Afleveringen
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Amazon is the latest megacap tech company to report earnings and we have you covered form every angle. Other names reporting include Pinterest, Expedia, Elf Beauty and Take-Two. Barbara Doran of BD8 Capital gives her take on what the earnings say about the broader economy. DA Davidson’s Gil Luria and Wedbush’s Scott Devitt break down Amazon’s results, while Seaport’s Aaron Kessler weighs in on Pinterest. Blackstone’s Kathleen McCarthy shares her outlook on real estate investing and why she is changing her tune for some office and retail opportunities. Suntory Holdings CEO Takeshi Niinami discusses the impact of tariffs on the alcohol industry for the maker of Jim Beam and Maker’s Mark. Plus, Qualcomm CEO Cristiano Amon on the company’s growing presence in autos amid tariff concerns.
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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.
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Zijn er afleveringen die ontbreken?
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Jon Fortt and Morgan Brennan break down a big night for earnings with insights from Adam Crisafulli of Vital Knowledge and Scott Chronert of Citi Research. Ford CEO Jim Farley joins for an exclusive discussion on the automaker’s latest results. Plus, Ben Bajarin weighs in on Qualcomm and Arm earnings, and MP Materials CEO James Litinsky unpacks China’s dominance in rare earths market and how his company is working to bring the supply chain back to America.
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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.
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A high-stakes earnings day with deep dives into major tech and consumer names. Sand Hill Global Advisors CIO Brenda Vingiello joins alongside CNBC’s Mike Santoli to break down the market reaction. Alphabet, Snap, and AMD are in the spotlight, with expert analysis from Roth MKM’s Rohit Kulkarni and Susquehanna’s Christopher Rolland. Plus, a key conversation on the U.S. approach to digital assets with White House AI & Crypto Czar David Sacks. Also on the docket: Jon Fortt’s exclusive sound from IBM’s CEO.
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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.
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A packed show covering the latest in markets, earnings, and tech policy. Adam Kobeissi, Editor-in-Chief of The Kobeissi Letter, and Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, break down key market trends and positioning. A deep dive into Palantir’s earnings with a head-to-head debate between Dan Ives of Wedbush and Jefferies analyst Brent Thill. Plus, Booz Allen Hamilton CEO Horacio Rozanski joins exclusively to discuss the ripple effects tariffs and Trump 2.0. Our Eunice Yoon has fresh reporting on the ground in China taking a look at how the economy there is handling tariffs.
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Just how vulnerable – or insulated – is the U.S. economy under various tariff scenarios? We break down the latest in the trade war and what it might mean for your money with Dan Greenhaus from Solus, Sameer Samana of Wells Fargo and Invesco’s Kristina Hooper. Plus, former Dallas Fed President Richard Fisher tells us what the tariffs could mean for the Fed and inflation. And, star technician Jeff DeGraaf says he is watching one key sector in the market right now – because if you lose that sector, you could lose the whole market. He explains which one and why.
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Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives a deep five on the markets and how her clients are positioning. Our Seema Mody reports on the Nvidia CEO Jensen Huang's visit to the White House. Joseph LaVorgna, Chief Economist at SMBC Nikko Securities America, talks tariffs and the potential econnomic impact. Morgan has an exclusive interview with Baker Hughes CEO Lorenzo Simonelli after strong earnings. Alexis Ohanian, Reddit co-founder, talks DeepSeek, the promise of AI and the cultural shifts in tech. Morgan interviews the Fire Earth Alliance for her latest Manifest Space, on how the company is transforming how fires are prevented.
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We break down all of the latest developments from DC and what it could mean for your money with Washington Correspondent Megan Cassella and CNBC’s Senior Economics Reporter Steve Liesman. The Wharton School’s Jeremy Siegel tells us what he’s forecasting for stocks in the weeks ahead. Plus, star Apple analyst Erik Woodring from Morgan Stanley joins with his first reaction to that company’s quarterly report. And, noted value investor Scott Black reveals his top picks.
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Public-private partnership Earth Fire Alliance includes Google, the Gordon and Betty Moore Foundation, The Minderoo Foundation, Environmental Defense Fund—and Muon Space. Fire Alliance Executive Director Brian Collins & Muon Space CEO Jonny Dyer join Morgan Brennan to discuss using space technology and AI to detect small fires before they become large and devastating, helping incident commanders make better-informed decisions about resource allocation.
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It's another huge day of Big Tech earnings with the biggest company of all: Apple. Barbara Doran, CEO of BD8 Capital Partners, and Jose Rasco, CIO at HSBC Global Private Banking kick things off with where we are in the market right now.
We break down earnings from Intel, KLA, Visa, Deckers, and U.S. Steel.
Patrick Moorhead of Moor Insights discusses Intel’s report.
We break down Apple from every angle withBarbara Doran, Patrick Moorhead, and Maxim Group’s Tom Forte, plus T. Rowe Price portfolio manager Tony Wang.
Morgan sits down with UPS CEO Carol Tomé as the company's stock posted its worst day ever after investors shied away from the company's disappointing revenue guidance.
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What is riding on Apple results in Overtime? We discuss with Malcolm Ethridge from Capital Area Planning Group and Bryn Talkington of Requisite Capital. Top financial advisor Rich Saperstein from Treasury Partners tells us the one sector he is betting on in the wake of the Deepseek drama. And, we drill down on the big move in Caterpillar’s stock today.
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It might be the most important hour of earnings season: Meta, Microsoft and Tesla all report their latest numbers — and set the tone for what comes next in the market. Adam Crisafulli of Vital Knowledge and our Michael Santoli kicks things off before we hear from the companies.
Key earnings on deck include Microsoft, Meta, Tesla, IBM, and ServiceNow, with exclusive CEO commentary from Jon. Dan Ives of Wedbush joins to break down Microsoft, Meta, and Tesla results. Later, Gil Luria of D.A. Davidson offers deeper analysis on the tech giants' earnings.
The Fed kept rates steady and Cecilia Rouse, President of the Brookings Institution, and Apollo’s Chief Economist, Torsten Slok, providing crucial insight on what investors need to know from Fed Chair Jerome Powell's latest.
Jon shares exclusive sound from VF Corp. CEO Bracken Darrel on the company's turnaround efforts and Morgan checks in on the transports with an exclusive interview with Norfolk Southern CEO Mark George.
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We kick off with Paul Hickey of Bespoke Investment Group and Charles Schwab's Kevin Gordon analyzing key market movements and economic trends.
Starbucks reports earnings as new CEO Brian Niccols changes come into sharper focus; Wedbush analyst Nick Setyan breaks down what's ahead.
F5 CEO François Locoh-Donou on the latest quarter. Commvault CEO Sanjay Michandani on protecting AI data and the implications of DeepSeek. Josh Wolfe of Lux Capital joins to discuss U.S.-China competition, defense tech, and the future of critical investments.
Walter Isaacson shares insights into Elon Musk’s evolving influence in politics and business, bringing his perspective as Musk’s biographer.
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What does the future of investing in AI look like and has the game truly changed? We discuss with Big Technology’s Alex Kantrowitz and Alger’s Dan Chung. Plus, some are calling the Deepseek development a boon to startups looking for cash. Rich Heitzmann from FirstMark gives his take. And, we discuss some big moves in the Bitcoin miners – and what’s at stake for that group.
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The deep sink today in AI stocks weighing on the Nasdaq. So, is this really a watershed moment for investing in that space? We discuss with our own Deirdre Bosa and Bernstein’s Stacy Rasgon. Plus, Fundstrat’s Tom Lee tells us the names he would be buying on today’s dip. And, Nvidia shareholder Doug Clinton reacts to the stock’s worst single-day market cap loss in history.
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Bob Elliott of Unlimited and Steve Sosnick of Interactive Brokers discussing key market moves. Tech takes center stage as Dan Niles previews next week’s major earnings. Aspen Strategy Group Executive Director Anja Manuel joins to explore Trump’s impact on China and trade.
Speaks with Dr. Dajun Yang, CEO of Ascentage Pharma, about the first healthcare IPO of 2025. Hugh Son wraps up with insights on American Express and the strength of affluent consumers.
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Stephanie Guild from Robinhood, NewEdge’s Cameron Dawson and Ayako Yoshioka of the Wealth Enhancement Group break down their predictions for the market this year. Plus, star investor Benchmark’s Bill Gurley weighs in on the drama between Elon Musk and Sam Altman. And, shares of Novo Nordisk jumped in today’s session on some critical obesity drug data. We explain all the details and what it could mean for the rest of the GL-P1 space.
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