Closing Bell

Stocks mostly lower to start trading in Q2. Goldman Sachs Senior Strategist Ben Snider and Envestnet co-CIO Dana D’Auria break down the market action while Interactive Brokers Chief Strategist Steve Sosnick gives his April playbook for investors. Microsoft-backed Rubrik files for an IPO. CFRA analyst Zach Warring on PVH’s weak revenue warning that sent the stock sliding. The latest winning strategy for industrials? Spin offs. Our Seema Mody on what’s behind the latest trend while Jefferies analyst Sheila Kahyaoglu on how to play the stocks. Plus, UPS wins a major contract away from FedEx and our Phil LeBeau previews Tesla delivery numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As April kicks off - will a historically good month play out that way for investors? Trivariate’s Adam Parker and NB Private Wealth weigh in. Plus, top wealth advisor Cheryl Young is breaking out her playbook and explaining where she is finding opportunity outside of big tech. And, Jeff DeGraaf tells us where he thinks the momentum trade is heading from here – and the one sector he thinks is breaking out. 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 closed up 10% this quarter, its best start to the year since 2019. We bring you your second-quarter playbook, including stealth AI opportunities with Citi’s Drew Pettit. Plus, a former FTX investor on what he makes of Sam Bankman-Fried’s sentencing today and what it means for crypto. Celsius CEO John Fieldly on the company’s incredible stock run and its latest plans for international expansion.Investment Committee Disclosures 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.

Fortuna Investments, which rose to fame with early bets on lithium, is now setting its sights on another frontier market. Founder & partner Justus Parmar joins Morgan Brennan to discuss the opportunities in the space space, why now is the time to invest, and his bullish case for Jeff Bezo’s Blue Origin. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P 500 powered to a record close. We have the names for you that still have room to run higher. BD8 Capital’s Barbara Doran and G Squared Private Wealth’s Victoria Greene break down the market action while Gabelli Funds CIO of Growth Howard Ward talks growth opportunities outside of big tech stocks. Loop Capital analyst Anthony Chukumba reacts to earnings from RH as a read on the high-end consumer. Mercer US CIO Olaolu Aganga on her favorite spots in emerging markets and how to invest in China. Plus, our Kristina Partsinevelos is in Austin, TX to check on the progress hyperscalers are making on their home-grown AI chips. 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 stocks at large, for tech as a sector and the broadening of the market? Solus’ Dan Greenhaus, Chris Harvey from Wells Fargo and Crossmark’s Global Investments break down their strategies. Plus, star Apple analyst Erik Woodring weighs in on whether or not the company’s big event coming up could shift investor sentiment. And, Tesla shares driving higher today. We tell you what’s behind that pop and what Altimeter’s Brad Gerstner had to say about the EV maker. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks tumbled in the final hour of trading today, sending the major averages negative. Wharton Professor Jeremy Siegel breaks down the market action and where things go from here. Jon sits down with Adobe CEO Shantanu Narayen to talk its newest products and how AI is changing how big a market the company can serve. ULL CEO Christian Ulbrich on the company’s global real estate portfolio and the state of commercial real estate. Plus, Morgan talks with UPS CEO Carol Tomé about the global macro picture, inflation and how it plans to win back market share. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How much steam is left in the record-setting rally? Sofi’s Liz Young and Payne Capital’s Courtney Garcia map out their forecasts. Plus, JP Morgan’s Jason Hunter says the rally broadening is “suspicious” and that now is the time to sell the break down in crowded momentum groups. And, Gamestop reporting after the bell. We tell you what’s at stake for that stock and what to watch in the report. 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.

Where should investors be looking with earnings looming, interest rates sticky and the Fed urging patience. Adam Parker from Trivariate Research and Meera Pandit of JP Morgan Asset Management give their forecasts. Plus, Reddit shares popped in today’s session following its big market debut last week. Lo Toney from Plexo Capital – which holds Reddit – breaks down what this move means for the broader IPO market. And, Seema Shah from Principal Global Investors is betting on a second half surge. She explains why. 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.

With investors squarely focused on the blessings of a soft economic landing, a benign Fed and an exuberant AI buildout – are any hazards being ignored? Bryn Talkington of Requisite Capital management gives her take. Plus, Former Dallas Fed President Robert Kaplan maps out what he thinks the Fed’s strategy should be in the months ahead. And, some major retailers took a big hit today. We explain why – and where there could be some bright spots in that sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trimble, a leader in geospatial technology and player in the Internet of Things (IOT), is reaping the benefits of its initial bet on GPS 46 years ago. Trading at multi-year highs, the company is building on the momentum that stems from building hardware & software for construction, agriculture, transportation, and more. CEO Rob Painter joins Morgan Brennan to discuss Trimble’s portfolio and the role of space in software applications. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages powered higher to another record close as investors digested the latest Fed tealeaves. Earnings from FedEx, Lululemon and Nike. Vital Knowledge’s Adam Crisfulli breaks down the market action while BMO’s Simeon Siegel dives in Nike’s quarter and Evercore’s Jonathan Chappell talks FedEx. CFPB Director Rohit Chopra on advancing new proposals to regulate the biggest banks. Plus, former FTC Commissioner Mozelle Thompson on the DoJ’s Apple lawsuit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is this long-rumored antitrust threat to Apple the real thing? How might it change the equation more broadly for tech’s market leadership? CNBC Tech Correspondent Steve Kovach and Apple shareholder Joe Terranova break down the details and what this could mean for the stock in the long term. Plus, while everyone is talking about Apple – Evercore’s Mark Mahaney says there’s another big tech name that could be caught in the DOJ crosshairs. And, top retail portfolio manager Kevin McCarthy tells us what he is looking for from Nike’s report in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed held rates steady but markets hit record highs after Chair Powell signaled a steady outlook. Jefferies Chief Market Strategist David Zervos and former Boston Fed President Eric Rosengren on the key takeaways from Powell and the Fed. Earnings from Micron, Chewy, Five Below and KB Home. CFRA’s Angelo Zino breaks down Micron’s numbers while Zelman & Associates’ Alan Ratner talks KB Home. Plus, Jon sits down with Intel CEO Pat Gelsinger on the CHIPS Act grants and the geopolitical importance of tech supply chains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Closing Bell all-star panel – Josh Brown, Liz Young and Steve Liesman – give their instant reaction to Chair Powell’s News Conference. They break down what is next for the Fed and what it could mean for your money. Plus, we set you up for the big earnings in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors turning their attention from Nvidia to the Fed as its next policy rate decision comes Wednesday. Citi’s Scott Chronert and Evercore’s Krishna Guha break down what to expect. Wedbush analyst Matt Bryson and T. Rowe Price tech portfolio manager Tony Wang react to Nvidia’s new products. Plus, Hamilton Lane Co-CEO Erik Hirsh on investing in private markets ahead of IPOs from Reddit and Astera Labs. And our Emily Wilkins reports on how the Senate result in Ohio could impact crypto prices. 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.

After a four month rally based on a Goldilocks economy, AI excitement and the prospect of an easier Fed – is the playbook changing as the first quarter winds down? Adam Parker from Trivariate Research and Jordan Jackson of JP Morgan Asset Management break down their forecasts. Plus, RBC’s Lori Calvasina explains why she is bullish on the energy space. And, Goldman Sachs’ Elizabeth Burton tells us her approach to diversifying your portfolio and the two “I’s” she is excited about right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Averages ended the week lower as the Nasdaq turned negative for March. Macquarie’s Thierry Wizman and Bank of America’s Ohsung Kwon break down the week that was and the next catalyst for the market. Keith Rabois talks his support for banning TikTok and where AI goes from here. Evercore founder Roger Altman on the capital markets picture for 2024. 776 Ventures Founding Partner, an early Reddit employee, talks the upcoming IPO plus investing in space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is all this churn just an overheated market cooling off or is it the start of what would be the first notable broad pullback in five months? Malcolm Ethridge of CIC Wealth and NB Private Wealth’s Shannon Saccocia map out their market predictions. Plus, Fundstrat’s Tom Lee says there is a strong case for buying the dip. He explains why. And, Amazon is making a big push into the social shopping space. We break down the details and explain how a potential TikTok ban could impact that initiative. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In another milestone for SpaceX, Elon Musk’s space venture blasted off this morning and traveled to space. The most powerful rocket ever reached orbital velocity and carried out a number of ambitious tests. Space Capital Managing Partner and early SpaceX investor Chad Anderson joins Morgan Brennan to discuss the mission and future moves for the company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Averages closed lower today after more hotter-than-expected inflation data. Ariel’s Charlie Bobrinskoy on small-caps and G Squared’s Victoria Greene on broader markets. Earnings from Ulta Beauty, Pagerduty and Adobe. Adobe CEO Shantanu Narayen talks the latest quarter, AI adoption and OpenAI’s Sora tool. Lux Capital co-founder Josh Wolfe on the many moving parts around a possible TikTok ban and what could be next. Plus, our Leslie Picker on why some rundown New York City apartments are turning into another headache for regional banks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This return of volatility has investors wondering if they need to prepare for a pickup, especially with another Fed meeting looming next week. Joe Terranova of Virtus, CNBC’s Steve Liesman and BNY Mellon’s Alicia Levine break down what they think investors need to be watching. Plus, top tech investor Glen Kacher gives us his top 5 names in the AI space and why he says they’re worth watching. And, Chris Hyzy from Merrill and Bank of America Private Bank explains why he is bullish on small caps. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Interlune is emerging from stealth, closing an $18 million seed funding round, led by Reddit co-founder Alex Ohanian’s firm 776. Founded by two former Blue Origin executives, the startup aims to harvest natural resources from space and sell to commercial and government customers. CEO Rob Meyerson joins Morgan Brennan to lay out the company’s strategy and building out the in-space industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

VanEck temporarily cut its bitcoin ETF fee to 0% on Monday and inflows have surged more than $200M. CEO Jan van Eck talks long-term strategy and competing with the larger players. BD8 Capital’s Barbara Doran and Cantor Fitzgerald’s Eric Johnston debate if the market is in a bubble. Evercore’s Mark Mahaney shares fresh Netflix data, plus what a TikTok ban would mean for US entertainment stocks. Raymond James Global Head of Private Capital Sunaina Haldea on what her clients are doing and what Reddit’s upcoming IPO means for the broader markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What stocks are going to lead the next leg of the bull market? Josh Brown from Ritholtz Wealth Management, Solus’ Dan Greenhaus and Ayako Yoshioka from Wealth Enhancement Group give their predictions. Plus, PIMCO’s Erin Browne tells us how she is navigating inflation and where she is seeing big opportunity in stocks right now. And, Ed Yardeni breaks down how he is playing this rally – and the one thing that he thinks could be a big risk to the market in the months ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big tech and chip stocks bounced back today, bringing the Nasdaq just short of a record close. But the S&P 500 managed a new record. Vital Knowledge’s Adam Crisfulli talks the market action while T. Rowe Price tech portfolio manager Dom Rizzo on the path forward for big tech and chips. Cowen analyst Helane Becker on how to trade the airlines while Boeing problems compound. Morgan Stanley’s Lisa Shallet on hedging AI exuberance. Plus, Ken Griffen on Trump and previewing retail earnings. 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.

Jon sits down for an exclusive interview with AMD CEO Lisa Su, talking adoption of AI PCs, growth expectations for AI and more. Y Combinator Garry Tan talks exclusively about Reddit’s upcoming IPO, funding for private companies 1 year after SVB’s collapse and whether he has had talks with OpenAI about a board seat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should investor brace for a momentum meltdown ahead? Liz Young from Sofi, Emily Roland from John Hancock and CNBC’s Mike Santoli give their forecasts. Plus, tech insider Lo Toney of Plexo Capital weighs in on the upcoming Reddit IPO, the run in tech stocks and what Nvidia’s slide might mean for the sector going forward. And, top technician Chris Verrone is flagging two big opportunities outside of tech. 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 number of spacecraft has skyrocketed, so has the risk of collision. Morpheus Space, a space mobility startup, is looking to change the model around maneuvering satellites. CEO Daniel Bock joins Morgan Brennan to break down the one-stop satellite services shop—and building a subscription model to do so. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P 500 closes at a record high after hitting an intraday all-time high. The Nasdaq also notching an intraday record. RBC’s Lori Calvasina and Bespoke’s Paul Hickey break down the market action, plus earnings from Broadcom, Marvell, Costco, Gap, Docusign, MongoDB and Samsara. Bernstein analyst Stacy Rasgon dives deep into the Broadcom numbers and its AI exposure. CFRA’s Arun Sundaram on Costco’s quarterly results. Neiman Marcus CEO talks the luxury consumer and bringing tech to high-end shopping. 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.

Terran Orbital, a small satellite maker which went public in a SPAC deal in early 2022, received an unsolicited takeover offer from supplier and investor Lockheed Martin last Friday. The defense prime already owns 28% of the company and now wants to buy the company in a deal valued just under $600 million—significantly below the market valuation when the company first went public at $1.8 billion. Terran Orbital quickly adopted a poison pill – or shareholder rights plan- as the company hopes to solicit other offers and strategize accordingly. CEO Marc Bell joins Morgan Brennan to discuss the company’s future as consolidation continues in a shifting satellite market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks bounced back today with the major averages closing higher. BD8 Capital’s Barbara Doran and Citi Research’s Dirk Willer break down the market action. Palantir had its best day in a month after a key US Army contract win; CTO Shyam Sankar what it means for the company and what’s next. Cloudflare CEO Matthew Prince on this week’s major social media outages and its latest deal news. Former Fed Governor Randall Kroszner on Fed Chair Jay Powell’s testimony today and the latest Beige Book data. Hashicorp CEO Dave McJannet talks the latest strong quarter and its buyback plan. 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.

A sell off in tech sinking stocks today. Vital Knowledge’s Adam Crisfulli and EMJ Capital’s Eric Jackson break down what the moves mean, plus earnings from Crowdstrike, Box, Nordstrom and Ross Stores. CFRA analyst Zachary Warring digs deeper in retail and Needham analyst Alex Henderson reacts to Crowdstrike’s strong report. Plus, Accenture CEO Julia Sweet on the AI skills gap, Fifth Third CEO Tim Spence on regional bank volatility and AeroVironment CEO Wahid Nawabi on the future of autonomous warfare. 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 fell into the close, ending at session lows. Janus Henderson’s Marc Pinto and UBS’ Jason Draho break down the market action ahead. After attending a White House roundtable on health care costs, Mark Cuban joins to talk his company Cost-Plus Drugs, regulating AI, if tech stocks are in a bubble and more. Wedbush analyst Matt Bryson breaks down SuperMicro’s move higher and what could be next for investors. Cyberark CEO Matt Cohen on the move in cyber stocks. JPMorgan analyst Chris Hovers previews the week ahead in retail earnings. 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 Nasdaq and S&P 500 set new intraday highs and closed at record levels to kick off March trading. Apollo’s Torsten Slok gives his case for why the Fed won’t cut rates this year. Zscaler CEO Jay Chaudhry joins to discuss the latest quarter – and the stock drop that came with it. Boeing is in talks to acquire Spirit Aerosystems; Gabelli portfolio manager Tony Bancroft breaks down what to do with both stocks. Wedbush’s David Chiaverini on turmoil at NYCB and what it means for other regional banks. Plus, Elon Musk sues OpenAI, Elastic tumbles on earnings and what’s going on with Intuitive Machines and its spacecraft that tipped over on the Moon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lunar services company Intuitive Machines made history as the first company to successfully land a private spacecraft on the moon. After a wild ride involving a nailbiter of a slightly titled, but soft landing—the spacecraft Odysseus went to sleep as lunar night sets in and is bound to freeze key components. Co-founder & CEO Steve Altemus joins Morgan Brennan to discuss the technical challenges, the sponsorship opportunities which have arisen post-landing, and whether or not Odie can reawaken and “phone home.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How hot is too hot for a market on the verge of a 16th weekly gain in the last 18? New Edge’s Cameron Dawson and Shannon Saccocia of NB Private Wealth give their forecasts as we wrap up a busy week. Plus, new reports surfaced today that Boeing is interested in buying back Spirit Aerosystems. Top aerospace and defense analyst Sheila Kahyaoglu gives her first take and breaks down what could be at stake for those stocks. And, Bill Miller IV tells us how he is playing this week’s big bounce in the crypto space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nasdaq and S&P 500 closing at record highs as the major averages rally for a fourth straight month. Solus' Dan Greenhaus on whether the rally has legs and if Industrials can keep outperforming the broader market. Zscaler shares getting crushed after earnings. Truist's Joel Fishbein says investors should buy the stock on the dip. The CEO of consumer products maker Compass Diversified tells us whether he sees any signs of slowing consumer spending. And Nuveen Real Estate's Head of Investments Carly Tripp on where she sees the biggest opportunities in the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are we really in a sweet spot for stocks? JP Morgan Asset Management’s Gabriela Santos and Virtus’ Joe Terranova give their expert market opinions. Plus, Professor Aswath Damodardan – known as the Dean of Valuation – is breaking down how he is navigating the mega caps right now. And, Lauren Goodwin from New York Life Investments still isn’t sold on the bull market. She explains why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As commercial space makes its mark on the moon, spacecrafts’ power sources are coming under scrutiny. Solar powered spacecraft freeze upon sunset—but the problem may become obsolete in several years as more nuclear-powered alternatives come to market. Zeno Power co-founder & CEO Tyler Bernstein joins CNBC’s Morgan Brennan to discuss repurposing nuclear waste for fuel, the role of nuclear power in space and growing its client base from government agencies to the commercial sphere. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.