Morning Call

The parade of big tech earnings rolls on, with Amazon reporting Q1 results today. The Futurum Group's Daniel Newman lays out his expectations. Plus, McDonald's and Starbucks also open their books today. Morgan Stanley's Brian Harbour tees up the numbers. And, the Fed kicks off its two-day policy meeting today, with a decision due tomorrow. Hargreaves Lansdown's Emma Wall and Thornburg Investment M...

Investors are awaiting the kickoff to this week's Fed decision. The Milken Institute's Bill Lee gives his expectations. Plus, Amazon and Apple are set to deliver results in what could be two market-moving events. Janus Henderson's Alison Porter explains. And, it's busiest week of earnings season, with 30% of the S&P 500 and 20% of the Dow reporting. Clough Capital's Vince Lorusso and G Squared Pri...

Google-parent Alphabet is buying back $70 billion worth of shares and instituting its first-ever dividend. Arete Research's Richard Kramer breaks down the quarter. Plus, huge sales growth in the cloud and even bigger bets in AI may not be enough to prop up Microsoft's guidance. Oppenheimer's Timothy Horan dives into the results. And, the markets are coming off a whipsaw session ahead of fresh infl...

Meta's strong quarter is doing little to prop up the stock, which is set to shed $200 billion in value at the open. Cleo Capital's Sarah Kunst dives into the results. Plus, is Meta's report a read into what's to come for Alphabet and Microsoft today? Northstar Asset Management's Nimrit Kang weighs in. And, the broader markets are also selling off as tech takes it on the chin once again. Chantico G...

Tesla is soaring despite its dismal start to the year. RBC's Tom Narayan dives into the quarter. Plus, the FAA is opening a new investigation in Boeing. Stifel's Bert Stubin explains. And, efficiency vs. innovation will likely be a key focus in Meta's earnings report today. Big Technology's Alex Kantrowitz tees up the results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for infor...

Tesla reports earnings after the close today as the stock hovers at its lowest level since last January. KKM Financial's Jeff Kilburg lays out the key metrics to watch. Plus, UPS is expected to deliver its worst quarterly results for the year. Melius Research's Conor Cunningham explains. And, the markets are rebounding from last week's sell-off. TS Lombard's Skylar Montgomery Konig and Oppenheimer...

Big tech is in focus this week with four of the Magnificent 7 set to report earnings. Clockwise Capital’s James Cakmak tees up the results. Plus, House Speaker Mike Johnson is supporting a vote on several foreign aid packages, including one to Ukraine. Fordham Global Foresight’s Tina Fordham explains. And, Tesla is under pressure again as it fires off another round of price cuts. Roth MKM’s Craig...

Israel has retaliated against Iran’s unprecedented drone and missile attack. Energy Aspects’ Amrita Sen discusses what this means for oil prices. Plus, Netflix is under pressure despite blowing past subscriber growth estimates. Citi’s Jason Bazinet dives into the quarter. And, EU regulators say a preliminary probe into Microsoft’s investment in OpenAI is still ongoing. The European Commission’s Ma...

There's a new cause for concern when it comes to the staying power of stocks. Goldman Sachs Asset Management's Gurpreet Garewal makes the case for fixed income. Plus, Netflix is on a roll thanks to a big boost in subscribers and its password-sharing crackdown. Annadale Capital's George Seay gives his expectations for earnings today. And, TSMC has grown profit for the first time in a year. Wedbush'...

A big part of the market's recent downturn is the Dow Transports, which is currently below its 50- and 200-day moving averages. Bank of America's Ken Hoexter lays out the road ahead. Plus, LVMH is higher despite reporting slowing sales growth. TEMA ETFs' Javier Gonzalez explains. And, Fed Chair Jay Powell says he needs more confidence in inflation's path forward before cutting rates. Delancey Weal...

Wall Street is bracing for what could be a third straight negative session for stocks in a row. Leavell Investments' Andrew Grinstead lays out how to position from here. Plus, Morgan Stanley and Bank of America cap out first quarter big bank earnings this morning. Argus Research's Stephen Biggar gives his expectations. And Microsoft says it will invest $1.5 billion in the UAE's top AI firm, G42. E...

Investors around the world are coming to grips with one of the boldest attacks by Iran on Israel. CIBC Private Wealth’s Rebecca Babin discusses the impact on oil prices. Plus, a big part of the market’s slide last week was tech. Hightower’s Stephanie Link and Wedbush’s Dan Ives explain. And, Wall Street is trying to pick up the pieces after the Dow’s worst week in more than a year. Citi’s Steven W...

As the Fed's 2% inflation target remains elusive, is the mandate still a realistic goal? BNP Paribas' Daniel Morris and The Conference Board's Dana Peterson weigh in. Plus, JPMorgan and Citi kick off bank earnings today. Essex Investment Management's Nancy Prial tees up the results. And markets are closing out what has been a whipsaw week. RBC Brewin Dolphin's Janet Mui and G Squared Private Wealt...

Pain at the pump, stubborn housing costs, and higher food prices are just some parts of inflation weighing on consumers. Mastercard's Michelle Meyer explains. Plus, what are the technicals saying about the direction of the markets? CappThesis' Frank Cappelleri weighs in. And, the fallout of the hotter-than-expected CPI report is hitting semi stocks. Fox Advisors' Steven Fox discusses. Hosted by Si...

Investors are preparing for the big event of the week: March CPI. Former Fed Vice Chairman Roger Ferguson gives his expectations. Plus, the FAA is investigation new whistleblower claims around Boeing's 787 Dreamliner. Jefferies' Sheila Kahyaoglu explains. And, is the chance of three rate cuts this year off the table? Hargreaves Lansdown's Emma Wall and Capital Wealth Planning's Kevin Simpson weigh...

Shares of Apple are falling on a new note warning of weak demand for the iPhone. Cleo Capital's Sarah Kunst lays out the road ahead. Plus, the odds for a June rate cut are at their lowest since October. WisdomTree's Jeremy Schwartz explains. And, Jim Cramer says investors should just be thankful that the Fed isn't hiking anymore. Charles Schwab's Jeff Kleintop discusses. Hosted by Simplecast, an A...

Treasury Secretary Janet Yellen addresses tariffs, electric vehicles, and green exports in an exclusive interview with CNBC. Atlantic Council's Hugh Tran gives his thoughts on the conversation. Plus, Yellen also says she's focused on keeping American companies in business as they face growing pressure from China. KraneShares' Brendan Ahern dives into the issue. And, Wall Street faces a fresh test...

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz...

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz...

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz...

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz...

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz...

It's been a rough road for Tesla, with several firms cutting their price targets this week. RBC's Tom Narayan and Roth MKM's Craig Irwin debate the bull and bear cases. Plus, Disney is set to notch its best Q1 performance since 2000. Yale School of Management's Jeff Sonnenfeld discusses why he's backing the company in its proxy fight against Nelson Peltz. And, it's not just Disney getting a boost:...

Shares of Donald Trump's social media company jumped more than 50% in their trading debut yesterday. TD Cowen's Jaret Seiberg discusses the intersection between politics and markets. Plus, China's Xi Jinping is meeting with U.S. executives this week. Longview Global's Dewardric McNeal explains. And, what does the Francis Scott Key Bridge's collapse mean for the global supply chain? Freightos' Juda...

Boeing CEO David Calhoun will be stepping down at the end of this year following that Alaska Airlines door plug blowout. Gabelli Funds' Tony Bancroft and Laffer Tengler Investments' Nancy Tengler debate the outlook for the stock. Plus, Wedbush is raising its price target on Microsoft, citing "transformative" monetization for Co-Pilot. Wedbush's Dan Ives explains his new note. And, the list of big...