Closing Bell

How much more does this record-setting rally have in the tank? Is it already in the early stages of rolling over? We discuss with Tom Lee from Fundstrat, Payne Capital’s Courtney Garcia and Ali Flynn Phillips from Obermeyer Wealth Partners. Plus, Renaissance Macro’s Jeff DeGraaf tells us why he thinks stocks could feel some pain ahead. And, the White House is reportedly reviewing new contenders for next Federal Reserve Chair. Steve Liesman explains – and Vantage Rock’s Avery Sheffield tells us what it could mean for the market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Impulse Space is expanding further into space. The in-space services startup has two space tugs in low earth orbit, but an upgraded spacecraft capable of going to geosynchronous orbit will launch this fall. Founder & CEO Tom Mueller was a founding member of SpaceX where his work on propulsion led the way for reusable rocket engines. He joins Morgan Brennan to discuss the new frontier, the startup’s $300M Series C funding round, and the potential for an IPO. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kevin Gordon of Charles Schwab and Victoria Greene of G Squared weigh in on the broader market picture, while earnings roll in from Block, Expedia, Dropbox, Pinterest, and more. Mizuho’s Dan Dolev joins to break down the fintech landscape post-Block results, and Warner Music CEO Rob Kyncl joins to talk earnings and the bigger picture for the music industry. Plus: the Firefly IPO, the Lilly-Novo rivalry, and a White House push on private assets in retirement plans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Wharton School’s Professor Jeremy Siegel tells us what he thinks the next catalyst for stocks might be. Plus, Saira Malik from Nuveen is mapping out her market playbook. And, top technician Jason Hunter is highlighting three things he is watching that could signal a pullback for stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

White House Council of Economic Advisors Chairman Stephen Miran weighs in ahead of the midnight deadline for tariffs ramping up. In Seattle, Jon sits down with Amazon’s VP of AI & Compute, David Brown, to discuss the company’s ambitions in artificial intelligence. Plus, Apple’s $100 billion investment analyzed with Patrick Moorhead and Steve Kovach. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tim Cook – CEO of Apple – is visiting the White House this afternoon. We discuss what is at stake for the company with Wedbush’s Dan Ives and CNBC’s Steve Kovach. Plus, Ashley MacNeill from Vista Equity Partners weighs in on the state of the IPO market. And, top technician Jonathan Krinsky of BTIG is flagging a downturn ahead. He tells us why. 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.

Is this market just taking a breather before launching its next leg higher or has momentum grinded to a halt? We discuss with Trivariate’s Adam Parker, Robinhood’s Stephanie Guild and Truist’s Keith Lerner. Plus, Morgan Stanley’s Sherry Paul breaks out her private wealth playbook. And, Jim Stewart – who wrote the book on Disney – tells us what he is watching from that company’s report tomorrow morning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market discussion with insight from JP Morgan’s David Kelly and Bahnsen Group’s David Bahnsen. Rick Santelli and Steve Liesman weigh in on rates and labor. Palantir earnings take center stage with analyst Brent Bracelin and exclusive insights from CEO Alex Karp. Other earnings: Hims & Hers, Lattice, Simon Property, and Vertex Pharma. Plus: A look ahead to key earnings from AMD, Disney, and McDonald’s, and final thoughts on Elon Musk’s pay package. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New questions swirl about the heath of the US economy and whether the Fed will soon cut interest rates. We discuss with DoubleLine’s Jeffrey Gundlach. Plus, we break down today’s big bounce with Bank of America’s Chris Hyzy and NewEdge Wealth’s Cameron Dawson. And we set you up for all the big earnings in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets react to a full slate of headlines—from the weak July jobs report to Trump’s threats against the BLS. Stocks post their worst day in months. Bob Elliott of Unlimited and Michael Farr of Farr, Miller & Washington break down the broader setup while Goldman’s Eric Sheridan looks at the tech carnage. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump called for the Bureau of Labor Statistics Commissioner just hours after the agency reported slowing U.S. job growth. Allianz’ Mohamed El-Erian gives us his first reaction to that breaking news. Plus, stocks sank in the final hour of trade. Morgan Stanley’s Chis Toomey weighs in on that massive move – and tells us where he sees the recent rally headed. And, we hear from a star analyst following Apple’s blowout numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple's had its biggest revenue growth since December 2021—but it also has a space play in its back pocket. Apple owns a 20% stake in Globalstar, the satellite company that gives iPhones their space-based emergency service communications. Globalstar CEO Paul Jacobs joins Morgan Brennan to discuss the promise of satellite communications, physical AI and the fight for spectrum. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A massive hour of results: Amazon reports and we break it down with Roth MKM’s Rohit Kolkarni and BD8 Capital’s Barbara Duran. Coinbase CFO Alesia Haas joins post-earnings and before the call. Apple posts a strong quarter. We hear insights from DA Davidson’s Gil Luria and tech analyst Patrick Moorhead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech investors anxiously awaiting results from Apple and Amazon in Overtime. We discuss what to watch with an all-star panel including Requisite Capital’s Bryn Talkington, Odyssey Capital’s Jason Snipe. Big Technology’s Alex Kantrowitz and Mark Mahaney from Evercore ISI. Plus, JP Morgan Private Bank’s Abby Yoder maps out where she sees the rally headed. And, Andrew Ross Sorkin joins Mike Santoli to discuss Figma’s market debut. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Huge day of earnings kicks off with Microsoft and Meta. Markets react to the Fed with insight from Jefferies’ David Zervos. Other earnings include Qualcomm, Robinhood, and Ford. Jefferies’ Brent Thill and Constellation Research’s Ray Wang break down the tech results. Ford CEO Jim Farley joins to the latest quarter plus Ford’s EV strategy. 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.

Markets digest a wave of earnings with Paul Hickey of Bespoke breaking down the trends. Visa, Starbucks, Booking Holdings, and Mondelez all report—with full team coverage. Nucor CEO Leon Topalian joins to discuss steel demand and economic signals. Evans May Wealth’s Brooke May previews a packed Wednesday featuring Jay Powell and Big Tech. Plus, breaking down a mega-merger in the rails with CEOs of Union Pacific and Norfolk Southern and CommVault CEO Sanjay Mirchandani on what was behind the cyber company’s strong quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What might hold the key to the next move in this rally? We discuss with Trivariate’s Adam Parker, Invesco’s Brian Levitt and Capital Area Planning Group’s Malcolm Ethridge. Plus, we get a pulse check on the credit market with Mark Okada of Sycamore Tree Capital. And, top financial advisor Rich Saperstein tells us how he is advising his clients right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets gear up for a critical week with trade, the Fed, and key earnings all on the table. Our Eamon Javers reports the latest from U.S.–China tariff talks in Stockholm, and Sameer Samana of Wells Fargo sets the big-picture scene. Longview Global’s Dewardric McNeal joins on how to make sense of trade headlines, while JPMorgan’s Matt Boss says it’s time to “Just Buy It” on Nike. T. Rowe’s Dom Rizzo previews a pivotal stretch for tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What’s priced into the markets at the start of a week featuring the heaviest slate of tech earnings reports, a Fed meeting, a tariff deadline and a crucial jobs report? We discuss with our all-star panel of Solus’ Dan Greenhaus, JPMorgan’s Stephanie Aliaga and Strategas’ Chris Verrone. Plus, Bill Miller IV tells us how he is playing the crypto space right now. And, we break down big move in Nike today – and the analyst call that’s driving that action. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P 500 notched a record high every day this week – the first time since November 2021. Our Kristina Partsinevelos breaks down the biggest movers, with Rick Santelli on the bond tape and Malcolm Ethridge of Capital Area Planning Group on the setup. Brent Bracelin of Piper Sandler weighs in on Palantir and his Street high price target. Meme stocks pop back up—Steve Sosnick of Interactive Brokers is on that. Plus, Katie Stockton sets up the charts ahead 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.

ULA is preparing for its next Vulcan launch in what will be the first official national security mission for the new rocket. A joint venture between Boeing & Lockheed Martin, ULA will conduct several launches for the government and then turn back to its commercial customer Amazon in the fall. ULA CEO joins Morgan Brennan to discuss the latest launch forecast for the company, Amazon Kuiper, and the need for national security in space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump toured the Fed’s renovation alongside Chair Jerome Powell before taking questions from reporters. We break down all the angles with our Steve Liesman and Eamon Javers, as well as former Federal Reserve Vice Chairman Roger Ferguson on what it means. Plus, the market breakdown from Vital Knowledge’s Adam Crisfulli and Citi’s Scott Chronert. Intel earnings reaction with Bernstein’s Stacy Rasgon. CSX CEO Joe Hinrichs on earnings and consolidation rumors in the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump expected to head to the Fed this afternoon. We discuss what’s at stake with our Senior Economics Correspondent Steve Liesman. Plus, we discuss how to play the market right now with Trivariate’s Adam Parker, JP Morgan’s Meera Pandit and Wealth Enhancement’s Ayako Yoshioka. And, Alger’s Ankur Crawford maps out how she is navigating the big tech space right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A huge earnings day, headlined by Tesla and Alphabet. Nuveen CIO Saira Malik breaks down these key results and what they mean for the broader market. T-Mobile CEO Mike Sievert in an exclusive interview before the earnings call. Chipotle CEO Scott Boatwright also joins before his company’s earnings call on the latest quarter and the state of the consumer. Analyst takes include Angelo Zino of CFRA on Alphabet and Craig Irwin of Roth Capital on Tesla. Other earnings include: IBM, ServiceNow, CSX, Las Vegas Sands. 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 as Alphabet and Tesla get ready to report in Overtime? We discuss with Wedbush’s Dan Ives and Odyssey Capital’s Jason Snipe. Plus, the Wharton School’s Jeremy Siegel says things will be better for the Fed if Chair Powell steps down. He explains why. And we tell you what to watch when Chipotle and IBM report after the bell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Innovator ETFs’ Tim Urbanowicz lays out the market backdrop after earnings from Texas Instruments and Capital One. Our Pippa Stevens tracks natural gas moves. Evercore’s Stephen Kim breaks down surging stock moves from DHI and PHM. Compass Point’s Ed Engel downgrades Circle after the GENIUS Act. Crossmark’s Bob Doll offers a broader view on bond moves and market leadership. Our Diana Olick reports on the rise of “accidental landlords.” Our Brandon Gomez reveals how U.S. spirits sales have cratered in Canada amid a tariff clash. Plus, Gil Luria of DA Davidson previews what to expect from Alphabet earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Blackrock’s Rick Rieder weighs in on the state of the market right now. Plus, meme mania is back. We drill down on the biggest movers with our all-star panel of Requisite Capital’s Bryn Talkington and Capital Area Planning’s Malcolm Ethridge. And, Intelligent Alpha’s Doug Clinton maps out how he is playing the tech space this earnings season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Schwab’s Omar Aguilar shares his latest market outlook. Madrona’s Matt McIlwain discusses whether the IPO window is opening—and why crypto companies are jumping into the public arena. Courtney Garcia of Payne Capital Management joins for a market check, and Truist’s Patrick Scholes explains his downgrade of Royal Caribbean. Finally, T. Rowe Price’s Tony Wang looks ahead to a crucial stretch for tech 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.

Planets Labs CEO Will Marshall joins Manifest Space to discuss the company’s rapid growth, fueled by deals across the globe as the changing geopolitical landscape means countries are looking for real-time data from satellites to respond to natural disasters, security threats and more. Planet Labs stock is up more than 100% in the last three months and Marshall talks about the demand for his company’s product. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A busy Friday show: Fidelity’s Jurrien Timmer weighs in on the market mood while BD8’s Barbara Doran breaks down the key earnings coming next week. Coinbase CEO Brian Armstrong joins from the White House after President Trump signed key crypto legislation into law. Our Leslie Picker breaks down why private assets likely won’t flood 401(k)s—even if Trump clears the path. Citi’s Jason Gursky previews defense 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.

Netflix earnings with on-the-spot insight from Evercore ISI’s Mark Mahaney, plus a look ahead to the company’s ad future with DoubleVerify CEO Mark Zagorski. Vital Knowledge’s Adam Crisafulli and Unlimited CEO Bob Elliott weigh in on the broader market tone. Interactive Brokers founder Thomas Peterffy on his company’s momentum and the retail participant in the current rally. 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.

Hadrian, a defense manufacturing startup focused on machine parts, has closed a $260 million Series C funding round. Led by Peter Thiel’s Founders Fund and Lux Capital, the capital will go towards building a 270,000 square foot factory in Arizona and expanding its California footprint. CEO Chris Power joins to discuss the raise, reviving American manufacturing and where defense tech goes from here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Steve Liesman and Jefferies' David Zervos break down the political and market implications as Trump inches closer to firing Fed Chair Jerome Powel. Key earnings include United Airlines and Alcoa. Alcoa CEO Bill Oplinger joins exclusively to react to his company’s quarterly numbers. Jim Paulsen of Paulsen Perspectives questions why markets aren’t more rattled, and MoffettNathanson’s Robert Fishman previews Netflix ahead of results. Plus, bond market moves with Rick Santelli, and Tim Seymour weighs in on global markets, Apple, and Diageo. 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.

Carson Group’s Ryan Detrick joins to explain why sentiment is shifting bullish. Neil Dutta of Renaissance Macro weighs in on inflation and Fed speculation. CFRA’s Alexander Yokum breaks down regional bank earnings, and CoreWeave CEO Michael Intrator joins from the Pennsylvania Energy Summit. Plus, our Diana Olick explores data centers in space. 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.

Is the market’s week-long pause working to refresh the bull for a further climb? Or is the market undergoing a midsummer stall as it did this time last year? We discuss with Avery Sheffield of Vantage Rock, Requisite Capital’s Bryn Talkington and HSBC’s Alastair Pinder. Plus, some big news in the fintech space breaking this afternoon – that group of stocks sinking midday. Top analyst Dan Dolev hops on the CNBC newsline with his instant reaction. And, one top technician highlights what he says are the three best charts in the market right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Varda Space, an in-space manufacturing startup, has just raised $187 million in a Series C round led by Natural Capital and Shrug Capital. Since its inception four years ago, Varda has completed three successful missions, with a fourth in orbit and fifth expected by the end of 2025. Co-founder & CEO Will Bruey joins Morgan Brennan to discuss drug manufacturing in microgravity, hypersonic testing and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Citi's Drew Pettit defends his new 6300 year-end S&P target, arguing AI justifies premium valuations. Stephanie Link scans for strength Microsoft President Brad Smith on his company’s $4B AI workforce plan and how AI is already changing the labor market. Plus, a leadership check on Apple, and our Kate Rogers with the latest on tariffs — and your coffee. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Longtime analyst Walter Piecyk making a stunning call that Tim Cook needs to go. We discuss with our Steve Kovach and Wedbush’s Dan Ives. Plus, we get a shareholder’s take with Malcolm Ethridge from Capital Area Planning Group. And, Former Fed Vice Chair Richard Clarida maps out his forecast for the fed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia becomes the first company ever to hit a $4T valuation and the Nasdaq notched a record close. But is the rebound starting to feel stretched? Lori Calvasina of RBC joins with her take on positioning. Former USTR official Wendy Cutler on the latest trade headlines. Oppenheimer’s Brian Schwartz on why he upgraded Microsoft and Jefferies’ Sheila Kahyaoglu previews Delta’s earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can tech continue to lead stocks higher? We discuss with Wharton Professor Jeremy Siegel, JPMorgan’s Gabriela Santos and Obermeyer Wood’s Ali Flynn Philips. Plus, top technician Jeff deGraaf charts out Nvidia’s $4T record run. And, Elizabeth Burton tells us where she is finding opportunity in the second half. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.