Closing Bell

Solus Alternative Asset Management’s Dan Greenhaus and BNY Mellon’s Alicia Levine explain their forecasts and whether or not they believe in the broadening. Plus, Sara Naison-Tarajano from Goldman Sachs Private Wealth is revealing how she is advising her ultra high net worth clients. And, retailing legend Mickey Drexler weighs in on the state of the consumer, inflation and the latest NRF/CNBC retail data. 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 risk surrounding the rally increasing as the S&P keeps rising and some big name stocks go parabolic? Trivariate’s Adam Parker and NB Private Wealth’s Shannon Saccocia give their expert takes. Plus, the mega caps have seen double digit gains for the year. But can this narrow leadership continue its grind higher? Doug Clinton from Deepwater Asset Management weighs in. And, Nvidia rocketing higher once again. We tell you what’s behind that move and how the other chip stocks are reacting. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

For the first time ever, Hawaiian Airlines is rolling out WiFi services to passengers. Partnering with SpaceX, the airline will equip its first Airbus A-321 with free Starlink Internet service for passengers to use. In a rare interview, Starlink VP of Business Operations Chad Gibbs joins Morgan Brennan to discuss the rollout of Hawaiian Airline’s offering, a milestone for Elon Musk’s space startup and the broader market opportunity for the fast-growing satellite service. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

For the first time ever, Hawaiian Airlines is rolling out WiFi services to passengers. Partnering with SpaceX, the airline will equip its first Airbus A-321 with free Starlink Internet service for passengers to use. On this episode, Hawaiian Airlines CEO Peter Ingram joins Morgan Brennan to discusses the rollout, the decision to partner with SpaceX in April 2022, and how Hawaiian’s pending acquisition of Alaska Airlines will affect the company’s broadband ambitions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another huge slate of earnings with Affirm, Pinterest, Expedia, Cloudflare and Take-Two reporting. Affirm CEO Max Levchin discusses a strong quarter and the investor reaction. Roth analyst Rohit Kulkarni on Pinterest’s quarter and its new partnership with Google. Dom Rizzo, T Rowe Price Global Technology Equity Strategy Portfolio Manager, gives his top picks in tech despite record levels in the market. Plus, Hawaiian becoming the first major airline to offer WiFi through Starlink; Morgan sits down with CEO Peter Ingram and a Starlink VP to discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Has stocks’ record run gotten too exuberant? Wharton School Professor Jeremy Siegel gives his expert take on where he sees the market headed. Plus, as the S&P 500 hovered close to 5,000 Wells Fargo’s Chris Harvey explained how investors should position their portfolios. And, a rundown of what to watch from Take Two and Affirm results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disney CEO Bob Iger joins Closing Bell Overtime in a exclusive interview, sitting down with our Julia Boorstin to talk a strong quarter and the company’s $1.5B investment in Epic Games. Other earnings include PayPal, Wynn, Arm and Mattel. Plus, immediate analyst reactions to PayPal and Disney. 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 nearly topping 5,000 in today’s session. Ritholtz Wealth Management’s Josh Brown and Senior Market Commentator Mike Santoli break down the crucial final moments of trade. Plus, Yardeni Research’s Ed Yardeni drills down on his forecast for stocks as we sit at record highs. And, Laura Martin from Needham tells us what she is watching from Disney’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.

Another earnings bonanza with Snap, Ford, Chipotle, Gilead and VF Corp reporting numbers. Vital Knowledge’s Adam Crisfulli reacts to it all. Plus, instant reaction to breaking news that ESPN, WBD and Fox are close to a deal to start a sports streaming service together from MoffettNathanson analyst Michael Nathanson. Interviews with Chegg CEO Dan Rosensweig and Freshworks CEO Girish Mathrubootham. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Anastaia Amoroso from iCapital, Veritas’ Greg Branch and Keith Lerner of Truist debate where they see the rally headed from here. Plus, Aswath Damodaran – the so-called “Dean of Valuations” – reveals the one Magnificent 7 stock he thinks is “priced to insanity. And, New York Times Columnist Jim Stewart breaks down what is at stake for Disney when it reports in Overtime tomorrow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks retreated after Friday’s record close; Cantor Fitzgerald’s Eric Johnston and Crossmark CEO Bob Doll break down how they are advising clients in the middle of earnings season. Earnings today include NXP Semi, Palantir, Simon Property and Chegg. DA Davidson analyst Gil Luria breaks down Palantir’s monster quarter. HSBC Private Bank Americas Chief Investment Strategist Jose Rasco on his favorite sectors. Plus, Jon looks back at 10 years of Satya Nadella’s leadership at Microsoft. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the so-called foundation of the market starting to show cracks? Morgan Stanley’s Erik Woodring explains what Apple’s under performance could mean for the mega-caps and the market more broadly. Plus, JP Morgan Asset Management’s Gabriela Santos is mapping out her rate cut forecast. And, Amy Kong from Corient says we need to see market breadth beyond big tech to sustain the rally. She makes her case and explains where she is seeing opportunity right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Deputy Treasury Secretary Wally Adeyemo talks the January jobs report that blew past expectations. Another record close for the S&P 500 and Dow, notching their fourth straight positive week. Unlimited Funds’ Bob Elliott and FS Investments’ Lara Rhame break down the latest earnings and today’s blockbuster jobs report. Needham senior analyst Laura Martin, a Meta bear, reacts to the tech giant’s standout earnings report. Coursera CEO on the latest quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Patriotism is cool again in the tech world, but venture capitalists are on the hunt for the next promising space & defense name to develop tech for the U.S. government. Andreessen Horowitz’s new thesis is American Dynamism, or investing in companies advancing U.S. interests including national security and space. General Partner David Ulevitch joins Morgan Brennan to discuss where he's seeing opportunity in the space economy...and where he's not. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The final 3 Big Tech companies reporting earnings today: Apple, Amazon and Meta. We have you covered with instant reaction to these market-moving numbers. Wedbush analyst Dan Ives and Evercore’s Amit Daryanani break down Apple; Third Bridge’s Scott Kessler and Roth MKM’s Rohit Kulkarni make sense of Meta and Amazon, including Meta’s first-ever dividend. Plus Bespoke’s Paul Hickey and G Squared’s Victoria Greene on how to play these trades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We count down to three of the most important earnings reports of this season: Apple, Amazon and Meta. Hightower’s Stephanie Link, Malcolm Ethridge of CIC Wealth and Virtus’s Joe Terranova debate what is at stake. Plus, Lauren Goodwin from New York Life Investment Management is giving her take on the road ahead for the Fed. 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 today cast doubts on the chances of a rate cut at the March meeting; his words sending stocks sliding. Ariel’s Charlie Bobrinskoy and Jefferies’ David Zervos break down his comments and the market reaction. Rosenblatt analyst Kevin Cassidy and Third Bridge analyst Lucas Keh break down Qualcomm’s strong earnings. Evercore Vice Chairman Krishna Guha gives his take on Powell’s commentary today. Plus, Rockwell Automation CEO Blake Moret on the latest quarter and our Julia Boorstin on what social media executives said today testifying in front of the Senate Judiciary Committee. Plus, one of the few Apple analysts with a sell rating on the stock discusses his outlook for the tech giant. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The first fed meeting of the year is officially in the books – along with the first news conference by chair Jay Powell. The question on everyone’s mind going in was when will the first rate cut come? We break down Powell’s comments and what it might mean for the market with DoubleLine Capital’s Jeffrey Gundlach. Plus, our all-star panel of Ritholtz Wealth Management’s Josh Brown, Sofi’s Liz Young and senior markets commentator Mike Santoli react to Gundlach’s big market calls and what it all means for your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The first two of the big tech names reported today: Alphabet and Microsoft. Investors are still digesting results but Vital Knowledge’s Adam Crisafulli gives his take. Evercore analyst Mark Mahaney on what he makes of Alphabet while DA Davidson’s Gil Luria digs into Microsoft’s report. CFRA’s Angelo Zino takes a look at AM and Stephens’ analyst Joshua Long breaks down Starbucks. Other earnings include Skyworks, Mondelez and EA. Plus, Morgan Brennan has an exclusive interview with Andreessen Horowitz co-founder Ben Horowtiz talks investing in America and the national interest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We are counting down to the critical earnings reports in Overtime – with both Microsoft and Alphabet on the docket. All-star panel of Alger’s Ankur Crawford, JP Morgan Asset Management’s Meera Pandit and CNBC Senior Markets Commentator Mike Santoli break down what they’re watching and what it at stake. Plus, Sebastien Page from T. Rowe Price is flagging what he thinks is the biggest risk to the market this year. And, star chip analyst Stacy Rasgon explains what he is watching ahead of AMD’s report 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.

We get you set for a monster week of earnings from Big Tech companies. But before that, it was another record close for the S&P 500. Wells Fargo’s Scott Wren and Truist’s Keith Lerner break down positioning heading into this critical week. Earnings from F5 Networks, Super Micro, Cleveland-Cliffs, Nucor and Whirlpool. Juniper Networks CEO Rami Rahim on the company’s new AI-native networking platform. RBC’s Amy Wu Silverman on what the options market is predicting about big tech earnings. Klarna CEO Sebastian Siemiatkowski on the health of the consumer. Goldman’s Eric Sheridan previews big tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does the three-month takeoff for stocks still have room to run? That question could be answered for us this week. Dan Greenhaus of Solus Alternative Asset Management breaks down what he is expecting. Plus, King Lip of BakerAvenue Wealth Management is mapping out what he is watching ahead of mega-cap earnings. And, Bank of America’s Chris Hyzy is breaking out his market playbook. He tells us what he is expecting from the Fed and what that might mean for stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The first very busy week of this earnings season wraps up, including results from Tesla, Intel and Netflix. Renaissance Macro’s Neil Dutta and Wilmington Trust’s Meghan Shue break down the action. Jon sits down with Intel CEO Pat Gelsinger on the latest quarter and the company’s progress. Former Federal Reserve board member Frederic Mishkin on the latest data and if the Fed can celebrate victory over inflation yet. Payoneer CEO John Caplan on what his data is saying about the consumer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What are stocks likely to do in the weeks ahead? Especially as we await a critical five days ahead. Professor Jeremy Siegel of the Wharton School maps out his forecast. Plus, Wedbush’s Dan Ives is changing his tune on Tesla. Earlier this week, he joined Scott Wapner at Post Nine and doubled down on his bull case for the EV maker. Now he’s saying he was “dead wrong.” He breaks down his updated take. And, Meta hit a fresh record today. Julia Boorstin explains what’s behind that major move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Space has transformed from a peacetime domain to a military one, spurring space startups to target warfighting demand. The niche of defense tech and national security space startups is gaining investor interest, with True Anomaly a recent benefactor. CEO Even Rogers joins Morgan Brennan to discuss the $100M Series B funding round it closed in December and his outlook for the first of its satellite launches later this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another busy day of earnings with Intel, Visa, T-Mobile, L3Harris, Western Digital and more reporting numbers. T-Mobile CEO Mike Sievert talks the latest quarter and how the company is competing with Verizon, AT&T. Moor Insights & Strategy CEO Patrick Moorhead breaks down Intel’s quarter. Mizuho’s Dan Dolev on Visa earnings. Franklin Equity Group Portfolio Manager Sara Araghi on earnings season so far. 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 take some profits in some of the market’s biggest winners? Light Street’s Glen Kacher maps out his market strategy. Plus, Hightower’s Stephanie Link and Virtus’ Joe Terranova break down their market playbooks. And, star chip analyst Stacy Rasgon reveals what he is watching ahead of Intel’s report in Overtime and what he is expecting for the stock this year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CSX CEO Joe Hinrich discusses the company’s quarterly earnings results, his thoughts on the broader economy, 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 busy day for earnings with Tesla, IBM, CSX, ServiceNow and more reporting and we have the numbers and what they mean, plus analyst from BD8’s Barbara Doran. Ark’s Tasha Keeney and former Tesla board member Steve Westly break down what the latest quarterly results mean. Evercore’s Amit Daryanani on IBM’s strong quarter driven by AI. Third Bridge’s Scott Kessler on ServiveNow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The rally is still rolling on … even as some are now wondering whether stocks are starting to look a little lofty. Ed Yardeni – who is still bullish – is raising some of those key questions. He makes his case. Plus, star analyst Dan Ives of Wedbush breaks down what he is watching from Tesla’s report in Overtime today. And, Kristina Partsinevelos reveals what investors need to be watching from IBM’s report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

NASA, in addition to its space exploration, has been instrumental in the innovation and development of air travel. Announcing a new partnership with Archer Aviation, the space agency & aircraft-maker will develop high-performance battery cells for electric aircraft -and potentially spacecraft. Archer Aviation CEO Adam Goldstein joins Morgan Brennan to discuss the partnership. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ark Invest’s Cathie Wood talks her underperformance to start the year and names she still likes despite record highs. Netflix is the first big tech company to report; Evercore’s Mark Mahaney and Third Bridge’s Jamie Lumley break down the numbers and the investor reaction. Susquehanna Senior Equity Analyst Chris Rolland on Texas Instruments’ latest earnings. Vital Knowledge’s Adam Crisfulli on positioning as stocks continue to charge higher. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is there enough going right for stocks to keep going up? Veritas’ Greg Branch and BMO’s Brian Belski debate their forecasts. Plus, Netflix is gearing up to release earnings in Overtime. Big Technology’s Alex Kantrowitz and shareholder Jason Snipe of Odyssey break down what they are expecting and what is at stake. And, Avery Sheffield from VantageRock is gaming out the Fed. She explains when she is expecting the first cut and what it could mean for your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

UMW CEO and Phoenix Suns & Mercury owner Mat Ishbia on the housing market, whether demand is picking up and media rights. Archer Aviation CEO Adam Goldstein on his company’s deal with NASA. Plus, it was the second-straight record close for the Dow and S&P 500. Wells Fargo’s Scott Wren and Gentrust’s Mimi Duff break down how to position at these levels. Oakmark portfolio manager Tony Coniaris talks some of his favorite stocks right now. Third Bridge’s Peter McNally reacts to earnings from United Airlines. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rockefeller’s Global Family Office Cheryl Young – who advises high net worth clients – reveals what she is forecasting for stocks. Plus, Chris Verrone is highlighting where he sees the S&P headed from here and the two sectors he is betting on right now. And, two top chip stocks moved in opposite directions today. Our Kristina Partsinevelos breaks down what is behind those moves – and what it might mean for the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Record closes for the Dow, S&P 500 and Nasdaq-100 as markets shake off a wall of worry. BD8 Capital’s Barbara Doran and Franklin Templeton Fixed Income CIO break down how stocks can power higher in the weeks ahead. Melius’ Ben Reitzes on Apple’s Vision Pro. Citi Global Head of Healthcare, Consumer & Retail Chuck Adams on the dealmaking outlook for those sectors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the S&P record a vote of confidence in the soft-landing story? Or a note of dissonance given the rally’s top-heavy leadership and lack of clarity on the interest-rate path? Trivariate’s Adam Parker and John Hancock’s Emily Roland give their expert takes. Plus, Scott Wapner sits down with billionaire and New Fortress Energy Founder and CEO Wes Edens. And, Gabelli’s Kevin Dreyer is flagging some under-the-radar stock picks he 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.

Stocks closed near session highs and powered higher throughout the final hours of trading; RBC Head of US Equity Strategy Lori Calvasina on if the early-year mini-swoon is over. Humana’s worst day since June 2023 after warning its costs would be higher-than-expected; Mizuho’s Jared Holz on what it means and how to play the sector. Nuveen CIO Saira Malik, who oversees $100B+ in AUM, talks her 2024 playbook. Cowboy Ventures’ Aileen Lee coined the term “unicorn” for private companies in 2013; now she’s back on what the next decade will look like. Plus, former Fed Vice Chair Alan Blinder on the Fed’s next moves and Citi’s Drew Pettit on playing fintech names. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is this still a routine and needed pause after an overheated rally at the end of 2023? Or is the pressure building toward something more serious? Our all-star panel of Solus’ Dan Greenhaus, Virtus’ Joe Terranova and Crossmark’s Victoria Fernandez break down their thoughts. Plus, Doug Clinton from Deepwater Asset Management is bracing for an AI bubble. He explains how this factors into his 2024 tech playbook. And, top technician Jeff DeGraaf thinks it’s time to buy the dip in small caps. He makes his case. And, Humana shares getting hit today. CNBC’s Bertha Coombs reveals what is behind that move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks bounced in the final hour but it wasn’t enough to turn the averages positive on the session. Ariel Investments’ Charlie Bobrinskoy and BNY Mellon’s Jake Jolly on how to position as earnings season ramps up. CEA Chair Jared Bernstein talks the state of the economy and the Biden administration’s plan to target bank overdraft fees. Piper Sandler analyst Patrick Moley on Charles Schwab’s sell off after earnings; Oppenheimer’s Dominick Gabriele on Discover Financial earnings. Fairlead Strategies founder Katie Stockton on why the technicals support more upside for Nvidia, despite its wild 2023. Prologis CEO Hamid Maghadam on the company’s latest quarter and how the macro environment is impacting logistics. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Has investor sentiment gotten too bullish? Josh Brown of Ritholtz Wealth Management, CNBC’s Steve Liesman and New York Life Investment’s Lauren Goodwin discuss. Plus, Morgan Stanley’s Chris Toomey makes the case for caution and breaks down what he is expecting from the Fed this year. And, star VC investor Rick Heitzmann is giving his forecast for the magnificent 7. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

John Deere is partnering with SpaceX to use Starlink, its space-based internet service to elevate its digital solutions. The heavy-equipment heavyweight has invested billions of dollars to develop digital products & services for farmers. Starlink will connect agriculture machines to internet in remote, low-connectivity areas. CTO Jahmy Hindman joins Morgan Brennan to discuss the terms of the deal, working with SpaceX and the industry-first deal. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another negative day for the major averages after bank earnings rolled on. Vital Knowledge’s Adam Crisafulli and Datatrek Research’s Nick Colas break down the market action. Interactive Brokers Chairman Thomas Peterffy reacts to his company’s latest quarterly results and how the trading environment could be impacted by the Fed’s next move. Synopsys is buying Ansys for $35B; Synopsys CEO Sassine Ghazi on the synergies behind the deal. Invitation Homes CEO Dallas Turner on the current housing market. Plus, Morgan talks with Deere CTO Jahmy Hindman on the company’s just-announced 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.

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.

Averages ended the week higher for the 10th time in the past 11. Fundstrat’s Tom Lee and MUFG Americas Head of US Macro Strategy George Goncalves break down this week’s moves and look forward to earnings season. Our Leslie Picker and RBC analyst George Cassidy react to the first wave of bank earnings. 3Fourteen Research Co-Founder Warren Pies on where he’s positioning. Ben Reitzes, Melius Head of Technology Research, talks AI’s halo effect for tech stocks in 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are investors right to declare virtual victory over inflation and position for an easier fed? And is the stock market’s two-week pause a routine refresher or a warning that the late 2023 rally ran too far? Dan Greenhaus of Solus and Invesco’s Kristina Hooper weigh in. Plus, a CNBC exclusive with Citi CFO Mark Mason following that company’s earnings report earlier today. Henry McVey breaks out his playbook for 2024 and tells us where he is seeing opportunity this year. And, it was an ugly day for airlines. TD Cowen’s top analyst Helane Becker reacts to that sector’s sell-off. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It is finally here: the first day of trading for spot bitcoin ETFs. Marathon Digital CEO Fred Thiel and Mike Belshe, Bitgo CEO, on what it means for the price and the companies involved. IBM CEO Arvind Krishna talks AI deployment, the cloud and the company’s consultancy business. CrowdStrike CEO George Kurtz on how the company is adjusting to new threats as AI usage proliferates. Former Kansas City Fed President Thomas Hoenig talks the latest inflation data. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What if you could get access to space to run applications or collect data without building your own hardware or launching a spacecraft to orbit? Loft Orbital is setting out to provide space infrastructure as a service, running some of its satellites currently in orbit and aiming to conduct “virtual missions.” Loft Orbital Co-Founder & COO Alex Greenberg joins Morgan Brennan to discuss the company’s business model, computing services from space, and its plug-and-play approach to space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.