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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.
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.
It's been another ugly day for the tech sector… but can Amazon's earnings in Overtime help? We discuss with CNBC's Kate Rooney and super analyst Mark Mahaney. Plus, top venture capitalists Jeff Richards of Notable Capital and Plexo Capital's Lo Toney weigh in on the big AI boom. And, George Pyne – a pioneer in the sports investing space – weighs in on sports valuations, media rights and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is the selling in tech overblown? Investors are looking for some clarity and pivoting their attention to Alphabet which reports in Overtime. We run through what to expect with shareholder Doug Clinton from Intelligent Alpha and Oppenheimer analyst Jason Helfstein. Plus, former St. Louis Fed President Jim Bullard weighs in on what could be next for the Fed under Kevin Warsh. And, the big battle between Anthropic and OpenAI is headed to the Superbowl. We explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
We track some big moves in software stocks – and have an all-star line-up of reporters to tell us which companies are down the most and why this is all happening. Plus, it's a new era for Disney. We hear from Jim Stewart – who wrote the book on that company – about what could be next for the media giant with a new CEO in charge. And, we break down what to watch from Amgen, Chipotle and AMD earnings. 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 flood of major earnings while tech volatility takes center stage. Jim Cramer interviewed NVIDIA CEO Jensen Huang and talks the AI trade scrutiny. Huang weighs in on OpenAI's massive fundraising round. Ke reports from AMD, Amgen, Chipotle, Mondelez and Super Micro. Christopher Rolland, Senior Analyst at Susquehanna, analyzes what the AMD results mean for the broader semiconductor trade.Jackson Ader, Senior Research Analyst at KeyBanc, joins to discuss the ongoing software selloff, while Venu Krishna, Head of U.S. Equity Strategy at Barclays, offers insight on market positioning and earnings momentum. A look ahead to Alphabet's earnings with Gil Luria, Managing Director and Senior Software Analyst at D.A. Davidson. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
We discuss what the month ahead could look like for the market with Solus' Dan Greenhaus, Requisite Capital's Bryn Talkington and Northwestern Mutual's Matt Stucky. Plus, the future of an AI deal between Nvidia and OpenAI is now in question. Alex Kantrowitz from Big Technology – alongside Kristina Partsinevelos and Kate Rooney – tell us what's at stake. And, Stempoint's Michelle Ross tells us where she is finding opportunity in the biotech space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Earnings season rolls on with key reactions and market-moving insights. Key reads on the AI trade with Palantir and NXPI both reporting. Kate Moore, Citigroup Wealth CIO, on why earnings growth and forward revisions are critical for stocks to push higher. Louie DePalma, Senior Research Analyst at William Blair, reacts to Palantir earnings after upgrading the stock this morning. Disney's stock slide and leadership questions with Jim Stewart, Business Reporter at The New York Times; a reset in global currencies with Kathy Lien, Managing Director of FX Strategy at BK Asset Management; and a look at Bitcoin's slide with Mark Palmer, Senior Analyst at StoneX. 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 does President Trump's nomination of Kevin Warsh for Fed Chair mean for stocks? We discuss with Professor Jeremy Siegel and Tom Lee from Fundstrat. Plus, Former Fed Vice Chair Roger Ferguson and CNBC's Steve Liesman tell us what the road ahead for the Fed looks like now. Plus, star Apple analyst Erik Woodring gives us his first reaction to that company's results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple's stock has been a big disappointment lately – so what's at stake for its report in Overtime? Alger's Ankur Crawford, Wedbush's Dan Ives and Big Technology's Alex Kantrowitz tell us what they're expecting. Plus, big moves in coffee, cruises and credit cards today shed some new light on the state of the consumer. We explain. And, the Jetblue CEO tells us how the latest winter storms are impacting the company's bottom line. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets digest Microsoft fallout and a packed earnings slate led by Apple, Visa and key memory names. Patrick Moorhead of Moor Insights explains the “circular AI unwind” and what it means for hardware, software and valuations, while Liz Ann Sonders of Charles Schwab sets the broader market context and investor positioning. The meme-ification of the metals trade with Francisco Blanch of Bank of America. Live from Cupertino, Steve Kovach brings Apple earnings. Instant reaction from Gil Luria of D.A. Davidson and Patrick Moorhead of Moor Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
DoubleLine's Gundlach weighs in on the Fed's decision to keep rates steady. He tells us when he thinks the next cut might be and what it might mean for the money. Plus, investors closely tracking some big mega-cap earnings today. We run through what to watch from Microsoft, Meta and Tesla. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Brenda Vingiello of Sand Hill Global Advisors joins to explain positioning in mega-cap tech, including Tesla, Microsoft and Meta, and what investors should focus on as those earnings reports hit. Brent Thill of Jefferies reacts to Microsoft and Meta earnings. David Zervos of Jefferies weighs in on markets and Fed expectations after Powell's presser. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Gabelli portfolio manager John Belton on what he's watching in big tech earnings. Government shutdown is back in play; our Emily Wilkins breaks down where things stand in DC. Northwestern Mutual's Matt Stucky on today's market action. Wellington's Brij Khurana on the ripple effects of the weakening dollar. Plus, the retail impact of this weekend's weather storm with G2 Weather Intelligence's Paul Walsh. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Morgan Stanley Private Wealth's Sherry Paul tells us how she is navigating the crucial week ahead for stocks. Plus, we discuss what could be next for the Fed with Trivariate's Adam Parker and Invesco's Brian Levitt. And, several mega caps are gearing up to report results this week – just as some of the names in the group appear to have woken up. Doug Clinton from Intelligent Alpha tells us how he's playing that sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dan Niles of Niles Investment Management looks ahead to a critical earnings slate for big tech when Microsoft, Meta, Tesla and Apple report. Commodities stay in focus with Pippa Stevens and Helen Amos of BMO covering moves in gold, silver, and natural gas. Katie Stockton of Fairlead Strategies explains why the S&P 500 remains stuck near October levels. The broader macro setup with Tim Hayes of Ned Davis Research. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The big question hanging over this market is NOT how good will mega cap earnings be… but how much snow are we getting this weekend. 200 million people are in the path of this monster storm – and the energy market has been moving on it. We break down all the details from how much snow to expect to the surge in natural gas to the airline impact with our all-star team. Plus, Renaissance Macro Research's Jeff DeGraaf tells us the four big breakouts he's watching as we end this trading week. And, Lo Toney from Plexo Capital breaks down his earnings playbook ahead of some big tech reports next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Does the president's tariff turnaround mean its once again time for stocks to surge? We discuss with Yardeni Research's Ed Yardeni and JPMorgan's Stephanie Aliaga. Plus, top financial advisor Chris Toomey reveals what he is telling his clients right now. And, former Federal Reserve Vice Chair Richard Clarida tells us what he thinks might be next for the economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets digest another earnings-heavy session with Seema Mody recapping the day and Pippa Stevens tracking a commodities rally led by fresh gains in natural gas. HSBC's Max Kettner weighs in on broader market positioning and global risk, before Kristina Partsinevelos and Morgan Brennan break down key earnings from Intel and Alcoa, setting the tone for cyclicals and industrials. Jay Goldberg of Seaport reacts to Intel's results after upgrading the stock into the print. Alcoa CEO William Oplinger discusses results and outlook, followed by a look at the soaring stock of Moderna. 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, Melissa Lee 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.
President Trump lifted markets after rolling back threats of tariffs on Europe and saying he had a deal with NATO over Greenland. Stifel's Brian Gardner breaks down the key aspects of the President's speech at Davos and interview on CNBC. The market reaction with Partners Group CIO Anastasia Amorosa. The playbook for 2026 amid global volatility with KKR's Henry McVey. 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, Melissa Lee 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.
Eamon Javers reports on President Trump's moves and their market implications. Geopolitical deep dive with Evercore ISI vice chairman Krishna Guha, who warns that a potential U.S. seizure of Greenland would represent a geopolitical earthquake for Europe. Earnings from Netflix, Interactive Brokers and United Airlines. Interactive Brokers founder and chairman Thomas Peterffy gives his view of his clients and markets. Morningstar analyst Matthew Dolgin with immediate reaction to Netflix earnings. Wells Fargo Investment Institute head of global market strategy Paul Christopher argues for focusing on “trendlines over headlines,” pointing to rising global bond yields and fiscal concerns abroad as more durable drivers than daily political noise. Steve Liesman on escalating Federal Reserve drama, as Fed Chair Jay Powell prepares to appear at a Supreme Court hearing viewed inside the Fed as an existential test of central bank independence—alongside growing speculation around potential successors and what that uncertainty could mean for markets. 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 discuss why signs continue to point toward a market rally—and whether Washington policy risks could disrupt the momentum. Breaking down the president's new affordability push, including as Bernstein's Chad Dillard explains how rising electricity prices and grid constraints are pulling the administration into energy policy and what that could mean for electrical stocks. Phil LeBeau looks at auto affordability pressures Julia Boorstin explores OpenAI's move into advertising, followed by a Netflix earnings preview with Wedbush analyst Alicia Reese. 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.
Chip stocks help power the market higher, with Piper Sandler's Harsh Kumar weighing in on leadership in semiconductors. Is the tech trade back? Wells Fargo's Oshung Kwon gives his take. Our Emily Wilkins explains why a major crypto bill has stalled on Capitol Hill.Global risks stay front and center with PIMCO's Pramol Dhawan on emerging markets and rising geopolitical uncertainty, followed by Diana Olick on the state of commercial real estate. Then our Gabrielle Fonrouge breaks down Amazon's escalating fight with Saks. 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, ScottWapner, 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.
Richard Bernstein of Richard Bernstein Advisors and Alan McKnight of Regions Wealth Management debates whether speculation has gone too far and why dividends, quality, and U.S.-focused positioning may be back in favor. The conversation then turns to Washington as policy developments and presidential missives whipsaw investors with Brian Gardner of Stifel. Technology investing in 2026 with Dom Rizzo of T. Rowe Price. Bear case on Nike with Needham analyst Tom Nikic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The President says he has settled on a new fed chair in a new interview with the New York Times. We discuss with the Wall Street Journal's Nick Timiraos. Plus, Walter Isaacson gives his take on some high-profile announcements out of the White House over the past 24 hours aimed at big business. And, Apollo's Torsten Slok maps out his outlook for the economy and where he sees rates headed in 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets move as Washington takes center stage, with Eamon Javers reporting on White House actions rippling through oil, defense, and housing, including new limits that could keep institutional investors out of single-family homes. Tony Bancroft of Gabelli weighs in on proposals to restrict pay, buybacks, and dividends for defense companies. Victoria Greene of G Squared Private Wealth and Kevin Gordon of Charles Schwab break down the market action and talk positioning and risk. Venezuela's oil outlook with our Brian Sullivan and the geopolitical stakes involving China with former U.S. Ambassador to China Nicholas Burns, before Tim Seymour rounds out the conversation with a look at international markets. 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 busines Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Where does this rally go from here? Strategas' Chris Verrone, BNY's Alicia Levine and Requisite Capital's Bryn Talkington discuss. Plus, Rick Heitzmann from Firstmark Capital breaks down his outlook for the IPO market in 2026. And, Mohamed El-Erian weighs in on what he's watching from the upcoming jobs report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Can stocks post a fourth-consecutive strong year? We discuss with Solus' Dan Greenhaus, NewEdge's Cameron Dawson and iCapital's Sonali Basak. Plus, we discuss what's at stake for the oil markets following the removal and arrest of Venezuela's President Maduro with Bryn Talkington from Requisite Capital. And, Bill Miller IV from Miller Value Partners breaks out his 2026 crypto playbook. 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.
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.
Michael Farr of Farr Miller & Washington talks the broader investing backdrop. Joe Feldman of Telsey Advisory Group digs into the state of retail and the consumer. Jared Isaacman, the new NASA administrator, on Space Force priorities and the future of U.S. space leadership. Craig Johnson of Piper Sandler breaks down key market technicals, Adam Spice of Rocket Lab on his stock's meteoric rise and what 2026 has in store for space investors. Adam Crisafulli of Vital Knowledge closes the show with the key catalysts investors should be watching in the week ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
It's a holiday-shortened trading day but the Dow and S&P 500 still closed at record highs. Patrick Fruzzetti of Rose Advisors weighs in on the broader market setup and positioning, before Gerard Cassidy of RBC Capital Markets looks ahead to what 2026 could mean for banks. Tim Seymour of Fast Money delivers his “stocking stuffers” list of winners and losers. Our Steve Liesman explores how Americans are spending and behaving around Christmas, and John San Marco of Neuberger Berman analyzes holiday shopping trends and consumer strength. Plus, Emily Wilkins reporting from Washington on the political and crypto crossover scene in D.C. at Pubkey, a new dive bar. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.