Filtra per genere
- 1463 - 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.
Wed, 27 Mar 2024 - 40min - 1462 - 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.
Wed, 27 Mar 2024 - 43min - 1461 - 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.
Tue, 26 Mar 2024 - 43min - 1460 - 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.
Tue, 26 Mar 2024 - 43min - 1459 - Closing Bell Overtime: Gold Near All Time Highs, Reddit Shares Rise & China Cracks Down on U.S. Chips 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.
Mon, 25 Mar 2024 - 43min - 1458 - Closing Bell: Ignoring Mounting Market Risks? 3/25/24
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.
Mon, 25 Mar 2024 - 43min - 1457 - Closing Bell Overtime: Rockwell-Nvidia Industrial AI Deal, Bitcoin Mining & Consumer Signals from Nike & Lulu 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.
Fri, 22 Mar 2024 - 43min - 1456 - 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.
Fri, 22 Mar 2024 - 42min - 1455 - 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.
Thu, 21 Mar 2024 - 23min - 1454 - 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.
Thu, 21 Mar 2024 - 42min - 1453 - 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.
Thu, 21 Mar 2024 - 42min - 1452 - 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.
Wed, 20 Mar 2024 - 46min - 1451 - Closing Bell: Fed Leaves Rates Unchanged, Stocks Rise on Powell News Conference 3/20/24
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.
Wed, 20 Mar 2024 - 37min - 1450 - 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.
Tue, 19 Mar 2024 - 43min - 1449 - Closing Bell: The AI Arms Race, Bitcoin Slides & The Fed's Next Move 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.
Tue, 19 Mar 2024 - 42min - 1448 - 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.
Mon, 18 Mar 2024 - 42min - 1447 - 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.
Fri, 15 Mar 2024 - 46min - 1446 - 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.
Fri, 15 Mar 2024 - 42min - 1445 - 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.
Thu, 14 Mar 2024 - 24min - 1444 - 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.
Thu, 14 Mar 2024 - 42min - 1443 - 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.
Thu, 14 Mar 2024 - 42min - 1442 - 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.
Wed, 13 Mar 2024 - 20min - 1441 - 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.
Wed, 13 Mar 2024 - 43min - 1440 - 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.
Wed, 13 Mar 2024 - 43min - 1439 - 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.
Tue, 12 Mar 2024 - 43min - 1438 - Closing Bell: Preparing for a Momentum Meltdown? 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.
Tue, 12 Mar 2024 - 42min - 1437 - 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.
Mon, 11 Mar 2024 - 44min - 1436 - 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.
Mon, 11 Mar 2024 - 42min - 1435 - Manifest Space: Simplifying Space Mobility with Morpheus Space CEO Daniel Bock 3/8/24
As the number of spacecraft has skyrocketed, so has the risk of collision. Morpheus Space, a space mobility startup, is looking to change the model around maneuvering satellites. CEO Daniel Bock joins Morgan Brennan to break down the one-stop satellite services shop—and building a subscription model to do so.
Fri, 8 Mar 2024 - 20min - 1434 - Closing Bell: Chipmakers Retreat & Is Tech Underpriced? 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.
Fri, 8 Mar 2024 - 42min - 1433 - 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.
Thu, 7 Mar 2024 - 45min - 1432 - Closing Bell: Retail Earnings Season Underway 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.
Thu, 7 Mar 2024 - 42min - 1431 - 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.
Thu, 7 Mar 2024 - 16min - 1430 - 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.
Wed, 6 Mar 2024 - 46min - 1429 - Closing Bell Overtime: NYCB Fallout 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.
Wed, 6 Mar 2024 - 45min - 1428 - 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.
Tue, 5 Mar 2024 - 48min - 1427 - Closing Bell: The (Not So) "Magnificent 7", Fed Outlook & Apple 3/5/24
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.
Tue, 5 Mar 2024 - 46min - 1426 - 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.
Mon, 4 Mar 2024 - 43min - 1425 - Closing Bell: Retail Playbook, Apple & Nvidia 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.
Mon, 4 Mar 2024 - 42min - 1424 - 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.
Fri, 1 Mar 2024 - 43min - 1423 - 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.”
Fri, 1 Mar 2024 - 24min - 1422 - 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.
Fri, 1 Mar 2024 - 42min - 1421 - 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.
Thu, 29 Feb 2024 - 43min - 1420 - 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.
Thu, 29 Feb 2024 - 43min - 1419 - 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.
Thu, 29 Feb 2024 - 23min - 1418 - 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.
Wed, 28 Feb 2024 - 43min - 1417 - Closing Bell: Broadening Rally Benefiting Bulls? 2/28/24
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.
Wed, 28 Feb 2024 - 43min - 1416 - Closing Bell Overtime: Rising Cost of Housing, Klarna CEO on IPO Timeline & Ebay Earnings 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.
Tue, 27 Feb 2024 - 43min - 1415 - 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.
Tue, 27 Feb 2024 - 44min - 1414 - 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.
Mon, 26 Feb 2024 - 43min - 1413 - 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.
Mon, 26 Feb 2024 - 42min - 1412 - 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.
Fri, 23 Feb 2024 - 43min - 1411 - Closing Bell: Nvidia Surge & Obstacles to the Bullish Streak 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.
Fri, 23 Feb 2024 - 42min - 1410 - 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.
Thu, 22 Feb 2024 - 46min - 1409 - Closing Bell: Reddit’s IPO Filing 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.
Thu, 22 Feb 2024 - 46min - 1408 - 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.
Thu, 22 Feb 2024 - 25min - 1407 - 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.
Wed, 21 Feb 2024 - 43min - 1406 - Closing Bell: Fed Minutes & Nvidia Earnings 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.
Wed, 21 Feb 2024 - 42min - 1405 - 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.
Tue, 20 Feb 2024 - 46min - 1404 - Closing Bell: FuboTV’s Lawsuit, Mega-Cap Tech & Nvidia Earnings Preview 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.
Tue, 20 Feb 2024 - 43min - 1403 - Closing Bell Overtime: Fed's Inflation Battle 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.
Fri, 16 Feb 2024 - 43min - 1402 - 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.
Fri, 16 Feb 2024 - 42min - 1401 - 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.
Thu, 15 Feb 2024 - 43min - 1400 - 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.
Thu, 15 Feb 2024 - 43min - 1399 - 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.
Wed, 14 Feb 2024 - 43min - 1398 - 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.
Wed, 14 Feb 2024 - 44min - 1397 - 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.
Tue, 13 Feb 2024 - 45min - 1396 - 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.
Tue, 13 Feb 2024 - 19min - 1395 - 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.
Tue, 13 Feb 2024 - 59min - 1394 - 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.
Mon, 12 Feb 2024 - 43min - 1393 - 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.
Mon, 12 Feb 2024 - 42min - 1392 - 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.
Fri, 9 Feb 2024 - 39min - 1391 - 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.
Fri, 9 Feb 2024 - 42min - 1390 - 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.
Thu, 8 Feb 2024 - 12min - 1389 - 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.
Thu, 8 Feb 2024 - 12min - 1388 - 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.
Thu, 8 Feb 2024 - 43min - 1387 - Closing Bell: 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.
Thu, 8 Feb 2024 - 43min - 1386 - 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.
Wed, 7 Feb 2024 - 45min - 1385 - 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.
Wed, 7 Feb 2024 - 43min - 1384 - 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.
Tue, 6 Feb 2024 - 48min - 1383 - 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.
Tue, 6 Feb 2024 - 42min - 1382 - 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.
Mon, 5 Feb 2024 - 43min - 1381 - 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.
Mon, 5 Feb 2024 - 42min - 1380 - 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.
Fri, 2 Feb 2024 - 42min - 1379 - Closing Bell: Bank Stock Breakdown, Hot Jobs Report & Fed's Rate Decision 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.
Fri, 2 Feb 2024 - 42min - 1378 - 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.
Thu, 1 Feb 2024 - 23min - 1377 - 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.
Thu, 1 Feb 2024 - 46min - 1376 - 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.
Thu, 1 Feb 2024 - 35min - 1375 - 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.
Wed, 31 Jan 2024 - 43min - 1374 - 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.
Wed, 31 Jan 2024 - 40min - 1373 - 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.
Tue, 30 Jan 2024 - 45min - 1372 - 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.
Tue, 30 Jan 2024 - 42min - 1371 - 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.
Mon, 29 Jan 2024 - 42min - 1370 - 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.
Mon, 29 Jan 2024 - 42min - 1369 - 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.
Fri, 26 Jan 2024 - 34min - 1368 - 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.
Fri, 26 Jan 2024 - 42min - 1367 - 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.
Fri, 26 Jan 2024 - 17min - 1366 - 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.
Thu, 25 Jan 2024 - 46min - 1365 - 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.
Thu, 25 Jan 2024 - 42min - 1364 - 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.
Thu, 25 Jan 2024 - 04min
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