Closing Bell

David Zervos of Jefferies examines the economic outlook and weighs in on Jerome Powell, Kevin Warsh and the direction of Fed policy. Our Eamon Javers and Eunice Yoon break down the latest U.S.-China dynamics including the difference in tone between the two leaders, Nvidia’s position in the global AI race and tensions surrounding Taiwan. Our Morgan Brennan reports from Alaska alongside Energy Secre...

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...

Markets climb and investors turn their attention to the next major AI IPO: Cerebras. Eric Vishria of Benchmark and a Cerebras board member joins to discuss why the company’s debut matters for markets and what it could mean for the broader AI ecosystem. Keith Lerner of Truist explains what it means for the Dow to reclaim 50,000 and whether momentum can continue. Our Angelica Peebles reports on a ke...

What does the Cerebras IPO say about the current state of the AI craze on Wall Street? We discuss with JP Morgan’s Gabriela Santos, Humilis Investments’ Brian Belski and Solus’ Dan Greenhaus. Plus, we discuss the Fed’s next era with Former Dallas Fed President Richard Fisher. He tells us what he thinks of Powell’s legacy and what he expects from a Warsh-led Fed.  And, Intelligent Alpha’s Doug Clin...

BlackRock’s Jeff Rosenberg, explains why investors still can’t fully hedge rate risk and what it means for portfolios. Eamon Javers reports from China as President Trump meets with leaders while Eunice Yoon adds the Beijing perspective. Cisco headlines earnings. Amit Daryanani of Evercore reacts to the results and what they signal for enterprise tech and spending trends. Our Kristina Partsinevelos...

Two key questions swirl as the tech trade continues to run – bubble trouble or don’t fight the tape? Alger’s Ankur Crawford tells us what she thinks. Plus, top wealth advisor Sherry Paul from Morgan Stanley breaks down the key parts of the market beyond tech that she’s betting on right now. And, we drill down on two big stock stories of the day: Cerebras’ IPO and a mega move from Alibaba. Hosted b...

Olaolu Aganga, Head of Portfolio Construction at Citi Wealth, breaks down positioning and where investors should focus next, plus what she’s telling clients. Commodities take center stage with moves across copper, oil and agriculture shaping the broader trade. The show also explores emerging markets for power and energy infrastructure along with pressure in athleisure as Under Armour struggles. Mi...

Scott Wapner speaks to some of the biggest names on Wall Street live at the Sohn Conference in New York City. We bring you one-on-one interviews with famed short-seller Jim Chanos, Greenlight’s David Einhorn, Avenue Capital’s Mark Lasry and the great software investor Orlando Bravo of Thoma Bravo. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection an...

Markets wrestle with a powerful tech rally and potential skepticism around AI. Daniel Newman of Futurum Group argues the tech trade still has room to run while David Snyder of Journey 1 Advisors warns the AI bubble is set to burst. Our Meghan Cassella previews a key China-Xi meeting and highlights the CEOs planning to attend in Beijing. Then our Kristina Partsinevelos breaks down the upcoming Cere...

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chip stocks extended their recent strength: Nvidia, Micron, Intel, Sandisk and more hit record highs. Tech also caught a bid. iCapital’s Sonali Basak breaks down the market action. Fairlead’s Katie Stockton on why she is calling for a breakout in Tesla. Apollo’s Torsten Slok breaks down the AI impact on the labor market – and what it means for inflation. Plus, what’s causing the recent rally in bi...

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 o...

Markets power through a heavy earnings slate. Charles Kantor of Neuberger highlights a sharp pickup in earnings growth and explain what it means for valuations and market leadership. Big names report across sectors. Coinbase, Airbnb, CoreWeave, DraftKings, Expedia, Gilead and Lyft all deliver results that shape sentiment across crypto, travel, tech and biotech. DraftKings CEO Jason Robins reacts t...

How should investors play the AI runway? We discuss with Requisite Capital’s Bryn Talkington, Bank of America’s Chris Hyzy and JPMorgan’s Stephanie Aliaga. Plus, Anthropic revealed some eye-popping new growth numbers. We discuss and debate with venture capitalist and Anthropic investor Lo Toney. And, star analyst Mike Mayo joins us fresh off Citigroup’s investor day. Hosted by Simplecast, an AdsWi...

Markets push higher on the back of AI momentum and a fresh wave of earnings. Melius Research’s Ben Reitzes examines whether the semiconductor trade can keep running as momentum builds across the space. Tom Hancock of GMO joins to break down how to play a market increasingly driven by AI concentration and where he still sees opportunity including semis, mega cap tech, healthcare and payments. Earni...

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 o...

S&P 500, Nasdaq notch fresh records as stocks push higher after the price of oil fell and Treasury yields eased lower. RBC’s Lori Calvasina breaks down the market backdrop and where leadership is emerging. Semis take center stage with AMD earnings. Chris Rolland of Susquehanna gives instant reaction. Plus, a check in on a continued melt up across semiconductor names and what’s driving the surge. B...

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 o...

Markets push through a busy earnings slate as investors weigh strong results and rising expectations. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, explains why the bar for earnings beats remains high and what it means for stocks from here. Instant analysis and reaction to Palantir earnings with Gil Luria of D.A. Davidson. Dennis Geiger of UBS looks ahead to McDonald’s earning...

Goldman’s Tony Pasquariello breaks down his forecast for markets, earnings and much more. Plus, Vista Equity Group’s Robert Smith joins David Faber from the Milken Conference with his take on the recent rally in software. And Strategas’ Chris Verrone weighs in on the interest rate landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use...

Ayako Yoshioka of Wealth Enhancement Group talks positioning after a strong April and where investors should focus next. Oil stays front and center: Sam Margolin of Wells Fargo breaks down how energy stocks are reacting to Exxon and Chevron earnings. Katie Stockton of Fairlead Strategies analyzes the technical setup and whether recent momentum can continue.  Mike Santoli is in Omaha, NE ahead of B...

How much momentum is left in this market? Fundstrat’s Tom Lee tells us what he’s thinking. Plus, Morgan Stanley’s Erik Woodring breaks down his first take on Apple’s earnings. And, Ed Yardeni tells us if he thinks investors should buy in May. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A critical round of earnings led by Apple—we bring you the numbers and instant analysis with Maxim Group’s Tom Forte and Bernstein’s Mark Newman. Venu Krishna, Head of U.S. Equity Strategy at Barclays, assesses the market backdrop and what this earnings cycle means for stocks. Memory names report earnings too. Amit Daryanani of Evercore reacts to developments across the space and what they signal...

We discuss what’s at stake from Apple’s big report in Overtime with Alger’s Dan Chung, Big Technology’s Alex Kantrowitz and Wedbush’s Dan Ives. Plus, one of the nation’s top financial advisors – Chris Toomey of Morgan Stanley – tells us how he is advising his clients right now. And, we drill down on the massive move in Eli Lilly ahead of Amgen’s numbers. Hosted by Simplecast, an AdsWizz company. S...

Meta, Microsoft, Amazon and Alphabet all report quarterly earnings. The four companies represent more than 15% of the S&P 500. We bring you the numbers and instant analysis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.