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, Sara Eisen and Scott Wapner guide listeners through each trading session and bring to you some of the biggest names in business.
Apple recorded its first record close of the year — Steve Kovach breaks down what's behind the surge, and Mike Santoli explains its broader market impact. Scott Wren of Wells Fargo weighs in on whether Apple's record is a bullish signal or a warning sign. Mackenzie Sigalos reports on the AWS outage and its ripple effects, while David George of Baird discusses what regional bank earnings are revealing plus reaction to Zions results. John Leer of Morning Consult assesses the “data desert” facing economists, and Barton Crockett of Rosenblatt previews what's next for Apple and Netflix. Finally, Guy Adami of Fast Money looks ahead to key signals from gold, volatility, and 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 CIO of Fixed Income Rick Rieder weighs in on the market, credit market concerns and the future of the Fed. Plus, Apple is on pace for a record close. We discuss with CNBC tech reporter Steve Kovach and Big Technology's Alex Kantrowitz. And, we break down the big moves in Boeing and TripAdvisor. 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.
Bond yields remain a major story, with pressure mounting on regional banks. Our Leslie Picker and Hugh Son unpack the latest turmoil and what this week's earnings reveal. Meanwhile, Steve Liesman breaks down new CNBC survey data showing gold as investors' top pick — a trend explored further with Bob Elliott of Unlimited and Carole Schleif of BMO Private Wealth as the precious metal goes mainstream. Ralph McLaughlin of OpenBrand weighs in on sticky-but-steady inflation and what his firm's data is showing about the consumer. Dan Dolev of Mizuho dissects Bitcoin's recent fall—and top picks to take advantage. Closing out, Adam Crisafulli of Vital Knowledge previews the catalysts shaping markets next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
At the UP.Summit in Bentonville, AR, Morgan Brennan speaks with CesiumAstro CEO Shey Sabripour and Trousdale Ventures founder Philip Sarofim about driving next-generation industrialization, advanced connectivity, dual-use innovation, and how hard tech is reshaping both defense and commercial markets—on Earth and in space. Plus, CesiumAstro just secured eight SpaceX rideshare missions starting in 2026, a major leap that will fast-track validation of its next-gen space communications technology and what it all means for the new space race. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
HSBC's Jose Rasco breaks down today's market action. Interactive Brokers Chairman Thomas Petterfy discusses his company's latest quarter and why consumers are at record-high levels of margin loans on his platform. Bank of America senior economist Stephen Juneau talks consumer insights from his latest credit card data as government data continues to be in a blackout during the shutdown. Our Alex Sherman on what Apple's Eddie Cue told him about the tech giant's live sports strategy. Plus, OutcomesAI founder Kuldeep Singh Rajput discusses anxiety around AI's impact on the labor market—and what jobs will stick around. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The market had a big mid-day move with the regional banks at the center of it. Leslie Picker explains all the details. Charles Schwab's Liz Ann Sonders and Solus' Dan Greenhaus tell us how they're playing today's action. Plus, Allianz's Mohamed El-Erian maps out what he thinks is the path ahead for the Fed. And, top strategist Jeff DeGraaf breaks down the big move in yields. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
With the Beige Book out and fresh commentary from Treasury Secretary Scott Bessent and Fed officials, our Steve Liesman breaks down what the latest signals say about the economy. Alan McKnight of Regions Wealth Management and Michael Farr of Farr, Miller & Washington discuss stretched valuations, inflation risks, and whether earnings can keep stocks supported. Then, a look at why Salesforce may be getting left behind in the AI race with DA Davidson's Gil Luria, and how Entrepreneurs First CEO Alice Bentinck is rethinking startup funding and focusing on talent over ideas. Finally, RBC's Gerard Cassidy previews key regional bank earnings to watch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Was Friday's air pocket a one-and-done dip or did it open the way for a more choppy phase of this three-year-old bull market? We discuss with NewEdge Wealth's Cameron Dawson, Ned Davis' Ed Clissold and Metlife's Drew Matus. Plus, former Federal Reserve Vice Chairman Richard Clarida tells us what he expects from the Fed as we head into the end of the year. And, we run you through what to watch when United Airlines reports in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
As trade tensions rise, Mario Gabelli joins on set to discuss how investors can navigate the uncertainty and some top picks. Fortune Brands CEO Nick Fink on how timber and furniture tariffs are hitting manufacturers. Raymond James Global Head of Private Capital Advisory Sunaina Sinha Haldea joins to break down how tariff pressures could ripple through the consumer economy, the Fed's next moves, and borrowing conditions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Robert Smith of Vista Equity Partners tells us what he is watching in the market right now. Plus, Goldman Sachs' Head of Alternatives Kristin Olson tells us about the shift in Alts investing and the new generation that is getting in on the action. And, Ayako Yoshioka from Wealth Enhancement maps out her forecast for stocks and helps break 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.
Markets weigh new AI momentum and geopolitical jitters. Baird Investment Strategist Ross Mayfield breaks down investor sentiment as Bank of America Securities Senior Analyst Vivek Arya analyzes Broadcom's new OpenAI deal and some bold chip sector calls. Our Eunice Yoon reports on China's response to the President's latest threats, and UiPath CEO Daniel Dines discusses automation's evolving role in the workplace and his company's soaring stock. Plus, our Kate Rogers examines the restaurant divide: will value meals or premium dining win out this earnings season? CFRA Director of Equity Research Ken Leon previews what to watch when the big banks kick off 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.
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.
Market concentration and big-cap dominance take center stage as Charlie Bobrinskoy (Ariel Investments) and Courtney Garcia (Payne Capital Management) weigh the risks of narrow leadership. Dave Mazza (Roundhill Investments) joins to explain why the Meme ETF is making a comeback amid renewed retail trading buzz and what it says about the state of the rally. NHL Commissioner Gary Bettman sits down to discuss the business of hockey and the league's momentum. Plus, Robert Frank on why even luxury buyers Ferrari's worst day ever and a look at Levi Strauss earnings and Delta's latest results. 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 weigh the ripple effects of the ongoing government shutdown as Kevin Mahn (Hennion & Walsh Asset Management) gives his analysis. John Ciampaglia (Sprott Asset Management) responds to Ray Dalio's bold call to put 15% of portfolios in gold. Goldman Sachs' Kash Rangan joins from San Francisco to discuss the key debates around the AI trade in software stocks. Our Robert Frank digs into where the crypto rich are really spending, and Federated Hermes' Stephen DiNichilo breaks down a rally in small caps. Plus, a look ahead to Delta's earnings with Jefferies' Sheila Kahyaoglu. 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.
Wealth strategist Nicole Webb (Wealth Advancement Group) joins to assess investor sentiment as the government shutdown enters its seventh day. Jim Cramer stops by the NYSE to talk NVIDIA and his new book. Plus, a First on CNBC interview with Michael Dell after his company raised its annual targets. Dell talks AI demand, its energy consumption and more. BlackRock's Jeff Rosenberg shares his Q4 outlook for fixed income. 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.
OpenAI inks a big deal with AMD before announcing key partnerships and news at its developers event. Our Mackenzie Sigalos brings the important takeaways while Big Technology's Alex Kantrowitz on the promise—and peril—of tech's big spending on AI. Drew Pettit (Citi) and Keith Lerner (Truist Wealth) weigh in on broader market trends. Needham's Bernie McTernan explains AppLovin's meteoric rise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Should the AI trade stand for “artificially inflated?” We discuss with Wedbush's Dan Ives. Plus, Stempoint Capital's Michelle Ross tells us what biotech names she is betting on right now. And, Sherry Paul from Morgan Stanley tells us how she is advising her clients with stocks at record highs. 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.
Former OMB Director Mick Mulvaney breaks down the shutdown showdown and its market impact—plus what the next key dates are for both sides. Warren Pies of 3Fourteen Research weighs in on the oil-versus-gold trade. TD Cowen's Andrew Charles explains fresh moves in the restaurant space and why some brands are lagging with younger consumers. Our Contessa Brewer covers the bounce in sports betting stocks. Plus, Neil Dutta of Renaissance Macro looks ahead to the key economic catalysts on the horizon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Maxar splits into two companies: Vantor and Lanteris. Both will remain Advent portfolio companies. Morgan sits down with Vantor CEO Dan Smooth to discuss the company's rebrand, growth in key software revenue metrics and and how AI-powered satellite data is reshaping defense, navigation, and global security. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Wharton's Jeremy Siegel joins to weigh in on markets, jobs data, the Fed, and how the government shutdown could dent GDP. Former Tesla exec Jon McNeill break down EV delivery numbers. Microsoft's new commercial CEO Judson Althoff talks changes at the tech giant. Plus, USA Rare Earth CEO Barbara Humpton explains what government stakes in rare earth companies could mean for critical supply chains. 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.
SEI CIO Jim Smigel on set why markets may look calmer but remain fragile. RockCreek CEO Afsaneh Beschloss breaks down global market momentum as China hits highs not seen since 2022 and central banks ease. Mizuho's Dan Dolev weighs in on Visa's stablecoin potential, and our Robert Frank unpacks record wealth concentration at the top. 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.
With a government shutdown looming, Emily Wilkins breaks down the latest from Washington. Malcolm Ethridge of Capital Area Planning Group and BTIG's Jonathan Krinsky weigh in on the market setup, while Nike earnings take center stage with Oppenheimer analyst Brian Nagel. From Bentonville, AR, Morgan sits down with Walmart director and RZC Investments co-founder Steuart Walton, plus Sands Capital CEO Frank Sands, for exclusive conversations from the UP.Summit on investing, innovation, and what's next. 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 road ahead for stocks? We discuss with Trivariate's Adam Parker, Courtney Garcia from Payne Capital and Bank of America Merrill Private Bank's Chris Hyzy tell us what they think. Plus, FirstMark's Rick Heitzmann tells us if he thinks an AI bubble is brewing. And, Richard Saperstein from Treasury Partners tells us what he thinks is the best strategy 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.
Mike Santoli weighs in on fresh AI bubble chatter as Victoria Greene of G Squared Private Wealth and Northwestern Mutual's Brent Schutte size up the broader markets. Our Emily Wilkins breaks down the final 32 hours before a potential government shutdown. Wheaton Precious Metals CEO Randy Smallwood discusses the surge in metals, Plus, Morningstar's David Swartz previews Nike earnings and what investors should watch next. 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.
Monica Guerra of Morgan Stanley Wealth Management on how markets and policy collide as a government shutdown looms. Citi's Geoff Meacham outlines the risks for pharma, while HSBC's Jose Rasco breaks down the market action as the AI trade shows signs of unwinding.IREN Co-CEO Dan Roberts explains the company's pivot from bitcoin mining to AI cloud—and the explosive stock surge that's followed. Plus, Adam Crisafulli of Vital Knowledge highlights key catalysts to watch for next week. 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.
As a government shutdown looms, Barbara Doran of BD8 Capital and Kevin Gordon of Schwab weigh in on markets against stronger-than-expected economic data. Emily Wilkins reports on whether mass federal firings are really possible, while Eamon Javers digs into the latest TikTok deal developments.On the corporate front, Melissa Repko breaks down Costco earnings, TD Cowen analyst Andrew Charles joins on Starbucks job cuts, and Okta CEO Todd McKinnon shares his outlook. Sara Malik of Nuveen debates whether the AI trade is showing shades of the dot-com bubble, and Mike Ozanian details the Patriots' stake sale to private equity firm Sixth Street. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The global space economy has hit a record $613 billion, growing nearly 8% year over year. Morgan Brennan speaks with Space Foundation CEO Heather Pringle about what's fueling the boom—like human spaceflight and national security initiatives such as Golden Dome. They also discuss investor enthusiasm, the role of AI, and why Pringle expects the sector to hit $1 trillion by 2032. 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.
Charlie Bobrinskoy of Ariel Investments helps frame today's market action, while KB Home earnings take the spotlight. Cristiano Amon, CEO of Qualcomm, joins with announcements from the Snapdragon Summit on AI investments, and ABB CEO Morten Wierod discusses how companies are handling the surge in power demand as AI consumption grows. 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.
Wells Fargo's Ohsung Kwon joins to analyze the market action and what he likes into year-end in his first interview since taking over as Chief Equity Strategy. Our Angelica Peebles breaks down Kenvue's volatile two-day stretch. William Kerwin of Morningstar reacts to Micron earnings.Michael Saylor, Strategy Executive Chairman, breaks down bitcoin's recent price action and the trend of Bitcoin treasury companies. Plexo Capital's Lo Toney breaks down who is spending and who is buying in the AI infrastructure buildout. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.