Closing Bell

S&P 500 posted its best day of the year as markets claw back from Monday’s drop. Another earnings parade with Dropbox, Expedia, Gilead, Paramount, Take-Two, Capri, Unity and e.l.f. LightShed’s Brandon Ross breaks down the outlook for video games. Skylar Capital’s Bill Perkins on the energy trade, volatility and how traders are reacting to geopolitical strife. Plus, Waystar CEO Matthew Hawkins on the latest quarter and AI in health care. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is it time to buy the dip or prepare for more intense volatility? Sofi’s Liz Young, JP Morgan Asset Management’s Gabriela Santos and Lauren Goodwin from New York Life Investments break down what they are forecasting. Plus, Plexo Capital’s Lo Toney reveals how he is navigating the tech trade right now. And, we tell you what to watch from Expedia and Take Two numbers in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks couldn’t hold their early gains and averages closed at session lows. Lumen stock has surged over 500% in a month; CEO Kate Johnson on AI demand and its recent deals. Masimo CEO on the stock’s best day in 10 years. Earnings from Warner Bros Discovery, Robinhood, Dutch Bros, Bumble, Zillow, AppLovin and more. Mizuho’s Dan Dolev breaks down Robinhood’s numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What’s next for stocks as markets make their way through a turbulent week? iCapital’s Anastasia Amoroso, Merrill and Bank of America Private Bank’s Chris Hyzy and Ryan Detrick of Carson Group break down what they’re expecting next for the market. Plus, JP Morgan CEO Jamie Dimon shedding some light on his future at the company. Top banking analyst Mike Mayo gives his first reaction – and tells us what it could mean for the stock in the long term. And, Robinhood and Warner Bros. Discovery both set to report after the bell. We discuss what is at stake for both of those stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks rebounded slightly from Monday’s slide. Earnings from Amgen, AirBnb, Wynn, Super Micro, Instacart and Lumen. Robins CEO RJ Scaringe talks the latest quarter, production plans and more. Plus, Reddit CEO Steve Huffman in an exclusive interview on the company’s data licensing plans and growing revenue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should investors brace for more volatility … or is the worst over? Trivariate’s Adam Parker, NB Private Wealth’s Shannon Saccocia and Invesco’s Brian Levitt break down their forecasts. Plus, venture capitalist Rashaun Williams weighs in on tech valuations following yesterday’s big sell off. And, we tell you what is at stake when Airbnb, Instacart and Reddit report in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Everything you need to know about why stocks tumbled today from Japan to the US, including from former Fed Vice Chairman Roger Ferguson, Morgan Stanley Wealth Management CIO Lisa Shalett and Apollo Global Chief Economist Torsten Slok. Plus, the DoJ’s victory over Google and Lucid CEO Peter Rawlinson on the latest quarter. 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 selling in tech spread to the rest of the market today as all three major averages slid. Tech was hit hard as Amazon fell almost 10%; Goldman’s Eric Sheridan breaks down what’s going on under the hood. Jon sits down with intel CEO Pat Gelsinger as the stock falls over 25% for its worst day in over 50 years after saying it will suspend its diviend. Unlimited Funds CEO Bob Elliott, Neuberger Berman’s Erick Knutzen and Mariner Wealth’s Jeff Krumpelman on what to do with your money. Plus, Wells Fargo analyst Mike Mayo on a rare downgrade for Morgan Stanley and the broad selling in bank stocks today. 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.

Amazon shares fell over 5% in Overtime after missing estimates on revenue and issuing disappointing guidance while Apple bounced between positive and negative on a mixed quarter. We have you covered from every angle on what you need to know from both earnings reports. Intel fell over 15% after a weak quarter. DoorDash CFO Ravi Inukonda talks the latest quarter as the stock rose sharply. Other earnings include Booking Holdings, Block, Roku, Coinbase and Snap. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages sank in today’s session on the back of some weak data. Virtus’ Joe Terranova and CIC Wealth’s Malcolm Ethridge break down how they are navigating the big drop. Plus, Apple and Amazon are among some of the critical companies reporting earnings after the bell. Our expert panel tells us what to expect. And, legendary oil trader Mark Fisher reveals where he is seeing opportunity in the energy sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ursa Major is having a change of the guard. Founder Joe Laurienti is passing the CEO title onto former Maxar CEO Dan Jablonsky. With the change to take effect next week, Morgan Brennan sits down with Laurienti and Jablonsky to layout the transition, the propulsion startup's gameplan going forward, and what it all means for growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A double-dose of major market-moving events: Meta earnings and the FOMC’s rate decision. Fed Chair Jerome Powell kept interest rates unchanged but said investors could expect a cut in September if current economic data continues. Meantime, investors cheered Meta’s latest quarterly numbers; top-rated analyst Mark Mahaney of Evercore and CFRA’s Angelo Zino break down the report. Plus, Qualcomm CEO on what powered the chipmaker’s strong quarter. Plus, other earnings from Arm, Lam Research, eBay, Etsy and MGM. 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.

Microsoft kicks off Big Tech earnings with a cloud growth number that disappointed earnings and the stock moved lower in Overtime. We have you covered with instant analyst reaction. Other earnings include EA, Mondelez, Starbucks, AMD, Skyworks, Arista Networks, Live Nation. JetBlue CEO Joanna Geraghty on the company’s strong quarter and what’s ahead for the airline. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft is the big name that every investor will be watching after the bell. Trivariate’s Adam Parker and Alger’s Ankur Crawford reveal what is at stake for that name and the rest of the tech space. Plus, star chip analyst Stacy Rasgon tells us what he is expecting from AMD’s report in Overtime. And, a major move in Merck stock today. CNBC’s Angelica Peebles tells us what’s behind that big drop. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Four of the Magnificent 7 report this week and we have you covered with what to watch when the earnings come out. T. Rowe Price’s Dom Rizzo, who manages the Global Technology Fund, on what he’s expecting and which tech stocks he likes the most heading into the pivotal week. F5 Networks CEO on strong earnings, deal pipeline. Rockefeller International Chairman Ruchir Sharma on how the 2024 presidential candidates are positioned for deregulation. Plus, Renaissance Macro’s Jeff DeGraaf on what levels to watch in bitcoin and Altana CEO Evan Smith talks hitting unicorn status. 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 really in trouble… or will this week’s critical earnings reports reverse the selling? Light Street Capital’s Glen Kacher breaks down what he is forecasting for the sector. Plus, Morgan Stanley’s Chris Toomey tells us how he is advising his high net worth clients right now. And, we drill down on the big moves in Tesla and McDonald’s stocks today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A strong Friday couldn’t erase weekly losses for the S&P 500 and Nasdaq. Branch Global Capital’s Greg Branch and Citi’s Drew Pettit break down the market action. Goldman Sachs Chief US Economist David Mericle previews next week’s Fed decision and the current state of inflation. Madrona’s Matt McIlwain on next week’s big tech earnings and why he’s raising a red flag on Apple. Morgan sits down with Norfolk Southern CEO Alan Shaw in an exclusive interview. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Has the two week pullback and rotation away from tech reset valuations and expectations enough to refresh the rally? Or will the waters stay too choppy for comfort into the heart of earnings season and next week’s Fed meeting? Vantage Rock’s Avery Sheffield, 3Fourteen’s Warren Pies and HSBC’s Max Kettner reveal their predictions. Plus, Bill Miller IV tells us where he is finding opportunity in the crypto space right now. And, it was an ugly week for the tech trade. Steve Kovach tells us what to watch in the big week ahead – as we await numbers from Amazon, Apple and Meta. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings from Norfolk Southern, Boston Beer, Deckers, Dexcom and more. Melius’s Ben Reitzes breaks down OpenAI’s SearchGPT news and what it means for Google, plus how he is thinking about the software sector right now and what could be the next catalyst for AI stocks. Morgan Stanley Global Chief Economist on the macro environment and next week’s Fed decision. Anu Duggal is the founding partner of Female Founders Fund; she walks us through what she is telling founders in the current market and why only 2% of VC dollars went to women founders in 2023. Plus, Jefferies analyst Sheila Kahyaoglu on the move higher in defense stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The rocket industry is racing towards full reusability. It’s not just SpaceX’s Starship exploring the space. Stoke Space, founded by Blue Origin alumni, is developing Nova, a fully reusable medium-lift rocket. The startup also hopes to fly Nova as soon as late 2025. CEO Andy Lapsa joins Morgan Brennan to discuss the economics of fully and rapidly reusable rockets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is today’s bounce the real deal or just fleeting relief in a still-stressed tape? Liz Young Thomas from Sofi, Virtus’ Joe Terranova and Jack Manley from JP Morgan Asset Management weigh in on today’s market action. Plus, Google’s stock slipped on a big search announcement from OpenAI. A Google shareholder tells us how he thinks this could impact the stock. And, we drill down on all of the biggest earnings movers from today – and the names to watch tonight in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A very busy day of earnings with Ford, IBM, Chipotle, ServiceNow and KLA reporting. Jon speaks with both ServiceNow CEO Bill McDermott and IBM CEO Arvind Krishna about the latest quarter. Plus, Chipotle CEO Brian Niccol on the consumer and OneStream CEO Tom Shea talks the company’s IPO, growth strategy and AI offerings after its first day of trading sent the stock 34% higher. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charles Schwab’s Liz Ann Sonders, Hightower’s Stephanie Link and New York Life Investments’ Lauren Goodwin reveal how they view today’s big market move … and what they’re forecasting for the months ahead. Plus Yung-Yu Ma from BMO Wealth Management breaks down how he is viewing the tech trade amid today’s big slide in the mega caps. And, AT&T was a bright spot in a down tape today. Julia Boorstin explains what sent that name higher. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla and Alphabet reported earnings and the stocks moved in opposite directions. We have you covered from every angle for these critical stocks, from instant analyst reaction to a Tesla former board member. Plus, reports from Texas Instruments, Visa, Mattel, Seagate and Capital One. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will this earnings season serve as a support or a stumbling block to a fully valued market? Solus’ Dan Greenhaus, Merrill and Bank of America Private Bank Marci McGregor and Crossmark’s Victoria Fernandez break down what they’re expecting. Shareholder Ayako Yoshioka and Big Technology’s Alex Kantrowitz explain what is at stake for Alphabet’s report and for the broader tech space. And, top analyst Dan Ives tells us what he is watching from Tesla’s numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks staged a turnaround to start the week, helping lead the market higher. Vital Knowledge’s Adam Crisafulli and Richard Bernstein Advisors’ Dan Suzuki break down the market action and what’s ahead. Earnings from NXP Semi, Cadence Design, Cleveland-Cliffs, Zions and Nucor. Stifel’s Tore Svanberg on what NXP numbers mean for the rest of the industry. Mark Mobius on his top plays in emerging markets. Bessemer’s Byron Deeter on Silicon Valley and Kamala Harris, plus what’s next for AI and cloud companies. Bitwise Asset Management founder & CEO Hunter Horsley on his spot ether ETF on the eve of its first trading day. 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.

The Space Foundation, a nonprofit organization covering the global space industry, is out with its annual Space Report. Forecasting that the worldwide space economy is worth $570 billion, the group forecasts it’ll be worth $1 trillion. CEO Heather Pringle joins Morgan Brennan to discuss what’s propelling the growth, the challenges, and digs into the numbers in the report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix shares fell immediately following its Q2 earnings report but slowly pared the losses over the next hour. Former NBC Entertainment Co-Chair Ben Silverman breaks down what the latest numbers mean and the broader state of the entertainment industry while DoubleVerify CEO Mark Zagorski, a ad partner of Netflix, breaks down the ad tier. Plus, Evercore’s Julian Emanuel on managing a red vs blue portfolio as the election draws closer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks losing steam with losses accelerating into the close. Is this a midsummer squall to wash away excesses to refresh the bull market, or a more threatening change in the market weather? Joe Terranova of Virtus Investment Partners, a CNBC Contributor, as well as BMO Strategist Brian Belski and Alicia Levine, BNY Wealth Head of Investment Strategy all join to break down the final moments of the trading day. Plus, Netflix falling as that company prepares to deliver results after-the-bell, on the heels of raised street expectations and numerous price target hikes. We discuss what to watch for when those numbers cross the tape. And, Nuveen’s Saira Malik joins to discuss the big rotation of the year and where we go from here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors sold off foreign chip stocks on multiple potential headwinds, including Nvidia down over 6%. Bernstein’s Stacy Rasgon breaks down what you need to know. Plus, earnings from United, Alcoa, Discover, SL Green and more. BD8 Capital’s Barbara Doran and Vital Knowledge’s Adam Crisfulli on the key takeaways. Analyst reaction to United and Discover’s earnings and Zelman & Associates’ Alan Ratner on the homebuilders trade. 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 posts its best day in a year after a pop from UnitedHealth. G Squared’s Victoria Greene and Hennion & Walsh’s Kevin Mahn break down the market action. Earnings from JB Hunt and Interactive Brokers. Interactive Brokers CEO Thomas Peterffy breaks on the latest results, retail trading trends, and if he sees a Trump trade emerging yet. Former Toys R Us CEO Gerald Storch on the disappointing numbers from high-end retail so far, plus the breaking news Five Below is replacing its CEO. Our Kate Roger's has an exclusive first look at San Francisco mayoral candidate Mark Farrellâ’s plans to revitalize San Francisco’s downtown financial district. 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.

Fundstrat’s Tom Lee breaks down the move higher in stocks and crypto today. Our Steve Kovach on why Apple climbed 2% today. US Chamber of Commerce CEO Suzanne Clark joins to talk about the group’s 3% growth goal and its call for candidates to embrace growth. As Google considers its larger-ever deal for cyber company Wiz, fellow cybersecurity vendor Arctic Wolf CEO Nick Schneider talks consolidation in the sector and what it means for tech giants to enter the space. Plus, former Truist CEO Kelly King on the bank earnings so far and the recent run higher in regionals. 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.

Stocks bounced back in a big way to end the week, with the Dow and S&P 500 setting intraday record highs. Envestnet’s Dana D’Auria and CFRA’s Sam Stovall break down the market action. Our Leslie Picker on the bank earnings so far. Goldman Sachs’ portfolio manager Greg Tuorto on top picks in small caps. Needham’s Laura Martin on what to expect when Netflix reports next week. Plus, Melius’ Ben Reitzes and Roth’s Rohit Kulkarni break down what is moving beneath the surface in tech stocks. 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.

Relativity Space is a CNBC Disruptor 50 company, backed by BlackRock, Baillie Gifford and Fidelity. After launching its Terran-1 rocket, it’s now turned to its medium to heavy-life rocket, on pace to fly for the first time next year. CEO Tim Ellis joins Morgan Brennan to discuss the new rocket, the intersection of generative AI & 3D printing and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A strange market day saw the Russell 2000 gain more than 3% while the S&P 500 fell for only the second time in 45 years. Large-cap tech dragged down the broad index despite more winners than losers underneath the surface. Wells Fargo’s Scott Wren breaks down the market action. Guggenheim analyst Ronald Jewiskow on Tesla’s 8% move lower after a report saying it is delaying its Robotaxi event. Claudia Sahm, who created the Sahm rule, on if a recession is really looming. Jan Van Eck, VanEck Associates CEO, on the big moves in small-caps and crypto. Plus, Scott Cohn on CNBC Top States for 2024. 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.

S&P 500 closes above 5600 for the first time ever as that index and the Nasdaq set fresh record closes and Apple notched its 7th straight record close. BD8 Capital’s Barbara Doran and Bespoke’s Paul Hickey break down the market action. Carlyle Group’s Jeff Currie on the setup for the energy trade heading into the second half. Breeze Airways founder and CEO David Neeleman on TSA record numbers, the busy summer travel season and new routes and destinations of his new airline. 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 be watching ahead of tomorrow’s data and start of earnings season? Dan Greenhaus from Solus, Stephanie Link of Hightower and Jason Snipe from Odyssey Capital give their takes. Plus, Goldman Sachs Asset Management’s Sung Cho reveals the under-the-radar tech plays he is betting on right now. And, Max Kettner from HSBC tells us how he is navigating stocks in the second half. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors closely watching Fed Chair Jay Powell’s first day of testimony on Capital Hill. Rockefeller International’s Ruchir Sharma breaks down the major takeaways for investors while Goldman’s Lindsay Rosner talks the impact in the fixed-income market. Vistra is the third-best performing stock in the S&P 500 so far this year; CEO Jim Burke talks the AI demand story and what else is driving the company’s growth. Plus, our Phil LeBeau on the wild swings in used car prices and Julia Boorstin is in in Sun Valley tracking moves in the media sector. 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 navigate all that lies ahead? Sofi’s Liz Young Thomas tells us what she is expecting from upcoming data and earnings… and what it could mean for your money. Plus, Former Deputy Treasury Secretary Roger Altman tells us what he thinks the road ahead for the Fed might be and how the upcoming election could impact stocks. And, JP Morgan Asset Management’s Gabriela Santos reveals the themes she is watching in the second half, and the names she is betting on right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.