Closing Bell

Evercore’s Julian Emanuel breaks down why he is raising his year-end price target for the S&P 500 to 6,000. Nvidia closed above Microsoft in market valuation for the first time; Bespoke’s Paul Hickey and Stifel’s Barry Bannister break down where tech goes from here. Two Boeing analysts break down CEO Dave Calhoun’s hearing before the Senate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is the road ahead for stocks as price targets keep increasing and the bulls get more emboldened? Keith Meister of Corvex Management breaks down his outlook and how he is playing the market right now. Plus, Nvidia surpassed Microsoft’s market cap to become the most valuable U.S. company. Treasury Partners’ Rich Saperstein tells us how he is navigating the AI arms race. And, KB Home reporting results in Overtime today. We tell you what to watch from that report – after Lennar shares sank post-earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pioneering cloud VC Byron Deeter of Bessemer Venture Partners breaks down the recent dramatic moves in software and if he sees an upcoming wave of AI IPOs. Clocktower’s Marko Papic on where he is finding opportunity outside the US while JPMorgan’s David Kelly and US Bank’s Eric Freedman break down equities in the US as the S&P 500 closed at a record. Zelamn & Associates co-founder Ivy Zelman on the state of the housing market and this round of earnings in the sector. Plus, our Julia Boorsitn on today’s testimony of Roger Goodell in the Sunday Ticket antirust lawsuit. 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 another Nasdaq record close, where do stocks go from here? Wells Fargo’s Scott Wren and 3Fourteen Research’s Warren Pies weigh in. Our Phil Lebeau on what’s next for Tesla. RBC’s Helima Croft on oil’s push higher. Former Walmart US CEO Bill Simon talks the consumer health after some weak retail results. Goldman Sachs’ Asad Haider on top takeaways from the bank’s annual health care conference. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ritholtz Wealth Management’s Josh Brown, Solus’ Dan Greenhaus and NB Private Wealth’s Shannon Saccocia weigh in on what could be next for the market. Plus, we discuss the road ahead for the Fed with CNBC Senior Economics Correspondent Steve Liesman. And, Seema Mody drills down on the leg lower in the industrials sector. 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 space economy has skyrocketed, so too has coverage. Payload secured funding in 2021 and has grown into a space media hub, newsletters, podcasts, research and events. As it expands into other areas of coverage such as nuclear energy, co-founder Mo Islam joins Morgan Brennan to discuss the big trends tracking for space, how payload is opening up opportunities beyond the final frontier. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can Wall Street stay patient as long as the Federal Reserve as we await confirmation of a soft economic landing? Our all-star panel of Joe Terranova, Courtney Garcia and Adam Parker break down their market forecasts. Plus, BofA Global Research’s Jill Carey Hall tells us where she is finding opportunity in small caps. And, Morgan Stanley’s Michael Mauboussin looks under the surface at market breadth … and what it might mean for the future of this rally. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P 500 and Nasdaq closed at record highs after Fed Chair Jerome Powell’s press conference and the decision to hold rates steady. Jefferies Chief Market Strategist David Zervos and Invesco’s Kristina Hooper break down the market reaction and where things could go from here. Rubrik stock tumbled 9% despite beating on both lines and providing strong guidance in its first report as a public company; CEO Bipul Sinha on the current cybersecurity landscape, winning market-share and AI. Earnings from Dave & Busters and Broadcom; Bernstein’s Stacy Rasgon breaks down numbers from the chipmaker. Citi Head of Investment Banking for NA John Chirico lays out the environment for M&A and IPOs and the Fed’s impact on both. 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 rare and exclusive interview with Mastercard CEO Michael Miebach on the consumer, spending trends, global economic environment and more. Affirm CEO Max Levchin on new payments plans and a partnership with Apple. Vertiv CEO Giordano Albertazzi, a company that helps keep data centers cool, on the company’s explosive stock jump in the past 12 months, outpacing Nvidia’s gains. 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.

Apple showed off its long-awaited AI integration—dubbed Apple Intelligence—at the WWDC today in Cupertino. We break down all the angles you need to know. Plus, Dr. Scott Gottlieb on Eli Lilly’s Alzheimer’s drug getting FDA recommended and former United Airlines CEO on the road ahead for the Southwest CEO after Elliott Management revealed a stake in the airliner. Janus Henderson portfolio manager Jeremiah Buckley on how the next leg of the bull market could unfold. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today’s Worldwide Developer’s Conference could be one of the most significant moments in the history of Apple. Our all-star panel of Steve Kovach, Alex Kantrowitz, Malcolm Ethridge and Ayako Yoshioka break down all of the biggest headlines. Plus, star analyst Dan Ives tells us how Apple’s newly announced partnership with OpenAi could impact the stock in the long run. And, Lauren Goodwin from New York Life Investments tells us why she thinks the “Fed is on a tightrope” ahead of Wednesday’s decision. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P 500 touched a record high intraday before retreating into the close. Wharton Professor Jeremy Siegel on where he sees things going from here. Plus, Paulsen Perspectives author Jim Paulsen and Innovator ETFs’ Tim Urbanowicz break down the market action and preview what’s next. Samsara CEO Sanjit Biswas joins exclusively to talk the company’s latest earnings and the negative stock reaction – despite beating on both lines and raising guidance. AeroVironment CEO Wahid Nawabi on his company’s stock runup and the latest government contracts for drones. Plus, Citi Chief US Economist Andrew Hollenhorst on pushing back his Fed rate cut prediction. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors still debating the fate of the rally with stocks once again reaching new highs this week. But can the momentum continue? Fundstrat’s Tom Lee and NewEdge Wealth’s Cameron break down what they’re expecting. Plus, their takes on the plunge in Gamestop shares and what they’re watching ahead of Apple’s WWDC. Meantime, Charles Schwab’s Kevin Gordon says now is the time to take profits in the high flyers. He tells us why and where he’s telling clients to put their money to work. And, 3Fourteen’s Warren Pies is changing his stance on the energy space. We drill down on why – and what it could mean for the broader market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia posted a down session after news of antitrust lawsuits against the chip giant being mulled by the government; the stock is splitting 10-1 after close tomorrow. Melius analyst Ben Reitzes breaks down what the flurry of headlines mean for investors. Earnings from Vail Resorts, Docusign and Samsara. Morgan Stanley Global Chief Economist Seth Carpenter on the major moves this week from central banks and what it means for the Fed next week. Plus, Procore CEO Tooey Courtemanche, who heads a construction management software company, on what he is seeing in the labor market and his fellow software sector. 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 SpaceX’s Starship continues its development, some companies are preparing for the radical change it will bring to the space economy. Astrolab, a startup focused on building lunar rovers, was founded by former SpaceX employee Jaret Matthews to meet that need. The company was recently selected by NASA to design lunar terrain vehicles with the hopes of making the rovers Artemis astronauts will use to drive around the moon as soon as 2030. Morgan Brennan sits down with Astrolab CEO Jaret Matthews to discuss the contracts, a Starship economy, and the startup’s plans for its first mission that will launch as soon as 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia hits a trifecta: closing above $3T market cap, closing above Apple’s market cap and closing at a record high. Bespoke’s Paul Hickey, Truist’s Keith Lerner and our Mike Santoli break down what it means for investors and the market. Billionaire Howard Lutnick talks the market rally, the Fed and more. Telsey Advisory Group CEO Dana Telsey on Lululemon earnings and the broader retail sector. Archer Aviation notched an important FAA win; founder Adam Goldstein on what’s next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What could fuel the next leg of this record setting run for stocks? Greg Branch from Branch Global Capital Advisors, Rich Weiss from American Century and Stephanie Link of Hightower debate where they stand. Plus, Dean of Valuation Aswath Damodaran tells us how he sees the AI trade shifting and what it might mean for your portfolio. And, Nvidia hit $3 trillion – briefly surpassing Apple’s market cap. We break down that move and what it means for the rest of the chips. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major averages closed higher after rallying in the final hour. Vital Knowledge’s Adam Crisafulli and HSBC’s Nicole Inui break down the action, including earnings from HPE, Crowdstrike and PVH. Barclays analyst Saket Kalia breaks down the earnings from Crowdstrike and why he is bullish on the stock. SAP CEO Christian Klein on his company’s new AI partnerships. Guggenheim analyst Robert Drbul on PVH earnings and its DTC plans. Our Seema Mody on a bad day for stocks in India. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The fate of stocks this summer is front and center. Is there enough momentum to keep stocks climbing? Trivariate’s Adam Parker and BNY’s Alicia Levine tell us what they are forecasting for the next few months. Plus, CIC Wealth’s Malcolm Ethridge breaks down what he is expecting from Crowdstrike earnings and the software space as a whole. And, Wells Fargo Securities’ Chris Harvey tells us why he is changing his tune on the reflation trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks staged a late-day comeback to close well off session lows to kick off trading in June. Schwab Asset Management CEO Omar Aguilar and Hennion & Walsh’s Kevin Mahn break down client positioning ahead of the summer. Qualcomm CEO Cristiano Amon talks his company’s push into PC chips and why its product can win. Dutch Bros CEO Christine Barone on the consumer and the company’s explosive growth. Plus, T. Rowe Price’s Dominic Rizzo on top picks in the tech sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks started the month with a good amount of red on the board. So what’s next for your money in the month of June? Gabriela Santos from JP Morgan Asset Management and Invesco’s Kristina Hooper break down their forecasts for the weeks ahead. Plus, shares of Nvidia and AMD moved in opposite directions. Big Technology’s Alex Kantrowitz discusses how he views the space right now. And, Goldman Sachs Vice Chairman – and former Dallas Fed President Robert Kaplan – maps out what he thinks the Fed will do at the next few meetings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks surge into the close but major averages ended May lower. RBC’s Lori Calvasina on the path forward for the markets. Flexport CEO Ryan Petersen on shipping costs surging and how transports are impacting inflation. Siemens CEO Roland Busch on automation in manufacturing and how the European giant is positioning its portfolio mix. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

There was no sell in May and go away as the major averages pace for their sixth positive month in seven. But what’s next? NewEdge’s Cameron Dawson, Hightower’s Stephanie Link and Odyssey’s Jason Snipe tell us if they think stocks can climb in June. Plus, Dell tanked after last night’s earnings. But EMJ’s Eric Jackson has been saying he sees the stock as a “stealth play in AI.” He explains where he stands now. And, clean energy had a huge month. Pippa Stevens tells us what names drove that space higher… and if the rally can continue. 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.

Is the narrowing rally a sign of an unhealthy market or one that’s just taking another well-deserved breather? Dan Greenhaus from Solus, Joe Terranova of Virtus and Bryn Talkington from Requisite Capital break down what they’re expecting. Plus, T. Rowe’s Sebastien Page tells us what he is expecting from PCE tomorrow. And, top technician Jeff DeGraaf tells us which much-loved sector he thinks could be due for a pullback. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Verizon is the latest telecom giant to partner with AST SpaceMobile, a small cap satellite operator. Founder & CEO Abel Avellan joins Morgan Brennan to break down the deal’s details, the company’s satellite constellation and future work with government contractors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking down Salesforce’s disappointing quarter as the stock sinks in Overtime; DA Davidson’s Gil Luria on what’s ahead for the Dow component. Plus, C3.AI CEO Thomas Siebel and Pure Storage CEO Charles Giancarlo talk their companies’ earnings in exclusive interviews. Other reports include Okta, Nutanix, HP and American Eagle – and why one space satellite company stock soared 70% today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will rates or tech decide the fate of the rally? Lauren Goodwin from New York Life and Invesco’s Brian Levitt give their predictions. Plus, venture capitalist Rick Heitzmann gives his take on the rally in the tech sector and if it may be running out of steam. And, American Airlines’ stock had its worst day in 4 years. We explain why and how it’s impacting the rest of that 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 closed above 17,000 for the first time as Nvidia continues to help lift the markets. Fundstrat’s Tom Lee breaks down why he remains bullish equities heading into the summer. Earnings from Box and Cava, with Wedbush analyst Nick Setyan giving his instant reaction to Cava’s report. Redfin senior economist Chen Zhao on the housing market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sofi’s Liz Young, NB Private Wealth’s Shannon Saccocia and Crossmark’s Victoria Fernandez map out how they think things will play out with tech in the driver’s seat once again. Plus, Nvidia’s stock popped as investors bet Elon Musk’s AI startup will deliver another windfall for the chipmaker. Star chip analyst Stacy Rasgon breaks down how he thinks that news will impact the semi sector in the long run. And, former Federal Reserve Vice Chair Richard Clarida reveals his prediction for rate cuts and the economy at large. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A record close for the Nasdaq as tech recovered from Thursday’s slide. Unlimited Funds CEO Bob Elliott and Wells Fargo’s Tracie McMillion break down the market action. Booking Holdings CEO Glenn Fogel talks consumer demand for travel and the long-term trends shaping the industry. HII CEO Christopher Kastner talks the supply chain, labor challenges and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does the road ahead for this rally look like? Wharton Professor Jeremy Siegel tells us what he is expecting. Plus, Hightower’s Stephanie Link breaks down the latest moves she is making in her portfolio. And, venture capitalist Rashaun Williams tells us how he is putting his money to work in the tech sector and reveals his new sports investment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Despite Nvidia closing up nearly 10%, broader markets closed in the red with the Dow posting its worst day since March 2023. Truist’s Keith Lerner and G Squared’s Victoria Greene break down the market action, plus earnings from Workday, Ross Stores and Deckers. Intuit CEO joins in an exclusive interview to talk the strong quarter, plus the productivity gains from investing in AI. KeyBanc’s John Vinh on why there is still more upside ahead in Nvidia. The Department of Justice is suing Live Nation; company President Joe Berchtold on the counterargument. Raymond James’ Global Head of Private Capital Advisory Sunaina Sinha Haldea on how her clients are allocating their money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Given how far much of tech has rallied since the April bottom, should you take some profits or buy into the weakness? All-star panel featuring Trivariate’s Adam Parker, Citi’s Kristen Bitterly and Virtus’ Joe Terranova break down how they’re navigating the market right now. Plus, top tech analyst Mark Mahaney is shaking up his top picks list. He explains those moves. And, the DOJ is suing Live Nation – Ticketmaster’s parent company – over alleged antitrust violations. The company’s president and CFO Joe Berchtold gives his exclusive reaction to that. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As agriculture becomes increasingly connected and autonomous, space is helping to enable the surge in services. CNH Industrial is the latest to level up its satellite communications, partnering with Intelsat to bring satellite communications to precision farming in rural areas. CEO Scott Wine joins Morgan Brennan to dig into the collaboration, what space can bring to farming and the global agricultural downturn. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia reports Q1 earnings – and extends its recent impressive run. We have you covered from every angle, including analysts, shareholders and contrarian plays. Plus, earnings from Snowflake, ELF, and Synopsys. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors anxiously awaiting Nvidia’s report in Overtime … mulling where stocks are likely to go, regardless of those results. Our all-star panel of Bryn Talkington, Josh Brown and Stacy Rasgon break down what they’re expecting and what it could mean for the market as a whole. Plus, Light Street’s Glen Kacher tells us how he is navigating the AI wars. And, Seema Mody sets us up for what’s at stake from Snowflake’s results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed officials weighing in recently on the path ahead for rates; Jefferies Chief Market Strategist David Zervos breaks down what you need to know. Vital Knowledge’s Adam Crisafulli and Stifel’s Barry Bannister on the market action, including why Bannister remains bearish on equities. Earnings from Urban Outfitters, Toll Brothers and Viasat. Scale AI announced a $1B raise at a nearly $14B valuation, including investments from Meta, Nvidia, Amazon and more. Founder and CEO Alexandr Wang joins in an exclusive interview to discuss how the company will use the money and how it uses data. BofA analyst Geoff Meacham on what Eli Lilly’s drug approval in China means for the stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With stocks trading around record highs – is it time to lean in to this bull market or step back? Liz Ann Sonders from Charles Schwab tells us what she thinks is the best strategy. Plus, all eyes are on Nvidia ahead of its crucial earnings report tomorrow. We preview everything investors need to be watching from that report. And, Ether surged in today’s session. We tell you why and how it is impacting the rest of 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 notched a record close today while the S&P 500 fell just short of one. Kestra Investment’s Kara Murphy and Evans May Wealth’s Brooke May break down the market action. Earnings from Palo Alto Networks and Zoom. Barclays analyst Saket Kalia reacts to PANW’s Q3 numbers. Former Truist CEO Kelly King talks regulation in banking, movement at the regional level and what’s next for JPMorgan and Jamie Dimon. CyberArk CEO CEO Matt Cohen on today’s Venafi deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Could there be more gains on the way? PIMCO’s Erin Browne, Payne Capital’s Courtney Garcia and CNBC’s Senior Markets Commentator Mike Santoli break down where they’re expecting stocks to go from here. Plus, top bank analyst Mike Mayo is flagging one stock that he thinks is the “Nvidia of banking.” He reveals that name. And, star analyst Dan Ives breaks down Microsoft’s big announcements today and what he is watching from Palo Alto 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.

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

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

The Dow topped 40,000 for the first time ever before turning lower at the close. Cummins CEO Jennifer Rumsey on raising the company’s long-term financial targets, plus the demand picture for its power generators amid the AI boom. The Bahnsen Group’s David Bahnsen and RBC’s Lori Calvasina break down where markets go from here. Earnings from Applied Materials and Take-Two. Bernstein’s Stacy Rasgon on where we are in the semiconductor cycle. Our Melissa Repko on what Walmart’s earnings mean about the state of the consumer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Just two years after its founding, startup Vast is one of several startups aiming to put the first commercial space station into orbit. The startup is developing Haven 1, aiming to launch it next year. CEO Max Haot joins Morgan Brennan from the 2024 Space Symposium to discuss his company’s ambitious plans, creating gravity in space, and its partnership with SpaceX. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.