Closing Bell

Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh, and Victoria Greene, Founder and Chief Investment Officer at G Squared Private Wealth talk the broader market outlook. Tom Rogers breaks down Paramount’s hostile bid for Warner Bros. and the potential market impact. Our Steve Kovach breaks down Apple leadership departures and the company’s AI strategy. AWS CEO Matt Garman and Accenture’s Julie Sweet discuss enterprise and cloud demand trends. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The commerce department is set to allow exports of Nvidia H200 chips to China. We break down that developing story with our Kristina Partsinevelos and super analyst Dan Ives from Wedbush. Plus, Blackrock’s Rick Rieder weighs in on the market, rates and the Fed’s next move. And, top technician Jeff DeGraaf tells us how he is playing the recent break out in the banks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New economic data after the government shutdown and what it means for the Fed. Diane Swonk, Chief Economist at KPMG, breaks it down. RTX CEO Chris Calio joins for a wide-ranging conversation from Reagan National Defense Forum, the biggest defense conference of the year. Other exclusive interviews from RNDF with L3Harris CEO Chris Kubasik and Booz Allen CEO Horacio Rozanski. We track the latest on a potential Netflix–Warner Bros. deal, check in on market signals with Mike Santoli. Samsara CEO Sanjit Biswas on the state of connected operations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can stocks stage an end of year run? We discuss with The Wharton School’s Jeremy Siegel, Requisite Capital’s Bryn Talkington and Neuberger Berman’s Shannon Saccocia. Plus, we hear from Alex Lasry – the CEO of the New York, New Jersey host committee – with what the World Cup in the U.S. could mean for fans, businesses and more. And, Alger’s Ankur Crawford brings us her top stock picks for 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors weigh bonds, jobless claims, and rising economic concerns with Jim Paulsen of Paulsen Perspectives and Charles Bobrinskoy, Vice Chairman at Ariel Investments. Earnings from Hewlett Packard Enterprise, Rubrik, Ulta Beauty, and SentinelOne help shape the afternoon narrative. Mike Proulx of Forrester and Lloyd Walmsley of Mizuho analyze Meta’s reported pullback in metaverse spending and its implications for the tech landscape. We also hear from Rubrik CEO Bipul Sinha on results, dig into retail earnings with Courtney Reagan, and assess the 2026 IPO outlook with Brianne Lynch, Head of Market Insights at EquityZen, before wrapping with a look at tomorrow’s key market drivers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We discuss the big battle of the AI devices and the big tech players in that fight with our own Steve Kovach and Big Technology’s Alex Kantrotwitz. Plus, Solus’ Dan Greenhaus, iCapital’s Sonali Basak and Invesco’s Brian Levitt debate the state of the market as we near the end of the year. And, Mohamed El-Erian from Allianz tells us which potential Fed chair would be best for the equity market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Brennan sits down with Will Roper, Istari CEO, on the latest episode of Manifest Space. They discuss the startup’s big news announced today: partnering with Blue Origin on making a moon dust battery – a device designed entirely with AI. They discuss Istari's "ground" infrastructure that lets AI innovate within guardrails, preventing hallucinations while maintaining creativity. Plus, why connecting data without consolidating it could transform aerospace and defense. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big day of tech earnings, including results from Salesforce, Snowflake, C3.AI and UiPath. BD8 Capital’s Barbara Doran and Charles Schwab’s Kevin Gordon break down the market action and react to the key earnings. C3.AI CEO Stephen Ehikian joins to break down the company’s quarter and broader trends in the industry. UiPath CEO Daniel Dines talks enterprise spending levels after his company’s earnings. Fortune Brands CEO Nicholas Fink on the health of the consumer and where they are spending in their home. Plus, Jensen Huang heads to Capitol Hill to lobby for export control changes. 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.

Michael Dell joins from the White House first on CNBC after pledging over $6B to partially fund investment accounts for 25 million American children. He also discusses the broader AI trade and demand. Argent Capital’s Jed Ellerbroek and Innovator ETFs Tim Urbanowicz break down today’s market action. Pure Storage CEO Charles Giancarlo joins after earnings—the stock fell in Overtime but he makes the case for strong demand. Jefferies analyst Sheila Kahyaoglu on Boeing best day since April and if the bottom if in for the stock. 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.

Stocks, crypto fall to start December as the risk-off trade continues. HSBC’s Max Kettner breaks down the market action. T. Rowe Price’s Tony Wang talks top tech stocks on the three-year anniversary of the AI bull market. Black Friday winners and losers with Goldman Sachs’ Kate McShane. New MongoDB CEO CJ Desai on the company’s latest quarter. 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.

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.

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.

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.

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.

Reports that Kevin Hassett is the front-runner to be the next Fed chair sent stocks higher today. We discuss that big move with our market panel – Trivariate’s Adam Parker, PNC’s Yung-Yu Ma and Requisite Capital’s Bryn Talkington. Plus, Former Dallas Fed president Richard Fisher gives us his prediction for what the Fed’s next move will be. And, we break down all the key figures to watch from HP and Dell when they report in Overtime. 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.

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.

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.

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.

We bring you all the action from a wild day in the markets. After Nvidia’s strong earnings, shares were up 5% in early trading. But by midday, Nvidia was in the red, dragging the rest of the market with it. Paul Hickey of Bespoke and Schwab Asset Management’s Omar Aguilar break down the market action. Earnings from Gap, Ross Stores, and Intuit set the tone for retail and software. New T-Mobile CEO Srini Gopalan on the sector’s growing competition. Tony Wang of T. Rowe Price joins to look at tech’s midday selloff and Nvidia. The nuclear-AI trade unwind with Fermi CEO Toby Neugebauer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia shares gained in Overtime after the company delivered strong results, topping estimates for earnings and revenue while raising its guidance. Nvidia CEO Jensen Huang said that sales for the company’s current-generation GPU, called Blackwell, are “off the charts.” We have you covered from every angle. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

All eyes are on Nvidia today. What should investors expect from the report, the guidance, and the conference call? We discuss with Kristina Partsinevelos, Bernstein’s Stacy Rasgon and Capital Area Planning Group’s Malcolm Ethridge. Plus, Sherry Paul from Morgan Stanley tells us what’s at stake for the AI trade on the back of those critical earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The markets closed lower in a volatile session ahead of Wednesday’s Nvidia report, the most closely-watched earnings of the quarter and maybe the year. We have the technical read and what a top analyst is watching. Plus, Microsoft’s AI sales push and CEO of global industrial giant ABB on the key economic signals from around the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We debate the state of the markets ahead of Nvidia’s earnings in a little over 24 hours from now with our all-star panel Sofi’s Liz Thomas, Humilis’ Brian Belski, iCapital’s Sonali Basak. Plus, NYU’s Aswath Damodaran weighs in on tech valuations. And, Goldman Sachs’ Elizabeth Burton tells us where she is finding opportunities outside of the U.S. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kristina Partsinevelos recaps the market while Rick Santelli breaks down bond market moves and Mackenzie Sigalos explains Bitcoin’s “death cross.” Stephanie Aliaga from JPM Asset Management outlines the AI investment thesis, and Ben Bajarin of Creative Strategies weighs in on NVIDIA earnings and Apple succession plans. Drew Pettit of Citi explores thematic baskets heading into year-end, and Dallas Tanner, CEO of Invitation Homes, provides insight on the housing market. 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.

Morgan Brennan sits down with Dirk Wallinger, York Space Systems founder and CEO, on the latest episode of Manifest Space. They discuss the rapid shift in the role space plays in national security—and why supply chain resiliency is more important then ever, plus York’s role as a prime contractor for the U.S. government and who wins the next era of commercial and defense space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A volatile week in markets as Mackenzie Sigalos breaks down the big crypto selloff and Steve Liesman explains the Fed’s dilemma. Sam Stovall of CFRA and Jose Rasco of HSBC analyze market reactions, while Seema Mody highlights the GPU-driven tech selloff and debates over Oracle and CoreWeave valuations. Futurm’s Daniel Newman on how this week fits into the broader AI narrative. Katie Stockton of Fairlead walks through the technical on Nvidia, VIX and more. Courtney Reagan discusses Walmart’s new CEO. Finally, Adam Crisafulli of Vital Knowledge previews next week’s market catalysts. 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.

Stocks sold off today, especially in tech. More fears around the valuations in the AI trade hitting some high-momentum names. One bright spot: health care. Bernstein analyst Lance Wilkes breaks down his top picks. Cursor CEO Michael Truell on the company’s latest fundraise and valuation, nearly tripling in just five months. Plus, our Melissa Lee on some popular insurance schemes that offer huge savings on medications – but could put patient lives in danger. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is this another routine but fleeting gut check or are the bull market underpinnings of tech leadership and a friendly Fed buckling? We discuss with Cheryl Young from Rockefeller Global Family Office, Gabriella Santos of JP Morgan Asset Management and Yung-Yu Ma of PNC Asset Management. Plus, Jeff DeGraaf of Renaissance Macro tells us where he is finding opportunities outside of tech. And, former Dallas Fed President Robert Kaplan tells us if he thinks the Fed will cut in December. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow notched its first close above 48,000 despite tech falling today. Carson Group’s Ryan Detrick and Wealth Enhancement’s Ayako Yoshioka break down the market action. Cisco rises after reporting earnings. Our Leslie Picker on the record run for big banks. Commvault CEO Sanjay Mirchandani on protecting data as AI enhances cybersecurity threats. Fast Money trader Tim Seymour gives his top international picks. We close out with Needham’s Laura Martin previews tomorrow’s Disney earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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.

A flurry of AI headlines have investors talking today. Deirdre Bosa breaks all of those down for us – and we discuss with our panel Trivariate’s Adam Parker, New York Life Investment’s Lauren Goodwin and JPMorgan’s Jordan Jackson. Plus, of all the mega-cap companies dolling out hundreds of billions in cap-ex, Apple has escaped much of that scrutiny. The company has often been criticized for being late to the AI party… but could that be a blessing in disguise? We break that down with Steve Kovach and Big Technology’s Alex Kantrowitz. And, AMD held its first analyst day in years. We run through the biggest headlines and what it could mean for the stock. 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.

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.

Morgan Brennan sits down with Steve Altemus, CEO and co-founder of Intuitive Machine, a company known for lunar landings. But the company just bought Lanteris (formerly part of Maxar )to expand into multi-domain space and establish deep-space communications. Altemus explains how Intuitive Machines plans to own and operate a “Verizon from the Moon,” the next steps in its lunar landing missions, and how the ongoing government shutdown is affecting new space contracts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are markets starting to rotate out of tech? Jim Paulsen of Paulsen Perspectives weighs in as investors reassess the rally. On Capitol Hill, Emily Wilkins tracks the latest on the government shutdown. Mark Mahaney of Evercore ISI breaks down gig economy earnings and investor takeaways. Dana Telsey dives into retail and consumer trends. Plus, Kathy Boyle of Andreessen Horowitz joins to discuss the cooling AI trade and OpenAI’s leadership drama. Also featuring travel disruptions with Phil LeBeau and a look at next week’s catalysts with Adam Crisafulli of Vital Knowledge. 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.

Farr, Miller & Washington’s Michael Farr breaks down the big earnings movers, including Affirm, Block, Expedia and Airbnb. William Blair’s Jed Dorsheimer breaks down Musk’s pay package vote. HSBC’s Alastair Pinder on where to invest globally. Rockwell Automation CEO Blake Moret on his company’s strong quarter and using AI. LinkedIn Head of Economics Kory Kantenga on alternative jobs data. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the recent AI unwind the start of something bigger? We discuss with Partners Group’s Anastasia Amoroso, Neuberger Berman’s Shannon Saccocia and Wilmington Trust’s Meghan Shue. Plus, shares of Qualcomm fell despite better-than-expected Q4 results and a strong forecast. We discuss that move with star analyst Stacy Rasgon. And, Morgan Stanley’s Lisa Shalett tells what she is expecting from stocks – amid an ugly day for the broad market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech bounced back after yesterday’s slide. Argent Capital portfolio manager Jed Ellerbroek breaks down the big earnings movers after hours, including Robinhood, Arm, Qualcomm and Lyft. Unity COE Matthew Bromberg on his company’s blowout quarter. Seaport analyst Jay Goldberg analyzes Qualcomm’s quarter and guidance. Quantinuum CEO Rajeeb Hazra on launching its new commercial product Helios. Fundstrat’s Tom Lee on bitcoin’s bounceback. 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 state of the retail investor? We discuss with Mike Santoli – as well as the head of advisor services for Charles Schwab Jon Beatty and advisor Shirl Penney of Dynasty Financial. Plus, iCapital’s Sonali Basak tells us where she sees the AI trade heading from here. And, we run through all the key themes to watch from Snap and Qualcomm results in Overtime. 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.

Are we starting to see the tide go out on the bull market or is this just some froth being skimmed away? We discuss with Dan Greenhaus of Solus Alternative Asset Management, Sofi’s Liz Thomas and Ned Davis Research’s Ed Clissold. Plus, we discuss some big opportunities outside of the tech and AI space with portfolio manager Brian Kersmanc of GQG Partners. And, star analyst Stacy Rasgon tells us what he is expecting from AMD results in Overtime. 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.