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Closing Bell

Closing Bell

2,432 episodes — Page 40 of 49

Closing Bell Overtime: Worst week of the year for stocks, ServiceNow CEO on software demand, Richard Haass on 1-year into Russia-Ukraine war 2/24/23

Stocks closed out their worst week of the year on a sour note, as another inflation read came in hot. Needham’s Chris Retzler and Meghan Shue from Wilmington Trust break down the action and where they’re looking for opportunities. Afsaneh Beschloss from RockCreek explains why she’s forecasting a “choppy few months” ahead for stocks. ServiceNow CEO Bill McDermott gives his outlook for software spending following a brutal week for the tech space. Council on Foreign Relations President Richard Haass discusses the 1-year mark of the war in Ukraine, and the impact on the global economy. Plus a lookahead to the key reads on the consumer coming next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 24, 202344 min

Closing Bell: Stocks in for a Bigger Retreat? 2/24/23

Is a bigger retreat in the cards or have stocks come too far to turn back now? Virtus’ Joe Terranova gives his forecast. Plus, Greg Branch of Veritas Financial doubles down on his bear case for stocks and explains what the Fed might have to do to turn things around. And, Bank of America’s Jill Carey Hall is flagging a key shift in her investment strategy amid the market turbulence. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 24, 202342 min

Closing Bell Overtime: Seesaw session, After hours action galore, Unity Software CEO on post-earnings tumble 2/23/23

Stocks finished the day higher after taking a mid-day tumble, as investors await a key inflation report. Paul Hickey from Bespoke and Adam Crisafulli from Vital Knowledge break down the market setup and react to a barrage of earnings from the likes of Carvana, Booking Holdings, and Warner Bros. Discovery. Analyst David Koning gives his take on Block’s quarterly report. The CEO of Unity Software talks about his outlook for the company after shares fell double digits on soft guidance. Plus an update on the NTSB’s investigation into the Norfolk Southern derailment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 23, 202344 min

Closing Bell: Debating Dimon’s Recession Call 2/23/23

JPMorgan’s Jamie Dimon making some headlines for his bold recession call. NewEdge’s Cameron Dawson gives her prediction for stocks. Plus, Alger’s Ankur Crawford drills down Nvidia’s massive stock move… and if there could be more room for it to run. And, Sebastein Page of T Rowe Price is bearish on the market but is finding some pockets of opportunity for your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 23, 202342 min

Closing Bell Overtime: Nvidia jumps on earnings, Breaking down the Fed minutes, Musk and Gov. Newsom on the record 2/22/23

: It was a mixed session on Wall Street following Tuesday’s sharp selloff, as investors weighed the latest comments from the Fed and a number of key earnings reports. Neuberger Berman president Joseph Amato discusses his read on the Fed’s strategy, his outlook for inflation, and his view on the market. Analyst Rajvindra Gill breaks down Nvidia’s results that sent the stock jumping in after hours trading. Bill Perkins from Skylar Capital Management joins with his take on how to play the sharp decline in natural gas prices. Plus exclusive comments from Elon Musk and Gov. Gavin Newsom about Tesla’s expansion in the state. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 22, 202347 min

Closing Bell 2/22/23

From the open to the close, "Closing Bell" has you covered. From what’s driving market moves to how investors are reacting, Closing Bell guides listeners through each trading session and brings 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.

Feb 22, 202343 min

Manifest Space: Reach for the SkyFi with Skylar Capital’s Bill Perkins 2/22/23

Morgan Brennan speaks with hedge fund manager and natural gas trader Bill Perkins about his latest venture into the space economy, SkyFi. The satellite data app allows users to access and customize satellite imagery at a more affordable price point than ever before. Morgan and Bill break down the investor case for satellite imagery and the future of SkyFi. 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.

Feb 22, 202321 min

Closing Bell Overtime: Stocks Sink, Norfolk Southern's CEO On Train Derailment & Coinbase Earnings 2/21/23

Stocks selling off on Wall Street as the major averages post their worst day of the year. Investors are worriedabout higher interest rates and new concerns about consumer spending. JPMorgan Chief Global Market Strategist Marko Kolanovic reacts to the big market sell off and whether he thinks more trouble could be ahead for stocks. Coinbase shares volatile after reporting better than expected quarterly results. Mizuho analyst Dan Dolev reacts to the report. And the CEO of Norfolk Southern discusses the catastrophic train derailment in Ohio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 21, 202347 min

Closing Bell: What’s Next for Your Money? 2/21/23

Stocks had an ugly day – with investors weighing some serious money risks. Trivariate’s Adam Parker gives his forecast for stocks. Plus, star investor Keith Meister breaks down his market strategy – and where he’s making some big bets. And, BTIG’s Jonathan Krinsky is drilling down on the key levels every investor needs to be watching. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 21, 202346 min

Closing Bell: Dow climbs back from early hole, The bear case for C3.AI, Citi’s rate hike outlook 2/17/23

Stocks closed well off the worst levels of the day, with the Dow clawing back from a triple digit loss to finish in the green. Citi’s Chief U.S. economist joins with his predictions for the Fed, and why rates could stay higher for longer. Short seller Ben Axler from Spruce Point Capital Management breaks down his new bearish report on C3.AI, which has more than doubled this year amid the hype surrounding artificial intelligence and ChatGPT. CAIS CEO Matt Brown makes the case for a rethink of the classic 60-40 portfolio. Plus the latest on Deere’s pop, DoorDash’s drop, and what to expect from retail earnings next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 17, 202342 min

Closing Bell Overtime: Stocks Sink in Final Hour of Trade 2/16/23

Sofi’s Liz Young reacts to all of the late-day selling in today’s session. Plus, this morning BTIG’s Jonathan Krinsky put out a note saying stocks could be at a turning point. He explains why and what it could mean for investors. And, B is for “bottom?” – Hightower’s Stephanie Link debates if the lows are in for Alphabet. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 16, 202344 min

Closing Bell: Downbeat data and hawkish talk sinks market, Jack Lew’s economic outlook, Snap CEO talks user growth 2/16/23

The major averages gave up a failed comeback attempt following downbeat inflation and housing data, and hawkish fed talk. Former Treasury Secretary Jack Lew discusses what he sees in the economy, as some numbers show resilience while others show cracks. Snap CEO Evan Spiegel joins for an exclusive interview on the back of the company’s investor day presentation. Analyst Colin Rusch breaks down a big selloff for Tesla, after the automaker recalled more than 350,000 vehicles over self-driving software concerns. Plus the latest on crypto’s strong week, Shopify’s drop, and Labcorp’s CEO on post-pandemic plans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 16, 202346 min

Closing Bell Overtime 2/15/23

A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 15, 202344 min

Closing Bell: Hot retail sales helps sentiment, Sam Zell slams tax proposals, DOJ focuses on Apple 2/15/23

Stocks gained momentum throughout the session following a much stronger-than-expected retail sales print. Matt Shay from the National Retail Federation joins to discuss his view of the consumer, and why spending remains strong despite higher prices. Billionaire investor Sam Zell weighs in on the real estate market, the Fed, energy investments, and why he thinks some of the tax proposals being floated in Washington are “crazy.” Plus why Barclays sold off, a mixed bag of chip stocks, and why the DOJ may be taking a closer look at Apple. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 15, 202342 min

Closing Bell Overtime: The Rally Still Rolling? 2/14/23

CPI came in hotter than expected – Joe Terranova breaks down his playbook for stocks now. Plus, President Biden officially named Lael Brainard to lead the NEC. Steve Liesman explains what could be next. And, market expert Mike Santoli tells us what he’s watching in tomorrow’s trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 14, 202344 min

Closing Bell: Stocks volatile on CPI print, Former Fed official Quarles reacts, Under-the-radar chip play 2/14/23

The major averages had a volatile session as Wall Street tried to make sense of a hotter-than-expected inflation report. Former Fed Vice Chairman for Supervision Randal Quarles discusses the print and how it could impact the Fed’s rate strategy. KeyCorp CEO Chris Gorman also talks inflation and gives his view on the state of the consumer and the lending market. The CEO of under-the-radar chips play Cadence Design Systems breaks down his company’s quarter and the outlook for the sector. Plus why Palantir saw a huge pop, Zoetis’s CEO on the avian flu, and why Bank of America thinks Nvidia could be a big winner in the AI wars. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 14, 202342 min

Closing Bell+ Exclusive: Bank of America Chairman & CEO Brian Moynihan 2/14/23

CNBC’s Sara Eisen sits down with Brian Moynihan, Bank of America CEO, in an exclusive interview to discuss his thoughts on consumer spending, 2023 expectations and mortgages. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 14, 202310 min

Closing Bell Overtime: Countdown to CPI 2/13/23

A lot is a riding on tomorrow’s CPI, with investors wondering what different scenarios could mean for your money. Lauren Goodwin of New York Life gives her take on what’s at stake. Plus, top financial advisor Rich Saperstein gives his outlook for stocks. And, Josh Bennett of Weatherbie Capital breaks down some under-the-radar growth plays for your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 13, 202344 min

Closing Bell: Stocks rebound ahead of CPI, Fanatics CEO on sports merch, the “no landing” scenario 2/13/23

Stocks rose to start the week ahead of Tuesday’s key inflation report, which investors will focus on for clues about the Fed’s next move. Wall Street Journal reporter Nick Timiraos joins to discuss the increased rumblings on Wall Street of a “no landing” scenario. Wells Fargo’s Chris Harvey talks about his call that the bear market is over, but the bull market is stuck in traffic. The CEO of Fanatics breaks down the demand for sports merchandise following the Super Bowl, and talks about opportunities in livestreamed shopping and his prospects in the IPO market. Edgewell’s CEO gives his read on the consumer and talks about a warning from Walmart telling suppliers not to raise prices. Plus the latest on Microsoft’s continued strength, another pop for Meta, and Ford’s newest EV move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 13, 202342 min

Closing Bell Overtime 2/10/23

A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 10, 202344 min

Closing Bell: Mixed session to end the week, Gary Vaynerchuk on Super Bowl Ads, Google employee dissent 2/10/23

The major averages saw mixed action to close out a mostly downbeat week on Wall Street. Warren Pies from 3Fourteen Research discusses the technical levels he’s watching in the S&P 500, and a potential false buy signal that could trick investors. Content and advertising expert Gary Vaynerchuk talks about the record $7 million price tag for Super Bowl ads, and why he thinks they’re still underpriced. Michelle Meyer from Mastercard breaks down the muddled picture on the consumer – as sentiment tops estimates but color from earnings calls comes in mixed. Plus the latest on employee dissent at Google over its AI unveil, and Lyft’s earnings disaster. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 10, 202343 min

Closing Bell Overtime: Where Does the Rally Go From Here? 2/9/23

“Too soon to declare victory over inflation” – that’s what JP Morgan’s Jamie Dimon says. So, where is the rally really going from here? Bryn Talkington of Requisite Capital Management gives her take. Plus, instant reaction to Lyft, PayPal and Expedia results. And, Mike Santoli explains what he is watching as we head into the final trading day of the week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 9, 202344 min

Closing Bell: Stocks Sink, Inflation Nation & Disney's Earnings Delight 2/9/23

Stocks sell off on rising fears the Federal Reserve will raise interest rates higher than investors are expecting. Cantor Fitzgerald's Eric Johnston and Fairlead's Katie Stockton explain why they are both skeptical of the recent rally and believe the market could keep falling. Disney taking investors on a roller coaster ride after reporting better than expected earnings. Rosenblatt's Barton Crockett raised his price target on the stock and explains why investors should buy the stock on the pullback. JPMorgan CEO Jamie Dimon says it's too early to declare victory against inflation. Bank of America Securities Economist Michael Gapen tells us whether he agrees. Sunnova CEO John Berger discusses the demand for solar panels amid concerns about the economy and consumer spending. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 9, 202343 min

Closing Bell Overtime: Disney Earnings Breakdown 2/8/23

A parade of earnings hit the tape in Overtime – with investors squarely focused on Disney. Instant shareholder analysis from Sand Hill Global’s Brenda Vingiello and Patti Brennan of Key Financial. Plus, Disney CEO Bob Iger announced a big restructuring on the company’s conference call. Jim Lebenthal of Cerity Partners gives his first reaction to that news. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 8, 202346 min

Closing Bell: Stocks pull back, CVS CEO on multi-billion dollar deal, Under Armour founder on inventory, Bard’s Blunder 2/8/23

Stocks pulled back in Wednesday trading amid more earnings and concerns around the Fed’s rate hike path. CME CEO Terry Duffy breaks down the trading environment and the signals he sees from chair Powell. CVS CEO Karen Lynch joins for an exclusive interview on the back of earnings and a multi-billion dollar deal for Oak Street Health. Under Armour founder Kevin Plank and interim CEO Colin Browne discuss earnings and inventory issues. Plus the latest on Uber’s pop, a hiccup around Activision’s deal with Microsoft, and Bard’s blunder that sent shares of Alphabet lower. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 8, 202342 min

Closing Bell Overtime: Whipsaw Ride in Stocks 2/7/23

The Fed chair spoke today – and his comments have investors wondering what could be in store for the future of the rally. Virtus’ Joe Terranova gives his market forecast. Plus, star VC Lo Toney of Plexo Capital gives his take on Microsoft’s big bet on artificial intelligence. And, Vanguard CEO Tim Buckley – who oversees more than $7T in assets – weighs in on the market and the fed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 7, 202343 min

Closing Bell: Powell sends market on rollercoaster ride, Clarida reacts, Chegg CEO on share plunge 2/7/23

: The major averages took a rollercoaster ride mid-session as Wall Street reacted to comments from Fed Chair Powell at the Economic Club of Washington. Former Fed Vice Chairman Richard Clarida joins to break down the messaging and to share his expectations for rate policy for the rest of the year. Shares of Chegg were in detention after the ed-tech company gave light revenue guidance. CEO Dan Rosensweig discusses what analysts might be missing in the outlook. Citi’s Jim Suva talks about Apple’s prospects in the growing A.I. race, as Microsoft unveils how it will integrate ChatGPT into search. Plus the latest on a pop for Zoom, and a potential healthcare deal in the works. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 7, 202343 min

Closing Bell Overtime: Time to Play Offense? 2/6/23

Is it time – for the first time in a long time – to play offense in this market? Vantage Rock’s Avery Sheffield gives her take. Plus, EMJ’s Eric Jackson makes the case for a slew of growth stocks. And, Mark Newton from Fundstrat breaks down the key levels he is watching to start the week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 6, 202344 min

Closing Bell: Stocks fall to start the week, C3.AI CEO on the AI boom, Ballooning tensions with China 2/6/23

Stocks fell to start the week, but closed well off the worst levels of the session, as investors await a number of big earnings and a key speech from Fed chair Powell on Tuesday. The Nasdaq saw the sharpest declines, finishing lower by around 1%. Toni Sacconaghi from Bernstein and David Rolfe from Wedgewood Partners discuss the prospect of a lost decade for tech investors. The CEO of C3.AI talks about his stock’s huge run amid the buzz surrounding AI and ChatGPT. Anna Ashton from Eurasia Group breaks down the implications of the US’s decision to shoot down a suspected Chinese spy balloon. Plus the latest on big pullbacks for RH and Tyson Foods, and the buzz surrounding a drug side-effect dubbed “Ozempic face.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 6, 202342 min

Closing Bell Overtime: Big Win for the Bulls? 2/3/23

After a big week for the markets – the question remains: did the bulls get the leg up they were looking for? John Mowrey of NFJ Group gives his take. Plus, big tech shareholder George Seay weighs in on the state of the sector after a parade of earnings. And, market expert Mike Santoli’s Last Word as we head into a fresh week of trade. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 3, 202344 min

Closing Bell: Jobs shocker, NEC Director responds, Mega-cap tech falls short, PNC CEO on the consumer 2/3/23

Stocks declined in Friday trading following a blowout jobs number that nearly tripled estimates, and on the back of weakness in the tech sector after disappointing results from Amazon and Alphabet. National Economic Council Director Brian Deese breaks down what he called a “surprisingly strong” headline jobs number. Youssef Squali from Truist discusses his outlook for Alphabet and Amazon on the back of soft earnings. PNC CEO Bill Demchak talks about the signs he’s seeing from consumers and the state of the lending business. Plus the latest on Ford’s pullback, Starbucks and Apple results, and Ryan Cohen’s new target. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 3, 202343 min

Closing Bell Overtime: Mega-Cap Tech Earnings Parade 2/2/23

Amazon, Alphabet and Apple all reported quarterly results in Overtime. Stephanie Link of Hightower, Dan Ives of Wedbush and CIC Wealth’s Malcolm Etheridge give their all-star analysis. Plus, Mike Santoli breaks down all these big reports and what it could mean for the broader market picture. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 2, 202346 min

Closing Bell: Nasdaq surges, Meta’s monster quarter, Digesting the Fed, Hot homebuilders 2/2/23

It was a mixed session for the major averages as the Nasdaq surged following Meta’s results, while the Dow pulled back a bit and the S&P 500 traded in-between. Mark Mahaney from Evercore ISI breaks down Meta’s surge and the read-through for Alphabet and Amazon. Analyst Angelo Zino previews what to expect from Apple. Former PIMCO Chief Economist Paul McCulley and G Squared’s Victoria Greene discuss the messaging from the Fed. Jonny Fine from Goldman Sachs talks opportunities in the credit market. Plus the latest on Disney’s activist battle, the CEO of homebuilder Meritage Homes on earnings, and why owning chickens to fight egg inflation isn’t all it’s cracked up to be. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 2, 202343 min

Closing Bell Overtime: What’s Next for your Money? 2/1/23

Investors are digesting all of today’s key Fed developments and are looking ahead to some critical earnings reports in the next 24 hours. Ritholtz Wealth Management’s Josh Brown gives his forecast for stocks. Plus, instant reaction to Meta’s results from Hightower’s Stephanie Link. And, DoubleLine’s Jeffrey Gundlach gives his exclusive, first take on the Fed and where he is seeing opportunity in the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 1, 202349 min

Closing Bell: Powell presser pumps up market, Gary Cohn reacts, Big earnings movers 2/1/23

Stocks rallied during Fed chair Jerome Powell’s news conference after the Fed announced its decision to raise rates by 25 basis points, with investors keying in on Powell’s comments around taming inflation. Former NEC Director Gary Cohn joins for an extensive breakdown of the decision and Powell’s words. David Zervos from Jefferies discusses the impact on the market and for investors. Plus why AMD and Peloton surged on earnings, and what to watch from Meta’s results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 1, 202337 min

Closing Bell Overtime: Critical 48 Hours for your Money 1/31/23

The next 48 hours will be critical for stocks and your money – with the Fed decision and news conference with Jay Powell along with some high stakes earnings. Virtus Investment’s Joe Terranova gives his set-up. Plus, top chips analyst Stacy Rasgon gives his instant reaction to AMD’s quarterly results. And, Snap shares got slammed in Overtime. So, could this spell trouble for Meta? Alex Kantrowitz of Big Technology breaks down what he’s expecting. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 31, 202344 min

Closing Bell: Strong ending to a strong month, FCC Commissioner on potential TikTok ban, Visa CEO on consumer spending 1/31/2023

The major averages climbed in Tuesday trading to cap off a solid month of gains, finishing the session at the highs. Tony Dwyer from Canaccord Genuity joins to discuss the strength this month and what he expects from Wednesday’s Fed Decision. FCC Commissioner Brendan Carr weighs in on calls for a TikTok ban and a further crackdown on Huawei. Visa CEO Al Kelly gives his outlook for the consumer and the payments industry in his last interview before stepping down as head of the company. Plus the latest on GM’s earnings beat, Exxon facing heat from the White House, and the key factor driving Spotify’s user growth. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 31, 202342 min

Closing Bell Overtime: Game-Changing Week Ahead? 1/30/23

The days ahead could change the road of this market for months to come, with the Fed meeting starting tomorrow and earnings from more big tech names and the all-important jobs report on Friday. Trivariate’s Adam Parker breaks down what is at stake. Plus, the ultimate bull versus bear debate between Ed Yardeni of Yardeni Research and Eric Johnston of Cantor Fitzgerald spar over their market forecasts. And, is this year’s early rally really sustainable? Skybridge Capital’s Anthony Scaramucci explains his forecast for stocks and the Fed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 30, 202344 min

Closing Bell: Stocks pull back to start huge week of catalysts, Dan Niles previews tech earnings, Charting Tesla 1/30/23

Stocks fell to kick off a week filled with market-moving catalysts, including Wednesday’s Fed decision and key earnings from mega-cap tech. Warren Pies from 3Fourteen Research breaks down whether or not the Fed can engineer a soft landing. Satori Fund’s Dan Niles discusses his picks ahead of earnings this week from Meta, Alphabet, Apple, and Amazon. Chart expert Jeff DeGraaf takes a closer look at Tesla’s big year-to-date run. Plus the latest on Sofi’s pop, J&J’s slump, and China’s potential competitor to ChatGPT. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 30, 202342 min

Closing Bell Overtime: Trading the Market’s Next Move 1/27/23

Investors are gearing up for a massive week ahead. So, what’s at stake for your money? Wharton School professor Jeremy Siegel gives his forecast for the Fed, stocks and more. Plus, Courtney Garcia of Payne Capital says forget tech! She explains where she is seeing opportunity in the market right now. And, Capital Wealth Planning’s Kevin Simpson breaks down his latest trades and some new top picks for your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 27, 202344 min

Closing Bell: Another week of gains, Former Fed Vice Chair weighs in, Debating Tesla’s valuation 1/27/23

Stocks closed out another week of gains on a mostly positive note, despite a big drop for Intel on the back of brutal earnings and guidance. Analyst Matt Bryson and Emily Hill from Bowersock Capital discuss Intel’s pullback and the readthrough for the rest of the chips space. Aswath Damodaran, the “Dean of Valuation,” breaks down this week’s huge upside move for Tesla and the level at which he thinks the stock is fairly valued. Former Fed Vice Chairman Richard Clarida discusses new inflation data and how that informs the Fed’s thinking ahead of next week’s interest rate decision. Plus the latest on American Express, Apple, and a potential bankruptcy for a major sports network. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 27, 202343 min

Closing Bell Overtime: Recession Fears Fade = Rally Time? 1/26/23

Have those most imminent recession fears been pushed off enough that this rally can actually last longer than most thought? Kevin Gordon of Charles Schwab gives his forecast. Plus, Intel reported results in Overtime. Top chip analyst Stacy Rasgon gives his instant reaction. And, Mike Santoli’s Last Word on what he’s watching as we head into the final trading day of this busy week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 26, 202344 min

Closing Bell: Strong GDP boosts sentiment, Tesla drives a Nasdaq rally, Diageo buzzkill 1/26/23

Stocks rallied after GDP came in above expectations, giving a boost to investor sentiment, while the Nasdaq surged on strong Tesla earnings. Council of Economic Advisers Chair Cecilia Rouse joins to weigh on the state of the economy and inflation, and how that meshes with the recent wave of tech layoffs. Rouse also discusses news that Chevron is undertaking a $75 billion buyback, and how the White House views that use of capital. Meantime shares of spirits-maker Diageo fell on concerns about North American growth. CEO Ivan Menezes joins with his read on the US consumer and the boom in tequila. Plus the latest on Nike, IBM, and Southwest’s big hit from its holiday disruptions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 26, 202343 min

Closing Bell Overtime 1/25/23

A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 25, 202344 min

Closing Bell: Stocks make another big comeback, Microsoft’s messaging, Sir Martin Sorrell on DOJ’s case against Google 1/25/23

Stocks staged another impressive intraday comeback in Wednesday trading, with the Dow erasing a 460 point loss. Microsoft was a big part of that reversal, initially falling on soft guidance but gaining ground throughout the session. Analyst Keith Weiss and Barbara Doran from BD8 Capital Partners discuss the messaging from Microsoft and the readthrough for the rest of tech earnings. Ad titan Sir Martin Sorrell joins to break down the DOJ’s case against Google, and what it means for other players in the space. Plus the latest on earnings from Boeing and AT&T, and why Wall Street is buzzing about Fed vice chair Lael Brainard. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 25, 202343 min

Closing Bell Overtime 1/24/23

A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 24, 202340 min

Closing Bell: Dow Storms Back, Alphabet Antitrust Suit & REIT Rebound? 1/24/23

The Dow staging a late day comeback with a nearly 400 point swing following a mixed batch of corporate earnings. The Justice Department and eight states filing an antitrust lawsuit against Alphabet over its dominance in the digital advertising market. Colorado Attorney General Phil Weiser on why he is alleging Alphabet tried to control all sides of the advertising market and why that business should be broken up. Evercore ISI’s Mark Mahaney says the worst case for Alphabet is they are forced to spin off its ad business, which could end up being decent for investors. Cantor Fitzgerald CEO Howard Lutnick, who is also Chairman commercial real estate firm Newmark on why he thinks there could be a big rally in REITs this year. Bernstein’s Aneesha Sherman explains why she is downgrading Lululemon to sell and slashing her price target on the stock. And MoffettNathanson’s Sterling Auty on what he expects to hear when Microsoft reports earnings after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 24, 202344 min

Closing Bell Overtime: Let it Ride or Ring the Register? 1/23/23

It’s shaping up to be a big week for your money, with the rally very much in question. So, should investors buy into the move or take the opportunity to sell? New Edge’s Cameron Dawson gives her take. Plus, Microsoft earnings on deck tomorrow evening. Lo Toney – Plexo Capital Founding Managing Partner – gives his set up into the big report. And, Bank of America’s Chris Hyzy is back with a big money warning. He explains the key headwinds every investor needs to keep an eye on. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 23, 202344 min

Closing Bell: Stocks Rally, Semis Surge & Recession Fears Fading? 1/23/23

Tech stocks leading the market higher as Wall Street gears up for another big week of corporate earnings. Semiconductor stocks among the big winners after a bullish call by Barclays. Wedbush’s Matt Bryson tells us whether he thinks the chips look cheap. Salesforce shares surging after two big investors took stakes in the software giant. Cowen’s Derrick Wood downgraded the stock on Friday and discusses whether he is reconsidering that bearish call. Former Council of Economic Advisers Chair Jason Furman reacts to a new survey showing recession fears are fading, but cautions strong consumer spending trends look unsustainable. And Compass CEO Robert Reffkin explains why he thinks the housing market may have hit a bottom at the end of 2022 despite the Federal Reserve’s plan to keep raising interest rates. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 23, 202342 min

Closing Bell Overtime: Strong Finish to a Bad Week 1/20/23

Stocks had a tough run this week, but did manage to rally in today’s session. Greg Branch of Veritas Financial gives his expert forecast. Plus, Goldman Sachs shares fell on a report from the WSJ saying the Federal Reserve is investigating the bank’s marcus consumer business. Wells Fargo’s Mike Mayo breaks down what is at stake. And, instant updates as Elon Musk testifies in a federal trial over his 2018 tweets about taking Tesla private. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 20, 202352 min