Closing Bell

Stocks closed lower again today. Jefferies’ David Zervos and Richard Bernstein Advisors’ Michael Contopoulos break down the market action, including earnings from C3.AI, GameStop, Chargepoint and American Eagle. C3.AI CEO Tom Siebel talks the latest quarter, its new AI suite of tools and remaining performance obligation. Our Alex Sherman talks what really went down behind the scenes at Disney as Bob Iger chose, then unchose, Bob Chapek as his successor. AeroVironment CEO Wahid Nawabi on AVAV’s quarter and assisting the war in Ukraine. Zscaler CEO Jay Chaudhry on earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is this month going to live up to its billing and will mega caps like Apple might be more vulnerable than you think? Trivariate’s Adam Parker, Hightower’s Stephanie Link and CNBC’s Steve Kovach give their expert takes. Plus, we drill down on the beige book, ISM data and all of today’s Fed speak with CNBC’s Steve Liesman and Mike Santoli. And, BTIG’s Jonathan Krinsky is taking a look at restaurant performance as we start September. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Description: Stocks ended mostly lower to kick off the post-Labor Day sprint to the finish. GenTrust’s Mimi Duff and Clearbridge’s Jeffrey Schulze break down the market action. Earnings from Asana, Gitlab and Zscaler. Deepwater’s Gene Munster talks top-down view of investing in AI, and weighs in on a new Goldman Sachs note declaring “AI is not a Bubble.” DataTrek Research’s Nick Colas on the bull case for gold right now. Janus Henderson Investors CEO Ali Dibadj on the fourth quarter playbook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the markets uncanny resiliency throughout much of 2023 a sign of what’s to come in the months ahead? Or is it just too much to maintain? NFJ’s John Mowrey – our bull – and Cantor’s Eric Johnston – our bear – debate that point. Then, iCapital’s Anastasia Amoroso breaks the tie… and picks who’s strategy she agrees with as we wrap up the year. And, will Apple’s big product event be a big catalyst for the stock? Jason Snipe from Odyssey Capital – who owns that name – breaks down what he thinks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks started September off mostly higher. Ariel Investment’s Charlie Bobrinskoy and Ascent Private Capital’s Tom Hainlin break down the market action and positioning. Former Ford CEO Mark Fields talks why Tesla shares are lower today and how the EV transition is impacting labor negotiations for Detroit’s Big 3. Ginkgo Bioworks CEO Jason Kelly on its new partnership with Google Cloud. Samsara CEO Sanjit Biswas on the company’s first quarter of profitability. Plus, your September playbook with Paul Hickey and why Charter subscribers may miss the first full weekend of college football. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is a loosening job market and an ongoing retreat in inflation leading toward the soft economic landing that the bulls have pinned their hopes on? Or are the economy and market headed for harder times? Tom Lee from Fundstrat and Warren Pies of 3Fourteen Research debate it. Plus, new data on retail investors is shedding some light on where they’re putting their money these days. Kate Rooney digs in on those numbers. And, top technician Ryan Detrick is breaking down the charts and explaining where he sees stocks headed for the month of September. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Averages were down for August. Invesco’s Brian Levitt breaks down the month and how the fall is setting up for investors. Earnings from Nutanix, Lululemon, PagerDuty, MongoDB, VMWare, Broadcom and Dell. Susquehanna’s Chris Rolland breaks down the results from Broadcom. Nutanix stock shot up after reporting earnings; CEO Rajiv Ramaswami on the company’s growing partnerships. Klarna CEO Sebastian Siemiatkowski talks the path to profitability and the state of the consumer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Medicare looks to drive down medical costs, pharma manufacturing is going beyond global. For years, drug companies have used the ISS to research and develop new discoveries. But until Varda successfully completed a 27-hour experiment in orbit growing a drug used to help treat HIV. Waiting on a reentry license for its first spacecraft, Morgan sits down with co-founders Will Bruey and Delian Asparouhov to discuss in-space manufacturing, hypersonic missile testing, and (unofficially) replicating LK-99—speculated to be a potential superconductor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is there enough staying power to sustain the recent rally? Goldman Sachs’ Tony Pasquariello gives his forecast on this final day of August. Plus, top chip analyst Stacy Rasgon previews Broadcom’s earnings after the bell and weighs in on the state of the sector amid the AI boom. And, Lululemon is also reporting in Overtime. Shareholder Joe Terranova tells us what he is expecting from the name and what it could mean for the rest of the retail space. 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 the major averages moving higher. Annandale Capital’s George Seay breaks down the market action, including earnings from Salesforce, Chewy, Victoria’s Secret, Crowdstrike and Pure Storage. DA Davidson analyst Gil Luria on the key takeaways from Salesforce’s report. Chewy CEO Sumit Singh on the company’s unexpected profit. Pure Storage CEO Charles Giancarlo on the latest quarter and its portfolio. Raymond James’ Sunaina Sinha Haldea talks the current regulatory environment and what deals could be in the pipeline before the year is over. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are stocks really back in an uptrend or is it simply too soon to sound the all-clear? Dan Greenhaus of Solus Alternative Asset Management and Hightower’s Stephanie Link give their forecast as we wrap up summer. Plus, star analyst Dan Ives is betting on a “comeback quarter” for Salesforce. He explains why. And VantageRock’s Avery Sheffield is issuing a big warning that growth stocks are still too expensive. 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 higher again and every S&P sector was in the green. Vital Knowledge Founder Adam Crisafulli breaks down the market action. Earnings from HPE, HP and Box. Google Cloud CEO Thomas Kurian on Google’s new AI tools for enterprise clients and custom chips. Generac CEO Aaron Jagdfeld on hurricane prep and residential demand. Globalstar CEO Paul Jacobs on his new job, working with Apple and competing with SpaceX. Our Kate Rooney on why bitcoin is rallying today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are stocks now poised to buck the historical trend and get back to gains as we turn the calendar to September? New Edge’s Cameron Dawson gives he expert market outlook. Plus, CIC Wealth’s Malcolm Ethridge and Lo Toney from Plexo Capital break down the tech trade. And, Bitcoin surging today. Kate Rooney explains what is behind that big leg higher. 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 higher. It’s the S&P 500’s first consecutive positive sessions of the month. Morgan Stanley’s Lisa Shalett and Wells Fargo’s Scott Wren break down the action. Zillow co-founder Spencer Rascoff talks the housing market gridlock as mortgage rates climb to 20-year highs. He also discusses his new property tech startup Pacaso, fractional ownership for second homes. Art Wheaton, director of Labor Studies at Cornell’s ILR, on the possible upcoming UAW strike—who has the leverage and what it would mean for the economy. Blueshirt Group’s Gary Dvorchak on Secretary Raimondo’s high-stakes trip to China. Plus, Bernstein analyst Nikhil Devnani breaks down the highlights from Instacart’s S-1. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What could a seasonably saggy September hold for your money? Liz Young from Sofi and Bryn Talkington of Requisite Capital both give their expert forecasts for the month ahead. Plus, top technician Jeff DeGraaf is forecasting a big breakout in energy. He makes that bull case. And, one fixed income expert says right now is the best time to buy bonds since 2009. 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.

Markets steadily climbed higher during the session after digesting Fed Chair Jerome Powell’s speech at Jackson Hole. Wilmington Trust’s Meghan Shue, Jefferies’ David Zervos and our Steve Liesman break down what it means for markets and your money. Evercore’s Krishna Guha on the next steps for the Fed and if a September rate hike is off the table. Marvell Technology CEO Matt Murphy on his company’s latest quarter and the AI demand. Sunnova CEO John Berger on solar power’s role as extreme weather becomes more frequent. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks popped in the final hour of trade following Powell’s highly anticipated Jackson Hole speech. Professor Jeremy Siegel, Shannon Saccocia of NB Private Wealth and CNBC senior market commentator Mike Santoli give their forecasts for stocks. Plus, star analyst Dan Ives is weighing on Tesla’s strong year and what he thinks the next big catalyst for that stock may be. And, Sycamore Tree Capital is flagging some alternate opportunities for investors amid all the uncertainty in stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks sold off into the close today. Advisors Capital Management’s JoAnne Feeney and Wells Fargo’s Darrell Cronk break down the price action. Earnings from Intuit, Ulta, Workday, Affirm, Nordstrom, Marvell, Gap. Telsey Advisory’s Dana Telsey breaks down a busy week of retail and what it says about the consumer. Snowflake CEO Frank Slootman on his company’s latest quarter and demand for AI. Dean of Valuation Aswath Damodaran, NYU Stern School of Business professor, on what Nvidia is really worth. 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 best way to position for what happens next in the markets. Joe Terranova from Virtus Investment Partners breaks down his forecast. Plus, Schwab’s Kevin Gordon is flagging a big break up between stocks and bonds. He explains why that relationship is on the rocks. And, market expert Mike Santoli explains the big slide in stocks during the final minutes of trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

While some spacecraft collect information visible to the naked eye, some are searching through radio waves to acquire and analyze valuable data for government agencies. Morgan catches up with Hawkeye 360 CEO John Serafini about his company’s efforts in the radio frequency space. They discuss the company’s successful $58M capital raise, government contract work and the narrowing competitive space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another blowout quarter from Nvidia is sending the stock jumping higher in after hours. Bernstein analyst Stacy Rasgon, Main Street Research CIO and shareholder James Demmert and AI Squared CEO Benjamin Harvey break down the numbers and how investors should react. JPMorgan’s Phil camporeale and Madrona Venture Group’s Matt McIlwain talk the broader market action. Earnings from Snowflake, Splunk and Autodesk. Plus, Jason Furman looks ahead to Jackson Hole. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does today’s report from Nvidia really mean for your money in the weeks ahead? Adam Parker from Trivariate, Bryn Talkington from Requisite Capital and Stephanie Link of Hightower break down their expert forecasts. Plus, Morgan Stanley’s Erik Woodring says Apple is now the most under-owned large cap tech stock by institutional investors. And, BTIG’s Jonathan Krinsky breaks down the key levels he is watching and what he’s forecasting for stocks for the rest 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.

Vital Knowledge’s Adam Crisafulli and Macquarie’s Thierry Wizman break down the market action. Earnings from Urban Outfitters and Toll Brothers. VMware CEO Raghu Raghuram on his company’s recent partnerships, including with Nvidia. Wedbush’s Scott Devitt on naming Amazon to the best ideas list. 3Fourteen Research’s Fernando Vidal calls Nvidia “uninvestable.” Will he convince you? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does this late summer swoon mean a fall to fear for investors? Gabriela Santos from JP Morgan Asset Management and New York Life Investments Lauren Goodwin give their takes. Plus, star venture capitalist Rick Heitzmann weighs in on the IPO market after Arm Holdings announced it was going public. And, Morgan Stanley’s Jim Caron is forecasting further downside… but says that isn’t all bad news. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech was the outperformer today, powering the Nasdaq higher. Ned Davis Research’s Ed Clissold and AlphaSimplex’s Kathryn Kaminski break down the market action. Bertha Coombs reports on Teva’s price fixing settlement. CFRA analyst Keith Snyder gives us the top investor takeaways from Zoom’s earnings. Ben Reitzes, Melius analyst, previews this week’s Nvidia’s report and why the market is watching it so closely. Plus, Richard Haas on China’s economy and MKM’s JC O’Hara on the technical signals from the 10-year. Arm filed for its IPO. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Who will win the market tug-of-war – the bulls or the bears? John Mowrey of NFJ Investment Group and Greg Branch of Veritas Financial Group debate it out. Plus, Strategas’ Chris Verrone is betting on a big break out in yields. He explains why. And, negative news surrounding China is putting some U.S. companies with exposure in focus and it could have a big impact on their bottom line. Seema Mody breaks down all the details. 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.

Rates, earnings, China and the Fed all putting pressure on stocks … so what is an investor to do? Dan Greenhaus of Solus Alternative Asset Management gives his expert take. Plus, star analyst Dan Ives is raising the red flag on Palo Alto’s rare Friday quarterly report. He explains what he will be looking for when the numbers hit the tape after the bell. And, we look ahead to a big week of retail earnings – and what could be at stake 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.

Jared Isaacman made space history in 2021 with the first all-civilian mission to orbital space. Now, he’s looking to do it 3 more times through the Polaris Program. Isaacman joins Morgan from CNBC Out East to discuss preparations for the maiden mission, his company Shift4’s partnership with SpaceX, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Brennan is live from the Hamptons with a lineup full of special guests. Wes Edens talks the macro environment, inflation, his rail project Brightline, energy and LNG, and the business of spots ownership. Douglas Elliman Chairman Howard Lorber talks the state of the rental market and housing, and why he says the high-tax states flight risk continues. Shift4 Payments CEO Jared Isaacman breaks down how he is gaining market share in the fintech sector. It was another down day for the markets – the major averages on pace for a losing week. Vital Knowledge’s Adam Crisfulli and Envestnet Co-CIO Dana D’Auria break down the action. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

NewEdge’s Cameron Dawson, Virtus’ Joe Terranova and Ed Yardeni break down the big leg lower during the final hour of trade. Plus, Chris Hyzy from Merrill and Bank of America Private Bank explains his strategy as we wrap up the summer and look toward the end of the year. And energy was the big out performer in today’s session. Pippa Stevens breaks down 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 slide after the Fed released minutes from its latest meeting. BD8 Capital’s Barbara Doran and 248 Ventures’ Lindsey Bell break down the action and earnings from Cisco and Wolfspeed. The big week of the consumer continues: Target reported earnings and Walmart is tomorrow. NRF CEO Matt Shay breaks it all down. CFRA’s Keith Snyder on the investment takeaways from Cisco’s quarter. Plus, CEO interviews with WW International on the weight lose drug craze and Latin American lending giant Nu Holdings. Plus, how China played a role in Intel scrapping its $5B+ purchase of an Israel chip contractor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where might stocks be headed from here? Schwab’s Liz Ann Sonders and Sofi’s Liz Young break down their market forecasts. Plus, Former Fed Vice Chair Richard Clarida gives his first take after today’s fed minutes. And, a look ahead to Walmart’s results tomorrow and what it could mean for the rest of the retail space. 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 after weak Chinese data overnight. Bespoke’s Paul Hickey and JPMorgan’s Phil Camporeale break down the market action. Cava reported its first numbers as a public company; Neuberger Berman’s John San Marco and Coresight Research CEO Deborah Weinswig break down the numbers and what it means for the rest of the consumer names this week. Esmark CEO James Bouchard on why his company’s bid for US Steel is better than Cleveland-Cliffs. CFPB Director Rohit Chopra on new consumer data rules for the AI-age. Plus, Sunrun CEO Mary Powell reflects on 1-year since the IRA passed and its impact on the solar industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Just how vulnerable are stocks right now? Adam Parker of Trivariate gives his forecast for where stocks could be headed from here. Plus, star chip analyst Stacy Rasgon breaks down all the bullish commentary surrounding Nvidia and what he thinks is in store for the stock ahead of its earnings next week. And, market expert Mike Santoli breaks down what he is watching ahead of tomorrow’s fed minutes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks surged into the close, finishing at session highs. DataTrek’s Nick Colas and Wilmington Trust’s Meghan Shue break down how they are playing this market. We get the latest moves from the biggest investors with our Leslie Picker reporting on 13F filings. Ursula Burns weighs in on the most important topics for boards today, including social and political issues and diversity. Former Institute of International Finance’s Charles Dallara on the FDIC’s new proposals aimed at large regional banks. Plus, retail experts Bill Simon and Gerald Storch preview the big week ahead for consumer earnings and data. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does the tech pullback have more room to go? Chip investors are stepping up and buying today after a positive Morgan Stanley call on Nvidia. BNY’s Alicia Levine and JP Morgan Asset Management’s Jordan Jackson give their expert takes. Plus, T Rowe Price’s Sebastein Page breaks down his playbook for investors who may have missed the rally. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks finished a mixed week with a mixed session, with the Dow eking out gains for the day and the week. Bob Elliott from Unlimited lays out his top sector picks. Energy trader Bill Perkins discusses the big week for energy stocks and natural gas. The CEO of insurance giant The Hartford talks about the impact of catastrophic events like the Hawaii fires on the insurance industry. Warren Pies from 3Fourteen research lays out the bear case for bonds. Plus the latest on AMC’s stock conversion plan, and what to watch from next week’s retail earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hightower’s Stephanie Link weighs in on where the fed goes from here and what this earnings season might mean for your money. Plus, star analyst Dan Ives explains how he is navigating the pullback in tech… and why he thinks it will be short lived. And, market expert Mike Santoli weighs in on the week’s wild market action. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Weaker-than-expected CPI helped boost stocks early before fading into the afternoon. Ned Davis Research’s Alejandra Grindal and Main Street Research CIO James Demmert break down the market action. Legendary value investor Bill Nygren gives his top picks going into the rest of the year. Virgin Galactic CEO Michael Colglazier on his company’s first flight to the edge of space with tourists onboard. Evercore’s Julian Emanuel on his new report, modeling the potential impact on labor of generative AI across the S&P 500. Plus, our Robert Frank on Manhattan rents hitting an all-time high. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As constant connectivity through satellite constellations becomes more acute, a new wave of consolidation is afoot. Dish Network and Echostar are merging in a move to combine the companies to gain an edge in the 5G competition. But with demand driven higher, startups like CesiumAstro stand to benefit. CEO Shey Sabripour joins Morgan to discuss 6G internet, spotty WiFi and putting the company’s technology to the test. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What should investors make of today’s market stuck in neutral after not being able to capitalize on upbeat inflation news or better than expected earnings? NewEdge’s Cameron Dawson and Truist’s Keith Lerner give their expert take. Plus, Bank of America’s Francisco Blanch says the stars are finally aligning for oil. He explains why. And, Ed Yardeni gives his first reaction to the CPI number and weighs in on what might be next 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.

Averages fell sharply in the final hour of trading, closing near the worst levels of the day. BD8’s Barbara Doran and Gabelli Funds’ Kevin Dryer break down the market action, including earnings from Disney, Wynn and Trade Desk. Big news on the China front: the White House directing Treasury to regulate investment in Chinese tech sectors. Former ESPN CEO Steve Bornstein reacts to Disney earnings and what’s ahead for ESPN. Isaac Stone Fish, Strategy Risks CEO, on what the new Chinese investment rules mean. Third Bridge’s Jamie Lumley on the most important parts of the Disney call. Wedbush’s Sahak Manuelian on his earnings season takeaways. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The brig growth stocks under pressure again with the oil and gas group an emerging bright spot in an indecisive tape ahead of a crucial CPI report tomorrow. So, will that report help confirm or undermine the now-popular soft-landing story and what will it mean for markets? NB Private Wealth’s Shannon Saccocia gives her expert market take. Plus, Roblox shares took a tumble today. We get reaction from Bryn Talkington who owns that name. And, Evercore ISI’s Roger Altman gives his forecast for CPI and what it might mean for the economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It looked like it would be a major negative session for the market but stocks staged a midday turnaround and closed well off the lows. G Squared’s Victoria Greene and Northwestern Mututal’s Brent Schutte break down the market action. Earnings from Lyft, Take-Two, Super Micro, Rivian and Twilio. GlobalFoundries CEO Thomas Caulfield talks his company’s latest quarterly numbers, why its guidance disappointed and the state of the global supply chain. Silverstein Properties CEO Marty Burger on the banking sector anxiety. Recursion CEO Chris Gibson talks earnings. 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 midsummer pullback to help digest huge first-half gains or the start of a more serious setback? Lauren Goodwin of New York Life Investment gives her expert take. Plus, Scott Siefers from Piper Sandler weighs in on Moody’s move to cut the credit rating for a number of regionals. And, a rundown of what to watch from Lyft and Rivian results after the bell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks started the week on strong footing, with the Dow finishing the day higher by more than 400 points. Adam Crisafulli from Vital Knowledge and Brian Levitt from Invesco break down the action and discuss earnings from Palantir, Chegg, Lucid, and more. Early Palantir employee turned venture capital partner Trae Stephens gives his thoughts on Palantir’s results and other opportunities in defense and AI. The CEO of Coreweave talks about what the artificial intelligence boom means for his company. Plus a preview of what to expect from UPS results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can a stealth pullback centered on select mega-caps be enough to refresh the summer rally? Or is a tougher gut check is due as August unfolds? Trivariate’s Adam Parker and Citi’s Kristen Bitterly give their take. Plus, BTIG’s Jonathan Krinsky is getting bullish on energy. He explains why. And, Gabriela Santos of JP Morgan’s gives her forecast 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.

Stocks closed out a downbeat weak on sour note, finishing near the lows of the day after showing strength earlier in the session. Needham’s Laura Martin discusses the diverging fortunes of Apple and Amazon post-earnings, and what she’s watching from Disney’s results next week. Neil Dutta from Renaissance and Thierry Wizman from Macquarie discuss the major moves in the bond market this week and what it means for equities moving forward. The CEO of Cloudflare gives his read on enterprise tech spend following strong results. Plus the CEO of ecommerce giant Mercado Libre on the state of the consumer outside the US. 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 was looking to snap a 3-week win streak during the final hour of trade. So, is that a sign of a bigger pullback ahead? Fundstrat’s Tom Lee gives his take. Plus, we break down all of the analyst reaction to Apple and Amazon’s results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.