Closing Bell

On this first day of August – the big question is… what scenario has the near 20% gain in the broad market this year priced in and is it a plausible one? Trivariate’s Adam Parker, New Edge’s Cameron Dawson and Bank of America’s Marci McGregor weigh in. Plus, top chip analyst Stacy Rasgon breaks down what he is expecting from AMD’s report – and what it might mean for the rest of the sector. And, a...

The major averages bounced around on the final trading day of the month, eventually closing higher. That continues the trend for July: the Dow, S&P 500, Nasdaq and Russell 2000 were all higher. Canaccord’s Tony Dwyer breaks down the market action. Earnings from Western Digital, Avis, Yum! China. Polaris CEO Mike Speetzen on the company’s latest quarter, the state of the high-end consumer and the n...

Will the upward trend in the indexes remain investors’ friend or has the market already taken account of enough good news for now? JP Morgan Asset Management Global Market Strategist gives her expert forecast. Plus, King Lip of Baker Avenue Wealth sets us up for the big tech reports this week. And, Strategas’ Chris Verrone is flagging two parts of the market that he thinks will see serious upside...

Stocks bounced back after Thursday’s late afternoon swoon. 3Fourteen Research’s Warren Pies and Ariel’s Charlie Bobrinskoy break down the huge week of earnings, data and Fed news. Lux Capital’s Josh Wolfe talks investing in China and safeguards for doing business there. Former FDIC Chair Sheila Bair on banking regulations. Norfolk Southern CEO Alan Shaw on his company’s quarter and its new $416M c...

Is there enough momentum in earnings so far to keep the rally intact? Wharton Professor Jeremy Siegel gives his expert market take and debates with Veritas’ Greg Branch who has firmly remained in the bear camp. Plus, Capital Wealth Planning’s Kevin Simpson is changing up his portfolio this earnings season. He reveals his latest moves. And, JP Morgan’s top technician Jason Hunter is putting his bea...

The Dow closed lower…finally. Today broke a thirteen-session winning streak. Bespoke’s Paul Hickey and Annandale Capital’s George Seay break down the market action, and earnings from Intel, Ford, T-Mobile, Roku, Live Nation, Mondelez and First Solar. T-Mobile CEO Mike Sievert talks the company’s mixed quarter and what the legacy carrier’s lead pipes means for the industry. Carrier CEO David Gitlin...

Dan Greenhaus from Solus Alternative Asset Management gives his forecast for stocks after yesterday’s fed decision. Plus, Big Technology’s Alex Kantrowitz weighs in on Meta’s quarter and what to watch when Apple reports next week. And, market expert Bob Pisani breaks down the crucial final moments of trade – amid the Dow’s intra-day slide.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz...

As Amazon amps up its Project Kuiper satellite development, key partner United Launch Alliance readies to launch the debut flight of heavy-lift rocket Vulcan Centaur. CEO Tory Bruno discusses the plan to launch the rocket later this year, a recent mishap involving the explosion of a Blue Origin engine, and the space race between the U.S. & China. Hosted by Simplecast, an AdsWizz company. See https...

Honeywell reported mixed second quarter results after seeing sales decline year over year for its safety and productivity solutions division. In this exclusive interview, Morgan Brennan spoke with CEO Vimal Kapur in his first broadcast interview since becoming CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data fo...

The Dow eked out a positive close, marking its thirteenth straight day of gains – the longest streak since 1987. BD8 Capital’s Barbara Doran and Jefferies’ David Zervos break down the market action and earnings from Meta, Chipotle, eBay, Mattel, Lam Research and ServiceNow. Evercore’s Mark Mahaney digs deep on Meta’s quarter – and where there may be some increased costs. Stephens’ analyst Joshua L...

The fed raised rates another 25 basis points – the fed’s 11th since this all began a little more than a year ago. DoubleLine’s Jeffrey Gundlach gives his first reaction. Plus, New Edge’s Cameron Dawson weighs in on the fed decision and what it could mean for the markets. And, a break down of what to watch when Meta and Chipotle report after the bell.  Hosted by Simplecast, an AdsWizz company. See...

Another day of gains for the major averages, including the Dow’s 12th straight positive session. Vital Knowledge’s Adam Crisfulli breaks down the market moves, including earnings from Alphabet, Microsoft, Visa, Texas Instruments, Snap and Teladoc. Wedbush’s Dan Ives and Madrona Venture Group’s Matt McIlwain on what today’s mega-cap tech earnings means for the rest of the week. Keybanc’s John Vinh...

Today marks a make or break moment for mega-cap tech stocks with Alphabet and Microsoft reporting after the bell. Adam Parker of Trivariate, Bryn Talkington of Requisite Capital and Malcolm Ethridge of CIC Wealth give their expert takes on the big tech run. Plus, David Herro of Oakmark Funds breaks down what he is calling the most undervalued sectors globally. And, Bob Iger coming under fire amid...

Major averages closed higher – the Dow’s 11th straight positive session. Cantor Fitzgerald’s Eric Johnston makes his case for why he’s still bearish on equities. Earnings from NXP Semiconductor, F5 and Whirlpool. Susquehanna’s Christopher Rolland reacts to NXP numbers and what it means for autos and the consumer. Citi’s Phil Drury breaks down the IPO pipeline and how he is positioned in the tech s...

With the Fed decision and the busiest week of earnings looming … can anything derail this rally? iCapital’s Anastasia Amoroso, New York Life’s Lauren Goodwin and NB Private’s Shannon Saccocia give their expert takes. Plus, star venture capitalist Rick Heitzmann breaks down the under-the-radar tech stocks he is watching ahead of earnings. And, RBC’s Biraj Borkhataria upgraded Chevron last month … a...

The Dow notched its tenth straight positive session – the longest winning streak since August 2017. Fundstrat’s Tom Lee breaks down the busy week and looks ahead to next week’s earnings reports. Nick Clegg, Meta Global Affairs President, was part of an AI meeting at the White House. He joins the show to discuss what was agreed to. CalSTRS CIO Chris Ailman on where he is positioning. Calibrate CEO...

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...

The Dow closed higher for its ninth straight session, but Tesla and Netflix dragged down the Nasdaq over 2%. Richard Bernstein Advisers CEO Rich Bernstein and BD8 Capital’s Barbara Doran break down the market action, including earnings from CSX, Knight-Swift and Capital One. Morgan talks exclusively with UWM CEO and Phoenix Suns owner Mat Ishbia on the state of the housing market, lending standard...

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...

Accenture, a Fortune 500 IT service and consulting company's new thesis is that every business will be a space business. Morgan speaks with Paul Thomas Space Innovation & Technology and Aerospace & Defense Senior Managing Director John Schmidt to discuss the monitoring methane emissions for utilities, quantum computing from the cosmos, and more. Hosted by Simplecast, an AdsWizz company. See https:...

Stocks closed higher as the earnings season kicked off in earnest. Reports from Tesla, United, Netflix, Las Vegas Sands and IBM. Vital Knowledge’s Adam Crisafulli and G Squared’s Victoria Greene break down all the action. Third Bridge’s Scott Kessler digs into the IBM report. It’s a bull versus bear debate on one of the most polarizing stocks: Tesla. RBC’s Tom Narayan gives the upside case while G...

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...

All three major averages closed higher. The Dow notched its seventh straight positive session—the longest streak since March 2021. Edward Jones’ Mona Mahajan and Wells Fargo’s Sameer Samana break down the market action. Earnings from Interactive Brokers, JB Hunt and regional bank Western Alliance. CFRA’s Ken Leon looks ahead to Goldman earnings. Prologis CEO Hamid Moghadam on the latest quarter an...

The S&P hitting another new 52-week high today. So how long can the bull run really last? Alger’s Ankur Crawford and Wealth Enhancement Group’s Nicole Webb give their expert takes. Plus, Schwab’s Kevin Gordon gives his forecast for earnings and the Fed. And, Plexo Capital’s Lo Toney weighs in on Microsoft’s record high… and what it might mean for the broader big tech battle.  Hosted by Simplecast,...

Stocks built on last week’s strength, in particular growth tech and small-caps popping. Truist’s Keith Lerner and Annandale Capital’s George Seay break down the market action and preview this week’s slate of earnings. Institute of International Finance’s Tim Adams on what’s ahead for bank regulations. Breakout Capital’s Ruchir Sharma talks China’s weak economic data and why America the most fiscal...