Afleveringen
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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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Zijn er afleveringen die ontbreken?
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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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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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The Dow and S&P 500 had their best weeks since last November. Sunnova CEO John Berger talks his stockâs selloff since election dayâand why the market has it wrong. Cloudflare CEO Matthew Prince talks the latest earnings, an update on rebuilding the enterprise sales team and protecting the 2024 election. Plus, Robinhood Chief Brokerage Officer Steve Quirk on how users are trading on the platform since the election.
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With an already-strong bull market getting an extra kick from anticipated policy help and loosening Fed policy into a sturdy economy ⊠whatâs not to like? NewEdgeâs Cameron Dawson, Truistâs Keith Lerner and Pointwealth Capital weigh in on where they see the markets â and your money â headed from here. Plus, Former Fed Governor Mishkin maps out what he is expecting from next weekâs CPI print. And, RBCâs Lori Calvasina reveals her post-election playbook.
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When it comes to capital in space and defense technology, the government and VC investors have remained king. But Leonid Capital Partners is doing something different: pivoting the industry to private credit. With the firm, companiesâincluding clients like ABL Space Systems, Canopy Aerospace, Phase Four and moreâ can borrow against their government contracts. Co-Founder & President James Parker joins Morgan Brennan to discuss whatâs enticing him now and the investing landscape writ large.
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The S&P 500 and Nasdaq closed at record levels after the Fed cut by 25 basis points. Hightower's Stephanie Link and Jefferies' David Zervos break down what it means for investors. Earnings from Airbnb, Expedia, Block, Pinterest, Rivian, DraftKings, Affirm and Cloudflare. Affirm CEO Max Levchin talks about the latest results, latest trends on consumer growing and its growing number of merchant partners. Rivian CEO RJ Scaringe on why the company is seeing larger losses per car in than a year ago and what's ahead.
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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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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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The Dow, S&P 500 and Nasdaq all closed at record highs as stocks surged the day after Donald Trump's presidential victory. We break down what the next steps are going to be across the key sectors and for your money. Interactive Brokers' founder Thomas Peterffy talks about investors hoping for less regulation on Wall Street, while longtime tech investor Alan Patricof gives his take on what happens now for Big Tech and M&A. Plus, Anduril founder Palmer Luckey on the growing relationship between Silicon Valley and the Defense Department.
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Keith Rabois, early investor in Affirm, Stripe, DoorDash and others, on why he is supporting Trump in the electionâand why he changed his stance as a former Never Trumper. Chamber of Commerce CEO Suzanne Clark talks the business issues on the ballot and what is most important to the CEOs she represents. Plus, Lumen CEO Kate Johnson on her company's new deal with Google Cloud and why Big Tech is partnering with Lumen for building AI networks. Plus, investors sour on Super Micro's latest earnings.
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