Closing Bell

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 mixed day for the major averages, but stocks managed another winning week – the longest weekly win streak for the S&P 500 since 2007. Wealth Enhancement Group’s Nicole Webb and MUFG Head of US Macro Strategy George Goncalves give their outlook for the final trading days of the year and what to expect in 2024. Nike fell hard following last night’s earnings report. Long-time retail analyst Dana Telsey discusses if it’s a red flag for the rest of the sector. Shopoff Realty’s CEO talks about the impact of rate cuts on the real estate space. Plus a potential new funding round for OpenAI, why banks borrowed billions from the Fed last week, and a look at the forecast for the cloud and enterprise software with the CEO of HashiCorp. 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.

Stratolaunch’s giant airplane conducted its first-ever captive-carry flight with a fueled hypersonic test vehicle. The 12th flight for the company’s Roc launch platform, the mission brings the startup closer to the first powered flight of the Talon-A. CEO Zach Krevor joins Morgan Brennan to discuss the recent milestone, hypersonic flight’s total addressable market and the acquisition of the now-defunct Virgin Orbit’s Boeing 747 aircraft. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks gained back ground following Wednesday’s slide, but Nike moved lower on quarterly results. Analyst Brian Nagel joins to break down the quarter. Commerce Secretary Gina Raimondo talks in an exclusive interview about chips and reports about China president Xi’s comments surrounding Taiwan, plus thoughts on Nippon Steel’s deal to buy U.S. Steel. The CEO of Nordic American Tankers on protecting his fleet in the Red Sea. And IMAX CEO Richard Gelfond on what big media consolidation would mean for the movie 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.

Stocks slid sharply in the final hours of trading and the Dow snapped a nine-day winning streak. Citi’s Scott Chronert and Strategic Wealth Capital’s Adrianne Yamaki break down the sell off. Earnings from Micron and reaction from Baird analyst Angelo Zino. Our Alex Sherman reports on the bosses at Warner Bros. Discovery and Paramount meeting about a possible merger. GTIS Partners President and CIO Tom Shapiro 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.

Stocks sunk in the final hour of trade today. But Fundstrat’s Tom Lee is sticking to his bear case. He explains why. Plus, Warren Pies from 3Fourteen Research tells us why he thinks weird could be the new normal next year. And, JP Morgan’s Gabriela Santos breaks down how she is navigating this downturn and where she is seeing strength in 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charles Schwab Chief Investment Strategist Liz Ann Sonders on the Fed’s next move and if markets are overreacting right now. FedEx earnings with instant analysis from Melius Research’s Conor Cunningham. Global Defense Lead at Palantir, Doug Philippone, talks investing in the sector, the state of global security and how uncertainty in the Red Sea is impacting supply chains. Bessemer Venture Partners’ Byron Deeter on investing in software in 2024 and potential fallout from Adobe and Figma walking away from each other. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Some bears won’t buckle even as sentiment continues to improve – including Cantor’s Eric Johnston. He explains why he is sticking to his case. Plus, Rich Saperstein of Treasury Partners – one of Barron’s top 100 financial advisors of 2023 – is breaking out his market playbook for the new year. And, solar stocks soared in today’s session. Pippa Stevens breaks down what is behind that bounce. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

High-profile interviews with CEOs of Cleveland-Cliffs on why he’s happy to not buy IS Steel and Masimo CEO on Apple’s decision to pause some Apple Watch sales amid Masimo’s patent dispute with the tech giant. Plus, MicroStrategy’s Michael Saylor on Bitcoin’s surge and why he’s still bullish for more upside. Market talk with John Hancock’s Emily Roland and Wells Fargo’s Darrell Cronk. TD Cowen President Jeff Solomon gives his outlook and predictions for 2024. Former KC Fed President Thomas Hoenig parses recent Fedspeak and the market’s reaction. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Many lagging sectors have ripped over the past six weeks – including banks, materials and industrials. Is the better breadth just beginning? Trivariate’s Adam Parker and NB Private Wealth’s Shannon Saccocia break down what they’re expecting. Plus, Tony Pasquariello from Goldman Sachs says now is not the time to give up on mega cap tech. And, we break down the move in Adobe as it calls off its plan to buy software company Figma. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow ended Friday at a record high and the major averages notched their seventh straight week of gains. Morgan Stanley’s Daniel Skelly and Ironsides’ Barry Knapp break down where the market goes from here. Citi is closing its once-heralded muni business; our Hugh Son details the latest moves of CEO Jane Fraser’s turnaround efforts. Charles Schwab Chief Fixed Income Strategist Kathy Jones on her playbook for 2024. Lacework CEO Jay Parikh on new SEC cyber security rules. Wells Fargo analyst Mohit Bansal on his top pharma picks for 2024. Plus, Care Bears and what it reveals about the state of post-pandemic supply chain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does the Fed relief rally have any juice left? New York Life Investment’s Lauren Goodwin and Jordan Jackson of JPMorgan Asset Management give their forecasts. Plus, Oppenheimer’s Brian Nagel breaks down his top picks for 2024 in the retail space. And, Roku shares were under pressure in today’s session. Julia Boorstin explains what is behind that drop. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another record high for the Dow as investors continue to parse Fed Chair Jay Powell’s message on rates. Fundstrat bull Tom Lee joins to break down why he is still optimistic heading into next year. Earnings from Lennar and Costco, including analyst reaction. Legendary VC investor Vinod Khosla on why optimists need to win out on AI. CEA Chair Jared Bernstein on the strong retail sales, falling gas prices, and President Biden’s economy. 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 do your own pivot out of large cap growth stocks and into areas of the market that have dramatically lagged? Anastasia Amoroso from iCapital gives her take. Plus, Mark Okada from Sycamore Tree Capital Partners sees higher rates in the new year. He explains why. And, star analyst Stacy Rasgon tells us what today’s Intel AI event might mean 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.

Venture capital is creeping back into the space sector, with Ursa Major raising $138 million in Series D and D-1 rounds. Capital from the likes of RTX Ventures, BlackRock, Explorer 1 Fund & more will help the rocket propulsion startup to produce engines for rocket launches, hypersonic vehicles – and enable expansion into a new defense-focused market. Founder & CEO Joe Laurienti joins Morgan Brennan to discuss defense tech, the case for 3-D printed rocket engines, and more from the Reagan National Defense Forum. 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 closed at a record high after Fed Chair Jay Powell’s dovish comments following the latest FOMC meeting. Jefferies’ David Zervos and our Steve Liesman break down what it all means for your portfolio. Davidson analyst Gil Luria on Adobe earnings. Samantha McLemore has worked with Bill Miller for more than two decades; she started her own firm recently and joins to discuss top stock picks that still have room to run despite the recent market rally. Plus, Evercore’s Krishan Guha on the Fed and SpaceX’s booming valuation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Jay Powell held his final meeting and news conference of the year. DoubleLine’s Jeffrey Gundlach gives his first and exclusive reaction. He breaks down he sees rates headed from here and what it might mean for the economy. Plus, Ritholtz Wealth Management’s Josh Brown, Sofi’s Liz Young and Senior Market Commentator Mike Santoli break down the final minutes of the trading day as the Dow closes at an all-time record high. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major averages notched their fourth consecutive positive session as investors await tomorrow’s Fed decision on rates. Truist’s Keith Lerner and Crossmark’s Bob Doll break down the market action. Former Army Secretary Eric Fanning on the outlook for defense as Congress wrestles with the budget. Meritage Homes CEO Phillippe Lord on rates impact on the housing market and the company’s strong performance. Netflix released a new engagement report showing some of its top shows and how long users are streaming; Wedbush’s Alicia Reese on the key takeaways for investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Schwab’s Liz Ann Sonders and Trivariate’s Adam Parker weigh in with where they see stocks headed from here. Plus, Goldman Sachs President & COO John Waldron with his exclusive take on the markets, fed and the economy. And, T. Rowe’s Sebastien Page is breaking down his forecast for the fed and what he’s expecting from Powell in the New Year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major averages notched their third straight positive session. Wells Fargo’s Scott Wren and CFRA’s Sam Stovall break down the market action. Jefferies analyst Brent Thill breaks down Oracle’s revenue miss. Caruso Founder Rick Caruso talks rumors of a Macy’s sale and the broader state of commercial real estate. CRISPR Therapeutics CEO Sam Kulkarni on his company’s partnership with Vertex Pharma leading to breakthrough FDA approval for a sickle cell treatment, the first in US to be approved that uses CRISPR gene-editing technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are the fed and the market aligned or at odds? And how might that influence the rally in the weeks ahead? JP Morgan Asset Management’s Gabriela Santos and Veritas Financial Group’s Greg Branch debate their forecasts. Plus, Ed Yardeni reveals the level he thinks the S&P could hit in 2024. And, we break down what to watch when Oracle reports results in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Google shares fell after news that its AI demo this week may have been edited; our Steve Kovach on what it all means. Major averages notch their sixth straight week of gains. Jon sits down with Vista Equity’s Robert Smith on the current state of the software market. Evans May Wealth’s Brook May and Unlimited’s Bob Elliott break down the week’s action. Plus, KBW’s Christopher McGratty on top bank picks for 2024 and Incredible Health CEO Dr. Iman Abuzeid on how her company is using AI to help healthcare workers. 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 as next week’s fed meeting looms large? Cameron Dawson of NewEdge gives her expert forecast as we wrap up the week. Plus, top Apple analyst Erik Woodring says the bull case for the tech giant has been reignited. And, CIC Wealth’s Kevin Simpson reveals the new tech name he is buying. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With geopolitical tensions strained, Morgan Brennan sits down with Air Force Secretary Frank Kendall from the Reagan National Defense Forum to discuss AI on the battlefield, the race to secure space & more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mike Massimino, serving as a NASA astronaut until 2014, has a slew of accomplishments: the first human to tweet from space, the last astronaut to work inside the Hubble Telescope and the speculated inspiration for George Clooney’s role in “Gravity.” He’s now out with a book, titled Moonshot, with the greatest lessons learned from his experiences. Massimino joins Morgan Brennan to discuss the book and the what experiences in space can bring to daily living on earth. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks powered higher today, led by strong gains in AMD and Google. Axonic’s Peter Cecchini and Ned Davis Research Chief US Strategist Ed Clissold break down the market action. Earnings from Lululemon, Broadcom, RH and Docusign. Former Fed Vice Chairman Richard Clarida on what the Fed will do in 2024. Telsey Advisory Group CEO Dana Telsey breaks down the strength of the consumer and Lululemon’s numbers. Susquehanna’s Chris Rolland talks Broadcom. Broadridge CEO Tim Gokey on the plumbing underpinning the financial system. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What’s in store for your money in the new year? Tom Lee from Fundstrat is forecasting more strength for stocks in 2024. He makes his case and lays out his forecast. Plus, CIC Wealth’s Malcolm Ethridge reacts to the surge in Alphabet – a stock he sold earlier this year. He explains what he needs to see from the company before getting back in on that trade. And, Broadcom and Lululemon are reporting results in Overtime. Shareholder Joe Terranova breaks down what he’s expecting from those numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMD unveiled a new chip aimed at taking market share from Nvidia in the AI arms race; CEO Lisa Su gave us her first comments after the company’s event. Plus, RBC’s Lori Calvasina on markers heading into year-end and her 2024 outlook, plus C3.AI CEO Tom Siebel on his company’s latest quarter and demand for AI. Tortoise’s Rob Thummel gives energy picks to buy that he says will do well regardless of the price of oil. AeroVironment CEO Wahib Nawabi on the strong quarter and growing demand worldwide. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the recent rotation real and is it truly time to turn your portfolio upside down as the new year approaches? Liz Young from Sofi gives her expert forecast. Plus, star chip analyst Stacy Rasgon breaks down all the biggest headlines from AMD’s big AI event. And, Alger’s Ankur Crawford is looking outside the magnificent seven for her 2024 playbook. She explains where she’s finding opportunity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wolfe Research’s Chris Senyek out with a bearish market call; he joins the show to break down the reasons he’s pessimistic. Earnings from MongoDB, Box and Toll Brothers, plus market talk with Profit Investments CEO Eugene Profit and Vital Knowledge’s Adam Crisafulli. Gabelli Funds PM Jeff Jonas gives his top healthcare picks. Seaport analyst Ken Zener breaks down Toll Brother’s numbers and the broader homebuilding sector. Plus, our Eunice Yoon on why Moody’s issued a warning on China’s credit outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The great debate in the market right now over where your money is likely to go takes center stage as NFJ’s John Mowrey and Cantor Fitzgerald’s Eirc Johnston argue their forecasts. Plus, Oz Pearlman – the so-called “Wall Street Mentalist” – explains his career path from Merrill Lynch to reading minds. He also showcases his talents by doing a trick live on set with Scott Wapner. And, Michelle Ross from StemPoint Capital makes the bull case for biotech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major averages ended lower today, but well off the lows. Wilmington Trust’s Meghan Shue and Bespoke’s Paul Hickey break down the market action. Morgan sits down with Commerce Secretary Gina Raimondo, Boeing Defense CEO Ted Colbert and Air Force Secretary Frank Kendall at the Reagan National Defense Forum. Blackstone’s private equity group has $40B in dry powder it can deploy; group head Joe Baratta on the top opportunities his team sees and why public markets are more interesting than private right now. Jefferies analyst Sheila Kahyaoglu on industry implications for Alaska Air’s purchase of Hawaiian Airlines. Plus, Roche buys its way into the obesity drug craze. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where is your money going to work best during this final stretch for stocks? Blackrock’s Rick Rieder gives his forecast. Plus, Dan Greenhaus of Solus Alternative Asset Management and Nicole Webb of Wealth Enhancement group give their reaction to Rieder’s big market predictions. And EMJ’s Eric Jackson explains how he is trading the rally 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 S&P 500 closed at a 52-week high as the first day of December carried over strength from November. Jefferies’ David Zervos and 3Fourteen’s Warren Pies break down the market action. Morgan is at the Reagan National Defense Forum and sits down with Palantir CTO Shyam Sankar on how the company is using AI to win clients and GlobalFoundries CEO Thomas Caulfield on global chip supply chain and its impact on geopolitical tensions. Our Angelica Peebles on Pfizer’s worst day in two years. talks the company’s clients and AIP Bootcamp. Plus, Samsara CEO Sanjit Biswas on strong earnings and bringing efficiencies to transport companies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After the best month for stocks in nearly a year and a half, is there now enough reasons to get more bullish? Trivariate’s Adam Parker and Hightower’s Stephanie Link weigh in. Plus, BTIG’s Jonathan Krinsky is “betting on the losers” this month. He explains why. And, Paramount shares popped today. We tell you why Apple is responsible for that jump… and what it could mean for the rest of the media stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks closed out a strong November today – the S&P 500 posted its best month since July 2022 and 10 out of 11 sectors were higher. Our Mike Santoli breaks down the move and what it means. Earnings from Dell, Marvell and Ulta. RTX CEO Greg Hayes on the demand for US supplies around the world in an exclusive interview. Plus, Elon Musk hosts the Cybertruck unveil. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

While space is awe-inspiring and technologically groundbreaking, is it investable? Venture capitalist Tess Hatch, who has invested in space startups like Rocket Lab and Spire Global, is pausing her commercial space investments and setting sights on a related industry: defense tech. She joins Morgan Brennan to make the case for the strategic pivot and venture outlook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What area of the market will work better in the new year? Two famed investors gave their own differing views – one says growth and the other says value. Virtus’ Joe Terranova and Requisite Capital’s Bryn Talkington break down their outlooks. Plus, Tesla held its Cybertruck event this afternoon. We drill down on the biggest highlights. And, Gabriela Santos from JP Morgan Asset Management is revealing her 2024 forecast and how she’s playing the market in the new year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks finished the day near the flatline after a up and down session on Wall Street, but individual names saw big swings after-hours on earnings. Analyst Rishi Jaluria gave his first take on Dow component Salesforce after those shares climbed on quarterly results. The CEO of Pure Storage discussed his company’s quarter, with that stock pulling back hard on soft guidance. Plus a rare interview with the new Chairman of the Joint Chiefs of Staff, breaking down the connections between geopolitics and the economy, and a closer look at GM’s push higher. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With economic growth revised higher for last quarter alongside prices easy and treasury yields breaking down toward a 3 month low – are we back to pricing in a soft economic landing as the base case? Greg Branch from Veritas and Kristina Hooper of Invesco debate their forecasts. Plus, Corient’s Amy Kong breaks out her playbook for the tech trade heading into 2024. And, top analyst Brent Thill reveals what he will be watching from Salesforce’s results after the bell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Berkshire Hathaway Vice Chairman Charlie Munger passed away at 99. Our Becky Quick has known him for decades and reflects on his life and legacy. Plus, interviews with AWS CEO Adam Selipsky and Zscaler CEO Jay Chaudhry. 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 state of stocks? Is it a new bull market that’s about to get even more steam or the last dash of a late-year push that will soon run out of gas. Sofi’s Liz Young and PIMCO’s Erin Browne give their expert forecasts. Plus, Evercore’s Roger Altman breaks down what he is forecasting for the fed and what it might mean for the possibility of a recession. And, Groundswell’s Jake Wood has dedicated his life to giving back. This Giving Tuesday he explains how he is working to democratize corporate philanthropy. Hosted by Simplecast, an AdsWizz company. See https://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.

What could the last month of the year bring for stocks? NewEdge’s Cameron Dawson and Citi Global Wealth’s Kristen Bitterly break down how they are playing the final month of 2023. Plus, “the Dean of Valuation” Aswath Damodaran of the NYU Stern School of Business tells us if he thinks the rally has staying power. And, we break down the stocks seeing the biggest gains this Cyber Monday. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks logged their fourth-straight week of gains in a holiday-shortened session on Wall Street. Barry Knapp from Ironsides Macroeconomics and David Bahnsen of The Bahnsen Group weigh in on the rally and how long it can last. Analysts Brian Nagel and Olivia Tong share their retail shopping lists with top picks heading into the holiday season. Evercore's Amit Daryanani talks about reports that Apple's iPhone sales dropped during China's Singles Day sales event, and what that could mean for the holidays in the U.S. Plus the latest on the drama at OpenAI, the top transports to watch, the CSX derailment, and new developments in weight loss drugs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Commercial space regulation law is on the House of Representatives’ docket — but what needs to be regulated? The White House and House Science, Space and Technology Committee have both unveiled their proposals for simplifying government oversight of the commercial space sector; with two different takes on how to approach the space. Morgan Brennan sits down with Caryn Schenewerk, former SpaceX & Relativity Space counsel, to discuss the playbook for regulation as it stands. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does the risk-on sentiment of November bode well for the duration of the holidays, given seasonal forces? Or is there too much optimism at play that leaves the market vulnerable to even the tiniest bit of disappointment? Dan Greenhaus of Solus gives his forecast. Plus, top retail analyst Simeon Siegel breaks down which stocks he thinks will be winners this holiday season. And, Fundstrat’s Tom Lee is still betting on a year end rally. He explains why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sam Altman is back in charge at OpenAI, this time with a new board that include Bret Taylor as chair. Wedbush’s Dan Ives and TechCrunch’s Connie Loizos break down what it means for employees, investors and the AI ecosystem. Plus, averages on pace for their fourth straight weekly gains as investors head into Thanksgiving. G Squared Private Wealth’s Victoria Greene and John Hancock Investment Management Co-CIO Matthew Mishkin break down the market action, including stock drops for Nvidia and Deere. Meanwhile oil slipped after OPEC+ postponed a key meeting; OPIS co-founder Tom Kloza on what it means for the US and prices at the pump. Former Kansas City Fed President Thomas Hoenig on jobless claims and the Treasury curve; CFRA’s Ken Leon on what Disney shareholders should think after one year after Bob Iger’s return. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.