Afleveringen
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Bitcoin traded above $99,800, closing in on the key $100,000 level. Michael Bressler and Benoit Bosc, x2B co-founders, talk whatâs driving the crypto right now and just how much higher the price can go. They also talk their new business as traditional-finance-workers-turned-bitcoin-advisors. Ward Nye, Martin Marietta CEO on what infrastructure spending will look like under Trump 2.0. Plus, Jason Trennert, Strategas Chairman, on the macro picture right now.
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How long will these favorable trends remain investorâs friend, as we enter an even stronger seasonal period with the bullsâ confidence riding high? 3Fourteenâs Warren Pies, Raymond Jamesâ Tavis McCourt and Crossmarkâs Victoria Fernandez break down their forecasts. Plus, Mithra Warrier from Citi tells us what she is expecting from hedge funds in the new year. And, Bitcoin closing in on $100K. EMJâs Eric Jackson weighs in on what could be next for the crypto space.
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Zijn er afleveringen die ontbreken?
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Snowflake shares had their best day after reporting strong earnings. CEO Sridhar Ramaswamy on how the company is winning in the current environment. Bessemer Ventureâs Byron Deeter weighs in on the resumption of the software trade and whatâs next for Nvidia. Plus, Intuit CEO Sasan Goodarzi on the latest quarter and what the Department of Government Efficiency means for the companyâs business.
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Where is the post-election rally headed from here? Nuveenâs Saira Malik breaks down her forecast and tells us where she is seeing opportunity right now. Plus, Notable Capitalâs Jeff Richards tells us how he is playing the tech space and where heâs putting money to work right now. And, we explain whatâs at stake when Gap and Ross report results in Overtime.
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Maybe the marketâs most closely-watched earnings report, Nvidia, reported strong third-quarter numbers. The chipmaker beat analyst expectations for earnings and revenue and provided strong guidance. We have you covered from every angle with Bespokeâs Paul Hickey, Moor Insights & Strategy CEO Patrick Moorhead. Plus, one of the few analysts on the Street with a hold rating, DA Davidsonâs Gil Luria, on what he needs to see to change his rating.
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Live from the Schwab Impact 2024 Conference in San Francisco Charles Schwabâs Liz Ann Sonders tells us what she thinks could be next for stocks. Plus, Malcolm Ethridge of Capital Area Planning Group and Odyssey Capital Adviorsâ Jason Snipe tell us what they are expecting from Nvidia earnings out in Overtime. And, we break down whatâs behind bitcoinâs big run.
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President-Elect Trump is set to be back in the White House, with space policy set to change accordingly. Former NASA Administrator Jim Bridenstine joins Morgan Brennan to discuss the future of the Artemis lunar program, space as the forefront of national security and geopoliticsâplus, whether Bridenstine would consider rejoining the space agency.
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Jon sits down with Microsoft CEO Satya Nadella at his companyâs Ignite conference. They talk customer demand for Microsoftâs AI products, the new features unveiled today and the ROI on AI spending. Qualcomm CEO Cristiano Amon on the companyâs revenue targets and its plans for diversifying. Plus, Leon Panetta on the escalating tensions between Russia and Ukraine.
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What are the key forces that will tilt this indecisive market one direction or the other? Solus Alternative Asset Managementâs Dan Greenhaus, Merrill and Bank of America Private Bankâs Marci McGregor and Bryn Talkington of Requisite Capital Management break down their market takes. Plus, top technician John Kolovos tells us why he thinks Bitcoin could hit $200K. And, Doug Clinton of Intelligent Alpha tells us what he is expecting from Nvidiaâs report tomorrow after the bell.
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How does the risk-reward equation break down for the final six weeks of the year? New York Life Investmentsâ Lauren Goodwin, Vantage Rockâs Avery Sheffield and Invescoâs Brian Levitt tell us what theyâre expecting into year end. Plus, Sung Cho of Goldman Sachs tells us whatâs at stake when Nvidia reports results this week. And, top retail analyst Matt Boss from JP Morgan breaks down what he is watching from Walmart, Target and Nordstromâs big reports.
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Stocks closed out a down week with declines across the major averages on Friday, led to the downside by tech. Morgan Stanley Global Head of Thematic and Macro Investing Ellen Zentner on what she is telling clients and RBCâs Lori Calvasina on what you need to know for the weeks ahead. Netflix is airing Jake Paul vs. Mike Tyson and promotor of the fight, Nakisa Bidarian, discusses what the event means for Netflix, Paul and the future of streaming sports. Jefferiesâ Sheila Kahyaoglu on why defense stocks got hit this weekâand what Elon Musk might have to do with it. Plus, FICO CEO William Lansing on the stockâs rip higher and how the consumer looks from his vantage point.
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Where might the run for stocks and rates go from here? The Wharton Schoolâs Jeremy Siegel, Hightowerâs Stephanie Link and Ali Flynn Phillips of Obermeyer Wood break down their forecasts. Plus, star technician Jeff DeGraaf tells us how he is navigating the semi space ahead of Nvidiaâs report next week. And, we tell you what to watch from all of the retail earnings coming up.
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The second straight down day for markets as the post-election rally breather extended into Wednesday. Charles Schwab Asset Mangement CIO Omar Aguilar and Evans May Wealth's Brooke May break down the market action. Calamos Investment Management co-CIO Nick Niziolek on how to invest in emerging markets under the second Trump administration. Microstrategy's Michael Saylor on bitcoin's surge, his stock's run and what's ahead for crypto.
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From the open to the close, âClosing Bellâ and âClosing Bell: Overtimeâ have you covered. From whatâs 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.
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Rocket Lab has surged, beating estimates for a better-than-expected results for its third quarter. CEO Peter Beck tells Morgan Brennan that the company is seeing record momentum in all its businesses, from its space systems segment to small launch rocket demand. Looking beyond the quarter the rocket startup raised its Q4 revenue guidance and is readying its medium launch rocket Neutron for its first flight next year. Founder & CEO Peter Beck and Morgan Brennan discuss the quarter, what a second Trump administration could mean for space policy â especially with SpaceXâs Elon Musk in the mixâand what heâs most excited about for space exploration.
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The post-election breather extended to its second day in a row as stocks lost steam in the final hour of trade. CFRA's Keith Snyder breaks down Cisco earnings. Greenlight's David Einhorn gives a new industrial pick he likes. Ibotta CEO Bryan Leach on the company's third results as a public company, how the consumer is faring and what the company plans to do if inflation returns to growth in 2025. Rocket Lab stock shot up more than 25% today; CEO Peter Beck talks the growth of the business, the company's plans under Trump 2.0 and how it is positioned relative to SpaceX.
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Where are these markets likely to head over the next few months? Courtney Garcia of Payne Capital, HSBCâs Max Kettner and Capital Area Planning Groupâs Malcolm Ethridge debate where they see stocks headed. Plus, top technician Jonathan Krinsky from BTIG says U.S. stocks seem to be the only game in town right now. He explains why. And we explain why Jetblue shares soared in todayâs session.
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Stocks had their first down day since the election as investors took a breather and Treasury yields rose. Earnings Instacart, Skyworks, Cava, Flutter. Top analyst, Mark Mahaney of Evercore ISI, takes a deep dive on Spotify earnings and why he likes the company. Ares Global Head of Wealth Management Raj Dhanda on top opportunities in private markets and how to allocate under Trump 2.0. Shift4 Payments founder and CEO Jared Isaacman on earnings, the consumer and space policy.
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Can the marketsâ pro-growth, risk-on message of the past week be trusted? And how has it changed the setup into the yearâs final stretch? Our all-star panel of Sofiâs Liz Young, Metliftâs Drew Matus and Thornburgâs Emily Leveille break down where they stand. Plus, Sherry Paul of Morgan Stanley Private Wealth breaks down her year-end playbook. And, we run through what to watch from Instacart, Occidental Petroleum and Flutter when those names report in Overtime.
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The Dow closed above 44,000 and the S&P 500 closed above 6,000 for the first time as stocks extend their bullish run since the election. Bespokeâs Paul Hickey and Envestnetâs Dana DâAuria break down what could be ahead through year-end. Apollo Globalâs Torsten Slok on the Fedâs next move. Insulet CEO Jim Hollingshead on the company seeing strong demand for its insulin pump. IAC CEO Joey Levin on the companyâs decision to explore spinning off its ownership in Angiâand what he might do with the cash.
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