Closing Bell

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

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

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

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

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

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. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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