Closing Bell

Major averages closed lower to end the week, marking two straight negative weeks for the Dow and S&P 500. Crossmark’s Bob Doll and GenTrust’s Mimi Duff break down the week of action and look ahead to next. Anduril Industries ranked #7 in this year’s CNBC Disruptor 50; founder Palmer Luckey talks all things defense, including the role of AI in the industry. Our Julia Boorstin takes a look at the possible impact Twitter’s new CEO will have on its ad revenue. Perrigo CEO Murray Kessler on the FDA advisory panel voting to recommend the company’s OTC birth control. Plus, three key stocks picks for your portfolio from Bruderman & Co.’s James Bruderman. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elon Musk stepping aside as CEO of Twitter – presumably to spend more time on everything else he has going on… including Tesla. That stock is now looking for momentum. EMJ’s Eric Jackson gives his forecast. Plus, Morgan Stanley’s Chris Toomey says one sector is “priced to perfection.” He explains which one and why. And, Jessica Inskip of Options Play highlights the key technical levels investors should be watching. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dow closed lower today, dragged down by Disney. The S&P 500 also fell while the Nasdaq ended in the green. 248 Ventures’ Lindsey Bell and Annandale Capital’s George Seay talk today’s market action. CFPB Director Rohit Chopra, who sits on the FDIC Board, discusses the FDIC’s proposal to replenish its $16B hole in deposit insurance after a string of bank failures. He also talks the CFPB’s new guidelines for personal financial data. Unity Software popped after a strong quarterly report; CEO John Riccitiello discusses what’s next. Andreessen Horowitz’s Katherine Boyle joins on the firm’s new investing in “American Dynamism” fund and why founders are excited to invest in companies that move America’s institutions forward. Plus, MoffettNathanson’s Michael Nathanson talks the Disney bull case after its worst day in six months. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wedbush’s Dan Ives is calling Alphabet’s latest push is a defining moment in the AI race. He makes his case. Plus, Capital Wealth Planning’s Kevin Simpson breaks down where he is finding opportunity amid all of the volatility. And, Marci McGregor of Bank of America Merrill Lynch explains why she thinks defense is the best strategy in this 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.

While publicly traded space startups have seen prices plummet back to earth since spinning off as SPAC companies, some investors are finding opportunities in the sector. Morgan discusses the investing landscape with ProcureAM CEO Andrew Chanin, whose firm issues the first pure-play space ETF. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings season for New Space is kicking into high gear, some analysts are seeing a tale of two companies. Morgan chats with Ron Epstein, Bank of America analyst, to break down results from Virgin Galactic and Rocket Lab – and why he sees a $1 trillion dollar opportunity in space. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Averages closed near session highs with S&P 500 and Nasdaq in the green and Dow slightly negative. Axonic’s Peter Cecchini and Vital Knowledge’s Adam Crisafulli talk the market action and react to a raft of earnings including Robinhood, Unity Software and Beyond Meat. Dow component Disney fell after reporting earnings. Wolfe Research’s Peter Supino broke down the negative investor reaction while former Amazon Studios head Matthew Ball talked long-term streaming strategy. Fresh from the stage at Google I/O conference, Google Cloud CEO Thomas Kurian talked the new AI tools GCP is offering and the intense cloud competition among big tech giants. Plus, Twilio CEO Jeff Lawson after his stock tumbled following weak guidance. 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 catalyst for stocks to move higher? Is it rate cuts? Tom Lee of Fundstrat gives his forecast. Plus, Disney is set to report after hours. Victoria Fernandez of Crossmark Global Investments owns the stock and gives her take on what she’s watching from those numbers. And, Former Fed Governor Frederic Mishkin weighs in on the inflation situation 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.

Major averages closed lower today. Wilmington Trust’s Meghan Shue and Decatur Capital CEO Degas Wright break down the market action amid earnings from Affirm, Airbnb, EA, Wynn, Occidental, Rivian, Twilio and IAC. IBM CEO Arvind Krishna weighs in on the company’s new AI offering Watsonx and the macro environment in tech spending. Former Atlanta Fed President Dennis Lockhart weighs in on the debt ceiling talk and when the market will begin to worry. Plus, GlobalFoundries CEO Thomas Caulfield talks the semiconductor business and whether there are signs of softening. Our Julia Boorstin launches this year’s Disruptor 50 list. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

…or is it getting worse? And what – if anything – can get us out of this stubborn trading range? Courtney Garcia of Payne Capital gives her take. Plus, Mark Okada of Sycamore Tree Capital is forecasting a recession – he explains the big catalyst behind that call. And, Mike Santoli weighs in on what the debt ceiling duel could mean for the markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Secretary Yellen joined in a live interview, saying she can’t rule out a recession but doesn’t think it’s the most likely path for the US economy. She also said there are no good options if the debt ceiling isn’t raised. Markets ended the session little changed. Miller Tabak’s Matt Maley and Cantor Fitzgerald’s Eric Johnston break down the market action. Earnings from PayPal, Palantir, Lucid. Unlimited CEO Bob Elliot on the latest developments in the regional banking crisis. Our Julia Boorstin previews CNBC’s Disruptor 50. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What should investors be doing right now with many major issues still unsettled? Trivariate’s Adam Parker and Nicole Webb of Wealth Enhancement Group give their expert market takes. Plus, Rashaun Williams of Manhattan Venture Partners weighs in on the state of the IPO market and if he thinks a thaw is happening in the space. And, JPMorgan’s Meera Pandit is breaking down recession risks and if rate cuts could be on the table in 2023. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets surged to end the week, but it wasn’t enough for the Dow and S&P 500 to close positive week-to-date. The Nasdaq eked out a green week. Crossmark Global’s Victoria Fernandez and PIMCO’s Tony Crescenzi broke down the week that was and the week ahead while Renaissance Macro’s Neil Dutta talked the Fed impact. GTIS Partners CIO Tom Shapiro discussed the regional bank turmoil and why investors are worried about the commercial real estate market. Shift4 CEO Jared Isaacman discussed consumer spending and summer trends, plus reacted to a recent short seller report targeting his company. Janus Henderson Investments CEO Ali Dibadj on the retail investor and client flows amid recent market volatility. CNH Industrial CEO Scott Wine talked the global demand picture and how agriculture and construction sectors are holding up. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can this teetering rally go much further in the weeks ahead – especially if the Fed is finished? Professor Jeremy Siegel of the Wharton School gives his take. Plus, Former Federal Reserve Vice Chairman Richard Clarida weighs in on the road ahead for the Fed and the odds of a recession. And, the WSJ’s Gunjan Banerji breaks down the crucial moments of the trading week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fourth straight day of losses for the major averages as regional bank worries continued to spook investors although stocks closed well off worst levels. Apple reported earnings. We have you covered from every angle with Evercore’s Amit Daryanani, Fortt Pitt’s Daniel Eye and Patrick Moorhead of Moor Insights and Strategy. Bespoke’s Paul Hickey joined us to break down the market action from a busy Overtime of earnings, including: Block, Coinbase, Booking Holdings, Expedia and Lyft. DoorDash shares popped after a strong quarter; CEO joined Jon Fortt in an exclusive interview to talk the quarter. Randal Quarles, former Fed Vice Chair for Supervision, discussed the continued weakness in regional banks and what happens if there is another sale. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple is reporting results after the bell in Overtime. Star Wedbush Analyst Dan Ives breaks down what to watch and what’s at stake. Plus, Dubravko Lakos of JP Morgan breaks down what the fed’s next move might be. And, Lauren Goodwin of New York Life weighs in on the turmoil in the regional banks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The International Space Station’s calendar is loaded with human spaceflights this year— but with Axiom Space’s Ax-2 mission delayed, a traffic jam may be underway. Morgan speaks with Axiom board member and former Blue Origin president, Delalune Space CEO Rob Meyerson to discuss Ax-2, the future of manufacturing and the lunar economy. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks slid into the close today after Fed Chair Jay Powell’s press conference. Jefferies Chief Market Strategist David Zervos and Unlimited CEO Bob Elliott break down the market’s reaction to the Fed’s 10th hike in a little over 12 months. Former Fed Vice Chair Alan Blinder and former CEA Chair Jason Furman read the tea leaves from Powell and the Fed. Qualcomm shares slid in Overtime after issuing weak guidance; Susquehanna analyst Chris Rolland discussed what investors should do with the stock. Host Hotels CEO Jim Risoleo joins the show after the company posted strong earnings and raised its full-year forecast; he talks the state of his customers and where they are spending money. Plus, Bernstein’s Toni Sacconaghi previews tomorrow’s big tech behemoth reporting: Apple. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bond king Jeffrey Gundlach of Double Line gives his first, exclusive take to the fed’s rate hike and Chair Powell’s news conference. Plus, Sofi’s Liz Young drills down on the big market headwinds that could be ahead for investors. And, Charles Schwab’s Liz Ann Sonders breaks down what is at stake … and if there could be more rate hikes ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks fell sharply today, although off worst levels after paring some losses in the final hours of trading. Regional banks were among the hardest hit stocks; Vital Knowledge’s Adam Crisafulli on why this selling feels worse than in March. iCapital’s Anastasia Amoroso gives her take on the market action and earnings so far. It was a busy day of earnings, including: Ford, Starbucks, AMD and Simon Property. An exclusive interview with Microstrategy Executive Chairman Michael Saylor after the company posted strong earnings; he weighs in on bitcoin’s rally, the company’s dual strategies and why the banking crisis is bullish for crypto. Chegg stock fell nearly 50% after warning AI was hurting potential new business; CEO Dan Rosensweig joined in an exclusive interview to discuss why investor fears were “overblown.” Wedbush analyst Matt Bryson on AMD’s quarter and the stocks weakness in Overtime. Box CEO Aaron Levie talks the upside of AI for human productivity…with the right guardrails. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It was an ugly day on Wall Street ahead of tomorrow’s crucial Fed decision. CNBC Senior Markets Commentator Mike Santoli, New Edge’s Cameron Dawson and Cantor’s Eric Johnston give their market takes. Plus, David Chiaverini from Wedbush breaks down the big move lower in regional banks. And, top chip analyst Stacy Rasgon weighs in on the semi space… and what is at stake as AMD reports in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks close mostly lower, paring some afternoon gains. The Bahnsen Group’s David Bahnsen and Invesco’s Brian Levitt break down how earnings have fared so far. Former Uber Chief Business Officer Emil Michael talks possible green shoots for the IPO market, including a potential ARM offering. EQT CEO Toby Rice discusses his company’s stock outperformance despite natural gas prices falling. Former Reserve Bank of India Governor Raghuram Rajan on JPMorgan’s First Republic acquisition. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

… or is the old cliché “sell in May and go away” your best strategy? Josh Brown of Ritholtz Wealth Management and Marci McGregor of Bank of America Merrill Lynch give their expert market takes. Plus, Fundstrat’s Mark Newton is breaking down the key S&P level to watch ahead of this week’s Fed meeting. Plus, a rundown of what to watch when MGM reports results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks surging to close out the week as the Dow posts its best month since January. Intel CEO Pat Gelsinger discusses the chipmaker's latest earnings and the outlook for chip demand. Former FDIC Chair Sheila Bair reacts to the FEd's latest data on bank balance sheets. The Production Board CEO David Friedberg discusses how fears over banks is impacting the credit environment. And Cowen's Shaul Eyal on the cybersecurity stocks that could be the big winners from more industry consolidation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hopes for a deal that could keep First Republic afloat and independent are dimming – but a government-enabled solution could be taking shape. David Faber breaks down the latest. Plus, Lauren Goodwin of New York Life Investments and Stephanie Link from Hightower weigh in on the week that was … and what’s at stake for stocks next week. And, Greg Branch of Veritas Financial says that stocks could retest the October lows – and it could happen sooner than you might think. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Averages surged today with the Dow posting its best day since January. BD8 Capital’s Barbara Doran breaks down the action on the busiest day of earnings. L3Harris CEO Chris Kubasik joined in an exclusive interview after the company posted strong earnings. Amazon gained sharply in overtime on strong results; Arjuna Capital’s Natasha Lamb and Raymond James’ Aaron Kessler break down the move while former exec and CommerceIQ CEO Guru Hariharan discussed the e-commerce side of the tech giant. Plus, our Deirdre Bosa spoke with Amazon’s CFO and Morgan dove deep on the company’s space ambitions. Intel also reported; shares were volatile. Susquehanna’s Chris Rolland on why he is becoming more favorable towards the stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will Amazon’s earnings keep the momentum going for the mega-caps? Evercore’s Mark Mahaney gives his take ahead of those key numbers. Plus, stocks got a big pop in today’s session with the Dow jumping more than 500 points. Ed Yardeni of Yardeni Research breaks down the crucial, final moments of trade. And, T. Rowe Price’s Sebastien Page weighs the odds of a “market zombie apocalypse.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

While the most powerful rocket ever built didn’t reach orbit last week, SpaceX’s back to launching its other super heavy-lift rocket. A Falcon Heavy will carry the first of Viasat’s newest satellites for its next constellation as early as Thursday night. Morgan discusses the mission with Viasat co-founder & chairman Mark Dankberg—alongside the business of connectivity, cybersecurity following its Russian hack last year and its pending merger with Inmarsat. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

While private space investment plummeted back to earth in the recent capital drought, VCs may be looking for a rebound. According to Seraphim Space Index, total investment rebounded 75% to $1.4 billion. Morgan sits down with Seraphim Space CEO Mark Boggett at the Space Symposium to discuss the private market landscape and his outlook. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nasdaq finished higher after strength from big tech and software, but Dow and S&P 500 posted their second straight negative session. Vital Knowledge’s Adam Crisafulli broke down the market action amid another raft of earnings. Meta stock soared in overtime; Bernstein analyst Mark Shmulik and Mighty Capital’s SC Moatti give instant reaction to the company’s strong quarter. Neuberger Berman’s Joseph Amato on what earnings season has told investors so far. Norfolk Southern CEO Alan Shaw joins Morgan in an exclusive interview to discuss the quarter and what’s next in East Palestine, Ohio. Boston Scientific posted a strong quarter; Jon sat down with CEO Mike Mahoney on patient demand returning for elective procedures. Plus, earnings from Roku, Mattel, ServiceNow, Ebay and Teladoc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta preparing to report results after the bell after beats from Microsoft and Alphabet. But the big, looming question is: can Meta’s momentum continue after a strong run this year? Bryn Talkington of Requisite Capital and George Seay of Annandale give their expert takes. Plus, Disney is suing Florida Governor Ron Desantis over what the company is calling a “relentless campaign to weaponize government power.” NYT columnist Jim Stewart – who wrote the book on Disney – weighs in. And, we debate the state of the consumer with Victoria Fernandez from Crossmark Global. 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 fell today; it was the second straight negative session for the Nasdaq. Wedbush’s Sahak Manuelian on what areas of the market he likes now. Earnings from mega-cap tech stocks Microsoft and Alphabet, plus Visa, Chipotle and Texas Instruments. Chipotle CEO on the latest quarter, input costs and hiring. Klarna CEO Sebastian Siemiatkowski on the state of the consumer and fintech. DA Davidson’s Gil Luria reacts to Microsoft’s quarter, including Azure. Our Deirdre Bosa on what Alphabet CFO Ruth Porat told her about the quarter while Rosenblatt’s Barton Crockett reacts to the search giant’s quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will the impending reports from the giants of the Nasdaq ease or exacerbate investor worries? Lo Toney of Plexo Capital, Malcolm Ethridge of CIC Wealth and Nicole Webb of Wealth Enhancement Group give their expert takes. Plus, Ana Arsov – Co-head of Global Banks at Moody’s – weighs in on First Republic’s huge drop. She tells us what this might mean for the broader banking sector. And, PIMCO’s Erin Browne breaks down one key part of the market that she thinks could hold up during a downturn. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks mixed in volatile session ahead of huge week of earnings. Bowersock Capital’s Emily Hill and 3Fourteen Research’s Warren Pies break down the action. Evercore’s Krishna Guha gives the inside story on the real debate going on inside the Fed right now. First Republic reported its earnings in a closely watched report; Unlimited’s Bob Elliott on what numbers are most important. Zscaler and Rubrik are teaming up on a new cyber security partnership; the CEOs join to discuss investment in the sector. Plus, RBC’s Brad Erickson on the monster week ahead in tech earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

First Republic popped in today’s session, ahead of its crucial earnings report after the bell. Wedbush’s David Chiaverini breaks down what to expect and what it could mean for the broader regional bank space. Plus, Sofi’s Liz Young and Trivariate’s Adam Parker weigh in on the state of stocks as we kick off a fresh week of trading. And, EMJ’s Eric Jackson gives us a rundown of what to watch ahead of the parade of big tech earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks ended slightly higher today but end the week in the red. Bleakley’s Peter Boockvar and G Squared Private Wealth’s Victoria Greene discuss the market action and lookahead to a busy week of earnings. Freeport-McMorgan shares fell today after reporting earnings; CEO Richard Adkerson discusses global demand for copper and the company’s execution. Former CEA Acting Chairman Tomas Philipson discusses the Fed’s path ahead of next week’s FOMC meeting. New Street Advisors’ Delano Saporu gives his favorite big tech stock name; Microsoft, Alphabet, Amazon and Meta all report in the coming days. Plus, our Hugh Son takes a look at First Republic and what to expect when it reports numbers next week. Morgan sits down with Space Force’s General Chance Saltzman in his first interview since taking on the role of Chief of Space Operations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is this rally on the ropes – and if so – will the biggest names in the market save it or sink it? Lauren Goodwin of New York Life Investment Management and Avery Sheffield of Vantage Rock give their expert forecasts. Plus, NYU’s Aswath Damodaran – the so-called Dean of Valuation – breaks down what is at stake for big tech stocks during next week’s major earnings. And, 5-star stock advice from Capital Wealth Planning’s Kevin Simpson. He tells us where he is making moves ahead of the big week on deck. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SpaceX's first test flight of Starship is pointing to a trend manifesting across the industry: bigger rockets. While Starship is a unique case, other companies are developing their own larger vehicles. Relativity Space, a CNBC Disruptor valued at $4.2 billion, is a private player known for 3D printing rockets having successfully flown its Terran 1 rocket for the first – and final – time in March. But now, the company is moving towards a larger medium to heavy lift rocket meant to complete with larger players in the space. Morgan discusses the pivot with CEO Tim Ellis from the Space Symposium. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

While the space economy has blasted off, diversity in the workforce has not kept pace. One industry initiative looking to bring more under represented groups into the fold – the Space Workforce 2030 pledge – is unveiling its first annual report. Morgan sits down with Aerospace Corporation CEO Steve Isakowitz to discuss the business case for a more diverse workforce and industry trends from the Space Symposium. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace 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 lower today but off worst levels. Vital Knowledge’s Adam Crisafulli and Northwestern Mutual’s Brent Schutte give their take on the market action. Fortress Investment Group’s Wes Edens sat down with Morgan Brennan in an exclusive interview. He discussed the next phase of Brightline’s high-speed train in southern Florida: connecting Orlando and Miami, plus Brightline’s plans for the West Coast. Edens also talked the banking crisis and the natural gas market; hear what he calls his “hot stock tip.” Ark Invest’s Cathie Wood joins in a two-part interview to talk her top holdings, including Tesla after disappointing earnings, plus the macroeconomic picture and what the Fed should do next. Our Hugh Son gave his regional bank report card after a week of earnings. Plus, Morgan reports on today’s SpaceX launch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alphabet announced what some are calling a major reshuffling. This as it races to fend off Microsoft and others are investing in this new frontier. CNBC’s Steve Kovach weighs in on if this is a sign that Google is going all in on AI.Big Technology’s Alex Kantrowitz gives his expert take on this move and Alphabet shareholder Malcolm Etheridge of CIC Wealth tells us what he is doing with the stock now. Plus, the key levels investors need to be watching, a complete earnings rundown and commentary from market expert Mike Santoli. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Space is critical infrastructure, integral to many aspects of daily life. That’s why military experts worry it could be subject to the first strikes in a major conflict. Morgan sits down with the new head of the U.S. Space Force, CSO General Chance Saltzman, from the Space Symposium in his first interview since ascending to the service's highest-ranking military role. They discuss the Space Force’s efforts to secure space, partner with private companies, and develop new technologies as the military’s youngest - and fastest growing - branch works to counter China in this new era of space competition. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lockheed Martin’s $11 billion Space division is exploring new frontiers as former NASA Acting Administrator Robert Lightfoot looks to spur innovation - and rapidly. Morgan speaks with Lightfoot from the Space Symposium as Lockheed Martin stands up its new Ignite unit, bets big on the moon, and continues to compete for multibillion dollar government contracts. Plus, they discuss the company's latest earnings results, opportunity in the startup space and reports of the possible sale of Lockheed Martin & Boeing's joint venture, United Launch Alliance. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s an earnings bonanza: Tesla, IBM, Las Vegas Sands, Zions, and Lam Research headline a busy afternoon. Our reporters give you the instant reaction while Bespoke’s Paul Hickey and Schwab’s Omar Aguilar break down today’s market action. Tesla bear Craig Irwin gives his take on the EV maker’s latest quarterly numbers. NBER Director Charles Dallara has seen many market ups and down; he joins to discuss the state of the economy and where things go form here. Evercore’s Amit Daryanani weighs in on IBM’s strong quarter. Plus, an exclusive interview with Virgin Orbit CEO Dan Hart in his first public comments since the company went bankrupt. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors awaiting Tesla’s results – with a lot at stake for that stock and Elon Musk. Dan Ives of Wedbush breaks down what he is watching. Plus, NewEdge’s Cameron Dawson and Nicole Webb of Wealth Enhancement Group give their expert market forecasts. And, a rundown of all the key names reporting after the bell – including the likes of IBM, Las Vegas Sands and Lam Research. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A mixed session for stocks: the S&P 500 closed higher but the major averages hovered around flat for most of the day. BD8 Capital Partners CIO Barbara Doran on the market action. Evercore analyst Mark Mahaney gives instant reaction to Netflix earnings while Annandale Capital’s George Seay gives perspective as a shareholder. Chegg CEO Dan Rosensweig weighs in on AI integration in education. Our Morgan Brennan is in Colorado, interviewing Rocket Lab CEO Peter Beck at the Space Symposium. Plus, a slew of earnings in overtime: Netflix, United Airlines, Western Alliance, Interactive Brokers, First Horizon and Intuitive Surgical. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A lot is riding on the so-called FANG stocks this earnings season with tech performing well so far this year. But can Netflix keep that momentum going? We break down what to expect and what it might mean for the broader sector. Plus, Bank of America CEO Brian Moynihan discusses his company’s earnings, the state of the banks and the economy. And, retailing legend Mickey Drexler – Alex Mill Chairman and Former J. Crew and Gap CEO – weighs in on the consumer and where he sees the retail space 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 finished at session highs today, closing in the green. JPMorgan’s Phil Camporeale and Fidelity’s Jurrien Timmer break down what to expect ahead of this busy week of earnings. Our Steve Kovach discusses what’s at stake in the AI search wars after Alphabet shares dropped on a report Samsung may turn to Bing for its default engine. Argus Research’s Stephen Biggar on what bank earnings have revealed so far and what name is best positioned going forward. It’s been four straight weeks of gains for oil; Sadad Al-Husseini on what’s driving the move higher and where the price is headed for the rest of 2023. Meanwhile, Moderna stock fell despite some promising cancer vaccine data. Wells Fargo analyst Mohit Bansal on why there is a disconnect between the excitement companies are feeling and how investors are reacting. Plus, Deepwater’s Gene Munster on what to watch in Netflix’s earnings report tomorrow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s the best start to earnings in 20 years. But can the big week ahead hold the momentum? Trivariate’s Adam Parker and Hightower’s Stephanie Link give their takes. Plus, CIC Wealth’s Malcolm Etheridge is getting out of Alphabet amid reports that Samsung may be looking elsewhere for its search needs. And, Ed Yardeni is back … and he says “the sky is not falling” despite what some Wall Street heavy hitters are saying. 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.

Averages closed negative today but ended the week in the green. Fundstrat’s Tom Lee gave his case for why the bulls are currently in control. Barclays’ Jason Goldberg breaks down the sharp move higher in JPMorgan shares while looking ahead to next week’s earnings reports from the regional banks. It was a busy week of economic macro data and Fedspeak. Ned Davis Research’s Alejandra Grindal on what it all means. Krispy Kreme CEO Michael Tattersfield on food and labor costs, plus the state of the consumer. Boeing shares slide after announcing a delivery slowdown and Cowen’s Cai Von Rumohr rates the stock impact. Our Pippa Stevens on why California’s solar boom may be ending and Meg Tirrell on Catalent’s major stock slide. Plus, Jon on the growing importance of technology in education and Morgan on SpaceX’s Starship. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.