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Closing Bell

Closing Bell

2,255 episodes — Page 19 of 46

Closing Bell Overtime: ServiceNow CEO On New AI Offering; Financials Sell Off 9/10/24

Tech outperformed on the session as stocks try to claw back last week’s losses. Vital Knowledge’s Adam Crisafulli and Truist Co-CIO Keith Lerner break down the market action while T. Rowe Price’s Tony Wang on the tech trade and top under-the-radar picks. ServiceNow stock hit an all-time high after introducing its newest AI offering: Xanadu. CEO Bill McDermott talks adoption of the company’s products in the new AI age. Piper Sandler analyst Scott Siefers on what happened today to drag down the financial sector stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 10, 202443 min

Closing Bell: Defensives on the Offensive 9/10/24

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 10, 202443 min

Apple Unveils iPhone 16; Rubrik CEO Talks Earnings Before Analyst Call 9/9/24

Breaking down Apple’s newest offerings with Creative Strategies CEO Ben Bajarin, plus Jon walks through his checklist for event. Rubrik CEO Bipal Sinha on the company’s second quarterly report as a public company. Analysis of the strong quarter from Oracle with Wolfe’s Alex Zukin. Plus, where to find opportunity with Bespoke’s Paul Hickey and Wells Fargo’s Sameer Samana. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 9, 202443 min

Closing Bell: Seasonal Weakness & New Apple Watch 9/9/24

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 9, 202441 min

Closing Bell Overtime: Global Tech Rout Deepens; Roblox CEO Outlines New Strategies 9/6/24

The slide in tech stocks extended the Nasdaq 100 posting its worst week since July while the S&P 500 had its worst week of the year. We have you covered from every angle, including the market action with Jefferies Chief Market Strategist David Zervos, Kestra Investment Management CIO Kara Murphy and G Squared Private Wealth CEO Victoria Greene. Plus, Dan Niles on what to do with big tech stocks. Roblox CEO David Baszucki talks the company’s growth plan and Samsara CEO Sanjit Biswas on strong earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 6, 202443 min

Closing Bell: Bumpy Road Ahead for Stocks? 9/6/24

The road ahead for stocks has gotten bumpier… but are there too many potholes to get around? Fundstrat’s Tom Lee, Solus’ Dan Greenhaus and Payne Capital’s Courtney Garcia break down their forecasts. Plus, Morgan Stanley’s Chris Toomey tells us how he is advising his clients ahead of this month’s critical Fed decision. And, homebuilders were a rare bright spot in today’s down tape. We tell you what’s behind that big bounce. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 6, 202442 min

Manifest Space: Sorting Space Junk with LeoLabs CEO Tony Frazier 9/5/24

Within the next decade, thousands of satellites are set to head to space, but satellites may need to duck for cover. As more payloads enter low Earth orbit, space junk— debris from previous rocket launches, inactive satellites, and more—is also on the rise. LeoLabs is a startup that analyzes it all, and says number of active payloads it tracks has increased tenfold. With an additional 13,000 pieces of debris in orbit, what’s the future of space traffic management? CEO Tony Frazier joins Morgan Brennan to discuss the trajectory of space traffic, using AI to analyze satellites, and his six months on the job. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 5, 202425 min

Closing Bell Overtime: Cleveland-Cliffs CEO On Nippon, US Steel Deal; L3Harris CEO On Global Threats 9/5/24

Cleveland-Cliffs CEO Lourenco Goncalves says in an exclusive interview with Closing Bell Overtime that the offer for US Steel is still on the table and he is working with JPMorgan and Wells Fargo on a plan. L3Harris CEO Chris Kubasik talks global threat levels, disruption in the defense sector and what impact the 2024 election will have. Secureworks CEO Wendy Thomas on what a possible deal for the company would look like. Plus, Bernstein’s Stacy Rasgon reacts to Broadcom earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 5, 202443 min

Closing Bell: Jobs Report Jitters 9/5/24

How much does tomorrow’s jobs report matter to the bull market? Charles Schwab’s Liz Ann Sonders gives her take. Plus, LA Rams president Kevin Demoff reacts to being ranked #2 on CNBC’s inaugural NFL valuations list. And, we break down what is behind Tesla’s big charge higher today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 5, 202443 min

Closing Bell Overtime: Chips Slide Extends Into Second Day; C3 AI CEO On Quarter; ZScaler CEO On Weak Billings Guidance 9/4/24

Stocks pared losses into the close, but the Nasdaq was lower for the second-straight day as the slide in chips continued. C3 AI CEO Tom Siebel discusses the latest quarter in first comments before the analyst call while ZScaler CEO Jay Chaudhry breaks down the weak billings guidance that scared investors. Palo Alto Networks CEO Nikesh Arora on closing its IBM deal and the impact of Crowdstrike. Plus, Grant’s Interest Rate Observer founder Jim Grant on what’s next for inflation and the Fed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 4, 202443 min

Closing Bell: Skittish Stocks 9/4/24

Are we heading for another stretch of volatility? Sofi’s Liz Young Thomas, iCapital’s Anastasia Amoroso and BMO’s Yung-Yu Ma give their forecasts for stocks. Plus, Wells Fargo’s Chris Harvey tells us how he will navigate a potential rate cut and the upcoming election. And, CNBC’s Jim Cramer storms Post Nine with some breaking news on Nvidia. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 4, 202442 min

Closing Bell Overtime: Tech Tumbles To Start Month; Nvidia Sheds Nearly $300B In Market Cap 9/3/24

A rough start to the trading month as tech and chip stocks sent the market lower. We have you covered from every angle. Plus, Moor Insights & Strategy’s Patrick Moorhead on reports of the DoJ subpoenaing Nvidia and former United CEO Oscar Munoz on what’s next at Boeing and Southwest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 3, 202442 min

Closing Bell: Tech Slump & Stocks at Session Lows 9/3/24

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 3, 202446 min

Closing Bell Overtime: Bitcoin Mining vs. AI & The Impact of Rate Cuts 8/30/24

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 30, 202442 min

Closing Bell: Consumer Staples & Cutting Through the Fed Tape 8/30/24

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 30, 202443 min

Manifest Space: A Stellar Human Spaceflight Summer with Former NASA Deputy Administrator Lori Garver 08/30/24

From astronauts stuck at the I.S.S. to Blue Origin’s latest suborbital spaceflight, it’s been a big week for human spaceflight. Commercial players have dominated the skies since the development of the Commercial Crew Program—helping to kick off a new era of public-private partnerships in space. Lori Garver, NASA’s former Deputy Administrator, was a key architect in the program. She joins Morgan Brennan to parse through how Boeing can recover from its latest Starliner struggles, Polaris Dawn’s prospects of launch, and space policy come the November 2024 election. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 30, 202427 min

Closing Bell Overtime: Apple Reportedly In Talks To Invest In OpenAI; Google Cloud CEO, Accenture CEO On Client Needs For AI 8/29/24

Investors digest earnings from Nvidia during the trading session, sending the Nasdaq ultimately lower. Earnings today from Ulta, Autodesk, Dell, Lululemon, Marvell and MongoDB. Bernstein analyst Aneesha Sherman breaks down Lulu’s numbers. Google Cloud CEO Thomas Kurian and Accenture CEO Julie Sweet join in an exclusive interview to talk their expanded partnership in generative AI and cybersecurity, plus what their clients want from their offerings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 29, 202442 min

Closing Bell: Top Strategies for Your Money 8/29/24

What are the best strategies for your portfolio right now? NewEdge’s Cameron Dawson, Invesco’s Kristina Hooper and American Century’s Mike Rode reveal their playbooks. Plus, several reports surfacing today about Apple’s big AI push. We break down all the headlines and get instant analysis from an analyst. And, we tell you what’s at stake when retailers Lululemon and Ulta report in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 29, 202443 min

Closing Bell Overtime: The Big Day Is Here As Nvidia Reports Earnings 8/28/24

We have you covered from every angle on Nvidia earnings – including instant reaction, what it means for the mega-caps and more. Bespoke’s Paul Hickey, Wealth Enhancement’s Nicole Webb and Moor Insights & Strategy’s Patrick Moorhead bring you the investor angle while CFRA’s Angelo Zino on what he is telling clients about the numbers. Plus, Madrona’s Matt McIlwain on what it means for big tech and the rest of the AI ecosystem. Other earnings include: Crowdstrike, Five Below, Pure Storage. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 28, 202442 min

Closing Bell: Nvidia’s Make or Break Moment 8/28/24

What’s at stake when Nvidia reports in Overtime? Our all-star panel of Stacy Rasgon, Stephanie Link and Josh Brown reveal what they’re watching from that report. Plus, star analyst Dan Ives says this is the most important earnings report this year. He explains why. And, top technician Jeff deGraaf is flagging some trouble in the charts. He explains what headwinds he thinks the market could be facing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 28, 202443 min

Closing Bell Overtime: Dow Jones Notches Another Record Close 8/27/24

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 27, 202442 min

Closing Bell: How Much Is Riding on Nvidia? 8/27/24

Amidst a broadening market … how reliant are we on Nvidia and other tech heavyweights? Solus’ Dan Greenhaus, NB Private Wealth’s Shannon Saccocia and Branch Global Capital Advisors Greg Branch debate their forecasts. Plus PIMCO’s Erin Browne tells us why investors should wait to buy the dip. And, it could be a new era for the NFL as team owners vote on private equity investing. We drill down on what that could mean for the league. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 27, 202446 min

Closing Bell Overtime: Dow Record Close; Black Eye For Boeing; Mohamed El-Erian On The Fed 8/26/24

The Dow posted its first record close in over a month after last week’s Jackson Hole conference. Allianz’s Mohamed El-Erian breaks down the key messages from Powell and the Fed. G Squared’s Victoria Greene and Carson Group’s Ryan Detrick on today’s tech laggards and the rest of the market. Boeing announced SpaceX will bring home its astronauts; Jefferies analyst Sheila Kahyaoglu on what it means for the stock. Plus, Payoneer CEO John Caplan on consumer spending. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 26, 202443 min

Closing Bell: Weighing the Fate of the Rally 8/26/24

Now that rate cuts are all but confirmed … what is next for the rally? Requisite Capital’s Bryn Talkington tells us what she is expecting. Plus, Former Dallas Fed President Robert Kaplan gives his first take on Powell’s Jackson Hole speech. And, chip stocks got wrecked in today’s session. Seema Mody reveals what’s behind that drop. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 26, 202443 min

Closing Bell Overtime: “The time has come for policy to adjust”; Dovish Powell Sends Stocks Higher 8/23/24

Fed Chair Jay Powell signaled rate cuts are near after saying, “The time has come for policy to adjust.” Investors cheered the news, sending stocks broadly higher. Innovator Capital Management’s Tim Urbanowicz and Paulsen Perspectives’ Jim Paulsen break down how to position while 3Fourteen’s Warren Pies discusses the impact on housing. Plus, BofA Head of North American Banks Research talks what the cuts will mean for banking stocks and Mercer US CIO Olaolu Aganga gives top ideas and the opportunities in alternative investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 23, 202442 min

Closing Bell: Powell's Message to Markets & Framing Up the Housing Sector 8/23/24

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 23, 202443 min

Closing Bell Overtime: BofA’s Savita Subramanian On Volatility, Best Ideas; Goldman’s Chief US Economist On The Fed 8/22/24

Stocks slid into the close as investors await Fed Chair Jerome Powell’s speech at Jackson Hole tomorrow; Goldman Sachs Chief US Economist David Mericle breaks down what’s at stake. BofA’s Savita Subramanian on top ideas. Plus, earnings from CAVA, Intuit, Ross Stores, Workday. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 22, 202441 min

Closing Bell: The Fed & Recession Probability 8/22/24

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 22, 202443 min

Manifest Space: Capitalizing on Private Space Stations with Gravitics CEO Colin Doughan 8/22/24

A boom in private human spaceflight is on the horizon as more heavy-lift rockets come online. But at the ISS is set to retire in 2030, what is the future of space stations? Private players are stepping in to meet demand, with Gravitics, a Washington-based in-space infrastructure startup, a likely winner in the space. Founder & CEO Colin Doughan joins Morgan Brennan to discuss commercializing low-earth orbit, supplying hardware to commercial space stations, and its recent $125 million deal with Axiom Space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 22, 202416 min

Closing Bell Overtime: Charles Schwab Chief Investment Strategist Liz Ann Sonders On The Market, Volatility; Snowflake, Zoom Report Earnings 8/21/24

Major averages moved higher in the final minutes of trade, sending the Dow higher for the month. Snowflake and Zoom report earnings; we have analysts on each to break down what you need to know. Plus, Liz Ann Sonders, Charles Schwab Chief Investment Strategist talks market positioning and navigating volatility. Our Robert Frank reports on LVMH’s Bernard Arnault recent investments in AI Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 21, 202443 min

Closing Bell: Can Stocks Keep Climbing? 8/21/24

Is there enough good news to keep stocks climbing toward new record highs? Hightower’s Stephanie Link, BMO’s Brian Belski and Thornburg’s Emily Leveille break down their forecasts. Plus, EMJ’s Eric Jackson tells us which tech name he recently sold out of… but is considering getting back into. And, we run you through what’s at stake from Zoom’s earnings report after the bell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 21, 202442 min

Closing Bell: The State of the Consumer 8/20/24

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 20, 202442 min

Closing Bell Overtime: S&P 500 Can’t Quite Make It Nine In A Row; Fundstrat’s Tom Lee Calls For Huge Rally In Small Caps 8/20/24

The S&P 500 and Nasdaq snapped eight-day winning streaks. But Fundstrat’s Tom Lee says he sees 40% upside in small caps before the end of the year as the Fed is expected to cut rates. Ariel Investments’ Charlie Bobrinskoy and Vital Knowledge’s Adam Crisafulli break down the broader markets. NYU’s Dean of Valuations, Aswath Damodaran, on why he prefers Amazon to Nvidia right now, plus Barclays analyst Matt Miksic on a rough day for Dexcom after strong Eli Lilly obesity data was published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 20, 202442 min

Closing Bell Overtime: AMD CEO Lisa Su On $5B Deal For ZT; FuboTV CEO On Venu 8/19/24

AMD one of the top performing S&P 500 stocks today after announcing it planned to acquire systems company ZT Systems for nearly $5B. CEO Lisa Su joins Jon in an exclusive interview to discuss the deal and what’s next for the company. Bessemer’s Byron Deeter on Palo Alto’s strong numbers and the future of the software sector. FuboTV CEO David Gandler on a judge’s decision to temporarily block a sport streaming service rival. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 19, 202442 min

Closing Bell: Bullish Momentum Back? 8/19/24

The broad-based equity rally may be evidence of revived upside momentum. New York Life Investments’ Lauren Goodwin, CIC Wealth’s Malcolm Ethridge, and Merrill and Bank of America Private Bank’s Chris Hyzy discuss whether the upswing can last. Plus, Deepwater Asset Management’s Doug Clinton reveals his pick for winner in AMD’s latest challenge to Nvidia. And, DataTrek Research’s Nick Colas shares his top two sectors for the remainder of 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 19, 202443 min

Closing Bell Overtime: Rally rolls on, Tech Takes Off & The Final Frontier 8/16/24

The major averages posting their best week of the year as recession fears ease following last monday's massive sell off. Tech the big outperformer this week and Wedbush's Dan Ives explains why he thinks there is no stopping the tech rally. Unlimited CEO Bob Elliott weighs in on the market rally and why investors are underexposed to gold which keeps moving higher. And the all civilian crew of the Polaris Dawn, including Billionaire Astronaut Jared Isaacman, discuss their upcoming historic first ever private space walk and the impact it will have on the space economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 16, 202442 min

Manifest Space: Meet the Polaris Dawn Crew with Commander Jared Isaacman, Mission Pilot Scott Kidd Poteet, and Mission Specialists Sarah Gillis & Ana Menon 8/16/24

Only a few years after Jared Isaacman made history with the first all-private human spaceflight, he announced a new series of missions in partnership with SpaceX. He unveiled the Polaris program: a series of tech demonstration missions to culminate in the first crewed flight of SpaceX’s Starship. After thousands of hours of training, the first of the missions – Polaris Dawn—is scheduled to lift off from Kennedy Space Center as early as this month. The crew, including Mission Commander Jared Isaacman, Mission Pilot Scott Kidd Poteet, and Mission Specialists Sarah Gillis & Ana Menon, join Morgan Brennan from their training center at SpaceX HQ to discuss their training, expectations for their mission, attempting the first commercial spacewalk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 16, 202421 min

Closing Bell: Record Potential Restored? 8/16/24

New highs may be back on the table with the major averages notching their best weekly gains for 2024. Charles Schwab’s Kevin Gordon, Payne Capital Management’s Courtney Garcia, and Steve Liesman set investors up for a big week ahead culminating in Fed Chair Jerome Powell’s all-important speech at Jackson Hole. Plus, Morgan Stanley’s Erik Woodring makes the case for more Apple upside. And, noted value investor Scott Black cracks open his playbook to share his top picks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 16, 202442 min

Closing Bell Overtime: Strong Consumer Data Lifts Stocks; Nuclear’s Make Or Break Moment 8/15/24

A strong session for stocks after strong consumer data and results from Walmart – we have you covered on this rally. Bespoke’s Paul Hickey and Citi’s Scott Chronert break it all down. Former Saks CEO gives his take on the spending levels and what’s ahead for the consumer. William Blair’s Jed Dorsheimer breaks down AMAT earnings. Plus, our Pippa Stevens is in Georgia at the first built-from-scratch nuclear reactors in 30 years, reporting on what’s next before PSEG CEO Ralph Larossa talks his company’s plants and what’s going to power growth for the utility giant. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 15, 202443 min

Closing Bell: The Rebound Gains Steam 8/15/24

The stock market’s remarkable run extends with retail sales data fueling hopes around a healthy consumer. Trivariate’s Adam Parker, Virtus’ Joe Terranova, and BNY Wealth’s Alicia Levine navigate what lies ahead for the Fed and investors. And, Bernstein Research’s Stacy Rasgon breaks down what’s fueling the move in chip stocks including market darling Nvidia. Plus, activist investors setting their sights on Apple and Nike among other widely held names. 13D Monitor’s Ken Squire brings us highlights from this week’s filings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 15, 202443 min

Manifest Space: Warfighting in the First Commercial Space War with General John “Jay” Raymond 8/15/24

The U.S. Space Force was stood up in 2019 as the first new military service in over seventy years. Now, nearly five years since its establishment, the orbital battleground has shifted—towards what General Raymond calls the first commercial space war. Since retiring from active duty in 2022, General Raymond now serves as a senior managing director at Cerberus, and sits on the board of several space startups including Axiom Space and Impulse Space. He joins Morgan Brennan to discuss the risk of nuclear war in space, public-private partnerships and the state of the U.S. Space Force. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 15, 202422 min

Closing Bell Overtime: Anduril Co-Founder On Raising A New Round; Claudia Sahm On If Sahm Rule Is Being Overused 8/14/24

Anduril co-founder Trae Stephens talks the company’s new factory and its latest funding round. Former Fed economist Claudia Sahm on if her rule, the Sahm rule, is being overused by investors right now. Plus, The Hartford CEO Christopher Swift on the continued rise in insurance costs and our Phil LeBeua gives the latest on the Southwest activist battle with Elliott Management. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 14, 202443 min

Closing Bell: Rate Cut Ripple Effects 8/14/24

Stocks cautiously creeping higher with easing inflation back on the table. Goldman Sachs’ Jan Hatzius and Wharton Professor Jeremy Siegel break down their expectations for the Fed’s upcoming meetings. Plus, Solus’ Dan Greenhaus and Hightower’s Stephanie Link share their strategies as the rally gains ground. And, a difficult day for shares of Alphabet. Deirdre Bosa digs into the move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 14, 202443 min

Closing Bell Overtime: Starbucks Has Best Day Ever After Announcing New CEO; Dan Niles On How To Play AI 8/13/24

Stocks rallied into the close and ended near session highs after a key inflation read came in lighter than estimates. The big corporate story of the day was Starbucks: hiring Brian Niccol away from Chipotle to be the new CEO. Starbucks recorded its best day ever; Barclays analyst Jeffrey Bernstein breaks down what is next for both companies. Tech investor Dan Niles on how to play the current volatility and navigating AI. Evercore ISI Vice Chairman Krishna Guha on the Fed and inflation. Plus, top-rated retail analyst Christopher Horver of JPMorgan on what to expect from Walmart and other retailers this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 13, 202443 min

Closing Bell: Finding Opportunity 8/13/24

The market rebound takes hold after a softer-than-expected PPI print. BlackRock’s Rick Rieder joins exclusively to discuss where he’s seeking gains. Plus, Allianz’s Mohamed El-Erian sets investors up for a critical CPI report. And, Starbucks shares notching their best day on record after a CEO shake-up. Kate Rogers breaks down the move… and we dig into an activist shareholder’s influence. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 13, 202443 min

Closing Bell Overtime: Qualcomm Sinks On Downgrade; Top Opportunities In Alternatives 8/12/24

Stocks slid into the final hour today ahead of a major week of data and consumer earnings reports. We get you set for the week ahead with Carson Group’s Ryan Detrick, Silvant Capital CIO Michael Sansoterra and RockCreek’s Afsaneh Beschloss break down the market action. Plus, Wolfe analyst Chris Caso on his QCOM downgrade that sent the stock lower and Deutsche Bank analyst James Shin on why Eli Lilly is his unicorn. Neuberger Berman’s Anthony Tutrone on top opportunities in alternatives and where private equity is getting active. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 12, 202443 min

Closing Bell: The Outlook for Stocks 8/12/24

Investors anticipating a critical few days for stocks after a wild week on Wall Street. NewEdge’s Cameron Dawson, Wealth Enhancement’s Ayako Yoshioka and Greg Branch of Branch Global Capital Advisors debate their market forecasts. Plus, Stempoint Capital’s Michelle Ross maps out her playbook for the pharma and biotech space. And, Jetblue’s stock faced its worst day ever today. Phil Lebeau explains what is behind that drop. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 12, 202442 min

Closing Bell Overtime: Stocks End Wild Week; elf Beauty CEO On Consumer 8/9/24

Stocks stage another comeback attempt to claw back Monday’s gains. HSBC’s Jose Rasco and Charles Schwab’s Kevin Gordon break down where things in the market. BofA’s Robert Ohmes previews next week’s retail reports after executives warned about a slowing consumer. Mark Mobius on international opportunities and global volatility. ELF Beauty CEO Tarang Amin on the latest quarter, growing market share and the strength of the consumer. Axon CEO Rick Smith on growing demand for drones in law enforcement. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 9, 202442 min

Closing Bell: Can You Trust the Rebound? 8/9/24

What might the market’s next move might be… and can this rebound be trusted? Fundstrat’s Tom Lee, Requisite Capital’s Bryn Talkington and BMO Wealth Management’s Yung-Yu Ma give their forecasts. Plus, Wells Fargo Securities’ Chris Harvey says buy stocks, not the market. He explains why. And, critical CPI data is looming over the market after a volatile week. We discuss what to watch and what is at stake. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 9, 202443 min

Manifest Space: CesiumAstro’s $65 Million Series B Funding 8/8/24

CesiumAstro has cornered the market on an uncommon, but soon-to-be crucial part of the telecommunications market: phased array communications. The startup recently closed a Series B+ funding round with investors spanning across the Development Bank of Japan, L3Harris Technologies and Airbus Ventures. Founder & CEO Shey Sabripour joins Morgan Brennan to discus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 8, 202422 min