Closing Bell

Joe Terranova of Virtus and Ayako Yoshioka of Wealth Enhancement Group break down where they see markets headed – as the major averages hit record highs. Plus, Blackrock’s Rick Rieder reveals his forecast for the Fed, rates and the economy. And, Deere shares dropped in today’s session following some disappointing guidance. We dig into that report and what it could mean for the rest of that space 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.

The CEOs of Palo Alto Networks and IBM join to discuss their news the companies are teaming up in cybersecurity threat monitoring and management. Brex was named to CNBC Disruptor 50 list; co-CEO Pedro Franceschi talks about the company’s growth and what’s ahead. Plus, Invitation Homes CEO Dallas Tanner on the current market for housing and rates and our Leslie Picker on the moves the hedge funds are making. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is it okay to be more bullish on stocks? Josh Brown and Cameron Dawson break down where they stand. Plus, Big Technology’s Alex Kantrowitz weighs in on Apple hitting $190 for the first time since February … and where he sees the stock headed from here. 3Fourteen’s Warren Pies is skeptical of one key piece of inflation data. He explains why and what it could mean for the broader market. And, Anastasia Amoroso from iCapital maps out the sectors 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.

Alphabet CEO Sundar Pichai talks Google’s new slate of AI offerings including Gemini 1.5, AI Overviews and teased its Project Astra after getting off stage at Google I/O, its developer conference. Plus, GM President Mark Reuss on the company’s EV strategy and Anduril CEO Brian Schimpf on the company’s Disruptor 50 ranking and what’s ahead for the startup. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell: Time to Take the Next Leg Higher?Descript: Is this still a stay-the-course bull market about to take its next leg higher? Sofi’s Liz Young, JP Morgan’s AJ Oden and Fundstrat’s Tom Lee debate where they stand. Plus, Google held its IO Conference today – we break down the biggest highlights and hear from Alphabet shareholder Ankur Crawford from Alger. And, meme mania is back! We drill down on some new research on who is doing the buying. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bulls versus bears: Carson Group’s Ryan Detrick and Cantor Fitzgerald’s Eric Johnston square off on where the market goes from here. T. Rowe Price portfolio manager Tony Wang gives his tech and AI playbook and OpenAI rolls out its latest product. Neuberger Berman’s John San Marco on top picks heading into retail earnings. Our Leslie Picker reports on tightened lending standards for banks and what it means for economic growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the bull market at serious risk or not? Solus’ Dan Greenhaus, Invesco’s Kristina Hooper and Merrill and Bank of America Private Bank’s Marci McGregor debate their forecasts. Plus, Alphabet shareholder King Lip weighs in on what’s at stake for that name ahead of its developer’s conference. And, the EV stocks charged higher today. Phil Lebeau explains what is behind that move and what it could mean for the sector more broadly. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow posting its best week of the year, while the S&P 500 and Nasdaq are both on 3-week winning streak. Wells Fargo’s Scott Wren and Envestnet’s Dana D’Auria break down the market action and look ahead to key data and earnings next week. Zeekr spikes in its first day of trading. Evercore ISI Vice Chairman Krishna Guha talks his inflation expectations. Betterment CEO Sarah Levy gives her first interview since news her company is acquiring Goldman’s Marcus customers. Jefferies analyst Dr. Roger Song on why he sees more upside ahead for Novavax even after today’s 100% move higher. 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.

Could microgravity be used to print human organs? Redwire announced this week it had successfully bio-printed the first live human heart tissue sample. CEO Peter Cannito joins Morgan Brennan from Space Symposium in Colorado Springs ahead of the announcement to discuss the technology. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow is on its longest winning streak of the year after gaining more than 300 points today; Ariel Investments’ Charles Bobrinskoy breaks down where things stand in the market. Earnings from Dropbox, Akamai, Sweetgreen and Unity. Klaviyo CEO Andrew Bialecki on life in the public markets so far after raising its guidance in its third earnings report. Nvidia-backed CoreWeave just raised $1.1B; CEO Michael Intrator on what’s ahead for the company and AI. Idris Elba is ServiceNow’s new spokesperson. Jon Fortt sits down with him to talk AI’s impact on tech, culture and more. 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 Fortt sits down with Nvidia CEO Jensen Huang in Las Vegas, talking the growth of AI, how customers are using tools and partnerships. Plus, ServiceNow CEO Doug McDermott on what’s next for the industry. JPMorgan Global Chairman of Investment Banking Jennifer Nason talks how tech companies are balancing capital return with AI investment. Earnings from Airbnb, Arm, Robinhood, Instacart, Klaviyo and more. 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.

Earnings season continues with EA, Wynn, Lyft, Arista Networks and Rivian – plus Reddit surged in Overtime after reporting its first quarter as a public company. Vital Knowledge’s Adam Crisafulli and JPMorgan’s Phil Camporeale break down the action. Honeywell CEO Vimal Kapur talks the company’s plans for AI and monetizing data, plus the energy transition and why he says he expects EVTOLs to change people’s lives like the iPhone – and by 2028. TransUnion CEO Chris Cartwright on the consumer, credit and delinquency rates. 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 built on Friday’s gains to start the week, marking three straight positive sessions for both the Nasdaq and the S&P 500. Evercore’s Julian Emanuel breaks down how he’s advising clients to position. Earnings from Palantir, Lucid, Simon Property and more. A rare and exclusive interview with Tyson CFO John R. Tyson on the company’s earnings, the consumer and tailwinds in the chicken industry. Lucid Motors CEO Peter Rawlinson on the latest quarter and EV demand. Plus, the maker of Taser acquired a drone maker. 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 nearly a decade, Boeing’s Starliner is about to embark on its first-ever crewed flight. The CFT is scheduled to lift off as soon as tonight. NASA Administrator Bill Nelson joins Morgan Brennan to discuss the milestone, the role of commercial space in the space agency’s outlook, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A strong session for stocks send the averages to a positive week; 3Fourteen Research’s Warren Pies and Unlimited Funds CIO Bob Elliott break down the wild week of earnings and what’s ahead for next week. Well-known JPMorgan analyst Stephen Tusa talks his bullishness on an under-the-radar AI play. Apollo Chief Economist Torsten Slok on the Fed’s next move. Plus, Bill Holdings CEO on earnings and the state of small business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is this the week that Apple finally found its footing? Top analyst Erik Woodring from Morgan Stanley gives his forecast for that name. Plus, Cameron Dawson and Josh Brown discuss what they’re looking for from stocks in the week ahead. And, it was a tale of two travel stocks today with Expedia and Booking Holdings moving in opposite directions post-earnings. We tell you what’s behind those moves and what it might mean about the broader travel space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple announced the largest corporate buyback in history and investors sent the stock higher in Overtime. We have you covered from every angle. Plus, Qualcomm CEO Cristiano Amon on his company's strong quarter and AWS CEO Adam Selipsky on what's driving growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From leadership upheaval to a lunar launch on deck – 2024 is poised to be a breakout year for space startup Firefly Aerospace. CEO Bill Weber joins Morgan Brennan to discuss the slew of projects at the end-to-end space transportation company from this year’s Space Symposium. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple was once the biggest and most important stock in this market. But that was then … and this is now. And “now” tells a very different story with shares the worst performing in the group this year. Will tonight get the stock back on track? CIC Wealth’s Malcolm Ethridge, Virtus’ Joe Terranova and Bryn Talkington of Requisite Capital break down what they’re expecting. Plus, John Spallanzani from Miller Family Office tells us where he is putting his money to work right now. And, Evercore ISI’s Roger Altman maps out his forecast for the Fed 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.

The Fed and Jerome Powell kicking May off with a bang for markets, as the rally during his press conference proved short-lived; the S&P 500 and Nasdaq gave up their gains by the end of the session. Jefferies Chief Market Strategist David Zervos and G Squared Private Wealth’s Victoria Greene parse the Fed’s actions and the market reaction. Cantor Fitzgerald CEO Howard Lutnick gives his first reaction to the Fed and tells why he is expecting one cut this year. Earnings from Qualcomm, Wolfspeed, Doordash, Etsy, eBay, Zillow, Carvana and Informatica. DoorDash CFO Ravi Inukonda on his company’s results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks rallied on the back of Fed Chair Jerome Powell’s news conference. DoubeLine’s Jeffrey Gundlach gives his exclusive reaction and breaks down what he thinks the Fed’s next move might be. Plus, Sofi’s Liz Young reacts to Gundlach’s big calls – and tells us what she is expecting from stocks in the months ahead. And, we break down what to watch from Apple tomorrow and Qualcomm in Overtime today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SES is acquiring rival satellite operator Intelsat for $3.1 billion, in a deal that brings together two major communications satellite operators in a market facing increased competition. SES CEO Adel Al-Saleh joins Morgan Brennan to discuss the deal, the competitive landscape and where he sees the future of satellite communications. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major averages snapped their 5-month winning streaks with a dreary April performance, plus Amazon reported earnings. DA Davidson’s Gil Luria and Maxim’s Tom Forte break down the numbers from every angle, while KeyBanc analyst John Vinh reacts to AMD’s quarterly results. Neuberger Berman’s Kevin McCarthy on what it would take to add Starbucks to his portfolio after its disappointing earnings. Plus, numbers from Caesars, Pinterest, SuperMicro, Mondelez, Clorox and Skyworks. 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.

Charlie Bobrinskoy, Ariel Investments Vice Chairman and a Paramount shareholder, weighs in on deal talks heating up, plus the news CEO Bob Bakish is stepping down and Q1 results. Plus, other earnings from NXPI Semi, Chegg, and F5 Networks. Norfolk Southern CEO Alan Shaw responds aggressively to activist investor Ancora’s calls for management changes and their courtship of unions. John Hancock Investment Management’s Emily Roland and Innovator Capital’s Tim Urbanowicz get you set for the market action in the week ahead. Plus, BofA Securities Euqity & Quant Strategist Ohsung Kwon on his one market move to make no matter what the Fed does. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Greenhaus from Solus Alternative Asset Management, CNBC’s Steve Liesman and Shannon Saccocia of NB Private Wealth discuss what they’re expecting. Plus, Plexo Capital’s Lo Toney is mapping out what he is watching from Amazon and Apple this week. And, top technician Jeff DeGraaf tells us if last week’s choppy trading was just temporary or a sign of more downside ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intel shares slide in today's session after earnings; CEO Pat Gelsinger talks the company's progress and AI demand. L3Harris CEO Chris Kubasik on a strong quarter, defense spending and geopolitics. The Nasdaq has its best day of the year--how to play the next round of earnings with Apple and Amazon reporting next week. 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 back for real? Eric Johnston from Cantor Fitzgerald, Courtney Garcia of Payne Capital and Brian Levitt of Invesco give their expert forecasts. Plus, Big Technology’s Alex Kantrowitz breaks down the big move in Alphabet post-earnings. And, Julia Boorstin tells us what’s behind Snap’s surge – and brings us key comments from CEO Evan Spiegel. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alphabet and Microsoft impressed investors in the latest quarter and both stocks moved higher after-hours. Plus, earnings from Snap, Roku, Intel, Gilead and L3Harris. T-Mobile CEO Mike Sievert on the company’s lowest ever churn rate and growing market share. 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 mega-constellations proliferate, satellite communications is skyrocketing-- and so is the need to regulate them. In response, the FCC launched its Space Bureau one year ago this month. Since the reorganization, it's taken on space junk, emergency satellite cell service, issuing licenses for lunar landers, and more. FCC Chairwoman Jessica Rosenworcel joins Morgan Brennan to discuss the agency's operations and how she views its role in the new space economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors sold off Meta in Overtime after its Q1 numbers. We have you covered from every angle, including comments from the CFO. Plus earnings from Ford, Chipotle, Lam Research, IBM and ServiceNow. Chipotle CEO on latest quarter, inflation and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trivariate’s Adam Parker, iCapital’s Anastasia Amoroso and Wells Fargo’s Sameer Samana break down what they are expecting from earnings – and what it could mean for the broader market. Plus, Meta shareholder Doug Clinton drills down on what he’s watching from that report tonight. And, Elizabeth Burton from Goldman Sachs Asset Management reveals how investors should be positioning their portfolios amid all of the rate cut uncertainty. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla surged in after-hours trading after reporting results. ARK’s Tasha Keeney and former Tesla board member Steve Westly weigh in on next steps for the automaker. Other earnings include Texan Instruments, Visa, Mattel, Seagate and Chubb. Cleveland-Cliffs had its worst day in more than 3 years; CEO Lourenco Goncalves discusses the recent quarter and the stock reaction. Plus, Freeport-McMoRan CEO Richard Adkerson on global copper demand and why he sees the beginnings of a recovery worldwide. 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 geopolitical tensions have soared this week, the role of space as a warfighting domain becomes ever-more critical. A key topic at the Space Symposium, Boeing’s Space Intelligence & Weapon System Vice President and General Manager Kay Sears sits down with Morgan Brennan to discuss space exploration and rising demand for national security in the final frontier. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets bounced back today after a rough week. Bespoke’s Paul Hickey breaks down the market action. Earnings from SAP, Cleveland-Cliffs, Nucor and Cadence Design Systems. RBC analyst and Tesla bull Tom Narayan previews Tesla earnings and the stakes for the EV maker. Wes Edens, Brightline founder, on breaking ground for the Las Vegas to LA high-speed rail line. He also talks energy markets and the risk the market isn’t properly accounting for. Former Commander of the United States Central Command, General Kenneth McKenzie, on the geopolitical risk in the world and foreign aid bills. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where is the next move for stocks likely to be after last week’s tumultuous end? Gabriela Santos from JPM Asset Management, NewEdge’s Cameron Dawson and Ayako Yoshioka of Wealth Enhancement Management give their expert forecasts. Plus, tech strategist King Lip is flagging one big red flag he is seeing in the space right now. And, Max Kettner from HSBC Global Research’s thinks last week’s weakness is just temporary. He explains why he is still betting on the bull case. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A major selloff in tech and semis stocks today with Nvidia having its worst day since March 2020. Citi’s Scott Chronert and Wealth Enhancement’s Nicole Webb break down the market action from a volatile week. Rapidan Energy Group’s Bob McNally on the energy markets as tensions increase in the Middle Eeast. Evercore Vice Chairman Krishna Guha recaps a busy week in economic data and Fedspeak. Plus, our Kate Rooney on the bitcoin halving. 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.

Tech earnings begin in earnest as Netflix reports Q1. We have you covered from every angle on the big moves with Evercore’s Mark Mahaney, Deeperwater’s Gene Munster and Third Bridge’s Jamie Lumley. JC2 Ventures CEO and former Cisco CEO John Chambers on if the IPO window is opening again and the slide in tech stocks. Plus, Janus Henderson CEO Ali Dibadj gives his market playbook and Morgan sits down with activist investor Ancora on what changes they want to see at Norfolk Southern. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our all-star panel of Odyssey Capital’s Jason Snipe, Big Technology’s Alex Kantrowitz and Virtus’ Joe Terranova explain what they will be watching from Netflix’s numbers in Overtime. Plus, Blackrock’s Rick Rieder weighs in on where yields are going and when the fed might actually start cutting interest rates this year – if at all. And, Ankur Crawford from Alger tells us the haves and have nots of earnings season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

While space billionaires have a slew of visions for the future of humanity, few are literally reaching for the stars literally. Kam Ghaffarian, the co-founder of Axiom Space, Intuitive Machines and more, joins Morgan Brennan from the Space Symposium to discuss the trillion-dollar opportunity in the space economy, nuclear reactors and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charles Schwab Chief Investment Strategist Liz Ann Sonders talks the recent pullback as stocks finished mostly lower to extend April’s slide. Earnings from CSX, Las Vegas Sands, Alcoa. Maxim analyst Tom Forte on his new note: “Is Apple Dead Money?” Head of Ares Credit Group Kipp DeVeer on where the credit giant is seeing opportunity. Plus, what’s next for TikTok as Congress aims to bring a bill to the floor. 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 back-up in yields and expectations for rate cuts mean for the rally? Josh Brown from Ritholtz Wealth Management, Hightower’s Stephanie Link and NFJ’s John Mowrey all break down what they see in store for stocks. Plus, top technician Jason Hunter explains why he sees some trouble brewing in the charts. And, Sebastien Page from T. Rowe Price went from being “reluctantly bearish” to being “aggressively neutral.” He tells us what it would take for him to turn bullish. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.