Morning Call

Shares of Airbnb are higher after the company posted its first annual profit ever. Wells Fargo's Brian Fitzgerald explains why he's bullish on the stock. Plus, investors are awaiting the latest snapshot on the U.S. consumer today, with January retail sales out this morning. Telsey Advisory Group's Dana Telsey discusses the names she's watching. And, executives at some of Wall Street's biggest bank...

Ahead of today’s inflation report, what is the outlook for stocks, a potential recession, and the global economy? CalSTRS’ CEO Christopher Ailman weighs in. Plus, amid heightened tensions between the U.S. and China over the suspected spy balloon, the Bank of Japan is making a leadership change. Former Morgan Stanley Asia Chairman Stephen Roach gives his thoughts. And, investors are gearing up for...

Eamon Javers discusses the latest information about the unidentified flying objects the U.S. military has shot down over this country and Canada in the past few days.  Plus, former BP CEO John Browne discusses Europe's shift to green energy sources, which is being met by some pushback from Germany and other EU countries.  And, JPMorgan's Joyce Chang on which parts of the world look ripe for invest...

Layoffs in tech and media continue to accelerate, with Yahoo and Newscorp among the latest to cut jobs. Fast Company's Stephanie Mehta and The Conference Board's Dana Peterson explain the outlook. Plus, investors are digesting a busy week of earnings and Fed speak. Truist Advisory Services' Keith Lerner and Qontigo's Melissa Brown break down the markets. And, the countdown to Super Bowl Sunday is...

Shares of Disney are popping in the pre-market on the heels of a first quarter top and bottom line beat that showed smaller than expected streaming subscriber losses. UBS’ John Hodulik discusses the company’s massive restructuring plan. Plus, U.S. stocks are struggling to hold onto gains as investors digest more corporate earnings and an onslaught of Fed speak. Principal Asset Management’s Seema S...

Disney reports earnings for the first time since Bob Iger returned as CEO, with analysts expecting EPS to fall but revenue to rise. Citigroup’s Jason Bazinet gives the outlook. Plus, in last night’s State of the Union address, President Biden renewed his call for taxing billionaires and corporate stock buybacks to reduce the federal deficit. American Enterprise Institute’s Jim Pethokoukis recaps t...

In the wake of mixed reports from Meta, Alphabet, Amazon, and Snapchat, Pinterest is also seeing its shares fall. Arete Research's Rocco Strauss discuss the earnings report. Plus, BP has posted a record annual profit of $28 billion and hiked its dividend by 10%. Cowen's Jason Gabelman weighs in on the energy sector. And, investors are bracing for more commentary from Fed Chair Jay Powell, who will...

It's been a wild few weeks for mega-cap tech, with the Nasdaq up nearly 15% this year after wrapping its fifth straight weeks of gains in what has been its longest weekly winning streak since November 2021. Evercore ISI's Mark Mahaney and Big Technology's Alex Kantrowitz discuss the road ahead for tech. Plus, Europe has imposed a new ban on Russian-made diesel fuel and other oil products, such as...

Big tech is taking a tumble after Apple, Amazon, and Alphabet all reported earnings losses and issued weak guidance going forward. Arete Research's Richard Kramer give the outlook for the sector. Plus, shares of Ford are dropping at the company posted an ugly four quarter and a disappointing full-year outlook. Jefferies' Philippe Houchois dives into the latest. And, Meta and Chevron are the latest...

Shares of Meta are surging after the company posted better-than-expected revenue and issued a $40 billion stock buyback. Laffer Tengler Investments' Nancy Tengler breaks down what to expect from Apple, Amazon, and Alphabet's earnings reports today. Plus, after short-seller Hindenburg Research accused Adani Group of stock manipulation, the company's total losses are now topping $100 billion. The Wa...

Shares of Snap are plunging on the heels of yesterday's Q4 earnings report, where the company beat on earnings but missed on revenue and daily active users. Neuberger Berman's Daniel Flax and Cleo Capital's Sarah Kunst discuss the social stock trade. Plus, investors are gearing up for the conclusion of the Fed's first policy meeting of the new year. Palumbo Wealth Management's Phil Palumbo and S&P...

The Federal Reserve is kicking off its first policy decision meeting of the year, and after seven straight rate hikes in 2022, investors are expecting the committee to continue easing off the accelerator. Former Fed Vice Chairman Roger Ferguson gives his thoughts. Plus, Wall Street is watching shares of UPS as the company prepares to report Q4 earnings. BofA Securities' Ken Hoexter breaks down wha...

Another rough day is shaping up for Intel after an ugly trading session on Friday and an even uglier Q4 earnings report. Moor Insights & Strategy's Patrick Moorhead explains the road ahead. Plus, Wall Street is awaiting a batch of housing data this week, including the S&P Case-Shiller Home Price Index. Cortland's Brad Dillman discusses what to expect. And, it's the biggest week of earnings season,...

Shares of Chevron are ticking up on the news that the company is launching a $75 billion buyback and is hiking its dividend by 6%. RBC Capital Markets’ Biraj Borkhataria explains what to expect from the Q4 earnings report today. Plus, guidance for the year ahead has been cautious as rising interest rates and a potential consumer slowdown continue to weigh on corporate profits. Washington Crossing...

Tesla shares are popping after the company beat on both earnings and revenue. Canaccord Genuity’s George Gianarikas gives the details. Plus, new research from Deutsche Bank shows that Europe may make it through this winter from an energy perspective. Former Chairman of the Federal Energy Regulatory Commission Neil Chaterjee weighs in on the outlook. And, Meta is allowing former president Donald Tr...

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The tech sector is on fire, with the Nasdaq off to its best start for a year since 2019 when it ran up 8% in the first three weeks of January and finished up 35% overall. Hargreaves Landsdown's Sophie Lund-Yates explains what's to come. Plus, investors are gearing up for another batch of economic data and earnings as they look for signs of a slowdown in Fed-induced rate hikes. Capital Wealth Plann...

It's been a pretty hot year for many stocks in the tech sector, with the Nasdaq on a three-week winning streak. Liberty Sky Advisors' Ian Whittaker lays out the latest. Plus, a new trading model from JPMorgan shows the odds of a recession are falling sharply across multiple markets. BondBloxx's Joanna Gallegos breaks down the opportunities in fixed income. And, it's a busy week ahead for investors...

Netflix shares are rising on the back of in-line revenue and an increase of over 7 million subscribers during the fourth quarter. Clockwise Capital's James Cakmak discusses the results. Plus, while the major indexes in the U.S. have faced growing pressure after a solid start to the year, emerging markets have not. Mobius Capital Partners' Mark Mobius explains where to invest. And, several Fed offi...

Netflix is gearing up to report Q4 results after the bell as investors look for insight into subscriber and revenue growth since it launched its ad tier in November. Big Technology's Alex Kantrowitz explains what to expect. Plus, the Investment Company Institute says a record amount of funds flowed into money market accounts at the end of last year, topping the previous peak in 2020. Girard's Timo...

Bitcoin and Ether are outperforming just about all traditional assets, with both posting gains of roughly 30%. Kaiko's Clara Medalie discusses if this is a short-term bounce or a long-term bull trend. Plus, December retail sales figures are expected today as investors look for insight into the state of the consumer and inflation. Kearney Consumer Institute's Katie Thomas breaks down what to expect...

It's a big couple of days from Davos, Switzerland and the World Economic Forum. Bain Capital's Stephen Pagliuca breaks down his predictions for the year. Plus, when it comes to oil prices, there are going to be two major factors this year: how much China begins buying up oil again, and whether OPEC+ will cut production again in the coming months. S&P Global's Dan Yergin discusses the outlook from...

Earnings from banks both big and small are on deck today as many bank stocks come off a red hot week. Mendon Capital Advisors' Anton Schutz breaks down what to expect. Plus, oil prices are back on the rise, and this week, they're on track for a gain of more than 6%, with ICE Brent Crude in line for its best performance since October. RBC Capital Markets' Helima Croft talks all things energy. And,...

Disney is gearing up for a big board room battle with billionaire Nelson Peltz, who wants to join the board. Big Technology's Alex Kantrowitz gives the latest. Plus, investors are awaiting the December CPI report, with analysts expecting a 6.5% rise from a year ago. NatWest Markets' Michelle Girard explains what to expect. And, markets are muted ahead of earnings season, where 7 of the 11 sectors...

Despite the pain of inflation, higher interest rates, and falling earnings expectations, do the technicals suggest better days ahead for stocks? Piper Sandler's Craig Johnson weighs in. Plus, the energy sector had a record year in 2022, soaring 59% on average. RBC Capital Markets' Biraj Borkhataria discusses the outlook for the sector this year. And, ahead of tomorrow's CPI report, the bulls may b...