Closing Bell

Stocks had their first down day since the election as investors took a breather and Treasury yields rose. Earnings Instacart, Skyworks, Cava, Flutter. Top analyst, Mark Mahaney of Evercore ISI, takes a deep dive on Spotify earnings and why he likes the company. Ares Global Head of Wealth Management Raj Dhanda on top opportunities in private markets and how to allocate under Trump 2.0. Shift4 Payments founder and CEO Jared Isaacman on earnings, the consumer and space policy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can the markets’ pro-growth, risk-on message of the past week be trusted? And how has it changed the setup into the year’s final stretch? Our all-star panel of Sofi’s Liz Young, Metlift’s Drew Matus and Thornburg’s Emily Leveille break down where they stand. Plus, Sherry Paul of Morgan Stanley Private Wealth breaks down her year-end playbook. And, we run through what to watch from Instacart, Occidental Petroleum and Flutter when those names report in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow closed above 44,000 and the S&P 500 closed above 6,000 for the first time as stocks extend their bullish run since the election. Bespoke’s Paul Hickey and Envestnet’s Dana D’Auria break down what could be ahead through year-end. Apollo Global’s Torsten Slok on the Fed’s next move. Insulet CEO Jim Hollingshead on the company seeing strong demand for its insulin pump. IAC CEO Joey Levin on the company’s decision to explore spinning off its ownership in Angi—and what he might do with the cash. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow and S&P 500 had their best weeks since last November. Sunnova CEO John Berger talks his stock’s selloff since election day—and why the market has it wrong. Cloudflare CEO Matthew Prince talks the latest earnings, an update on rebuilding the enterprise sales team and protecting the 2024 election. Plus, Robinhood Chief Brokerage Officer Steve Quirk on how users are trading on the platform since the election. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With an already-strong bull market getting an extra kick from anticipated policy help and loosening Fed policy into a sturdy economy … what’s not to like? NewEdge’s Cameron Dawson, Truist’s Keith Lerner and Pointwealth Capital weigh in on where they see the markets – and your money – headed from here. Plus, Former Fed Governor Mishkin maps out what he is expecting from next week’s CPI print. And, RBC’s Lori Calvasina reveals her post-election playbook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When it comes to capital in space and defense technology, the government and VC investors have remained king. But Leonid Capital Partners is doing something different: pivoting the industry to private credit. With the firm, companies—including clients like ABL Space Systems, Canopy Aerospace, Phase Four and more— can borrow against their government contracts. Co-Founder & President James Parker joins Morgan Brennan to discuss what’s enticing him now and the investing landscape writ large. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P 500 and Nasdaq closed at record levels after the Fed cut by 25 basis points. Hightower's Stephanie Link and Jefferies' David Zervos break down what it means for investors. Earnings from Airbnb, Expedia, Block, Pinterest, Rivian, DraftKings, Affirm and Cloudflare. Affirm CEO Max Levchin talks about the latest results, latest trends on consumer growing and its growing number of merchant partners. Rivian CEO RJ Scaringe on why the company is seeing larger losses per car in than a year ago and what's ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow, S&P 500 and Nasdaq all closed at record highs as stocks surged the day after Donald Trump's presidential victory. We break down what the next steps are going to be across the key sectors and for your money. Interactive Brokers' founder Thomas Peterffy talks about investors hoping for less regulation on Wall Street, while longtime tech investor Alan Patricof gives his take on what happens now for Big Tech and M&A. Plus, Anduril founder Palmer Luckey on the growing relationship between Silicon Valley and the Defense Department. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Keith Rabois, early investor in Affirm, Stripe, DoorDash and others, on why he is supporting Trump in the election—and why he changed his stance as a former Never Trumper. Chamber of Commerce CEO Suzanne Clark talks the business issues on the ballot and what is most important to the CEOs she represents. Plus, Lumen CEO Kate Johnson on her company's new deal with Google Cloud and why Big Tech is partnering with Lumen for building AI networks. Plus, investors sour on Super Micro's latest earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What could the election’s result mean for this bull run? Our all-star panel of New York Life Investments’ Lauren Goodwin, iCapital’s Anastasia Amoroso and Charles Schwab’s Kevin Gordon reveal what they think is next for stocks. Plus, Glen Kacher from Light Street Capital tells us where he sees the mega-caps headed as we look toward the end of the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How should investors play the next few weeks? Trivariate’s Adam Parker, Invesco’s Kristina Hooper and BMO’s Yung-Yu Ma reveal their playbooks. Plus, Aswath Damodaran from NYU Stern School of Business weighs in on tech valuations now that mega-cap earnings are in the rearview mirror. And, top technician Chris Verrone tells us how he is navigating the uncertainty surrounding the election and upcoming fed meeting. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former PIMCO Chief Economist Paul McCulley talks what’s next for the Fed after the weak October jobs report—and why he says there should be 150 basis points more of cuts. Goldman Sachs managing director Eric Sheridan gives his tech playbook after six of the Magnificent 7 have reported earnings and what trends he is watching in next weeks reports. Plus, Cleveland-Cliffs CEO Lourenco Goncalves on the company’s just-closed acquisition of Canada-based Stelco, the 2024 election impact on the steel industry, and why he calls the United States “sick” due to tariffs and imports. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the general election broaches, what is the future of space policy? Investors see the space economy as a bipartisan issue, with gains to be made on either side. On this episode, Space Capital’s Chad Anderson joins Morgan Brennan to break down his space investing thesis, how China is moving at “breakneck speed”, and SpaceX. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nearly $5.5T in earnings reported after the bell, including behemoths Apple and Amazon. We have you covered with instant analysis and reaction from every angle. Plus, Pat Gelsinger, Intel CEO, discuss his company’s earnings, the outlook for the business and moving forward after some difficult quarters. iPhone co-creator Tony Fadell weighs in on Apple Intelligence and the company’s larger strategy with AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What lies ahead for your money over the remainder of the year? NewEdge’s Cameron Dawson breaks down what she’s expecting for stocks into year-end. Plus, Meena Flynn of Goldman Sachs tells us how she is navigating the uncertainty surrounding the election, earnings and the upcoming Fed decision. And, we run through what to watch from Apple and Amazon when those company’s report in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech heavyweights Microsoft and Meta reported their latest numbers. We have you covered with instant analysis and reaction from Wedbush’s Dan Ives and Roth MKM’s Rohit Kulkarni. Coinbase Co-Founder & CEO Brian Armstrong talks about his company’s latest quarter and the broader crypto industry’s efforts ahead of the election. Plus, Doordash CFO talks reaching GAAP profitability for the first time. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the tech trade about to make another major move higher in the weeks ahead? Trivariate’s Adam Parker, Sofi’s Liz Young Thomas and Invesco’s Brian Levitt debate where they stand. Plus, Alger’s Dan Chung – a Microsoft and Meta shareholder – tells us what he is expecting from those names when they report after the bell. And, we run through what to watch from Robinhood and Starbucks earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The earnings parade rolls on with Google, EA, Visa, Chipotle, Snap, AMD, Reddit and more. We have instant analysis and reaction from Evercore's Mark Mahaney, Bernstein's Stacy Rasgon and DA Davidson's Gil Luria. Plus, Chipotle interim CEO Scott Boatwright gives his first earnings interview in the role to talk his strategy for the company, the latest results and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Solus’ Dan Greenhaus, Payne Capital’s Courtney Garcia and BMO’s Brian Belski break down how they’re navigating a mega week for the mega caps. Plus, GeneDX CEO Katherine Stueland joins us to discuss her company’s big earnings beat. And, we reveal what to watch when Chipotle and AMD report results in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ford CFO John Lawler joins in an exclusive interview to discuss Q3 earnings, the company’s guidance and what’s ahead in the EV market. Lux Capital co-founder John Wolfe on launching Lux Labs to invest in the next American breakthrough and the rise in defense tech investing. Plus, RBC’s Lori Calvasina on what she’s watching for Big Tech earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tony Faddell, inventor of the iPod and co-inventor of the iPhone, joins to discuss the recent spate of bearish Apple headlines—and makes his case for why Apple has a strategic advantage in AI not just right now but for years to come. Plus, the fallout from WSJ’s bombshell report on Elon Musk and Russia and T. Rowe Price’s Tony Wang on how to position ahead of Big Tech earnings next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Between tech earnings and the election, the next two weeks are shaping up to be pivotal for the markets. Professor Jeremy Siegel tells us how he is navigating these upcoming events. Plus, 3Fourteen’s Warren Pies tells us why he sees stocks rallying into the year end. And, DataTrek’s Nick Colas is flagging what he says is a positive sign for the tech sector heading into 2025. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.