Power Lunch

Tesla’s Model Y has officially become the best-selling car in California, passing the Toyota Camry. We’ll explore what that means for the future of nationwide EV adoption. Plus, there’s so much news today, that we’ve got team coverage to tackle it all. We’ll discuss the market implications from the AI push, Disney’s earnings & global reaction to last night’s State of the Union address.   Hosted by...

There are 2 big events driving markets today. First, we had Fed Chair Jerome Powell speak on the economy, saying the “disinflationary process” has begun. We’ll break down his comments, and the big U-turn for stocks. Second, Microsoft is holding a big event focused on A.I. CEO Satya Nadella says it’s going to reshape everything in the software space. He’ll join us live to discuss that and everythin...

Markets are rallying this year because they think inflation is slowing. And Jerome Powell seems to agree. But the CEO of Nestle says more price hikes are coming. Who’s right on inflation? We’ll debate. Plus, many beaten-down names have soared as stocks get off to a hot start. Is this a repeat of “Meme Mania”? And are day traders once again jumping in on speculative names? We’ll get the latest data...

We just got a blockbuster jobs report, and yet the markets are reacting with a whimper. Is that a good sign for investors? We’ll dig into what could lie ahead for stocks, the economy & the Fed. Plus, stocks are off to a very hot start this year, with speculative names seeing some huge gains. But is there anything real to support this, or could the rally quickly slide back into reverse? We’ll debat...

Tech stocks are going bonkers again, led by Meta and helped by both earnings and the Fed. Can the rally keep going when Apple, Amazon and Alphabet report tonight? We’ll tell you the key things to watch. Plus, Ray Dalio warns we’re on the brink of economic war with China. But one of our guests says if you’re looking for opportunity in equities, China is the place to be. He’ll reveal what he’s buyin...

The Federal Reserve just raised interest rates by a quarter point, and said ‘ongoing’ increases will remain appropriate. It also noted that inflation “has eased somewhat, but remains elevated.” We’ll explain what the decision means for you and your money, where markets and the economy go from here, and how you can position. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for...

The market is watching 2 big items today: earnings and the Fed. We’ll get you set for tomorrow’s big FOMC decision on interest rates, and break down all the angles of earnings you need to know. Plus, Bitcoin is up nearly 40% so far this year. So has it survived the so-called “crypto winter?” We’ll ask Strike Founder & CEO Jack Mallers about that and much, much more. Hosted by Simplecast, an AdsWiz...

Stocks are mostly lower today, as the markets brace for the biggest week of earnings season on tap. We’ll look ahead to some of the biggest names with market-moving potential. Plus, the FOMC is meeting this week too. Will the Fed hike 25bps, or 50bps? And what will they say about the conditions for ending rate hikes? Former Atlanta Fed President Dennis Lockard will join us to discuss. Hosted by Si...

Intel is the big loser today following brutal earnings results. The company missed targets, and also gave a weak forecast. So when will the “turnaround” take hold? We’ll speak with an analyst who says its transition is still in the early earnings. Plus, we just got another sign that inflation is starting to slow. And a key consumer sentiment number improved, too. But can the consumer remain strong...

We’re tracking lots of headlines in the transportation sector today. Three major airlines are reporting results, plus Tesla is surging after topping estimates & Elon Musk’s conference call. We’ll break it all down. Plus, Chevron just announced a dividend raise and $75 billion share buyback plan. And the White House wasted no time in attacking the move for lining the pockets of wealthy shareholders...

Stocks are sinking today, as earnings results weigh on markets. Microsoft is dragging down tech, while Boeing is weighing on the Dow. We’ll get you ready for Tesla’s earnings on deck. Plus, we’ve seen some signs of inflation starting to slow. But maybe not fast enough for a lot of consumers. We’ll discuss the stickiness of higher prices, and if they’re here to stay. Hosted by Simplecast, an AdsWiz...

Wall Street is awaiting Microsoft’s big earnings report due out after the bell. And there are lots of issues at play, from layoffs to investments in AI. We’re also waiting to hear from the Dept. of Justice on an antitrust announcement. We’ll break it all down, and bring you the latest details as they happen. Plus, we have a couple of big CEO interviews on deck. We’ll talk defense with the CEO of L...

China celebrates a new year, but with the same problems. Will Lunar New Year cause new Covid concerns. Plus, Transportation Secretary Pete Buttigieg on improving the Golden Gate Bridge, and the FAA outage. And Tesla cuts price, will that spur EV adoption, or just start a price war? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of...

Alphabet is cutting jobs and bringing back its founders. Netflix soaring on strong subscriber numbers. And Apple is trying to produce more & more in-house. We’ll discuss the ripple effects for Big Tech. Plus, we just heard from Fed Governor Christopher Waller. We’ll get reaction to his comments on the economy, and what they mean for markets and your money. Hosted by Simplecast, an AdsWizz company....

Netflix set to report results after the bell. What are the metrics investors need to watch for? Amazon ends its charitable giving program, AmazonSmile. Will this result in bad PR sending shoppers elsewhere? Plus, potential market impact as the U.S. heads for another showdown over the debt ceiling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our colle...

The Fed is releasing its Beige Book today, with clues into economic activity across the country. We’ll break down the evidence that shows us likely entering a recession versus a “soft landing.” Plus, we’re getting positive signs for the housing market. Mortgage numbers are up, and builder sentiment is rising too. But is it just a blip, or will the slowdown really not be as bad as feared? We’ll exp...

China’s economy slowed in the 4th quarter, as its population shrinks and Covid cases rise. Is the nation really ready to emerge from a 3-year lockdown? We’ll explain what it all means for the global economy. Plus, Coach Mike Krzyzewski spent 40 years leading college players. Now the legendary Duke Men’s Basketball coach is teaching a Masterclass on leadership. We’ll talk to him about his lessons f...

The fight against inflation is highlighting a growing divide between markets & the Fed. We’ll explain what the latest numbers are saying that might make the central bank really unhappy. Plus, stocks are falling as Lockheed Martin & Northrop Grumman are both downgraded to “sell.” We’ll explain why there’s increased scrutiny on U.S. defense spending right now. Hosted by Simplecast, an AdsWizz compan...

December’s CPI number fell slightly, the first drop since May 2020, as inflation cools. We’ll explain what it means for markets & your money. Plus, McDonald’s vs. Yum! Brands: who’s a better buy right now? We’ve got 2 analysts battling it out in a “food fight.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for ad...

2 big messes are making headlines today: the entire U.S. air traffic system shut down due to a technology outage, while an ‘atmospheric river’ is causing widespread storms & flooding in California. We’ve got the latest details on both. Plus, thieves have been brazenly robbing retail stores, while employees apparently do nothing to stop them. And we’re seeing more and more companies addressing it i...

Stocks are higher again today, with small gains for the averages but some big individual movers. We’ll highlight the day’s biggest gainers, and tell you where to invest in this market. Plus, Coinbase shares are building on their recent rally, despite the company announcing it’s cutting nearly 20% of its staff. We’ve got the latest details. And, President Biden is meeting with Prime Minister Trudea...

Stocks are rising today, as the markets seem to be buying into a “soft landing” and second half recovery narrative. But the Fed seems insistent the inflation fight isn’t over. We’ll debate who’s right on the economy. Plus, 1,200 people were arrested in Brazil after protestors stormed government buildings in defiance of what they believe was a stolen election. While here at home, Republicans are lo...

Hopes that inflation might be peaking sends stocks rallying. And “Boomerang CEOs.” Executives coming back to the companies they used to run. Is that good or bad for those companies? Plus energy crushed the broader markets in 2022, can the same thing really happen again? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal da...

The A-D-P report shows positive signs for the job market, while at the same time, tech heavyweights including Amazon and Salesforce are cutting jobs. So is this a tech-specific problem. And one analyst says Microsoft’s investment in AI technology could help Bing eat into Google’s search dominance. Plus the CEO of Pioneer Natural Resources on where oil prices are head. Hosted by Simplecast, an AdsW...

The Fed releases the minutes from its latest meeting. We break down what the Fed said and what it means for policy going forward. Plus, rising interest rates have caused major problems for real estate. We look at the slowdown in residential and commercial real estate and what has to happen to turn it around. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information abou...