech and small-caps popping. Truist’s Keith Lerner and Annandale Capital’s George Seay break down the market action and preview this week’s slate of earnings. Institute of International Finance’s Tim Adams on what’s ahead for bank regulations. Breakout Capital’s Ruchir Sharma talks China’s weak economic data and why America the most fiscally irresponsible of the developed nations. Plus, Fenway Summer’s Javier Saade on what to expect from Tesla earnings and former Hulu and Netflix executive Simon Gallagher on the strikes engulfing Hollywood.
7/17/2023 • 43 minutes, 48 seconds
Closing Bell 7/17/23
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.
7/17/2023 • 43 minutes, 5 seconds
Closing Bell Overtime: Anthropic Co-Founder Talks Claude 2; Earnings Season Kicks Off With Financials 7/14/23
The Dow closed higher on the back of strength from UnitedHealth while the S&P 500 and Nasdaq both snapped four-day winning streaks. G Squared Private Wealth’s Victoria Greene and Wells Fargo’s Scott Wren break down the market action and look ahead to next week’s busy earnings. Intuit CEO Sasan Goodarzi talks its generative AI product and how the consumer is doing. Anthropic just launched its “Claude 2” AI chatbot; co-founder Daniela Amodei talks what makes its product different and how the FTC could impact the industry. Sunnova CEO John Berger talks his stock’s big move higher and solar demand amid rising rates and macro headwinds. Guideline CEO Kevin Busque on the company’s new 401k product and Hennessy Funds’ David Ellison looks ahead to next week’s bank earnings.
7/14/2023 • 44 minutes, 34 seconds
Closing Bell 7/14/23
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.
7/14/2023 • 43 minutes, 4 seconds
Closing Bell Overtime: James Bullard To Step Down; SoFi CEO On What Student Loan Payments Resuming Means For The Stock 7/13/23
Averages extended recent strength, closing positive each day this week. BD8’s Barbara Doran breaks down the market action while our Steve Liesman on the impact of James Bullard stepping down from the St. Louis Fed next month. Goldman Sachs analyst Richard Ramsden in a rare media appearance gives his bank stock playbook. SoFi CEO Anthony Noto talks student loans and its soaring stock price. Priceline CEO Brett Keller on travel trends during this red-hot summer. PitchBook Senior VC analyst Kyle Stanford gives his outlook on the second half for the VC world. Our Courtney Reagan on the stock impact of the coming Barbie movie.
7/13/2023 • 44 minutes, 33 seconds
Closing Bell: The Road to Records 7/13/23
Are stocks on the road to a record high – as a strategist at Goldman Sachs suggested earlier today? Adam Parker of Trivariate, Hightower’s Stephanie Link and Veritas Financial’s Greg Branch give their takes. Plus, Wells Fargo’s Mike Mayo breaks down what he is watching ahead of tomorrow’s bank earnings. And, professional golfer Annika Sörenstam joins Scott Wapner live in Lake Tahoe to talk all things sports, equal pay and more.
7/13/2023 • 42 minutes, 28 seconds
Manifest Space: The Cusp of Cash with Firefly Aerospace CEO Bill Weber 7/13/23
Since launching their first-ever successful orbital launch in October 2022, rocket maker and in-space services company Firefly Aerospace has kept busy. Firefly has doubled its manufacturing facilities, inked deals with NASA, the US Space Force, and Lockheed Martin—and now is on the cusp of raising more cash. CEO Bill Weber returns to the podcast with Morgan to discuss the startup’s diversification strategy, recent acquisitions and plans to go public.
7/13/2023 • 39 minutes, 34 seconds
Closing Bell Overtime: Fundstrat’s Tom Lee On Why The Market Has More Room To Run After Today’s Fresh 52-Week High For The S&P 500; Baker Hughes CEO On The Energy Transition Ahead
The Nasdaq and S&P 500 close at fresh 52-week highs today. Fundstrat’s Tom Lee makes the case for more gains in the short-term after a cooler-than-expected CPI print. Baker Hughes CEO Lorenzo Simonelli on the global demand for energy and the future of LNG. Recursion stock soared 78% today after announcing a partnership with NVIDIA; CEO Chris Gibson on what AI can do for pharma. Morgan reports on a whistleblower lawsuit accusing Medtronic of prioritizing profits over patients. RXR CEO Scott Rechler on the state of real estate and the massive amount of commercial real estate debt coming due in the next three years. Plus, our Phil LeBeau on what to expect from Delta Air Lines earnings tomorrow.
7/12/2023 • 44 minutes, 35 seconds
Closing Bell: Summer Rally Overheating… or Just Getting Warmed up? 7/12/23
What is the fate of this summer rally? AJ Oden of JP Morgan Global gives his expert market take. Plus, Activision Blizzard CEO Bobby Kotick gives his first take on the FTC clearing the way for Microsoft’s push to buy his company. And, Bryn Talkington weighs in on the big move in cybersecurity stocks today.
7/12/2023 • 43 minutes, 4 seconds
Closing Bell Overtime: Where Retail Is Investing; What Today’s Ruling Against The FTC Means For Microsoft, Activision Billzard 7/11/23
Back-to-back positive sessions for the major averages. Canaccord Chief Market Strategist Tony Dwyer breaks down the market action. Jefferies analyst Andrew Uerkwitz on the FTC losing its bid for a judge to temporarily halt the Microsoft acquisition of Activision Blizzard. eToro US CEO Lule Demmissie on where retail investors are putting money to work. Goldman’s Salveen Richter on top picks in the biotech sector. Wyze CEO Yun Zhang on why the reward is worth the risk of putting his products on Amazon’s website. KBW Analyst Michael Brown on why he is upgrading BlackRock.
7/11/2023 • 44 minutes, 20 seconds
Closing Bell: Time to Lean in … or Back Off? 7/11/23
Is it time to lean in to this market or back off and wait for a better entry point? Lauren Goodwin of New York Investment Management and Gabriela Santos of JP Morgan Asset Management give their takes. Plus, CI Barrett’s Amy Kong explains where she is seeing strength in tech and health care. And, Eric Johnston of Cantor Fitzgerald defends his bear case.
7/11/2023 • 42 minutes, 55 seconds
Closing Bell Overtime: Teamsters President On Negotiations With UPS; GTCR Co-CEO On Largest Debt Financing Deal Since Twitter
Averages close near session highs and snap a three-day losing streak. Wilmington Trust’s Meghan Shue and Barclays’ Venu Krishna break down the market action. Teamsters President Sean O’Brien gives an update on negotiations with UPS. Collin Roche, GTCR Co-CEO, discusses his firm’s purchase of a majority stake in Worldpay from Fidelity National. Plus, KranseShares CIO Brendan Ahern on the rally in Chinese stocks and MOffettNathanson’s Lisa Ellis on her new call on Visa and Mastercard.
7/10/2023 • 44 minutes, 28 seconds
Closing Bell: Is the Rally on Borrowed Time? 7/10/23
As earnings season gets underway and the Fed apparently intent on raising interest rates a couple more times – at least… what’s next for the rally? Dan Greenhaus of Solus Alternative Asset Management and Nicole Webb of Wealth Enhancement Group give their takes. Plus, Goldman Sachs’ Elizabeth Burton is weighing the risk-reward going into the second half. And, Leslie Picker breaks down the Fed’s new push to tighten rules and raise capital requirements on some banks.
7/10/2023 • 42 minutes, 58 seconds
Closing Bell Overtime: What Is The AI Upside In Amazon’s Stock? With Mark Mahaney; Plus Former Atlanta Fed President On June’s Light Jobs Report 7/7/23
Averages close near session lows and notch their second negative week in the past three. BD8 Capital Partners’ Barbara Doran and Crossmark’s Bob Doll break down the market action. Evercore’s Mark Mahaney on the potential stock upside for Amazon with AI. Former Atlanta Fed President Dennis Lockhart on today’s lighter-than-expected jobs report and looks ahead to next week’s bank earnings. Plus, EQT Exeter CEO Ward Fitzgerald on opportunities in industrial real estate and closing its latest fund.
7/7/2023 • 44 minutes, 22 seconds
Closing Bell 7/7/23
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.
7/7/2023 • 42 minutes, 48 seconds
Closing Bell Overtime: Exclusive Interview With Amazon CEO Andy Jassy On AI, Inflation, Competition With Temu & More 7/6/23
Averages closed lower again. Richard Bernstein Advisors’ Dan Suzuki and Vital Knowledge’s Adam Crisafulli break down the market action. Jon is in Seattle at Amazon HQ for an exclusive interview with CEO Andy Jassy covering AI, the consumer, inflation, supply chain and much more. Plus, previewing tomorrow’s important jobs report.
7/6/2023 • 55 minutes, 15 seconds
Countdown to the Crucial Jobs Report 7/6/23
Will tomorrow’s jobs report seal the fate for more Fed hikes this year? And what might that mean for markets? Tony Pasquariello of Goldman Sachs gives his take. Plus, Big Technology’s Alex Kantrowitz breaks down what’s at stake as Meta’s threads launches to take on Twitter. And, BTIG’s Jonathan Krinsky is flagging one sector that has underperformed this year that he says could bounce back in a big way.
7/6/2023 • 42 minutes, 45 seconds
Manifest Space: Remapping the World with Satellogic CEO Emiliano Kargieman 7/6/23
Specializing in Earth-observation satellite, Satellogic possesses the world’s largest constellation of sub-meter resolution satellites. With roughly forty satellites in orbit, the company’s goal is eventually to remap the surface of the planet everyday and create a live catalog of data. Seeing use cases span across insurance, infrastructure, energy, agriculture & more, the company’s revenue has grown 42% since last year—but the company’s stock has plunged 80% since going public. Satellogic CEO Emiliano Kargieman joins Morgan to discuss the constellation, tech capabilities, and Satellogic’s business case.
7/6/2023 • 21 minutes, 45 seconds
Closing Bell Overtime: What The Teamsters Strike Means; Grading Yellen’s China Visit 7/5/23
Averages closed lower after Tuesday’s market holiday. Truist’s Keith Lerner and Wells Fargo’s Darrell Cronk break down the market action. Broughton Capital’s Donald Broughton walks us through the impact of the Teamsters strike on the shipping industry and stocks like UPS and FedEx. JPMorgan Co-Head of US Rates Strategy Jay Barry discusses the second-half outlook for rates. Wahid Nawabi, AeroVironment CEO, talks what a successful China visit for Treasury Secretary Janet Yellen would look like. Plus, Hightower’s Stephanie Link on her second-half playbook and Wedbush’s Dan Ives on Amazon.
7/5/2023 • 44 minutes, 35 seconds
Market Leadership Set to Shift? 7/5/23
Can stocks make their peace with rising bond yields and further fed tightening? And what might all that mean for stock market leadership? Trivariate’s Adam Parker gives his expert market take. Plus, Chris Verrone of Strategas believes the road ahead for rates could determine the market’s direction. He explains. And, Meta is taking on Twitter with its new app. Julia Boorstin breaks down what this might mean for the company’s bottom line.
7/5/2023 • 42 minutes, 36 seconds
Closing Bell: Overtime: Stocks close higher to start the second half, Tesla delivers, Software demand in focus 7/3/23
Stocks closed higher on the first trading day of the second half of the year, notching small gains after an up-and-down holiday session. Dan Greenhaus from Solus and Matt Stucky from Northwestern Mutual debate the market’s next move. CFRA’s Garett Nelson, who just increased his price target on Tesla, discusses the company’s strong delivery numbers. Hashicorp CEO Dave McJannet talks about the outlook for enterprise software demand and M&A in the space. Plus the latest on the banks, a preview of OPEC’s meeting this week, and a debate on the impact of the Supreme Court’s Affirmative Action decision on the workforce.
7/3/2023 • 43 minutes, 56 seconds
Closing Bell: Can the Bulls Keep Charging Ahead? 7/3/23
Fundstrat’s Tom Lee raising his S&P price target in his second half outlook. He explains why… and debates that call with long-time bear Greg Branch of Veritas Financial. Plus, King Lip – chief strategist at Baker Avenue Wealth – breaks down his second half playbook for the tech sector. And, Courtney Garcia of Payne Capital weighs in on the opportunities she is sees as we head into the back half of the year.
7/3/2023 • 42 minutes, 35 seconds
Closing Bell Overtime 6/30/23
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.
6/30/2023 • 48 minutes, 59 seconds
Closing Bell: Forecasting the Second Half 6/30/23
Where does your money go from here? Wharton School Professor Jeremy Siegel and NewEdge’s Cameron Dawson give their expert market takes. Plus, Deepwater’s Gene Munster sees a clear path to $4 trillion for Apple. He explains. And, Truist’s Keith Lerner breaks down the pockets of opportunity he is seeing right now.
6/30/2023 • 42 minutes, 52 seconds
Manifest Space: Virgin Galactic CEO Michael Colglazier 6/29/23
After a series of development spaceflights, all eyes are on Virgin Galactic's first flight of paying customers. The company will send three Italian crew members on a suborbital ride to the edge of space. In an exclusive interview, CEO Michael Colglazier discusses the milestone with Morgan from New Mexico.
6/29/2023 • 10 minutes, 40 seconds
Closing Bell: Overtime: Morgan Interviews Virgin Galactic CEO After The Company’s First Commercial Launch; Why Joby Aviation Is Up 54% This Week 6/29/23
The Dow and S&P 500 moved higher today. Allspring’s Ann Miletti and LPL Financial’s Jeff Buchinder break down the market action. Nike shares fell in Overtime trading after reporting earnings. CFRA’s Zachary Warring discusses the stock. Joby Aviation stock is up 54% so far this week. Our Phil LeBeau on the reason behind the surge. Morgan sits down with Virgin Galactic CEO Michael Colglazier live in New Mexico after the company’s first commercial flight. PagerDuty CEO Jennifer Tejada talks the company’s stock performance and incorporating AI for its customers. MKM Partners Chief Market Technician JC O’Hara on top picks in small-caps.
6/29/2023 • 32 minutes, 32 seconds
Closing Bell: Time to Play Offense? 6/29/23
We are in the final stretch of the first half… so is it time for more offense in your portfolio? Requisite Capital’s Bryn Talkington gives her forecast. Plus, Inflection AI secured $1.3 billion in a new round of funding led by Microsoft and brand new investor Nvidia. The company’s CEO and co-founder Mustafa Suleyman breaks down the latest. And, Schwab’s Omar Aguilar is breaking out his second half playbook. He explains where he sees opportunity in the market right now.
6/29/2023 • 43 minutes, 1 second
Closing Bell Overtime: Mastercard CEO On Consumer, Global Economy, New Crypto Initiative; Snowflake CEO On AI Plans 6/28/23
The Dow and S&P 500 closing lower while the Nasdaq was positive. Adam Crisafulli, Vital Knowledge founder, breaks down the market action. Needham’s Raji Gill reacts to Micron’s earnings. Mastercard CEO Michael Miebach sits down with Morgan for an exclusive interview on the consumer, global economy and a new crypto initiative. Advisors Capital Management CIO Charles Lieberman and Wedbush’s Bruce Harting on the state of banks after the latest Fed stress test. Snowflake CEO Frank Slootman on its AI strategy.
6/28/2023 • 46 minutes, 52 seconds
Can Tech Keep Carrying Stocks Higher? 6/28/23
The future of the tech rally is front and center for investors – with Apple and Nvidia taking center stage. Big Technology’s Alex Kantrowitz gives his forecast for the sector. Plus, Evercore’s Roger Altman weighs in on the fed and when he thinks the next rate hike could be. And, top bank analyst Mike Mayo explains what he is watching ahead of the release of the bank stress tests.
6/28/2023 • 42 minutes, 51 seconds
Closing Bell Overtime: Bill Nygren’s top value picks, Analyst who just downgraded Alphabet, Compass CEO on real estate outlook 6/27/23
Stocks closed sharply higher as the Nasdaq led a strong rally on Wall Street. Venu Krishna from Barclays and David Doyle from Macquarie discuss the action and their outlooks for the market. Value investor Bill Nygren shares his top picks at current levels. Compass CEO Robert Reffkin gives his forecast for real estate, following strong new home sales data. Plus the Bernstein analyst who just downgraded Alphabet, and a gut check on Tesla’s valuation.
6/27/2023 • 44 minutes, 25 seconds
Closing Bell: Can the Bulls Keep Charging Ahead? 6/27/23
Is there enough momentum to keep the bulls charging ahead? Avery Sheffield of Vantage Rock gives her expert take. Plus, Ed Yardeni dropped a mid-day note saying “the permabears will have to postpone their imminent recession yet again.” He explains his stance and what it means for your money. And, Renaissance Macro’s Jeff DeGraaf is charting where he sees stocks headed from here.
6/27/2023 • 42 minutes, 41 seconds
Closing Bell Overtime: Databricks CEO On Possible IPO Timeline; Lucid Motors CEO On Aston Martin Deal 6/26/23
Averages closed in the red, near the lows of the session. Neuberger Berman’s CIO breaks down the market action and gives his second half playbook. Eurasia Group President Iam Bremmer breaks down what’s next for Europe and the US. Lucid Motors CEO Peter Rawlinson discusses his company’s deal with Aston Martin that sent the stock higher today. Nucor CEO Leon Topalian talks Nucor’s upbeat guidance and infrastructure spending amid rising rates. Databricks CEO Ali Ghodsi on MosaicML and what’s next for the company. Plus Richard Haass talks geopolitical fallout from the weekend events in Russia.
6/26/2023 • 44 minutes, 15 seconds
Closing Bell: Second Thoughts in the Second Half? 6/26/23
Will the second half of the year bring second thoughts about the tech trade? Star Wedbush Analyst Dan Ives gives his expert take. Plus, Victoria Greene of G Squared Private Wealth drills down on the energy trade. And, Sofi’s Liz Young is breaking down her second half playbook. She explains her forecast for stocks and what the Fed might do next.
6/26/2023 • 47 minutes, 48 seconds
Closing Bell Overtime: Win streaks snapped, Disney board member on the consumer, one key piece of advice for the second half 6/23/23
The major averages snapped multi-week winning streaks as stocks fell in Friday trading. JP Morgan’s Jack Caffrey and Invesco’s Brian Levitt discuss the weakness in the shortened week and the outlook going forward. Disney, Coca-Cola, and Under Armour board member Carolyn Everson, who was previously an executive at Facebook, gives her read on the consumer and post-pandemic spending. CFRA’s Sam Stovall gives a key piece of advice for investors in the second half. Plus an under-the-radar sector worth a look, why Virgin Galactic’s stock fell to earth, and a big change for Florida real estate.
6/23/2023 • 49 minutes, 48 seconds
Closing Bell: Tech Exuberance Fading? 6/23/23
The Nasdaq is on track to break an 8-week win streak. So, is the tech exuberance fading? Dan Greenhaus of Solus Asset Management gives his take on the sector. Plus, CIC Wealth’s Malcolm Ethridge breaks down the key stocks he is betting on right now. And, Goldman Sachs is facing a big writedown on its troubled Greensky deal. CNBC.com’s Hugh Son explains that exclusive scoop.
6/23/2023 • 43 minutes, 4 seconds
Closing Bell: Overtime: Could Blackrock’s Bitcoin ETF Be Bad For Crypto? Plus The Unintended Consequences of the FTC’s War On Big Tech 6/22/23
The S&P 500 and Nasdaq snap three-day losing streaks. BD8 Capital’s Barbara Doran and Citi’s Scott Chronert break down the market action, plus a discussion on why the regional bank ETF KRE is falling again. Is Blackrock’s bitcoin ETF a wolf in the henhouse? Morgan Creek’s Mark Yusko discusses if it is good or bad for the cryptocurrency. Betterment CEO Sarah Levy on where retail is positioned. Nuveen’s Carly Tripp on under-the-radar opportunities in the real estate sector. Plus, Cleo Capital’s Sarah Kunst on how the FTC’s big tech battle impacts small tech firms.
6/22/2023 • 44 minutes, 29 seconds
Manifest Space: SpaceX Employee #1 with Impulse Space CEO Tom Mueller 6/22/23
The story of SpaceX hinges on a number of key early figures, including famed propulsion engineer Tom Mueller. Retiring from SpaceX in 2020 to start his own company focused on developing a space tug, Mueller joins Morgan to discuss his new venture, rocket science, his time at SpaceX and the economic potential of deep space.
6/22/2023 • 21 minutes, 9 seconds
What’s Next for Stocks? 6/22/23
Dubravko Lakos of JP Morgan had a fresh note that had all of Wall Street talking today. He gives his take on where stocks could be headed from here. Plus, Alger’s Ankur Crawford breaks down the big tech stocks… and under-the-radar names she’s betting on right now. And, Former Dallas Fed President Richard Fisher gives his forecast for the Fed and when he thinks the next rate cut could happen.
6/22/2023 • 42 minutes, 56 seconds
Closing Bell Overtime: How Retail Investors Are Trading AI Stocks; “Historic Opportunity” In Municipal Bonds 6/21/23
The third straight down session for the major averages. Wedbush’s Sahak Manuelian and Bespoke’s Paul Hickey break down the market action. Former FTC Commissioner Mozelle Thompson on the FTC’s probe in Amazon Prime. Ruchir Sharma, Rockefeller International Chairman, on his new column breaking down why investors are moving towards India and away from China. Shift4 CEO Jared Isaacman has insights into restaurant, hotel and other business spending levels; he talks why he still sees a strong summer ahead. Our Eamon Javers previews his new documentary on China’s corporate spy war. KBW’s Jade Rahmani on KHB earnings.
6/21/2023 • 44 minutes, 35 seconds
Closing Bell: Can the Bulls Stay in Charge? 6/21/23
The Fed is apparently intent on hiking even more, so what does that mean for the big bull run? Ritholtz Wealth Management’s Josh Brown weighs in. Plus, Cantor’s Eric Johnston is doubling down on his bear case … again. He explains why he is still seeing risk in the market. And, CME’s Terry Duffy weighs in on Powell’s testimony today and what more rate hikes could mean for your money.
6/21/2023 • 42 minutes, 57 seconds
Closing Bell Overtime: How Retail Investors Are Trading AI Stocks; “Historic Opportunity” In Municipal Bonds 6/20/23
Averages closed lower today but near best levels. Vital Knowledge’s Adam Crisafulli breaks down the market action and reaction to weak FedEx earnings. Broughton Capital’s Donald Broughton on why FedEx stock is selling off in Overtime after Q4 results. PSEG CEO Ralph LaRossa talks EV charging and utilities as the Infrastructure Act money begins rolling out. eToro U.S. CEO Lule Demmissie talks what retail investors are doing with AI stocks. HilltopSecurities Tom Kozlik breaks down what he calls a historic opportunity in municipal bonds. Our Scott Cohn breaks down the top states in a slowing economy.
6/20/2023 • 44 minutes, 10 seconds
Closing Bell: The Broadening Bull Run 6/20/23
Cyclical sectors like industrials, materials and small caps are posting a pretty good month. So is that a sign of even brighter things to come for your money? Liz Ann Sonders from Charles Schwab gives her market forecast. Plus, Capital Wealth Planning’s Kevin Simpson is ringing the register on one hot sector. He explains why. And, Leslie Picker breaks down what the IPO landscape could look like post-Cava’s market debut.
6/20/2023 • 42 minutes, 43 seconds
Closing Bell: Overtime: Why Are So Many CEOs Going To China Lately? And Breaking Down The FOMO Rally 6/16/23
Stocks lost steam through the session, closing lower for the day but notching another positive week. Our Bob Pisani talks the impact of the market rebalancing happening today. Unlimited Funds’ CIO Bob Elliott breaks down the market action. Moor Insights & Strategy’s Patrick Moorhead talks Micron’s bet on China and what it means for investors. Former Morgan Stanley Asia Chairman Stephen Roach talks the latest on China and why so many Western CEOs are visiting the country recently. Bank of America’s Chief Equity Technical Strategist on why he is calling this the FOMO breakout and summer rally. Flexport CEO Dave Clark on his company’s acquisition of Shopify’s logistics business. Morgan talks the AI investments going on right now in defense. Our Brandom Gomez reports on the racial pay gap ahead of the federal Juneteenth holiday.
6/16/2023 • 44 minutes, 18 seconds
Closing Bell: Big Rally Before a Big Collapse? 6/16/23
Will there be a big rally before a big collapse? Cheryl Young of Rockefeller Family Office gives her take. Plus, Chinese automakers are becoming a major player in the European EV space. So, might they make a big push to expand here in the U.S.? Phil Lebeau gives a live report from London about what could be next. And, star Wedbush analyst Dan Ives makes the bull case for Palo Alto.
6/16/2023 • 42 minutes, 54 seconds
Closing Bell Overtime: Fundstrat’s Tom Lee Is Still Bullish; CAVA Shares Double On First Day Of Trading 6/15/23
Stocks were in rally mode the day after the Fed announced its pause. Fundstrat’s Tom Lee, a longtime bull, and Edward Jones’ Mona Mahajan break down the market action. Adobe shares have been on a tear; Q2 earnings from the tech company sending the stock even higher. Barclays analyst Saket Kalia makes his case for the stock. Evercore ISI Chairman Ed Hyman joins to talk the Fed’s path forward. AdvisorShares CEO Noah Hamman discusses CAVA’s strong first day of trading and what it would take for him to buy shares. Former Wells Fargo CEO Dick Kovacevich talks what’s going on in bank stocks and what he expects from the Fed. After CAVA shares nearly doubled on its first day of trading, NYSE President Lynn Martin talks the IPO pipeline and if the freeze on new offerings is over.
6/15/2023 • 44 minutes, 21 seconds
The Fate of the Rally 6/15/23
: The fate of the rally looked a little dicey 24 hours ago. But now, not so much. So, what does all of it mean for where your money goes from here? Sofi’s Liz Young gives her expert market take. Plus, we drill down on Cava’s big market debut and what it might mean for the IPO market this year. And, top technician Ryan Detrick sees a big rally into the end of July. He makes his bull case.
6/15/2023 • 43 minutes, 10 seconds
Manifest Space: Ax-2 Splashdown with Axiom Space Director of Human Spaceflight & Ax-2 Mission Commander Peggy Whitson 6/15/23
Fresh off her fourth flight to orbit and having spent 675 days in space, record-breaking astronaut Peggy Whitson joins Morgan to discuss her latest mission and re-entry to the International Space Station. Previously serving as the first woman to command the ISS, she returned as the Mission Commander for Axiom Space second-ever human spaceflight. Whitson dives into her return to space, the commercialization of earth orbit, and the 10 years it took to become an astronaut.
6/15/2023 • 20 minutes, 29 seconds
Closing Bell: Overtime: What To Make Of The Fed’s Hawkish Pause; What To Make Of CAVA’s IPO 6/14/23
Stocks rebounded during Fed Chair Jay Powell’s press conference after falling on the news of the Fed’s “hawkish pause.” Jefferies’ David Zervos breaks down the market action. Former CEA Chair Jason Furman and Former Fed Governor Frederic Mishkin discuss the Fed’s path forward and if a “soft landing” is still possible. Evercore’s Mark Mahaney talks new EU tech regulation and what the Fed’s latest moves mean for tech stocks. GTIS Partners’ Tom Shaprio reacts to Lennar earnings and why the homebuilder sector is still strong. Our Leslie Picker on CAVA’s pricing ahead of tomorrow’s IPO. Eventbrite CEO Julia Hartz talks the state of spending on experiences going into the summer. UBS Global Wealth Management’s Jason Draho on where big money is positioned.
6/14/2023 • 44 minutes, 16 seconds
Closing Bell: Gundlach on the Fed Decision 6/14/23
DoubleLine’s Jeffrey Gundlach reacts to Fed Chair Powell’s news conference after the fed left rates unchanged. He gives his forecast for the rest of the year. Plus, NewEdge’s Cameron Dawson and CNBC senior markets correspondent Bob Pisani break down the crucial final moments of post-fed decision trade.
6/14/2023 • 40 minutes, 44 seconds
Closing Bell: Overtime: AMD CEO On The Company’s New AI Chip; CrowdStrike CEO On Its New AI Bot 6/13/23
Another day of gains for the major averages. Vital Knowledge founder Adam Crisafulli breaks down the market action. After unveiling a new AI chip, AMD CEO Lisa Su joins to discuss the opportunity for the chipmaker. CrowdStrike CEO George Kurtz discusses the company’s new cybersecurity tool, a chatbot for clients named Charlotte AI. Morgan Stanley hosted its Financials Conference; Leslie Picker discusses the market-moving highlights. Signifyd CEO Rajesh Ramanand on the state of the consumer and inflation on the back of a cooler CPI print. RBC Capital’s Amy Wu Silverman on what the options market says about tomorrow’s Fed decision.
6/13/2023 • 44 minutes, 8 seconds
Closing Bell: Can You Trust the Bullish Breakout? 6/13/23
Can the bullish breakout really be believed? Anastasia Amoroso of iCapital gives her expert market take. Plus, AMD held its AI investor day. Top chip analyst Stacy Rasgon of Bernstein explains how investors should trade the big event. And, Apple got hit with a downgrade from UBS today. Steve Kovach explains why the firm is turning lukewarm on the company after its record run… and what it could mean for the broader market.
6/13/2023 • 42 minutes, 25 seconds
Closing Bell: Overtime: A Bull Vs. Bear Market Debate; Why Zillow Doesn’t See Housing Prices Coming Down Anytime Soon 06/12/23
Stocks closed higher today, near session highs as the Nasdaq notched its seventh straight positive close. Cantor Fitzgerald’s Eric Johnston and Cresset Capital’s Jack Ablin break down the market action. Third Bridge’s Scott Kessler reacts to earnings from tech giant Oracle. Zillow Chief Economist Skylar Olsen on the highlights from Zillow’s June housing report and why home prices keep climbing. Thomas Karam, Equitrans Midstream CEO, talks the company’s debt deal and why he is urging more bipartisan work in Washington to ensure energy security. SGH Macro Advisors Chief U.S. Economist Tim Duy looks ahead to this week’s important inflation read and the upcoming Fed decision. Plus, ON Semiconductor Hassane El-Khoury joins after the news that the company is joining Nasdaq-100 index next week.
6/12/2023 • 44 minutes, 26 seconds
Closing Bell: Critical 48 Hours Ahead 6/12/23
The next two days are critical for your money … so, what might it mean for this resilient rally? Gabriela Santos from JP Morgan Asset Management, Stephanie Link of Hightower and CNBC’s Steve Liesman give their expert market takes. Plus, the FTC is preparing to go after Microsoft’s acquisition of Activison Blizzard. Malcolm Etheridge of CIC Wealth – a Microsoft shareholder – weighs in on what this could mean for the stock. And, where investors can find opportunity in the energy space amid the oil slide.
6/12/2023 • 42 minutes, 54 seconds
Closing Bell Overtime: Affirm CEO On How Its Customers Are Holding Up Amid A Slowing Economy; Zuckerberg Swipes At Apple Vision Pro 6/9/23
Stocks ended the week higher: the Nasdaq notching its seventh straight weekly gain. Envestnet’s Dana D’Auria and G Squared Private Wealth’s Victoria Wealth break down the market action and look ahead to what will drive the action next week. Unlimited CEO Bob Elliott talks the rally in regional banks and if the turmoil is behind us. Retail traders are finally buying back into the market; is AI the reason? The Wall Street Journal’s Gunjan Banerji on what the data says. Meta is releasing its Twitter competitor. Slow Ventures Co-Founder Sam Lessin on what Meta is trying to achieve and if it will work. Cohesity CEO Sanjay Poonen talks next week’s major software reports: Oracle and Adobe, combining for nearly $500B in market cap. Stat News Senior Writer Matt Herper on the FDA’s Biogen/Eisai decision.
6/9/2023 • 44 minutes, 22 seconds
Closing Bell: Critical Week for Your Money 6/9/23
Will this week go down as the one that saw the bull market return or not – regardless of what the numbers might suggest? Fundstrat’s Tom Lee makes his case. Plus, Leslie Picker breaks down a new risk for the big banks. And, Netflix shares jumped on a report of a surge in subscribers. We discuss what that might mean for the rest of the streaming space.
6/9/2023 • 42 minutes, 50 seconds
Closing Bell Overtime: Affirm CEO On How Its Customers Are Holding Up Amid A Slowing Economy; Zuckerberg Swipes At Apple Vision Pro 6/8/23
Stocks closed broadly higher today with tech outperforming. 3Fourteen’s Warren Pies and Annandale Capital’s George Seay break down the market action, including earnings from Docusign and Vail Resorts. Affirm CEO Max Levchin on the company’s partnership with Amazon and what kind of stress his consumers are seeing. Former Atlanta Fed President Dennis Lockhart talks the hot jobless claims number and how it impacts the Fed’s decision next week. Hashicorp shares tumbled in trading today after weak guidance; CEO Dave McJannet weights in on the latest quarter and the macro demand environment. Plus, our Steve Kovach on how Mark Zuckerberg is responding to Apple’s new AR headset.
6/8/2023 • 44 minutes, 33 seconds
Manifest Space: Space’s First Phone Call with AST SpaceMobile CEO Abel Avellan 6/8/23
With Amazon reportedly pursuing the wireless service business, big tech is turning to broadening broadband services. As giants like Amazon and Apple invest in big satellite constellations, smaller players such as AST SpaceMobile stand to benefit. The AT&T-backed satellite company recently conducted the first-ever phone call from space to everyday mobile devices using its prototype satellite. Chairman and CEO Abel Avellan joins Morgan to discuss the recent milestone and what it means for the broader satellite industry.
6/8/2023 • 21 minutes, 8 seconds
Closing Bell: Trading the Market Resiliency 6/8/23
Are the bears suddenly sweating as stocks stay resilient? Greg Branch of Veritas Financial Group defends his market stance. Plus, EMJ’s Eric Jackson breaks down Tesla’s latest hot streak and the two things that he thinks could mean further gains for that name. And, Pippa Stevens explains what’s behind crude’s big move today.
6/8/2023 • 42 minutes, 43 seconds
Closing Bell Overtime: GameStop Fires Its CEO; Wolfspeed CEO On Why His Company Is Positioned For The Silicon Carbide Boom 6/7/23
The S&P 500 and Nasdaq closed negative, near session lows. BofA Securities’ Jared Woodard and BD8 Capital’s Barbara Doran break down the market action as investors wait next week’s Fed decision. GameStop reported a Q1 loss and announced it was firing its CEO; Ryan Cohen was named executive chairman. Wolfspeed CEO Gregg Lowe discusses his company’s strong stock performance and why silicon carbide is key to its growth story. Affirm shares rallied on news of a partnership with Amazon Pay; MoffettNathanson analyst Eugene Simuni on why it doesn’t change the macro headwinds facing the industry. The WSJ reports Amazon is planning an ad tier for its Prime Video streaming service; the reporter behind the scoop Jessica Toonkel joins to discuss the broader implications for the streaming players. RBC Capital’s Helima Croft on the impact of the Saudi output cuts and where oil goes from here.
6/7/2023 • 44 minutes, 32 seconds
Closing Bell: Has the Tech rebound Run its Course? 6/7/23
Can tech’s incredible run last? Marko Kolanovic from JP Morgan gives his take. Plus, star venture capitalist Rick Heitzmann weighs in on AI and how it could impact the future of the workforce. And, Sofi CEO Anthony Noto breaks down how the student loan payment restart and how it could impact the company’s bottom line.
6/7/2023 • 42 minutes, 45 seconds
Closing Bell Overtime: Sequoia Capital Splits Into Three Firms; Should Apple Buy Disney? 6/6/23
Major averages closed higher today after yesterday’s weakness. Wells Fargo’s Scott Wren breaks down the market action. Coinbase shares tumbled 12% today after the SEC unveiled a lawsuit against the company; former SEC Chairman Jay Clayton weighs in on the action this week from the SEC against Coinbase and Binance. Sequoia announced it is splitting its firm into three: China-focused, India-focused and the rest of the world. KraneShares CIO Brendan Ahern discusses the current landscape of investing in China. Magic Leap CEO Peggy Johnson discusses her companies headset and its enterprise customer base, plus competing with Apple Vision Pro. Needham’s Laura Martin makes the case for why Apple should buy Disney. Doximity CEO Jeff Tangney talks digital platforms for physicians.
6/6/2023 • 44 minutes, 30 seconds
Closing Bell: The Power and Pitfalls of AI 6/6/23
What does this new frontier mean for the future… and for investors? Brad Gerstner of Altimeter Capital gives his unique, expert take. Plus, a rare interview with AI pioneer Mustafa Suleyman – the co-founder of Deepmind – on the big risks of artificial intelligence. And, we hear from Sridhar Ramaswamy – Neeva co-founder and Snowflake SVP – developed what some are calling a “co-pilot for the enterprise software industry.” He weighs in on the future of AI and the company that he thinks is winning the AI arms race.
6/6/2023 • 42 minutes, 49 seconds
Closing Bell Overtime: Apple Unveils $3,500 AR Headset; SEC Sues Binance, CZ 6/5/23
Major averages closed lower after last week’s gains. Wells Fargo’s Chris Harvey breaks down the market action. Investors were keyed in on Apple today as the company unveiled its AR headset: Apple Vision Pro. The stock ended the day lower. Bank of America’s Wamsi Mohan on what the $3,500 product means for the stock while Epyllion CEO Matthew Ball talks the implications for the metaverse. The SEC announced it is suing Binance and CEO CZ; Global Digital Asset & Cryptocurrency Association CEO Gabriella Kusz and former SEC Senior Trial Counsel Howard Fischer discuss what it means for the ecosystem and if investors should worry about another FTX situation. Plus, Wedbush’s Michael Pachter on the video game angle of Apple’s announcements.
6/5/2023 • 44 minutes, 18 seconds
Closing Bell 6/5/23
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.
6/5/2023 • 43 minutes, 2 seconds
Closing Bell Overtime: What Amazon’s Possible Entrance Into Mobile Services Means: Under The Radar Winners From Apple’s New Headset 6/2/23
Major averages surged to end the week, leading all three to close positive for the week. 3Fourteen’s Warren Pies and UBS’ David Lefkowitz break down the rally and the markets are primed to hold this breakout. MongoDB surged 28% after posting strong numbers; CEO Dev Ittycheria joins to discuss the company’s quarter and its opportunity in AI. A report saying Amazon might enter the mobile service arena sent other provider stocks tumbling; former AT&T Mobility CEO Glenn Lurie joins to break down the future of the industry. Samsara CEO Sanjit Biswas talks what’s next for the Internet of Things company. Plus, 3M surging over 8% on reports of a possible PFAS settlement and Moor Insights & Strategy’s Patrick Moorhead on what suppliers might benefit from Apple’s new headset coming next week.
6/2/2023 • 44 minutes, 27 seconds
Closing Bell: As Good As It Gets? 6/2/23
Have the market bulls and economic optimists earned back the benefit of the doubt? Or is this as good as it gets for now? NewEdge’s Cameron Dawson gives weighs in. Plus, we count you down to Apple’s Worldwide Developers Conference. Andrew Uerkwitz of Jefferies breaks down the key products and themes to watch from that big event. And, top analyst Simeon Siegel gives his take on Lululemon’s big move higher.
6/2/2023 • 42 minutes, 56 seconds
Closing Bell Overtime: Former Cisco CEO John Chambers On AI And China; WPP CEO Mark Read On Partnership With NVIDIA 6/1/23
The major averages closed higher today, though off session highs. Wedbush Securities Head of Equity Trading Sahak Manuelian breaks down the market action and reacts to quarterly results from Broadcom, Lululemon and MongoDB. Former Cisco CEO John Chambers on tech, China and AI. WPP CEO Mark Read discusses the company’s partnership with NVIDIA to use generative AI learning to produce advertising at scale. CFRA’s Angelo Zino breaks down Broadcom’s earnings. BofA’s Ethan Harris previews tomorrow’s jobs report.
6/1/2023 • 44 minutes, 42 seconds
Closing Bell: Can You Trust the Rally? 6/1/23
Can you trust and depend on this rally as we begin a new month? Wharton Professor Jeremy Siegel gives his expert take. Plus, Chris Harvey from Wells Fargo breaks down the AI arms race and how it holds up to the dotcom bubble of the 90’s. And, Mike Santoli digs in on AI, the big earnings in Overtime, and the Fed.
6/1/2023 • 42 minutes, 39 seconds
Manifest Space: UPS for Space with Momentus CEO John Rood 5/2/23
Call it a Momentus occasion. Space services startup Momentus has logged a number of milestones since going public—but in that time, the stock has fallen below $1 and faces delisting risk. Morgan sits down with Momentus CEO John Rood to discuss the possibility of a cash crunch, tech and plans to reboost the Hubble telescope.
For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace
6/1/2023 • 26 minutes, 39 seconds
Closing Bell Overtime: CEOs of Chewy And Pure Storage; Tom Lee Makes The Case Why Big Tech Is Still Cheap 5/31/23
The S&P 500 and Nasdaq closed May higher but the Dow fell over 3%. BD8 Capital’s Barbara Doran breaks down the market action and earnings from Salesforce, Crowdstrike, Okta, Nordstrom, Chewy and Pure Storage. Funstrat’s Tom Lee on why Big Tech stocks still aren’t too rich for investors. Chewy and Pure Storage stocks popped after strong quarterly results. Chewy CEO Sumit Singh broke down the company’s recent quarter and its e-commerce strategy. Pure Strategy CEO Charles Giancarlo on AI and its latest quarter. Plus, why Intel was the top performer today.
5/31/2023 • 44 minutes, 36 seconds
Closing Bell: Summer Swoon or Surge? 5/31/23
Is the summer more likely to bring a swoon or surge for the market? Solus’ Dan Greenhaus and Citi Global Wealth’s Kristen Bitterly give their expert takes. Plus, BlackRock’s Bond King Rick Rieder breaks down the company’s new active ETF, the fed and more. And, Bill Miller IV acquired a majority stake of Miller Value Partners. He explains where he is seeing opportunity in the market right now.
5/31/2023 • 42 minutes, 56 seconds
Closing Bell Overtime: AI Stock Boom Not Slowing Down; Debt Ceiling Talks Still Open 5/30/23
More gains in tech but the Dow closed. Unlimited Funds’ CIO Bob Elliott and Macquarie Group’s Thierry Wizman break down the market action. Earnings from HP, HPE and Box. Roger Ferguson, former Fed vice chairman, discusses the latest developments in the debt ceiling talk after an initial agreement was struck between President Biden and Speaker McCarthy. Oil fell under $70 a barrel for the first time in nearly a month; Citi’s Ed Morse discusses the recent weakness across commodities. Evercore’s Amit Daryanami breaks down earnings from HP and HPE. Plus, Pangaea Policy’s Terry Haines talks posturing versus reality in the next 24 hours of the debt ceiling bill.
5/30/2023 • 44 minutes, 25 seconds
Closing Bell: Time to Protect Some Profits? 5/30/23
Nvidia joined the trillion dollar club today – the first chip stock to reach that milestone. So, what’s next for that stock? Is it time to take and protect some profits? Top analyst Stacy Rasgon and shareholder Bryn Talkington of Requsite Capital give their expert takes. Plus, Lauren Goodwin from New York Life Investment Management is raising the red flag on what she sees as the next threat to stocks. Plus, the key metrics and themes to watch when HP, HPE and Box report after the bell.
5/30/2023 • 42 minutes, 59 seconds
Closing Bell Overtime: Tech’s AI Surge; Investing In Top Private Companies With Liberty Street CIO Christian Munafo 5/26/23
Tech stocks extended gains on AI tailwinds as the major averages all closed higher to end the week. Vital Knowledge’s Adam Crisafulli breaks down the market action ahead of the holiday weekend. Marvell jumped 30% today and we replay major AI moments from top CEOs over the past two weeks. Invitation Homes’ CEO Dallas Tanner talks the state of a housing market dealing with sticky inflation and slowing growth. Liberty Street runs an open private fund that lets clients invest in high-profile private companies. CIO Christian Munafo discusses hot names and strategy. Autodesk CEO Andrew Anagnost on the company’s quarter and its opportunities in AI. Plus, Velocity Global CEO Frank Calderoni on offshoring and our Phil LeBeau on what is expected to be a crazy travel weekend.
5/26/2023 • 44 minutes, 38 seconds
Closing Bell: Tech Takeover Far From Over? 5/26/23
Fundstrat’s Tom Lee and NewEdge’s Cameron Dawson weighs in on the big run in tech stocks – and what’s next for the sector. Plus, Eric Jackson from EMJ weighs in on the big AI boom. And, market expert Mike Santoli breaks down what to watch as we head into a shortened, holiday trading week.
5/26/2023 • 42 minutes, 50 seconds
Closing Bell Overtime: Navy Secretary Carlos Del Toro On Tensions With Iran & China, Global Trade and AI In The Military; Medtronic CEO Talks AI In Medical Devices 5/25/23
The Dow was lower for the fifth straight session but NVIDIA led the tech and the S&P 500 higher after blowout earnings. NZS Capital’s Brad Slingerlend and JPMorgan’s Mira Pandit broke down the market action along with earnings from Marvell, Autodesk, RH, Costco and Gap. The AI explosion is in full force; C3.AI CEO Tom Siebel talks what’s next for the industry. Telsey Advisory Group CEO Dana Telsey breaks down the retail scene right now as companies report stronger-than-expected margins. Virgin Galactic had its first successful space flight in nearly two years. Morgan spoke with Navy Secretary Carlos del Toro on the USS Wasp during Fleet Week in an exclusive interview talking global tensions, trade, AI in the Navy and more. Plus, Medtronic CEO Geoffrey Martha on AI in medical devices.
5/25/2023 • 44 minutes, 14 seconds
Closing Bell: Nvidia; To Trim or Not to Trim? 5/25/23
Nvidia shares hitting a new all-time high. So, is it time to trim? Joe Terranova of Virtus, Hightower’s Stephanie Link and Alger’s Ankur Crawford discuss. Plus, Marc Lasry – CEO & Chairman of Avenue Capital – weighs in on the Fed, the market and the debt ceiling duel. And, Bobby Portis from the Milwaukee Bucks joins Marc Lasry on Post Nine to talk investing in sports, financial planning and more.
5/25/2023 • 42 minutes, 48 seconds
Manifest Space: Quadrupling U.S. Spy Satellites with NRO Director Chris Scolese 5/25/23
As commercial space companies accelerate innovation into the final frontier, government agencies are looking to take greater advantage of the private sector. The National Reconnaissance Office, the division operating the U.S. government’s network of spy satellites, is the latest eager to expand its partnership. NRO Director Chris Scolese made headlines at the 2023 Space Symposium when he announced that the agency plans to quadruple the number of NRO satellites on orbit in the next decade—and now with just one week before the agency’s Tech Forum, commercial space stands to benefit. Morgan sits down with Dr. Scolese in a rare one-on-one interview to discuss public-private partnerships, innovation and more.
5/25/2023 • 17 minutes, 12 seconds
Closing Bell Overtime: NVIDIA Touches All-Time High After Strong Earnings, Nears $1T Market Cap; NASA Administrator Bill Nelson On Why ‘Space Is The Place’
Averages closed lower for the second straight day as debt ceiling talks yielded no deal. NewEdge’s Ben Emons and JPMorgan’s Jack Caffrey break down the market action as volatility increases. Huge Overtime moves from Snowflake and NVIDIA after reporting numbers. Atlas Capital’s Bob Diamond talks the latest Fed minutes release. Needham’s Raji Gil breaks down Nvidia’s huge move after a strong guidance: the company stock touching an all-time high in after hours. Madrona Venture’s Matt McIlwain on the earnings from NVIDIA and Snowflake and what AI means for both companies. NASA Administrator Bill Nelson on the new space economy and the companies at the vanguard of the movement.
5/24/2023 • 46 minutes, 48 seconds
Closing Bell 5/24/23
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.
5/24/2023 • 42 minutes, 41 seconds
Closing Bell Overtime: Adobe CEO On AI In Photoshop, Ethical Worries; Yelp’s Activist Shareholder On Why It Needs To Sell Itself 5/23/23
Stocks drifted lower throughout the day as debt ceiling talks stalled. BD8’s Barbara Doran and Edward Jones’ Craig Fehr broke down the market action. Earnings from Palo Alto Networks and Toll Brothers. Adobe CEO Shantanu Narayen discussed his company’s major announcement on AI in Photoshop while also touching on the ethical implications of AI. Yelp stock soared after activist shareholder TCS Capital sent a letter to the board demanding it explore a sale. TCS President Eric Semler joined the show to talk why his plan makes the most sense for shareholders. Benefit Street Partners President Richard Byrne talks the current opportunities in credit markets. Plus, our Steve Kovach on Apple and Broadcom’s multibillion-dollar deal for US-made chips.
5/23/2023 • 44 minutes, 35 seconds
Closing Bell: Tech Tear Far From Over? 5/23/23
Tech has been on a tear … and T. Rowe Price’s Dom Rizzo says it doesn’t look like its strong run is over. He explains. Plus, New York Life Investment’s Lauren Goodwin weighs in on new COVID concerns in China. Plus, AJ Oden from JP Morgan breaks down where he is seeing opportunity in the market right now.
5/23/2023 • 42 minutes, 42 seconds
Closing Bell Overtime: Are Investors Too Rosy On China? And Why Pfizer’s New Weight Loss Drug Could Unseat Ozempic 5/22/23
The Nasdaq closed higher while the Dow fell in today’s session. Wells Fargo’s Darrell Cronk and Baird’s Ross Mayfield break down the market action. Is China’s economic reality less rosier than the investment banks are forecasting? Rockefeller International’s Ruchir Sharma makes the case for why investor should be wary of the strong bounceback story. A new study shows a Pfizer oral weight loss drug is as effective or even quicker than Ozempic’s injection; BMO analyst Even Seigerman on the investment prospects. Apollo Global’s Torsten Slock on the debt ceiling negotiations and the economic impact that’s already occurring. TransUnion CEO Chris Cartwright on why the American consumer remains strong. Plus, Zoom popped initially on strong earnings numbers; Evercore’s Peter Levine discusses the latest quarter. Tiffany is reopening its flagship store and our Robert Frank gives us a tour and what it means for the share price.
5/22/2023 • 44 minutes, 28 seconds
Closing Bell: Mega Cap Melt- Up 5/22/23
Can anything stop the mega cap melt-up? Morgan Stanley’s Erik Woodring gives his expert opinion. Plus, Gabriela Santos of JP Morgan Asset Management weighs in on the hawkish commentary from two Fed presidents today. And, Wells Fargo’s Mike Mayo breaks down all of Jamie Dimon’s comments at the JP Morgan Investor Day.
5/22/2023 • 42 minutes, 39 seconds
Closing Bell Overtime: Can Montana Actually Ban TikTok? With David Sacks & Sal Khan On Bringing AI To Education 5/19/23
Indices closed lower, snapping a two-day win streak. G Squared Private Wealth’s Victoria Greene and BNP Paribas’ Carl Riccadonna break down the market action. After testifying in front of the Senate oversight committee on financial regulation, Acting Comptroller of the Currency Michael Hsu joins to talk steps to restore confidence in the banking system. David Sacks, Craft Ventures co-founder, on Montana’s TikTok ban and if there is any chance it actually sticks, plus investing in China during high geopolitical tensions. Cadre CEO Ryan Williams discusses opportunities in the distressed commercial real estate sector and where he sees the most upside. Plus, how Blue Origin landed a NASA contract and Khan Academy Founder Sal Khan on bringing AI to education.
5/19/2023 • 44 minutes, 15 seconds
Closing Bell: Break Out or Break Down? 5/19/23
Are stocks about to break out or break down? Tony Pasquariello from Goldman Sachs gives his forecast. Plus, Vantage Rock’s Avery Sheffield explains the key for investing in consumer stocks. And, Former Fed Vice Chair Richard Clarida weighs in on inflation, rate hikes and where he sees the economy headed from here.
5/19/2023 • 43 minutes, 27 seconds
Closing Bell: Overtime: Why Trillions Of Dollars Of Dry Power Are Still On The Private Equity Sidelines & How Much Higher Can NVIDIA Stock Surge? 5/18/23
Stocks closed near session highs, after surging into the close. That makes back-to-back positive sessions for the major indices. Ariel Investments’ Charlie Bobrinskoy and Citi’s Scott Chronert talk the market action. NVIDIA touched a 52-week high as its roll continues. Bernstein’s senior research analyst Stacy Rasgon breaks down much more room there could be to run for the high-flying stock. Betterment CEO Sarah Levy on the impact of the regional banking crisis on fintech. Raymond James’ Sunaina Sinha Haldea on why there are still trillions of dollars in dry powder among private equity firms – and what it might take for dealmaking to return. Plus, former Walmart US CEO Bill Simon on Walmart’s strong quarter and the state of the consumer.
5/18/2023 • 44 minutes, 2 seconds
Closing Bell: AI – Hope or Hype? 5/18/23
Apple, Alphabet and Microsoft all getting in on the AI battle. But is all of this AI hope leading to way too much AI hype? Stephanie Link of Hightower, Joe Terranova of Virtus and Big Technology’s Alex Kantrowitz give their expert takes. Plus, Sofi’s Liz Young reacts to St. Louis Fed President James Bullard’s comments on inflation and future rate hikes. And, Netflix shares surged in today’s session despite worries surrounding the writer’s strike. We dig in on what’s sending that name higher and what it could mean for the rest of the streamers.
5/18/2023 • 42 minutes, 56 seconds
Manifest Space: Space Enabled Farming with Deere CTO 5/18/23
Agriculture equipment-maker Deere is betting big on space. The company is seeking to expand into satellite services, with CTO Jahmy Hindman leading the charge. Morgan sits down with Hindman to discuss why the company finding ways to offer more value and services to a global customer base through space.
5/18/2023 • 25 minutes, 26 seconds
Closing Bell: Overtime: NVIDIA CEO On Promise And Perils of AI; ServiceNow CEO On Enterprise Spending 5/17/23
Major averages closed higher today. It was the best day for the indices since May 5. Wells Fargo’s Chris Harvey breaks down what’s behind the surge. ServiceNow and NHL announce a partnership; CEO Bill McDermott and Commissioner Gary Bettman join to discuss. McDermott talks the company’s Knowledge conference and its plans for AI in enterprise. NVIDIA CEO Jensen Huang sat down with our Jon Fortt in an exclusive interview talking the promise and peril of AI and scaling software. As questions swirl the regional banks, Todd Harper, Chairman of the National Credit Union Administration, discusses how to strengthen belief in the system. Smith Point Capital CEO Keith Block on spending levels in enterprise software and what it means for global demand. Earnings from Take-Two Interactive and Cisco.
5/17/2023 • 44 minutes, 8 seconds
Closing Bell: Stocks Breaking Out? 5/17/23
Are stocks about to actually break out of this range they’ve been in? Cheryl Young of the Rockefeller Family Office and New Edge’s Cameron Dawson give their expert market takes. Plus, Tesla shareholder – Bryn Talkington – weighs in on Elon Musk’s comments regarding his controversial tweets and how it could impact his business. And, Leslie Picker shares billionaire businessman Marc Lasry’s latest call on rates.
5/17/2023 • 42 minutes, 56 seconds
Closing Bell Overtime: CEOs of Cloudflare, SAP and Nubank; OpenAI CEO Talks To Congress 5/16/23
The major averages closed lower, near session lows. Vital Knowledge’s Adam Crisafulli and Alejandra Grindal, Ned Davis Research Chief Economist, break down the market action as the US creeps closer to a potential default. Congressional leaders speak after another meeting at the White House. OpenAI CEO Sam Altman spoke before Congress today; our Steve Kovach reports on the key takeaways and Cloudflare CEO Matthew Prince on how AI will impact his business. Tesla annual meeting is tonight; our Phil LeBeau on what investors are watching most closely. SAP CEO Christian Klein on AI and the cloud, plus Nubank reported strong quarterly numbers from its business as a digital bank in Latin America. CEO David Velez on the company’s expansion since its 2021 IPO.
5/16/2023 • 49 minutes, 11 seconds
Closing Bell 5/16/23
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.
5/16/2023 • 42 minutes, 45 seconds
Closing Bell Overtime: Finding Value In Current Market; Activist Investor Takes On Shake Shack 5/15/23
Major averages closed higher, reversing losses in morning trading. Oakmark’s Tony Coniaris on where is finding value in this market. Plus AEI’s Jimmy Pethokoukis and JPMorgan’s Mike Feroli break down the impact debt ceiling talks are having on the market. Shake Shack shares had a strong day after activist investor Engaged Capital disclosed a 6.6% stake; 13D Founder Ken Squire on why there have been so many high-profile campaigns in 2023. Mortgage Bankers Association CEO Bob Broeksmit on the hottest areas in the country. Wedbush’s David Nierengarten on the hottest takeover targets in the biotech sector.
5/15/2023 • 38 minutes, 13 seconds
Closing Bell: The Bull vs. Bear Debate 5/15/23
5/15/2023 • 42 minutes, 37 seconds
Closing Bell Overtime: Palmer Luckey Created Oculus. Next He Started A Top Defense Tech Company. Plus, The Impact Twitter’s New CEO Might Have On Ad Revenue 5/12/23
Major averages closed lower to end the week, marking two straight negative weeks for the Dow and S&P 500. Crossmark’s Bob Doll and GenTrust’s Mimi Duff break down the week of action and look ahead to next. Anduril Industries ranked #7 in this year’s CNBC Disruptor 50; founder Palmer Luckey talks all things defense, including the role of AI in the industry. Our Julia Boorstin takes a look at the possible impact Twitter’s new CEO will have on its ad revenue. Perrigo CEO Murray Kessler on the FDA advisory panel voting to recommend the company’s OTC birth control. Plus, three key stocks picks for your portfolio from Bruderman & Co.’s James Bruderman.
5/12/2023 • 44 minutes, 1 second
Closing Bell: Musk’s Moment of Truth 5/12/23
Elon Musk stepping aside as CEO of Twitter – presumably to spend more time on everything else he has going on… including Tesla. That stock is now looking for momentum. EMJ’s Eric Jackson gives his forecast. Plus, Morgan Stanley’s Chris Toomey says one sector is “priced to perfection.” He explains which one and why. And, Jessica Inskip of Options Play highlights the key technical levels investors should be watching.
5/12/2023 • 42 minutes, 51 seconds
Closing Bell: Overtime: Andreessen Horowitz’s Katherine Boyle On Investing In “American Dynamism”; Unity Software CEO On Strong Quarter 5/11/23
Dow closed lower today, dragged down by Disney. The S&P 500 also fell while the Nasdaq ended in the green. 248 Ventures’ Lindsey Bell and Annandale Capital’s George Seay talk today’s market action. CFPB Director Rohit Chopra, who sits on the FDIC Board, discusses the FDIC’s proposal to replenish its $16B hole in deposit insurance after a string of bank failures. He also talks the CFPB’s new guidelines for personal financial data. Unity Software popped after a strong quarterly report; CEO John Riccitiello discusses what’s next. Andreessen Horowitz’s Katherine Boyle joins on the firm’s new investing in “American Dynamism” fund and why founders are excited to invest in companies that move America’s institutions forward. Plus, MoffettNathanson’s Michael Nathanson talks the Disney bull case after its worst day in six months.
5/11/2023 • 43 minutes, 20 seconds
Closing Bell: Big Bad Battle Brewing in Big Tech 5/11/23
Wedbush’s Dan Ives is calling Alphabet’s latest push is a defining moment in the AI race. He makes his case. Plus, Capital Wealth Planning’s Kevin Simpson breaks down where he is finding opportunity amid all of the volatility. And, Marci McGregor of Bank of America Merrill Lynch explains why she thinks defense is the best strategy in this market right now.
5/11/2023 • 42 minutes, 59 seconds
Manifest Space: The Space SPAC Stumble with ProcureAM CEO Andrew Chanin 5/11/23
While publicly traded space startups have seen prices plummet back to earth since spinning off as SPAC companies, some investors are finding opportunities in the sector. Morgan discusses the investing landscape with ProcureAM CEO Andrew Chanin, whose firm issues the first pure-play space ETF.
5/11/2023 • 25 minutes, 46 seconds
Manifest Space: Rocket Science with Bank of America’s “Rocket Ron” Epstein 5/11/23
Earnings season for New Space is kicking into high gear, some analysts are seeing a tale of two companies. Morgan chats with Ron Epstein, Bank of America analyst, to break down results from Virgin Galactic and Rocket Lab – and why he sees a $1 trillion dollar opportunity in space.
5/11/2023 • 29 minutes, 20 seconds
Closing Bell Overtime: Google Cloud CEO Thomas Kurian On AI, Competition; Former Amazon Studios’ Matthew Ball On Streaming Landscape 5/10/23
Averages closed near session highs with S&P 500 and Nasdaq in the green and Dow slightly negative. Axonic’s Peter Cecchini and Vital Knowledge’s Adam Crisafulli talk the market action and react to a raft of earnings including Robinhood, Unity Software and Beyond Meat. Dow component Disney fell after reporting earnings. Wolfe Research’s Peter Supino broke down the negative investor reaction while former Amazon Studios head Matthew Ball talked long-term streaming strategy. Fresh from the stage at Google I/O conference, Google Cloud CEO Thomas Kurian talked the new AI tools GCP is offering and the intense cloud competition among big tech giants. Plus, Twilio CEO Jeff Lawson after his stock tumbled following weak guidance.
5/10/2023 • 46 minutes, 45 seconds
Closing Bell: The Catalyst for Stocks? 5/10/23
What is the catalyst for stocks to move higher? Is it rate cuts? Tom Lee of Fundstrat gives his forecast. Plus, Disney is set to report after hours. Victoria Fernandez of Crossmark Global Investments owns the stock and gives her take on what she’s watching from those numbers. And, Former Fed Governor Frederic Mishkin weighs in on the inflation situation and what the Fed might do next.
5/10/2023 • 42 minutes, 49 seconds
Closing Bell: Overtime: IBM CEO On AI’s Impact On Jobs And New Watsonx Tool; GlobalFoundries CEO Talks Chips Environment 5/9/23
Major averages closed lower today. Wilmington Trust’s Meghan Shue and Decatur Capital CEO Degas Wright break down the market action amid earnings from Affirm, Airbnb, EA, Wynn, Occidental, Rivian, Twilio and IAC. IBM CEO Arvind Krishna weighs in on the company’s new AI offering Watsonx and the macro environment in tech spending. Former Atlanta Fed President Dennis Lockhart weighs in on the debt ceiling talk and when the market will begin to worry. Plus, GlobalFoundries CEO Thomas Caulfield talks the semiconductor business and whether there are signs of softening. Our Julia Boorstin launches this year’s Disruptor 50 list.
5/9/2023 • 44 minutes, 2 seconds
Closing Bell: Risk-Reward Improving for Stocks? 5/9/23
…or is it getting worse? And what – if anything – can get us out of this stubborn trading range? Courtney Garcia of Payne Capital gives her take. Plus, Mark Okada of Sycamore Tree Capital is forecasting a recession – he explains the big catalyst behind that call. And, Mike Santoli weighs in on what the debt ceiling duel could mean for the markets.
5/9/2023 • 42 minutes, 45 seconds
Closing Bell Overtime: Treasury Secretary Yellen On Debt Ceiling, Banking Crisis And Recession Risk 5/8/23
Secretary Yellen joined in a live interview, saying she can’t rule out a recession but doesn’t think it’s the most likely path for the US economy. She also said there are no good options if the debt ceiling isn’t raised. Markets ended the session little changed. Miller Tabak’s Matt Maley and Cantor Fitzgerald’s Eric Johnston break down the market action. Earnings from PayPal, Palantir, Lucid. Unlimited CEO Bob Elliot on the latest developments in the regional banking crisis. Our Julia Boorstin previews CNBC’s Disruptor 50.
5/8/2023 • 47 minutes, 11 seconds
Closing Bell: Time To Get in… or Cut and Run? 5/8/23
What should investors be doing right now with many major issues still unsettled? Trivariate’s Adam Parker and Nicole Webb of Wealth Enhancement Group give their expert market takes. Plus, Rashaun Williams of Manhattan Venture Partners weighs in on the state of the IPO market and if he thinks a thaw is happening in the space. And, JPMorgan’s Meera Pandit is breaking down recession risks and if rate cuts could be on the table in 2023.
5/8/2023 • 42 minutes, 24 seconds
Closing Bell Overtime: Shift4 CEO On Consumer Trends; Retail Investor Mistakes With Janus Henderson Investments CEO 5/5/23
Markets surged to end the week, but it wasn’t enough for the Dow and S&P 500 to close positive week-to-date. The Nasdaq eked out a green week. Crossmark Global’s Victoria Fernandez and PIMCO’s Tony Crescenzi broke down the week that was and the week ahead while Renaissance Macro’s Neil Dutta talked the Fed impact. GTIS Partners CIO Tom Shapiro discussed the regional bank turmoil and why investors are worried about the commercial real estate market. Shift4 CEO Jared Isaacman discussed consumer spending and summer trends, plus reacted to a recent short seller report targeting his company. Janus Henderson Investments CEO Ali Dibadj on the retail investor and client flows amid recent market volatility. CNH Industrial CEO Scott Wine talked the global demand picture and how agriculture and construction sectors are holding up.
5/5/2023 • 44 minutes, 37 seconds
Closing Bell: What Will Tip the Teetering Rally? 5/5/23
Can this teetering rally go much further in the weeks ahead – especially if the Fed is finished? Professor Jeremy Siegel of the Wharton School gives his take. Plus, Former Federal Reserve Vice Chairman Richard Clarida weighs in on the road ahead for the Fed and the odds of a recession. And, the WSJ’s Gunjan Banerji breaks down the crucial moments of the trading week.
5/5/2023 • 43 minutes, 24 seconds
Closing Bell: Overtime: Apple Reports Stronger-Than-Expected iPhone Sales; Exclusive Interview with DoorDash CEO Tony Xu 05/04/23
Fourth straight day of losses for the major averages as regional bank worries continued to spook investors although stocks closed well off worst levels. Apple reported earnings. We have you covered from every angle with Evercore’s Amit Daryanani, Fortt Pitt’s Daniel Eye and Patrick Moorhead of Moor Insights and Strategy. Bespoke’s Paul Hickey joined us to break down the market action from a busy Overtime of earnings, including: Block, Coinbase, Booking Holdings, Expedia and Lyft. DoorDash shares popped after a strong quarter; CEO joined Jon Fortt in an exclusive interview to talk the quarter. Randal Quarles, former Fed Vice Chair for Supervision, discussed the continued weakness in regional banks and what happens if there is another sale.
5/4/2023 • 46 minutes, 57 seconds
Closing Bell: Critical Moment for the Market 5/4/23
Apple is reporting results after the bell in Overtime. Star Wedbush Analyst Dan Ives breaks down what to watch and what’s at stake. Plus, Dubravko Lakos of JP Morgan breaks down what the fed’s next move might be. And, Lauren Goodwin of New York Life weighs in on the turmoil in the regional banks.
5/4/2023 • 43 minutes, 19 seconds
Manifest Space: ISS Traffic Jam with Delalune Space CEO Rob Meyerson 5/4/23
The International Space Station’s calendar is loaded with human spaceflights this year— but with Axiom Space’s Ax-2 mission delayed, a traffic jam may be underway. Morgan speaks with Axiom board member and former Blue Origin president, Delalune Space CEO Rob Meyerson to discuss Ax-2, the future of manufacturing and the lunar economy.
5/4/2023 • 21 minutes, 50 seconds
Closing Bell Overtime: Jerome Powell Hikes Rates For The 10th Time In A Year; Stocks Slide Into The Close 5/3/23
Stocks slid into the close today after Fed Chair Jay Powell’s press conference. Jefferies Chief Market Strategist David Zervos and Unlimited CEO Bob Elliott break down the market’s reaction to the Fed’s 10th hike in a little over 12 months. Former Fed Vice Chair Alan Blinder and former CEA Chair Jason Furman read the tea leaves from Powell and the Fed. Qualcomm shares slid in Overtime after issuing weak guidance; Susquehanna analyst Chris Rolland discussed what investors should do with the stock. Host Hotels CEO Jim Risoleo joins the show after the company posted strong earnings and raised its full-year forecast; he talks the state of his customers and where they are spending money. Plus, Bernstein’s Toni Sacconaghi previews tomorrow’s big tech behemoth reporting: Apple.
5/3/2023 • 46 minutes, 24 seconds
Closing Bell: Gundlach Breaks Down the Fed’s Hike 5/3/23
Bond king Jeffrey Gundlach of Double Line gives his first, exclusive take to the fed’s rate hike and Chair Powell’s news conference. Plus, Sofi’s Liz Young drills down on the big market headwinds that could be ahead for investors. And, Charles Schwab’s Liz Ann Sonders breaks down what is at stake … and if there could be more rate hikes ahead.
5/3/2023 • 40 minutes, 23 seconds
Closing Bell Overtime: Microstrategy’s Michael Saylor On Why The Banking Crisis Is Bullish For Bitcoin; Chegg CEO Joins After His Company’s Stock Fell 50% 5/2/23
Stocks fell sharply today, although off worst levels after paring some losses in the final hours of trading. Regional banks were among the hardest hit stocks; Vital Knowledge’s Adam Crisafulli on why this selling feels worse than in March. iCapital’s Anastasia Amoroso gives her take on the market action and earnings so far. It was a busy day of earnings, including: Ford, Starbucks, AMD and Simon Property. An exclusive interview with Microstrategy Executive Chairman Michael Saylor after the company posted strong earnings; he weighs in on bitcoin’s rally, the company’s dual strategies and why the banking crisis is bullish for crypto. Chegg stock fell nearly 50% after warning AI was hurting potential new business; CEO Dan Rosensweig joined in an exclusive interview to discuss why investor fears were “overblown.” Wedbush analyst Matt Bryson on AMD’s quarter and the stocks weakness in Overtime. Box CEO Aaron Levie talks the upside of AI for human productivity…with the right guardrails.
5/2/2023 • 46 minutes, 32 seconds
Closing Bell: Cornucopia of Concerns Hit the Market 5/2/23
It was an ugly day on Wall Street ahead of tomorrow’s crucial Fed decision. CNBC Senior Markets Commentator Mike Santoli, New Edge’s Cameron Dawson and Cantor’s Eric Johnston give their market takes. Plus, David Chiaverini from Wedbush breaks down the big move lower in regional banks. And, top chip analyst Stacy Rasgon weighs in on the semi space… and what is at stake as AMD reports in Overtime.
5/2/2023 • 42 minutes, 58 seconds
Closing Bell: Overtime: What An ARM IPO Would Mean; JPM Wins First Republic 5/1/23
Stocks close mostly lower, paring some afternoon gains. The Bahnsen Group’s David Bahnsen and Invesco’s Brian Levitt break down how earnings have fared so far. Former Uber Chief Business Officer Emil Michael talks possible green shoots for the IPO market, including a potential ARM offering. EQT CEO Toby Rice discusses his company’s stock outperformance despite natural gas prices falling. Former Reserve Bank of India Governor Raghuram Rajan on JPMorgan’s First Republic acquisition.
5/1/2023 • 44 minutes, 20 seconds
Closing Bell: Do the Bulls have the Upper Hand? 5/1/23
… or is the old cliché “sell in May and go away” your best strategy? Josh Brown of Ritholtz Wealth Management and Marci McGregor of Bank of America Merrill Lynch give their expert market takes. Plus, Fundstrat’s Mark Newton is breaking down the key S&P level to watch ahead of this week’s Fed meeting. Plus, a rundown of what to watch when MGM reports results.
5/1/2023 • 42 minutes, 37 seconds
Closing Bell: Overtime: Stocks Surge, Bank Balance Sheets & Intel's CEO 4/28/23
Stocks surging to close out the week as the Dow posts its best month since January. Intel CEO Pat Gelsinger discusses the chipmaker's latest earnings and the outlook for chip demand. Former FDIC Chair Sheila Bair reacts to the FEd's latest data on bank balance sheets. The Production Board CEO David Friedberg discusses how fears over banks is impacting the credit environment. And Cowen's Shaul Eyal on the cybersecurity stocks that could be the big winners from more industry consolidation.
4/28/2023 • 47 minutes, 41 seconds
Closing Bell: The Fate of First Republic 4/28/23
Hopes for a deal that could keep First Republic afloat and independent are dimming – but a government-enabled solution could be taking shape. David Faber breaks down the latest. Plus, Lauren Goodwin of New York Life Investments and Stephanie Link from Hightower weigh in on the week that was … and what’s at stake for stocks next week. And, Greg Branch of Veritas Financial says that stocks could retest the October lows – and it could happen sooner than you might think.
4/28/2023 • 42 minutes, 52 seconds
Closing Bell Overtime: Exclusive Interview with L3Harris CEO; Amazon’s Strong Earnings 4/27/23
Averages surged today with the Dow posting its best day since January. BD8 Capital’s Barbara Doran breaks down the action on the busiest day of earnings. L3Harris CEO Chris Kubasik joined in an exclusive interview after the company posted strong earnings. Amazon gained sharply in overtime on strong results; Arjuna Capital’s Natasha Lamb and Raymond James’ Aaron Kessler break down the move while former exec and CommerceIQ CEO Guru Hariharan discussed the e-commerce side of the tech giant. Plus, our Deirdre Bosa spoke with Amazon’s CFO and Morgan dove deep on the company’s space ambitions. Intel also reported; shares were volatile. Susquehanna’s Chris Rolland on why he is becoming more favorable towards the stock.
4/27/2023 • 46 minutes, 33 seconds
Closing Bell: Can Amazon Keep the Party Going? 4/27/23
Will Amazon’s earnings keep the momentum going for the mega-caps? Evercore’s Mark Mahaney gives his take ahead of those key numbers. Plus, stocks got a big pop in today’s session with the Dow jumping more than 500 points. Ed Yardeni of Yardeni Research breaks down the crucial, final moments of trade. And, T. Rowe Price’s Sebastien Page weighs the odds of a “market zombie apocalypse.”
4/27/2023 • 46 minutes, 10 seconds
Manifest Space: Co-opetition, Connectivity & Acquisitions with Viasat Chairman & CEO Mark Dankberg 4/27/23
While the most powerful rocket ever built didn’t reach orbit last week, SpaceX’s back to launching its other super heavy-lift rocket. A Falcon Heavy will carry the first of Viasat’s newest satellites for its next constellation as early as Thursday night. Morgan discusses the mission with Viasat co-founder & chairman Mark Dankberg—alongside the business of connectivity, cybersecurity following its Russian hack last year and its pending merger with Inmarsat.
4/27/2023 • 23 minutes, 58 seconds
Manifest Space: The Capital Comeback with Seraphim Space CEO Mark Boggett 4/27/23
While private space investment plummeted back to earth in the recent capital drought, VCs may be looking for a rebound. According to Seraphim Space Index, total investment rebounded 75% to $1.4 billion. Morgan sits down with Seraphim Space CEO Mark Boggett at the Space Symposium to discuss the private market landscape and his outlook.
4/27/2023 • 21 minutes, 27 seconds
Closing Bell: Overtime: Exclusive Interview with Norfolk Southern CEO; Meta Continues Big Tech Strength In Earnings 4/26/23
Nasdaq finished higher after strength from big tech and software, but Dow and S&P 500 posted their second straight negative session. Vital Knowledge’s Adam Crisafulli broke down the market action amid another raft of earnings. Meta stock soared in overtime; Bernstein analyst Mark Shmulik and Mighty Capital’s SC Moatti give instant reaction to the company’s strong quarter. Neuberger Berman’s Joseph Amato on what earnings season has told investors so far. Norfolk Southern CEO Alan Shaw joins Morgan in an exclusive interview to discuss the quarter and what’s next in East Palestine, Ohio. Boston Scientific posted a strong quarter; Jon sat down with CEO Mike Mahoney on patient demand returning for elective procedures. Plus, earnings from Roku, Mattel, ServiceNow, Ebay and Teladoc.
4/26/2023 • 46 minutes, 35 seconds
Closing Bell: Mega-Cap Tech Magic 4/26/23
Meta preparing to report results after the bell after beats from Microsoft and Alphabet. But the big, looming question is: can Meta’s momentum continue after a strong run this year? Bryn Talkington of Requisite Capital and George Seay of Annandale give their expert takes. Plus, Disney is suing Florida Governor Ron Desantis over what the company is calling a “relentless campaign to weaponize government power.” NYT columnist Jim Stewart – who wrote the book on Disney – weighs in. And, we debate the state of the consumer with Victoria Fernandez from Crossmark Global.
4/26/2023 • 43 minutes, 9 seconds
Closing Bell Overtime: Chipotle & Klarna CEOs; Microsoft and Alphabet Kick Off Big Tech Earnings 4/25/23
The major averages fell today; it was the second straight negative session for the Nasdaq. Wedbush’s Sahak Manuelian on what areas of the market he likes now. Earnings from mega-cap tech stocks Microsoft and Alphabet, plus Visa, Chipotle and Texas Instruments. Chipotle CEO on the latest quarter, input costs and hiring. Klarna CEO Sebastian Siemiatkowski on the state of the consumer and fintech. DA Davidson’s Gil Luria reacts to Microsoft’s quarter, including Azure. Our Deirdre Bosa on what Alphabet CFO Ruth Porat told her about the quarter while Rosenblatt’s Barton Crockett reacts to the search giant’s quarter.
4/25/2023 • 46 minutes, 27 seconds
Closing Bell: Tech’s Moment of Truth 4/25/23
Will the impending reports from the giants of the Nasdaq ease or exacerbate investor worries? Lo Toney of Plexo Capital, Malcolm Ethridge of CIC Wealth and Nicole Webb of Wealth Enhancement Group give their expert takes. Plus, Ana Arsov – Co-head of Global Banks at Moody’s – weighs in on First Republic’s huge drop. She tells us what this might mean for the broader banking sector. And, PIMCO’s Erin Browne breaks down one key part of the market that she thinks could hold up during a downturn.
4/25/2023 • 43 minutes, 26 seconds
Closing Bell: Overtime: First Republic Tumbles After Earnings; Monster Tech Earnings Week Ahead 4/24/23
Stocks mixed in volatile session ahead of huge week of earnings. Bowersock Capital’s Emily Hill and 3Fourteen Research’s Warren Pies break down the action. Evercore’s Krishna Guha gives the inside story on the real debate going on inside the Fed right now. First Republic reported its earnings in a closely watched report; Unlimited’s Bob Elliott on what numbers are most important. Zscaler and Rubrik are teaming up on a new cyber security partnership; the CEOs join to discuss investment in the sector. Plus, RBC’s Brad Erickson on the monster week ahead in tech earnings.
4/24/2023 • 44 minutes, 9 seconds
Closing Bell: Bright Spot in a Tight Range 4/24/23
First Republic popped in today’s session, ahead of its crucial earnings report after the bell. Wedbush’s David Chiaverini breaks down what to expect and what it could mean for the broader regional bank space. Plus, Sofi’s Liz Young and Trivariate’s Adam Parker weigh in on the state of stocks as we kick off a fresh week of trading. And, EMJ’s Eric Jackson gives us a rundown of what to watch ahead of the parade of big tech earnings.
4/24/2023 • 42 minutes, 57 seconds
Closing Bell: Overtime: Freeport-McMorgan CEO On Global Copper Demand; What To Watch In Next Week’s Big Tech Earnings 4/21/23
Stocks ended slightly higher today but end the week in the red. Bleakley’s Peter Boockvar and G Squared Private Wealth’s Victoria Greene discuss the market action and lookahead to a busy week of earnings. Freeport-McMorgan shares fell today after reporting earnings; CEO Richard Adkerson discusses global demand for copper and the company’s execution. Former CEA Acting Chairman Tomas Philipson discusses the Fed’s path ahead of next week’s FOMC meeting. New Street Advisors’ Delano Saporu gives his favorite big tech stock name; Microsoft, Alphabet, Amazon and Meta all report in the coming days. Plus, our Hugh Son takes a look at First Republic and what to expect when it reports numbers next week. Morgan sits down with Space Force’s General Chance Saltzman in his first interview since taking on the role of Chief of Space Operations.
4/21/2023 • 48 minutes, 49 seconds
Rally on the Ropes? 4/21/23
Is this rally on the ropes – and if so – will the biggest names in the market save it or sink it? Lauren Goodwin of New York Life Investment Management and Avery Sheffield of Vantage Rock give their expert forecasts. Plus, NYU’s Aswath Damodaran – the so-called Dean of Valuation – breaks down what is at stake for big tech stocks during next week’s major earnings. And, 5-star stock advice from Capital Wealth Planning’s Kevin Simpson. He tells us where he is making moves ahead of the big week on deck.
4/21/2023 • 43 minutes, 14 seconds
Manifest Space: Disruption Theory with Relativity Space CEO Tim Ellis 4/21/23
While SpaceX’s been working to launch what will be the most powerful rocket ever flown, another company on the come up and ready to compete. Relativity Space, a CNBC Disruptor valued at $4.2 billion, is a private player known for 3D printing rockets having successfully flown its Terran 1 rocket for the first – and final – time in March. But now, the company is moving towards a larger medium to heavy lift rocket meant to complete with larger players in the space. Morgan discusses the pivot with CEO Tim Ellis from the Space Symposium.
For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace
4/21/2023 • 24 minutes, 41 seconds
Manifest Space: A Constellation of Talent with Aerospace Corporation CEO Steve Isakowitz 4/21/23
While the space economy has blasted off, diversity in the workforce has not kept pace. One industry initiative looking to bring more under represented groups into the fold – the Space Workforce 2030 pledge – is unveiling its first annual report. Morgan sits down with Aerospace Corporation CEO Steve Isakowitz to discuss the business case for a more diverse workforce and industry trends from the Space Symposium.
For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace
4/21/2023 • 11 minutes, 39 seconds
Closing Bell: Overtime: Ark’s Cathie Wood On Tesla, Growth Stocks; Wes Edens On Connecting Orlando To Miami And The Bank Crisis 4/20/23
Stocks closed lower today but off worst levels. Vital Knowledge’s Adam Crisafulli and Northwestern Mutual’s Brent Schutte give their take on the market action. Fortress Investment Group’s Wes Edens sat down with Morgan Brennan in an exclusive interview. He discussed the next phase of Brightline’s high-speed train in southern Florida: connecting Orlando and Miami, plus Brightline’s plans for the West Coast. Edens also talked the banking crisis and the natural gas market; hear what he calls his “hot stock tip.” Ark Invest’s Cathie Wood joins in a two-part interview to talk her top holdings, including Tesla after disappointing earnings, plus the macroeconomic picture and what the Fed should do next. Our Hugh Son gave his regional bank report card after a week of earnings. Plus, Morgan reports on today’s SpaceX launch.
4/20/2023 • 52 minutes, 2 seconds
Closing Bell: The Big Battle Over A.I. 4/20/23
Alphabet announced what some are calling a major reshuffling. This as it races to fend off Microsoft and others are investing in this new frontier. CNBC’s Steve Kovach weighs in on if this is a sign that Google is going all in on AI.Big Technology’s Alex Kantrowitz gives his expert take on this move and Alphabet shareholder Malcolm Etheridge of CIC Wealth tells us what he is doing with the stock now. Plus, the key levels investors need to be watching, a complete earnings rundown and commentary from market expert Mike Santoli.
4/20/2023 • 43 minutes, 1 second
Manifest Space: Warfighting in Space with U.S. Space Force Chief of Space Operations General Chance Saltzman 4/20/23
Space is critical infrastructure, integral to many aspects of daily life. That’s why military experts worry it could be subject to the first strikes in a major conflict. Morgan sits down with the new head of the U.S. Space Force, CSO General Chance Saltzman, from the Space Symposium in his first interview since ascending to the service's highest-ranking military role. They discuss the Space Force’s efforts to secure space, partner with private companies, and develop new technologies as the military’s youngest - and fastest growing - branch works to counter China in this new era of space competition.
4/20/2023 • 12 minutes, 57 seconds
Manifest Space: World's Top Weapons Maker Doubles Down on Space with Lockheed Martin Space EVP Robert Lightfoot 4/20/23
Lockheed Martin’s $11 billion Space division is exploring new frontiers as former NASA Acting Administrator Robert Lightfoot looks to spur innovation - and rapidly. Morgan speaks with Lightfoot from the Space Symposium as Lockheed Martin stands up its new Ignite unit, bets big on the moon, and continues to compete for multibillion dollar government contracts. Plus, they discuss the company's latest earnings results, opportunity in the startup space and reports of the possible sale of Lockheed Martin & Boeing's joint venture, United Launch Alliance.
4/20/2023 • 19 minutes, 42 seconds
Closing Bell: Overtime: Tesla Headlines Earnings Bonanza; Virgin Orbit CEO’s First Interview Since Bankruptcy 4/19/23
It’s an earnings bonanza: Tesla, IBM, Las Vegas Sands, Zions, and Lam Research headline a busy afternoon. Our reporters give you the instant reaction while Bespoke’s Paul Hickey and Schwab’s Omar Aguilar break down today’s market action. Tesla bear Craig Irwin gives his take on the EV maker’s latest quarterly numbers. NBER Director Charles Dallara has seen many market ups and down; he joins to discuss the state of the economy and where things go form here. Evercore’s Amit Daryanani weighs in on IBM’s strong quarter. Plus, an exclusive interview with Virgin Orbit CEO Dan Hart in his first public comments since the company went bankrupt.
4/19/2023 • 43 minutes, 55 seconds
Closing Bell: Musk’s Moment of Truth 4/19/23
Investors awaiting Tesla’s results – with a lot at stake for that stock and Elon Musk. Dan Ives of Wedbush breaks down what he is watching. Plus, NewEdge’s Cameron Dawson and Nicole Webb of Wealth Enhancement Group give their expert market forecasts. And, a rundown of all the key names reporting after the bell – including the likes of IBM, Las Vegas Sands and Lam Research.
4/19/2023 • 42 minutes, 42 seconds
Closing Bell: Overtime: Instant Reaction To Netflix Earnings; Chegg CEO On AI In Education; Grading The Big Banks 4/18/23
A mixed session for stocks: the S&P 500 closed higher but the major averages hovered around flat for most of the day. BD8 Capital Partners CIO Barbara Doran on the market action. Evercore analyst Mark Mahaney gives instant reaction to Netflix earnings while Annandale Capital’s George Seay gives perspective as a shareholder. Chegg CEO Dan Rosensweig weighs in on AI integration in education. Our Morgan Brennan is in Colorado, interviewing Rocket Lab CEO Peter Beck at the Space Symposium. Plus, a slew of earnings in overtime: Netflix, United Airlines, Western Alliance, Interactive Brokers, First Horizon and Intuitive Surgical.
4/18/2023 • 51 minutes, 56 seconds
Closing Bell: Netflix on Deck… So, what’s at stake for tech? 4/18/23
A lot is riding on the so-called FANG stocks this earnings season with tech performing well so far this year. But can Netflix keep that momentum going? We break down what to expect and what it might mean for the broader sector. Plus, Bank of America CEO Brian Moynihan discusses his company’s earnings, the state of the banks and the economy. And, retailing legend Mickey Drexler – Alex Mill Chairman and Former J. Crew and Gap CEO – weighs in on the consumer and where he sees the retail space headed from here.
4/18/2023 • 43 minutes, 12 seconds
Closing Bell: Overtime: What Bank Earnings Say About The Economy; New Stakes In The Search Engine Arms Race 04/17/23
Averages finished at session highs today, closing in the green. JPMorgan’s Phil Camporeale and Fidelity’s Jurrien Timmer break down what to expect ahead of this busy week of earnings. Our Steve Kovach discusses what’s at stake in the AI search wars after Alphabet shares dropped on a report Samsung may turn to Bing for its default engine. Argus Research’s Stephen Biggar on what bank earnings have revealed so far and what name is best positioned going forward. It’s been four straight weeks of gains for oil; Sadad Al-Husseini on what’s driving the move higher and where the price is headed for the rest of 2023. Meanwhile, Moderna stock fell despite some promising cancer vaccine data. Wells Fargo analyst Mohit Bansal on why there is a disconnect between the excitement companies are feeling and how investors are reacting. Plus, Deepwater’s Gene Munster on what to watch in Netflix’s earnings report tomorrow.
4/17/2023 • 44 minutes, 32 seconds
Closing Bell: Can Earnings Momentum Hold? 4/17/23
It’s the best start to earnings in 20 years. But can the big week ahead hold the momentum? Trivariate’s Adam Parker and Hightower’s Stephanie Link give their takes. Plus, CIC Wealth’s Malcolm Etheridge is getting out of Alphabet amid reports that Samsung may be looking elsewhere for its search needs. And, Ed Yardeni is back … and he says “the sky is not falling” despite what some Wall Street heavy hitters are saying. He explains why.
4/17/2023 • 42 minutes, 43 seconds
Closing Bell: Overtime: JPMorgan’s Best Day In Three Years; Looking At Next Week’s Regionals Reports; Fundstrat’s Tom Lee On Why The Bulls Are Winning 4/14/23
Averages closed negative today but ended the week in the green. Fundstrat’s Tom Lee gave his case for why the bulls are currently in control. Barclays’ Jason Goldberg breaks down the sharp move higher in JPMorgan shares while looking ahead to next week’s earnings reports from the regional banks. It was a busy week of economic macro data and Fedspeak. Ned Davis Research’s Alejandra Grindal on what it all means. Krispy Kreme CEO Michael Tattersfield on food and labor costs, plus the state of the consumer. Boeing shares slide after announcing a delivery slowdown and Cowen’s Cai Von Rumohr rates the stock impact. Our Pippa Stevens on why California’s solar boom may be ending and Meg Tirrell on Catalent’s major stock slide. Plus, Jon on the growing importance of technology in education and Morgan on SpaceX’s Starship.
4/14/2023 • 44 minutes, 33 seconds
Closing Bell 4/14/23
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.
4/14/2023 • 42 minutes, 25 seconds
Closing Bell: Overtime: Snowflake CEO On New Tool For Improving Supply Chain; Breaking Down Ethereum’s Upgrade 4/13/23
The averages rallied today, led by tech with the Nasdaq finishing higher by 2%. RBC’s Amy Wu Silverman and Truist’s Keith Lerner break down what the move means heading into earnings season. Snowflake CEO Frank Slootman details the company’s new tool for companies to improve their supply chain management and the current state of enterprise spending. Meanwhile, Twitter and eToro announced a partnership; eToro CEO Lule Demmissie joins to discuss what’s next. We’re getting earnings from the banks soon and Oppenheimer’s Chris Kotowski gives his top picks. Evercore’s Mark Mahaney discusses the big move in big tech stocks and Amazon’s AI ambitions. CFRA’s Cathy Seifert on why BlackRock’s earnings matter. Our Mackenzie Sigalos on why Ethereum is rallying.
4/13/2023 • 44 minutes, 28 seconds
Manifest Space: Starships Are Meant to Fly with Space Capital Managing Partner Chad Anderson 4/13/23
SpaceX’s Starship is expected to launch its long-awaited orbital flight any day now as it awaits its launch license. Morgan sits down with Chad Anderson, an early investor in SpaceX and CEO of VC fund Space Capital to discuss the economic impact of what will be the world’s most powerful rocket ever flown.
4/13/2023 • 31 minutes, 12 seconds
Manifest Space: To the Moon with Intuitive Machines CEO Steve Altemus 4/13/23
As NASA’s Artemis program preps its next mission, Morgan takes a deep dive into its multibillion-dollar program to send robots and other payloads to the moon. She sits down with Steve Altemus - the CEO of Intuitive Machines, a contractor for NASA’s CLPS initiative to provide lunar services the space agency.
4/13/2023 • 23 minutes, 56 seconds
Closing Bell: Sell Before May and Go Away? 4/13/23
Wells Fargo’s Chris Harvey urged investors to “sell before May and go away” … calling for a meaningful correction in stocks. He explains his point of view. Lauren Goodwin of New York Life Investment and Joe Terranova of Virtus Investment Partners give their forecasts. Plus, Morgan Stanley’s Chris Toomey says we’re facing a “fairly dramatic” sell-off. And, the key themes every investor needs to be watching when United Health reports tomorrow morning.
4/13/2023 • 42 minutes, 29 seconds
Closing Bell: Overtime: Rare Earth Mining With MP Materials CEO; Bain’s Private Equity Head On Where He’s Investing Right Now 4/12/23
Stocks closed lower and near worst levels. DoubleLine’s Jeffrey Sherman and Cresset Capital’s Jack Ablin talk where to invest right now as earnings season begins. Former Dallas Fed President Richard Fisher discusses this morning’s CPI report that showed inflation cooled slightly more than expected in March. Bain Capital Global Head of Private Equity John Connaughton on where private equity is seeing opportunities around the globe. Meanwhile, MP Materials CEO James Litinsky talks the rare earths supply chain and how geopolitical tensions with China are impacting the global economy. Cowen’s Helane Becker gives her top picks in the airline industry after American Airlines’ worst day in nearly a year. Meanwhile, our Julia Boorstin talks her sit-down with Warner Bros. Discovery CEO David Zaslav and changes to his streaming service while Morgan Brennan breaks down what LVMH’s earnings mean for the high-end consumer and Jon Fortt spoke with cloud company Databricks.
4/12/2023 • 35 minutes, 52 seconds
Closing Bell: The Road Ahead for your Money 4/12/23
Earnings are only two days away and the debate over interest rates is escalating… so what’s next for your money? CNBC’s Steve Liesman, Charles Schwab’s Kevin Gordon and NewEdge’s Cameron Dawson give their expert market opinions. Plus, an exclusive interview with Warner Bros. Discovery CEO David Zaslav following the company’s latest big streaming announcement. And, Bob Pisani breaks down the final moments of trade.
4/12/2023 • 42 minutes, 45 seconds
Closing Bell: Overtime: Interviews with CEOs of Tilray, Crowdstrike; Why Bitcoin Crossed Above $30,000 For The First Time in 10 Months 4/11/23
Stocks finished mixed and near worst levels. Vital Knowledge’s Adam Crisafulli and Cantor Fitzgerald’s Eric Johnston battle out where the market goes from here in a bear versus bull debate. Evercore analyst CJ Muse on why it’s a “stock-pickers paradise” in the chips sector. Tilray shares fell today. CEO Irwin Simon discusses the latest quarter and big acquisition. CrowdStrike hosted its first ever government summit. CEO George Kurtz joins from there to talk public/private partnerships in cloud and cybersecurity. Why Weight Watchers soared nearly 60% higher today and our Meg Tirrell discusses the weight loss drug market with the FDA Commissioner Dr. Califf. Plus, former Kansas City Fed President Thomas Hoenig on upcoming inflation data, short seller Brad Lamensdorf on CarMax and our Mackenzie Sigalos on bitcoin’s recent rally.
4/11/2023 • 44 minutes, 30 seconds
Closing Bell: What’s the Best Move for Your Money? 4/11/23
Should investors take advantage of this early year rally and sell some winners or hang on for another leg higher – if one should come? Liz Young of Sofi and John Mowrey of NFJ give their takes. Plus, top technician Jason Hunter of JP Morgan is charting the rally. Why he thinks more pain could be ahead. And, Alger’s Ankur Crawford breaks down the under-the-radar growth names she is betting on.
4/11/2023 • 43 minutes, 9 seconds
Closing Bell: Overtime: Advice for the Fed, Betting on Silicon Valley, Energy M&A Outlook 4/10/23
Stocks finished mixed in an up-and-down session as Wall Street awaits inflation data later this week. G Squared’s Victoria Greene and Venu Krishna from Barclays square off in a bull-bear debate about the market’s next move. Mark Zandi from Moody’s shares his advice for the Fed following Friday’s jobs report. Meantime Pioneer Natural Resources jumped on a reports of talks with Exxon. Analyst Neal Dingmann discusses the probability of a deal and which other names could be in play. Plus the latest on Apple, chips, and how a plumber could save the box office.
4/10/2023 • 44 minutes, 19 seconds
Closing Bell: More Earnings Pain Ahead? 4/10/23
Have we seen the worst of the earnings recession or is there even more downside ahead? Trivariate’s Adam Parker and JP Morgan’s Asset Management’s Meera Pandit give their expert takes. Plus, star venture capitalist Rick Heitzmann weighs in on the state of the private market – and where he sees the world of IPOs headed from here. And, Pioneer shareholder Jenny Harrington weighs in on the reports that Exxon Mobil held early-stage talks to acquire the company.
4/10/2023 • 43 minutes, 53 seconds
Closing Bell: Overtime: UiPath Co-CEO On Growth Prospects With AI; Lawmakers Wrap Up Meetings With Media, Tech CEOs Over China 4/6/23
All three major averages finished positive on the day. For the week, Dow was positive but S&P 500 and Nasdaq were lower. PIMCO’s Tony Crescenzi and Wells Fargo’s Darrell Cronk break down the market action and lookahead to next week. LinkedIn’s economist Guy Berger on the rising trend of people working two jobs. Citi’s Stephen Trent gives his top airline picks heading into summer travel season. Former Atlanta Fed President Dennis Lockhart on the high-wire act facing the Fed. Plus, UiPath Co-CEO Robert Enslin on client demand in enterprise software and how AI is changing his industry. Our Steve Kovach reports on media and tech CEOs meeting with lawmakers over China.
4/6/2023 • 43 minutes, 53 seconds
Closing Bell: Can the Fed Keep the Rally Going? 4/6/23
Is a weakening economy going to drag stocks lower or is a potential change in Fed policy good enough to keep the rally going? Tony Pasqueriello of Goldman Sachs gives his expert take. Plus, Former Federal Reserve Governor Frederic Mishkin breaks down what he expects from the jobs report. And, market expert Mike Santoli explains what he is watching as we wrap up the this shortened trading week.
4/6/2023 • 43 minutes, 20 seconds
Closing Bell: Overtime: Lux Capital’s Josh Wolfe On China’s Threat; Rockefeller’s Ruchir Sharma On Why The Dollar’s Days May Be Numbered 4/5/23
Another mixed day for the averages with the Dow closing higher while the S&P 500 and Nasdaq finished in the red. Miller Tabak’s Matt Malehy and Meghan Shue of Wilmington Trust break down the market action and where to invest right now. FedEx stock went the other way, closing higher after announcing a reorganization and a dividend hike. Meanwhile, as Speaker Kevin McCarthy met with Taiwan’s President, Lux Capital Co-Founder Josh Wolfe discussed the threats China poses to U.S. companies. Rockefeller International’s Ruchir Sharma makes the case for why the dollar’s days of being the dominant global currency may be numbered. Plus, Betterment CEO Sarah Levy on the pulse of the retail investor. We get reports from our Melissa Repko on on weak March sales for Costco and Kate Rogers on how small business owners are rethinking regional banking.
4/5/2023 • 44 minutes, 30 seconds
Closing Bell: Time to Be a Bull or a Bear? 4/5/23
What is the right call right now – to be bullish or bearish? Trivariate’s Adam Parker and Citi’s Kristen Bitterly break down their takes. Plus, BTIG’s Jonathan Krinsky is tracking trouble in the charts. He explains the key levels every investor needs to be watching. And, Bank of America’s Jill Carey Hall is changing her tune on small caps in a big way.
4/5/2023 • 42 minutes, 43 seconds
Closing Bell Overtime: C3.AI Falls Sharply After New Short Seller Report; Apple Big Winner In New Teen Survey 4/4/23
All three major averages closing lower today, the Dow and S&P 500 snapping four-day winning streaks. Vital Knowledge’s Adam Crisafulli and Macquarie’s Thierry Wizman break down the market action. Meanwhile shares of C3.AI lost a quarter of their value after short seller Kerrisdale Capital published a letter allegedly underhanded accounting. Kerrisdale’s CIO Sahm Adrangi discusses what the report claims. Piper Sandler has done its top teen choice survey for over 40 years. Analyst Harsh Kumar on why teens continue to love Apple and what it means for the stock. Plus, Marqeta CEO Simon Khalaf on the state of the consumer and Needham analyst Laura Martin makes a controversial call on Alphabet.
4/4/2023 • 49 minutes, 10 seconds
Manifest Space: Between a Rock and a Hard Space with former Boeing Defense, Space & Security CEO Leanne Caret 4/4/23
As Virgin Orbit files for Chapter 11 bankruptcy, Morgan dives into the complexities of the space race with former Boeing Defense, Space & Security CEO Leanne Caret. Now an advisor for the company and board member at Raytheon & John Deere, they discuss labor challenges, NASA's Artemis lunar program, Boeing Starliner, autonomous farming, and more.
4/4/2023 • 27 minutes, 5 seconds
Closing Bell: Trump Pleads Not Guilty to 34 Felony Counts in Arraignment 4/4/23
Former President Trump appeared in a New York City court today. We have instant analysis and updates from Washington DC and from outside the courthouse. Plus, the key levels every investor needs to watch from Options Play’s Jessica Inskip. And, market expert Mike Santoli gives his Last Word before the close.
4/4/2023 • 59 minutes, 59 seconds
Closing Bell Overtime: Surprise OPEC+ Cut Sends Oil Surging; Former Hulu Exec On Disney’s Future 4/3/23
The Dow and S&P 500 notched their fourth straight day of gains to kick of Q2 trading while the Nasdaq lagged. Edward Jones’ Mona Mahajan discussed the market action while 3Fourteen Research’s Warren Pies broke down the move higher in crude. SPG Global’s Simon Gallagher, a former Hulu executive, talks the news out of Disney’s shareholder meeting and the latest salvos in the DeSantis versus Disney battle. Natural gas posted its worst quarter on record. Skylar Capital CEO Bill Perkins on what’s next for the commodity. Ronald Reagan Institute Director Roger Zakheim on the investment implications of Speaker McCarthy’s visit with the President of Taiwan. Our Phil LeBeau broke down the latest quarterly auto sales while Contessa Brewer talks what it means for the gambling stocks that this year’s men’s Final Four is composed of smaller schools and underdogs.
4/3/2023 • 44 minutes, 25 seconds
Closing Bell: The Road Ahead for Stocks 4/3/23
It is shaping up to be a busy week for investors with a jobs report, key data and earnings on the horizon. So, what is the set up for your money? Cameron Dawson of NewEdge gives her forecast. Plus, #1 retail analyst Matthew Boss of JP Morgan upgraded Macy’s. He explains why – and breaks down the state of the consumer. And, top chip analyst Stacy Rasgon from Bernstein is changing his tune on Intel. He breaks down the catalysts behind that call.
4/3/2023 • 42 minutes, 55 seconds
Closing Bell Overtime: Virgin Orbit Falls; Averages End Quarter Higher With Strong Finish 3/31/23
Stocks surged in the final hour of trading, sending all averages higher for the quarter. Jefferies’ David Zervos and Richard Bernstein Advisors’ Rich Bernstein talk how to position heading into Q2. Plus, Evercore Head of Technical Analysis Rich Ross lays out the technical case for more upside ahead in tech stocks. We also get top picks in industrials from RBC Capital Market’s Deane Dray and in space stocks from BofA Securities’ Ron Epstein while Apollo Global’s Torsten Slok on weigh investors shouldn’t think the banking crisis is completely behind us. Our Kristina Partsinevelos digs into Micron’s wild week.
3/31/2023 • 44 minutes, 32 seconds
Closing Bell: What Lies Ahead for Stocks? 3/31/23
What lies ahead for stocks as the calendar turns? Will tech continue to lead? Will the Fed continue to hike? Sebastein Page of T Rowe gives his expert take. Plus, Capital Wealth Planning’s Kevin Simpson gives 5-star investing advice and breaks down where he is putting his money to work right now. And, Hightower’s Stephanie Link gives her forecast for Meta as it closes in on its best quarter since 2013.
3/31/2023 • 43 minutes, 16 seconds
Closing Bell Overtime: WWE CEO Nick Khan on Potential Sale and Betting Possibilities; An Early Read on Inflation 3/30/23
Back-to-back positive session for the major averages has the S&P 500 back above 4000. Ariel investments’ Charles Bobrinskoy and Evercore’s Julian Emanuel on how to position right now. WWE CEO Nick Khan says there has been a “robust response” from potential bidders for the company after Vince McMahon’s return and he remains optimistic about legalizing betting on the sport. General Catalyst CEO Hemant Taneja penned an op-ed this week arguing for specific new rules and regulations around AI. He breaks down his case. Morgan Stanley’s Keith Weiss has some top picks in the software sector and our Meg Tirrell wraps up her series on the prescription drug crisis with a look the huge shortages of both antibiotics and generic drugs. Plus, Morgan Brennan with a look at tomorrow’s inflation data, today.
3/30/2023 • 44 minutes, 27 seconds
Closing Bell: Tighter Bank Regulations Ahead? 3/30/23
Banks under the microscope today with new questions over whether they’ll soon be under tighter regulations. Star bank analyst Mike Mayo of Wells Fargo Securities gives his take. Plus, EMJ’s Eric Jackson says the rally in tech is only just beginning. He explains why. And, PIMCO’s Erin Browne is flagging a big opportunity overseas – she tells us why this could be a major safety play.
3/30/2023 • 43 minutes, 8 seconds
Closing Bell Overtime: Keith Rabois On Role In Silicon Valley Bank Collapse; NBER Director Charles Dallara On Calls For More Banking Regulation 3/29/23
Founders Fund was fingered in the days after Silicon Valley Bank’s collapse as a possible accelerant for the failure. General Partner Keith Rabois talks why that wasn’t the case, why TikTok should be banned in the US and why researchers should not pause AI experimentation. Meanwhile stocks closed near session highs as the averages shook off Tuesday’s declines. Axonic Director of Research Peter Cecchini talked the market action and Loop Capital’s Anthony Chukumba gave instant reaction to RH’s earnings. Jon Fortt walks through why Intel had its best day since November and NBER Director Charles Dallara talks calls for more banking regulation. Our Kate Rogers reports on former Starbucks CEO Howard Schultz time in front of Congress today and Meg Tirrell analyzes the lack of generic drugs on the market. Plus, Macquarie’s Tim Nollen on Q2 opportunities in the communication services sector.
3/29/2023 • 44 minutes, 24 seconds
Closing Bell: Move in Stocks Too Top Heavy? 3/29/23
The seven largest names within the S&P 500 have accounted for nearly all of the year’s gains. Is that a sign of strength or weakness for your money? Trivariate’s Adam Parker and Requisite Capital’s Bryn Talkington give their expert takes. Plus, star Wedbush analyst Dan Ives breaks down what he is calling “the new safety trade.” And, Jim Stewart of the NYT weighs in on the latest shakeup at Disney.
3/29/2023 • 43 minutes, 15 seconds
Closing Bell Overtime: Redfin CEO on the Wild Housing Market; Polaris CEO Unveils New Marketplace 3/28/23
All three major averages closed lower—the second straight negative session for the Nasdaq. Bespoke’s Paul Hickey talked the market action while Micron and Lululemon reported latest quarterly numbers. Needham’s Raji Gill, the first analyst on the Street to capture negative gross margins, gives his instant reaction while Oppenheimer’s Brian Nagel talked Lululemon’s strong quarter that sent the stock higher in overtime trading. Former FDIC Chair Sheila Bair weighed in on the recent weeks of volatility in the banking sector—and what she would have done differently. Our Meg Tirrell reports on the antibiotic shortages across the country and Michael Santoli on the stock impact of Alibaba’s plan to split into six business groups. Plus, as home prices fell for the seventh straight month, Redfin CEO talks the latest signals in the housing market while Polaris CEO Mike Speetzen discusses the state of the consumer and Polaris’ new online marketplace for customers to buy and sell new and used vehicles.
3/28/2023 • 44 minutes, 6 seconds
Closing Bell: Who is to Blame for SVB’s Collapse? 3/28/23
Where was the Fed and other key regulator as SVB’s practices were repeatedly flagged by officials for years? We debate who is to blame for the bank’s failure with Nick Timiraos of the WSJ. Plus, former US Deputy Treasury Secretary Roger Altman gives his expert take on the matter. And, we debate the resilience of the tech rally with Plexo Capital’s Lo Toney.
3/28/2023 • 42 minutes, 44 seconds
Closing Bell Overtime: Robert Shiller On Red Flags in the Real Estate Market; Breaking News on Lyft 3/27/23
The Dow and S&P 500 notched their third straight positive session but the Nasdaq fell 0.5%. Crossmark Global’s Bob Doll talks the market action and what moves he is making for his clients right now. Our Deirdre Bosa breaks news on new leadership at Lyft while Wedbush’s Dan Ives joins for instant stock reaction. Mizuho Dan Dolev breaks down the ripples effects from the CFTC lawsuit against Binance for the crypto universe. Stifel’a Mark May talks the impact of SVB failure on tech M&A and IPOs. RingCentral’s CEO discusses the company’s new AI products. Plus, RBC’s Scott Hanold on opportunities in energy, one of the worst-performing sectors YTD. And Jon Fortt eulogizes a tech legend who recently passed: Gordon Moore.
3/27/2023 • 47 minutes, 17 seconds
Closing Bell: Gundlach’s First Take on the Fed 3/27/23
DoubleLine’s Jeffrey Gundlach gives his first, exclusive interview since the Fed’s decision to raise interest rates. He gives his take on the Fed’s next move, the odds of a recession and the turmoil in the banks. Plus, Sofi’s Liz Young weighs in on Gundlach’s recession prediction. And, market expert Mike Santoli breaks down what he’s watching as we kick off a fresh trading week.
3/27/2023 • 42 minutes, 56 seconds
Closing Bell Overtime: Looking Past the Turmoil With Former Bridgewater Investment Committee Member Bob Elliott and Former TD Ameritrade CEO Fredric Tomczyk
Averages shook off early losses and fears around Deutsche Bank to end the session, and the week, higher. Invesco’s Brian Levitt and Commonwealth’s Brad McMillan break down the market action and give their playbook. Former TD Ameritrade CEO Fredric Tomczyk talks the banking turmoil of the past few weeks. Former Bridgewater Investment Committee member and Unlimited founder Bob Elliott takes a step back to assess the macro picture and how investors should be thinking about the recent market moves. Meanwhile, gold has notched four straight weeks of gains and VanEck Assocaites CEO Jan Van Eck on where the money is flowing in this market. Morgan Brennan discusses the under-the-radar developments in the space sector from the past week. Plus, our Steve Liesman reports on the Treasury Department’s meeting of top financial regulators and the latest bank balance sheet data from the Fed.
3/24/2023 • 44 minutes, 30 seconds
Manifest Space: Global Constellation Countdown with OneWeb CEO Neil Masterson 3/24/23
The stage is set for European satellite communications company OneWeb to complete the first ever completed global LEO constellation this weekend. Morgan discusses the historic milestone with CEO Neil Masterson ahead of the company’s launch from India, along with the company’s separation from its Russian rocket partnership last year, its planned $3.4 billion merger with French satellite operator Eutelsat, and the outlook for the company.
3/24/2023 • 18 minutes, 54 seconds
Closing Bell: Scary Message from the Bond Market? 3/24/23
Should the stock market be more worried about the message coming from bonds following the Fed’s latest rate hike or are things less dire than the plunge in treasury yields suggest? Professor Jeremy Siegel of the Wharton School gives his expert take. Plus, Ed Clissold of Ned Davis Research is gaming out a potential rally. And, Gunjan Banerji of the Wall Street Journal breaks down the crucial final moments of the trading day – and what she’s watching in the tech space.
3/24/2023 • 43 minutes, 19 seconds
Closing Bell Overtime: Markets Close Higher Despite Midday Swoon; Randal Quarles on the Fed 3/23/23
Stocks finish higher despite briefly turning negative in midday trading. G Squared’s Victoria Green and JPMorgan’s Phil Camporeale discuss the market action. Former Fed officials Randal Quarles and Alan Blinder weigh in on this week’s rate hike and why Blinder called the 25bp move a “mistake.” Plus, Evercore’s Mark Mahaney on why this time is different for TikTok and regulation as the CEO gets grilled on the hill. Block shares dropped nearly 15% after a scathing short seller report: SVB Moffetrnathanson’s Lisa Ellis and Empire Financial Research’s Herb Greenberg discuss what to make of the claims.
3/23/2023 • 37 minutes, 20 seconds
Closing Bell: Trading Mixed Messages? 3/23/23
Investors are struggling to sort of the likely economic toll of the banking crisis – are Yellen and Powell sending mixed messages to the market? Our all-star panel of Joe Terranova of Virtus, BNY Mellon Wealth Management’s Alicia Levine and Greg Branch of Veritas Financial Group break down their forecast for the market. Plus, Jefferies analyst Trevor Williams explains what’s at stake for Block after Hindenburg Research announced it was adding the company to its short list. And, BTIG’s Jonathan Krinsky drills down on the key levels to watch – and why investors may not want to trust the bounce in stocks.
3/23/2023 • 43 minutes, 1 second
Closing Bell Overtime: Markets End At Session Lows; Evercore’s Roger Altman Reacts To The Fed Hiking Rates 0.25% 3/22/23
Markets tumbled into the close as investors weighed Fed Chair Jerome Powell’s comments at the press conference after the Fed hiked interest rates 25 basis points. At the same time, Treasury Secretary Janet Yellen testified to a Senate committee that there were no plans for broad increases in deposit insurance. Former Chairman of the Council of Economic Advisers Jason Furman and Evercore’s Roger Altman reacted to the Fed’s move while Quadratic Capital’s Nancy Davis and Jefferies’ David Zervos digested the market sell off. Plus, Zelman & Associates’ Alan Ratner on KB Home earnings and Brad Slingerlend, NZS Capital Co-Founder, on trading tech after the Fed.
Ritholtz Wealth Management’s Josh Brown gives his instant reaction and analysis to Powell’s press conference – and the major market reaction. Plus, Schwab’s Liz Ann Sonders’ gives her forecast for where we could be headed from here. And, David Chiaverini of Wedbush breaks down the regional banks reaction.
3/22/2023 • 46 minutes, 14 seconds
Closing Bell Overtime: Adobe CEO Shantanu Narayen Discusses His Major AI Announcement; Markets Await Tomorrow’s Huge Fed Decision 3/21/23
Major averages finish near session highs as investors await the Fed’s rate decision tomorrow. Meghan Shue of Wilmington Trust and Wedbush’s Sahak Manuelian preview what the Fed is likely to do. MassMutual CEO Roger Crandall on the continuing banking fallout from First Republic and Credit Suisse. Jon sits down with Adobe CEO Shantanu Narayen to talk Firefly and why Adobe stands to benefit from AI; SVB MoffetNathanson’s Sterling Auty breaks down his AI winners and losers. Plus, earnings from Nike and GameStop. Oppenheimer’s Brian Nagel just named Nike a top pick; he discusses the latest quarter and the market reaction.
3/21/2023 • 44 minutes
Closing Bell: Market Stability or Vulnerability? 3/21/23
Is the market’s rebound this week a sign of underlying stability or is it actually vulnerability to a nasty surprise? Jason Hunter – head of technical strategy at JP Morgan – gives his take. Plus, Fred Cummings from Elizabeth Capital Management makes the case for regional banks. And, Rob Thummel of TortoiseEcofin sees more upside for the energy sector. He explains why.
3/21/2023 • 43 minutes, 10 seconds
Closing Bell Overtime: Former Council of Economic Advisers Chairman Glenn Hubbard on the Fed’s Big Decision; Affirm CEO Max Levchin Talks State of the Consumer 03/20/23
Major averages finish higher as the markets digest the Credit Suisse rescue. Cantor Fitzgerald’s Eric Johnston on why he’s still bearish while Macquarie Group’s Thierry Wizman discusses the huge swings in the bond market. Glenn Hubbard was the chair of the Council of Economic Advisers under George W. Bush; he discusses what the Fed is watching most closely ahead of this week’s rate decision. Our Phil LeBeau on why auto inventories are finally increasing at dealerships while Eamon Javers brings us the big ruling a judge made against JPMorgan in a Jeffrey Epstein lawsuit. Plus, Affirm CEO Max Levchin on where consumers remain strong and where weakness is showing and Cowen analyst John Kernan previews Nike’s earnings.
3/20/2023 • 44 minutes, 26 seconds
Closing Bell: Can the Calm Be Trusted? 3/20/23
Suspense is building for a Fed decision – a choice between staying the course on tightening or backing off for fear of more financial upheaval. NewEdge’s Cameron Dawson gives her take. Plus, Mark Newton of Fundstrat drills down on the key levels to watch in energy. And, Baird’s David George is bullish on a key regional bank. He reveals that pick – and makes the case for that stock.
3/20/2023 • 43 minutes, 13 seconds
Closing Bell Overtime: VC Investor Vinod Khosla on Silicon Valley Bank Fallout and BILL CEO Rene LeCerte on Financing Silicon Valley Startups After SVB’s Collapse; Best Week For Nasdaq in Months 3/17/23
Dow ends week slightly lower but S&P 500 and Nasdaq power higher despite volatility. Crossmark’s Bob Doll and 3Fourteen Research’s Warren Pies talk the market action ahead of next week’s Fed decision. Meanwhile, Rockefeller International’s Ruchir Sharma on the disconnect between financial markets and geopolitical risks. Broadmoor’s Todd Baker breaks down who might buy Signature Bank, while Julia Boorstin talks the new coalition in Washington aiming to take down Tiktok. Contessa Brewer talks some hidden winners of March Madness. Plus, Jon Fortt sits down with VC investor Vinod Khosla on what advice he is giving his companies around future financing and BILL CEO Rene LeCerte on how the company is helping former clients of Silicon Valley Bank.
3/17/2023 • 44 minutes, 32 seconds
Closing Bell 3/17/23
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves tohow investors are reacting,Scott Wapner,Jon Fortt,Morgan BrennanandMichael Santoliguide listeners through each trading session and bring to you some of the biggest names in business.
3/17/2023 • 43 minutes
Closing Bell Overtime: Rare Interview with Former Yahoo CEO Marissa Mayer and Stocks Surge After Banks Rescue First Republic 3/16/23
All three major averages were well into the green today and the Nasdaq is now up over 5% on the week. Vital Knowledge’s Adam Crisafulli gives his take on the action while Broughton Capital’s Donald Broughton reacts to FedEx’s strong quarter as the stock surged in after-hours trading. Plus, is a recession in the cards? Citi’s Scott Chronert and Sumit Handa of Pennington Partners debate where stocks go next. Jon Fortt had a rare interview with Sunshine Co-founder and former Yahoo CEO Marissa Mayer. She shared who will win the race for AI dominance, plus what she thought when she hired Sundar Pichai at Google. GTIS CIO Tom Shapiro joins to talk what clues the commercial real estate market might hold for investors. Finally, Virgin Orbit stock fell sharply after pausing operations and furloughing staff for a week as it seeks more funding. Morgan Brennan reports on what’s next for the company.
3/16/2023 • 51 minutes, 28 seconds
Closing Bell: Rescuing First Republic, What Will The Fed Do Next? 3/16/23
Scott Wapner breaks down the big break for First Republic. Eleven banks, including JPMorgan, Citigroup, Bank of America and Wells Fargo, deposite $30 billion in First Republic Bank. In a joint statement from the heads of the Treasury, Federal Reserve, FDIC and the office of the Comptroller of the Currency writing, “This show of support by a group of large banks is most welcome, and demonstrates the resilience of the banking system.” SoFi’s Head of Investment Strategy, Liz Young, weighing in on what it all means for the markets and your money. Plus, one of the top-rated financial advisors, Chris Toomey, on how he’s positioning his clients through the volatility. Why he’s saying now is the time to stay defensive. The tech trade heating up, Requisite Capital’s Bryn Talkington on where she’s putting her money to work.
3/16/2023 • 43 minutes, 8 seconds
Manifest Space: VCs and the Cash Crunch with Space Fund Managing Partner 3/16/23
Virgin Orbit has halted operations and furloughed most of its approximately 700-person staff as the launch service provider looks for a funding lifeline. The cash crunch comes amid consolidation in a crowded launch market. Morgan discusses the VC outlook with Space Fund co-founder & managing partner Meagan Crawford: an investor in SpaceX, Axiom Space, and more.
3/16/2023 • 25 minutes, 32 seconds
Closing Bell Overtime: Markets Stage Late-Day Comeback After Swiss Officials Reassure On Credit Suisse 3/15/23
The Nasdaq eked out a gain today for its third straight positive session, while the Dow and S&P 500 finished negative but well off their lows. Canaccord’s Tony Dwyer and former PIMCO Chief Economist Paul McCulley discuss what the recent market moves mean for the Fed next week while our Hugh Son discuss the latest moves around Credit Suisse. KBW CEO Tom Michaud discusses the regional banking sector as investor worries continue to plague the stocks. Plus, former Wells Fargo CEO Dick Kovacevich talks how to run a bank during a crisis and former SEC Chair Jay Clayton on new investigations from the DOJ and SEC into Silicon Valley Bank.
3/15/2023 • 44 minutes, 25 seconds
Closing Bell: Stocks Drop on Bank Contagion Fears, SNB Says It Will Provide Credit Suisse with Liquidity If Necessary, Professor Siegel’s Recession Call 3/15/23
Scott Wapner delivers the breaking news of the hour as the Swiss Financial Market Supervisory Authority and the Swiss National Bank says that Credit Suisse quote, “meets the capital and liquidity requirements imposed on systemically important banks” and that the central bank will step in if the situation changes. Shares of Credit Suisse fell more than 20% it had previously delayed its annual report and said it found quote “material weakness” in its financial reporting in prior years. Plus, Wharton School Professor, Jeremy Siegel, weighing in on market moves and the big question of what the fed will do next. Professor Siegel also giving his predictions for if a recession is on the horizon. As financials continue to plunge, Crossmark’s Victoria Fernandez on why she’s adding to her position in one major bank.
3/15/2023 • 1 hour, 1 second
Closing Bell Overtime: Markets Rebound, Boosted By Regional Banks; Legendary Investor Mario Gabelli on Defense, Industrials and the Consumer. 3/14/23
The Dow snapped a 5-day losing streak and the Nasdaq posted back-to-back gains. Regional banks finished sharply higher. Nuveen’s Saira Malik gives her take on this morning’s inflation report while Annandale Capital’s George Seay discussed why he still likes Meta and Apple. A US/Russian confrontation over the Black Sea briefly caused markets to tumble; former Defense Secretary Mark Esper gives his take on how the two nations can reconcile. Legendary investor Mario Gabelli discusses what stocks he likes now, including some names in defense and the consumer. Cadre Executive Chairman Ryan Williams discusses the ripple effects from rising rent costs on commercial and residential real estate. Plus, what earnings from Lennar reveal about the consumer and the economy and why bitcoin is rallying despite negative headwinds.
3/14/2023 • 44 minutes, 25 seconds
Closing Bell: Out of the Woods? 03/14/23
Stocks rebounded in today’s session – so investors are wondering if we are out of the woods yet? Adam Parker of Trivariate gives his forecast. Plus, billionaire investor Carl Icahn gives his take on the market, Fed and his latest activist target. And Oakmark’s Bill Nygren reveals how he is trading the financial sector amid all of the uncertainty of SVB’s collapse.
3/14/2023 • 45 minutes, 49 seconds
Closing Bell Overtime: Silicon Valley Bank Pain Hits Regional Banks Despite Rescue From Regulators; Venture Capitalist David Sacks on What’s Next 3/13/23
While the Dow and S&P 500 closed lower, Nasdaq ended higher despite a volatile session for stocks, coming after U.S. regulators unveiled a plan to backstop depositors in Silicon Valley Bank. Regional banks were hit especially hard with First Republic falling 60%. Fundstrat’s Tom Lee still sees the setup as constructive in the medium-term. Venture capitalist David Sacks, after a weekend on Twitter calling for government intervention, discusses what’s next for Silicon Valley, startups and the broader economy. Plus, one beneficiary of the situation: Brex, which has seen inflows since Friday. The CEO talks the impact on his business. And a lookahead to tomorrow’s critical inflation report.
3/13/2023 • 44 minutes, 29 seconds
Closing Bell: Stocks Volatile Following U.S. Rescue of SBV Deposits 03/13/23
Markets were on edge all session long with yields plunging as questions swirl about the future path of the economy and the Fed. DoubleLine’s Jeffrey Gundlach gives his exclusive take on the volatility. Plus, iCapital’s Anastasia Amoroso breaks down the banks where she’s seeing the biggest risks. And, EMJ’s Eric Jackson discusses where he sees the growth trade headed from here … and the stocks he is buying during this uncertain time.
3/13/2023 • 43 minutes, 10 seconds
Closing Bell Overtime: Silicon Valley Bank Fallout, Sobering VC warning, Gaming out the Fed 3/10/23
Stocks fell hard in the wake of the collapse of Silicon Valley Bank, with broad losses across the board adding to sizable losses on the week. Bob Elliott from Unlimited discusses what happened at the bank and the ripple effects across assets. Y Combinator president Garry Tan explains why he sees this as an “extinction level event” for startups. Plus Bleakley’s Peter Boockvar on the one thing the Fed has “zero chance” of doing at its next meeting in light of this week’s events.
3/10/2023 • 44 minutes, 26 seconds
Closing Bell: The SVB Fallout & Your Money 3/10/23
What does the SVB earthquake mean for your money and the markets in the days and weeks ahead? Schwab’s Liz Ann Sonders gives her market forecast. Plus, FirstMark’s Rick Heitzmann drills down on how the fallout from the tech-focused lender could impact VCs and startup ecosystem. And, market expert Mike Santoli breaks down what he is watching as we head into a fresh trading week.
3/10/2023 • 43 minutes, 13 seconds
Manifest Space: Space AI with Slingshot CEO Melanie Strickland 3/10/23
Morgan speaks with Slingshot Aerospace co-founder & CEO Melanie Strickland and the company’s work in tracking satellites and risk assessment. They discuss generative artificial intelligence, space traffic and diversity efforts in the sector.
Stocks sinking as financial stocks plunge and investors brace for Friday's key jobs report. Evercore ISI's Mark Mahaney on whether the recent sell off is a buying opportunity for tech stocks. Former Fed Vice Chairman Alan Blinder says he is betting against the Fed raising interest rates to 6%. And Senator Ed Markey, who participated in Norfolk Southern's safety hearing on Capitol Hill, explains why he doesn't think the railroad operator is doing enough to ensure more derailments are avoided.
3/9/2023 • 45 minutes, 40 seconds
Closing Bell: Another Ugly Day on Wall Street 03/09/23
Stocks had a rough day – with the small, regional banks – getting particularly slammed. So, just how concerning is this slump? NewEdge’s Cameron Dawson gives her expert market forecast. Plus, JP Morgan’s Dubravko Lakos reacts to the market downturn and explains what he is watching ahead of tomorrow’s jobs report. And, Hightower’s Stephanie Link drills down on these big market swings in the final moments of trade – she reveals the moves she is making in her portfolio amid the turbulence.
3/9/2023 • 59 minutes, 53 seconds
Closing Bell Overtime: Mixed Market, New Recession Call & Betting On Wrestling 3/8/23
It was a mixed day on Wall Street as investors await Friday's key jobs report, which could determine the Federal Reserve's next interest rate move. Jefferies David Zervos thinks stocks will continue treading water because investors are more confident the Fed will be successful in cooling inflation, but G Squared Private Wealth's Victoria Greene says the bond market is screaming headwinds for stocks. Credit Suisse Chief U.S. Equity Strategist Jonathon Golub explains why bond market signals suggest a recession could still be years away. And CNBC's Alex Sherman discusses his reporting that WWE is in talks to legalize betting on scripted wrestling matches.
3/8/2023 • 47 minutes, 5 seconds
Closing Bell: What Should You Do with Your Money? 3/8/23
Investors are weighing what to do post-Powell and pre-jobs report. Cantor’s Eric Johnston and Cerity’s Jim Lebenthal duke it out in a big bull-bear debate. Plus, Wedbush’s star analyst Dan Ives says there’s a 25% upside for Apple. He makes his case. And, - on this International Women’s Day – Shannon Saccocia of SVB Private and Jenny Harrington of Gilman Hill Asset Management break down how they are trading the market turbulence.
3/8/2023 • 42 minutes, 27 seconds
Closing Bell Overtime: Stocks Sink, Fed Up & Weight Watchers' Big Deal 3/7/23
Stocks selling off on Wall Street after Fed Chair Jay Powell said interest rates are likely to be higher than previously thought. Morgan Stanley Global Chief Economist Seth Carpenter reacts to Powell and discusses whether he thinks the economy is heading for a recession. Fundstrat's Tom Lee explains why he is still so bullish on the market despite interest rate headwinds. NYU Stern Professor of Finance Aswatch Damodaran on how stubborn inflation is impacting the market's valuation. WW CEO Sima Sistani on why the company formerly known as Weight Watchers is getting into the prescription weight loss business.
3/7/2023 • 46 minutes, 21 seconds
Closing Bell: Stocks in Sell-Off Mode Post-Powell 3/7/23
The major averages dropping in the final hour of trade as a direct result of what Fed Chair Jay Powell told Congress today… that the central bank may go faster, higher and stay longer than originally thought. Our all-star panel of Virtus’ Joe Terranova, Lauren Goodwin of New York Life Investments, senior economics correspondent Steve Liesman and senior market commentator Mike Santoli break down the final moments of trade. Plus, Lo Toney of Plexo Capital drills down on the tech trade and the latest headlines on Meta. And, Fundstrat’s Mark Newton has explains the key levels every investor needs to watch amid this uncertainty.
3/7/2023 • 59 minutes, 49 seconds
Closing Bell Overtime: 4-Day Win Streak 3/6/23
A mixed day on Wall Street as the Dow closes higher for a fourth straight day ahead of a big week for economic news and Fed speak. Payne Capital Management's Courtney Garcia explains why she thinks the market should keep moving higher despite concerns about inflation. The Justic Department taking aim at Jetblue's merger with Spirit Airlines. Evercore Founder Roger Altman discusses how the regulatory environment could impact M&A on Wall Street. Box CEO Aaron Levie discusses the opportunities his company has in the AI space. Baker Hughes CEO Lorenzo Simonelli discusses the outlook for oil and natural gas prices. And Compass CEO Robert Reffkin explains why he thinks the housing market is still strong despite mortgage rates hitting 7%.
3/6/2023 • 44 minutes, 21 seconds
Closing Bell: Can the Breakout in Apple Continue? 3/6/23
Can Apple’s breakout continue and is it a sign that the rally can too? BTIG’s Jonathan Krinsky gives his take. Plus, shares of Snap surged in today’s session as lawmakers are preparing legislation to ban TikTok here in the U.S. Akex Kantrowitz of Big Technology and Casey Newton of Platformer weigh in on what could be at stake. And money manager Emily Roland of John Hancock is raising the red flag on what she is calling the biggest mistake being made on Wall Street.
3/6/2023 • 42 minutes, 47 seconds
Closing Bell Overtime: Averages Snap Weekly Losing Streaks as Stocks Surge, Richmond Fed President Thomas Barkin Says No Cuts This Year, PE Giant Orlando Bravo on the State of Software Firms and Jason Furman on Why the Fed Needs to Go Faster and Further.
We break down the action as stocks gained throughout the session. Vital Knowledge’s Adam Crisafulli and Northwestern Mutual’s Brent Schutte give their market outlook. Our Steve Liesman brings us the latest from Richmond Fed President Thomas Barkin. Thoma Bravo’s Orlando Bravo on the state of software and why more firms are going private. Jason Furman defends his op-ed calling for the Fed to go faster and further and MSA Capital’s Ben Harburg breaks down what he expects from this weekend’s NPC in Beijing.
3/3/2023 • 44 minutes, 35 seconds
Closing Bell: Are Rate Hikes Working? 3/3/23
It’s a big week ahead for investors with the jobs report looming – a key read on the state of inflation. That critical piece of data comes as some on the Fed wonder whether rate hikes are working to slow things down. Professor Jeremy Siegel of the Wharton School gives his take on what it means for your money. Plus, Fundstrat’s Tom Lee is forecasting a strong bounce for stocks. He makes his case – and explains the level he thinks we could hit in the next two months. And, can Tesla continue its strong run? Bryn Talkington of Requisite Capital Management gives her take.
3/3/2023 • 43 minutes, 12 seconds
Closing Bell Overtime: Late Day Market Reversal, Tech and Retail Earnings Bonanza, Snowflake & C3.AI CEOs on the Record 3/2/23
Stocks reversed midday losses after comments from Atlanta Fed President Raphael Bostic. BD8 Capital Partners’ Barbara Doran breaks down the market action while Miller Tabak’s Matt Maley breaks down what Silvergate’s tumble means. C3.AI CEO responds to a short seller’s report while Snowflake’s CEO talks customer cloud spending trends. Plus, a puzzling earnings move in Zscaler and results from Marvell, Broadcom, Nordstrom’s and Costco.
3/2/2023 • 44 minutes, 18 seconds
Closing Bell: Moment of Truth for the Markets? 3/2/23
Is a moment of truth for the markets fast approaching? JPMorgan’s Jason Hunter says it could be. He explains the key level he is watching. Plus, Hightower’s Stephanie Link is betting big on China. Why she thinks there’s big opportunity overseas. And, market expert Mike Santoli breaks down the state of activism and what it might mean for the broader market.
3/2/2023 • 43 minutes, 11 seconds
Closing Bell Overtime 3/1/23
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
3/1/2023 • 44 minutes, 32 seconds
Closing Bell 3/1/23
From the open to the close, "Closing Bell" has you covered. From what’s driving market moves to how investors are reacting, Closing Bell guides listeners through each trading session and brings to you some of the biggest names in business.
3/1/2023 • 43 minutes, 20 seconds
Closing Bell Overtime: Earnings onslaught, Big biotech movers, Payments CEOs share consumer insights 2/28/23
Stocks were mostly lower on the final day of February to close out a downbeat month. Aaron Dunn from Eaton Vance and Jack Ablin from Cresset Capital break down the action and give their outlooks for March. The CEOs of Shift4 Payments and Klarna discuss their read on the consumer and the credit markets. Two biotech movers – Novavax and Sarepta – saw big moves post-market on breaking headlines. Plus analysis of a slew of companies that reported results in the after-hours session, including Ross Stores, Urban Outfitters, First Solar, HP, Virgin Galactic, AMC and Rivian.
2/28/2023 • 44 minutes, 33 seconds
Closing Bell: Can Apple’s Momentum Continue? 2/28/23
Investors are closely watching the road ahead for the biggest and most popular stock in the market: Apple. It’s bounced 19% off its recent low – but can the momentum continue? Morgan Stanley’s Erik Woodring gives his expert take. Plus, we debate what’s next for the banks on the back of Goldman Sachs’ investor day. And, top-ranked retail analyst Matt Boss breaks down his rundown of what every investor needs to watch ahead of this week’s flood of retail reports.
2/28/2023 • 43 minutes, 10 seconds
Closing Bell Overtime: Zoom pops on results, Previewing Goldman’s rare investor day, Why Union Pacific surged 2/27/23
Stocks closed higher but well off the best levels of the session, as Wall Street tried to recover from its worst week of the year. Nancy Tengler from Laffer Tengler Investments and Delano Saporu from New Street Advisors break down the market setup for the week and beyond. Zoom shares surged in the post-market session on an earnings and revenue beat. Patrick Walravens from JMP Securities breaks down the numbers. Meantime Goldman Sachs is in the spotlight ahead of a rare investor day on Tuesday. Analyst Brennan Hawken lays out the key questions facing management. Plus why shares of Union Pacific jumped, and a look inside Lockheed’s production facility.
2/27/2023 • 35 minutes, 19 seconds
Closing Bell 2/27/23
From the open to the close, "Closing Bell" has you covered. From what’s driving market moves to how investors are reacting, Closing Bell guides listeners through each trading session and brings to you some of the biggest names in business.
2/27/2023 • 42 minutes, 55 seconds
Closing Bell Overtime: Worst week of the year for stocks, ServiceNow CEO on software demand, Richard Haass on 1-year into Russia-Ukraine war 2/24/23
Stocks closed out their worst week of the year on a sour note, as another inflation read came in hot. Needham’s Chris Retzler and Meghan Shue from Wilmington Trust break down the action and where they’re looking for opportunities. Afsaneh Beschloss from RockCreek explains why she’s forecasting a “choppy few months” ahead for stocks. ServiceNow CEO Bill McDermott gives his outlook for software spending following a brutal week for the tech space. Council on Foreign Relations President Richard Haass discusses the 1-year mark of the war in Ukraine, and the impact on the global economy. Plus a lookahead to the key reads on the consumer coming next week.
2/24/2023 • 44 minutes, 16 seconds
Closing Bell: Stocks in for a Bigger Retreat? 2/24/23
Is a bigger retreat in the cards or have stocks come too far to turn back now? Virtus’ Joe Terranova gives his forecast. Plus, Greg Branch of Veritas Financial doubles down on his bear case for stocks and explains what the Fed might have to do to turn things around. And, Bank of America’s Jill Carey Hall is flagging a key shift in her investment strategy amid the market turbulence.
2/24/2023 • 42 minutes, 55 seconds
Closing Bell Overtime: Seesaw session, After hours action galore, Unity Software CEO on post-earnings tumble 2/23/23
Stocks finished the day higher after taking a mid-day tumble, as investors await a key inflation report. Paul Hickey from Bespoke and Adam Crisafulli from Vital Knowledge break down the market setup and react to a barrage of earnings from the likes of Carvana, Booking Holdings, and Warner Bros. Discovery. Analyst David Koning gives his take on Block’s quarterly report. The CEO of Unity Software talks about his outlook for the company after shares fell double digits on soft guidance. Plus an update on the NTSB’s investigation into the Norfolk Southern derailment.
JPMorgan’s Jamie Dimon making some headlines for his bold recession call. NewEdge’s Cameron Dawson gives her prediction for stocks. Plus, Alger’s Ankur Crawford drills down Nvidia’s massive stock move… and if there could be more room for it to run. And, Sebastein Page of T Rowe Price is bearish on the market but is finding some pockets of opportunity for your portfolio.
2/23/2023 • 42 minutes, 56 seconds
Closing Bell Overtime: Nvidia jumps on earnings, Breaking down the Fed minutes, Musk and Gov. Newsom on the record 2/22/23
: It was a mixed session on Wall Street following Tuesday’s sharp selloff, as investors weighed the latest comments from the Fed and a number of key earnings reports. Neuberger Berman president Joseph Amato discusses his read on the Fed’s strategy, his outlook for inflation, and his view on the market. Analyst Rajvindra Gill breaks down Nvidia’s results that sent the stock jumping in after hours trading. Bill Perkins from Skylar Capital Management joins with his take on how to play the sharp decline in natural gas prices. Plus exclusive comments from Elon Musk and Gov. Gavin Newsom about Tesla’s expansion in the state.
2/22/2023 • 47 minutes, 7 seconds
Closing Bell 2/22/23
From the open to the close, "Closing Bell" has you covered. From what’s driving market moves to how investors are reacting, Closing Bell guides listeners through each trading session and brings to you some of the biggest names in business.
2/22/2023 • 43 minutes, 17 seconds
Manifest Space: Reach for the SkyFi with Skylar Capital’s Bill Perkins 2/22/23
Morgan Brennan speaks with hedge fund manager and natural gas trader Bill Perkins about his latest venture into the space economy, SkyFi. The satellite data app allows users to access and customize satellite imagery at a more affordable price point than ever before. Morgan and Bill break down the investor case for satellite imagery and the future of SkyFi.
2/22/2023 • 21 minutes, 52 seconds
Closing Bell Overtime: Stocks Sink, Norfolk Southern's CEO On Train Derailment & Coinbase Earnings 2/21/23
Stocks selling off on Wall Street as the major averages post their worst day of the year. Investors are worriedabout higher interest rates and new concerns about consumer spending. JPMorgan Chief Global Market Strategist Marko Kolanovic reacts to the big market sell off and whether he thinks more trouble could be ahead for stocks. Coinbase shares volatile after reporting better than expected quarterly results. Mizuho analyst Dan Dolev reacts to the report. And the CEO of Norfolk Southern discusses the catastrophic train derailment in Ohio.
2/21/2023 • 47 minutes, 6 seconds
Closing Bell: What’s Next for Your Money? 2/21/23
Stocks had an ugly day – with investors weighing some serious money risks. Trivariate’s Adam Parker gives his forecast for stocks. Plus, star investor Keith Meister breaks down his market strategy – and where he’s making some big bets. And, BTIG’s Jonathan Krinsky is drilling down on the key levels every investor needs to be watching.
2/21/2023 • 46 minutes, 43 seconds
Closing Bell: Dow climbs back from early hole, The bear case for C3.AI, Citi’s rate hike outlook 2/17/23
Stocks closed well off the worst levels of the day, with the Dow clawing back from a triple digit loss to finish in the green. Citi’s Chief U.S. economist joins with his predictions for the Fed, and why rates could stay higher for longer. Short seller Ben Axler from Spruce Point Capital Management breaks down his new bearish report on C3.AI, which has more than doubled this year amid the hype surrounding artificial intelligence and ChatGPT. CAIS CEO Matt Brown makes the case for a rethink of the classic 60-40 portfolio. Plus the latest on Deere’s pop, DoorDash’s drop, and what to expect from retail earnings next week.
2/17/2023 • 42 minutes, 48 seconds
Closing Bell Overtime: Stocks Sink in Final Hour of Trade 2/16/23
Sofi’s Liz Young reacts to all of the late-day selling in today’s session. Plus, this morning BTIG’s Jonathan Krinsky put out a note saying stocks could be at a turning point. He explains why and what it could mean for investors. And, B is for “bottom?” – Hightower’s Stephanie Link debates if the lows are in for Alphabet.
2/16/2023 • 44 minutes, 7 seconds
Closing Bell: Downbeat data and hawkish talk sinks market, Jack Lew’s economic outlook, Snap CEO talks user growth 2/16/23
The major averages gave up a failed comeback attempt following downbeat inflation and housing data, and hawkish fed talk. Former Treasury Secretary Jack Lew discusses what he sees in the economy, as some numbers show resilience while others show cracks. Snap CEO Evan Spiegel joins for an exclusive interview on the back of the company’s investor day presentation. Analyst Colin Rusch breaks down a big selloff for Tesla, after the automaker recalled more than 350,000 vehicles over self-driving software concerns. Plus the latest on crypto’s strong week, Shopify’s drop, and Labcorp’s CEO on post-pandemic plans.
2/16/2023 • 46 minutes, 19 seconds
Closing Bell Overtime 2/15/23
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks
and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
2/15/2023 • 44 minutes, 21 seconds
Closing Bell: Hot retail sales helps sentiment, Sam Zell slams tax proposals, DOJ focuses on Apple 2/15/23
Stocks gained momentum throughout the session following a much stronger-than-expected retail sales print. Matt Shay from the National Retail Federation joins to discuss his view of the consumer, and why spending remains strong despite higher prices. Billionaire investor Sam Zell weighs in on the real estate market, the Fed, energy investments, and why he thinks some of the tax proposals being floated in Washington are “crazy.” Plus why Barclays sold off, a mixed bag of chip stocks, and why the DOJ may be taking a closer look at Apple.
2/15/2023 • 42 minutes, 52 seconds
Closing Bell Overtime: The Rally Still Rolling? 2/14/23
CPI came in hotter than expected – Joe Terranova breaks down his playbook for stocks now. Plus, President Biden officially named Lael Brainard to lead the NEC. Steve Liesman explains what could be next. And, market expert Mike Santoli tells us what he’s watching in tomorrow’s trade.
2/14/2023 • 44 minutes, 20 seconds
Closing Bell: Stocks volatile on CPI print, Former Fed official Quarles reacts, Under-the-radar chip play 2/14/23
The major averages had a volatile session as Wall Street tried to make sense of a hotter-than-expected inflation report. Former Fed Vice Chairman for Supervision Randal Quarles discusses the print and how it could impact the Fed’s rate strategy. KeyCorp CEO Chris Gorman also talks inflation and gives his view on the state of the consumer and the lending market. The CEO of under-the-radar chips play Cadence Design Systems breaks down his company ’s quarter and the outlook for the sector. Plus why Palantir saw a huge pop, Zoetis’s CEO on the avian flu, and why Bank of America thinks Nvidia could be a big winner in the AI wars.
2/14/2023 • 42 minutes, 20 seconds
Closing Bell+ Exclusive: Bank of America Chairman & CEO Brian Moynihan 2/14/23
CNBC’s Sara Eisen sits down with Brian Moynihan, Bank of America CEO, in an exclusive interview to discuss his thoughts on consumer spending, 2023 expectations and mortgages.
2/14/2023 • 10 minutes, 49 seconds
Closing Bell Overtime: Countdown to CPI 2/13/23
A lot is a riding on tomorrow’s CPI, with investors wondering what different scenarios could mean for your money. Lauren Goodwin of New York Life gives her take on what’s at stake. Plus, top financial advisor Rich Saperstein gives his outlook for stocks. And, Josh Bennett of Weatherbie Capital breaks down some under-the-radar growth plays for your portfolio.
2/13/2023 • 44 minutes, 6 seconds
Closing Bell: Stocks rebound ahead of CPI, Fanatics CEO on sports merch, the “no landing” scenario 2/13/23
Stocks rose to start the week ahead of Tuesday’s key inflation report, which investors will focus on for clues about the Fed’s next move. Wall Street Journal reporter Nick Timiraos joins to discuss the increased rumblings on Wall Street of a “no landing” scenario. Wells Fargo’s Chris Harvey talks about his call that the bear market is over, but the bull market is stuck in traffic. The CEO of Fanatics breaks down the demand for sports merchandise following the Super Bowl, and talks about opportunities in livestreamed shopping and his prospects in the IPO market. Edgewell’s CEO gives his read on the consumer and talks about a warning from Walmart telling suppliers not to raise prices. Plus the latest on Microsoft’s continued strength, another pop for Meta, and Ford’s newest EV move.
2/13/2023 • 42 minutes, 49 seconds
Closing Bell Overtime 2/10/23
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
2/10/2023 • 44 minutes, 28 seconds
Closing Bell: Mixed session to end the week, Gary Vaynerchuk on Super Bowl Ads, Google employee dissent 2/10/23
The major averages saw mixed action to close out a mostly downbeat week on Wall Street. Warren Pies from 3Fourteen Research discusses the technical levels he’s watching in the S&P 500, and a potential false buy signal that could trick investors. Content and advertising expert Gary Vaynerchuk talks about the record $7 million price tag for Super Bowl ads, and why he thinks they’re still underpriced. Michelle Meyer from Mastercard breaks down the muddled picture on the consumer – as sentiment tops estimates but color from earnings calls comes in mixed. Plus the latest on employee dissent at Google over its AI unveil, and Lyft’s earnings disaster.
2/10/2023 • 43 minutes, 11 seconds
Closing Bell: Overtime: Where Does the Rally Go From Here? 2/9/23
“Too soon to declare victory over inflation” – that’s what JP Morgan’s Jamie Dimon says. So, where is the rally really going from here? Bryn Talkington of Requisite Capital Management gives her take. Plus, instant reaction to Lyft, PayPal and Expedia results. And, Mike Santoli explains what he is watching as we head into the final trading day of the week.
Stocks sell off on rising fears the Federal Reserve will raise interest rates higher than investors are expecting. Cantor Fitzgerald's Eric Johnston and Fairlead's Katie Stockton explain why they are both skeptical of the recent rally and believe the market could keep falling. Disney taking investors on a roller coaster ride after reporting better than expected earnings. Rosenblatt's Barton Crockett raised his price target on the stock and explains why investors should buy the stock on the pullback. JPMorgan CEO Jamie Dimon says it's too early to declare victory against inflation. Bank of America Securities Economist Michael Gapen tells us whether he agrees. Sunnova CEO John Berger discusses the demand for solar panels amid concerns about the economy and consumer spending.
2/9/2023 • 43 minutes
Closing Bell: Overtime: Disney Earnings Breakdown 2/8/23
A parade of earnings hit the tape in Overtime – with investors squarely focused on Disney. Instant shareholder analysis from Sand Hill Global’s Brenda Vingiello and Patti Brennan of Key Financial. Plus, Disney CEO Bob Iger announced a big restructuring on the company’s conference call. Jim Lebenthal of Cerity Partners gives his first reaction to that news.
2/8/2023 • 46 minutes, 59 seconds
Closing Bell: Stocks pull back, CVS CEO on multi-billion dollar deal, Under Armour founder on inventory, Bard’s Blunder 2/8/23
Stocks pulled back in Wednesday trading amid more earnings and concerns around the Fed’s rate hike path. CME CEO Terry Duffy breaks down the trading environment and the signals he sees from chair Powell. CVS CEO Karen Lynch joins for an exclusive interview on the back of earnings and a multi-billion dollar deal for Oak Street Health. Under Armour founder Kevin Plank and interim CEO Colin Browne discuss earnings and inventory issues. Plus the latest on Uber’s pop, a hiccup around Activision’s deal with Microsoft, and Bard’s blunder that sent shares of Alphabet lower.
2/8/2023 • 42 minutes, 42 seconds
Closing Bell Overtime: Whipsaw Ride in Stocks 2/7/23
The Fed chair spoke today – and his comments have investors wondering what could be in store for the future of the rally. Virtus’ Joe Terranova gives his market forecast. Plus, star VC Lo Toney of Plexo Capital gives his take on Microsoft’s big bet on artificial intelligence. And, Vanguard CEO Tim Buckley – who oversees more than $7T in assets – weighs in on the market and the fed.
2/7/2023 • 43 minutes, 59 seconds
Closing Bell: Powell sends market on rollercoaster ride, Clarida reacts, Chegg CEO on share plunge 2/7/23
: The major averages took a rollercoaster ride mid-session as Wall Street reacted to comments from Fed Chair Powell at the Economic Club of Washington. Former Fed Vice Chairman Richard Clarida joins to break down the messaging and to share his expectations for rate policy for the rest of the year. Shares of Chegg were in detention after the ed-tech company gave light revenue guidance. CEO Dan Rosensweig discusses what analysts might be missing in the outlook. Citi’s Jim Suva talks about Apple’s prospects in the growing A.I. race, as Microsoft unveils how it will integrate ChatGPT into search. Plus the latest on a pop for Zoom, and a potential healthcare deal in the works.
2/7/2023 • 43 minutes, 33 seconds
Closing Bell: Overtime: Time to Play Offense? 2/6/23
Is it time – for the first time in a long time – to play offense in this market? Vantage Rock’s Avery Sheffield gives her take. Plus, EMJ’s Eric Jackson makes the case for a slew of growth stocks. And, Mark Newton from Fundstrat breaks down the key levels he is watching to start the week.
2/6/2023 • 44 minutes, 18 seconds
Closing Bell: Stocks fall to start the week, C3.AI CEO on the AI boom, Ballooning tensions with China 2/6/23
Stocks fell to start the week, but closed well off the worst levels of the session, as investors await a number of big earnings and a key speech from Fed chair Powell on Tuesday. The Nasdaq saw the sharpest declines, finishing lower by around 1%. Toni Sacconaghi from Bernstein and David Rolfe from Wedgewood Partners discuss the prospect of a lost decade for tech investors. The CEO of C3.AI talks about his stock’s huge run amid the buzz surrounding AI and ChatGPT. Anna Ashton from Eurasia Group breaks down the implications of the US’s decision to shoot down a suspected Chinese spy balloon. Plus the latest on big pullbacks for RH and Tyson Foods, and the buzz surrounding a drug side-effect dubbed “Ozempic face.”
2/6/2023 • 42 minutes, 58 seconds
Closing Bell: Overtime: Big Win for the Bulls? 2/3/23
After a big week for the markets – the question remains: did the bulls get the leg up they were looking for? John Mowrey of NFJ Group gives his take. Plus, big tech shareholder George Seay weighs in on the state of the sector after a parade of earnings. And, market expert Mike Santoli’s Last Word as we head into a fresh week of trade.
2/3/2023 • 44 minutes, 5 seconds
Closing Bell: Jobs shocker, NEC Director responds, Mega-cap tech falls short, PNC CEO on the consumer 2/3/23
Stocks declined in Friday trading following a blowout jobs number that nearly tripled estimates, and on the back of weakness in the tech sector after disappointing results from Amazon and Alphabet. National Economic Council Director Brian Deese breaks down what he called a “surprisingly strong” headline jobs number. Youssef Squali from Truist discusses his outlook for Alphabet and Amazon on the back of soft earnings. PNC CEO Bill Demchak talks about the signs he’s seeing from consumers and the state of the lending business. Plus the latest on Ford’s pullback, Starbucks and Apple results, and Ryan Cohen’s new target.
Amazon, Alphabet and Apple all reported quarterly results in Overtime. Stephanie Link of Hightower, Dan Ives of Wedbush and CIC Wealth’s Malcolm Etheridge give their all-star analysis. Plus, Mike Santoli breaks down all these big reports and what it could mean for the broader market picture.
2/2/2023 • 46 minutes, 25 seconds
Closing Bell: Nasdaq surges, Meta’s monster quarter, Digesting the Fed, Hot homebuilders 2/2/23
It was a mixed session for the major averages as the Nasdaq surged following Meta’s results, while the Dow pulled back a bit and the S&P 500 traded in-between. Mark Mahaney from Evercore ISI breaks down Meta’s surge and the read-through for Alphabet and Amazon. Analyst Angelo Zino previews what to expect from Apple. Former PIMCO Chief Economist Paul McCulley and G Squared’s Victoria Greene discuss the messaging from the Fed. Jonny Fine from Goldman Sachs talks opportunities in the credit market. Plus the latest on Disney’s activist battle, the CEO of homebuilder Meritage Homes on earnings, and why owning chickens to fight egg inflation isn’t all it’s cracked up to be.
2/2/2023 • 43 minutes, 11 seconds
Closing Bell: Overtime: What’s Next for your Money? 2/1/23
Investors are digesting all of today’s key Fed developments and are looking ahead to some critical earnings reports in the next 24 hours. Ritholtz Wealth Management’s Josh Brown gives his forecast for stocks. Plus, instant reaction to Meta’s results from Hightower’s Stephanie Link. And, DoubleLine’s Jeffrey Gundlach gives his exclusive, first take on the Fed and where he is seeing opportunity in the market.
2/1/2023 • 49 minutes, 14 seconds
Closing Bell: Powell presser pumps up market, Gary Cohn reacts, Big earnings movers 2/1/23
Stocks rallied during Fed chair Jerome Powell’s news conference after the Fed announced its decision to raise rates by 25 basis points, with investors keying in on Powell’s comments around taming inflation. Former NEC Director Gary Cohn joins for an extensive breakdown of the decision and Powell’s words. David Zervos from Jefferies discusses the impact on the market and for investors. Plus why AMD and Peloton surged on earnings, and what to watch from Meta’s results.
2/1/2023 • 37 minutes, 52 seconds
Closing Bell: Overtime: Critical 48 Hours for your Money 1/31/23
The next 48 hours will be critical for stocks and your money – with the Fed decision and news conference with Jay Powell along with some high stakes earnings. Virtus Investment’s Joe Terranova gives his set-up. Plus, top chips analyst Stacy Rasgon gives his instant reaction to AMD’s quarterly results. And, Snap shares got slammed in Overtime. So, could this spell trouble for Meta? Alex Kantrowitz of Big Technology breaks down what he’s expecting.
1/31/2023 • 44 minutes, 28 seconds
Closing Bell: Strong ending to a strong month, FCC Commissioner on potential TikTok ban, Visa CEO on consumer spending 1/31/2023
The major averages climbed in Tuesday trading to cap off a solid month of gains, finishing the session at the highs. Tony Dwyer from Canaccord Genuity joins to discuss the strength this month and what he expects from Wednesday’s Fed Decision. FCC Commissioner Brendan Carr weighs in on calls for a TikTok ban and a further crackdown on Huawei. Visa CEO Al Kelly gives his outlook for the consumer and the payments industry in his last interview before stepping down as head of the company. Plus the latest on GM’s earnings beat, Exxon facing heat from the White House, and the key factor driving Spotify’s user growth.
The days ahead could change the road of this market for months to come, with the Fed meeting starting tomorrow and earnings from more big tech names and the all-important jobs report on Friday. Trivariate’s Adam Parker breaks down what is at stake. Plus, the ultimate bull versus bear debate between Ed Yardeni of Yardeni Research and Eric Johnston of Cantor Fitzgerald spar over their market forecasts. And, is this year’s early rally really sustainable? Skybridge Capital’s Anthony Scaramucci explains his forecast for stocks and the Fed.
1/30/2023 • 44 minutes, 29 seconds
Closing Bell: Stocks pull back to start huge week of catalysts, Dan Niles previews tech earnings, Charting Tesla 1/30/23
Stocks fell to kick off a week filled with market-moving catalysts, including Wednesday’s Fed decision and key earnings from mega-cap tech. Warren Pies from 3Fourteen Research breaks down whether or not the Fed can engineer a soft landing. Satori Fund’s Dan Niles discusses his picks ahead of earnings this week from Meta, Alphabet, Apple, and Amazon. Chart expert Jeff DeGraaf takes a closer look at Tesla’s big year-to-date run. Plus the latest on Sofi’s pop, J&J’s slump, and China’s potential competitor to ChatGPT.
1/30/2023 • 42 minutes, 45 seconds
Closing Bell: Overtime: Trading the Market’s Next Move 1/27/23
Investors are gearing up for a massive week ahead. So, what’s at stake for your money? Wharton School professor Jeremy Siegel gives his forecast for the Fed, stocks and more. Plus, Courtney Garcia of Payne Capital says forget tech! She explains where she is seeing opportunity in the market right now. And, Capital Wealth Planning’s Kevin Simpson breaks down his latest trades and some new top picks for your portfolio.
1/27/2023 • 44 minutes, 5 seconds
Closing Bell: Another week of gains, Former Fed Vice Chair weighs in, Debating Tesla’s valuation 1/27/23
Stocks closed out another week of gains on a mostly positive note, despite a big drop for Intel on the back of brutal earnings and guidance. Analyst Matt Bryson and Emily Hill from Bowersock Capital discuss Intel’s pullback and the readthrough for the rest of the chips space. Aswath Damodaran, the “Dean of Valuation,” breaks down this week’s huge upside move for Tesla and the level at which he thinks the stock is fairly valued. Former Fed Vice Chairman Richard Clarida discusses new inflation data and how that informs the Fed’s thinking ahead of next week’s interest rate decision. Plus the latest on American Express, Apple, and a potential bankruptcy for a major sports network.
1/27/2023 • 43 minutes, 34 seconds
Closing Bell Overtime: Recession Fears Fade = Rally Time? 1/26/23
Have those most imminent recession fears been pushed off enough that this rally can actually last longer than most thought? Kevin Gordon of Charles Schwab gives his forecast. Plus, Intel reported results in Overtime. Top chip analyst Stacy Rasgon gives his instant reaction. And, Mike Santoli’s Last Word on what he’s watching as we head into the final trading day of this busy week.
1/26/2023 • 44 minutes, 27 seconds
Closing Bell: Strong GDP boosts sentiment, Tesla drives a Nasdaq rally, Diageo buzzkill 1/26/23
Stocks rallied after GDP came in above expectations, giving a boost to investor sentiment, while the Nasdaq surged on strong Tesla earnings. Council of Economic Advisers Chair Cecilia Rouse joins to weigh on the state of the economy and inflation, and how that meshes with the recent wave of tech layoffs. Rouse also discusses news that Chevron is undertaking a $75 billion buyback, and how the White House views that use of capital. Meantime shares of spirits-maker Diageo fell on concerns about North American growth. CEO Ivan Menezes joins with his read on the US consumer and the boom in tequila. Plus the latest on Nike, IBM, and Southwest’s big hit from its holiday disruptions.
1/26/2023 • 43 minutes, 6 seconds
Closing Bell Overtime 1/25/23
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
1/25/2023 • 44 minutes, 11 seconds
Closing Bell: Stocks make another big comeback, Microsoft’s messaging, Sir Martin Sorrell on DOJ’s case against Google 1/25/23
Stocks staged another impressive intraday comeback in Wednesday trading, with the Dow erasing a 460 point loss. Microsoft was a big part of that reversal, initially falling on soft guidance but gaining ground throughout the session. Analyst Keith Weiss and Barbara Doran from BD8 Capital Partners discuss the messaging from Microsoft and the readthrough for the rest of tech earnings. Ad titan Sir Martin Sorrell joins to break down the DOJ’s case against Google, and what it means for other players in the space. Plus the latest on earnings from Boeing and AT&T, and why Wall Street is buzzing about Fed vice chair Lael Brainard.
1/25/2023 • 43 minutes, 3 seconds
Closing Bell Overtime 1/24/23
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
The Dow staging a late day comeback with a nearly 400 point swing following a mixed batch of corporate earnings. The Justice Department and eight states filing an antitrust lawsuit against Alphabet over its dominance in the digital advertising market. Colorado Attorney General Phil Weiser on why he is alleging Alphabet tried to control all sides of the advertising market and why that business should be broken up. Evercore ISI’s Mark Mahaney says the worst case for Alphabet is they are forced to spin off its ad business, which could end up being decent for investors. Cantor Fitzgerald CEO Howard Lutnick, who is also Chairman commercial real estate firm Newmark on why he thinks there could be a big rally in REITs this year. Bernstein’s Aneesha Sherman explains why she is downgrading Lululemon to sell and slashing her price target on the stock. And MoffettNathanson’s Sterling Auty on what he expects to hear when Microsoft reports earnings after the bell.
1/24/2023 • 44 minutes
Closing Bell: Overtime: Let it Ride or Ring the Register? 1/23/23
It’s shaping up to be a big week for your money, with the rally very much in question. So, should investors buy into the move or take the opportunity to sell? New Edge’s Cameron Dawson gives her take. Plus, Microsoft earnings on deck tomorrow evening. Lo Toney – Plexo Capital Founding Managing Partner – gives his set up into the big report. And, Bank of America’s Chris Hyzy is back with a big money warning. He explains the key headwinds every investor needs to keep an eye on.
Tech stocks leading the market higher as Wall Street gears up for another big week of corporate earnings. Semiconductor stocks among the big winners after a bullish call by Barclays. Wedbush’s Matt Bryson tells us whether he thinks the chips look cheap. Salesforce shares surging after two big investors took stakes in the software giant. Cowen’s Derrick Wood downgraded the stock on Friday and discusses whether he is reconsidering that bearish call. Former Council of Economic Advisers Chair Jason Furman reacts to a new survey showing recession fears are fading, but cautions strong consumer spending trends look unsustainable. And Compass CEO Robert Reffkin explains why he thinks the housing market may have hit a bottom at the end of 2022 despite the Federal Reserve’s plan to keep raising interest rates.
1/23/2023 • 42 minutes, 35 seconds
Closing Bell: Overtime: Strong Finish to a Bad Week 1/20/23
Stocks had a tough run this week, but did manage to rally in today’s session. Greg Branch of Veritas Financial gives his expert forecast. Plus, Goldman Sachs shares fell on a report from the WSJ saying the Federal Reserve is investigating the bank’s marcus consumer business. Wells Fargo’s Mike Mayo breaks down what is at stake. And, instant updates as Elon Musk testifies in a federal trial over his 2018 tweets about taking Tesla private.
1/20/2023 • 52 minutes, 37 seconds
Stocks Jump, Streams Come True and Alphabet’s A.I. Reinforcements 1/20/23
Stocks rallying on Wall Street, although the Dow & S&P 500 are lower for the week. Richard Bernstein Advisors CEO Rich Bernstein says January is historically a risk-on month, but he is cautious that the outperformance will last. JPMorgan Chief U.S. Economist Mike Feroli says the market may be misreading the Federal Reserve and that could prove to be a major headwind for stocks. Netflix one of the big tech winners after better than expected subscriber growth. Wedbush’s Alicia Reese lays out the case for why Netflix shares can keep rallying. Goldman Sachs shares under pressure on a report the Federal Reserve is probing its consumer business. One of the reporters that broke the story explains the specifics of the probe. And Oppenheimer’s Jason Helfstein discusses Alphabet reportedly asking founders Sergey Brin & Larry Page to help win the A.I. war with competitors like ChatGPT and how that could impact the stock.
1/20/2023 • 42 minutes, 49 seconds
Closing Bell: Overtime: First FANG Report in the Books 1/19/23
Netflix reported results in Overtime – that stock initially popping on the numbers. Shareholders Jason Snipe of Odyssey Capital and George Seay of Annadale Capital give their instant reaction. Plus, top technician Mark Newton from Fundstrat is raising the red flag on one key part of the market. And, Hightower’s Stephanie Link breaks down the key earnings reports she is watching next week.
1/19/2023 • 44 minutes, 22 seconds
Another Day in the Red, Rare Interview with Investment Banking Legend Ken Moelis 1/19/23
Stocks pulled back again Thursday, adding to steep losses from Wednesday’s session. Strategist Warren Pies from 3Fourteen Research weighs in on the market moves and new comments from Fed vice-chair Lael Brainard on inflation. Sara sits down with celebrated investment banker Ken Moelis for a wide-ranging interview from the World Economic Forum in Davos, where he explained why he sees a big ramp-up in activist investing ahead. Analyst Tim Nollen gives a preview of what to expect from Netflix earnings. Plus the latest on Meta, FTX, and the debt ceiling debate.
1/19/2023 • 42 minutes, 58 seconds
Closing Bell: Overtime: Rally Out of Steam? 1/18/23
Stocks pulling back today – perhaps being pushed along by more fed hawks talking about higher rates for longer, even as some suggest a soft-landing looks more likely. Ritholtz Wealth Management’s Josh Brown gives his instant reaction to an ugly close on Wall Street. Plus, the number one retail analyst – Matthew Boss – gives his forecast for the sector and breaks down his top pick. And, the key themes every investor needs to watch when Netflix results hit the tape tomorrow in Overtime.
1/18/2023 • 44 minutes, 25 seconds
Closing Bell: Stock losses accelerate, Optimism from Pepsico in Davos, Microsoft cuts 10,000 jobs 1/18/23
Stocks pulled back sharply in Wednesday trading as investors digested a batch of economic data and the latest signals from the Fed’s Beige Book. Bespoke’s Paul Hickey weighs in on the “soft landing” debate and what he sees in the market right now. Barbara Doran from BD8 Capital Partners breaks down where she sees opportunities. Sara sits down with the CEOs of Pepsico and ServiceNow at the World Economic Forum in Davos, where they struck an optimistic tone about the business environment. Plus the latest on Microsoft’s job cuts, retail sales, and Moderna’s RSV vaccine.
1/18/2023 • 43 minutes, 5 seconds
Closing Bell: Overtime: Pivotal Point for the Rally? 1/17/23
The market is at a pivotal point just as earnings season is getting ready to heat up. But can recent resiliency in stocks really last? Liz Young of Sofi weighs in. Plus, top technician Jonathan Krinsky is flagging two charts that he says are going to head in opposite directions. And, Moderna reported positive news from its RSV vaccine trial. Steve Weiss – a Moderna shareholder – gives his instant reaction.
1/17/2023 • 44 minutes, 20 seconds
Goldman Sachs weighs on the Dow, HP CEO on China supply chain, Williams-Sonoma CEO on the consumer 1/17/23
It was a mixed session for the major averages as Goldman Sachs weighed on the Dow, while the Nasdaq moved between gains and losses. CFRA’s Ken Leon discusses Goldman’s earnings, along with Morgan Stanley results and his outlook for the rest of the banks. Sara Eisen sits down the CEOs of HP and Williams-Sonoma at the World Economic Forum in Davos, to discuss their views on the economy, the consumer, China’s reopening, and the supply chain. Amit Daryanani from Evercore ISI joins to break down his bullish call on Apple. Plus the latest on a big drop for Travelers and Ryan Cohen’s new activist campaign.
1/17/2023 • 42 minutes, 42 seconds
Closing Bell: Overtime: Will Earnings Drive or Derail the Rally? 1/13/23
Earnings season is about the heat up. But, will it extend this early-year rally in stocks or derail it? Anastasia Amoroso of iCapital gives her take. Plus, 5-star stock picks from Capital Wealth Planning’s Kevin Simpson. He explains the big moves he’s making in his portfolio. And, Tesla shareholder Bryn Talkington of Requisite Capital gives her take on the slide in auto stocks amid pricing problems from the EV maker.
1/13/2023 • 44 minutes, 7 seconds
Closing Bell: Bank of America CEO on Earnings, Wells Fargo CFO Weighs In, Defense Downgrade 1/13/23
Stocks made an impressive comeback throughout the session after opening lower following big bank earnings. Bank of America CEO Brian Moynihan joins exclusively with his thoughts on the investment banking landscape, the possibility of a recession, and the state of the consumer. Sara also speaks with Wells Fargo’s CFO Mike Santomassimo for a look inside his quarter and the bank’s moves in the mortgage market. Plus the latest on Tesla, a tech warning, and Goldman Sachs analyst Noah Poponak on why he’s turning bearish on some defense names.
1/13/2023 • 42 minutes, 44 seconds
Closing Bell: Overtime: Time to Get More Positive on Stocks? 1/12/23
Another CPI report shows that inflation is cooling … and the Fed is still talking tough. So what’s next for stocks? Charles Schwab’s Liz Ann Sonders gives her take. Plus, Wells Fargo’s Mike Mayo breaks down what investors should be watching from big bank earnings. And, Solus’ Dan Greenhaus gives his forecast for earnings season.
1/12/2023 • 44 minutes, 19 seconds
Rare Interview with Nike CEO, Peltz Takes on Disney, Looking Ahead to Bank Earnings 1/12/23
Stocks rallied for a third-straight session after December inflation numbers showed a cooldown from the previous month. Holly Newman Kroft from Neuberger Berman discusses the CPI print and her take on the Fed’s strategy and market impact. Disney shares rallied after billionaire Nelson Peltz launched a fight to gain a board seat at the company. Analyst Peter Supino explains why he thinks Peltz’s ideas for Disney are “reasonable and collaborative.” Meantime Sara sits down for a rare interview with Nike CEO John Donahoe, where he gives his read on inflation and the strength of the consumer in America and China. Donahoe also discusses the decision to part ways with NBA star Kyrie Irving late last year. Plus the latest on chips, the banks, and crypto’s comeback.
1/12/2023 • 42 minutes, 58 seconds
Closing Bell: Overtime: Bracing for a Big Moment of Truth? 1/11/23
The critical CPI report hits tomorrow morning – so how might stocks react? Ritholtz Wealth Management Josh Brown gives his prediction. Plus, shares of Disney on the move in Overtime on the news that Nike Executive Chairman Mark Parker will be named Chairman of Disney and Nelson Peltz is seeking a seat on Disney’s board. Market expert Mike Santoli gives his instant reaction to Disney and what he’s expecting from CPI.
1/11/2023 • 46 minutes, 3 seconds
Stocks Jump, Inflation Nation & Strong Foundation 1/11/23
Stocks rallying ahead of Thursday's key inflation data. Investors betting inflation will continue to show signs of slowing. The Shelter Index was the largest contributor to inflation in November, but Zelman & Associates Director of Research Dennis McGill says he thinks rent prices are finally peaking. Kroger Chairman & CEO Rodney McMullen says food prices are holding steady, but believes there will be some moderation later this year. He also discusses how high prices are impacting consumer spending behaviors. JPMorgan Asset Management's Phil Camporeale says he is skeptical about the recent market rally and explains why he thinks bonds look more attractive than stocks. Beauty store retailer Ulta hitting another all-time high. D.A. Davidson's Michael Baker says this stock can keep rallying and be a strong foundation for your portfolio.
1/11/2023 • 42 minutes, 43 seconds
Closing Bell: Overtime: Is Momentum Building? 1/10/23
Can stocks keep this momentum going and build on the January gains as CPI looms later in the week? Joe Terranova of Virtus Investment Partners gives his take. Plus, three top stocks to play the China re-opening. And, Doubleline’s Jeffrey Gundlach holding his first webcast of the year. Market expert Mike Santoli gives his instant reaction to the biggest headlines.
1/10/2023 • 44 minutes, 18 seconds
Late-Day Pop, The Case for Coinbase, World Bank’s Warning 1/10/23
Stocks gained steam in the final hour of trading, with the Nasdaq seeing the biggest gains. Former PIMCO Chief Economist Paul McCulley discusses the latest signals from Fed officials, including Chair Powell, and his outlook for inflation ahead of Thursday’s CPI report. Coinbase was a major winner after announcing a new round of layoffs. Richard Repetto from Piper Sandler makes the case for more upside in the crypto exchange. Meantime the World Bank released a fresh outlook for global growth, showing a sharp reduction from its last forecast. World Bank President David Malpass joins to break down that report. Plus the latest on airlines, Microsoft, and a potential healthcare deal for CVS.
1/10/2023 • 42 minutes, 41 seconds
Closing Bell: Overtime: The Bostic Bombshell 1/9/23
The head of the Atlanta Fed suggested this afternoon that the fed is willing to go too far, if that’s what it takes to bring inflation down. NewEdge’s Cameron Dawson gives her take on what’s at stake. Plus, Fundstrat’s Tom Lee sees a 20% upside for stocks this year. He makes his case. And, market expert Mike Santoli’s first Last Word of the week.
1/9/2023 • 44 minutes, 32 seconds
Willing to Overshoot, Moderna's CEO On Vaccine Pricing & Getting Smoked 1/9/23
Stocks closing well off session highs after Atlanta Fed President Raphael Bostic said the Fed is willing to overshoot. Citi Private Bank Global Head Ida Liu says investors need to buckle up for more volatility, but reveals where she does see buying opportunities right now. Shares of Lululemon plunging after issuing a gross margins warning & Macy's selling off on a sales warning. Former Macy's CEO Terry Lundgren discusses whether retailers are starting to see cracks in consumer spending. Moderna CEO Stephane Bancel discusses his new Covid vaccine pricing strategy for when its government contract ends. And Tilray CEO Irwin Simon discusses the cannabis company's big revenue miss and whether there is any hope for a marijuana legalization bill in Congress now that the House is controlled by the GOP.
1/9/2023 • 42 minutes, 51 seconds
Closing Bell: Overtime: Soft Landing Back in Play? 1/6/23
Stocks surging today on the back of a strong jobs report. So, did a soft landing just become more likely? Virtus Investment’s Joe Terranova gives his take on the matter. Plus, the big case for small caps from Bank of America’s Jill Carey Hall. And, Former Dallas Fed President Richard Fisher gives his forecast for the fed.
1/6/2023 • 44 minutes, 24 seconds
Closing Bell: Stocks Soar, Inflation Easing & Legendary Value Investor Bill Miller's Top Picks 1/6/23
Stocks staging a big rally after the December jobs report showed wage growth is slowing, giving investors optimism that inflation may be cooling. Apollo Global Management Chief Economist Torsten Slock says this is a clear indication of a soft economic landing and should force the Federal Reserve to pause its interest rate hikes. Legendary Value Investor Bill Miller reveals his top stock picks for the new year and why he is still bullish on Bitcoin despite the collapse in cryptocurrencies following FTX's failure. Plus, the big stock he just took a larger short position in. And the CEO of Clear, which provides security screening at airports and stadiums, discusses the outlook for travel demand.
1/6/2023 • 52 minutes, 47 seconds
Closing Bell: Overtime: Billionaire Investor Leon Cooperman on the Markets 1/5/23
After an ugly day for stocks, legendary investor Leon Cooperman exclusively breaks down his forecast for stocks in 2023. Plus, Cooperman reveals his top stock picks for the year. And, Mike Santoli’s last word as we head into the final trading day of the week.
1/5/2023 • 44 minutes, 30 seconds
Stocks Sink, Jobs Jolt & Delta's CEO On Travel Demand 1/5/23
Stocks pulling back after the latest weekly jobless claims report came in stronger than expected, raising new concerns the Federal Reserve will continue to raise interest rates. Evercore ISI's Julian Emanuel lays out the case for why the S&P 500 could end 2023 higher despite recession and interest rate fears. Delta Air Lines CEO Ed Bastian discuss the outlook for leisure and business travel demand and why the carrier is now offering free in-flight WiFi. Strategas' Chris Verrone explains why he thinks investors should sell Apple and Microsoft shares during any rallies. And Bernstein's Stacy Rasgon says chip stocks are at or nearing a bottom. He reveals his top semiconductor picks.
1/5/2023 • 42 minutes, 59 seconds
Closing Bell: Overtime: Fed’s Hawkish Double Down 1/4/23
The Fed minutes quickly took some of the air out of stocks. So, what does it all mean to your money in the months ahead? Josh Brown of Ritholtz Wealth Management gives his take. Plus, star analyst Dan Ives has cut his price target on Apple. He explains why. And, top technician Mark Newton breaks down what the charts are saying about Tesla.
1/4/2023 • 44 minutes, 22 seconds
Fed minutes cool market, Salesforce job cuts, McCarthy and the market 1/4/23
The major averages were heading for solid gains throughout the session, but a hawkish tone in the Fed minutes put a pause on the rally. Anastasia Amoroso from iCapital weighs in on the Fed’s messaging and the impact on her outlook. Cowen CEO Jeff Solomon discusses his outlook for IPOs in 2023 and what needs to happen to jumpstart new listings. Mark Zandi from Moody’s breaks down the slew of job cuts in the tech sector, including news today of layoffs at Salesforce. Plus what Kevin McCarthy’s contentious House Speaker bid means for the market, and the latest on Microsoft, Amazon, and Chinese tech.
1/4/2023 • 42 minutes, 46 seconds
Closing Bell: Overtime: New Year, Same Struggles? 1/3/23
Are investors in for any relief in 2023? Trivariate’s Adam Parker, Sofi’s Liz Young and CIC Wealth’s Malcolm Etheridge give their expert takes. Plus Cheryl Young of Rockefeller Global Family Office gives her 2023 big tech playbook. And, Mike Santoli’s first last word of the year.
1/3/2023 • 44 minutes, 21 seconds
Stocks Storm Back, Tesla Tanks & Block-Buster Idea 1/3/23
Stocks making a big comeback during the first trading day of 2023. Jefferies' David Zervos says he expects another choppy year, but does not think we will see another 20% broad market sell off. Former Fed Vice Chair Roger Ferguson on why the Fed could pause its interest rate hike strategy by mid-year and whether rate cuts could be in the cards. Telsa shares plunging after falling short of 2022 delivery targets. Roth Capital's Craig Irwin explains why more pain could be ahead for the EV maker. And Baird's David Koning discusses why he upgraded shares of Block and why it could be a huge winner this year.
1/3/2023 • 42 minutes, 38 seconds
Closing Bell: Overtime: Dismal Year for Stocks 12/30/22
The 2022 trading year is officially in the books. After one of the worst performances on record for stocks, where do we go from here? Professor Jeremy Siegel of the Wharton School gives his expert market opinion. Plus, NewEdge’s Cameron Dawson is calling 2022 “the year the bubble died.” She explains and gives her forecast for next year. And, Mike Santoli’s Last Word of the year! He tells us why stocks’ disappointing performance could actually be a good thing for investors.
12/30/2022 • 44 minutes, 31 seconds
Closing Bell 12/30/22
From the open to the close, "Closing Bell" has you covered. From what’s driving market moves to how investors are reacting, Closing Bell guides listeners through each trading session and brings to you some of the biggest names in business.
12/30/2022 • 42 minutes, 49 seconds
Closing Bell: Overtime: Buying Opportunity for Apple & Big Tech? 12/29/22
Despite today’s bounce, it is still the worst year for Apple since 2008. So, is now the time for long term investors to buy? Virtus Investment Partners’ Joe Terranova gives his expert take. Plus, star venture capitalist Rick Heitzmann gives his outlook for the tech sector and Silicon Valley. And, Mike Santoli gives his Last Word ahead of the final trading day of the year.
12/29/2022 • 44 minutes, 29 seconds
Year-end rally arrives, Musk’s message to Tesla employees, Top consumer picks 12/29/22
Stocks rallied in the penultimate session of the year, with the Nasdaq leading the gains, closing higher by more than 2.5%. Market experts Tom McClellan and Kathryn Rooney Vera weigh in on the rally and their outlook for stocks in the new year. Tesla rebounded from its recent softness, helping lead the Nasdaq charge. CNBC.com’s Lora Kolodny reports on a new memo from Elon Musk, telling employees to ignore the “stock market craziness.” Analyst Sharon Zackfia from William Blair discusses her top consumer discretionary pick for 2023. Plus the latest on Netflix, chips, and reports of coming layoffs at Goldman Sachs.
12/29/2022 • 42 minutes, 37 seconds
Closing Bell Overtime 12/28/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
12/28/2022 • 44 minutes, 4 seconds
Stocks Sink, Getting Defensive & Outlook for Venture Capital 12/28/22
No signs of a Santa Claus rally as stocks sell off into the close. Investors were spooked after the U.S. announced it will require travelers from China to show a negative covid test starting January 5th. Rosenberg Research President David Rosenberg discusses this year end sell off and why he is bullish on defense stocks. And Venture Capitalist Alexis Ohanian reveals his outlook for startups, crypto and tech regulation in the new year. Plus, he weighs in on Elon Musk's acquisition of Twitter and whether he'd be interested in becoming the next CEO of the social media company.
12/28/2022 • 46 minutes, 28 seconds
Closing Bell: Overtime: Trading Tesla’sClosing Bell: Overtime: Trading Tesla’s Turbulent Year 12/27/22 Turbulent Year
Tesla is on pace for its worst year-ever. So, what continues to drive the selling and when could it stop? Our all-star panel of Wedbush’s Dan Ives, EMJ’s Eric Jackson and Puck News’ William Cohan give their expert takes. Plus, Dan Greenhaus of Solus Asset Management gives his forecast for 2023. And, Shannon Saccocia of SVB Private breaks down big tech’s bad year and what might lie ahead for the sector in the New Year.
12/27/2022 • 44 minutes, 27 seconds
Final trading week of the year, Tesla tumbles again, Southwest mess 12/27/22
Stocks closed mostly lower as the final week of the year gets underway. Tesla was a major underperformer once again, as the stock tracks for its worst year ever. Analyst George Gianarikas joins to explain why he’s maintaining his buy rating on the stock. Southwest Airlines also saw sharp declines following operational headaches in the wake of the deadly winter storm. Journalists Alison Sider and Kyle Arnold weigh in on new calls from senators for Southwest to compensate passengers. Former Macy ’s CEO Terry Lundgren discusses new data from Mastercard showing holiday sales grew 7.6% in the U.S. Plus the latest on chip stocks, Peloton, and Biotech bets for the new year.
12/27/2022 • 42 minutes, 42 seconds
Closing Bell Overtime 12/23/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
12/23/2022 • 37 minutes, 50 seconds
Stocks higher ahead of holiday weekend, Howard Marks sees a “sea change” 12/23/22
Stocks closed mostly higher after a volatile session on Wall Street ahead of the long holiday weekend. Investing legend Howard Marks joins for an extended interview on his market outlook, including why he thinks we may be in the midst of the third “sea change” in the market during his career. Venture capitalist and regulatory expert Bradley Tusk weighs in on Microsoft’s response to the FTC’s antitrust suit against its deal to buy Activision. Plus the latest on Tesla, the holiday travel nightmare, and the government spending bill.
12/23/2022 • 42 minutes, 56 seconds
Closing Bell Overtime 12/22/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
12/22/2022 • 43 minutes, 49 seconds
December selling resumes, Tesla tanks, NEC Director on GDP 12/22/22
Stocks closed lower but well off the worst levels of the session, as bearish comments from investor David Tepper and mixed data hit investor sentiment. National Economic Council Director Brian Deese breaks down GDP data and his outlook for inflation and energy prices. Tesla was the worst performer in the S&P 500 on news of price cuts for some U.S. models. Former Ford CEO Mark Fields discusses the pullback, and former Nasdaq CEO Bob Greifeld weighs in on the broader pullback for the tech sector. Plus the latest on chip stocks, Sam Bankman-Fried, and the pain for cloud stocks.
12/22/2022 • 46 minutes, 39 seconds
Closing Bell: Overtime: Micron Earnings and the Revival of the Year-End Rally 12/21/22
Stocks climbed for a second day today, only the second time the S&P 500 and Nasdaq have seen back-to-back gains this month. Ritholtz Wealth Management’s Josh Brown, SoFi’s Liz Young and Key Financial’s Patti Brennan unpack whether a year-end rally is back in play. Plus, instant reaction to Micron falling after announcing a 10% headcount reduction for 2023 in its earnings report. And, JPMorgan’s Chair of Global Research Joyce Chang reveals where she sees the most opportunity abroad.
12/21/2022 • 1 hour, 11 minutes, 21 seconds
Closing Bell: Overtime: New Hopes for Year-End Rally? 12/20/22
Do today’s gains offer any hope for a year-end rally? Virtus’ Joe Terranova gives his expert take. Plus, instant reaction to Nike results from top analyst Simeon Siegel. And, Charter Equity Research’s Ed Snyder breaks down the key themes investors need to be watching ahead of Micron’s report tomorrow after the bell.
12/20/2022 • 42 minutes, 21 seconds
Losing Streak Snapped, Central Bank Shocker & Gone To The Dogs 12/20/22
Stocks rising and snapping a 4-day losing streak. Bond yields surging after an unexpected policy shift by the Bank of Japan. Former Fed Governor Randy Kroszner discusses the impact that move could have on the global markets. Barclays Jason Goldberg on what Wells Fargo's record $3.7B settlement with the CFPB over customer abuses related to bank accounts, mortgages and auto loans means for the stock. And CFRA's Arun Sundaram discusses why weak pet food sales are dragging down General Mills' stock despite stronger than expected earnings.
All three major averages erased early gains to finish in the red, but closed well off their session lows. Chris Hyzy of Merrill and Bank of America Private Bank breaks down pockets of upside opportunity for emerging investors. Plus, top technician Jeff DeGraaf is seeing some trouble for Apple in the charts. He explains what investors need to watch. And, former Tesla board member weighs in on Elon Musk and the future of the company.
12/19/2022 • 43 minutes, 47 seconds
Stocks slip, META takes heat, Disney drops, Private market warning 12/19/22
Stocks fell in Monday trading following two straight down weeks for the major averages. Dan Suzuki from Richard Bernstein Advisors weighs in on the market move and the most important catalyst for stocks in 2023. Tech was hit hard, with Meta among the underperformers as regulatory headwinds rise on both sides of the Atlantic. Brent Thill from Jefferies joins to discuss the impact of EU and FTC fights on the stock. Ruchir Sharma from Rockefeller International breaks down his warning for private markets. Plus the latest on Moderna, Tesla, and Disney’s post-Avatar pullback.d
12/19/2022 • 43 minutes, 17 seconds
Closing Bell Overtime 12/16/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
Stocks selling off again as the major averages fall for a second straight week on rising recession fears. Fmr. Federal Reserve Vice Chair Richard Clarida says the Federal Reserve will ultimately bring down inflation with its rate hikes, but doesn't think that will result in a severe recession. Wolfe Research's Chris Senyek explains why he thinks stocks will fall 20% from here. MKM Partners Rohit Kulkarni and Loup Ventures Managing Partner Gene Munster discuss whether they see buying opportunities in beaten down tech stocks. And Canyon Partners Co-Founder Josh Friedman says the recent sell off is creating buying opportunities in the distressed debt market.
12/16/2022 • 43 minutes, 48 seconds
Closing Bell: Overtime: Recession Fears Slam Stocks 12/15/22
How bad could it get for your money at a time when many investors were planning for a year-end rally? Cantor Fitzgerald’s Eric Johnston gives his forecast. Plus, BTIG’s Jonathan Krinsky charts today’s sell-off. And, EMJ’s Eric Jackson breaks down the tech trade after the Nasdaq fell 3%.
12/15/2022 • 46 minutes, 33 seconds
Stocks Sink, Fed Hangover & Jim Cramer On The Sell Off 12/15/22
Stocks selling off on increasing fears the Federal Reserve's interest rate hikes are sending the economy into a recession. Renaissance Macro Research's Neil Dutta explains why he is actually bullish on the economy and what that means for the market. Bespoke's Paul Hickey says historically the market tends to rally during the second half of December. Mad Money's Jim Cramer says he is buying during this market sell off and reveals the stock he just added to his investing club portfolio. Wedbush's Dan Ives discusses Tesla shares hitting a 52-week low and why he thinks Elon Musk's purchase of Twitter is really hurting the stock and brand. Evercore ISI's C.J. Muse discusses his bullish call on beaten down semiconductor stocks. And Cowen CEO Jeff Solomon discusses the outlook for M&A in 2023.
12/15/2022 • 1 hour, 5 seconds
Closing Bell: Overtime: The Fed & Your Money 12/14/22
DoubleLine’s Jeffrey Gundlach gives his exclusive first reaction to today’s Fed decision and Jay Powell’s news conference. Plus, Meera Pandit of JP Morgan Asset Management explains how to position your portfolio in this market environment. And, Mike Santoli’s last word on the Fed and what he’s watching as we head into a new trading day.
12/14/2022 • 47 minutes, 13 seconds
Rollercoaster Ride & Fed-Fueled Fall 12/14/22
Stocks swinging by nearly 600 points after the Federal Reserve raised interest rates by an expected 50 basis points, but the central bank said it sees rates higher for longer. Former National Economic Council Director Gary Cohn explains why he thinks the Fed is getting closer to a rate hike pause and the possibility the Fed could even cut rates by the end of next year. Current National Economic Council Director Brian Deese says the White House still sees signs of a resilient consumer and labor market, but that more work needs to be done to see inflation come down. And Jefferies Chief Market Strategist David Zervos
Stocks initially rallied on the CPI report, but quickly reversed course. So, what does this volatile price action mean ahead of tomorrow’s critical Fed meeting and news conference? Solus’ Dan Greenhaus, Virtus’ Joe Terranova and New York Life Investments’ Lauren Goodwin give their expert takes. Plus, CNBC’s Steve Kovach breaks down a late-breaking developing story about Apple’s app store. Plus, a late-day trade alert from Halftime Committee member Steve Weiss. He explains why he’s doubling down on one health care name.
12/13/2022 • 43 minutes, 55 seconds
Wild Market Swing, Inflation Cooling & Former Madoff Attorney On Sam Bankman-Fried 12/13/22
The Dow giving up a 700-point gain at the open despite new signs inflation is cooling. Investors now awaiting tomorrow's Federal Reserve's decision on interest rates. Neuberger Berman's Holly Newman Kroft thinks the market is getting ahead of itself on inflation and says investors should be selling into any rallies right now. Bank of America Head of U.S. Rate Strategy Mark Cabana explains why the bond market is sending signals that the economy may be heading for a soft landing and how that could impact the Fed's rate hike strategy. Jefferies' Michael Yee on whether investors should be buying shares of Moderna following optimistic data for its experimental skin cancer vaccine. And Mintz & Gold Partner Ira Lee Sorkin, who represented Bernie Madoff in his fraud trial, reacts to the government's charges against FTX Founder Sam Bankman-Fried and explains why he thinks there will be more indictments in this case.
12/13/2022 • 42 minutes, 52 seconds
Closing Bell: Overtime: Critical 48 Hours for your Money 12/12/22
The next two days could change the direction of your money for months, with CPI tomorrow and the Fed decision on Wednesday. Trivariate’s Adam Parker breaks down what is at stake. Plus, veteran energy trader Mark Fisher reveals his latest trades. And, Hightower’s Stephanie Link made a late-day move in the chip space. She breaks down that move.
12/12/2022 • 44 minutes, 22 seconds
Stocks Rally, Merger Monday & No Time To Buy 12/12/22
Stocks surging on Wall Street and rebounding from the worst week since September. Investors bidding up stocks ahead of a key inflation reading and the latest Federal Reserve decision on interest rates. A trio of big mergers also giving the bulls momentum. Wells Fargo Investment Institute's Sameer Samana isn't a believer in today's rally. He lays out the case for staying bearish and why this is no time to buy. Lazard CEO of Financial Advisory Peter Orszag explains why he thinks the Fed should pause its interest rate hikes. Plus, he discusses whether the acquisitions of Horizon Therapeutics, Coupa Software and Weber are signalling a big year for dealmaking in 2023. RBC Capital Markets' Rishi Jaluria discusses whether the $8B buyout of Coupa could signal more acquisitions in the struggling software industry. And Bitfury CEO Brian Brooks discusses Sam Bankman-Fried's testimony before Congress tomorrow over FTX's collapse and how lawmakers should regulate the crypto industry to ensure another failure doesn't happen.
12/12/2022 • 42 minutes, 49 seconds
Closing Bell: Overtime: Stocks Slip in Late-Day Sell-Off 12/9/22
All three major averages finished at session lows after hovering near the flat line for most of the day. Now, investors are gearing up for a busy week ahead. Josh Brown from Ritholtz Wealth Management gives his forecast for what’s at stake. Plus, top technician Chris Verrone breaks down the three charts showing serious strength right now. And, Bank of America’s Francisco Blanch drills down on the big slide in oil.
12/9/2022 • 44 minutes, 14 seconds
Stocks Slide, Bank of America's CEO & Pulse Of Luxury Spending 12/9/22
Stocks falling again with the major averages posting their worst week since September following a higher than expected reading on inflation. Canaccord's Tony Dwyer discusses whether this slow start to December will continue into the end of the year. Bank of America Chairman & CEO Brian Moynihan discusses what the U.S. needs to do to increase competitiveness with other countries, whether he thinks a recession is on the horizon, the outlook for the real estate market and much more. And Saks CEO Marc Metrick weighs in on whether he sees any cracks in the luxury spending market.
12/9/2022 • 43 minutes, 23 seconds
Closing Bell: Overtime: Strength Under the Surface? 12/8/22
Could the market actually be stronger than it seems? NewEdge’s Cameron Dawson gives her take on whether investors should bet on a new bounce? Plus, the FTC is taking aim at Microsoft and Activision Blizzard. We discuss what could be at stake for future mergers. And, Tesla tumbling recently – but one tech fund manager says now might be a good time to get in on that trade. EMJ’s Eric Jackson explains that take.
12/8/2022 • 43 minutes, 43 seconds
Stocks Bounce Back, Commerce Secretary On Chips & Game Over? 12/8/22
The S&P 500 snapping a 5-day losing streak, it's longest since October, as investors hunt for bargains. The FTC suing Microsoft to block its nearly $70B acquisition of video game publisher Activision Blizzard. Former FTC Commissioner Mozelle Thompson explains why this could be a tough fight in court for Microsoft. Lightshed's Brandon Ross discusses what will happen to Activision's stock if this deal is broken up. Commerce Secretary Gina Raimondo discusses how the government is deciding which semiconductor stocks will get money from the Chips Act and whether there are plans to expand China export controls on next generation chips. Etsy CEO Josh Silverman weighs in on the outlook for consumer demand amid increasing fears of a recession.
Stocks stuck in a frustrating, directionless, no-movement mode. So, does your money have a real chance of getting anything going over the next few months? Sofi’s Liz Young gives her take. Plus, star venture capitalist Rich Heitzmann weighs in on the “new normal” for tech investors. And, Mike Santoli’s breaks down on market sentiment in his Last Word.
Stocks struggling for direction on lingering recession fears. The CEO's of both Citigroup and JP Morgan raising fresh concerns about a recession. JP Morgan Chief U.S. Economist Michael Feroli says economic growth this quarter has been strong, but the odds of a recession next year are increasing. Bank stocks have been significant underperformers recent. Barclays' Jason Goldberg explains why he sees buying opportunities for the big banks, but Hennessy Funds' David Ellison is more cautious because he sees more headwinds for the banks. Cowen's Helane Becker discusses why she thinks airline stocks are oversold and reveals her top picks. Goldman Sachs' Jonny Fine weighs in on the recent decline in treasury yields and why he predicts we will never see the Federal Reserve raise interest rates by 75 basis points again. And Bluebell Capital Co-Founder Giuseppe Bivona explains why he is calling for Blackrock CEO Larry Fink to step down for what he says is "hypocrisy" over the asset manager's ESG messaging.
12/7/2022 • 42 minutes, 59 seconds
Closing Bell Overtime 12/6/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
12/6/2022 • 46 minutes, 46 seconds
Closing Bell: Stocks Slump, Massive Chip Investment & Diamond In The Rough 12/6/22
Stocks sinking for a second straight day as investors continue to worry about a possible recession. President Biden visiting Taiwan Semiconductor's chip plant in Arizona after the company announced it is increasing its investment in the state's chip industry to $40B. Apple CEO Tim Cook announcing that his company will use chips made at that factory. Council of Economic Advisers Member Jared Bernstein discusses how many jobs this investment will create and how long it will take to help ease semiconductor supply chain issues. Goldman Sach's Luke Barrs reveals the two sectors he sees long-term buying opportunities in right now. Bank of America's Jill Carey Hall on why she is still so bullish on small cap stocks despite their continued underperformance versus the broader market. And Signet CEO Gina Drosos discusses the jewelry retailer's strong earnings and guidance and whether she sees any signs that consumer spending is slowing amid recession fears.
12/6/2022 • 42 minutes, 44 seconds
Closing Bell: Overtime: The Soft-Landing Scenario 12/5/22
Is the soft-landing scenario becoming more likely even in the face of more fed tightening? Solus’ Dan Greenhaus gives his take. Plus, top financials analyst Mike Mayo is betting on a turnaround for the sector. And, market expert Mike Santoli explains what he is watching after today’s sell-off.
12/5/2022 • 43 minutes, 50 seconds
Bell: Stocks sink to start week, Checking in on China, Furman’s Warning 12/5/22
Stocks pulled back hard to start the week, as new economic data caused more uncertainty about the Fed’s rate hike path. Former Council of Economic Advisers chair Jason Furman discusses how high he thinks the Fed will have to raise rates, and if a soft landing for the economy can be achieved. Katie Stockton from Fairlead Strategies and Alli McCartney from UBS give their take on the market pullback. Eurasia Group’s Ian Bremmer talks about the impact of a softer approach to Covid in China. Plus the latest on oil’s wild day, Tesla’s pullback, and why REITs are feeling the heat.
12/5/2022 • 42 minutes, 50 seconds
Closing Bell: Overtime: Your Year-End Forecast 12/2/22
What could be in store for stocks during the last days of this lousy year for the markets? Wharton Professor Jeremy Siegel gives his expert forecast. Plus, Cantor’s Eric Johnston makes the case for his bearish stance. And, we debate the new tech trade playbook.
12/2/2022 • 44 minutes, 45 seconds
Closing Bell: Dramatic Comeback, Jobs Jolt & Man of Steel 12/2/22
Stocks staging a big comeback after initially selling off following a stronger than expected November jobs report. Investors fearing the jobs data could force the Fed to be more aggressive with its rate hikes. LinkedIn Chief Economist Karin Kimbrough says the if you look beneath the headlines, the labor market is showing signs of cooling off, but it may not be enough for the Fed to feel comfortable. JPMorgan Asset Management's Jack Manley discusses why he doesn't think the Fed will be able to achieve a soft economic landing, although he is predicting a modest recession. Renaissance Macro's Jeff Degraaf discusses whether the recent market rally is the start of a new bull market or just a bear market bounce. Vital Knowledge Founder Adam Crisafulli says there may not be much room left for the market to rally. Steel stocks have been red hot this year. Nucor CEO Leon Topalian discusses what is driving steel demand and whether that strength can continue. And Tesla finally delivering its first electric semi truck, 5 years after unveiling its prototype. Loup Ventures' Gene Munster explains why he thinks Tesla's offering is putting the rest of the trucking industry on notice.
12/2/2022 • 42 minutes, 42 seconds
Closing Bell: Overtime: The Fate of the Year-End Rally 12/1/22
The rally taking a bit of a pause today after the big post-Powell pop. Altimeter’s Brad Gerstner gives his take and explains how he is positioning his portfolio. Plus, Larry Cordisco breaks down the fate of the tech trade. And, market expert Mike Santoli digs in on what he’s watching as we head into the final trading day of the week.
12/1/2022 • 44 minutes, 12 seconds
Closing Bell: Stocks Slide, December To Remember & Kroger CEO On Food Inflation 12/1/22
Stocks giving back some of Wednesday's huge gains as investors take profits ahead of Friday's key jobs report, which could have a big impact on the Fed's interest rate hike plans. Morgan Stanley Private Wealth Management's Katerina Simonetti says investors should remain defensive despite new signs the Fed's interest rate hikes may slow down. Wells Fargo's Jay Bryson explains why he thinks the economy remains relatively strong and any recession next year will likely be modest. Bespoke's Paul Hickey on whether the market will be able to carry its recent rally into December, which historically is a strong month for stocks. Kroger Chairman & CEO Rodney McMullen discusses the grocery chain's better than expected earnings, the outlook for food inflation and his testimony this week before the Senate over his company's pending merger with Albertsons. National Association of Manufacturers CEO Jay Timmons reacts to the looming Senate vote to avoid a massive rail strike and the outlook for the manufacturing sector amid concerns about the economy. And Evercore ISI's Mark Mahaney reveals the results of his annual online travel survey and the two stocks that should be the big winners from the current travel environment.
12/1/2022 • 43 minutes, 11 seconds
Closing Bell: Overtime: Stocks Surge after Powell’s Speech 11/30/22
Fed Chair Jay Powell’s speech sent stocks higher today – so will his comments help markets move even higher into the end of the year? Ritholtz Wealth Management’s Josh Brown gives his expert take. Plus, instant reaction to Salesforce numbers.
11/30/2022 • 43 minutes, 46 seconds
Closing Bell 11/30/22
From the open to the close, "Closing Bell" has you covered. From what’s driving market moves to how investors are reacting, Closing Bell guides listeners through each trading session and brings to you some of the biggest names in business.
11/30/2022 • 42 minutes, 59 seconds
Closing Bell: Overtime: Countdown to Powell Speech 11/29/22
How will Powell’s speech tomorrow impact the markets? Virtus’ Joe Terranova weighs in. Plus, iCapital’s Anastasia Amoroso is giving her year-end playbook and breaking down her recession forecast. And, market expert Mike Santoli tells us what he’s watching in tomorrow’s session and what he is expecting from Fed Chair Jay Powell.
11/29/2022 • 38 minutes, 21 seconds
Closing Bell: Markets Await Powell, Bill Nygren’s Top Picks, Liz Ann Sonders’ 2023 outlook 11/29/22
Stocks were range-bound in Tuesday trading as investors awaited a key speech Wednesday from Fed Chair Powell. Oakmark Portfolio Manager Bill Nygren joins with his top picks in this environment, and his thoughts on Bob Iger’s return to Disney. Liz Ann Sonders from Charles Schwab breaks down her brand new outlook for 2023. Meantime the latest housing data showed another slowdown in single family home prices. The CEO of homebuilder Taylor Morrison shares her expectations for real estate demand and her thoughts on the rental market. Plus the latest on Apple, the Kroger-Albertsons deal, and the head of the National Retail Federation on holiday shopping.
11/29/2022 • 42 minutes, 46 seconds
Closing Bell: Overtime: Year-End Rally in Jeopardy? 11/28/22
Stocks seeing a big slide as protests in China over COVID-19 lockdowns bring risks back into focus. So, does it doom a late year rally? Trivariate’s Adam Parker gives his forecast. Plus, the social soap opera that is Twitter took another dramatic turn today as Elon Musk takes aim at Apple over its advertising platform. Platformer’s Casey Newton and Big Technology’s Alex Kantrowitz weigh in. And, top retail analyst Matthew Boss breaks down the stocks he thinks will win the holiday season.
11/28/2022 • 43 minutes, 21 seconds
Closing Bell: China unrest spooks market, Cyber Monday sales outlook, The Fed’s latest signals 11/28/22
Civil unrest in China and hawkish commentary from the Fed sent global stocks tumbling in Monday trading. Anna Ashton from Eurasia Group and former Ambassador to China Max Baucus join to discuss the protests, and the potential impact on companies that do business there. Meantime early figures on holiday spending showed promise for retailers. The CEO of online sneaker and apparel platform GOAT joins to talk about his outlook for customers. Plus – venture capitalist Jihan Bowes-Little on Elon Musk’s leadership style, and the latest on Apple and Disney.
11/28/2022 • 43 minutes, 11 seconds
Closing Bell Overtime: Mixed Market, Crypto Recovery Fund & Shopping For Retailers 11/25/22
It was a mixed day on Wall Street. The Dow rallying more than 150 points while the S&P 500 and Nasdaq ending in the red, although all three major averages were higher for the week. Solus Alternative Asset Management's Dan Greenhaus says he is still bearish on the market because he thinks the Fed's rate hikes will have a more negative impact on the economy than many investors are expecting. Crossmark Global's Victoria Fernandez says she is buying on market weakness and reveals where she sees opportunities. SVB Private Chief Investment Officer Shannon Saccocia discusses the two sectors she thinks could be ready to break out. Quadratic Capital Management's Nancy Davis on why the market's inflation expectations may be overly optimistic. Neuberger Berman's John San Marco reveals the top retail stocks on his Black Friday shopping list. And Fundstrat Global Advisors' Tom Lee reacts to Binance's new crypto recovery fund and why he still recommends investors buy cryptocurrencies despite FTX's collapse.
11/25/2022 • 44 minutes, 18 seconds
Closing Bell: Mixed action on Black Friday, Apple’s China problem, Hottest brands on StockX 11/25/22
Stocks were mixed in a shortened Black Friday session, with the Dow turning in solid gains while the Nasdaq pulled back, weighed down by Apple amid production concerns in China. CNBC’s Eunice Yoon reports from Beijing with the latest on Apple’s iPhone factory protests. Analyst Dan Ives from Wedbush discusses the impact on supply for the holidays. Peter Boockvar from Bleakley Financial Group discusses the market action and his outlook for tech stocks. The CEO of sneaker and apparel platform StockX breaks down the hottest brand on his site for the holidays – and how controversy around Kanye West is impacting Yeezy sales. Plus the latest on Activision, Airlines, Tesla, and Manchester United.
11/25/2022 • 43 minutes, 10 seconds
Closing Bell Overtime: Fed Downshift Sparks Upside 11/23/22
Stocks pushed to a two-month high while bond yields sink. So, what’s ahead for markets and the Fed? Ritholtz Wealth Management’s Josh Brown gives his take. Plus, Ryan Detrick of Carson Group breaks down some big opportunity in small caps. And your Black Friday look ahead. CNBC’s Melissa Repko explains the 3 things every investor needs to be watching.
11/23/2022 • 43 minutes, 9 seconds
Closing Bell: Market Moves Higher, Focus On The Fed & Energy Outlook 11/23/22
Stocks trading higher after the minutes from the Federal Reserve's most recent meeting indicated the central bank plans smaller rate hikes in the next few months because of cooling inflation. Fmr. Kansas City Fed President Thomas Hoenig discusses how high interest rates could go and when he thinks the Fed could eventually pivot. Allspring Global Investments' Brian Jacobsen discusses how investors should be positioning ahead of smaller rate hikes by the Fed. Energy Aspects Head of Research Amrita Sen discusses the outlook for energy prices as oil slides and natural gas spikes. And D.A. Davidson's Michael Baker reveals the three retail stocks he thinks are recession proof.
11/23/2022 • 42 minutes, 36 seconds
Closing Bell: Overtime: Year-End Rally in the Cards? 11/22/22
Investors closely watching the push/pull of the market and the catalyst that could catapult stocks over the rest of 2022. But does one exist? Virtus’ Joe Terranova gives his take. Plus, Fundstrat’s Mark Newton breaks down the key levels he is watching ... and where he sees stocks going from here. And, Sofi’s Liz Young explains her volatility playbook.
11/22/2022 • 42 minutes, 57 seconds
Closing Bell: Stocks Rally, Mario Gabelli's Top Picks & Hopes For Housing 11/22/22
Stocks soar following a batch of strong retail earnings and expectations the Federal Reserve will slow its pace of interest rate hikes. Goldman Sachs Chief Economist Jan Hatzius on why he thinks the Fed will be able to achieve a soft landing and avoid an economic recession. Famed investor Mario Gabelli discusses the market rally, his top picks, Disney's CEO shakeup and why he is betting on baseball. Abercrombie & Fitch shares soaring after reporting strong earnings. CEO Fran Horowitz discusses the state of the consumer and how the company has been able to avoid inventory issues that many other retailers are struggling with. And JPMorgan's Michael Rehaut explains why he is turning more bullish on homebuilder stocks despite so many headwinds hitting the housing market.
11/22/2022 • 43 minutes, 20 seconds
Closing Bell Overtime: Debating a year-end rally 11/21/22
Investors closely watching the pause in the rally and whether it means the year-end jump for stocks is not in the cards. New Edge’s Cameron Dawson gives her take. Plus, why EMJ’s Eric Jackson thinks investors should fade the Disney C-suite shakeup. And, Mike Santoli says there is an asset class that is starting to crack again. He explains what it might mean for your money.
11/21/2022 • 44 minutes, 24 seconds
Closing Bell: Mester on the record, Iger returns, Stocks pull back 11/21/22
The major averages pulled back to kick off the holiday trading week, as investors keep a close eye on Fed commentary. Cleveland Fed President Loretta Mester joins exclusively with her outlook for the December meeting, plus thoughts on the inflation trajectory and if she thinks a recession is coming in 2023. David Rosenberg from Rosenberg Research breaks down her comments and the market impact. Disney was a winner on the upside after the surprise news that former CEO Bob Iger would resume his post. David Faber joins with the latest on Iger’s first priorities at the company. Plus the latest on FTX, Tesla’s tumble, and DraftKings.
11/21/2022 • 42 minutes, 58 seconds
Closing Bell: Overtime: Timing the Tech Trade 11/18/22
The tumbling tech trade front and center on Wall Street – so when is it safe to start buying again? Requisite’s Bryn Talkington gives her take. Plus, a new memo from Elon Musk has triggered a slew of resignations at Twitter. Casey Newton and Alex Kantrowitz discuss what’s at stake for the company. And, market expert Mike Santoli breaks down what he is watching in the upcoming shortened trading week.
11/18/2022 • 44 minutes, 23 seconds
Closing Bell: The case to “let crypto burn,” Outlook for gold prices, Bonds in fashion 11/18/22
Stocks moved higher in Friday trading after a choppy session. Bob Michele from J.P. Morgan Asset Management takes a closer look at the bond market in light of fresh comments from the Fed. Barbara Doran from BD8 Capital breaks down the action in equities and where she’s looking for upside. Brandeis Business School Professor Stephen Cecchetti makes the case to regulators to “let crypto burn” in the wake of the FTX crash. The CEO of Barrick Gold gives his outlook for metals prices. Plus the latest on oil’s rough week, the Elizabeth Holmes trial, Grindr’s debut, and big moves for retail stocks.
11/18/2022 • 43 minutes, 12 seconds
Closing Bell: Overtime: Bullard’s Big Buzzkill 11/17/22
The fed’s Bullard says rates might need to go a lot higher than many expect. So, what could that mean for your money and where could stocks go from here? Trivariate’s Adam Parker gives his take. Plus, Tony Pasquariello breaks down Goldman’s market playbook. And, more drama at Meta. Shareholder Stephanie Link weighs in on what’s at stake for the company.
11/17/2022 • 44 minutes, 23 seconds
Closing Bell: Rep. Waters on FTX collapse, Top strategist turns bearish, Holiday shopping outlook 11/17/22
Stocks pulled back a bit in Thursday trading as investors digested a wave of Fed commentary, and as Treasury yields moved higher. Eric Johnston from Cantor Fitzgerald makes the bear case for equities, saying he says very little upside to being long stocks right now. The collapse of FTX remained in focus as pressure builds on Sam Bankman-Fried. House Financial Services Committee chair Maxine Waters discusses her call for a hearing into the company and its former CEO. Plus, the head of the National Retail Federation shares his holiday sales outlook, and the latest on the housing market and Taylor Swift ticket drama.
11/17/2022 • 42 minutes, 49 seconds
Closing Bell: Overtime: Gut Check on the Recent Rally 11/16/22
Is the environment for stocks getting better or worse? Have stocks rallied too much for comfort? Ritholtz Wealth Management’s Josh Brown weighs in. Plus, top-ranked chip analyst Stacy Rasgon gives his instant reaction to Nvidia’s earnings report. And, should investors be more worried about the bond market’s message? Market expert Mike Santoli explains.
11/16/2022 • 44 minutes, 9 seconds
Closing Bell: Target tumbles, Bull case for bonds, Chips chopped 11/16/22
Stocks closed mostly lower on Wall Street after a poor earnings performance from Target dinged investor sentiment. Former Walmart US CEO Bill Simon and JP Morgan analyst Chris Horvers discuss those results, and the read-through for other big box stores. Erin Browne from PIMCO makes the bull case for bonds, amid more color from Fed officials on the rate hike path. Chips were a weak spot in the session following a warning from Micron. Needham’s Rajvindra Gill breaks down that news, and his outlook for Nvidia and Taiwan Semiconductor. Plus the latest on FTX, a big drop for one auto parts retailer, and why Zoom took a leg lower.
11/16/2022 • 43 minutes, 43 seconds
Closing Bell Overtime 11/15/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks
and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. ===
11/15/2022 • 49 minutes, 39 seconds
Closing Bell: Geopolitical fears ramp up, Chipotle CEO on inflation, Planet Fitness CEO talks growth targets 11/15/22
Stocks saw a major rally in early trading following weaker-than-expected inflation data and key retail earnings. But reports of Russian missiles hitting Poland put a pause on the rally. Fred Kempe from The Atlantic Council discusses the geopolitical implications of the reports. Lori Calvasina from RBC shares her outlook for the market in this uncertain environment. Chipotle’s CEO gives his read on food inflation, along with thoughts on advertising on Twitter after Musk’s takeover. Plus, the CEO of Planet Fitness talks growth, and the latest on FTX, Tesla, and the pop for Chinese tech stocks.
11/15/2022 • 43 minutes
Closing Bell: Overtime: Stocks Drop in Final Minutes of Trade 11/14/22
The Dow dropped to end the trading day – finishing out lower by 210 points. Dan Greenhaus of Solus gives his instant reaction. Plus, under-the-radar growth plays with Josh Bennett of Weatherbie Capital. And, Berkshire Hathaway’s 13F filing officially out in Overtime. Market expert Mike Santoli gives his instant reaction.
11/14/2022 • 44 minutes, 28 seconds
Closing Bell: Stocks pull back, Midterms impact on Biden agenda, Snack giant CEO on inflation 11/14/22
It was a choppy session for the major averages in Monday trading, following the best week for the S&P 500 since June, as investors closely watched comments from the Fed, a meeting between Presidents Xi and Biden, and the results of the midterms. Scott Wren from Wells Fargo discusses how those factors impact his market outlook. Bruce Richards from Marathon Asset Management breaks down opportunities in credit. The CEO of snack giant Utz gives his read on inflation and the consumer. Plus the latest on Coinbase, big biotech moves, and Amazon.
11/14/2022 • 42 minutes, 58 seconds
Closing Bell: Overtime: Fundstrat’s Tom Lee on the Chaos in Crypto 11/11/22
Longtime bitcoin bull Tom Lee reveals how he’s approaching the FTX fallout and its impact on the crypto market. Plus, why Veritas Financial’s Greg Branch says his near-term bear case faces its biggest hurdle in nearly a year. And, the latest on Musk’s Twitter takeover with Big Technology’s Alex Kantrowitz and Platformer’s Casey Newton.
Tech stocks rallying again a day after the Nasdaq soared 7% and the S&P 500 posting its best week since June on hopes the Federal Reserve will slow its pace of interest rate hikes. Strategas' Head of Technical & Macro Research Chris Verrone thinks the red hot energy sector is about to cool off and explains why he thinks cyclical stocks are set to rally. Jefferies Health Care Analyst David Windley on whether he sees buying opportunities in the sector, which is sharply lower today, but is among the best performers this year. Cryptos continuing to crash after embattled cryptocurrency exchange FTX filed for bankruptcy. Venture capitalist Eric Hippeau weighs in on whether he sees any buying opportunities among the crypto carnage. And Solar stocks were among the biggest winners this week. Sunnova CEO John Berger discusses how the potential change of power in Washington could impact his business.
11/11/2022 • 43 minutes, 33 seconds
Closing Bell Overtime: Stocks Surge on CPI 11/10/22
The Dow closed up 1,200 points and the Nasdaq saw a pop of more than 7% following this morning’s crucial CPI number. Carl Icahn gives his first reaction to Wall Street’s big day – and explains why he stands by his bearish outlook. Plus, Guggenheim’s Scott Minerd gives his exclusive take on stocks, crypto and more. And, Wedbush took Tesla off of its best ideas list. The analyst behind that call – Dan Ives – explains why.
Stocks staging the biggest rally in more than two years after the October Consumer Price Index came in weaker than expected, sparking hopes that inflation may be peaking. National Economic Council Director Brian Deese discusses whether inflation is finally cooling and the economy is heading for a soft landing. Neuberger Berman's Holly Newman Kroft reveals whether she is advising clients to pivot their portfolios to account for what could be a game changing inflation report. Morgan Stanley Investment Management's Chief Fixed Income Strategist Jim Caron on plunging treasury yields and how bond investors should be reacting to the CPI report. Blockchain.com CEO Peter Smith discusses the collapse of crypto exchange FTX and whether it is destroying investor trust in cryptocurrencies. And Lazard CEO of Financial Advisory Peter Orszag weighs in on the outcome of the midterm election and how it could impact both the market and the debt ceiling.
11/10/2022 • 56 minutes, 40 seconds
Closing Bell Overtime 11/9/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
11/9/2022 • 51 minutes, 50 seconds
Stocks fall, Midterm Impact on Markets, Crypto Chaos, Debating Disney 11/9/22
Stocks fell in Wednesday trading as Disney’s post-earnings drop weighed on the Dow and more crypto concerns hit sentiment. Bank of America’s Jessica Ehrlich discusses Disney’s plunge and if she recommends buying the dip. Jimmy Pethokoukis from the American Enterprise Institute weighs in on the market implications from the midterms. The CEO of Levi talks about a c-suite change at the company. Plus real estate titan Howard Lorber on housing demand, the latest on Binance-FTX, and the impact of Meta’s layoffs.
11/9/2022 • 46 minutes, 23 seconds
Closing Bell Overtime: Debating the Rally 11/8/22
It was another up day for stocks amid questions about how long this move can continue. Virtus’ Joe Terranova gives his take. Plus, Fundstat’s Mark Newton is breaking down the key levels to watch ahead of CPI. And, some big drama brewing in the crypto space. Bryn Talkington of Requisite Capital weighs in.
11/8/2022 • 44 minutes, 3 seconds
Wild Ride, Crypto Crash & Cloudy Days Ahead? 11/8/22
Wall Street taking investors on a wild ride. The Dow had been up 500 points amid investor optimism over the midterm elections, but gave back some of those gains following a crash in cryptocurrencies. Crypto exchange Binance rocking the crypto world by announcing plans to buy rival FTX's non-U.S. business. Mizuho's Dan Dolev discusses why that could be very bad news for Coinbase. Morgan Stanley Chief U.S. Equity Strategist Mike Wilson says the market could get a post-midterm election pop, but thinks that rally will likely be unsustainable. Find out what it will take for the bear market to end. iCapital Chief Investment Strategist Anastasia Amoroso sees rising odds of a year-end rally, but is concerned recession risks are not fully priced into the market. Sunpower CEO Peter Faricy discusses his company's strong earnings and whether a potential Republican win in the midterms could signal cloudy days ahead for solar stocks. And Kimberly Clark CEO Michael Hsu on how the consumer products company is handling rising inflation and its impact on consumers.
11/8/2022 • 43 minutes, 2 seconds
Closing Bell Overtime: Weighing Market Resiliency 11/7/22
The market rallying despite a series of serious risks. Can stocks find some traction for an end of year bounce? Trivariate’s Adam Parker gives his forecast. Plus, Lyft reported results in Overtime. EMJ’s Eric Jackson gives his expert take as a former shareholder. And, Mike Santoli looks ahead to the midterm elections and what it might mean for Wall Street.
11/7/2022 • 44 minutes, 24 seconds
Rally On, Apple's Warning & Midterms And Your Money 11/7/22
Stocks rallying ahead of Tuesday's midterm elections as investors shrugged off an iPhone shipment warning from Apple caused by China's Covid lockdowns. Bridgewater Chief Investment Strategist Rebecca Patterson, whose fund is up big this year, isn't buying this rally. She discusses why this could just be a bear market bounce. Blueshirt Group Managing Director Gary Dvorchak, who advises companies in Asia seeking to IPO in the U.S., discusses the risks vs. rewards of investing in China right now in the wake of Apple's warning. Citi's Scott Chronert and Wells Fargo's Michael Pugliese unveil their playbooks for how you should be investing in the wake of tomorrow's midterm election. And MKM Partners' Rohit Kulkarni reacts to reports of massive job cuts at Meta and what that means for the stock.
11/7/2022 • 42 minutes, 37 seconds
Closing Bell: Overtime: The Road Ahead for Risk 11/4/22
Is the trading environment getting worse as many suggest or does today’s hot jobs report mean the economy might actually be able to withstand the interest rate onslaught from the Fed. Solus’ Dan Greenhaus gives his forecast. Plus, Vantage Rock’s Avery Sheffield breaks out her inflation playbook. She breaks down the parts of the market she thinks could thrive in this uncertain environment. And, Ed Yardeni is making a bold call on stocks and what might be in store for the rest of the year.
11/4/2022 • 44 minutes, 12 seconds
Jobs Jolt, Growth Stock Warning & Pricing In A GOP Win 11/4/22
Stocks rallying on Wall Street following the stronger than expected October jobs report, but the major averages all closed the week in the red. Investors were somewhat encouraged that the unemployment rate increased to 3.7%, which could help convince the Fed to slow its pace of rate hikes. The leisure and hospitality sector seeing gains of 35,000 jobs. Marriott CEO Tony Capuano discusses those gains and whether he sees any signs the red hot travel sector is slowing down. Strategas' Dan Clifton says the market is now pricing in a GOP win in the midterm election next week. He discusses how you should position your portfolio depending on who controls Congress. Bespoke's Paul Hickey explains why he sees major red flags for growth stocks right now. And Deputy Treasury Secretary Wally Capuano discusses his imminent trip to Europe to discuss additional sanctions against Russia with U.S. allies.
11/4/2022 • 42 minutes, 53 seconds
Closing Bell: Overtime: Trading the Fed Reckoning 11/3/22
Stocks struggled with another blast from a hawkish fed … so what’s next for the broad market? Hightower’s Stephanie Link gives her take. Plus, Cantor’s Eric Johnston is changing his tune on the market after turning tactically bullish just one month ago. And, instant analysis to PayPal and Block’s quarterly reports.
Stocks staging a steep sell off at the open after the Federal Reserve signaled an interest rate pivot is not on the horizon, but the market closed well off the lows of the session. Former Fed Vice Chair Richard Clarida weighs in on how high he thinks interest rates will rise and why he thinks the Fed won't pause until at least March. JPMorgan Asset Management's Meera Pandit on whether the market could sell off again tomorrow if the October jobs report comes in stronger than expected. Energy Secretary Jennifer Granholm on whether President Biden's threat to impose a windfall tax on oil companies has any chance of passing Congress. Under Armour Founder Kevin Plank & Interim CEO Colin Browne discuss the company's stronger than expected earnings and whether they see any signs of slowing consumer spending. And Zoetis CEO Kristin Peck discusses the animal health company's weak earnings and guidance and how veterinary labor challenges are impacting her company.
Fed Chair Powell says the tightening campaign still has “a ways to go” even if the pace of rate hikes slows. Stocks fell and yields jumped as investors back away from bets on an eventual fed pivot. Ritholtz Wealth Management’s Josh Brown and Schwab’s Liz Ann Sonders give their takes. Plus, Qualcomm shareholder Jason Snipe reacts to that company’s quarterly report. And – the headliner of the hour – DoubleLine’s Jeffrey Gundlach gives his first reaction to the Fed, Powell’s press conference and the market’s big turn lower.
11/2/2022 • 44 minutes, 38 seconds
Stocks Sink, Fed Up & CVS CEO On Earnings 11/2/2022
It was a wild ride on Wall Street. Stocks initially rallying after the Federal Reserve raised interest rates by 75 basis points, but signaled it could soon slow those rate hikes, but the market sold off after Fed Chair Jay Powell was more hawkish than expected during his news conference. Atlas Merchant Capital CEO Bob Diamond weighs in on the market reaction and says he thinks the Fed will begin pausing its rate hikes when it reaches 4.5%. Bridgewater's Karen Karniol-Tambour says the market is pricing in an impossible scenario that the economy will remain strong and inflation will go away on its own. She discusses where she sees opportunities for investors. Jefferies Chief Market Strategist David Zervos doesn't think this sell off is a buying opportunity and believes any upside to the market is capped right now. And CVS Health CEO Karen Lynch breaks down her company's stronger than expected earnings and guidance and discusses the state of the consumer amid rising interest rates and inflation.
11/2/2022 • 40 minutes, 18 seconds
Closing Bell Overtime 11/1/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
11/1/2022 • 44 minutes, 30 seconds
Stocks Struggle, All Eyes On The Fed & The Next Uber 11/1/22
Stocks kicking off a new month in the red after more evidence the labor market remains resilient, which could force the Federal Reserve to maintain its hawkish stance to curb inflation. Macropolicy Perspectives' Julia Coronado says investors will be disappointed if they are expecting an outright dovish message from the Fed when it announces its interest rate decision tomorrow. Elon Musk announcing the new pricing for Twitter Blue. Evercore ISI's Mark Mahaney reacts to that news as well as how social media stocks are being impacted by the FCC Chair's call to ban TikTok in the U.S. Kindred Ventures Founder Steve Jang, who was an early investor in Uber, discusses the company's revenue beat and what he thinks will be the next Uber. JMP Securities CEO Mark Lehmann discusses why he is now so bullish on software stocks. And Hologic CEO Steve MacMillan breaks down the medical technology company's strong earnings and what is driving unprecedented strength across its core businesses.
11/1/2022 • 42 minutes, 56 seconds
Closing Bell Overtime: Your November Playbook 10/31/22
The Dow had its best month since 1976 … but is the rally really sustainable? Trivariate’s Adam Parker, CIC Wealth’s Malcolm Ethridge and Jessica Inskip of Options Play give their forecasts for the month ahead. Plus, top-ranked financial advisor Richard Saperstein is breaking down his strategy for stocks. And, NXP reported results in Overtime. Shareholder Jim Lebenthal gives his instant reaction – and what he’s looking for from the rest of the semi reports.
10/31/2022 • 44 minutes, 27 seconds
Closing Bell: Stocks pull back on final day of October, Former Twitter COO on Musk 10/31/22
Stocks came under a bit of pressure in Monday trading, but managed to lock in strong gains for October. Sameer Samana from Wells Fargo and Jim Paulsen from Leuthold Group debate the outlook for the market in the home stretch of the year. NBER Chair John Lipsky gives a preview of two key catalysts coming up this week – the Fed decision and the jobs report. Former Twitter COO Ali Rowghani discusses Elon Musk’s vision for the social media company and what it means for the business model. Plus the latest on Apple’s pullback, the impact of Brazil’s election, and how to position in retail ahead of the holidays.
10/31/2022 • 42 minutes, 52 seconds
Closing Bell: Overtime: Dow’s Best October Ever 10/28/22
It was the best October ever for the Dow … so what might that mean for your money and what will work best in this new market environment? NewEdge’s Cameron Dawson, Firstmark’s Rick Heitzmann and AJ Oden of BNY Mellow give their expert takes. Plus, Elon Musk has taken control over Twitter and is already cleaning house. We debate what the future of that company could be. And, one of Barron’s top financial advisors Cheryl Young of Rockefeller Global Family Office breaks down the sectors she is recommending to her high-net-worth clients.
10/28/2022 • 43 minutes, 45 seconds
Closing Bell: Stocks scream higher, Amazon sits out the rally, Musk’s impact on Twitter advertisers 10/28/22
Stocks rallied hard, capping off a solid week of gains, even in the face of more uncertainty surrounding big tech. Adam Crisafulli from Vital Knowledge explains why there are now two markets that you should be watching. Jeff DeGraaf from Renaissance Macro Research breaks down his call for a “FOMO” rally into year-end. CFRA’s Arun Sundaram discusses the trade on Amazon following that stock’s pullback on earnings. Ad industry titan Sir Martin Sorrell talks about what Elon Musk’s ownership of Twitter means for advertisers. Plus the latest on Meta, Intel, and earnings from big oil.
10/28/2022 • 43 minutes
Closing Bell: Overtime: Amazon and Apple Report Quarterly Results 10/27/22
Amazon shares sinking in Overtime after reporting results. Our all-star panel of Stephanie Link, Alex Kantrowitz and Dan Ives give instant reaction. Plus, Apple’s highly anticipated numbers also hit the tape … CNBC’s Steve Kovach spoke to Apple CEO Tim Cook about the quarter. And, market expert Mike Santoli gives his “Last Word” on big tech’s latest quarter.
10/27/2022 • 44 minutes, 27 seconds
Closing Bell: Meta meltdown, Amazon and Apple on deck, Can the rally last without tech? 10/27/22
The major averages were mixed in Thursday trading as a stronger-than-expected GDP report and solid blue chip earnings offset Meta’s share meltdown. Lerer Hippeau managing partner Eric Hippeau and LightShed’s Brandon Ross join to discuss Mark Zuckerberg’s big bet on the metaverse, and if it will ever pay off. Matthew Ball, who founded the metaverse ETF, weighs in on the future use cases for the technology. Cantor’s Eric Johnston discusses if the broader equity comeback can last in the face of disappointing tech results. Plus Lazard’s Peter Orszag on the midterm impact on the market, DA Davidson’s Tom Forte on Apple and Amazon, and the buzz on why Credit Suisse just took a major leg lower.
10/27/2022 • 42 minutes, 55 seconds
Closing Bell: Overtime: Meta Drops on Q3 Results 10/26/22
Meta’s stock fell in the after-hours – a panel of market experts give their instant reaction. Plus, shareholder King Lip gives his take on the results and what he will be listening for on the conference call. And, 5-star fund manager Kevin Simpson breaks down the key themes he will be watching when Apple reports tomorrow.
10/26/2022 • 44 minutes, 4 seconds
Closing Bell: Winning Streak Ends, Tech Tumbles and Hilton CEO On Travel 10/26/22
The S&P 500 snapping a 3-day win streak following disappointing earnings from tech giants Alphabet and Microsoft. Wedbush's Sahak Manuelian and Citi's Scott Chronert discuss how investors should trade tech stocks ahead of earnings from Meta, Amazon & Apple. Elevation Partners' Roger McNamee, who was an early investor in Facebook, explains why he doesn't think Meta's strategy for the metaverse will work. Bank of America Securities' Ron Epstein on whether Boeing's big post-earnings sell off is a buying opportunity. Hilton CEO Chris Nassetta discusses whether concerns about the economy and inflation are starting to impact consumer spending on travel. And U.S. Trade Representative Katherine Tai discusses whether the White House could cut tariffs against China to help ease inflation.
10/26/2022 • 43 minutes, 8 seconds
Closing Bell Overtime: Big Earnings Hit the Tape 10/25/22
Alphabet, Microsoft, Texas Instruments and more all reported results in Overtime. An all-star panel of experts and shareholders weigh with instant reaction. Plus, top equity strategist Mark Kolanovic gives his forecast for the fed and stocks. And, market expert Mike Santoli weighs in on all the key reports and what he’s watching in the day ahead.
10/25/2022 • 46 minutes, 50 seconds
Closing Bell: 3-Day Win Streak, Buyer Beware & SAP CEO On I.T. Spending 10/25/22
Stocks rallying for a third straight day on falling treasury yields and ahead of earnings from big tech companiesm but Canaccord Genuity's Tony Dwyer says investors shouldn't chase this rally. He reveals how he is advising clients to put money to work right now. Cowen CEO Jeff Solomon discusses how market volatility and higher interest rates will impact the outlook for dealmaking and the IPO market. And SAP CEO Christian Klein discusses the German software giant's strong quarterly results and the outlook for I.T. spending in a recession.
10/25/2022 • 42 minutes, 41 seconds
Closing Bell Overtime: The Big Tech Set-up 10/24/22
Mega-cap tech earnings on deck tomorrow … and a lot is at stake for investors. Will the biggest and most important stocks in the market deliver? EMJ’s Eric Jackson gives his forecast. Plus, PIMCO’s Erin Browne sees a big bounce ahead for stocks… but doesn’t think it’s going to last. She makes her case. Plus, Mike Santoli sets us up for the big earnings week ahead.
10/24/2022 • 44 minutes, 15 seconds
Closing Bell: Stocks rally to start the week, China stocks sink, Gaming out the Fed 10/24/22
Stocks moved higher to start the week, building on Friday’s rally, with the major averages all closing firmly in positive territory. Former PIMCO Chief Economist Paul McCulley joins to break down the potentially dovish signals from the Fed that have helped boost sentiment. David Rolfe from Wedgewood Partners looks at the set up for big tech ahead of earnings. Meantime China was a major underperformer, with Chinese tech stocks wrecked in the wake of President Xi securing a third term. Global investor Mark Mobius discusses if China is investable. Plus the latest on Tesla, Meta, Apple, and why solar stocks sat out the rally.
10/24/2022 • 43 minutes, 2 seconds
Closing Bell Overtime: Big Tech Earnings on Deck 10/21/22
Microsoft, Alphabet, Amazon, Apple, Meta and key consumer names including Coca-Cola report earnings next week. Trivariate’s Adam Parker, Hightower’s Stephanie Link and G Squared’s Victoria Greene talk Friday’s rally and how to be positioned ahead of the results. Plus, Yardeni Research President Ed Yardeni calls for 15% upside by year-end. And, Veritas Financial’s Greg Branch makes the case for caution.
10/21/2022 • 43 minutes, 52 seconds
Closing Bell: Major market rally to end the week, Fed in focus, Snap on the sidelines 10/21/22
Stocks surged in Friday trading as investors keyed in on more dovish commentary from the Fed. DoubleLine’s Jeff Sherman weighs in on the latest messaging from the central bank and the big move this week in bond yields. Snap was a major underperformer on the back of earnings, as advertising headwinds came into focus. Barton Crockett from Rosenblatt and Andrew Boone from JMP join to debate if you should buy the dip. Plus Ariel’s Charlie Bobrinskoy and Kristina Hooper from Invesco share thoughts on the rally and if they think it has legs.
10/21/2022 • 42 minutes, 57 seconds
Closing Bell Overtime: Snap Cracks 10/20/22
Another earnings report from Snap, another slide in the stock. SoFi’s Liz Young, Truist’s Keith Lerner and NewEdge’s Cameron Dawson dig into the quarter hot off the results. Plus, Wharton’s Jeremy Siegel lays out his expectations for the Fed and inflation as yields hit new highs. And, top private wealth manager Chris Toomey of Morgan Stanley gives viewers a sneak peek into his year-end playbook.
10/20/2022 • 44 minutes, 29 seconds
Closing Bell: Stocks mostly lower, Regional banks hit hard, Tom Lee on the market 10/20/22
Stocks were mostly lower in Thursday trading in another up-and-down session, with earnings, Fed commentary, rising yields, and the resignation of the UK Prime Minister all weighing on investor decisions. Fundstrat’s Tom Lee joins to break down the headwinds and if he thinks a prolonged rally is possible. Regional banks fell again today, with Fifth Third sinking on results. The CEO joins to discuss the macro factors hitting the space. Tesla shares also plunged on the back of its results. Mizuho’s Vijay Rakesh explains why he cut his price target on the stock. Plus the latest on Ye and Adidas, the strong dollar headwinds, and AT&T’s pop.
10/20/2022 • 43 minutes, 18 seconds
Closing Bell Overtime: Tesla’s Earnings Turbulence 10/19/22
Tesla, IBM, Las Vegas Sands… Requisite Capital’s Bryn Talkington and Ritholtz Wealth Management’s Josh Brown unpack the afternoon’s most critical earnings hot off the reports alongside star Wedbush analyst Dan Ives. Plus, why Fundstrat’s Mark Newton says the next few days mark a “moment of truth” for the market. And, Tesla shareholder and former board member Steve Westly’s reaction to the automaker’s quarter.
Stocks closed mostly lower after an up-and-down session, as investors weighed strong earnings against rising yields and weaker data. Katie Stockton from Fairlead Strategies joins with her call for a multi-week relief rally. Netflix was a major outperformer following blowout earnings and subscriber numbers. Macquarie analyst Tim Nollen breaks down how the company’s ad-tier could impact future results. Meantime Palantir and Hertz announced a partnership to use data to improve the rental car experience. The CEOs of both companies join exclusively to explain the deal. And the CEO of Citizens Financial Group discusses the plunge in mortgage demand and the impact on regional banks.
Streaming giant Netflix reported earnings in Overtime. Our all-star panel of Joe Terranova, Shannon Saccocia and Alex Kantrowitz give instant reaction. Plus, stocks rallied again today – so has the bear market turned a corner? Chris Hyzy of Merril and Bank of America Private Bank gives his forecast. And, a preview of the top 3 themes to watch from Tesla’s earnings tomorrow.
10/18/2022 • 43 minutes, 53 seconds
Closing Bell: Stocks Surge, Let's Make A Deal & Trust The Rally? 10/18/22
Stocks rallying for a second straight day amid another strong batch of earnings and activist investors taking stakes in Salesforce and Colgate-Palmolive. UBS Private Wealth Management's Alli McCartney and Clocktower Group's Marko Papic debate whether investors can trust this week's rally. Moelis & Company CEO Ken Moelis on whether this year's big decline in stocks will fuel a new wave of dealmaking. Plus, why he thinks the midterm elections could be the next catalyst for this market. Evercore ISI's Mark Mahaney discusses whether investors should buy Netflix shares ahead of the streaming giant's earnings. And Deputy Attorney General Lisa Monaco on the French cement company pleading guilty to making millions of dollars in payments to ISIS.
10/18/2022 • 43 minutes, 14 seconds
Closing Bell Overtime 10/17/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
10/17/2022 • 44 minutes, 12 seconds
Closing Bell: Stocks Surge, Banks Boom & Game On! 10/17/22
Stocks staging a big rally following strong earnings and additional policy reversals by the UK government. Medley Global Advisors' Ben Emons explains why he thinks this rally is nothing more than a bear market bounce. Laffer Tengler CEO Nancy Tengler details her shopping list of stocks she thinks look too cheap to pass up. Bank stocks booming after a big earnings beat from Bank of America. Wells Fargo's Mike Mayo explains why he thinks this stock can double. William Blair's Jed Dorsheimer discusses why he is turning bullish on beaten down chip stocks. And Sensor Tower's Anthony Bartolacci discusses Roblox's bullish user growth last month and whether the stock looks cheap following a 60% plunge this year. He also weighs in on Netflix ahead of the streaming giant's earnings tomorrow.
10/17/2022 • 43 minutes, 1 second
Closing Bell: Overtime: Stocks End Wild Week in the Red 10/14/22
Markets finished out a wild week lower … so what might next week hold for your money? Vantage Rock’s Avery Sheffield gives her forecast. Plus, Fundstrat’s Tom Lee says stocks may be bottoming. And, market expert Mike Santoli weighs in on the stunning market swings in his final Last Word of the week.
10/14/2022 • 44 minutes, 1 second
Closing Bell: Wild Trading Week, Wells Fargo CFO & Shopping For A Deal 10/14/22
Another day, another market reversal. Stocks giving up early gains to close sharply lower as the wild trading week wraps up. The big banks reporting earnings and Wells Fargo was one of the winners after beating Wall Street's expectations thanks to rising interest rates. Wells Fargo CFO Mike Santomassimo breaks down the results and the outlook for consumer loans in this uncertain environment. Kroger CEO Rodney McMullen discusses his company's $24.6B deal to acquire rival grocery company Albertson's and whether he thinks the acquisition will be approved by regulators. A lot of market volatility in the U.S. has been from the political drama in the U.K. Former JPMorgan Chase International Chairman Jacob Frenkel weighs in on how that could impact the Fed.
A big turnaround in stocks after the sizzling CPI report sent the markets tumbling. Can the burst keep going or will it end in disappointment? Sofi’s Liz Young and Requisite Capital’s Bryn Talkington give their forecasts. Plus, Former Twitter CEO Dick Costolo breaks down what the future of the company could look like under Elon Musk. And, Macellum’s Jonathan Duskin exclusively dives in on his firm’s latest letter to Kohl’s.
10/13/2022 • 43 minutes, 42 seconds
Closing Bell: Massive Comeback, Inflation Nation & History Lesson 10/13/22
A dramatic turnaround on Wall Street despite a hotter than expected inflation report. Stocks falling to the lowest level in two years, but rebounding sharply on hopes inflation may soon peak. Former Treasury Secretary Jack Lew discusses whether inflation could soon cool off and how high the Federal Reserve may raise interest rates. Charles Schwab Chief Investment Strategist Liz Ann Sonders on whether investors can trust this massive comeback. Bespoke's Paul Hickey says history shows a market reversal like today's is a bullish short-term indicator. Renaissance Macro Research's Jeff DeGraaf exsplains why he sees some resilience in industrial stocks despite recession fears and the surging dollar. And Dimensional's Mary Phillips says investors should be focusing on profitable companies in this uncertain environment.
10/13/2022 • 46 minutes, 19 seconds
Closing Bell: Overtime: Bad News Already Priced In? 10/12/22
Today’s red hot PP report barely moved the needle – and now, investors are anxiously awaiting tomorrow’s CPI. But is all of the “bad news” already priced into stocks? Josh Brown of Ritholtz Wealth Managements explains how to navigate these choppy waters. Plus, Avenue Capital’s Marc Lasry weighs in on the fed, markets and big money opportunities. And, market expert Mike Santoli gives his forecast for CPI… and what he thinks stocks might do in response.
10/12/2022 • 43 minutes, 42 seconds
Closing Bell: Searching For Direction, Bank Earnings Preview & Cancer Vaccine Partnership 10/12/22
Stocks struggling to find direction after the Federal Reserve's last meeting minutes showed the central bank will keep hiking rates until inflation begins to cool. But there was some optimism that the Fed could slow its tightening if financial market turbulence continues. Allianz Chief Economic Advisor Mohamed El-Erian discusses whether the Fed will be able to manage a soft landing and what he expects from Thursday's key consumer inflation report. Morgan Stanley's Betsy Graseck explains why bank investors should strap in for a rocky ride this earnings season and reveals which bank should stand out from its peers. And Jefferies' Michael Yee on what Moderna's partnerships to jointly develop a skin cancer vaccine with Merck means for those stocks.
Treasury Secretary Janet Yellen weighs in on the fed, economy and her future at the White House. But first, concerning headlines out of the UK regarding the bond market sent stocks lower to end today’s session. All-star panel of Victoria Greene of GSquared, Trivariate’s Adam Parker and Virtus’ Joe Terranova break down all moves. And, market expert Mike Santoli’s Last Word on the big stock moves of the day.
10/11/2022 • 44 minutes, 12 seconds
Closing Bell: Wild Market Swings, CME CEO On Bond Market Volatility & The Gig Is Up 10/11/22
Stocks taking investors on a rollercoaster ride. The major averages giving up big gains after The Bank of England warned pension funds they have just three days to rebalance positions. CME Group CEO Terry Duffy weighs in on how that will impact bond market volatility. Mukhlenkamp Fund is one of the few funds with positive returns over the last year. Portfolio Manager Jeff Muhlenkamp reveals his strategy for investing in this high inflation environment. Jefferies Sheila Kahyaoglu discusses the outlook for airlines after American raised its revenue guidance. Plus she reacts to Boeing's strong orders data and why she thinks the stock can nearly double from its current level. And Tusk Venture Partners Founder Bradley Tusk reacts to the new Labor Department proposal that could reclassify gig workers as employees instead of independent contracts and how that could impact stocks like Uber and Lyft.
10/11/2022 • 46 minutes, 30 seconds
Closing Bell: Overtime: Jamie Dimon’s Big Warning 10/10/22
JPM’s Jamie Dimon says stocks could have a lot more downside to go if things get a lot worse for the economy. Solus’ Dan Greenhaus reacts and gives his forecast. Plus, our most valuable pick is one Wall Street firm’s big bet on big pharma. And, 5-star fund manager Kevin Simpson of Capital Wealth Planning breaks down where he is seeing opportunity in the market right now.
10/10/2022 • 43 minutes, 17 seconds
Closing Bell: Choppy session for stocks, Figuring out the Fed, Tesla’s terrible week 10/10/22
Stocks kicked off the week on shaky footing following a big selloff over the past few sessions, and ahead of key inflation data on Thursday. Markets moved on comments from Fed officials, including vice chair Lael Brainard, and on a warning from Jamie Dimon about the pain yet to come. Sahak Manuelian from Wedbush breaks down the latest signals from the central bank and how they factor into his strategy. Bernstein’s Toni Sacconaghi discusses more weakness for tech, and his outlook for Tesla after the company turned in its worst week in years. The president of Dow component Honeywell talks about how global macro concerns are impacting his business. Plus the latest on the pullback in chips, cloud stocks, GM, and Ford.
10/10/2022 • 43 minutes, 8 seconds
Closing Bell: Overtime: Brutal End to Rollercoaster Week 10/7/22
Stocks ending a volatile week in the red – so what should investors do next? Ritholtz Wealth Management’s Josh Brown gives his take. Plus, Charles Schwab’s Liz Ann Sonders reveals her forecast for the rest of the year. And, we break down where investors can find some opportunities amid all of the volatility.
10/7/2022 • 43 minutes, 56 seconds
Closing Bell: Stocks Sink, Jobs Jolt & The High Is Gone 10/7/22
Stocks staging a big sell off to end the week after the unemployment rate fell to 3.5%, raising fears the Federal Reserve will continue to aggressively raise interest rates to fight inflation. Fundstrat's Tom Lee explains why he remains a long term bull despite so many market headwinds. Miller Tabak's Matt Maley says Apple is a key stock to watch in order to determine whether the market will continue selling off. Loup Ventures Founder Gene Munster reveals which tech stocks he will buy if they continue falling. Bank of America Securities' Jill Carey Hall explains why she thinks small caps are too cheap to ignore after underperforming the broader market over the last year. World Bank President David Malpass on the rising fears of a global recession. And pot stocks slumping a day after a big rally on news President Biden was pardoning thousands of people convicted of marijuana possession. Tilray Brands' CEO Irwin Simon discusses what that news means for his company and industry.
10/7/2022 • 56 minutes, 37 seconds
Closing Bell Overtime 10/6/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
10/6/2022 • 46 minutes, 41 seconds
Closing Bell: Stocks Slump, M&A Outlook and More Food Price Hikes Ahead 10/6/22
The major averages in the red as investors take some gains from this week's rally ahead of tomorrow's September jobs report. Carlyle Group Co-Founder David Rubenstein weighs in on rising recession risk fears and the outlook for dealmaking in this volatile environment. Mondelez CEO Dirk Van de Put warns food inflation is not slowing down and more price hikes are coming. And Eurasia Group President Ian Bremmer on how a potential deal to loosen oil sanctions against Venezuela could impact the global energy market. Plus he explains why Elon Musk should stop trying to do geopolitics.
Investors weighing what’s next for stocks as markets pulled back following a big two-day win streak. RBC’s Lori Calvasina thinks we could see even more upside – before pulling back again. She makes her case. Plus, Costco released its monthly sales number. What that figure could mean for the other big box retailers. And, OPEC made a historic production cut today … we’re finding opportunity in that major move.
10/5/2022 • 43 minutes, 23 seconds
Closing Bell: Choppy session for stocks, OPEC surprises, The bull case for Bitcoin 10/5/22
Stocks staged an impressive comeback, with the Dow clawing back from a 430 point loss to finish just slightly in the red. Adam Crisafulli from Vital Knowledge and Mona Mahajan from Edward Jones debate if this week’s market strength is a classic bear market bounce or something more sustainable. Energy was by far the top performing S&P 500 sector as oil rose after OPEC+ announced a production cut. Dan Pickering from Pickering Energy Partners weighs in on how high oil could climb. And D.A. Davidson’s Gil Luria joins to make the bull case for Bitcoin, which is down around 50% on the year.
10/5/2022 • 43 minutes, 18 seconds
Closing Bell: Overtime: Wall Street’s Big 2-Day Rally 10/4/22
It’s been a dramatic two-day move higher for stocks. But does it mean the lows are actually in? Joe Terranova gives his take. Plus, shares of Twitter soared in today’s session as Elon Musk has revived his bid to buy the company. Platform’s Casey Newton weighs in on what’s at stake and what it could mean for the stock. And, Fundstrat’s Mark Newton says the Q4 bounce back is just getting started – he makes his case.
10/4/2022 • 43 minutes, 43 seconds
Closing Bell: Rally gains steam, Musk makes a deal, Hasbro CEO’s growth plan 10/4/22
U.S. markets saw another sharp rally, building on Monday’s strong gains, with every S&P 500 sector closing in the green and the Nasdaq climbing more than 3%. Holly Newman Kroft from Neuberger Berman and Sameer Samana from Wells Fargo break down the 2-day rally and what they’re advising clients to do now. Twitter shares exploded higher after Elon Musk notified the company he intended to close his deal at the original offer price of $54.20 per share. Analyst Brent Thill joins to discuss what the news means for the future of the company. And the CEO of Hasbro talks about the company’s growth plan following its investor day.
10/4/2022 • 49 minutes, 40 seconds
Closing Bell Overtime: Big Bear Makes a Big Aboutface 10/3/22
It was a big rally day … just as one of the Street’s biggest bears has had a change of heart. Cantor’s Eric Johnston has previously called for a steep drop in stocks but now he is changing his tone and turning bullish. He makes his case for the first time right in Overtime. Plus, NewEdge’s Cameron Dawson is weighing in on whether investors can trust the market bounce. And, Requiste’s Bryn Talkington breaks down the energy trade.
10/3/2022 • 43 minutes, 52 seconds
Closing Bell: Sharp rally to start Q4, Box CEO on the record, Oil surges 10/3/22
Stocks started the fourth quarter with a bang, with the Dow climbing more than 700 points. David Zervos from Jefferies joins to discuss the rally, and what he makes of speculation over the weekend surrounding potential problems at Credit Suisse. Monica Erickson from DoubleLine talks about opportunities in the credit market. Box shares rallied after an upgrade from Morgan Stanley. CEO Aaron Levie joins to talk about the stock move and his outlook for the rest of the year. And John Kilduff from Again Capital breaks down the big pop in oil ahead of this week’s OPEC meeting.
10/3/2022 • 42 minutes, 38 seconds
Closing Bell Overtime: Your Q4 Playbook 9/30/22
What lies ahead for the final three months of the year? Solus Alternative Asset Management’s Dan Greenhaus and Victoria Greene of G Squared Private Wealth have a heated debate about their market forecasts. Plus, Fundstrat’s Tom Lee seems to be one of Wall Street’s last bulls standing. He makes his case. And, it was a tough week for Apple. Capital Wealth Planning’s Kevin Simpson breaks down why it’s actually a great buying opportunity.
9/30/2022 • 44 minutes, 3 seconds
Closing Bell: Stocks slide to end the quarter, Meta’s misery, Nike nosedives, Is a recession inevitable? 9/30/22
Stocks fell hard once again on Friday, with losses accelerating in the final minutes of trade to close out a brutal month and quarter for the bulls. Market experts Nancy Tengler and Scott Wren discuss ideas for the fourth quarter in this uncertain investing environment. The chair of the National Bureau of Economic Research, which is tasked with officially designating a recession, gives his view on the current state of the economy. Analyst Brian Nagel weighs in on Nike’s post-earnings nosedive. And with Meta shares down more than 50% on the year, a bull and a bear debate the company’s future prospects in light of a slew of headwinds.
9/30/2022 • 42 minutes, 54 seconds
Closing Bell Overtime: Behind the Big Sell-Off 9/29/22
Another ugly day on Wall Street… leaving investors wondering what’s next for their money. Trivariate’s Adam Parker gives his forecast. Plus, top financial advisor Rich Saperstein explains how he is navigating the volatility. And, we’re digging in on a rare downgrade for Apple… what that could mean for investors and the broader market.
9/29/2022 • 44 minutes, 20 seconds
Closing Bell: Easy Come, Easy Go, Affirm’s CEO On Consumer Spending & Just Do It? 9/29/22
Stocks selling off and giving back most of Wednesday’s big rally on renewed fears the Federal Reserve will continue to aggressively raise interest rates to fight inflation. Rosenberg Research President David Rosenberg says the Fed is trying to cause a recession to cool off red hot inflation. Canaccord Genuity’s Tony Dwyer has been calling for a market fall in the Fall. He discusses how much more pain the market could be facing. Truist’s Keith Lerner explains why he thinks the market is due for a short term bounce. Affirm CEO Max Levchin on whether he sees any signs consumer spending is slowing in this volatile economy and stock market. Charter Equity Research’s Ed Snyder on whether it’s time to buy Apple which has gotten crushed recently on concerns about iPhone 14 demand. And Barclays’ Adrienne Yih and RBC Capital Markets’ Piral Dadhania debate whether investors should buy shares of beaten down Nike ahead of its earnings report.
9/29/2022 • 50 minutes, 6 seconds
Closing Bell Overtime: What’s Next For Your Money? 9/28/22
A slew of differing market views surfacing at CNBC’s Delivering Alpha Conference today. So, what’s actually next for stocks? Ritholtz Wealth Management’s Josh Brown weighs in. Plus, reports surfaced that Apple no longer plans to ramp up production of its new iPhone. Dan Ives of Wedbush breaks down the implications for the company in the long term. And, Mike Santoli gives his Last Word on today’s market rebound.
9/28/2022 • 44 minutes, 16 seconds
Closing Bell: Stocks Soar, Alzheimer’s Drug Study & “The Next Big Thing” 9/28/22
A big rally on Wall Street after the Bank of England announced it will buy bonds to stabilize its financial markets. Fmr. Fed Vice Chair Richard Clarida reacts to the Bank of England’s move and discusses whether the Federal Reserve is taking the right steps to fight inflation and manage a soft economic landing. Charles Schwab Chief Investment Strategist Liz Ann Sonders discusses the big rally and whether this could be more than an oversold bounce. RockCreek CEO Afseneh Beschloss reveals her best investing opportunities around the globe and the industry she thinks is the “next big thing”. And shares of Biogen and Japanese drugmaker Eisai soaring after positive test results for their experimental Alzheimer’s treatment. Eisai U.S. Chairman & CEO Ivan Cheung on how effective the drug is and when it could win FDA approval.
9/28/2022 • 43 minutes, 24 seconds
Closing Bell Overtime: Searching for Stability 9/27/22
Can markets find some sort of stability in the coming days ahead? Vertas Financial’s Greg Branch, Citi Global’s Kristen Bitterly and Anastasia Amoroso of iCapital all give their expert market take. Plus, Schwab’s Omar Aguilar discusses how to protect your portfolio amid all of the volatility. And, Joe Terranova is back to break down the sectors that could have the most upside.===
9/27/2022 • 43 minutes, 29 seconds
Closing Bell: Stocks mostly lower in wild session, Warning for McDonald’s 9/27/22
Stocks finished mostly lower after trading in a very wide range, with Fed commentary and bond moves pulling the market in opposite directions. DoubleLine’s Jeff Sherman and Mohamed El-Erian from Allianz discuss the factors weighing on stocks and bonds, if they’d be buyers in this uncertain environment. Meantime McDonald’s was among the worst performers in the Dow after Citi issued a negative catalyst watch on the stock. The analyst behind that call joins to explain his warning. And the CEO of cybersecurity firm Qualys – a rare tech winner on the year – breaks down his read on corporate tech spending.
9/27/2022 • 42 minutes, 57 seconds
Closing Bell Overtime: Sell-Off Staying Strong 9/26/22
Stocks pulled back again today with yields and the dollar pushed higher. But, NewEdge’s Cameron Dawson thinks a relief rally could be on the horizon. She makes her case. Plus, top technician Katie Stockton breaks down the key levels to watch in the energy market. And, Brent Thill of Jefferies explains the big impact a stronger dollar could have on big tech.
9/26/2022 • 45 minutes, 54 seconds
Closing Bell: Stocks fall to start the week, Tasty bargains in tech 9/26/22
Stocks were mostly lower in Monday trading following last week’s brutal selloff as investors continue to watch the Fed. Former PIMCO Chief Economist Paul McCulley reacts to new comments from Raphael Bostic of the Atlanta Fed and discusses if the central bank can engineer a soft landing. Currencies were in focus as the British pound fell to record lows, and the dollar index hit its highest level in decades. Ruchir Sharma from Rockefeller explains what those moves mean for global markets. And David Rolfe from Wedgewood Partners identifies some “tasty bargains” in tech, as that sector piles on more losses to a brutal month.
9/26/2022 • 42 minutes, 44 seconds
Closing Bell Overtime: Trading the Turmoil 9/23/22
Stocks hitting new lows … so where is the market really heading from here? MBF Clearing’s Mark Fisher gives his expert market view. Plus, EMJ’s Eric Jackson breaks down how to trade the tech wreck. And, Joe Terranova and Mike Santoli give their Last Word on a wild week.
9/23/2022 • 43 minutes, 43 seconds
Closing Bell: Markets In Turmoil, Fed Fears & Oy Oil 9/23/22
Stocks closing sharply lower to close out a brutal week for the bulls amid rising fears of a global recession. Former Kansas City Fed President Thomas Hoenig discusses whether the Federal Reserve is making a mistake by being so aggressive with its interest rate hikes. Laffer Tengler Investments' CEO Nancy Tengler says the market is starting to price in a policy mistake by the Fed and unveils how she is positioning her clients as a result. JP Morgan Asset Management's David Lebovitz says high quality fixed income is starting to look very attractive as investors seek safety from this market turmoil. Bespoke's Paul Hickey on how this week's huge market sell off could impact historic seasonal patterns. Ariel's Charlie Bobrinskoy says value stocks are the way to play this market sell off, but Edward Jones' Mona Mahajan believes it may be time to buy back into growth stocks. Evercore ISI's Mark Mahaney reveals where he sees longer term opportunities to buy large cap tech stocks. And Raymond James' Pavel Molchanov weighs in on whether there is an opportunity in the energy sector as oil prices fall to the lowest level since January.
9/23/2022 • 49 minutes, 47 seconds
Weighing a Risk-Off Atmosphere 9/22/22
Former Dallas Fed President Richard Fisher said we are likely to stay in a risk-off environment. Cantor’s Eric Johnston joins us with his own crash call for stocks. Plus, Hightower’s Stephanie Link is breaking down some recent buys. She explains where she is seeing opportunity in this market. And David Albrycht of Newfleet Asset Management discusses how to play the boom in bonds.
9/22/2022 • 44 minutes, 13 seconds
Closing Bell: Rising Recession Fears, Bet On The Banks & Biggest Drug Ever 9/22/22
Another volatile day on Wall Street as investors fear the Federal Reserve's rate hikes could push the economy into recession. Fairlead's Katie Stockton says the market has long-term downward momentum and investors should be skeptical of any bounces right now. But CFRA's Sam Stovall says October is typically a bottoming month for the market and thinks we could be setting up for an end of year relief rally. Wells Fargo's Mike Mayo on what the latest Fed rate hike means for the banks and which financial stocks he thinks are the most attractive. UBS' Colin Bristow upgrading shares of Eli Lilly and explains why its new weight loss drug could be the "biggest drug ever". And Mizuho's Dan Dolev downgrading Block and says corporate mismanagement is blocking growth.
9/22/2022 • 42 minutes, 57 seconds
Closing Bell Overtime: The Fed & Your Money 9/21/22
DoubleLine’s Jeffrey Gundlach gives his instant and exclusive reaction to today’s Fed decision. Plus, why Gundlach says there is a 75% chance of a recession in 2023. And, Mike Santoli breaks down what he’s expecting from tomorrow’s trading session … and what it could mean for your portfolio.
9/21/2022 • 44 minutes, 22 seconds
Closing Bell: Stocks Sell Off & Fed Up 9/21/22
The market sinking after the Federal Reserve raised interest rates by 75 basis points and forecast more hikes in the future to fight inflation. Former National Economic Council Dirctor Gary Cohn weighs in on whether a recession is now more likely than a soft landing. Jefferies Chief Market Strategist David Zervos on how investors should be playing this volatility and whether the market is starting to price in a recession. And Mastercard Economics Institute's Chief Economist Michelle Meyer on why consumer spending remains strong despite inflation remaining very high.
9/21/2022 • 36 minutes, 35 seconds
Closing Bell Overtime: Stocks Drop Ahead of Fed 9/20/22
The Fed decision is less than 24 hours away … and the question is, is today’s sell-off a precursor to an even bigger move tomorrow or will the Fed chair soothe investors? Virtus Investment’s Joe Terranova weighs in. Plus, GSquared’s Victoria Greene says “the pivot is dead” ahead of tomorrow’s big meeting. She explains. And, market expert Mike Santoli’s final Last Word before the decision. What he’s watching.
9/20/2022 • 44 minutes, 18 seconds
Closing Bell: The Fall Fall, Focus on the Fed & Let's Make An EV Deal 9/20/22
Stocks selling off ahead of Wednesday's key Federal Reserve decision on interest rates. Canaccord's Tony Dwyer says stocks are setting up for a big fall in the Fall, but predicts a huge rally into the end of the year. Barclays' Adrienne Yih explains why she downgraded Nike, which was one of the worst performers in the Dow. National Economic Council Director Brian Deese on the mixed signals the market is getting from companies on the economy and whether the White House should accept any blame for inflation. GM CEO Mary Barra & Hertz CEO Stephen Scherr discuss the automaker's deal to sell up to 175,000 electric vehicles to Hertz. Plus, Barra weighs in on whether her company is experiencing the same rising supplier costs that Ford is warning about. And Lerer Hippeau Managing Partner Ben Lerer discusses how market volatility is impacting private company valuations, the IPO market and the SPAC industry.
9/20/2022 • 43 minutes
Closing Bell Overtime 9/19/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
9/19/2022 • 44 minutes, 19 seconds
Stocks make a comeback, Moderna drags, Rare interview with Ralph Lauren CEO 9/19/22
Stocks clawed back from early losses and finished the day with modest gains, as Wall Street awaits this week’s key Fed decision. Morgan Stanley’s Mike Wilson joins with a warning about earnings season, and breaks down the defensive areas he’s recommending now. Meantime Moderna pulled back sharply along with other vaccine names. Jefferies analyst Michael Yee discusses the move and if he’d recommend buying the dip. And the CEO of Ralph Lauren joins in a rare interview to break down the company’s long-term strategy and how he views the consumer in America and abroad.
9/19/2022 • 42 minutes, 52 seconds
Closing Bell Overtime: Buy the Tech Breakdown 9/16/22
It was a tough week for stocks – especially tech. So, is now the time to buy the dip? “Mad Money” Host Jim Cramer gives his expert market take. Plus, Fundstrat’s Tom Lee is sticking to his bullish stance – calling for a big comeback heading into the end of the year. Capital Wealth Planning’s Kevin Simpson is back … and this time he sees Fedex’s big warning as a big buying opportunity.
9/16/2022 • 54 minutes, 7 seconds
Volatile session to end rough week, FedEx and Fed Expectations 9/16/22
Stocks fell Friday to end a rough week on Wall Street, though the major averages finished well off the lows of the day. Lisa Erickson from U.S. Bank and Jeff Saut from Saut Strategy debate if they’d recommend buying U.S. equities now. Former CEA chair Jason Furman discusses what fears of a global recession could mean for the Fed’s decision next week. Broughton Capital’s Donald Broughton and China expert Dewardric McNeal break down the major earnings warning from FedEx and what it says about transports and China. Plus the latest on Uber’s hack, Apple’s iPhone on shelves, and GE’s red flag.
9/16/2022 • 43 minutes, 11 seconds
Closing Bell Overtime: Too Far, Too Fast? 9/15/22
The debate is on over whether the Fed is about to send stocks into a tailspin by raising rates too much, too fast. Dan Greenhaus of Solus Alternative Asset Management gives his take. Plus, could the tech wreck get even worse? Fundstrat’s Mark Newton breaks down the charts and reveals his forecast. And, top portfolio manager Avery Sheffield discusses what’s at stake at next week’s Fed meeting and how she’s navigating the uncertainty.
9/15/2022 • 44 minutes, 26 seconds
More weakness on Wall Street, Kanye West joins live to talk Gap termination 9/15/22
Stocks fell in Thursday trading, adding more losses to a painful week for the bulls. Bespoke’s Paul Hickey breaks down the market action and the moves in Apple and Disney. Tech sharply underperformed after Adobe announced a multi-billion dollar deal for software firm Figma and announced results ahead of schedule. Citi’s head of technology and communications banking discusses the deal and the broader landscape for tech M&A. And Kanye West joins live with the news that he’s terminating his retail deal with Gap.
9/15/2022 • 43 minutes, 5 seconds
Closing Bell Overtime: Warning Shot for the Bulls? 9/14/22
Investors treading lightly today as they assess the damage from yesterday’s major sell-off. So, was that a one-off drop or a warning shot of more selling to come? Eric Johnston from Cantor Fitzgerald gives his expert take. Plus, Oakmark’s Bill Nygren reveals his top value plays. And, Larry Cordiso of Osterweis Capital Management breaks down how to navigate the tech trade following yesterday’s 5% drop on the Nasdaq
9/14/2022 • 44 minutes, 27 seconds
Closing Bell: Struggling for direction, Stealth catalyst, SoFi stands out 9/14/22
It was a choppy session on Wall Street following Tuesday’s major selloff, with stocks wavering between gains and losses. Bridgewater’s Rebecca Patterson joins with her outlook for the US relative to the rest of the world. Chris Harvey from Wells Fargo and Jim Paulsen from The Leuthold Group make the bull case for equities. An expert explains why Moderna’s talks with China could present a stealth catalyst for the whole market. And the analyst who just upgraded SoFi breaks down how student loans and the NFL could help the stock.
9/14/2022 • 37 minutes, 35 seconds
Closing Bell Overtime: Dow Drops 1,200+ on CPI Report 9/13/22
It was a major sell-off day on Wall Street with the Dow falling early 4% and the Nasdaq plunging more than 5%. Virtus’ Joe Terranova gives his reaction and trading advice. Plus, Scott Wapner caught up with Doubleline’s Jeffrey Gundlach about his investment strategy. Plus, the one part of the market Gundlach sees as being a “gimmick.”
9/13/2022 • 44 minutes, 21 seconds
Closing Bell: Stocks suffer worst day since 2020 as hot inflation cools market 9/13/22
A surprisingly hot inflation print sent the major averages plummeting on Tuesday, with the Dow, S&P 500 and Nasdaq posting their worst session since the early days of the pandemic. David Zervos from Jefferies, Anastasia Amoroso from iCapital, and Richard Bernstein from Richard Bernstein Advisors discuss the implications for the Fed’s rate hike timeline. Dan Niles breaks down the trade in hard-hit tech, and explains why he thinks inflation will remain higher for longer than most people think. And the CEO of Wingstop talks about rising food costs, which jumped by the most since 1979.
9/13/2022 • 59 minutes, 52 seconds
Closing Bell Overtime: Countdown to CPI 9/12/22
It’s a moment of truth for the market as we await tomorrow’s CPI report. So, what should investors expect? NewEdge’s Cameron Dawson gives her take. Plus, Strategas’ Jason Trennert reveals the key market indicator that investors need to pay more attention to. And, SL Green and Chef Daniel Boulud are cooking up a new venture. All the details are explained in Overtime.
9/12/2022 • 44 minutes, 23 seconds
Closing Bell: Stocks climb ahead of inflation data, FTX US President on Ethereum merge, Billionaire VC’s Best Ideas 9/12/22
Stocks rose ahead of Tuesday’s key inflation reading – with the major averages building on last week’s gains. Former Fed Vice Chair Roger Ferguson weighs in with his expectations for the CPI report and what it means for the Fed’s rate hike timeline. Meantime Bitcoin got another boost, adding to recent strength. The president of FTX US weighs in on that move, plus a report that Fidelity is considering Bitcoin trading on its platform, and the long awaited Ethereum network upgrade. And legendary venture capitalist Vinod Khosla discusses this year’s rough IPO market and where he’s looking for investing opportunities now.
9/12/2022 • 42 minutes, 52 seconds
Closing Bell Overtime: Inside Risk-Reward 9/9/22
Is the risk-reward for stocks improving despite some bearish commentary from Scott Minerd? Charles Schwab’s Liz Ann Sonders gives her take. Plus, top technician Mark Newton breaks down the charts and reveals the sectors he is betting on as we head into the end of the year. And, Bank of America’s Marci McGregor reveals her recession playbook.
9/9/2022 • 44 minutes, 9 seconds
Closing Bell: 3-Day Win Streak, Fed Up & Tapestry CEO on Luxury Spending 9/9/22
Stocks staging a big rally to cap a 3-day win streak and help the major averages snap a 3-week losing streak as investors get less skittish about the potential for another 75 point interest rate hike by the Federal Reserve. Former Council of Economic Advisers Chairman Austan Goolsbee says he's worried the Fed could cause a recession if it continues to raise interest rates. Evercore ISI's Mark Mahaney discusses today's tech rally and the two stocks he thinks are cheap right now. Morgan Stanley's Jim Lacamp is skeptical about this week's gains and reveals his top short ideas. Tapestry CEO Joanne Crevoiserat discusses the outlook for luxury spending and whether the company has pricing power in this environment. And Kroger CEO Rodney McMullen on the grocer's big earnings beat and whether inflation is prompting consumers to trade down to the company's private label brands.
9/9/2022 • 43 minutes, 6 seconds
Closing Bell Overtime: Minerd’s Big Market Warning 9/8/22
Star investor Scott Minerd says markets are in for a 20% drop by mid-October. He makes his case, exclusively, in Overtime. Plus, Rich Bernstein explains why he sees a new growth sector developing. And, a late-day trade alert from Capital Wealth’s Kevin Simpson. He reveals why he is now getting back in on a big cap tech stock.
9/8/2022 • 43 minutes, 57 seconds
Closing Bell: Stocks Seesaw, Trusting the Fed & Crocs CEO on Consumer Spending 9/8/22
A volatile session on Wall Street after Fed Chairman Jay Powell reiterated the Fed will do whatever it takes to tame inflation and suggested a pivot to cutting rates is not on the table. Lazard CEO of Financial Advisory Peter Orszag discusses the impact the Fed's rate hikes are having on the economy and market and whether the central bank can tame inflation without causing a recession. Plus, he explains why he thinks the European Central Bank made a mistake by raising interest rates by 75 basis points today. Clocktower Chief Strategist Marko Papic says you can't trust what the Fed is saying and explains why he thinks there will be a pivot once inflation peaks. Becton Dickinson CEO Tom Polen discusses his company's Monkey Pox tests, whether consumers are still buying COVID tests with transmission rates on the decline and if his company is still facing supply chain challenges. And Crocs CEO Andrew Rees discusses the state of consumer spending and whether inflation is impacting sales.
9/8/2022 • 42 minutes, 32 seconds
Closing Bell Overtime: Weighing Today’s Bounce 9/7/22
Did the Fed’s Lael Brainard just open the door – ever so slightly – for an end to the rate hikes and the beginning of a bigger rally? Bryn Talkington of Requisite Capital gives her take. Plus, will Apple’s big product event get the stock moving higher in the months ahead? All-star panel of Jason Snipe from Odyssey Capital and Alex Kantrowitz of Big Technology break down what they’re seeing for the tech giant. And, market expert Mike Santoli digs in on today’s rally in his Last Word.
9/7/2022 • 44 minutes, 22 seconds
Closing Bell: Stocks Soar, Apple's Big Announcement & Kellogg's CEO on Consumer Spending 9/7/22
Stocks rallying and the Nasdaq snapping a 7-day losing streak thanks to lower interest rates and oil prices. All eyes were on Apple today, which announced several new products including the iPhone 14 and new Apple Watches. Wedbush's Dan Ives says the price increase on Apple's new iPhone 14 will be a catalyst for the stock to rally. Kellogg CEO Steve Cahillane says he sees resilience in the state of the consumer and does not see people trading down to lower priced products, but does see some costs such as higher wages sticking around. Macquarie's Tim Nollen upgrading shares of Netflix and explains why he is bullish on the streaming giant's upcoming ad tier. And Lightspeed Partner Michael Mignano discusses the outlook for private company valuations and the IPO market.
9/7/2022 • 43 minutes, 10 seconds
Closing Bell Overtime: Nothing But Negativity? 9/6/22
Many investors painting an ugly picture of the markets … but are things really that bad? Could it be a contrarian signal for your money? Trivariate’s Adam Parker weighs in. Plus – the case for *and* against growth stocks. EMJ’s Eric Jackson sees a lot of value in the space but New Edge’s Cameron Dawson takes the other side of that argument. And, we’re counting down to Apple’s big product event. We break down top three things every investor needs to be watching.
9/6/2022 • 44 minutes, 22 seconds
Closing Bell: Rollercoaster Ride, Crude Cut & Unilever CEO on Consumer Spending 9/6/22
Stocks taking investors on a wild ride. The market rallying out of the gate, but retreating throughout the session. The Nasdaq falling for the 7th straight day, the longest losing streak since 2016. Mobius Capital Partners' Founder Mark Mobius weighs in on the recent sell off and reveals which countries he thinks can deliver better returns than the U.S. Bridgewater's Karen Karniol-Tambour discusses why investing in China is a big part of her portfolio protection playbook. Citi Global Wealth Management's Kristen Bitterly remains bearish on the market, but reveals the two sectors she thinks can help investors play defense in this uncertain environment. Husseini Energy Founder Sadad Al-Husseini on how OPEC's oil production cut and Russia indefinitely suspending natural gas supplies to Europe will impact energy prices. And Unilever CEO Alan Jope on the state of consumer spending and whether people are trading down to cheaper products because of inflation and economic concerns.
9/6/2022 • 42 minutes, 40 seconds
Closing Bell Overtime: Soft Start to September 9/2/22
Stocks posting losses to start September, but Fundstrat’s Tom Lee says there could be an upside surprise in store. Plus, two top money managers share their predictions for the Federal Reserve’s next rate hike. And, market expert Mike Santoli unpacks what’s ahead in a busy month for equities.
9/2/2022 • 44 minutes, 23 seconds
Closing Bell: 800 Point Swing, Goldilocks Jobs Report & Oil's Not Well 9/2/22
Stocks staging a big early session rally following the August jobs report, which came in slightly weaker than expected, easing fears the Fed could hike interest rates more aggressively. But the Dow, which had been up nearly 400 points, swung to a 400 point decline after Russia's Gazprom announced an indefinite shutdown of Europe's Nord Stream pipeline. OPIS Global Head of Energy Tom Kloza discusses what the pipeline problems mean for oil and gas prices. Truist's Keith Lerner explains why he thinks this market sell off would have happened regardless of the pipeline news. Satori Fund Founder Dan Niles discusses the recent rough ride for tech stocks and where he is finding opportunities in this market. Jefferies Michael Yee on why he is so bullish on biotech stocks despite a huge sell off this year. And IMAX CEO Rich Gelfond on the outlook for the box office and the first ever national cinema day on Saturday.
9/2/2022 • 46 minutes, 16 seconds
Closing Bell Overtime 9/1/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
9/1/2022 • 44 minutes, 20 seconds
Closing Bell: Dramatic Comeback, Chips Chopped & Prime Time For Disney 9/1/22
Stocks staging a big late-day turnaround, helping the Dow and S&P snap a 4-day losing streak. Chip stocks getting crushed after the U.S. government restricted Nvidia and AMD's sales to China. Piper Sandler's Harsh Kumar explains why he slashed his price target on Nvidia and discusses the other stocks that may be at risk. Keycorp CEO Chris Gorman on the outlook for commercial and consumer loan growth and how rising interest rates are impacting the regional bank. Chargepoint CEO Pasquale Romano discusses the outlook for the electric vehicle charging business after reporting huge year-over-year sales growth. And Epyllion CEO Matthew Ball reacts to reports that Disney is exploring a membership service similar to Amazon Prime, something he predicted the media giant would do six years ago.
9/1/2022 • 42 minutes, 45 seconds
Closing Bell Overtime: Setup for September 8/31/22
New month, same choppy market? SoFi’s Liz Young and Ritholtz Wealth Management’s Josh Brown crack open their September playbooks with August’s losses locked in. Plus, Gabriela Santos of JP Morgan Asset Management says Fed Chair Jerome Powell gave the market a lot more than it bargained for at Jackson Hole. And, FirstMark’s Rick Heitzmann reveals how Snap’s restructuring story could benefit the social stock.
8/31/2022 • 44 minutes, 28 seconds
Closing Bell: Stocks Slump Again, Snap-Back & Pet Problems 8/31/22
Stocks falling again to close out the month of August on a 4-day losing streak. Shares of Snap staging a big rally after announcing a major restructuring, including cutting 20% of its workforce. MKM Partners' Rohit Kulkarni explains why he is bullish on this move, but EMJ Capital President Eric Jackson remains bearish on the stock and questions management's decisions. Shares of online pet retailer Chewy in the dog house after missing sales estimates and lowering its full year guidance. CEO Sumit Singh discusses how inflation is taking a toll on consumer spending. Designer Brands, which owns footwear retailer DSW, not seeing any signs of slowing consumer spending. CEO Roger Rawlins discusses what's behind better than expected earnings and how the back-to-school shopping season is impacting sales. UBS' Michael Lasser issuing a bearish note on Bed, Bath & Beyond. He explains why he is skeptical about the company's new turnaround plan. And BNY Mellon CEO Robin Vince discusses the bank's crypto strategy and how rising interest rates are impacting the financial industry.
8/31/2022 • 42 minutes, 50 seconds
Closing Bell Overtime 8/30/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
8/30/2022 • 44 minutes, 21 seconds
Closing Bell: 3-Day Losing Streak, Underpricing a Recession & National Economic Council Director on Inflation 8/30/22
Stocks falling for a third straight day over concerns the Federal Reserve will continue raising interest rates in order to fight inflation. National Economic Council Director Brian Deese discusses how fast inflation could come down from here and why the White House expects the rate of job growth to cool in the months ahead. Marathon Asset Management Founder Bruce Richards says the market is underpricing a recession and thinks there is a lot more downside ahead. He reveals the sectors he believes will outperform during a recession. BD8 Capital CEO Barbara Doran explains why she thinks the market is setting itself up for a rally this fall and unveils the stocks that could lead the charge. Brookings Institution's Michael O'Hanlon on how increasing tensions between China & Taiwan could impact the market. And Citi Global Head of Commodities Research Ed Morse reacts to today's energy sell off and why he thinks oil prices could continue to slide.
8/30/2022 • 42 minutes, 52 seconds
Closing Bell Overtime 8/29/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
8/29/2022 • 44 minutes, 31 seconds
Closing Bell: Stocks Lose Steam, High Energy & Flexible Living 8/29/22
Stocks staging a big mid-day comeback after opening deep in the red, but the market lost steam into the close. Bespoke's Paul Hickey says it is too soon to call the end of the summer rally, but things could get tricky for investors in September. Canyon Partners Co-Founder Josh Friedman thinks the Fed could oversteer its attempt to fight inflation and that could lead to a long malaise, not a recession, and he reveals where he sees distressed opportunities in this market. Medley Global Advisors' Ben Emons says investors should remain defensive in this rising rate environment. Ariel's Charlie Bobrinskoy says energy stocks still look cheap despite today's rally in oil. He reveals his top energy pick. And Landing CEO Bill Smith discusses the outlook for the flexible living industry and competing with Adam Neumann's new concept called Flow.
8/29/2022 • 42 minutes, 32 seconds
Closing Bell Overtime 08/26/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
8/26/2022 • 59 minutes, 57 seconds
Closing Bell: Fire in the hole! Stocks plummet on Powell speech 8/26/22
The major averages fell hard in Friday trading, with the selloff sparked by Fed Chair Powell’s speech in Jackson Hole. Fed watchers David Zervos and Peter Boockvar parse through the speech for clues about the Fed’s rate policy. Evercore’s Mark Mahaney breaks down the pain for big tech. Canaccord’s Tony Dwyer discusses the outlook for the markets. And LightShed’s Brandon Ross joins to talk about EA – which bucked the downtrend on M&A rumors.
8/26/2022 • 1 hour
Closing Bell Overtime: Prepping for Powell 8/25/22
Fed Chair Powell’s speech on deck tomorrow and investors are anxiously awaiting his comments. Gabriela Santos of JP Morgan Asset Management gives her prediction for what stocks might do on the back of that speech. Plus, Bespoke’s Paul Hickey says current market signals are more positive than negative. He explains why. And, market expert Mike Santoli wraps up a wild day on Wall Street.
8/25/2022 • 44 minutes, 13 seconds
Closing Bell: Stocks stage late rally, Tesla split takes effect, Retail goes on sale 8/25/22
Stocks staged a rally in the final hour of trading – with the Dow gaining more than 300 points, and the Nasdaq popping by more than 1.5%. PIMCO’s Tony Crescenzi joins to discuss the latest signals from the Fed ahead of chair Powell’s Friday speech. Meantime Tesla ticked lower as its 3-for-1 stock split took effect. Analyst Craig Irwin discusses what the split means for shareholders. And retail names like Burlington and Abercrombie pulled back as earnings raised new concerns about the state of the consumer. Dana Telsey from Telsey Advisory Group breaks down her retail shopping list.
8/25/2022 • 43 minutes, 9 seconds
Closing Bell Overtime: Moment of Truth for Tech? 8/24/22
Salesforce, Snowflake and Nvidia all reporting results in Overtime. Mad Money host Jim Cramer makes a surprise appearance on the Overtime set with his instant reaction to all of the earnings results. Plus, Nuveen’s Saira Malik breaks down three key areas of the market she is watching given the recent market volatility. And, the Jackson Hole Summit kicks off tomorrow – we dig in on the key themes to watch with Wall Street Journal’s Nick Timiraos.
8/24/2022 • 45 minutes, 56 seconds
Closing Bell: Stocks make up some ground, Housing headaches, SoFi’s student loan bounce 8/24/22
Stocks closed mostly higher in Wednesday trading, as investors await Friday’s speech from Fed Chair Jay Powell in Jackson Hole. Housing was a big focus on Wall Street, after new data showed a decline in home prices for the first time in 3 years. Jeana Curro from Bank of America and John Lovallo from UBS join to discuss the state of housing, and what the downturn in prices means for the real estate market. Meantime SoFi shares climbed as President Biden announced his student debt relief plan. Mizuho’s Dan Dolev explains why he thinks that’s a good thing for SoFi shareholders.
8/24/2022 • 42 minutes, 45 seconds
Closing Bell Overtime: Weighing the Market Rally 8/23/22
Are stocks set up for a big fall on Friday or are they positioned for another leg higher? Joe Terranova of Virtus Investment gives his take. Plus, the latest twist at Twitter. The stock sinking as a whistleblower sounds the alarm on the company. All-star panel of Alex Kantrowitz and Casey Newton break down what these allegations mean for Elon Musk’s takeover deal. And, Pimco’s Erin Browne explains her bear market playbook.
8/23/2022 • 44 minutes, 14 seconds
Closing Bell: Stocks mixed in seesaw session, Why recycling is key for EVs 8/23/22
Stocks finished mixed in a choppy session on Wall Street, with small caps seeing gains while the Dow and S&P 500 pulled back. Dan Ives from Wedbush and Charlie Bobrinskoy from Ariel Investments debate the trade on tech, following Monday’s big pullback for the Nasdaq. Chart watcher Jeff DeGraaf breaks down the S&P 500 levels that should be on your radar. And the CEO of Lithium processor Li-Cycle explains why battery recycling is key for the growth of the electric vehicle market.
8/23/2022 • 42 minutes, 38 seconds
Closing Bell Overtime: The Fate of Stocks 8/22/22
A steep sell-off on Wall Street has investors weighing the fate of stocks as we kick off a new trading week. Trivariate’s Adam Parker gives his take. Plus, Wharton School Professor Jeremy Siegel breaks down his stock playbook. And, market expert Mike Santoli’s “Last Word” on today’s big reversal.
8/22/2022 • 43 minutes, 51 seconds
Closing Bell: Stocks tank, Health care bright spot 8/22/22
Stocks pulled back sharply to kick off a new trading week, with the Nasdaq feeling the most pain, as investors look ahead to the Fed’s meeting this week in Jackson Hole. Charles Schwab Chief Investment Strategist Liz Ann Sonders joins with her take on the selloff, and how long it could last. Market experts Barry Knapp, Keith Lerner and Jim Paulsen share their outlooks and best ways to play the volatility. And Signify Health was a major outperformer today, boosted by reports of a bidding war from Amazon and others for the company. The CEO of Cano Health, which was boosted in sympathy, weighs in on the potential deal.
8/22/2022 • 49 minutes, 43 seconds
Closing Bell Overtime 8/19/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
Stocks sliding on Wall Street as the S&P 500 snaps a 4-week winning streak. BTIG Chief Market Technician Jonathan Krinsky explains why he sees big headwinds for stocks on the horizon, but reveals the one sector he thinks is attractive right now. Ally's Lindsey Bell thinks the market will remain volatile for a while, but it is too soon to say whether the summer rally is over. Mizuho's Dan Dolev on the sell off in bitcoin and why he sees significant downside to shares of crypto exchange Coinbase. Shares of Bed, Bath & Beyond plunging after investor Ryan Cohn sold his entire stake in the retailer. Former SEC Chair Harvey Pitt discusses whether regulators should look into the timing behind that sale.
And Sunpower CEO Peter Faricy discusses how the Inflation Reduction Act could be a huge boon for the solar industry.
8/19/2022 • 42 minutes, 47 seconds
Closing Bell Overtime: The Bulls vs. the Hawks 8/18/22
Fed speak front and center on Wall Street today … so the question now is can the bull charge actually continue even as hawks swoop in? Dan Greenhaus of Solus Alternative Asset Management gives his take. Plus, top chip analyst Stacy Rasgon gives instant reaction to Applied Materials results. And, five-star fund manager Kevin Simpson of Capital Wealth Planning makes the bull case for oil.
It was a volatile day on Wall Street as stocks staged a late-session comeback. JPMorgan Asset Management's Phil Camporeale says we're currently in "the most supportive environment for investing we have seen all year". Former TikTok CEO & Former Disney executive Kevin Mayer discusses the winners and losers in the streaming wars and why he thinks Netflix's upcoming ad-supported tier will be a success. Plus, he discusses investor Dan Loeb's new push for Disney to spin off its ESPN business and Amazon testing a TikTok-like feature. Suntory CEO Takeshi Niinami discusses whether he is seeing customers trade down to cheaper whiskeys and other spirits in this economy as well as how his company is competing in the red hot tequila market. And B. Riley Securities Susan Anderson reacts to investor Ryan Cohen's intent to sell his stake in meme stock darling Bed, Bath & Beyond just days after she downgraded the stock to sell with a $5 price target.
8/18/2022 • 43 minutes, 4 seconds
Closing Bell Overtime: The Pause the Market Needed? 8/17/22
The Dow snapped a 5-day win streak … but is this just what the market needed? Josh Brown of Ritholtz Wealth Management gives his take. Plus, Morgan Stanley Wealth Management’s Lisa Shalett says investors should not chase new market momentum. And, reaction to Target’s earnings from an analyst who issued a bold call ahead of that report – he explains where he stands now.
8/17/2022 • 44 minutes, 31 seconds
Closing Bell: Win Streak Snapped, Fade The Rally and Amazon's TikTok Copycat 8/17/22
The Dow snapping a 5-day winning streak following disappointing retail sales data and a huge profit miss by Target, which was forced to slash prices to eliminate excess inventory. Fmr. Macy's CEO Terry Lundgren discusses whether he thinks the industry's inventory problems will be fixed in time for the holiday shopping season. Fmr. Kansas City Fed President Thomas Hoenig discusses how much the Fed will hike interest rates at its next meeting and if he thinks the central bank could pivot to rate cuts next year. Wells Fargo Investment Institute's Scott Wren believes a pivot is off the table and investors should be fading this recent rally, adding this is the most negative he has been on the market in a while. Manhattan Venture Partners' Rashaun Williams explains why he thinks the ice cold IPO market is about to heat up and lays out the top 5 names on his IPO watch list. And UBS's Lloyd Walmsley on whether Amazon testing a TikTok-like feature could be a game changer.
8/17/2022 • 42 minutes, 52 seconds
Closing Bell Overtime: Is Buy the Dip Back? 8/16/22
Virtus Investments’ Joe Terranova says any pullback could present a big upside opportunity – he makes his case. Plus, Gabriella Santos of JP Morgan Asset Management thinks the market could see another leg lower in the fall. And, the red-hot housing market is showing signs of cracking following a slew of bad data … but UBS thinks this could actually mark a turning point for homebuilders.
8/16/2022 • 41 minutes, 18 seconds
Closing Bell: 5-Day Win Streak, Walmart's Big Beat & President Biden Signs The Inflation Reduction Act 8/16/22
Better than expected earnings from Walmart and Home Depot helping the Dow extend its winning streak to a fifth straight day, although the broader market did lose steam late in the session. DWS Americas Chief Investment Officer David Bianco discusses whether investors should trust the recent rally and reveals where he still sees value in this market. Former Walmart U.S. CEO Bill Simon says the world's largest retailer is profiting from consumers shopping for lower food prices, but worries the company could get hurt by higher inventories of discretionary items. Palantir COO Shyam Sankar discusses the company's new efforts in health care and the impact the conflict between Russia & Ukraine is having on his business. And President Biden signs the Inflation Reduction Act into law.
8/16/2022 • 44 minutes, 24 seconds
Closing Bell Overtime 08/15/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
8/15/2022 • 44 minutes, 30 seconds
Closing Bell: Stocks Rebound, Recession Risks And Buy The Dip 8/15/22
The market staging a comeback from early session losses following weak economic data in China. Fundstrat Head of Research Tom Lee thinks stocks could be heading to all-time highs and investors who are skeptical of this rally are missing out. Laffer Tengler Investments’ CEO Nancy Tenger reveals which stocks she sees value in amid this 4-week market rally. National Bureau of Economic Research Chair John Lipsky discusses whether the China slowdown raises the risks of a recession in the U.S. and around the globe. JPMorgan Retail Analyst Matt Boss on what he expects from retail earnings ahead of tomorrow’s results from Walmart and Home Depot. And UTZ CEO Dylan Lissette discusses the outlook for food inflation and why consumers continue to buy his company’s chips and dips despite several price hikes.
8/15/2022 • 42 minutes, 45 seconds
Closing Bell Overtime 8/12/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
8/12/2022 • 44 minutes, 11 seconds
Closing Bell: Stocks jump to end week, Economic impact of Inflation Reduction Act 8/12/22
Stocks jumped in Friday trading, capping off a strong week of gains – the fourth in a row for the S&P 500 and the Nasdaq. Market experts Eric Jackson, Charlie Bobrinskoy, and Lori Calvasina discuss how long the rally can last, and if you should be positioning more heavily in growth or in value stocks. Meantime as the House debated the Inflation Reduction Act, J.P. Morgan Chief Economist Michael Feroli discusses the impact the legislation could have on the economy. And in today’s Market Zone, we break down the resurgence in meme trades, the pop for Peloton, and the latest commentary from the Fed.
8/12/2022 • 43 minutes, 18 seconds
Closing Bell Overtime: Bear Market Officially Over? 8/11/22
Is there a chance the bear market is now dead … or is the really off the mid-June lows just a giant head-fake? Anastasia Amoroso of iCapital weighs in. Plus, Goldman’s Tony Pasquariello breaks down what he is seeing in this recent rebound. Plus, Barbara Ann Bernard of Wincrest Capital gives some top picks for your portfolio.
8/11/2022 • 43 minutes, 59 seconds
Closing Bell: Stocks give up early gains, Disney leads the Dow 8/11/22
Another cooler-than-expected inflation report helped boost sentiment in early trading, but gains faded throughout the session following Wednesday’s big rally. Cowen CEO Jeff Solomon and Alli McCartney from UBS give their outlook on the market and the Fed’s path. Disney held on to gains after reporting strong earnings and streaming subscriber numbers. Former NBC Entertainment Co-Chairman Ben Silverman weighs in on if he thinks consumers will be willing to pay more for Disney+.
8/11/2022 • 49 minutes, 34 seconds
Closing Bell Overtime: Red Hot Rally 8/10/22
Cooling inflation numbers sparked a big rally on Wall Street. So, is today’s CPI number further proof the fed is successfully engineering a soft landing – and is the pivot in play? Josh Brown of Ritholtz Wealth Management gives his take. Plus, Wells Fargo’s Mike Mayo sees more upside for the banks. He breaks down the reasons why. Plus – reaction to Disney, Bumble and more all reporting results in overtime.
8/10/2022 • 44 minutes, 30 seconds
Closing Bell: Cooler inflation fuels sharp rally, Plug Power CEO on stock surge 8/10/22
A cooler-than-expected inflation report fueled a sharp rally on Wall Street, with the Dow closing higher by more than 500 points and the Nasdaq surging nearly 3%. Jason Trennert from Strategas and Tony Dwyer from Canaccord discuss what the inflation print means for their outlooks, and how the Fed could react. Meantime shares of Plug Power surged, despite missing earnings estimates. CEO Andy Marsh joins to talk about how his industry could benefit from the Inflation Reduction Act. And one name that sat out the rally was Angi, the parent of Angie’s List. The company’s CEO weighs in on whether or not the pandemic home improvement boom is over.
8/10/2022 • 43 minutes, 7 seconds
Closing Bell Overtime: Countdown to CPI 8/9/22
Stocks treaded water again today as investors anxiously awaiting tomorrow’s critical CPI report. Virtus Investment Partners’ Joe Terranova gives his forecast. Plus, Alphabet shares took a hit late in the trading day on some reports surrounding the DOJ potentially suing Google. Bill Nygren of Oakmark Funds – an Alphabet shareholder – gives his instant reaction. Plus, Disney is set to report results in Overtime tomorrow. Julia Boorstin gives a rundown of all the key metrics and themes every investor needs to watch.
8/9/2022 • 44 minutes, 21 seconds
Closing Bell: Stocks fall ahead of inflation print, Chips get chopped, SoFi CEO on stock plunge 8/9/22
Stocks fell in another choppy session, with the Nasdaq feeling the brunt of the pain, closing lower by more than 1%. Liz Ann Sonders from Charles Schwab and Tom Lee from Fundstrat discuss their outlooks ahead of tomorrow’s CPI report. Meantime chip stocks were hit hard after Micron warned on earnings. Rajvindra Gill joins to make the bull case for the semis, and Commerce Secretary Gina Raimondo discusses the signing of the CHIPS Act. And SoFi CEO Anthony Noto talks about Softbank’s decision to sell some or all of its stake in the company.
8/9/2022 • 43 minutes, 10 seconds
Closing Bell Overtime: Time to Bet with the Bulls? 8/8/22
Are the bulls winning the battle for where the market is headed next or could some key economic data this week bring the bears roaring back to life? BMO’s Brian Belski gives his take. Plus, top chip analyst Stacy Rasgon weighs in on Nvidia’s big revenue warning. And, Ed Yardeni says the recent bull run could stall this week. He explains the reasons why … and what is at stake for stocks.
8/8/2022 • 44 minutes, 35 seconds
Closing Bell: Choppy Session to Start Week, Reaction to Inflation Reduction Act 8/8/22
Stocks were mixed in Monday trading, with the Dow closing slightly higher, while the Nasdaq ticked lower, in part on an earnings warning from chipmaker Nvidia. But solar and EV stocks were outliers – climbing after the Senate advanced the Inflation Reduction Act over the weekend. National Association of Manufacturers president Jay Timmons joins with his objections to the bill, while the CEO of solar firm Sunnova makes the case for why it’s a positive. Meantime former Fed governor Sarah Bloom Raskin discusses if the bill will indeed combat inflation. And the CEO of Chegg breaks down the current environment for tech stocks.
8/8/2022 • 43 minutes, 36 seconds
Closing Bell Overtime 8/5/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
8/5/2022 • 44 minutes, 25 seconds
Closing Bell: Jobs Jolt, Fmr. Treasury Secretary Jack Lew On Inflation & Winging It 8/5/22
A volatile day on Wall Street as investors weighed whether the much stronger than expected July jobs report means the Federal Reserve could hike interest rates more aggressively at its next meeting. Mastercard Chief Economist for the U.S. Michelle Meyer says the Fed needs to do more to cool inflation in the wake of that hot report, but LinkedIn Chief Economist Karin Kimbrough says she sees some small cracks forming in the labor market. Former Treasury Secretary Jack Lew explains why he is endorsing the new Inflation Reduction Act and why he thinks it will effectively fight inflation. And Wingstop CEO Michael Skipworth says everybody may be talking about food inflation, but his company is actually benefitting from falling chicken wing prices.
8/5/2022 • 42 minutes, 7 seconds
Closing Bell Overtime: More August Gains Ahead? 8/4/22
Hightower’s Stephanie Link says this rally could last the rest of the month – she makes her case. Plus, Wedbush’s Dan Ives gives instant reaction to Lyft’s quarterly report. Plus, market expert Mike Santoli’s “Last Word” as we head into the final trading day of the week.
8/4/2022 • 44 minutes, 13 seconds
Closing Bell: All Eyes on Jobs, Electric Results & Pets and Profits 8/4/22
Stocks mostly lower on Wall Street as investors brace for Friday's all-important July jobs report. Ariel Investments Co-CEO John Rogers weighs in on the recent market rally and unveils his top picks in the media and consumer discretionary industries. Nikola CEO Mark Russell discusses the EV truck makers' bullish delivery outlook and why passage of the Inflation Reduction Act would be a tailwind for his industry. Zoetis CEO Kirstin Peck on the animal healthcare company's weaker than expected earnings and whether consumers are still spending on their pets in this economic environment. And Oppenheimer's Owen Lau explains why Coinbase's new partnership with Blackrock is a bullish catalyst for the stock.
8/4/2022 • 42 minutes, 48 seconds
Closing Bell Overtime: The Resilient Rally 8/3/22
It was a rally day on Wall Street as stocks claw back toward some key levels. But how much more is really left in this run? Trivariate’s Adam Parker weighs in. Plus, Chris Harvey of Wells Fargo Securities says we’re not going to retest the lows until next year. He makes his case. And, Mike Santoli’s “Last Word” on tech’s big move today.
8/3/2022 • 44 minutes, 8 seconds
Closing Bell: Stocks Soar, Fintechs Flying High & Let's Make A Deal 8/3/22
Stocks snapping a two-day losing streak following stronger than expected economic data and earnings. But Canaccord's Tony Dwyer explains why he thinks the summer rally is about to cool off. Carlyle Group Co-Founder David Rubenstein says he doesn't see a recession in the near term and discusses the outlook for dealmaking in this environment. Mizuho's Dan Dolev weighs in on the big rally in Fintechs today and whether investors should be buying these stocks after big year-to-date declines. And KKR's Paula Campbell Roberts says she now expects a slowdown in spending by high-income spending, but she unveils which retail stocks she thinks will be able to buck that trend.
8/3/2022 • 42 minutes, 34 seconds
Closing Bell Overtime: The Bear Bounce Battle 8/2/22
Have markets really turned a corner? Joe Terranova of Virtus Investment Partners gives his forecast for stocks. Plus, top-rated chip analyst Stacy Rasgon gives his instant reaction to AMD results. And, three top picks for your portfolio with Lauren Hill from Westwood Quality Value Fund.
8/2/2022 • 47 minutes, 7 seconds
Closing Bell: Stocks Slump, Avoiding A Recession & Senator Manchin Speaks 8/2/22
Stocks under pressure on Wall Street amid rising tensions between the U.S. and China and commentary from Fed members on the pace of interest rate hikes to fight inflation. Senator Joe Manchin weighs in on how the new Inflation Reduction Act will help cool inflation and impact Wall Street by closing corporate tax loopholes. The National Bureau of Economic Research is the only organization that can officially declare a recession. CEO James Poterba discusses whether the strong jobs market will help the economy avoid recession. Axonic's Peter Cecchini discusses how rising tensions between the U.S. and China could impact Wall Street. And Wedbush's Dan Ives explains why he thinks Uber will continue to rally after reporting strong earnings and why tech stocks could see a surge into the end of the year.
8/2/2022 • 46 minutes, 9 seconds
Closing Bell Overtime: Will the Rally Hold in August? 8/1/22
The first day of a new trading month holds many questions for investors – most importantly if July’s rally can roll on. iCapital’s Anastasia Amoroso gives her forecast. Plus, early Pinterest investor Rick Heitzman gives instant analysis after that company’s quarterly report. And, market expert Mike Santoli’s first “Last Word” of the month.
Stocks slightly lower to kick off August following July's rally. Hayman Capital Management Founder Kyle Bass says despite last month's gains, the bottom is not in yet, but he reveals when he thinks it will be time to buy back into the market. Goldman Sachs' Ashish Shah discusses whether investors are getting ahead of the Fed on interest rates and why he sees big opportunities in software and biotech stocks. Jefferies' Sheila Kahyaoglu on Boeing's bullish dreamliner news and why she sees much more upside ahead for the stock. And Lemonade CEO Daniel Schreiber discusses the insurance company's huge stock decline this year and when he thinks the company will become profitable.
8/1/2022 • 42 minutes, 48 seconds
Closing Bell Overtime: The Big July Jolt 7/29/22
Stocks handed in a monster month with the S&P having its biggest gain since November 2020. So, as we head into August what could be in the cards for the market. Greg Branch of Veritas Financial Group gives his expert take. Plus, the case for small caps. Jill Carey Hall of Bank of America says the rally in this space is just getting started – she explains why. And, Plexo Capital’s Lo Toney breaks down some top tech trades for your portfolio.
7/29/2022 • 43 minutes, 31 seconds
Stocks Jump In July, Tech Takes Off & Roku Rocked 7/29/22
Stocks surging to close out the week with big gains driven by strong results from tech titans Apple & Amazon. Mariner Wealth Advisors' Time Lesko and Rosenblatt Securities' Barton Crockett discuss where they see the biggest opportunity in tech following those results. One tech stock not doing as well is Roku. That stock plunging after reporting weaker than expected numbers. Evercore ISI's Schweta Khajuria explains why she's slashing her price target on the stock. Bespoke's Paul Hickey on whether the big gains in July will be able to carry over into August. Columbia Sportswear CEO Tim Boyle discusses whether consumers are cutting back on spending amid the ongoing economic uncertainty. And PIMCO's Libby Cantrill says the so-called Inflation Reduction Act in Congress is unlikely to cool inflation in the near term.
7/29/2022 • 43 minutes, 18 seconds
Closing Bell Overtime: Mega-Cap Tech’s Big Day 7/28/22
Amazon, Apple and Intel all reported results in the Overtime session. Our all-star panel including Wedbush’s Dan Ives, Requisite Capital Management’s Bryn Talkington and Jason Snipe of Odyssey Capital all break down the results with instant, expert analysis. Plus, Amazon and Apple shareholder Mark Lehmann explains what he is listening for on tonight’s conference calls – and what it could all mean for investors.
7/28/2022 • 47 minutes, 7 seconds
Closing Bell: Rally Rolls On, Marriott's CEO On Travel Spending & Solar Stocks Shine 7/28/22
Stocks rallying again despite a report showing GDP contracted for the second straight quarter. Marriott CEO Tony Capuano met with President Biden on the state of the economy and discussed why he still sees strong consumer spending on travel. Neuberger Berman Managing Director Holly Newman Kroft reveals how she is advising high net worth clients to invest outside of equities and fixed income during this economic downturn. Solar stocks soaring today. Sunnova CEO John Berger reacts to the Senate deal on clean energy funding and what that means for his industry. Susquehanna's Chris Rolland on how semi stocks will be impacted by the newly passed Chips Act, which now heads to President Biden's desk. And Tilray Brands CEO Irwin Simon discusses the cannabis company's big sales beat and the potential impact on his industry if Republicans win the midterm elections.
7/28/2022 • 43 minutes, 2 seconds
Closing Bell Overtime: The Fed, Facebook & a Big Rally 7/27/22
Another day of big earnings in Overtime with results from Meta, Qualcomm and Ford. Ritholtz Wealth Management’s Josh Brown and Hightower’s Stephanie Link give instant analysis. Plus, an exclusive sit down with Doubleline’s Jeffrey Gundlach with his first take on the Fed decision. And, NewEdge Wealth’s Cameron Dawson reacts to the day’s big rally and breaks down her market forecast.
7/27/2022 • 47 minutes, 14 seconds
Stocks Soar, Slowing Pace & Turning Bullish 7/27/22
Stocks staging a big rally after the Federal Reserve raised interest rates by 75 basis points to fight inflation and hinted it could slow the pace of its rate hikes. Fmr. National Economic Council Director Gary Cohn discusses whether he thinks higher rates are helping to cool inflation and slow economic growth. Plus, he explains why he is more of a buyer than a seller in this market. Jefferies Chief Market Strategist David Zervos says he is also turning bullish and thinks the market could rally into the end of summer. And Ally's Lindsey Bell reveals whether investors should buy shares of Meta ahead of its earnings report.
7/27/2022 • 32 minutes
Closing Bell Overtime: Parade of Big Tech Results 7/26/22
Highly anticipated tech earnings officially hit the tape in Overtime. Trivariate’s Adam Parker and Virtus Investment Partners’ Joe Terranova give their instant analysis. Plus, top chips analyst Stacy Rasgon weighs in on Texas Instruments’ results and gives his broad take on the sector. And, Short Hills Capital’s Steve Weiss explains how he is positioning his portfolio this earnings season.
The Dow & S&P 500 falling for the 2nd time in three days after Walmart cut its earnings forecast because inflation is forcing shoppers to cut back on discretionary items. Former Toys R US CEO Gerald Storch says this is the latest sign inflation will continue to weigh on consumer spending. Stifel's Mark Astrachan reveals where he sees opportunities in the retail industry. Evercore ISI's Mark Mahaney discusses how investors should trade Alphabet ahead of its earnings. Glenn Kelman, the CEO of real estate brokerage Redfin, reacts to the larger than expected decline in new home sales and says the housing market will continue to cool. And Medtronic CEO Geoff Martha discusses why passing the Chips Act in the Senate is so important for the future of the medical device industry.
7/26/2022 • 42 minutes, 51 seconds
Closing Bell Overtime: The Countdown to Big Tech 7/25/22
Big tech earnings kick off tomorrow… but what could it mean for the broad market? Avery Sheffield of Vantage Rock gives her forecast. Plus, Walmart cut it guidance and it sent the stock free-falling in Overtime. Instant analysis to that big move – and what it could mean for the rest of retail. And, the Fed in focus ahead of this week’s crucial decision. Nancy Davis of Quadratics breaks down how she is trading the volatility.
7/25/2022 • 44 minutes, 17 seconds
Bear Market Bounce, Shorting Mega Cap Tech & Credit Market Tea Leaves 7/25/22
Stocks trading in a narrow range ahead of a big week for tech earnings. SVB Private's Shannon Saccocia discusses why she thinks Apple's results could be the most important for the market. Satori Fund Founder Dan Niles says he added to his short positions in mega cap tech stocks following last week's big rally. But he reveals the one tech stock he is buying right now. CFRA's Sam Stovall says he thinks the recent market rally is just a bear market bounce. Goldman Sachs' Jonny Fine discusses what bullish signals in the corporate bond market means for stocks. And Atlas Merchant Capital CEO Bob Diamond explains why he thinks the Fed needs to go big with its rate hike this week to fight inflation.
7/25/2022 • 42 minutes, 26 seconds
Closing Bell Overtime 7/22/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
7/22/2022 • 44 minutes, 10 seconds
Closing Bell: Market bottom, Focus on the Fed & FTX's CEO on crypto regulation 7/22/22
Stocks slipping after Snap's disappointing earnings weighed on tech stocks, but the major averages still posted solid gains for the week. BD8 Capital CEO Barbara Doran and Ironsides Macroeconomics Founder Barry Knapp both think the market has hit a bottom, but RBC Capital Markets' Lori Calvasina reveals why she just cut her year end price target on the S&P 500. Former Fed Vice Chairman Roger Ferguson explains why he expects the Fed to raise interest rates by 75 basis points next week and the impact that will have on inflation and the economy. And FTX CEO Sam Bankman-Fried discusses whether the recent cryptocurrency comeback can last and why he sees regulation ramping up. Plus, he weighs in on the first ever crypto insider trading case.
7/22/2022 • 42 minutes, 55 seconds
Closing Bell Overtime 7/21/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
7/21/2022 • 44 minutes, 21 seconds
Closing Bell: Nasdaq powers another rally, ECB’s milestone hike, First crypto insider trading case 7/21/22
The Nasdaq drove another solid rally on Wall Street, with stocks closing near the best levels of the session. The pop came even as the European Central Bank raised rates for the first time in more than a decade. Former Fed governor Randy Kroszner joins to weigh in on what that move could signal about the Fed’s next policy decision, and how it impacts investors. Plus, MKM analyst Rohit Kulkarni discusses tech earnings and makes the bull case for Snapchat. And Akin Gump partner Ian McGinley breaks down the ramifications of the country’s first crypto insider trading case.
7/21/2022 • 43 minutes, 8 seconds
Closing Bell Overtime 7/20/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
7/20/2022 • 44 minutes, 15 seconds
Closing Bell: Stocks build on rally, Micron CEO & Commerce Secretary on CHIPS funding 7/20/22
Stocks built on strong gains for the week, with the Nasdaq leading the charge once again. Tom Lee from Fundstrat and Alli McCartney from UBS debate if you should trust this comeback rally. Plus, the CEO of Micron and Commerce Secretary Gina Raimondo join to discuss the push for government funding for the semiconductor industry.
7/20/2022 • 43 minutes, 9 seconds
Closing Bell Overtime 7/19/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
7/19/2022 • 44 minutes, 24 seconds
Closing Bell: Major gains for major averages, three CEOs talk earnings 7/19/22
The major averages saw big gains, with the Nasdaq leading the pack, climbing more than 3%. Part of that strength was driven by earnings, and the CEOs of three big-name companies joined to break down their quarters. Citizens Financial Group chief Bruce Van Saun talks about the consumer and the broader economic landscape. The CEO of Novartis discusses his drug pipeline and strength in the generics business. And the head of Hasbro weighs in on toy demand, the supply chain, and why Dungeons and Dragons is helping drive upside.
7/19/2022 • 42 minutes, 44 seconds
Closing Bell Overtime 7/18/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
7/18/2022 • 44 minutes, 27 seconds
Closing Bell: Stocks give up rally, Bank of America CEO on earnings, What to watch from Netflix 7/18/22
Stocks gave up an early rally, closing lower for the day, following a report on Apple warning about slower hiring and spending for some teams. Katie Stockton from Fairlead Strategies breaks down the key levels to watch on the S&P 500 following the reversal. Meantime Bank of America’s CEO Brian Moynihan joins to break down his company’s earnings report, and whether or not he sees any signs of a recession on the horizon. And analyst Michael Nathanson discusses the key things to watch when Netflix kicks off FANG earnings on Tuesday.
7/18/2022 • 42 minutes, 56 seconds
Closing Bell Overtime: Breaking Down the Big Rally 7/15/22
Stocks rallied to end the week. But what could lie ahead with a slew of big earnings slated for next week? Fundstrat’s Tom Lee gives his take. Plus, we’re breaking down all the key themes to watch ahead of those big tech results – including the likes of Netflix. And, market expert Mike Santoli’s Last Word on a volatile week for stocks.
7/15/2022 • 43 minutes, 25 seconds
Closing Bell: Stocks surge to end the week, Wells Fargo CFO on earnings, Solar CEO on Manchin comments 7/15/22
Stocks surged to end the week on the back of strong retail data and a jump for the banks. Wells Fargo CFO Mike Santomassimo joins to discuss his firm’s quarter and if he sees a recession in the cards. Solar stocks sat out the rally after Sen. Manchin reportedly poured cold water on new climate change funding. The CEO of Sunnova weighs in on what that means for his sector. And market experts Barbara Doran and Bob Doll discuss the outlook for stocks as earnings season kicks into high gear.
7/15/2022 • 43 minutes, 5 seconds
Closing Bell Overtime: Earnings & Fed Fears Mount 7/14/22
Could today’s lackluster earnings be an ugly preview of what is to come in the next few weeks? That and Fed fears could rattle the markets in a big way. Greg Branch of Veritas Financial Group gives his market outlook. Plus, some “battle-tested” tech plays. Hari Ramanan of Neuberger Berman is naming some top names for your portfolio. And, Alger’s Ankur Crawford explains where she’s seeing opportunity in growth stocks.
7/14/2022 • 43 minutes, 36 seconds
Closing Bell: Banks disappoint, Short target strikes back, Affirm CEO on consumer health 7/14/22
Stocks closed well off their lows after an initial plunge sparked by disappointing earnings from JPMorgan and Morgan Stanley. Hennessy Funds’ David Ellison breaks down those results and the read-through for the rest of earnings season. Affirm founder Max Levchin discusses the state of the consumer and the buy-now, pay-later model after rival Klarna took a major valuation haircut. And the CEO of Hannon Armstrong – the target of a short seller call from Muddy Waters – joins with his response to the report.
7/14/2022 • 42 minutes, 45 seconds
Closing Bell Overtime: New Reality of 100 Basis Point Hike? 7/13/22
Could the Fed actually hike interest rates by 100 basis points in just a few weeks? Former Dallas Fed President Richard Fisher gives his prediction and what it could mean for the economy. Plus, NewEdge Wealth’s Cameron Dawson says we could see another 10% drop before things start to get better. She makes her case. And, Kristen Bitterly of Citi Global Wealth breaks down the top defensive plays to make in this current environment.
7/13/2022 • 43 minutes, 41 seconds
Closing Bell: Hot inflation print sends stocks on wild ride 07/13/22
Stocks closed mostly lower – but off their worst levels – after another red hot inflation print showed prices rose by more than 9% in June – the biggest jump in 40 years. Deputy Treasury Secretary Wally Adeyemo weighs in with the White House plan to combat higher energy costs. Meantime Netflix popped on news of a partnership with Microsoft for its ad-supported subscription tier. Analyst Mark Mahaney discusses the prospects for the stock, and the outlook for tech more broadly ahead of earnings. And Chevron CEO Mike Wirth tells Sara whether or not he thinks oil prices are heading for a renewed surge.
7/13/2022 • 43 minutes, 4 seconds
Closing Bell Overtime: Judgment Time for Stocks 7/12/22
The all-important CPI report drops in the morning just as earnings season is kicking into high gear. So, what should investors do? We ask Trivariate’s Adam Parker. Speaking of earnings, the big banks are among the first set to report. Top analyst Mike Mayo of Wells Fargo Securities breaks down what to watch. And, VC heavyweight Lo Toney weighs in on some top tech plays for your portfolio.
7/12/2022 • 44 minutes, 8 seconds
Closing Bell: Major averages pull back, Carson Block’s new short idea 7/12/22
The major averages fell in another choppy day on Wall Street, losing momentum in the final hour of trading, with the tech-heavy Nasdaq seeing the sharpest pullback. Eric Jackson from EMJ Capital makes the case for owning some growth tech names, and lists his favorites. Investor Carson Block joins to outline his new ESG-focused short idea. And Lightspeed partner Bejul Somaia discusses the state of the VC industry amid news a big down-round from fintech company Klarna.
7/12/2022 • 42 minutes, 37 seconds
Closing Bell Overtime: Big Test for Investors Ahead 7/11/22
Earnings and a key read on inflation on deck – and investors are weighing the big risks. Payne Capital’s Courtney Garcia breaks down what she is watching. Plus, Cowen reiterated its buy on Apple – adding that it could climb more than 40% over the next year. The analyst behind that call makes his case. And, Twitter just sent a letter to Elon Musk’s attorneys. Big Technology Founder Alex Kantrowitz gives his instant reaction.
7/11/2022 • 44 minutes, 26 seconds
Closing Bell: Stocks fall to start week, Twitter tumbles, Kanye’s retail ambitions 7/11/22
Stocks fell to kick off a new trading week, with the Nasdaq losing more than 2%. Tony Dwyer from Canaccord shares his latest thinking on the market, and whether a sustainable bottom has been reached. Jefferies technology sector specialist Jared Weisfeld talks about the big drop for Twitter’s stock following news that Elon Musk is seeking to back out of the deal. Meantime the dollar’s rally rolled on, with the currency nearly reaching parity with the euro. Bruce Richards from Marathon Asset Management discusses the market implications of a stronger dollar. And Sara breaks down the news that Kanye West is looking to potentially expand his retail empire.
7/11/2022 • 42 minutes, 34 seconds
Closing Bell Overtime: The All-Clear or Time to Hunker Down? 7/8/22
Is the worst over for investors or is more pain ahead? Solus Alternative Asset Management’s Dan Greenhaus gives his opinion. Plus, Professor Jeremy Siegel says today’s red-hot payrolls report is actually weaker than it looks. Why – and how it could impact your portfolio. And, market expert Mike Santoli’s “Last Word” with a look at what he’s expecting for stocks in the week ahead.
7/8/2022 • 43 minutes, 38 seconds
Closing Bell: Rollercoaster Ride, Jobs Jolt & Crypto Bull 7/8/22
Stocks struggling for direction following the stronger than expected June jobs report. Moody's Analytics Mark Zandi says the strong jobs growth signals a good chance of avoiding an economic downturn, but Fmr. IMF Chief Economist Ken Rogoff believes the odds of a significant recession remain high. Fmr. Fed Vice Chair Roger Ferguson says the jobs report and jump in wage growth ensures the Federal Reserve will raise interest rates by 75 basis points at its next meeting. Sequoia Capital's Pat Grady explains how the current market volatility is impacting venture capital deals and why he is so bullish on cryptocurrencies despite their recent collapse. And Telsey Advisory's Dana Telsey Levi's will remain a strong performer following its better than expected earnings. She reveals the other retail names she likes in the face of rising consumer spending concerns.
7/8/2022 • 42 minutes, 39 seconds
Closing Bell Overtime: Weighing the Win Streak’s Staying Power 7/7/22
The S&P 500 posting its longest winning streak since March – but does it have staying power? Virtus Investment Partners’ Joe Terranova gives his take. Plus, top technician Fundstrat’s Mark Newton is breaking down 3 “buyable” charts. And, Elon Musk’s Twitter bid is in peril. An all-star panel of experts dig in on what it means for the future of the company… and the stock.
Stocks rallying again on Wall Street with the S&P 500 ending in the green for the 4th straight day. That's the longest winning streak of the year for the benchmark index. However, Wells Fargo's Paul Christopher recommends staying defensive despite the recent rally, but believes investors should be long-term buyers of tech stocks. World Bank President David Malpass says the U.S. may be able to avoid a recession and inflation may have peaked. NatWest Markets' Michelle Girard explains why she thinks tomorrow's June jobs report will come in stronger than expected and what that means for the economy. And Oil rebounding from this week's sharp losses. Hayman Capital Management Founder Kyle Bass correctly predicted this year's oil rally and thinks investors should still be buying oil on any dips.
7/7/2022 • 42 minutes, 55 seconds
Closing Bell Overtime: The Market’s Big Shrug 7/6/22
Stocks posted modest gains with the Fed reiterating it will do whatever it takes to bring down inflation. Ritholtz Wealth Management’s Josh Brown and Sofi’s Liz Young give their market takes. Plus, Jeff DeGraaf of Renaissance Macro Research breaks down the charts with the best – and worst – bets for your portfolio. And, according to The Wall Street Journal, only 2% of actively managed U.S. stock funds are positive over the last year. One of those top fund managers – Mike Morey of Viking Fund Management – explains his strategy.
7/6/2022 • 43 minutes, 9 seconds
Closing Bell: Stocks Storm Back, Crypto Collapse & Cash Is King 7/6/22
Stocks staging a late-day rally to end in the green after the Federal Reserve reaffirmed its commitment to fighting inflation through interest rate increases. Evercore ISI's Julian Emanuel says he thinks the broader market can rally into the end of the year, but UBS Private Wealth Management's Alli McCartney says investors should remain cautious with so much economic uncertainty right now. However, JPMorgan Asset Management's Oksana Aronov says cash is king in this environment. And Tusk Ventures CEO Bradley Tusk, who was an early investor in Coinbase, discusses the outlook for bitcoin and whether more crypto related companies will fail because of the ongoing crytpocurrency collapse.
7/6/2022 • 42 minutes, 34 seconds
Closing Bell Overtime: Tech-Led Turnaround 7/5/22
Stocks finished the session well off the lows of the day, with the Nasdaq ending the day solidly in the green. Schwab’s Liz Ann Sonders gives her take on the big market swings. Plus, Deutsche Bank out with a bullish call on Tesla despite weak delivery numbers. The analyst behind that call makes his case. And, Yardeni Research President Ed Yardeni is revising his recession forecast. He explains why and what it could mean for your money.
Stocks staging a late day comeback after the Dow fell 742 points earlier in the session on recession fears. Tech stocks leading the rebound amid a drop in bond yields. Leuthold's Jim Paulsen discusses why he is turning bullish on tech and growth stocks, but Richard Bernstein Advisors' Richard Bernstein says investors should be defensive right now because rising interest rates and decelerating profits are historically a bad combination for stocks. Ariel Head of Investment Group Charlie Bobrinskoy reveals why he thinks the banks are attractive despite falling treasury yields. Oil plunging below $100 a barrel on economic concerns. RBC Capital Markets Head of Global Commodity Strategy Helima Croft says the fundamental backdrop behind oil remains bullish. Rockefeller International Chairman Ruchir Sharma explains why he is so bullish on emerging markets in the second half of the year.
7/5/2022 • 42 minutes, 55 seconds
Closing Bell Overtime: Double down on defense? 7/1/22
Stocks ending the day in the green, but investors are still debating if it’s time to take on a defensive posture as we head into the second half of the year. Our all-star panel gives their market take. Plus, Fundstrat’s Tom Lee weighs in on Voyager’s move to freeze customer assets. And, Ally’s Lindsey Bell explains why she thinks a bottom could be sooner than most think.
Stocks storming back after early session losses following the worst first half of the year since 1970. Bespoke's Paul Hickey warns the Fed's aggressive rate hikes into a slowing economy is a bad recipe for investors.
Bank of America Securities' Vivek Arya discusses his downgrade of chipmaker Micron following the company's weak Q4 guidance and what it means for the rest of the semiconductor stocks. Wells Fargo Investment Institute Sr. Global Market Strategist Scott Wren says investors should be buying long-term exposure to tech stocks on any pullbacks. Hightower Chief Investment Strategist Stephanie Link says Meta is her top pick for the second half because of its compelling risk/reward scenario. And Former Ford CEO Mark Fields explains why a recession will not hurt the automakers as badly as past economic downturns.
7/1/2022 • 43 minutes, 29 seconds
Closing Bell Overtime: Second-half Tug of War 06/30/22
A big tug-of-war is playing out in the market between inflation shock fading and growth fears rising. Eric Jackson of EMJ tells us which he thinks will win. Plus, a potentially crucial deal in the crypto space. We break down the details and what’s at stake. And, Bank of America Securities’ Francisco Blanch tells us the top commodity plays for your portfolio.
6/30/2022 • 43 minutes, 47 seconds
Closing Bell: Ugly First Half Of The Year, Tech Technicals & CEOs Of Pepsi & HP On Recession Risks 6/30/22
Stocks slumping as the market closes out the worst first half of the year in more than 50 years. Allianz Chief Economic Advisor Mohamed El-Erian says the market has not fully priced in the Federal Reserve's aggressive interest rate hikes into a slowing economy. Wharton Finance Professor Jeremy Siegel explains why he thinks the economy is already in a recession, but does not think it will be a severe one. HP CEO Enrique Lores & Pepsi CEO Ramon Laguarta discuss how recession fears are impacting consumer spending and their businesses. Fairlead Strategies Founder Katie Stockton looks at whether the recent rally in mega cap tech stocks is more than an oversold bounce. And BD8 Capital CEO Barbara Doran says she sees opportunities to buy stocks in the consumer and tech sectors.
6/30/2022 • 43 minutes
Closing Bell Overtime: The Waiting Game 06/29/22
Investors anxiously awaiting key inflation data due out tomorrow before the bell. Josh Brown of Ritholtz Wealth Management breaks down what’s at stake for the markets. Plus, Charles Schwab’s Liz Ann Sonders explains her second half playbook. And, Kevin Simpson of Capital Wealth Planning is getting bullish on the retail space. He makes his case and the individual names he is banking on.
6/29/2022 • 44 minutes, 6 seconds
Closing Bell: Choppy Trading Day, Chips Dip & Wells Fargo's CEO On Housing 06/29/22
It was another volatile day on Wall Street as the market winds down the worst first half of the year since 1970. BNY Mellon Wealth management's Alicia Levine says a market bottom is not yet in sight and reveals what she wants to see before buying again. JPMorgan Chief U.S. Economist Michael Feroli on how tomorrow's key inflation data could impact the market and the Fed. Wells Fargo CEO Charles Scharf sat down for a rare conversation from the Aspen Ideas Festival and discussed whether the U.S. is heading in to a recession and how rising interest rates are impacting his company's big mortgage business. RiskReversal's Dan Nathan discusses whether beaten down semiconductor stocks are starting to look attractive. And Senator Rob Portman discusses when the Senate will finally move to fund the bipartisan Chips Act, which will help semiconductor companies build new plants in the U.S.
6/29/2022 • 42 minutes, 45 seconds
Closing Bell Overtime: Scott Minerd’s Market Strategy 06/28/22
Stocks sinking to end the day, with the Nasdaq falling nearly 3%. Scott Minerd of Guggenhiem Partners gives his market take – and some insight on the SPAC space. Plus, Calixto’s Eduardo Costa weighs in on the big slide in tech today. And, market expert Mike Santoli’s “Last Word” on Minerd’s stance on the Fed.
6/28/2022 • 44 minutes, 7 seconds
Closing Bell: Stocks Sink, Nike's Warning & Intel's CEO On Semiconductors Slumping 6/28/22
Stock selling off on Wall Street following disappointing consumer confidence data. Satori Fund Founder Dan Niles says Nike's weak revenue guidance is a warning for investors and discusses why he sees more downside ahead for the market. Intel CEO Pat Gelsinger on today's tech sell off and whether inflation and recession fears are leading to a slowdown in semiconductor sales. Fmr. Treasury Secretary Jack Lew on whether he thinks the economy will avoid a recession. And Piper Sandler's Jeff Harte on whether investors should be buying beaten down bank stocks in this rising interest rate environment.
6/28/2022 • 42 minutes, 41 seconds
Closing Bell Overtime: Bear Bounce or Real Bottom? 06/27/22
Stocks took a breather today after last week’s rally. So, is the market finally showing real signs of stabilizing? PIMCO’s Erin Browne gives her take. Plus, Nike reporting a beat across the board. CNBC’s Sara Eisen and Brian Nagel of Oppenheimer give instant color and analysis. And, Ed Yardeni says the relief rally is here to stay. He gives his expert take on the markets.
6/27/2022 • 44 minutes, 23 seconds
Closing Bell: Stocks Swing, IBM's CEO On Tech spending & Taking Aim At A Deal For Robinhood 6/27/22
It was a volatile day on Wall Street as stocks finish in the red following last week's big gains. Citi Chief U.S. Equity Strategist Scott Chronert explains why he just cut his year end price target on the S&P 500 and why he sees more volatility ahead. IBM CEO Arvind Krishna reveals whether inflation and economic concerns are impacting tech enterprise spending. Mizuho's Dan Dolev reacts to reports that crypto exchange FTX could be eyeing a deal for Robinhood. And Bernstein's Toni Sacconaghi says he sees upside to Apple TV+ and discusses what that means for Apple's stock.
6/27/2022 • 43 minutes, 1 second
Closing Bell Overtime: Signaling a Bottom? 06/24/22
Stocks saw major gains to end the week with the Nasdaq jumping more than 3% -- so does this bounce signal a bottom is in for the market or is there more pain ahead? iCapital’s Anastasia Amoroso breaks down her strategy. Plus, Oakmark’s Bill Nygren reveals where he is finding value in this market. And, Mark Newton from Fundstrat says the recent sell-off in commodities could be coming to an end. He breaks down the charts to explain why.
6/24/2022 • 44 minutes, 10 seconds
Closing Bell: Strong Rally to End the Week, Amalgamated Bank CEO on Supreme Court Decision, Carnival CEO on Earnings 06/24/22
Stocks staged a strong rally to cap off a solid week of gains on Wall Street. Market experts JoAnne Feeney, Brian Jacobsen, and Dan Nathan weigh in on the pop, and if it’s the start of a broader summer rally. Meantime shares of Carnival surged despite largely missing earnings estimates. CEO Arnold Donald joins to discuss Wall Street’s reaction and the headwinds that remain for his industry. And the CEO of Amalgamated Bank breaks down her company’s decision to cover travel expenses for employees seeking reproductive health care, following the Supreme Court’s decision to overturn Roe v. Wade.
6/24/2022 • 43 minutes, 33 seconds
Closing Bell Overtime: The Market’s Big Pivot 06/23/22
Investors have shifted their focus away from inflation panic to growth fears. Stocks saw gains in today’s session but Avery Sheffield of Vantage Rock at Rockefeller Capital Management still isn’t calling for an all-clear from the sell-off. She explains why. Plus, the Fed released the results of its annual stress test. David Ellison of Hennessy Funds and Hightower’s Stephanie Link give instant analysis. And, Intel issued a big warning and said its new Ohio factory could be delayed if Congress doesn’t move quickly on a key piece of legislation. Top chip analyst at Bernstein’s Stacy Rasgon breaks down the big money implications.
6/23/2022 • 44 minutes, 17 seconds
Closing Bell: Stocks Stage Late Rally, Cliff Asness on Private Equity, Chip Funding in Focus 6/23/22
Stocks popped in the final hour of trading, adding to solid gains on the week. Bespoke’s Paul Hickey and DoubleLine’s Jeff Sherman discuss the moves in equities and bonds. Meantime Intel warned it’s big Ohio chip factory could be delayed as Congress drags its feet on funding. PIMCO’s Libby Cantrill weighs in on the holdup. And AQR’s Cliff Asness shares his choice words for the Private Equity business in a rare interview.
6/23/2022 • 43 minutes, 9 seconds
Closing Bell Overtime: The Hard Reality of a Soft Landing 06/22/22
Following yesterday’s rally, today’s action has many investors wondering if the market is finally showing signs of stabilizing. Ritholtz Wealth Management’s Josh Brown weighs in. Plus, shares of Altria got smoked today on reports that the FDA could be cracking down on Juul e-cigarettes in a big way. Top-ranked analyst at Cowen – Vivien Azer – breaks down the big money implications. And, the Fed’s bank stress test will be front and center tomorrow after the bell. Leslie Picker gives a rundown of what to watch.
6/22/2022 • 44 minutes, 29 seconds
Closing Bell: Stocks all over the map, Rare interview with Cliff Asness 6/22/22
The major averages closed just below the flat line after an up-and-down session, with commentary from Fed Chair Powell and a pullback in oil prices driving the action. Hightower’s Stephanie Link joins with her latest investment thoughts. Plus, Sara sits down for a rare and exclusive interview with AQR Capital Management’s Cliff Asness, who is vastly outperforming the market this year, for an inside look at the places where he’s finding value. And the CEO of snacking giant Mondelez discusses his company’s nearly $3B deal in the energy bar space.
6/22/2022 • 43 minutes, 7 seconds
Closing Bell Overtime: Trust the Rally? 06/21/22
Stocks started the shortened trading week in the green but heightened fears of a recession is still casting doubt over whether this rally can really be trusted. Trivariate’s Adam Parker gives his take. Plus, Requisite Capital’s Bryn Talkington breaks down the crypto chaos. And, our most valuable pick. Bank of America is bullish on a beaten down software name that’s lost more than 50% this year. The analyst behind that call makes his case.
6/21/2022 • 44 minutes, 18 seconds
Closing Bell: Stocks rally, Danny Meyer on consumer spending, Kellogg splits 6/21/22
Stocks rallied to kick off a shortened trading week, following the worst week for the major averages since 2020. Tony Dwyer from Canaccord and Charlie Bobrinskoy from Ariel discuss if they think the bounce is sustainable. Meantime famed restaurateur Danny Meyer shares his thoughts on the summer spending environment, and what he’s seeing right now from consumers at his restaurants. And Sara breaks down the decision by Kellogg to split into three separate companies – and what it could mean for shareholders.
6/21/2022 • 42 minutes, 59 seconds
Closing Bell Overtime: The Relentless Reset 06/17/22
It was a wild week for stocks on Wall Street … so what could be in store for markets and your money over the next few weeks? Cerity Partners’ Jim Lebenthal gives his forecast and where he stands on big recession fears. Plus, energy was the big loser for the week. Dan Greenhaus of Solus has been bullish on the energy sector – we find out where he stands now. And, Mike Santoli’s “Last Word”. His expert take on the big market rout and what he’s watching as we head into a fresh trading week.
6/17/2022 • 44 minutes, 2 seconds
Closing Bell 6/17/22
From the open to the close, "Closing Bell" has you covered. From what’s driving market moves to how investors are reacting, Closing Bell guides listeners through each trading session and brings to you some of the biggest names in business.
6/17/2022 • 42 minutes, 51 seconds
Closing Bell Overtime: Navigating the Big Downturn 06/16/22
Stocks dropped in today’s session, with the Nasdaq closing down more than 4%. Wharton School Professor Jeremy Siegel gives instant reaction to the brutal trading day. Plus, Morgan Stanley’s Chris Toomey breaks down where he is seeing opportunity in the market. And, Mike Santoli’s “Last Word” with his expert take on the big market slide.
6/16/2022 • 44 minutes, 24 seconds
Closing Bell: Market Meltdown and Kroger's CEO On Inflation 6/16/22
Stocks plunging and pushing the Dow below the 30,000 level on increasing fears the Federal Reserve's aggressive rate hikes will spark a recession. Cantor Fitzgerald's Eric Johnston says the Fed is getting aggressive too late and warns the market is not yet pricing in a recession. Bridgewater's Karen Karniol-Tambour reveals whether investors should be buying bonds and commodities to diversify away from stocks. Medley Advisors' Ben Emons says investors should raise their allocation to cash and companies with stable cash flows. And Kroger Chairman & CEO Rodney McMullen on how inflation is impacting consumer spending and whether the grocery chain owner is able to pass higher costs on to customers.
6/16/2022 • 59 minutes, 55 seconds
Closing Bell Overtime: Historic Fed Decision 06/15/22
DoubleLine’s Jeffrey Gundlach gives his exclusive, first take on the Fed’s decision to raise rates by 75 basis points. Plus, Sofi’s Liz Young with her take on what’s at stake for stocks moving forward. And, Mike Santoli’s “Last Word” on the Fed.
Stocks rallying after the Federal Reserve hiked interest rates by 75 basis points, which is the largest rate hike since 1994. Fed Chairman Jay Powell says a similar rate hike could be on the table for the central bank's next meeting as it tries to ease inflation. Former National Economic Council Director Gary Cohn says the Fed left open the possibility that it could get even more aggressive in future meetings and explains why he is more of a buyer than a seller in this market. Jefferies Chief Market Strategist David Zervos agrees and is no longer bearish over the short term. But Morgan Stanley Chief U.S. Equity Strategist Mike Wilson says he is fading the rally and reveals his top defensive plays.
6/15/2022 • 29 minutes, 36 seconds
Closing Bell Overtime: Countdown to the Fed 06/14/22
We’re less than 24 hours away from the Fed meeting and investors are anxiously waiting to see what Fed Chair Powell’s next move will be. Trivariate’s Adam Parker and Virtus’ Joe Terranova break down what they’re betting on ahead of the meeting. Plus, Eric Jackson of EMJ Capital digs in on the meltdown in high-growth stocks. And, Osterweis’ Larry Cordisco tells us where he is finding opportunity amid the downturn in big cap tech.
6/14/2022 • 44 minutes, 24 seconds
Closing Bell: Stocks Seesaw, All Eyes On The Fed and Crypto Winter 6/14/22
It was a wild ride on Wall Street. Stocks rallying at the open before sinking sharply into the red and then staging a comeback late in the session as investors remain on edge ahead of tomorrow's Fed decision. Goldman Sachs Chief Economist Jan Hatzius on growing expectations the Federal Reserve will raise interest rates by 75 basis points tomorrow and the impact that will have on inflation and the economy. But Fmr. Kansas City Fed President Thomas Hoenig explains why he still thinks the Fed will only raise interest rates by 50 basis points and cautions 75 basis points would be a mistake. Mizuho's Dan Dolev reacts to Coinbase's CEO announcing layoffs and warning of a "crypto winter" ahead. And Jefferies Healthcare & Biotech Analyst Michael Yee on the FDA panel deciding whether to recommend Moderna's Covid vaccine for children ages 6 to 17.
6/14/2022 • 43 minutes
Closing Bell Overtime: Fed Weighing Rate Hike, Risk of Recession, & A Rally That Might Be On The Horizon 06/13/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
6/13/2022 • 46 minutes, 12 seconds
Closing Bell: Back Into Bear Market, Focus On The Fed & Crypto Crushed 6/13/22
Stocks selling off and pushing the S&P 500 back into bear market territory as investors brace for the Federal Reserve's decision on interest rates this week. Jefferies economist Thomas Simons explains why he thinks the Fed will raise rates by 75 basis points this week to help combat runaway inflation and whether these aggressive rate hikes could spark a recession. But Atlas Merchant Capital CEO Bob Diamond doesn't think that's aggressive enough and says the Fed should raise rates by 100 basis points. Citi U.S. Equity Strategist Scott Chronert says investors should be buying health care stocks as a defensive trade amid this market volatility. UBS Private Wealth management’s Alli McCartney reveals why she thinks the market could remain volatile for a long time. And Bitfury CEO Brian Brooks reacts to Bitcoin’s plunge and whether crypto lending company Celsius pausing customer withdrawals is a warning sign for investors.
6/13/2022 • 49 minutes, 26 seconds
Closing Bell Overtime: Trading the Volatility 06/10/22
Stocks closing deep in the red to finish the week, with the Dow ending the day down nearly 900 points. Fundstrat’s Tom Lee has previously said inflation had peaked and was betting on a big bounce for the markets… he gives us his fresh take following today’s ugly close. Plus, Pomp Investments’ Anthony Pompliano weighs in on inflation and if bitcoin could be a big hedge. And market expert Mike Santoli’s crucial “Last Word” to wrap up the week.
6/10/2022 • 46 minutes, 12 seconds
Closing Bell: Inflation Sparks a Sell-Off, Gaming Out the Fed 06/10/22
Another red-hot inflation print sent the major averages sharply lower in Friday trading. Market experts Barry Knapp, Tony Crescenzi and Rebecca Patterson break down what they’re watching in the selloff, and expectations for the market going forward. Former Fed vice chair Roger Ferguson discusses the implications for next week’s Fed decision. And Barclays economist Jonathan Millar lays out why he now expects an above-consensus rate hike from the central bank.
6/10/2022 • 53 minutes, 24 seconds
Closing Bell Overtime: Inflation Stock Shock Ahead? 06/09/22
Investors are bracing for tomorrow’s all-important CPI number and it could spell further trouble for markets. Trivariate’s Adam Parker gives his prediction. Meantime, JP Morgan Asset Management’s Gabriela Santos is forecasting sunnier skies ahead for markets. She makes her case. Plus, Mike Santoli breaks down the key S&P levels he is watching ahead of tomorrow’s crucial data.
6/9/2022 • 44 minutes, 27 seconds
Closing Bell: Late-Session Selloff, Tech Shopping List, The Mood from the C-Suite 6/9/22
Stocks tanked in the final hour of trading, closing near the lows, with the Dow giving up more than 600 points. Ben Emons from Medley Global Advisors explains why the S&P 500 could see another sizeable correction. Portfolio manager Kevin Landis shares his tech shopping list, with under-the-radar names to ride out the volatility. MKM’s Rohit Kulkarni breaks down the pressure on Facebook parent Meta, whose ticker symbol change officially took effect. And Yale’s Jeffrey Sonnenfeld discusses the mood from corporate executives, and whether or not CEOs are expecting a recession in America.
6/9/2022 • 46 minutes, 26 seconds
Closing Bell Overtime: Big Risks Mounting 06/08/22
Falling earnings and rising fuel prices weighing on stocks … but can the market manage to brush off the big risks in the long run? Dan Greenhaus of Solus Alternative Asset Management gives his forecast.
Plus, Fundstrat’s Tom Lee makes the case for a soft landing and why that scenario is looking more likely. And Mike’s Santoli’s Last Word on some big market “pain points.”
6/8/2022 • 44 minutes, 25 seconds
Closing Bell: Stocks pull back, Campbell CEO on inflation, Zelenskyy’s message for CEOs 6/8/22
The major averages pulled back Wednesday, giving back a chunk of their gains for the week ahead of key inflation data on Friday. Holly Newman Kroft from Neuberger Berman and Scott Wren from Wells Fargo Investment Institute discuss the risks and opportunities of investing in this market. Meantime Campbell Soup added to gains on the year following strong earnings. CEO Mark Clouse breaks down how his company has managed to navigate inflation and supply chain headwinds. And Sara asks Ukraine’s president Zelenskyy what his message is for corporate leaders regarding the war with Russia.
6/8/2022 • 42 minutes, 54 seconds
Closing Bell Overtime: Shaking off the bad news 06/07/22
Stocks have somehow managed to remain resilient in the face of a slew of headwinds. So, what does that say for the state of the market? BMO Capital Markets’ Brian Belski gives his take. Plus, iCapital’s Anastasia Amoroso says the odds of a “soft-ish” landing are on the rise. And, is the software space just too expensive? We debate it in today’s Halftime/Overtime with Virtus Investment Partners’ Joe Terranova.
6/7/2022 • 44 minutes, 20 seconds
Closing Bell: Stocks rally into the close, IHG CEO on hotel demand, Target’s profit warning 6/7/22
The major averages closed near the highs of the day – making a significant recovery from early pressure caused by Target’s profit warning. Tony Dwyer from Canaccord breaks down his call for a continued summer rally. Jefferies analyst Stephanie Wissink discusses the Target news and the read-through for the consumer and retail. Shannon Saccocia from SVB Private talks about plays in housing and energy. And the CEO of hotel giant IHG group gives his outlook for summer travel and the impact of covid testing requirements on the industry.
6/7/2022 • 42 minutes, 48 seconds
Closing Bell Overtime: Can the bear bounce continue? 6/6/22
Morgan Stanley’s Mike Wilson thinks this bear bounce still has some steam. But how long will it last? He makes his case. Pimco’s Erin Browne is getting bullish on tech -- she breaks down that trade. And, Mad Money Host Jim Cramer weighs in on what he calls “unsustainable rallies.”
6/6/2022 • 44 minutes, 33 seconds
Closing Bell: Stocks close well off highs, Apple WWDC highlights, Marriott CEO on travel demand 6/6/22
Stocks failed to hold an early rally in an up-and-down session, with the Dow giving up most of its earlier 335 point gain. Julian Emanuel from Evercore ISI and Nancy Tengler from Laffer Tengler break down how they are approaching this uncertain trading environment. Meantime Apple kicked off its Worldwide Developers Conference at its California headquarters. Wedbush’s Dan Ives and Colin Gillis from Chatham Road discuss the biggest announcements, including new software and hardware products. And the CEO of Marriott weighs in on travel demand and what he’s seeing right now from his customers.
6/6/2022 • 43 minutes
Closing Bell Overtime: Facing Major Market Obstacles 06/03/22
It was another volatile day on Wall Street. Can stocks manage to overcome a Hawkish fed and tough talk around the state of the economy? Trivariate’s Adam Parker breaks down what he is watching as we wrap up the week. Plus, Snowflake scored an initiation at Raymond James despite a big downturn this year. The analyst behind that call makes his case. And Mike Santoli is reflecting on what we learned this week in his Last Word.
Stocks sinking and closing lower for the week despite a stronger than expected May jobs report, which sparked new concerns about interest rate hikes. Neuberger Berman’s Joe Amato and Ariel’s Charlie Bobrinskoy discuss the sell off and whether they are buying the dip. KKR Global Head of Macro & Asset Allocation Henry McVey is cautious on the market, but he reveals where he sees pockets of buying opportunities. And Foot Locker CEO Richard Johnson discusses how inflation and supply challenges are impacting the retailer and how he plans to adjust his strategy with Nike shifting to a direct to consumer approach.
6/3/2022 • 51 minutes, 35 seconds
Closing Bell Overtime: Behind Stocks’ Recent Resiliency 06/02/22
Stocks continued to bounce in today’s session, despite hawkish Fed speak … but how long can the resiliency really last? Hightower’s Stephanie Link gives her expert take. Plus, instant analysis to Lululemon and Crowdstrike earnings results. And, Mike Santoli with his “Last Word” on what the market is “wishing and waiting” for ahead of tomorrow’s key jobs data.
6/2/2022 • 44 minutes, 19 seconds
Closing Bell: Stocks Storm Back, Fed's Brainard On Rate Hikes And Dollar Downer For Tech 06/02/22
Stocks staging a huge comeback on Wall Street. The Dow swinging 700 points to snap a 2-day losing streak, despite new concerns about rising interest rates. Fed Vice Chair Lael Brainard says it's hard to see a case for pausing rate hikes in September. Fmr. PIMCO Chief Economist Paul McCulley & Ally Chief Markets & Money Strategist Lindsey Bell discuss what that could mean for the market and the economy. Microsoft lowering its guidance because of the strong dollar. Jefferies Brent Thill reveals which other tech stocks could soon warn of currency headwinds. Guggenheim's Michael Morris explains why he slashed his price target on Netflix. And Reckitt Benckiser's Robert Cleveland discusses what his company is doing to help solve the ongoing baby formula shortage in the U.S.
6/2/2022 • 43 minutes, 44 seconds
Closing Bell Overtime 6/1/22
A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action.
6/1/2022 • 46 minutes, 51 seconds
Closing Bell: Rollercoaster Ride On Wall St., Meta C-Suite Shake Up And Solar Stocks Slump 6/1/22
Another wild trading day on Wall Street with the Dow swinging nearly 700 points. The market coming off the lows of the session after a Federal Reserve report showed new signs that inflation may be easing. JPMorgan Asset Management's Phil Camporeale discusses whether that's a bullish sign for investors. Citi Private Bank Global Head Ida Liu reveals where high net worth investors are putting their money. Rosenblatt's Barton Crockett reacts to Meta COO Sheryl Sandberg stepping down. And solar stocks have had a very rough year despite huge gains for the energy sector. The CEO of Sunnova discusses how tariffs and higher commodity costs are impacting the industry.
6/1/2022 • 42 minutes, 55 seconds
Closing Bell Overtime: Fate of the Rally 05/31/22
How long can the rally keep going? Eric Johnston from Cantor Fitzgerald explains why the backdrop for equities is “very unfavorable.” Plus, Dan Ives from Wedbush Securities gives his instant reaction and analysis to Salesforce’s earnings results. And, Michael Santoli “can’t hardly wait” for his “Last Word.”
5/31/2022 • 44 minutes, 25 seconds
Closing Bell: Wild May Wraps Up, CME's CEO On Market Volatility And Getting Defensive 5/31/22
Stocks falling on the last trading day of May, which has been a wild month of trading. CME Group Chairman & CEO Terry Duffy discusses the volatility in the stock, bond and commodity markets and what that means for his exchange's bottom line. Oil prices initially rallying, but gave back most of those gains on a report that OPEC may suspend Russia from its oil production deal. RBC Capital Markets' Helima Croft weighs in on what that will do for oil prices while Eurasia President Ian Bremmer looks at the potential geopolitical impact. And Strategas' Chris Verrone says he is skeptical about last week's rally, but reveals the one defensive stock he thinks investors should be buying.
5/31/2022 • 42 minutes, 33 seconds
Closing Bell Overtime: Trust the Rally on Wall Street? 05/27/22
Dow and S&P 500 post their best week since November 2020. Adam Parker from Trivariate Research, Shannon Saccocia from SVB Private, and Dan Greenhaus from Solus Alternative Asset Managment discuss whether or not this rally can last. Plus, the Nasdaq is up 10% since its intraday low last Friday. Can the bounce be trusted? And, Michael Santoli’s “Last Word” is “half-full.”
5/27/2022 • 44 minutes, 18 seconds
Closing Bell: Rally Rages On, Retail Rebound & Tech Too Cheap To Ignore? 5/27/22
Stocks staging a big rally ahead of the long holiday weekend. The Dow snapping an 8-week losing streak and the S&P 500 and Nasdaq ending 7-week losing streaks. Ironsides Macroeconomics Barry Knapp discusses whether the market has bottomed following a new report showing inflation is slowing, but Interactive Brokers' Steve Sosnick thinks there could be more downside. Investor Eric Jackson reveals the three tech stocks he says are too cheap to ignore. Charter Equity Research's Ed Snyder discusses whether investors should buy Apple's rebound. Energy also moving sharply higher this week. OPIS Global Head of Energy Analysis Tom Kloza discusses if there is more upside for energy prices. And Oppenheimer's Rupesh Parikh and BMO Capital's Simeon Siegel discuss the week's mixed bag for retail earnings and debate their opposing views on Ulta, which soared following its results.
5/27/2022 • 43 minutes, 17 seconds
Closing Bell Overtime: State of the Consumer 05/26/22
How much is inflation eating into retail profits? Stephanie Link from Hightower reacts to earnings reports from Ulta, Gap, and Costco. Plus, value investor Scott Black from Delphi Management says stocks might be “slightly overvalued.” And, Michael Santoli “Rates the Rally” in his “Last Word.”
5/26/2022 • 44 minutes, 22 seconds
Closing Bell: Plenty of green on the screen, predictions for the housing market, retail relief 5/26/22
The major averages added to big gains on the week, with the Nasdaq seeing the biggest jump, climbing by 2.7%. Alli McCartney from UBS and Jim Bianco from Bianco Research debate if the comeback rally can be trusted. Retail expert Dana Telsey breaks down more big moves in the space and the action in higher-end versus lower-end names. Redfin CEO Glenn Kelman weighs in on the fast-changing housing market, as rising rates drive up mortgage costs. And Chinese internet stocks got a lift on positive results from Alibaba and Baidu. Gil Luria from D.A. Davidson breaks down the opportunities and risks in those names.
5/26/2022 • 42 minutes, 57 seconds
Closing Bell Overtime: Moment of Truth for Tech 05/25/22
Twitter holds its annual shareholder meeting. Alex Kantrowitz from Big Technology and Casey Newton from Platformer highlight the key takeaways. Plus, shares of Nvidia sink in extended trading after reporting weaker-than-expected Q2 guidance. Josh Brown from Ritholtz Wealth Management and Bryn Talkington from Requisite Capital Management react to the numbers. And, Michael Santoli’s “Last Word” is “Saved by the Bond.”
5/25/2022 • 46 minutes, 40 seconds
Closing Bell: Stocks stage late-day rally, Ken Moelis on recession risk 05/25/22
Stocks finished the day broadly higher, with momentum picking up late in the session following the release of the Fed minutes before cooling a bit ahead of the close. Richard Bernstein from Richard Bernstein Advisors breaks down the inflation outlook and where he recommends putting money to work. Investment banker Ken Moelis discusses whether or not he thinks the US is heading for a recession, and what it means for the deal-making environment. And analyst Mark Mahaney breaks down the big highlights from Twitter and Meta’s investor days.
5/25/2022 • 43 minutes, 39 seconds
Closing Bell Overtime: Market Tug-O-War. 05/24/22
Dow closes positive after being down 515-points at session lows. Professor Jeremy Siegel from Wharton School weighs in on the market volatility. Plus,star venture capitalist Rick Heitzmann from First Mark Capital talks about the next shoe to drop in the social media stock sell-off. And, Michael Santoli looks at “lines in the sand” in his “Last Word.”
5/24/2022 • 47 minutes
Closing Bell: Dow climbs back from steep losses, Snap cracks and drags on tech. 05/24/22
The Dow clawed back from a more than 500 point drop to close in the green, but a profit warning from Snap kept tech stocks suppressed. Analysts Michael Nathanson and Rohit Kulkarni discuss the huge drop for the social media firms and the read-through for the whole advertising market. Nancy Tengler from Laffer Tengler, Sandy Pomeroy from Neuberger Berman and Stephanie Link from Hightower open up their playbooks as the market volatility rolls on. And retail expert Gerald Storch explains why a revolution is needed in some of the country’s best-known retailers, as Abercrombie & Fitch becomes the latest name to tank on results.
5/24/2022 • 43 minutes, 50 seconds
Closing Bell Overtime: Believe the Bounce? 05/23/22
Dow and S&P 500 climb nearly 2%, but can investors trust the rally? Liz Young from SoFi weighs in. Plus, Pete Najarian joins to talk about whether it is time to buy financials or not. And, Michael Santoli’s “Last Word” is “déjà vu.”
5/23/2022 • 44 minutes, 17 seconds
Closing Bell: Stocks Soar, Tech Sell Off Blame Game and Game On For M&A? 5/23/22
Stocks staging a big rally on Wall Street as investors go bargain shopping following an 8-week losing streak. Fundstrat’s Tom Lee weighs in on today's rally and whether the market may have more room to run higher. Bank of America’s Jill Carey-Hall explains why recession risks may already be priced into small cap stocks. Tusk Ventures CEO Bradley Tusk explains why he blames venture capital firms for the terrible year tech stocks have had. And Take-Two Interactive completing its acquisition of Zynga today. CEO Strauss Zelnick discusses whether more M&A is looming in the video game industry.
5/23/2022 • 42 minutes, 55 seconds
Closing Bell Overtime: Jim Cramer on the market 5/20/22
The Dow posts its eighth-straight week of declines for the first time since 1923. Jim Cramer weighs in on the volatile week for stocks. Plus, Mark Newton from Fundstrat Global Advisors outlines key metrics to watch when looking for a market bottom. And, Dan Ives from Wedbush explains why Apple is still his top stock pick.
5/20/2022 • 43 minutes, 42 seconds
Closing Bell: Wild Day On Wall Street, Retail Wreck and Kohl's Activist Investor Speaks Out 5/20/22
Stocks storming back in the final hour of trading. The Dow was down 617 points at session lows, but ended the day in positive territory, although it did fall for the 8th straight week, the longest losing streak since the 1920s. Truist's Keith Lerner and JMP Securities' Mark Lehmann discuss whether the recent sell off is a tremendous buying opportunity for long-term investors. Doug Ostrover, the CEO of alternative asset manager Blue Owl, reveals where he sees opportunities in this volatile market. Fast Money trader Dan Nathan says he is buying the QQQ ETF to gain exposure to beaten down big tech stocks. Retail getting wrecked this week following disappointing earnings from Walmart & Target. Fmr. Macy’s CEO Terry Lundgren explains why the current retail environment is one of the hardest he has ever seen in his career. And Kohl's activist investor Jonathan Duskin reacts to the retailer's disappointing earnings and explains why he is accusing the board of withholding material information from shareholders at its recent annual meeting.
5/20/2022 • 53 minutes, 21 seconds
Closing Bell Overtime: Markets close to a bottom? 5/19/22
Are markets close to a bottom? Avery Sheffield from VantageRock weighs in. Plus, Eric Jackson from EMJ Capital says it’s time to buy some of the “Cathie Wood” growth stocks. And, Michael Santoli tracks Apple’s moves in his “Last Word.”
5/19/2022 • 44 minutes, 13 seconds
Closing Bell: Wild Market Swings, National Economic Council Director On Market Turmoil and Under Armour's CEO Shake-Up 5/19/22
It was another volatile trading session on Wall Street the day after the biggest one-day sell off since 2020. The Dow was down nearly 500 points, but cut those losses in half. National Economic Council Director Brian Deese discusses the recent market volatility and the impact inflation and recession fears are having on the economy. Cantor Fitzgerald's Eric Johnston explains why he just turned bearish on the market again after recently calling for a short term rally, but RBC Capital Markets’ Lori Calvasina says the market looks like it is trying to bottom. Shares of Under Armour plunging after unexpectedly announcing a CEO change. Founder & Executive Chairman Kevin Plank explains why the move was made and whether the consumer shift away from discretionary spending will hurt his business. And BMO Capital Markets’ Simeon Siegel on the retail stocks he thinks are buying opportunities right now.
5/19/2022 • 43 minutes, 4 seconds
Closing Bell Overtime: Guggenheim’s Scott Minerd on Recession Timeline 5/18/22
Stocks close near session lows. Scott Minerd from Guggenheim Partners explains why a recession is more likely in 2023 than 2022. Plus, Larry Cordisco from the Osterweis Growth & Income Fund makes the bullish case for tech. And, Michael Santoli takes a closer look at the day’s sell-off in his “Last Word.”
5/18/2022 • 46 minutes, 53 seconds
Closing Bell: Major pain for major averages 5/18/22
Stocks fell sharply on Wednesday, driven lower by renewed fears about the consumer after Target missed quarterly earnings results. Mohamed El-Erian from Allianz explains why the selloff represents a new phase in the market downturn. Gene Munster from Loup looks at the pain in big tech, as the Nasdaq sheds more than 4.5%. Bespoke’s Paul Hickey and CFRA’s Arun Sundaram break down the disastrous move for Target and what it says about the rest of retail. Meantime the Dow Transports index turned in its worst day in years. The CEO of transportation and logistics company CH Robinson discusses the challenges in the global supply chain.
5/18/2022 • 59 minutes, 41 seconds
Closing Bell Overtime: Bull case still intact? 5/17/22
BMO Capital Markets updates its market outlook. Brian Belski, the firm’s Chief Investment Strategist, explains why he lowered his S&P 500 year-end target. Plus, Mike Mayo from Wells Fargo Securities makes the bull case for Citigroup. And, Michael Santoli takes a closer look at “pain” for his “Last Word.”
5/17/2022 • 44 minutes, 3 seconds
Closing Bell: Stocks Soar, Fmr. Treasury Secretary Jack Lew On Inflation and A Tale Of Two Retailers 5/17/22
Stocks rallying as investors go bargain shopping following the recent sell off. Walmart one of the few members of the Dow under pressure after an earnings miss, but fellow retailer and Dow stock Home Depot reporting strong results. Evercore ISI's Greg Melich discusses whether Walmart's earnings miss is the canary in the coal mine for retail stocks and The Luethold Group's Jim Paulsen explains why he likes consumer discretionary stocks, which have been hit hard this year amid fears about inflation and a possible recession. Former Treasury Secretary Jack Lew explains why he sees some signs that inflation may be peaking and whether the Fed risks creating a recession by fighting inflation too aggressively. And Citi's Kristen Bitterly reveals why she is bullish on cybersecurity and pharmaceutical stocks.
5/17/2022 • 43 minutes, 17 seconds
Closing Bell Overtime: Bear Market Bounce? Exclusive with Avenue Capital’s Marc Lasry 5/16/22
Is a bear market bounce on the horizon? Greg Branch from Veritas Financial Group weighs in. Plus, Marc Lasry from Avenue Capital says his base case is a “recession.” And, what type of recession could potentially come? Michael Santoli takes a deep dive into that question in this “Last Word.”
5/16/2022 • 44 minutes, 4 seconds
Closing Bell: Rollercoaster Ride On Wall St., Recession Risk & More Twitter Drama 5/16/22
It was another volatile day of trading with the Dow swinging nearly 600 points. Tech stocks dragging down the Nasdaq. Wells Fargo Investment Institute's Darrell Cronk thinks we may not yet be at a market bottom and says investors should be cautious about any near-term rallies. Deutsche Bank's Peter Hooper and Rosenberg Research's David Rosenberg debate whether a recession is looming on the horizon. Elon Musk says his deal to buy Twitter is "not out of the question", but at a lower price. Wedbush's Dan Ives says there is a more than 50% chance Musk walks away from the deal. RBC Capital markets head of Global Commodity Strategy Helmia Croft warns food and energy prices could continue heading higher if the war in Ukraine drags on. And housing expert Ivy Zelman explains why she sees cracks in the foundation for the red hot housing market.
5/16/2022 • 42 minutes, 35 seconds
Closing Bell Overtime: Buying Opportunity 5/13/22
Dan Ives from Wedbush Securities explains why this is a “generational buying opportunity” for tech. Plus, will Elon Musk back out of his bid for Twitter? Casey Newton from Platformer weighs in. And, Michael Santoli searches for clues in his “Last Word.”
5/13/2022 • 43 minutes, 59 seconds
Closing Bell: Stocks Rally to End Ugly Week, Jim Grant on the Fed, Baby Formula Backlash 5/13/22
Stocks finished the day higher after a brutal week for the bulls. Doubleline’s Jeff Sherman and Crossmark’s Bob Doll break down the opportunities in the bond and equity markets. Fed watcher Jim Grant responds to chair Powell’s comments about raising rates, and whether the Fed can really engineer a soft landing. And as a nationwide baby formula shortage deepens, the CEO of newcomer ByHeart outlines what the White House can do to get more supply into the market.
5/13/2022 • 43 minutes, 10 seconds
Closing Bell Overtime: Where are stocks headed? Breaking news from the Fed 5/12/22
The Nasdaq Composite eked out gains into the close. Stephanie Link from Hightower says the playbook has changed, but opportunities remain. Plus, Anthony Scaramucci from SkyBridge Capital says despite the recent collapse in cryptocurrencies, he has not sold one crypto position. And, Joe Terranova from Virtus Investment Partners reacts to breaking news from Federal Reserve Chair Jerome Powell who says, “Executing a soft landing may be beyond our control.”
5/12/2022 • 49 minutes, 29 seconds
Closing Bell: Stocks Close Well Off Lows, Crypto Crumbles, The Trade on Credit Cards 5/12/22
Stocks staged a late-day comeback, with the Nasdaq turning positive and reversing an earlier 2% loss. David Rolfe from Wedgewood Partners makes the case for some of the beat down big tech stocks, including Apple – which just lost its crown as the world’s most valuable company. Meantime Bitcoin prices touched their lowest level since 2020. The CEO of crypto fund Polychain Capital discusses when prices could stabilize. And Wolfe Research analyst Bill Carcache explains why he just downgraded American Express, which was one of the worst performing Dow stocks in the session.
5/12/2022 • 43 minutes, 11 seconds
Closing Bell Overtime: May 11, 2022
Stocks closed near the lows of the day in another volatile session. Are investors in denial about a bear market? Josh Brown from Ritholtz Wealth Management weighs in. Plus, Tom Lee from Fundstrat Global Advisors explains why he is not wavering at all on his bullish outlook for the second half of the year. And, Michael Santoli’s “Last Word” is “Bear.”
5/11/2022 • 44 minutes, 10 seconds
Closing Bell: Market selloff intensifies, CEA Chair on “unacceptable” inflation 5/11/22
Stocks logged another losing session, with the Nasdaq shedding more than 3% and the Dow falling more than 300 points, reversing an earlier rally. Ben Emons from Medley and Peter Cecchini from Axonic look for ways to protect your portfolio. Meantime, the latest read on inflation topped estimates once again – with prices rising 8.3% versus last year. Council of Economic Advisers Chair Cecilia Rouse calls inflation “unacceptably high,” and outlines the White House plan to fight it. And ARK analyst Simon Barnett breaks down opportunities in health care, as Cathie Wood’s ETFs feel more pain in the selloff.
5/11/2022 • 42 minutes, 57 seconds
Closing Bell Overtime: Exclusive with Leon Cooperman 5/10/22
Legendary investor Leon Cooperman from Omega Family Office joins Scott Wapner in an exclusive interview. Cooperman explains why he doesn’t see evidence of a market bottom yet. He also says the high is already in for 2022.
5/10/2022 • 44 minutes, 2 seconds
Closing Bell: Stocks mixed after wild session, AMC CEO talks retail traders 5/10/22
The major averages finished mixed after another wild session on Wall Street, which saw the Dow swing by more than 800 points. Tony Dwyer from Canaccord explains why it may be safe to start dipping your toe back into the market. Joshua Friedman from Canyon Partners breaks down the trade in the credit markets. And AMC CEO Adam Aron talks about retail traders, and if they’re still enthusiastic about the stock following last year’s meme mania.
5/10/2022 • 43 minutes, 13 seconds
Closing Bell Overtime: What’s Driving The Sell-Off? 5/9/22
Major averages post 3-day losing streaks Avery Sheffield from VantageRock and Rockefeller Capital Management, Anastasia Amoroso from iCapital, and Dan Suzuki from Richard Bernstein Advisors discuss how to navigate the current environment. Plus, Jason Tauber from Neuberger Berman says despite the market volatility, there are still big opportunities in growth. And, Michael Santoli takes a look at “wrinkles in the sell-off” in his “Last Word.”
5/9/2022 • 44 minutes, 39 seconds
Closing Bell: Stocks keep sinking 5/9/22
The sell-off on Wall Street intensifying with the S&P 500 hitting a 1-year low. Neuberger Berman's Holly Newman Kroft, one of the top wealth advisors on Wall Street, explains how investors can diversify from stocks and bonds in this volatile environment. Jefferies' Brent Thill says tech investors should be sitting out the storm right now. Strategas Research Partners’ Jason Trennert on why today's energy sell off may be creating a buying opportunity. Trivariate Research’s Adam Parker explains why he's turning bearish on Utilities, which have been a relative safe haven this year. Plus, why he thinks semiconductor stocks are looking oversold. And Rockefeller International Chairman Ruchir Sharma explains why the era of investing in acronyms like FAANG may be over.
5/9/2022 • 42 minutes, 25 seconds
Closing Bell Overtime: David Tepper on the Fed, Navigating Market Volatility 5/6/22
Top hedge fund investor David Tepper from Appaloosa Management tells Scott Wapner, “Central banks have a little bit of a credibility problem.” Plus, Mike Wilson from Morgan Stanley has the bearish call of the day and explains why things will only get worse in the next couple of quarters. And, is the market approaching peak inflation? Michael Santoli dives into that question in his “Last Word.”
5/6/2022 • 43 minutes, 50 seconds
Closing Bell: Stocks sink & the CEOs of Under Armour & Adidas on consumer spending 5/6/22
Stocks selling off for a second straight day after the worst day for the major averages since 2020, although the market closed well off session lows. Ally’s Lindsey Bell explains why she's turning optimistic amid the recent sell off. Axonic’s Peter Cecchini, however, says he would be a seller into any near-term rallies. Evercore ISI’s Mark Mahaney on whether he sees value in the beaten down tech sector. JP Morgan Chief U.S. Economist Mike Feroli weighs in on the better than expected April jobs report. And Under Armour CEO Patrik Frisk and Adidas CEO Kasper Rorsted discuss how supply chain challenges and covid lockdowns in China are impacting their businesses.
5/6/2022 • 42 minutes, 56 seconds
Closing Bell Overtime: Stocks Plummet 5/5/22
Major averages plunge. The Dow fell 1,375-points at session lows. Top strategists Adam Parker from Trivariate Research, Bryn Talkington from Requisite Capital, and Rob Sechan from NewEdge Wealth break down how investors should navigate the market. Plus, Eric Johnston from Cantor Fitzgerald has accurately called the market so far this year. He explains why he sees a tactical rally in May. And, Michael Santoli’s “Last Word” is “enough.”
5/5/2022 • 46 minutes, 10 seconds
Closing Bell: Market Meltdown 5/5/22
Stocks suffering their worst day since 2020 and erasing all of Wednesday's huge gains. Tech stocks sending the Nasdaq down nearly 5%. SVB Private's Shannon Saccocia & Truist's Keith Lerner weigh in on the sell off and whether they see buying opportunities amid the carnage. PIMCO's Tony Crescenzi discusses what the surge in the 10-year treasury yield means for the market. Firsthand Fund's Kevin Landis on the tech stocks he thinks will outperform if the economy enters a recession. And Nikola CEO Mark Russell discusses the electric vehicle maker's earnings and when he thinks supply chain challenges will ease.
5/5/2022 • 1 hour
Closing Bell Overtime: Doubleline’s Jeffrey Gundlach reacts to Fed decision 5/4/22
Stocks surged to session highs after the Federal Reserve raised rates by 50 basis points and Federal Reserve Chair Jerome Powell ruled out a 75 basis point hike. Top investor Jeffrey Gundlach says, “That was all clear for the stock market to start a pretty substantial short covering rally."
5/4/2022 • 46 minutes, 6 seconds
Closing Bell: Stocks soar, Gary Cohn on Fed's rate hike & CVS' CEO on earnings 5/4/22
The Dow rallying more than 900 points after the Federal Reserve announced its biggest interest rate hike in two decades and Chairman Jay Powell ruled out even more aggressive hikes. Fmr. National Economic Council Director Gary Cohn reacts to that decision and explains why he sees value in the market right now. And CVS Health CEO Karen Lynch on her company's strong earnings and how less spending on Covid tests and vaccines could impact the business.
5/4/2022 • 38 minutes, 49 seconds
Closing Bell Overtime: Countdown to the Fed, Bullish Case for Banks 5/3/22
Are investors headed for a “head fake” rally in May? Greg Branch from Veritas Financial lays out his prediction ahead of the Fed’s pivotal meeting on Wednesday. Plus, Mike Mayo from Wells Fargo Securities outlines three reasons why he’s bullish on banks. And, Michael Santoli is “birdwatching” for his “Last Word.”
5/3/2022 • 43 minutes, 49 seconds
Closing Bell: 2-day win streak, Oaktree's Howard Marks on market volatility & Fmr. Bank of England Governor on risks of a recession 5/3/22
Stocks closing higher for a second straight day ahead of Wednesday's Federal Reserve decision on interest rates. Oaktree Capital’s Howard Marks discusses this year's wild market volatility and why he thinks the worst of the market's excesses have been corrected. Bridgewater’s Rebecca Patterson says she doesn't like stocks or bonds right now and explains what investments she finds attractive right now. Oppenheimer’s Chris Kotowski reveals the three big banks he thinks look cheap. And Former Bank of England Governor Mark Carney on whether the Fed will achieve a soft landing and avoid a recession.
5/3/2022 • 42 minutes, 36 seconds
Closing Bell Overtime: Rebound Ahead? 5/2/22
Stocks rebounded in a late-day rally and the Nasdaq Composite closed near session highs. Bearish strategist Eric Johnston from Cantor Fitzgerald explains why he just turned “tactically bullish” for the short-term. Plus, Tom Lee from Fundstrat Global Advisors says the FAANG trade is a “no-brainer.” And, Michael Santoli’s “Last Word” was “normal.”
5/2/2022 • 43 minutes, 37 seconds
Closing Bell: Dramatic stock comeback, PIMCO's CEO on the market & Kroger's CEO on why food inflation is getting worse 5/2/22
Stocks staging a huge comeback into the close as May kicks off in the green. The Dow had been down more than 500 points at one point. PIMCO CEO Emmanuel Roman discusses whether there is more downside to the market and fears the Fed's rate hikes could spark a recession. Kroger CEO Rodney McMullen on how consumers are reacting to inflation and higher interest rates and why he thinks food inflation is still getting worse. And Meta VP of Global Business Nicola Mendelsohn on whether she sees an ad spending slowdown and when the metaverse will take off.
5/2/2022 • 43 minutes, 15 seconds
Closing Bell Overtime: Looking for opportunities amid market sell-off 4/29/22
The Nasdaq Composite posts its worst month since 2008. Wharton School Professor says the market may look attractive for long-term investors. Plus, value investor Scott Black from Delphi Management gives his top picks right now. And, Michael Santoli’s “Last Word” is “endurance.”
4/29/2022 • 48 minutes, 51 seconds
Closing Bell: Ugly end to April, Chevron CEO on earnings, debating Apple’s next move 4/29/22
The major averages closed sharply lower to finish out a rough month for the bulls. Tony Dwyer from Canaccord and Charlie Bobrinskoy from Ariel break down the action, and whether or not they’d recommend buying the dips. Analysts Colin Gillis and Amit Daryanani debate the best way to play Apple’s pullback. Meantime Chevron CEO Mike Wirth discusses the outlook for the oil giant as shares move lower on the back of earnings. And Gary Dvorchak from Blueshirt Group talks about Chinese internet stocks -- one bright spot amid the carnage.
4/29/2022 • 49 minutes, 40 seconds
Closing Bell Overtime: Amazon sinks on weak earnings guidance, Apple rallies on earnings beat 4/28/22
Earnings guidance dominates the after hours trading session. Shares of Amazon fall more than 10% after the company provided a weak Q2 revenue outlook. Dan Ives from Wedbush Securities gives his instant analysis to those numbers. But, Apple rallies following an earnings beat across the board and forecasts better-than-expected EPS and revenue. And Michael Santoli’s “Last Word” is “relief.”
4/28/2022 • 31 minutes, 13 seconds
Closing Bell: Stocks rally, Meta’s mega rebound, White House weighs in on GDP miss 4/28/22
Stocks surged in another choppy session, with the Nasdaq finishing the day higher by more than 3%. Meta shareholder Barbara Doran and Wedbush analyst Ygal Arounian discuss whether or not the Facebook parent’s results are an all-clear signal for tech. The rally came even as the latest GDP numbers showed an unexpected contraction in the first quarter. Heather Boushey from the Council of Economic Advisers discusses if it’s a signal of a coming recession.
4/28/2022 • 42 minutes, 56 seconds
Closing Bell Overtime: Big Earnings Movers 4/27/22
Shares of Meta surge in after hours trade following a beat on earnings and user growth. But, Josh Brown from Ritholtz Wealth Management says investors shouldn’t trust the post-earnings bounce. Plus, Teladodoc gets crushed following a big earnings miss. Kari Firestone from Aureus Asset Management gives her reaction and analysis. And, Michael Santoli takes a closer look at all the stock moves in his “Last Word.”
4/27/2022 • 46 minutes, 14 seconds
Closing Bell: Stocks fade into the close, Spotify CFO on results, Hawaiian Airlines chief talks travel 4/27/22
Stocks closed well off their highs in a choppy day of trading, with results from Visa and Microsoft boosting the Dow, while Boeing and Alphabet dragged. Victor Jones from Tastytrade and Megan Horneman from Verdence discuss the read-through from tech earnings for the rest of the mega-cap names. Hawaiian Airlines CEO Peter Ingram joins to talk about his quarterly earnings and his deal for in-flight WiFi with SpaceX, as that stock takes a dive. And the CFO of Spotify breaks down subscriber and ad trends as the streaming platform makes a move lower.
4/27/2022 • 42 minutes, 35 seconds
Closing Bell Overtime: Big Tech Earnings 4/26/22
Big tech earnings after the bell. Dan Ives from Wedbush Securities, Bryn Talkington from Requisite Capital Management, and Brian Belski from BMO Capital Markets give their instant reaction and analysis to Microsoft and Alphabet’s reports. Plus, big news out of Robinhood. The company slashing 9% of its workforce. And, Michael Santoli’s “Last Word” is “cloudy.”
4/26/2022 • 46 minutes, 9 seconds
Closing Bell: Another ugly day on Wall Street, Interactive Brokers chairman on market turbulence 4/26/22
Stocks closed at the lows of the session after another painful day on Wall Street. Phil Camporeale from J.P. Morgan Asset Management and Eric Johnston from Cantor Fitzgerald square off in a bull-bear debate to discuss whether or not the selloff is a buying opportunity. Interactive Brokers chairman Thomas Peterffy weighs in on how retail investors are navigating the volatility. And as the Nasdaq paces for its worst month since 2008, Angelo Zino from CFRA breaks down what we’ve learned from big tech earnings, and what to expect when the rest of the mega-caps report results.
4/26/2022 • 53 minutes, 8 seconds
Closing Bell Overtime: Musk’s Twitter Takeover, Market Rebound 4/25/22
Twitter’s board of directors accepts Elon Musk’s offer to buy the company. Closing Bell Overtime panelists Kantrowitz from Big Technology, Casey Newton from Platformer, Josh Brown from Ritholtz Wealth Management, and Dan Ives give their reaction and analysis. Plus, stocks stage a major comeback in late-day trade. Is it enough to tip the market into rally mode? Tom Lee from Fundstrat Global Advisors explains who he’s navigating the market. And, Michael Santoli’s “Last Word” is “Rare Stakes.” He talks about why this week could be pivotal for stocks.
Shares of Twitter rallied on news that Elon Musk will officially buy the company for $54.20 per share, or roughly $44 billion dollars. Analysts Youssef Squali, Rohit Kulkarni, and Ygal Arounian weigh in on the move and what it means for the future of the social media giant. Plus, former SEC chairman Harvey Pitt discusses the potential regulatory headwinds around the deal. And as tech leads the market comeback, Chris Caso from Raymond James explains why he just upgraded chipmakers AMD and Marvell.
4/25/2022 • 59 minutes, 37 seconds
Closing Bell Overtime: Stocks Plummet, Can earnings save the market? 4/22/22
The market sell-off accelerates in the final minutes of the trading day. The Dow Jones Industrial Average fell more than 1000-points at session lows. Jim Cramer discusses whether or not earnings season can save the stock market. Plus, top investor Rick Heitzmann from FirstMark Capital looks at how the IPO market stacks up in the face of tech valuation pressures. And, Michael Santol’s “Last Word” is “resilience.”
4/22/2022 • 46 minutes, 7 seconds
Closing Bell: Stocks plummet to end the week, Cleveland Fed President weighs in on rate hikes 4/22/22
Stocks got slammed on the final day of the week, with the Dow turning lower for the month – joining the S&P 500 and the Nasdaq. Cleveland Fed President Loretta Mester outlines her views on rate policy – including whether or not she thinks a 75 basis-point hike is appropriate. Analyst Brent Thill breaks down the tech trade ahead of a massive week of earnings for the mega-caps. And retail expert Dana Telsey discusses the trade on Gap – which shed nearly a fifth of its value after cutting sales guidance.
4/22/2022 • 59 minutes, 52 seconds
Closing Bell Overtime: Snap Earnings, Market "Reality Check" 4/21/22
Snap Inc. shares are volatile in after-hours trade after the company missed earnings expectations. Stephanie Link from Hightower gives her instant reaction and analysis to the report. Plus, Avery Sheffield from VantagePoint says that high-flying growth names are in for a "reality check." She takes a closer look at market valuations. And, is it time to get cautious? Chris Toomey from Morgan Stanley Private Wealth Management outlines his strategy.
4/21/2022 • 44 minutes, 5 seconds
Closing Bell: Stocks sink, Sara Eisen speaks with Fed Chair Powell, Former Disney executive talks Netflix pain 4/21/22
In a special edition of Closing Bell from Washington, Sara Eisen speaks with Fed Chair Jerome Powell and other leaders at the IMF’s Debate on the Global Economy. Mohamed El-Erian from Allianz breaks down the latest policy signals from the central bank leader, and the potential impact on the market. Meantime, the Netflix nightmare continues, with shares taking another leg lower after hedge fund manager Bill Ackman sold off his stake. Former Disney executive and TikTok CEO Kevin Mayer – who correctly predicted that Netflix would explore advertisements – joins to discuss the future of the streaming giant.
4/21/2022 • 43 minutes
Closing Bell Overtime: Tesla Earnings, Time to Sell Big Tech? 4/20/22
Tesla shares rally in after-hours trade following a big earnings beat. Dan Ives from Wedbush Securities calls them “almost Cinderella-type numbers.” But, Eric Johnston from Cantor Fitzgerald says mega cap tech names will underperform the market going forward. Plus, is TikTok to blame for waning interest in Netflix? Michael Santoli takes a closer look in his “Last Word.”
4/20/2022 • 44 minutes, 10 seconds
Closing Bell: Nasdaq sinks as Netflix weighs, two blue chip CEOs break down earnings 4/20/22
Stocks finished the day mixed – with the Dow gaining and the Nasdaq sinking. Netflix weighed sharply on the tech-heavy index after reporting a decline in subscribers. Analyst Will Power discusses what’s really to blame for the miss, and what comes next for the streaming company. Meantime IBM and P&G helped boost the Dow on the back of strong results. The CEO of IBM joins to talk about the strength in the cloud and tech spending. And the head of P&G weighs in on what he’s seeing from consumers and the impact of inflation.
4/20/2022 • 42 minutes, 51 seconds
Closing Bell Overtime: Netflix Earnings, JPMorgan’s Bullish Call 4/19/22
Netflix plunges in after-hours trading after reporting a loss of 200,000 subscribers in the first quarter. But, value investor Bill Nygren from Oakmark Funds is still betting on the stock. Plus, JPMorgan’s Chief Global Markets Strategist Marko Kolanovic says “a near-term rally is likely,” and recommends both growth and value names.
4/19/2022 • 44 minutes, 8 seconds
Closing Bell: Stocks surge ahead of key tech earnings, Atlanta Fed President weighs in on rate policy 4/19/22
Wall Street finished the day sharply higher ahead of key tech earnings from Netflix and IBM. Alli McCartney from UBS and Barton Crockett from Rosenblatt debate whether or not tech earnings will help the Nasdaq catch up, after lagging all year long. The CEO of Citizens Financial Group breaks down earnings as that stock finishes near the top of the S&P 500. And Atlanta Fed President Raphael Bostic lays out his latest thinking on inflation, the economy, and the Fed’s rate hike path.
4/19/2022 • 43 minutes, 5 seconds
Closing Bell Overtime: Twitter Saga, St. Louis Fed Bullard 4/18/22
Twitter vs the world? Alex Kantrowitz from Big Technology and Casey Newton from Platformer discuss the latest in Elon Musk’s battle for the social media giant. Plus, is Fundstrat’s Tom Lee getting less bullish? He breaks down his latest market call. And, has the market priced in the Fed’s tightening cycle? Steve Liesman speaks with St Louis Fed President James Bullard.
4/18/2022 • 44 minutes, 8 seconds
Closing Bell: Stocks dip in volatile session, World Bank slashes it’s growth outlook, and Goldman Sachs’ chief economist lays out a new call on housing 4/18/22
Stocks ended the day lower after a seesaw session. Jason Trennert from Strategas and Jim Bianco from Bianco Research debate the impact of rising rates on the market, as yields on the 10-Year treasury note hit their highest level since 2018. The CEO of KBW gives his take on bank stocks, following a divergent performance for Bank of America and Charles Schwab on the back of results. World Bank President David Malpass explains why his organization just slashed its global growth forecast by nearly a full percentage point. And Goldman Sachs chief economist Jan Hatzius breaks down a new call on the housing market, with mortgage rates topping 5%.
4/18/2022 • 42 minutes, 44 seconds
Closing Bell Overtime: Twitter Takeover? 4/14/22
The talk of the tape is Elon Musk’s maneuver to takeover Twitter. Will he be successful? Alex Kantrowitz from Big Technology and Casey Newton from Platformer discuss. Plus, stocks closed at session lows and major averages notched another week of losses. Cameron Dawson from Fieldpoint Private explains why it’s time to focus on high quality and defensive-leaning names. And, Michael Santoli looks at M&A activity in his “Last Word.”
4/14/2022 • 43 minutes, 34 seconds
Closing Bell: Stocks sink into the close, Elon Musk’s Twitter takeover offer, and Wells Fargo’s CFO on earnings 4/14/22
Stocks selling off into the close ahead of a 3-day holiday weekend with tech leading the decline. Twitter shares closing in the red despite initially popping following Elon Musk’s $54 per share takeover offer for the social media company. Box CEO Aaron Levie explains why he thinks that bid may be too cheap. Evercore ISI’s Mark Mahaney weighs in on where the stock will go from here. Wells Fargo one of the worst performing stocks in the S&P 500 because weaker than expected mortgage lending took a toll on quarterly revenue. CFO Mike Santomassimo discusses whether the bank’s mortgage business will continue to be hurt by rising interest rates and why he sees the consumer doing well despite inflation fears.
4/14/2022 • 43 minutes, 27 seconds
Closing Bell Overtime: Time to Buy? 4/13/22
Stocks closed near session highs. Chris Hyzy from Merrill and Bank of America Private Bank says there are bargains in the equity market. Plus, Tom Lee from Fundstrat Global Advisors explains why stay-at-home stocks is the “toughest group” to own right now. And, Michael Santoli looks “Beyond the Banks” for his Last Word.
4/13/2022 • 43 minutes, 39 seconds
Closing Bell: Stocks snap 3-day losing streak, Airlines take off, and Fed Governor Waller on fighting inflation 4/13/22
Stocks rallying on Wall Street as the S&P and Nasdaq snapped 3-day losing streaks. Investors looking past a record gain in producer prices just a day after the hottest reading on consumer prices since 1981. Fed Governor Christopher Waller explains why he thinks inflation is peaking and how many more rate hikes it will take to get inflation under control. Mastercard Economics Institute Chief U.S. Economist Michelle Meyer discusses whether rising prices will force consumers to cut back on spending. And airline stocks soaring after Delta’s strong outlook. Jefferies’ Sheila Kahyaoglu unveils her top pick in the airline space.
4/13/2022 • 42 minutes, 32 seconds
Closing Bell Overtime: Exclusive with Guggenheim’s Scott Minerd, First On CNBC with Ark’s Cathie Wood 4/12/22
Exclusive interview with Guggenheim Partners Global Chief Investment Officer Scott Minerd. He explains why he remains bullish in the face of hawkish Fed commentary. Plus, Ark Invest CEO Cathie Wood responds to criticisms made about her funds following Morningstar’s downgrade of the ARK Innovation ETF.
4/12/2022 • 46 minutes, 36 seconds
Closing Bell: Late-day stock slump, National Economic Council Director on inflation, and cash is king. 4/12/22
Stocks giving back big early gains extending the losing streaks for the S&P and Nasdaq to 3-days after the highest increase in consumer prices since 1981. National Economic Council Director Brian Deese says inflation is running uncomfortably high and explains why the White House’s plan to allow more ethanol in gasoline will help lower prices at the pump. And Satori Fund Founder Dan Niles explains why retail investors should be in cash right now and why he thinks some traditional technology stocks are attractive.
4/12/2022 • 43 minutes, 8 seconds
Closing Bell Overtime: Is the worst yet to come? 4/11/22
Stocks closed near the lows of the day. Adam Parker from Trivariate Research says the upcoming earnings season may stabilize the market. Plus, is there an alternative for stocks? Anastasia Amoroso from iCapital makes the case. Walter Isaacson is working on an Elon Musk biography and says it’s not surprising that Musk decided not to join Twitter’s board of directors. And, Michael Santoli’s Last Word is “diversity.”
4/11/2022 • 44 minutes, 21 seconds
Closing Bell: Stocks go out near the lows, Elon Musk declines Twitter seat 04/11/22
The major averages closed near session lows after losing steam throughout the session. Fundstrat’s Tom Lee weighs in on the pullback, and whether he thinks the market has already bottomed. Investors Kyle Bass and Mark Mobius discuss the Chinese market and opportunities abroad. And a former Twitter board member gives his take on Elon Musk’s decision to not join Twitter’s board, and why it’s a “great thing” to have Musk as an investor regardless.
4/11/2022 • 42 minutes, 50 seconds
Closing Bell Overtime: All-Clear for Higher Rates? 4/8/22
Could rising rates derail the market? Wharton School Professor Jeremy Siegel gives his take. Plus, shares of Robinhood fell more than 6% after a downgrade from Goldman Sachs. Dan Dolev from Mizuho defends his “Buy” rating on the stock. And, Ebrahim Poonawala from BofA Securities names JPMorgan a top idea ahead of next week's earnings report.
4/8/2022 • 43 minutes, 48 seconds
Closing Bell: Dow 2-day win streak, Transports tank, and Chipotle bets on the metaverse 4/8/22
The Dow closing higher on Friday to notch a 2-day win streak, but the major averages finishing the week in the red. Axonic’s Peter Cecchini and Leuthold Group’s Jim Paulsen debate whether the bull market is still alive despite ongoing Fed fears. Transport stocks having their worst week since October 2020. Evercore ISI’s Jon Chappell weighs in on whether a freight recession is on the horizon and why he prefers the rails over trucking stocks. Renaissance Macro Research’s Jeff Degraaf on how to trade financial stocks ahead of next week’s bank earnings. And Chipotle CEO Brian Niccol on why he sees consumers being a little more discriminate with their spending and whether they will tolerate more price hikes. Plus, he discusses the company’s big push into the metaverse and whether there are plans to start accepting cryptocurrency.
4/8/2022 • 42 minutes, 39 seconds
Closing Bell Overtime: Recession on the Horizon? 4/7/22
Stocks staged a turnaround and closed just off session highs. Anastasia Amoroso from iCapital says the clock is ticking on a recession and the consumer is going to get caught in the crosshairs. Plus, is the Fed’s attempt to rein in inflation a “high-stakes game of chicken”? Jurrien Timmer from Fidelity Investments weighs in. And, Barclays analyst Karen Short is making a big bet on the consumer and chooses Target as her “Most Valuable Pick.”
4/7/2022 • 44 minutes, 25 seconds
Closing Bell: Late-day comeback for stocks, Buffett’s big stake in HP, and Levi’s CEO on consumer demand 4/7/22
Stocks staging a rally in the final hour of trading to snap a two-day losing streak. Allianz Chief Economic Advisor Mohamed El-Erian weighs in on the recent market volatility and whether stocks or bonds are more attractive right now. Levi Strauss CEO Chip Bergh says the denim maker has more price increases in the works and explains why he sees no signs of a consumer spending slowdown in the U.S. Bank of America Securities’ Wamsi Mohan explains why Warren Buffett’s big new stake in HP isn’t a game changer for the stock. And PIMCO portfolio manager Erin Brown lists the three sectors she thinks will outperform during earnings season.
4/7/2022 • 43 minutes, 10 seconds
Closing Bell Overtime: Stocks vs. the Fed 4/6/22
The FOMC minutes sent stocks lower and major averages posted 2-day losing streaks. Josh Brown from Ritholtz Wealth Management and Tom Lee from Fundstrat Global Advisors discuss how investors should navigate the Fed's next moves. Plus, Nancy Davis from Quadratic Capital Management explains why there could be potential for more volatility ahead. And, Michael Santoli gives his last word - "testing."
4/6/2022 • 43 minutes, 26 seconds
Closing Bell: Stocks volatile after Fed minutes, billionaire Sam Zell outlines the risks and opportunities, and what to do with tech stocks now 4/6/22
Another rough day for the market as volatility reigned following the release of the Fed minutes. Former PIMCO chief economist Paul McCulley gives his take on central bank policy and inflation. Billionaire Sam Zell says the Fed is months behind the curve, and outlines where he’s looking for opportunities. And as tech stocks took the brunt of the pain again today, Wedbush’s Dan Ives says the group is a “massive buy.”
4/6/2022 • 43 minutes
Closing Bell Overtime: Exclusive interview with Leon Cooperman 4/5/22
Stocks closed near session lows following hawkish comments from Federal Reserve Governor Lael Brainard. Joe Terranova from Virtus Investment Partners doesn’t think this is a bear market. But, legendary investor Leon Cooperman says there’s a chance we could see a recession in 2023. He explains why and reveals some of the top positions in his portfolio right now.
4/5/2022 • 44 minutes, 34 seconds
Closing Bell: Stocks sink into the close, a warning for the market, and Energy Secretary Jennifer Granholm on Russia sanctions 4/5/22
Stocks selling off into the close amid new concerns the Fed’s rate hikes could slow the economy. Marathon Asset Management CEO Bruce Richards warning about a great disconnect in the market and why he is selling into any rally right now. Tech the biggest loser on Wall Street, but Wedbush’s Ygal Arounian lists the tech stocks that look like bargains. Mizuho’s Dan Dolev explains why he slashed Coinbase’s price target and the one fintech he is so bullish on. And Energy Secretary Jennifer Granholm on the outlook for oil and gas prices and energy sanctions against Russia.
4/5/2022 • 41 minutes, 56 seconds
Closing Bell Overtime: Breakout or Breakdown? 4/4/22
The S&P 500 and Nasdaq Composite closed near session highs. Is the market on the edge of a breakout or breakdown? Brian Belski from BMO Capital Markets and Dan Greenhaus from Solus Alternative Asset Management discuss whether investor can trust this rally. Plus, is the worst over for tech? Top investor Glen Kacher from Light Street Capital outlines his top trades. And, the “Last Word” from Michael Santoli – Is it safe for investors to relax?
4/4/2022 • 44 minutes, 30 seconds
Closing Bell: Tech Surges, Elon Musk takes a big stake in Twitter, and Risks of a Recession 4/4/22
Tech stocks rallying to start the week on Wall Street after Tesla CEO Elon Musk bought a 9% stake in Twitter. Jefferies’ Brent Thill discusses whether Musk’s purchase could impact Twitter’s strategy. Former Federal Reserve Vice Chairman Roger Ferguson reacts to JPMorgan CEO Jamie Dimon’s warning that the Fed could hike rates more than Wall St. is expecting and whether the risk of a recession is rising. And Wells Fargo’s Mike Mayo explains why he is cutting his price target on Morgan Stanley & JP Morgan and the bank stock he thinks looks most attractive in a rising rate environment.
4/4/2022 • 43 minutes, 51 seconds
Closing Bell Overtime: Time to get defensive? 4/1/22
Stocks rallied into the close, led by real estate, utilities, and consumer staples. Is it time to get defensive? Jim Cramer outlines his investment strategy and outlook for the second quarter. Plus, star value investor Scott Black from Delphi Management makes the case for Jabil Inc.. And, Robby Greengold from Morningstar explains why he downgraded the ARK Invest ARKK ETF to a “Negative” rating.
4/1/2022 • 43 minutes, 57 seconds
Closing Bell: Stocks kick off Q2 in the green, Council of Economic Advisers Chair on the March jobs report, and Cowen’s CEO on the bank’s new crypto offering 4/1/22
The major averages closing in positive territory to start the second quarter as investors digest the March jobs report and oil prices falling below $100 a barrel. Council of Economic Advisers Chair Cecilia Rouse weighs in on the employment picture and whether releasing 1M barrels per day from the Strategic Petroleum Reserve will really help bring down gasoline prices. Meanwhile, RBC Capital Markets’ Lori Calvasina explains why she is downgrading the energy sector and reveals the sectors she favors instead. Bespoke’s Paul Hickey on where he sees value in tech. Kraneshares’ Brenand Ahern on the rebound in Chinese internet stocks. And Cowen CEO Jeff Solomon on the investment bank’s move to start offering spot trading of crypto and whether he thinks other big banks will follow that move.
4/1/2022 • 43 minutes, 46 seconds
Closing Bell Overtime: 3/31/22
Despite a late-day sell-off, major averages posted their first positive month of the year. Can that momentum continue? Liz Young from SoFi and Stephanie Link from Hightower discuss. Plus, breaking news on Activision! Dave Michaels from the Wall Street Journal reports that authorities are investigating a meeting between CEO Bobby Kotick and a trader. And, Chinese internet names are getting hit hard this year, but Eduardo Costa from Calixto Global Investors says now is the time to start buying.
3/31/2022 • 47 minutes, 15 seconds
Closing Bell: Stocks sink into the close, Booking Holdings’ CEO on travel demand, and CF Industries’ CEO on the fertilizer frenzy 3/31/22
Stocks staging a steep sell off late in the trading session. The Dow falling more than 500 points as Wall Street closed out the worst quarter for stocks in two years. SVB Private Bank Chief Investment Officer Shannon Saccocia on where she sees opportunities in this challenging investing environment and why healthcare is no longer just a defensive sector. Booking Holdings CEO Glenn Fogel on the outlook for travel demand and whether U.S. consumers are pushing back on higher prices. The CEO of fertilizer maker CF Industries discusses the spike in prices and how he’s ramping up production to meet demand. And Wells Fargo’s Sr. Energy Analyst reveals the oil stock he is most bullish on.
3/31/2022 • 43 minutes, 47 seconds
Closing Bell Overtime: State of the Rally 3/30/22
Dow and S&P 500 snap a four-day winning streak. Is the rally running out of gas? Tom Lee from Fundstrat Global Advisors says, “We’ve probably made the low for the first half of 2022.” Plus, veteran trader Mark Fisher of MBF Trading explains why he prefers natural gas over crude oil. And, Bank of America’s Jessica Reif Ehrlich has a bullish call on Disney and says it is “hitting it out of the park.”
3/30/2022 • 44 minutes, 8 seconds
Closing Bell: Stocks snap four-day win streak, and the CEOs of Chewy & Five Below on the state of the consumer. 3/30/22
Stocks sinking on Wall Street as the Dow & S&P 500 snap a four-day winning streak. Cantor Fitzgerald’s Eric Johnston explains why he thinks recent earnings are flashing a warning sign for stocks and why he is bullish on commodity prices. Jefferies Chief Market Strategist David Zervos weighs in on what he sees as the biggest threat to the market right now. And the CEOs of online pet products retailer Chewy and discount retailer Five Below discuss the state of consumer spending, supply chain issues and labor shortages.
3/30/2022 • 43 minutes, 5 seconds
Closing Bell Overtime: Signs of recession? 3/29/22
The 2-year/10-year yield curve comes close to inverting. Liz Ann Sonders from Charles Schwab says it may be time to dust off the recession playbook. Plus, Halftime Report trader Pete Najarian gives his instant reaction and analysis to Micron and Lululemon earnings. And, Wells Fargo Senior Equities Analyst Mike Mayo discusses what an inverted yield curve could mean for banks.
3/29/2022 • 44 minutes, 9 seconds
Closing Bell: Stocks surge into the close, Activist Investor Jeff Smith on where he sees value in the market, and Nikola keeps on truckin’ 3/29/22
The Dow & S&P 500 rallying for a third straight day. Truist Advisory Services Co-Chief Investment Officer Keither Lerner discusses whether stocks can keep rallying despite the bond market flashing a recession signal. Starboard Value CEO Jeff Smith explains where he sees value in this market and discusses the takeover bid for retailer Kohl’s that he is backing. Nikola CEO Mark Russell on how much demand he is seeing for the company’s electric truck and why the supply chain challenge is the biggest he’s ever seen.
3/29/2022 • 43 minutes, 54 seconds
Closing Bell Overtime: Real Rally vs. Wall of Worry? 3/28/22
Stocks close near session highs, but Solus Alternative Asset Management’s Dan Greenhaus says, “We’re certainly not out of the woods.” Plus, Nicholas Colas from DataTrek Research breaks down whether a stock split helps or hurts Tesla. And, are stocks pausing at a critical spot? Michael Santoli takes a closer look with his “Last Word.”
3/28/2022 • 43 minutes, 55 seconds
Closing Bell: Stocks stage late session rally, oil prices plunge, and President Biden lays out his budget 3/28/22
Stocks making a comeback late in the day led by tech stocks. Medley Global Advisors Ben Emons on whether bond yields could be flashing a warning sign for the stock market. Oil prices plunging amid new concerns about demand from China. Husseini Energy Founder Sadad Al-Husseini gives his outlook for oil prices. And President Biden laying out his budget proposal, which includes big tax hikes on the ultra-rich and corporations. Raymond James Washington Policy Analyst Ed Mills has instant reaction to whether that will be able to pass Congress.
3/28/2022 • 54 minutes, 2 seconds
Closing Bell Overtime: Is the bear market over? 3/25/22
S&P 500 and Nasdaq close higher for the second-straight week. Can the rally keep going? Jim Cramer says the “bear market is over.” Halftime Report traders traders Jim Lebenthal and Steve Weiss debate Cleveland-Cliffs in tonight’s “Friday Night Fight.” Plus, is tech the biggest risk or biggest reward for your portfolio? Dan Suzuki from Richard Bernstein Advisors and Dan Ives from Wedbush Securities discuss. And, Michael Santoli is watching for “accidents” in the market.
3/25/2022 • 43 minutes, 2 seconds
Closing Bell: Stocks higher for a second straight week, Tilray’s CEO on pot stocks popping, and Frontier Airlines’ CEO on record travel demand. 3/25/22
The S&P 500 closing higher for a second straight week even as treasury yields continue to climb. RBC Capital Markets Head of Global Commodity Strategy Helima Croft on how the attack on a Saudi Aramco facility is impacting oil prices. Tilray Brands CEO Irwin Simon on whether pot stocks will continue to rally as Congress considers a new bill to legalize marijuana. And Frontier Airlines CEO Barry Biffle explains why he’s never seen domestic demand this strong and whether he is considering fare hikes because of higher jet fuel prices.
3/25/2022 • 42 minutes, 54 seconds
Closing Bell Overtime: Does the rally have legs? 3/24/22
Wharton professor Jeremy Siegel on where the market is headed next with Joe Terranova from Virtus Investment Partners and Lisa Shallet from Morgan Stanley. Plus, is retail the most underappreciated market opportunity right now? Portfolio manager Avery Sheffield from Rockefeller Capital Management gives us her top stock picks. And, Michael Santoli unveils a new acronym for tech.
3/24/2022 • 44 minutes
Closing Bell: Stocks rally into the close as tech takes off, NYSE Chair on market volatility, and a $200 oil price warning 3/24/22
Stocks rebounding on wall street as the major averages close near session highs. Tech the best performing sector led higher by a surge in semiconductor stocks. Cowen’s Matt Ramsay reveals his top chip picks. NYSE Chair Sharon Bowen discusses market volatility and her plans to bring more IPOs to the exchange. And Bank of America Head of Global Commodity Research Francisco Blanch warning oil could hit $200 if there is a major disruption to oil production.
3/24/2022 • 43 minutes, 50 seconds
Closing Bell Overtime: Can stocks get back to new highs? 3/23/22
Stocks close at session lows. Josh Brown from Ritholtz Wealth Management explains why rallies are “guilty until proven innocent.” Meanwhile, Fundstrat’s Tom Lee says stocks can still go higher. And, Michael Santoli’s last word - can Apple hold its “safety premium” among big tech?
3/23/2022 • 43 minutes, 18 seconds
Closing Bell: Stocks sink as oil spikes, CME Group’s CEO on wild swings in commodity prices, and Petco’s CEO on whether the pet industry is inflation-proof. 3/23/22
Stocks closing near session lows as oil prices jump to nearly $115. Cannacord Chief Market Strategist Tony Dwyer explains why he thinks investors should be buying stocks on bouts of weakness. CME Group Chairman & CEO Terry Duffy on the recent volatility in commodity prices and his exchange launching new crypto products. And Petco’s CEO discusses whether customers are still spending big bucks on their pets despite the spike in inflation.
3/23/2022 • 42 minutes, 53 seconds
Closing Bell Overtime: Exclusive with billionaire investor Carl Icahn 3/22/22
Billionaire investor Carl Icahn says, “there very well could be a recession, or even worse.” Plus, the latest on his activist stake in McDonald’s.
3/22/2022 • 44 minutes, 31 seconds
Closing Bell: Stocks rally into the close, National Economic Council Director Brian Deese on the state of the economy & consumer, and Carnival’s CEO on when the cruise line could return to normal 3/22/22
Stocks closing near the highs of the trading day as investors raise interest rate hike expectations. National Economic Council Director Brian Deese on the strength of consumer demand and the labor market. Carnival CEO Arnold Donald discusses booking strength and when the cruise line could return to normal. And Interactive Brokers Chairman Thomas Peterffy on why he thinks the return of the meme stock rally is bad for retail traders.
3/22/2022 • 43 minutes, 59 seconds
Closing Bell Overtime: Will the interest rate rally sink stocks? 3/21/22
Stocks turned lower following hawish comments from Federal Reserve Chairman Jerome Powell. Could rising rates sink stocks? Ed Yardeni from Yardeni Research weighs in. Plus, top investor Keith Meister from Corvex Management reveals his top stock picks. And, Michael Santoli sounds off on his last word: Hard road to a soft landing?
3/21/2022 • 44 minutes, 32 seconds
Closing Bell: Dow snaps 5-day win streak, American Airlines’ CEO on travel demand, and the dash for trash. 3/21/22
Stocks snapping a 5-day win streak after Fed Chairman Jay Powell said inflation is much too high. The CEO of American Airlines on the outlook for travel demand, rising ticket prices and why he doesn’t see more consolidation ahead in the industry. Thoma Bravo’s Managing Partner weighs in on his company’s deal to buy software maker Anaplan. And Bespoke’s Paul Hickey on why there’s been a rally in low-quality stocks recently.
3/21/2022 • 43 minutes, 48 seconds
Closing Bell Overtime: Kynikos Founder Jim Chanos, Friday Night Fight 3/18/22
Major averages post their largest weekly gains since November 2020. “Mad Money” host Jim Cramer weighs in on this week’s stock surge. Plus, noted short-seller Jim Chanos from Kynikos reveals his latest short position. And “Friday Night Fight”! Steve Weiss and Jim Lebenthal debate – have stocks bottomed?
3/18/2022 • 44 minutes, 23 seconds
Closing Bell: Stocks rally again in the final hour of trading, Cleveland-Cliffs’ CEO on the wild moves in metal prices, and FTX’s CEO on a new cryptocurrency regulation bill 3/18/22
Stocks rallying into the close for a third straight day to post the biggest weekly gain of the year. The CEO of steel Cleveland-Cliffs on why his company is better positioned than rivals to deal with the wild swings in metal prices. The CEO of cryptocurrency exchange FTX on a new bill that would crack down on using crypto to avoid Russian sanctions. Jefferies Michael Yee on whether Moderna’s recent bounce back is for real. And Needham’s Laura Martin on the FANG stock she thinks is most attractive.
Top investor Ricky Sandler from Eminence Capital tells us why he doesn’t think the worst of the market sell-off is over. Plus, instant reaction to GameStop and FedEx earnings. Quadratic Capital Management’s Nancy Davis outlines how investors can play volatility. And, is it time to get bullish on emerging markets? Joe Terranova from Virtus Investment Partners weighs in.
3/17/2022 • 44 minutes, 33 seconds
Closing Bell: Stocks soar into the close, billionaire venture capitalist Jim Breyer on which tech stocks look cheap, and Former Ford CEO Mark Fields on which automakers will be the big winners in the EV wars 3/17/22
Stocks staging another big rally into the close. Billionaire venture capitalist Jim Breyer reveals which beaten-up big tech stocks he has been buying amid recent weakness. Plus, he explains why the metaverse is overhyped. Former Ford CEO Mark Fields on how rising commodity prices are impacting the auto industry and which companies are winning the EV wars.
3/17/2022 • 43 minutes, 48 seconds
Closing Bell Overtime: Brave new world for investors, Jeff Gundlach reacts to Fed decision 3/16/22
Ritholtz Wealth Management’s Josh Brown and Loop Capital’s Kourtney Gibson are out with the post-Fed play and discuss how investors should trade following a Fed rate hike. Plus, top investor Jeff Gundlach from DoubleLine Capital strikes an optimistic tone. He gives his take on equities, inflation, and Bitcoin.
3/16/2022 • 44 minutes, 34 seconds
Closing Bell: Market Rallies following Fed’s rate hike since 2018, Fmr. National Economic Council Director on why inflation probably hasn’t peaked, and why one analyst is betting on brokerages over banks in a higher rate environment 3/16/22
The Dow soaring more than 500 points after the Fed raised interest rates for the first time since 2018. The market making a big turnaround during Fed Chair Jay Powell’s news conference. Fmr. National Economic Council Director Gary Cohn has instant reaction to Powell and explains why he doesn’t think inflation has peaked. Wolfe Research’s Steven Chubak on why he prefers brokerage stocks over the banks right now. Evercore ISI’s Mark Mahaney on why investors should be in defensive tech stocks amid a higher interest rate environment.
3/16/2022 • 56 minutes, 53 seconds
Closing Bell Overtime: Time to get more positive on stocks?
Stocks closed near session highs, but can investors trust the rally? Trivariate’s Adam Parker, SoFi’s Liz Young, and Solus Alternative Asset Management’s Dan Greenhaus debate the “Talk of the Tape” and whether it’s time to buy right now. Billionaire Investor Marc Lasry weighs in on why he’s negative on China and where else he sees opportunity. And, Pete Najarian makes a late-day trade in ARK Fintech (ARKF). Plus, Wedbush Securities’ Dan Ives zeros in on his “Most Valuable Pick.”
3/15/2022 • 41 minutes
Closing Bell: Stocks surge on tech’s turnaround, Spirit Airlines’ CEO on rising fuel costs, Palo Alto Networks’ CEO on cyber attack threats, and why the Fed is no longer your friend.
Stocks staging a big rally as tech stocks rebound from their recent sell off. Jefferies Tech Analyst Brent Thill lays out his top tech picks.
Spirit Airlines’ CEO on why higher oil prices actually increase the carrier’s competitive advantage.
The CEO of cybersecurity firm Palo Alto Networks explains why he has never been as worried about cyber attacks as he is right now.
And Jefferies Chief Market Strategist David Zervos on why the Fed is not your friend this year.
3/15/2022 • 43 minutes, 38 seconds
Premiere of Closing Bell Overtime: Tech on the edge, panelists tackling Nasdaq’s continued struggles
The Nasdaq Composite closed lower for the 7th session in 8. Satori Fund’s Dan Niles and BMO Capital’s Brian Belski tackle the “Talk of the Tape.” Plus, tech investor Brad Gerstner from Altimeter Capital opens up his playbook and talks about his positions in Snowflake, Roblox, and Grab. And Morgan Stanley’s Mike Wilson on his bold call. Why he’s picking bonds over stocks right now.
3/14/2022 • 44 minutes, 34 seconds
Closing Bell: China tech stocks crushed, Scott Minerd’s call on surging bond yields, & market bottom nowhere in sight?
With Chinese tech stocks continuing to get crushed, Matthews Asia investment strategist Andy Rothman explains why the investing environment in China during the second half of the year will be significantly better than it is now. EU Commissioner for Competition discusses the challenges of regulating social media in the war between Russia & Ukraine. Guggenheim Global Chief Investment Officer Scott Minerd on why he sees bond yields peaking and why he is now looking at beaten-up tech stocks. And Wolfe Research Chief Investment Strategist Chris Senyek on why he thinks a sustainable market bottom is nowhere in sight.
3/14/2022 • 43 minutes, 58 seconds
Introducing Closing Bell Overtime
When the bell rings, the action does not end. During “Closing Bell: Overtime,” Scott Wapner takes you through all of the after-hours moves including breaking news, corporate earnings and post-market trading. Big investors, smart strategists and top money managers debate actionable ideas and the big market themes of the day, and get listeners ready for tomorrow’s trading day.
3/11/2022 • 22 seconds
Introducing Closing Bell
Anything can happen between the bells of the trading day. But what happens during the last hour could be what matters most. During “Closing Bell”, Sara Eisen guides you through the most important hour of the trading day. The show takes a close-up look at how the markets are moving, what’s driving individual stocks and how investors are reacting. CEOs, analysts and money managers explain their strategies, share opinions, and provide an inside perspective on breaking news stories.