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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Does this record rally have any more room to run? We discuss with Truist Wealth's Keith Lerner and Empower Investments' Marta Norton. Plus, Evercore ISI's Mark Mahaney says he sees 20% upside ahead for Netflix. He explains why. And, Former Dallas Fed President Rich Fisher reacts to Chair Powell's speech today. 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.
OpenAI and Nvidia announced a strategic partnership. CNBC's Jon Fortt caught up with Nvidia CEO Jensen Huang. We run you through all the big highlights. Plus, we discuss what is next for markets with the S&P hits new highs with Solus' Dan Greenhaus, Neuberger Berman's Shannon Saccocia and HSBC's Max Kettner. Plus, star analyst Erik Woodring gives us his early read on new sales of the iPhone. And, Chris Toomey – Morgan Stanley's Managing Director of Private Wealth Management – tells us where he sees the rally headed from here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
NVIDIA makes a major investment in OpenAI, and the tech rally rolls on. Patrick Moorhead of Moor Insights joins to react to tech powering higher. Eamon Javers has the latest from the White House on Argentina, while Angelica Peebles breaks down Kenvue's slide. Later, David Bahnsen of The Bahnsen Group and Vanguard Chief Economist Joe Davis discuss how to invest at current levels. Our Eunice Yoon reports from China on retail investors. 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 extend recent strength and notch fresh records. Former Bridgewater Chief Investment Strategist Rebecca Patterson on what's next for markets. Our Steve Kovach is on the ground at an Apple store to gauge customer excitement for the new phone. Vital Knowledge's Adam Crisfulli looks ahead to next week's market catalyst. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets soar to record highs following the Fed decision as Allianz Chief Economic Advisor and former PIMCO CEO Mohamed El-Erian analyzes the rally. Kristina Partsinevelos breaks down the major Intel-Nvidia partnership development reshaping the chip sector. FTC Chair Andrew Ferguson discusses the commission's lawsuit against Ticketmaster and Live Nation plus broader deal oversight. Barclays Analyst Brandon Oglenski provides FedEx earnings reaction. Macroscope CEO and former Twitter executive Kayvon Beykpour (who founded Periscope) shares insights on his company emerging from stealth this week. Julia Boorstin examines Jimmy Kimmel's suspension and the future of late-night television. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How do you want to be positioned with stocks at all time highs? We discuss with Goldman Sachs' Meena Flynn. Plus, we discuss if tech valuations are getting a little worrisome with NYU Stern School of Business professor Aswath Damodaran. Former Cleveland Fed President Loretta Mester tells us what she thinks the Fed will do 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.
Jefferies Chief Market Strategist—and potential next Fed Chair--David Zervos gives his take on the Fed's decision today to cut 25 basis points. BMO Private Wealth Chief Market Strategist Carole Schleif and Regions Wealth Management CIO Alan McKnight provide comprehensive Fed reaction analysis and what happens next for markets. Gabelli Funds' Macrae "Mac" Sykes examines the financial sector's response to Fed policy. Earnings spotlight on Bullish's first report as a public company and Cracker Barrel's first results since their logo controversy nightmare. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How should you position your money heading into tomorrow's high-stakes Fed decision? We discuss with Trivariate's Adam Parker, NewEdge Wealth's Cameron Dawson and Capital Area Planning's Malcolm Ethridge. Plus, former Dallas Fed President Richard Fisher weighs in on the Fed's independence. And, Oakmark's Bill Nygren tells us where he is finding opportunity outside of tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Schwab Asset Management CEO Omar Aguilar and Carson Group Chief Market Strategist Ryan Detrick analyze markets ahead of the crucial Fed meeting. Cowen Senior Retail Analyst Oliver Chen breaks down retail sales data. Wellington Management Fixed Income Portfolio Manager Brij Khurana discusses bond positioning ahead of the Fed decision. Check Point CEO Nadav Zafrir discusses his cybersecurity company's AI acquisition. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Barbara Doran from BD8 Capital and Drew Pettit from Citigroup analyze market dynamics as Steve Liesman breaks down Wednesday's Fed decision. Former Acting Deputy US Trade Rep Wendy Cutler discusses the latest in trade negotiations. Waystar CEO Matt Hawkins explores AI's transformative impact on health insurance and healthcare payments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Should investors keep leaning into the record-setting rally? We discuss with New York Life Investments' Lauren Goodwin, Bartlett's Holly Mazzocca and Wells Fargo's Scott Wren. Plus, Frederic Mishkin – former Federal Reserve Governor – tells us what he is expecting from the Fed. And, Fundstrat's Tom Lee breaks down his post-Fed playbook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Market panel featuring Courtney Garcia from Payne Capital Management and Warren Pies, Co-Founder of 3Fourteen Research, analyzes today's trading action. Deepwater Asset Management's Gene Munster weighs in on Apple and broader tech sector developments. Hot IPO action as Black Rock Coffee CEO Mark Davis discusses the first day pop and the health of the consumer. Salesforce CEO Marc Benioff sounds off on Palantir and AI-driven changes to the sector. Vital Knowledge Founder Adam Crisafulli closes with next week's key market catalysts.
Goldman Sachs Tony Pasquariello reveals what he is telling his biggest clients right now. Plus, we discuss what could be next for both Apple and Netflix – as both companies face some serious challenges. Big Technology's Alex Kantrowitz tells us what he is expecting. And, top technician Jeff Degraaf is tracking the break out in Tesla. He tells us where he sees that stock headed from here.
How much of the market's next move is centered around a considerable cut from the Fed? We discuss with Yardeni Research's Ed Yardeni. Plus, Paramount Skydance could make a bid for Warner Bros. Discovery. CNBC's David Faber breaks down all the details. Marathon Asset Management's Bruce Richards tells us what he is expecting from the credit market – with a Fed cut looking more likely. And Sofi's Liz Thomas tells us where she is finding opportunity with stocks at record highs.
JP Morgan Chief US Economist Mike Feroli breaks down the CPI reaction as markets hit fresh record highs. CFRA Research Chief Investment Strategist Sam Stovall analyzes the historic market momentum while Adobe headlines earnings. Oppenheimer's Brian Schwartz breaks down the results. Ramp CEO Eric Glyman discusses the company's billion-dollar annualized revenue milestone, $22 billion valuation, and potential IPO timeline as the next major tech offering in the pipeline.
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.
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.
Should you continue to ride this record rally in tech or is it time to take some cover? We discuss with Solus' Dan Greenhaus. Plus, Apple held its highly anticipated iPhone event. We break down all the highlights with Big Technology's Alex Kantrowitz and Requisite Capital's Bryn Talkington. And, we run through what to watch from Oracle's report in Overtime with Capital Area Planning Group's Malcolm Ethridge.
CNBC's Morgan Brennan sits down with AT&T CEO John Stankey to discuss what the iPhone refresh cycle means for business, forward guidance and more.
Should you continue to lean into this record-setting rally? Morgan Stanley's Sherry Paul, JP Morgan's Meera Pandit and HSBC's Max Kettner give their takes. Plus, Evercore ISI's Julian Emanuel tells us how he is navigating the AI space right now. And, we break down YouTube's big bet on the NFL.
Partners Group CIO Anastasia Amoroso joins for comprehensive market analysis. Databricks CEO Ali Ghodsi joins after the company announced some key revenue and AI milestones. Evercore Partners Chairman Emeritus Ralph Schlosstein discusses the heating M&A and IPO landscape. Eunice Yoon provides the latest China market perspective while Morningstar Analyst William Kerwin previews Apple's upcoming event and what it means for investors.
Does today's bleak jobs report seal the deal for a September rate cut and how should you position around it? We discuss with Bank of America's Savita Subramanian, Invesco's Brian Levitt and NB Private Wealth's Shannon Saccocia. Plus, we break down the big bounce in Broadcom with star analyst Stacy Rasgon and shareholder Bill Baruch. And we drill down on the drop in Lululemon with analyst Brian Nagel.
KPMG Chief Economist Diane Swonk breaks down the jobs report reaction while Baird Investment Strategist Ross Mayfield explores whether we're in a Goldilocks scenario for markets. Roblox CEO David Baszucki discusses new AI features and child protection initiatives on the platform. Samsara CEO Sanjit Biswas provides earnings reaction and outlook for the IoT sector. Vital Knowledge Founder Adam Crisafulli rounds out the show with next week's key market catalysts.