Afleveringen
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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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Have the bulls made the case that a bottom is in or is this still a typical sharp but fleeting bear-market bounce? We discuss with 3Fourteenâs Warren Pies, JP Morgan Asset Managementâs Stephanie Aliaga and Truistâs Keith Lerner. Plus, the âDean of Valuationâ Aswath Damadoran from NYU tells us how he is navigating the tech trade this earnings season. And, Algerâs Ankur Crawford weighs in on the semi space and AI arms race.
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Zijn er afleveringen die ontbreken?
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April has been one of the stock marketâs most tumultuous months ever. While defense and aerospace havenât been entirely immuneâas government spending on initiatives like space security rises, those boasting government contracts have proven to be safe havens for investors. Andrew Chanin, the co-founder & CEO of ProcureAM, is one of the minds behind the first-ever ETF fully dedicated to space stocks. He joins Morgan Brennan to discuss the investing landscape, the space economy, and where he sees opportunity in the volatility.
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Earnings from some of the techâs key players, with Alphabet, Intel and T-Mobile all reporting after the bell. Barbara Doran of BD8 Capital and Victoria Greene of G Squared Private Wealth on navigating the market setup. T-Mobile CEO Mike Sievert joins to break down the companyâs latest numbers. Evercoreâs Mark Mahaney offers insight on Alphabet, while Susquehannaâs Christopher Rolland analyzes Intel. Later, a two-guest panel featuring Rohit Kulkarni and Chris Ballard dives deeper into Alphabetâs performance and implications for big tech.
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How should investors be trading these markets? We discuss with JP Morgan Asset Managementâs Gabriela Santos and Invescoâs Brian Levitt. Plus, we drill down on what to watch from Alphabetâs results with Laura Martin from Needham and Ayako Yoshioka from Wealth Enhancement Group. And, Vista Equity Partnersâ Robert Smith weighs in on the AI arms race, trade war and much more.
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A packed earnings day drives the action, with major results from Texas Instruments, IBM, Lam Research, Chipotle, Whirlpool, and ServiceNow. Paul Hickey of Bespoke Investment Group and Brooke May of Evans May Wealth assess the market's reaction. Analysts dive into key takeaways, including commentary from IBM and ServiceNow CEOs. Patrick Moorhead breaks down the implications for IBM and ServiceNow, while Tore Svanberg joins to discuss Texas Instruments. On the macro front, former Kansas City Fed President Esther George weighs in on the Beige Book and Fed Chair Powell's latest moves.
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Solus Alternative Asset Management and RBC Capital Marketsâ Lori Calvasina weigh in on the trade tug of war. Plus, top tech investor Jeff Richards of Notable Capital weighs in on the volatility in that sector. And, BofAâs Jill Carey Hall tells us where she sees small caps heading from here.
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Carson Groupâs Ryan Detrick and Payne Capitalâs Courtney Garcia break down todayâs huge rally, with the major averages regaining all of Mondayâs big losses. A packed slate of earnings led by Tesla. Wedbushâs Dan Ives and former Tesla President Jon McNeill give instant reaction to the EV-makerâs numbers. On the macro front, Jefferies' David Zervos discusses Fed policy and the latest Trump vs. Powell tensions. Other earnings include Enphase, Baker Hughes, Capital One, Intuitive Surgical and SAP. Plus, Morgan gives key takeaways from defense sector earnings.
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Strategasâ Chris Verrone tells us how he is navigating todayâs jump. Plus, Tesla shareholders Gene Munster and Bryn Talkington weigh in on that name ahead of its earnings report. And, Treasury Partnersâ Richard Saperstein tells us where he is seeing pockets of opportunity right now.
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Stocks closed well off worst levels, but the rout in April continues. A deepening market selloff takes center stage with Anastasia Amoroso of iCapital and Sameer Samana of Wells Fargo breaking down pressure points across sectors. Our Deirdre Bosa reports on the unraveling of AI optimism. Morgan Stanleyâs Seth Carpenter weighs in on Trump vs. Powell tensions and macro dynamics, while Citiâs Scott Chronert discusses the implications of todayâs sharp dropâand the situation he says you should be buying right now. Technical analysis from Katie Stockton provides levels to watch, and Steve Kovach covers Appleâs decline on renewed China and tariff concerns. Earnings from Zions Bancorp and Western Alliance with Bairdâs David George.
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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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Malcolm Ethridge of Capital Area Planning Group and Barbara Doran of BD8 Capital Partners break down the shortened-weekâs market action. Mark Mahaney of Evercore ISI offers a Wall Street rapid reaction perspective on Netflix, followed by broader entertainment industry insights from Ben Silverman, Propagate Content Chairman and former NBC Entertainment Co-Chairman. Former acting White House Chief of Staff Mick Mulvaney talks the Presidentâs relationship with Fed Chair Jerome Powell. Huntington Bancshares CEO Stephen Steinour joins to discuss earnings, the consumer, and more. Mizuhoâs Jared Holz breaks down major moves in the health care sector.
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Kevin Mahn of Hennion & Walsh and our Bob Pisani break down the late-afternoon selling after Fed Chair Jay Powellâs speech in Chicago. Earnings reports from CSX, Kinder Morgan, SL Green, and Alcoa are on the radar, while Kristina Partsinevelos tracks the sharp pullback in Nvidia and the broader chip sector. Joyce Chang of J.P. Morgan joins to discuss the Fed, tariffs, and macro policy implications from the global market perspective. Eric Johnston of Cantor Fitzgerald shares his outlook on equity strategy, followed by Alcoa CEO William Oplinger with insights on the companyâs quarter and the tariffs impact. Paul Ciana of Bank of America offers a technical read on markets, and Laura Martin of Needham previews Netflix ahead of its earnings.
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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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Adam Crisafulli of Vital Knowledge and Jeffrey Kleintop of Charles Schwab break down the market action today as investors brace for a key week of earnings and macro headlines. Results from United Airlines, Interactive Brokers, and JB Hunt are in focus. Interactive Brokers Founder and Chairman Thomas Peterffy joins to discuss his companyâs quarter and how retail clients are positioned after the last two weeks of high volatility. Mohamed El-Erian of Allianz offers perspective on the market backdrop and policy landscape. Later, Julian Emanuel of Evercore ISI outlines stock positioning into earnings, while Charles Dallara weighs in on the evolving tariff outlook. The show wraps with Conor Cunningham of Melius Research breaking down United's performance and outlook.
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Trivariateâs Adam Parker, American Century Investmentsâ Mike Rode and JP Morgan Asset Managementâs Jordan Jackson weigh in on todayâs market action and map out where they see stocks headed from here. Plus, Ankur Crawford from Alger highlights the stocks she is betting on amid all of the tariff uncertainty. And, Cais founder Matt Brown discusses alternative investments.
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Brenda Vingiello of Sand Hill Global Advisors and Jose Rasco of HSBC break down the market action as investors weigh the impact of ongoing tariff developments. Our Megan Cassella reports on the latest from the White House on tariffs. Gil Luria of D.A. Davidson shares perspective on how tech names like Apple and Nvidia could be affected by trade tensions. Monica Guerra of Morgan Stanley Wealth Management joins to discuss how she is advising clients amid the policy uncertainty and its implications for portfolios. Craig Johnson of Piper Sandler breaks down the marketâs technical setup. Former Richmond Fed President Jeffrey Lacker talks Fed policy and recession risks. The FTCâs antitrust case against Meta kicks off today, with reporting from Eamon Javers and reaction from Bradley Tusk of Tusk Ventures.
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Is the bulk of the market damage behind us amid all of the tariff twists and turns? We discuss with Solusâ Dan Greenhaus, Robinhoodâs Stephanie Guild and Invescoâs Brian Levitt. Plus, top chip analyst Stacy Rasgon from Bernstein tells us which semi stocks could benefit the most from President Trumpâs new tariff exceptions. And, JPMorganâs Matt Boss tells us which names heâs betting on in the retail space right now.
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The major averages posted their best weeks in over a year, despite some major down days, after Wednesdayâs historic rally. Bob Elliott of Unlimited and Charlie Bobrinskoy of Ariel Investments discuss the dayâs equity action and investor positioning. Our Leslie Picker reports on developments in the banking sector. Krishna Guha of Evercore ISI joins to break down the Fed outlook, recession odds, and how tariffs and recent data are factoring into macro policy expectations. Angelo Zino of CFRA shares his view on Appleâand why he just raised his odds that the company gets a tariffs exemption. Bill Perkins of Skylar Capital weighs in on the latest moves in the energy complex. Our Diana Olick explains how Chinaâs involvement in U.S. mortgage-backed securities could ripple through housing markets.
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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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