Closing Bell

Accenture, a Fortune 500 IT service and consulting company's new thesis is that every business will be a space business. Morgan speaks with Paul Thomas Space Innovation & Technology and Aerospace & Defense Senior Managing Director John Schmidt to discuss the monitoring methane emissions for utilities, quantum computing from the cosmos, 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.

Stocks closed higher as the earnings season kicked off in earnest. Reports from Tesla, United, Netflix, Las Vegas Sands and IBM. Vital Knowledge’s Adam Crisafulli and G Squared’s Victoria Greene break down all the action. Third Bridge’s Scott Kessler digs into the IBM report. It’s a bull versus bear debate on one of the most polarizing stocks: Tesla. RBC’s Tom Narayan gives the upside case while Guggenheim’s Ron Jewsikow makes the downside pitch. Unity Software CEO John Riccitiello talks his company’s deal to work on games for Apple’s Vision Pro. 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.

All three major averages closed higher. The Dow notched its seventh straight positive session—the longest streak since March 2021. Edward Jones’ Mona Mahajan and Wells Fargo’s Sameer Samana break down the market action. Earnings from Interactive Brokers, JB Hunt and regional bank Western Alliance. CFRA’s Ken Leon looks ahead to Goldman earnings. Prologis CEO Hamid Moghadam on the latest quarter and rent demand. UBS analyst John Hodulik previews Netflix earnings. Microsoft closed at a record high; Citi’s Tyler Radke on where it goes from here. 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 hitting another new 52-week high today. So how long can the bull run really last? Alger’s Ankur Crawford and Wealth Enhancement Group’s Nicole Webb give their expert takes. Plus, Schwab’s Kevin Gordon gives his forecast for earnings and the Fed. And, Plexo Capital’s Lo Toney weighs in on Microsoft’s record high… and what it might mean for the broader big tech battle. 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 last week’s strength, in particular growth tech and small-caps popping. Truist’s Keith Lerner and Annandale Capital’s George Seay break down the market action and preview this week’s slate of earnings. Institute of International Finance’s Tim Adams on what’s ahead for bank regulations. Breakout Capital’s Ruchir Sharma talks China’s weak economic data and why America the most fiscally irresponsible of the developed nations. Plus, Fenway Summer’s Javier Saade on what to expect from Tesla earnings and former Hulu and Netflix executive Simon Gallagher on the strikes engulfing Hollywood. 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 closed higher on the back of strength from UnitedHealth while the S&P 500 and Nasdaq both snapped four-day winning streaks. G Squared Private Wealth’s Victoria Greene and Wells Fargo’s Scott Wren break down the market action and look ahead to next week’s busy earnings. Intuit CEO Sasan Goodarzi talks its generative AI product and how the consumer is doing. Anthropic just launched its “Claude 2” AI chatbot; co-founder Daniela Amodei talks what makes its product different and how the FTC could impact the industry. Sunnova CEO John Berger talks his stock’s big move higher and solar demand amid rising rates and macro headwinds. Guideline CEO Kevin Busque on the company’s new 401k product and Hennessy Funds’ David Ellison looks ahead to next week’s bank earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Averages extended recent strength, closing positive each day this week. BD8’s Barbara Doran breaks down the market action while our Steve Liesman on the impact of James Bullard stepping down from the St. Louis Fed next month. Goldman Sachs analyst Richard Ramsden in a rare media appearance gives his bank stock playbook. SoFi CEO Anthony Noto talks student loans and its soaring stock price. Priceline CEO Brett Keller on travel trends during this red-hot summer. PitchBook Senior VC analyst Kyle Stanford gives his outlook on the second half for the VC world. Our Courtney Reagan on the stock impact of the coming Barbie movie. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are stocks on the road to a record high – as a strategist at Goldman Sachs suggested earlier today? Adam Parker of Trivariate, Hightower’s Stephanie Link and Veritas Financial’s Greg Branch give their takes. Plus, Wells Fargo’s Mike Mayo breaks down what he is watching ahead of tomorrow’s bank earnings. And, professional golfer Annika Sörenstam joins Scott Wapner live in Lake Tahoe to talk all things sports, equal pay and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Since launching their first-ever successful orbital launch in October 2022, rocket maker and in-space services company Firefly Aerospace has kept busy. Firefly has doubled its manufacturing facilities, inked deals with NASA, the US Space Force, and Lockheed Martin—and now is on the cusp of raising more cash. CEO Bill Weber returns to the podcast with Morgan to discuss the startup’s diversification strategy, recent acquisitions and plans to go public. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nasdaq and S&P 500 close at fresh 52-week highs today. Fundstrat’s Tom Lee makes the case for more gains in the short-term after a cooler-than-expected CPI print. Baker Hughes CEO Lorenzo Simonelli on the global demand for energy and the future of LNG. Recursion stock soared 78% today after announcing a partnership with NVIDIA; CEO Chris Gibson on what AI can do for pharma. Morgan reports on a whistleblower lawsuit accusing Medtronic of prioritizing profits over patients. RXR CEO Scott Rechler on the state of real estate and the massive amount of commercial real estate debt coming due in the next three years. Plus, our Phil LeBeau on what to expect from Delta Air Lines earnings tomorrow. 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 fate of this summer rally? AJ Oden of JP Morgan Global gives his expert market take. Plus, Activision Blizzard CEO Bobby Kotick gives his first take on the FTC clearing the way for Microsoft’s push to buy his company. And, Bryn Talkington weighs in on the big move in cybersecurity stocks today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back-to-back positive sessions for the major averages. Canaccord Chief Market Strategist Tony Dwyer breaks down the market action. Jefferies analyst Andrew Uerkwitz on the FTC losing its bid for a judge to temporarily halt the Microsoft acquisition of Activision Blizzard. eToro US CEO Lule Demmissie on where retail investors are putting money to work. Goldman’s Salveen Richter on top picks in the biotech sector. Wyze CEO Yun Zhang on why the reward is worth the risk of putting his products on Amazon’s website. KBW Analyst Michael Brown on why he is upgrading BlackRock. 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 lean in to this market or back off and wait for a better entry point? Lauren Goodwin of New York Investment Management and Gabriela Santos of JP Morgan Asset Management give their takes. Plus, CI Barrett’s Amy Kong explains where she is seeing strength in tech and health care. And, Eric Johnston of Cantor Fitzgerald defends his bear case. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Averages close near session highs and snap a three-day losing streak. Wilmington Trust’s Meghan Shue and Barclays’ Venu Krishna break down the market action. Teamsters President Sean O’Brien gives an update on negotiations with UPS. Collin Roche, GTCR Co-CEO, discusses his firm’s purchase of a majority stake in Worldpay from Fidelity National. Plus, KranseShares CIO Brendan Ahern on the rally in Chinese stocks and MOffettNathanson’s Lisa Ellis on her new call on Visa and Mastercard. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As earnings season gets underway and the Fed apparently intent on raising interest rates a couple more times – at least… what’s next for the rally? Dan Greenhaus of Solus Alternative Asset Management and Nicole Webb of Wealth Enhancement Group give their takes. Plus, Goldman Sachs’ Elizabeth Burton is weighing the risk-reward going into the second half. And, Leslie Picker breaks down the Fed’s new push to tighten rules and raise capital requirements on some banks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Averages close near session lows and notch their second negative week in the past three. BD8 Capital Partners’ Barbara Doran and Crossmark’s Bob Doll break down the market action. Evercore’s Mark Mahaney on the potential stock upside for Amazon with AI. Former Atlanta Fed President Dennis Lockhart on today’s lighter-than-expected jobs report and looks ahead to next week’s bank earnings. Plus, EQT Exeter CEO Ward Fitzgerald on opportunities in industrial real estate and closing its latest fund. 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 closed lower again. Richard Bernstein Advisors’ Dan Suzuki and Vital Knowledge’s Adam Crisafulli break down the market action. Jon is in Seattle at Amazon HQ for an exclusive interview with CEO Andy Jassy covering AI, the consumer, inflation, supply chain and much more. Plus, previewing tomorrow’s important jobs report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will tomorrow’s jobs report seal the fate for more Fed hikes this year? And what might that mean for markets? Tony Pasquariello of Goldman Sachs gives his take. Plus, Big Technology’s Alex Kantrowitz breaks down what’s at stake as Meta’s threads launches to take on Twitter. And, BTIG’s Jonathan Krinsky is flagging one sector that has underperformed this year that he says could bounce back in a big way. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Specializing in Earth-observation satellite, Satellogic possesses the world’s largest constellation of sub-meter resolution satellites. With roughly forty satellites in orbit, the company’s goal is eventually to remap the surface of the planet everyday and create a live catalog of data. Seeing use cases span across insurance, infrastructure, energy, agriculture & more, the company’s revenue has grown 42% since last year—but the company’s stock has plunged 80% since going public. Satellogic CEO Emiliano Kargieman joins Morgan to discuss the constellation, tech capabilities, and Satellogic’s business case. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Averages closed lower after Tuesday’s market holiday. Truist’s Keith Lerner and Wells Fargo’s Darrell Cronk break down the market action. Broughton Capital’s Donald Broughton walks us through the impact of the Teamsters strike on the shipping industry and stocks like UPS and FedEx. JPMorgan Co-Head of US Rates Strategy Jay Barry discusses the second-half outlook for rates. Wahid Nawabi, AeroVironment CEO, talks what a successful China visit for Treasury Secretary Janet Yellen would look like. Plus, Hightower’s Stephanie Link on her second-half playbook and Wedbush’s Dan Ives on Amazon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can stocks make their peace with rising bond yields and further fed tightening? And what might all that mean for stock market leadership? Trivariate’s Adam Parker gives his expert market take. Plus, Chris Verrone of Strategas believes the road ahead for rates could determine the market’s direction. He explains. And, Meta is taking on Twitter with its new app. Julia Boorstin breaks down what this might mean for the company’s bottom line. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks closed higher on the first trading day of the second half of the year, notching small gains after an up-and-down holiday session. Dan Greenhaus from Solus and Matt Stucky from Northwestern Mutual debate the market’s next move. CFRA’s Garett Nelson, who just increased his price target on Tesla, discusses the company’s strong delivery numbers. Hashicorp CEO Dave McJannet talks about the outlook for enterprise software demand and M&A in the space. Plus the latest on the banks, a preview of OPEC’s meeting this week, and a debate on the impact of the Supreme Court’s Affirmative Action decision on the workforce. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fundstrat’s Tom Lee raising his S&P price target in his second half outlook. He explains why… and debates that call with long-time bear Greg Branch of Veritas Financial. Plus, King Lip – chief strategist at Baker Avenue Wealth – breaks down his second half playbook for the tech sector. And, Courtney Garcia of Payne Capital weighs in on the opportunities she is sees as we head into the back half of the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Where does your money go from here? Wharton School Professor Jeremy Siegel and NewEdge’s Cameron Dawson give their expert market takes. Plus, Deepwater’s Gene Munster sees a clear path to $4 trillion for Apple. He explains. And, Truist’s Keith Lerner breaks down the pockets of opportunity he is seeing right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a series of development spaceflights, all eyes are on Virgin Galactic's first flight of paying customers. The company will send three Italian crew members on a suborbital ride to the edge of space. In an exclusive interview, CEO Michael Colglazier discusses the milestone with Morgan from New Mexico. 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 and S&P 500 moved higher today. Allspring’s Ann Miletti and LPL Financial’s Jeff Buchinder break down the market action. Nike shares fell in Overtime trading after reporting earnings. CFRA’s Zachary Warring discusses the stock. Joby Aviation stock is up 54% so far this week. Our Phil LeBeau on the reason behind the surge. Morgan sits down with Virgin Galactic CEO Michael Colglazier live in New Mexico after the company’s first commercial flight. PagerDuty CEO Jennifer Tejada talks the company’s stock performance and incorporating AI for its customers. MKM Partners Chief Market Technician JC O’Hara on top picks in small-caps. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We are in the final stretch of the first half… so is it time for more offense in your portfolio? Requisite Capital’s Bryn Talkington gives her forecast. Plus, Inflection AI secured $1.3 billion in a new round of funding led by Microsoft and brand new investor Nvidia. The company’s CEO and co-founder Mustafa Suleyman breaks down the latest. And, Schwab’s Omar Aguilar is breaking out his second half playbook. He explains where he sees opportunity in the market right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow and S&P 500 closing lower while the Nasdaq was positive. Adam Crisafulli, Vital Knowledge founder, breaks down the market action. Needham’s Raji Gill reacts to Micron’s earnings. Mastercard CEO Michael Miebach sits down with Morgan for an exclusive interview on the consumer, global economy and a new crypto initiative. Advisors Capital Management CIO Charles Lieberman and Wedbush’s Bruce Harting on the state of banks after the latest Fed stress test. Snowflake CEO Frank Slootman on its AI strategy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The future of the tech rally is front and center for investors – with Apple and Nvidia taking center stage. Big Technology’s Alex Kantrowitz gives his forecast for the sector. Plus, Evercore’s Roger Altman weighs in on the fed and when he thinks the next rate hike could be. And, top bank analyst Mike Mayo explains what he is watching ahead of the release of the bank stress tests. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks closed sharply higher as the Nasdaq led a strong rally on Wall Street. Venu Krishna from Barclays and David Doyle from Macquarie discuss the action and their outlooks for the market. Value investor Bill Nygren shares his top picks at current levels. Compass CEO Robert Reffkin gives his forecast for real estate, following strong new home sales data. Plus the Bernstein analyst who just downgraded Alphabet, and a gut check on Tesla’s valuation. 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 momentum to keep the bulls charging ahead? Avery Sheffield of Vantage Rock gives her expert take. Plus, Ed Yardeni dropped a mid-day note saying “the permabears will have to postpone their imminent recession yet again.” He explains his stance and what it means for your money. And, Renaissance Macro’s Jeff DeGraaf is charting where he sees stocks headed from here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Averages closed in the red, near the lows of the session. Neuberger Berman’s CIO breaks down the market action and gives his second half playbook. Eurasia Group President Iam Bremmer breaks down what’s next for Europe and the US. Lucid Motors CEO Peter Rawlinson discusses his company’s deal with Aston Martin that sent the stock higher today. Nucor CEO Leon Topalian talks Nucor’s upbeat guidance and infrastructure spending amid rising rates. Databricks CEO Ali Ghodsi on MosaicML and what’s next for the company. Plus Richard Haass talks geopolitical fallout from the weekend events in Russia. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will the second half of the year bring second thoughts about the tech trade? Star Wedbush Analyst Dan Ives gives his expert take. Plus, Victoria Greene of G Squared Private Wealth drills down on the energy trade. And, Sofi’s Liz Young is breaking down her second half playbook. She explains her forecast for stocks and what the Fed might do next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages snapped multi-week winning streaks as stocks fell in Friday trading. JP Morgan’s Jack Caffrey and Invesco’s Brian Levitt discuss the weakness in the shortened week and the outlook going forward. Disney, Coca-Cola, and Under Armour board member Carolyn Everson, who was previously an executive at Facebook, gives her read on the consumer and post-pandemic spending. CFRA’s Sam Stovall gives a key piece of advice for investors in the second half. Plus an under-the-radar sector worth a look, why Virgin Galactic’s stock fell to earth, and a big change for Florida real estate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nasdaq is on track to break an 8-week win streak. So, is the tech exuberance fading? Dan Greenhaus of Solus Asset Management gives his take on the sector. Plus, CIC Wealth’s Malcolm Ethridge breaks down the key stocks he is betting on right now. And, Goldman Sachs is facing a big writedown on its troubled Greensky deal. CNBC.com’s Hugh Son explains that exclusive scoop. 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 snap three-day losing streaks. BD8 Capital’s Barbara Doran and Citi’s Scott Chronert break down the market action, plus a discussion on why the regional bank ETF KRE is falling again. Is Blackrock’s bitcoin ETF a wolf in the henhouse? Morgan Creek’s Mark Yusko discusses if it is good or bad for the cryptocurrency. Betterment CEO Sarah Levy on where retail is positioned. Nuveen’s Carly Tripp on under-the-radar opportunities in the real estate sector. Plus, Cleo Capital’s Sarah Kunst on how the FTC’s big tech battle impacts small tech firms. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The story of SpaceX hinges on a number of key early figures, including famed propulsion engineer Tom Mueller. Retiring from SpaceX in 2020 to start his own company focused on developing a space tug, Mueller joins Morgan to discuss his new venture, rocket science, his time at SpaceX and the economic potential of deep space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dubravko Lakos of JP Morgan had a fresh note that had all of Wall Street talking today. He gives his take on where stocks could be headed from here. Plus, Alger’s Ankur Crawford breaks down the big tech stocks… and under-the-radar names she’s betting on right now. And, Former Dallas Fed President Richard Fisher gives his forecast for the Fed and when he thinks the next rate cut could happen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The third straight down session for the major averages. Wedbush’s Sahak Manuelian and Bespoke’s Paul Hickey break down the market action. Former FTC Commissioner Mozelle Thompson on the FTC’s probe in Amazon Prime. Ruchir Sharma, Rockefeller International Chairman, on his new column breaking down why investors are moving towards India and away from China. Shift4 CEO Jared Isaacman has insights into restaurant, hotel and other business spending levels; he talks why he still sees a strong summer ahead. Our Eamon Javers previews his new documentary on China’s corporate spy war. KBW’s Jade Rahmani on KHB earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed is apparently intent on hiking even more, so what does that mean for the big bull run? Ritholtz Wealth Management’s Josh Brown weighs in. Plus, Cantor’s Eric Johnston is doubling down on his bear case … again. He explains why he is still seeing risk in the market. And, CME’s Terry Duffy weighs in on Powell’s testimony today and what more rate hikes 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.

Averages closed lower today but near best levels. Vital Knowledge’s Adam Crisafulli breaks down the market action and reaction to weak FedEx earnings. Broughton Capital’s Donald Broughton on why FedEx stock is selling off in Overtime after Q4 results. PSEG CEO Ralph LaRossa talks EV charging and utilities as the Infrastructure Act money begins rolling out. eToro U.S. CEO Lule Demmissie talks what retail investors are doing with AI stocks. HilltopSecurities Tom Kozlik breaks down what he calls a historic opportunity in municipal bonds. Our Scott Cohn breaks down the top states in a slowing economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cyclical sectors like industrials, materials and small caps are posting a pretty good month. So is that a sign of even brighter things to come for your money? Liz Ann Sonders from Charles Schwab gives her market forecast. Plus, Capital Wealth Planning’s Kevin Simpson is ringing the register on one hot sector. He explains why. And, Leslie Picker breaks down what the IPO landscape could look like post-Cava’s market debut. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks lost steam through the session, closing lower for the day but notching another positive week. Our Bob Pisani talks the impact of the market rebalancing happening today. Unlimited Funds’ CIO Bob Elliott breaks down the market action. Moor Insights & Strategy’s Patrick Moorhead talks Micron’s bet on China and what it means for investors. Former Morgan Stanley Asia Chairman Stephen Roach talks the latest on China and why so many Western CEOs are visiting the country recently. Bank of America’s Chief Equity Technical Strategist on why he is calling this the FOMO breakout and summer rally. Flexport CEO Dave Clark on his company’s acquisition of Shopify’s logistics business. Morgan talks the AI investments going on right now in defense. Our Brandom Gomez reports on the racial pay gap ahead of the federal Juneteenth holiday. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will there be a big rally before a big collapse? Cheryl Young of Rockefeller Family Office gives her take. Plus, Chinese automakers are becoming a major player in the European EV space. So, might they make a big push to expand here in the U.S.? Phil Lebeau gives a live report from London about what could be next. And, star Wedbush analyst Dan Ives makes the bull case for Palo Alto. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks were in rally mode the day after the Fed announced its pause. Fundstrat’s Tom Lee, a longtime bull, and Edward Jones’ Mona Mahajan break down the market action. Adobe shares have been on a tear; Q2 earnings from the tech company sending the stock even higher. Barclays analyst Saket Kalia makes his case for the stock. Evercore ISI Chairman Ed Hyman joins to talk the Fed’s path forward. AdvisorShares CEO Noah Hamman discusses CAVA’s strong first day of trading and what it would take for him to buy shares. Former Wells Fargo CEO Dick Kovacevich talks what’s going on in bank stocks and what he expects from the Fed. After CAVA shares nearly doubled on its first day of trading, NYSE President Lynn Martin talks the IPO pipeline and if the freeze on new offerings is over. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.