Closing Bell

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.

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 averages rallied today, led by tech with the Nasdaq finishing higher by 2%. RBC’s Amy Wu Silverman and Truist’s Keith Lerner break down what the move means heading into earnings season. Snowflake CEO Frank Slootman details the company’s new tool for companies to improve their supply chain management and the current state of enterprise spending. Meanwhile, Twitter and eToro announced a partnership; eToro CEO Lule Demmissie joins to discuss what’s next. We’re getting earnings from the banks soon and Oppenheimer’s Chris Kotowski gives his top picks. Evercore’s Mark Mahaney discusses the big move in big tech stocks and Amazon’s AI ambitions. CFRA’s Cathy Seifert on why BlackRock’s earnings matter. Our Mackenzie Sigalos on why Ethereum is rallying. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SpaceX’s Starship is expected to launch its long-awaited orbital flight any day now as it awaits its launch license. Morgan sits down with Chad Anderson, an early investor in SpaceX and CEO of VC fund Space Capital to discuss the economic impact of what will be the world’s most powerful rocket ever flown. 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.

As NASA’s Artemis program preps its next mission, Morgan takes a deep dive into its multibillion-dollar program to send robots and other payloads to the moon. She sits down with Steve Altemus - the CEO of Intuitive Machines, a contractor for NASA’s CLPS initiative to provide lunar services the space agency. 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.

Wells Fargo’s Chris Harvey urged investors to “sell before May and go away” … calling for a meaningful correction in stocks. He explains his point of view. Lauren Goodwin of New York Life Investment and Joe Terranova of Virtus Investment Partners give their forecasts. Plus, Morgan Stanley’s Chris Toomey says we’re facing a “fairly dramatic” sell-off. And, the key themes every investor needs to be watching when United Health reports tomorrow morning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks closed lower and near worst levels. DoubleLine’s Jeffrey Sherman and Cresset Capital’s Jack Ablin talk where to invest right now as earnings season begins. Former Dallas Fed President Richard Fisher discusses this morning’s CPI report that showed inflation cooled slightly more than expected in March. Bain Capital Global Head of Private Equity John Connaughton on where private equity is seeing opportunities around the globe. Meanwhile, MP Materials CEO James Litinsky talks the rare earths supply chain and how geopolitical tensions with China are impacting the global economy. Cowen’s Helane Becker gives her top picks in the airline industry after American Airlines’ worst day in nearly a year. Meanwhile, our Julia Boorstin talks her sit-down with Warner Bros. Discovery CEO David Zaslav and changes to his streaming service while Morgan Brennan breaks down what LVMH’s earnings mean for the high-end consumer and Jon Fortt spoke with cloud company Databricks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings are only two days away and the debate over interest rates is escalating… so what’s next for your money? CNBC’s Steve Liesman, Charles Schwab’s Kevin Gordon and NewEdge’s Cameron Dawson give their expert market opinions. Plus, an exclusive interview with Warner Bros. Discovery CEO David Zaslav following the company’s latest big streaming announcement. And, Bob Pisani breaks down the final moments of trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks finished mixed and near worst levels. Vital Knowledge’s Adam Crisafulli and Cantor Fitzgerald’s Eric Johnston battle out where the market goes from here in a bear versus bull debate. Evercore analyst CJ Muse on why it’s a “stock-pickers paradise” in the chips sector. Tilray shares fell today. CEO Irwin Simon discusses the latest quarter and big acquisition. CrowdStrike hosted its first ever government summit. CEO George Kurtz joins from there to talk public/private partnerships in cloud and cybersecurity. Why Weight Watchers soared nearly 60% higher today and our Meg Tirrell discusses the weight loss drug market with the FDA Commissioner Dr. Califf. Plus, former Kansas City Fed President Thomas Hoenig on upcoming inflation data, short seller Brad Lamensdorf on CarMax and our Mackenzie Sigalos on bitcoin’s recent rally. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should investors take advantage of this early year rally and sell some winners or hang on for another leg higher – if one should come? Liz Young of Sofi and John Mowrey of NFJ give their takes. Plus, top technician Jason Hunter of JP Morgan is charting the rally. Why he thinks more pain could be ahead. And, Alger’s Ankur Crawford breaks down the under-the-radar growth names she is betting on. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks finished mixed in an up-and-down session as Wall Street awaits inflation data later this week. G Squared’s Victoria Greene and Venu Krishna from Barclays square off in a bull-bear debate about the market’s next move. Mark Zandi from Moody’s shares his advice for the Fed following Friday’s jobs report. Meantime Pioneer Natural Resources jumped on a reports of talks with Exxon. Analyst Neal Dingmann discusses the probability of a deal and which other names could be in play. Plus the latest on Apple, chips, and how a plumber could save the box office. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Have we seen the worst of the earnings recession or is there even more downside ahead? Trivariate’s Adam Parker and JP Morgan’s Asset Management’s Meera Pandit give their expert takes. Plus, star venture capitalist Rick Heitzmann weighs in on the state of the private market – and where he sees the world of IPOs headed from here. And, Pioneer shareholder Jenny Harrington weighs in on the reports that Exxon Mobil held early-stage talks to acquire the company. 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 finished positive on the day. For the week, Dow was positive but S&P 500 and Nasdaq were lower. PIMCO’s Tony Crescenzi and Wells Fargo’s Darrell Cronk break down the market action and lookahead to next week. LinkedIn’s economist Guy Berger on the rising trend of people working two jobs. Citi’s Stephen Trent gives his top airline picks heading into summer travel season. Former Atlanta Fed President Dennis Lockhart on the high-wire act facing the Fed. Plus, UiPath Co-CEO Robert Enslin on client demand in enterprise software and how AI is changing his industry. Our Steve Kovach reports on media and tech CEOs meeting with lawmakers over China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is a weakening economy going to drag stocks lower or is a potential change in Fed policy good enough to keep the rally going? Tony Pasqueriello of Goldman Sachs gives his expert take. Plus, Former Federal Reserve Governor Frederic Mishkin breaks down what he expects from the jobs report. And, market expert Mike Santoli explains what he is watching as we wrap up the this shortened trading week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another mixed day for the averages with the Dow closing higher while the S&P 500 and Nasdaq finished in the red. Miller Tabak’s Matt Malehy and Meghan Shue of Wilmington Trust break down the market action and where to invest right now. FedEx stock went the other way, closing higher after announcing a reorganization and a dividend hike. Meanwhile, as Speaker Kevin McCarthy met with Taiwan’s President, Lux Capital Co-Founder Josh Wolfe discussed the threats China poses to U.S. companies. Rockefeller International’s Ruchir Sharma makes the case for why the dollar’s days of being the dominant global currency may be numbered. Plus, Betterment CEO Sarah Levy on the pulse of the retail investor. We get reports from our Melissa Repko on on weak March sales for Costco and Kate Rogers on how small business owners are rethinking regional banking. 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 right call right now – to be bullish or bearish? Trivariate’s Adam Parker and Citi’s Kristen Bitterly break down their takes. Plus, BTIG’s Jonathan Krinsky is tracking trouble in the charts. He explains the key levels every investor needs to be watching. And, Bank of America’s Jill Carey Hall is changing her tune on small caps 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.

All three major averages closing lower today, the Dow and S&P 500 snapping four-day winning streaks. Vital Knowledge’s Adam Crisafulli and Macquarie’s Thierry Wizman break down the market action. Meanwhile shares of C3.AI lost a quarter of their value after short seller Kerrisdale Capital published a letter allegedly underhanded accounting. Kerrisdale’s CIO Sahm Adrangi discusses what the report claims. Piper Sandler has done its top teen choice survey for over 40 years. Analyst Harsh Kumar on why teens continue to love Apple and what it means for the stock. Plus, Marqeta CEO Simon Khalaf on the state of the consumer and Needham analyst Laura Martin makes a controversial call on Alphabet. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Virgin Orbit files for Chapter 11 bankruptcy, Morgan dives into the complexities of the space race with former Boeing Defense, Space & Security CEO Leanne Caret. Now an advisor for the company and board member at Raytheon & John Deere, they discuss labor challenges, NASA's Artemis lunar program, Boeing Starliner, autonomous farming, and more. 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.

Former President Trump appeared in a New York City court today. We have instant analysis and updates from Washington DC and from outside the courthouse. Plus, the key levels every investor needs to watch from Options Play’s Jessica Inskip. And, market expert Mike Santoli gives his Last Word before the close. 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 notched their fourth straight day of gains to kick of Q2 trading while the Nasdaq lagged. Edward Jones’ Mona Mahajan discussed the market action while 3Fourteen Research’s Warren Pies broke down the move higher in crude. SPG Global’s Simon Gallagher, a former Hulu executive, talks the news out of Disney’s shareholder meeting and the latest salvos in the DeSantis versus Disney battle. Natural gas posted its worst quarter on record. Skylar Capital CEO Bill Perkins on what’s next for the commodity. Ronald Reagan Institute Director Roger Zakheim on the investment implications of Speaker McCarthy’s visit with the President of Taiwan. Our Phil LeBeau broke down the latest quarterly auto sales while Contessa Brewer talks what it means for the gambling stocks that this year’s men’s Final Four is composed of smaller schools and underdogs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It is shaping up to be a busy week for investors with a jobs report, key data and earnings on the horizon. So, what is the set up for your money? Cameron Dawson of NewEdge gives her forecast. Plus, #1 retail analyst Matthew Boss of JP Morgan upgraded Macy’s. He explains why – and breaks down the state of the consumer. And, top chip analyst Stacy Rasgon from Bernstein is changing his tune on Intel. He breaks down the catalysts behind that call. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks surged in the final hour of trading, sending all averages higher for the quarter. Jefferies’ David Zervos and Richard Bernstein Advisors’ Rich Bernstein talk how to position heading into Q2. Plus, Evercore Head of Technical Analysis Rich Ross lays out the technical case for more upside ahead in tech stocks. We also get top picks in industrials from RBC Capital Market’s Deane Dray and in space stocks from BofA Securities’ Ron Epstein while Apollo Global’s Torsten Slok on weigh investors shouldn’t think the banking crisis is completely behind us. Our Kristina Partsinevelos digs into Micron’s wild week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What lies ahead for stocks as the calendar turns? Will tech continue to lead? Will the Fed continue to hike? Sebastein Page of T Rowe gives his expert take. Plus, Capital Wealth Planning’s Kevin Simpson gives 5-star investing advice and breaks down where he is putting his money to work right now. And, Hightower’s Stephanie Link gives her forecast for Meta as it closes in on its best quarter since 2013. 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 session for the major averages has the S&P 500 back above 4000. Ariel investments’ Charles Bobrinskoy and Evercore’s Julian Emanuel on how to position right now. WWE CEO Nick Khan says there has been a “robust response” from potential bidders for the company after Vince McMahon’s return and he remains optimistic about legalizing betting on the sport. General Catalyst CEO Hemant Taneja penned an op-ed this week arguing for specific new rules and regulations around AI. He breaks down his case. Morgan Stanley’s Keith Weiss has some top picks in the software sector and our Meg Tirrell wraps up her series on the prescription drug crisis with a look the huge shortages of both antibiotics and generic drugs. Plus, Morgan Brennan with a look at tomorrow’s inflation data, today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Banks under the microscope today with new questions over whether they’ll soon be under tighter regulations. Star bank analyst Mike Mayo of Wells Fargo Securities gives his take. Plus, EMJ’s Eric Jackson says the rally in tech is only just beginning. He explains why. And, PIMCO’s Erin Browne is flagging a big opportunity overseas – she tells us why this could be a major safety play. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Founders Fund was fingered in the days after Silicon Valley Bank’s collapse as a possible accelerant for the failure. General Partner Keith Rabois talks why that wasn’t the case, why TikTok should be banned in the US and why researchers should not pause AI experimentation. Meanwhile stocks closed near session highs as the averages shook off Tuesday’s declines. Axonic Director of Research Peter Cecchini talked the market action and Loop Capital’s Anthony Chukumba gave instant reaction to RH’s earnings. Jon Fortt walks through why Intel had its best day since November and NBER Director Charles Dallara talks calls for more banking regulation. Our Kate Rogers reports on former Starbucks CEO Howard Schultz time in front of Congress today and Meg Tirrell analyzes the lack of generic drugs on the market. Plus, Macquarie’s Tim Nollen on Q2 opportunities in the communication services sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.