Afleveringen
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After stocks closed out a strong first half and second quarter, Truistâs Keith Lerner and Citiâs Drew Petit, plus 3Fourteen Researchâs Warren Pies, weigh in with their best ideas for the second half of 2024. Jon sits down with Nokia CEO Pekka Lundmark after the company buys Infinera for around $2B, plus an interview with MoviePass CEO Stacy Spikes on buying back the company and MoviePassâs second act. Former Kansas City Fed President Thomas Hoenig on recent data, Fedspeak and the consumer.
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NewEdgeâs Cameron Dawson, Invescoâs Kristina Hooper and CIC Wealthâs Malcolm Ethridge break down their second half playbooks. Plus, top strategist King Lip tells us where he is seeing opportunity in the tech space â and the one big tech name he is trimming right now. And, solar stocks sold off in todayâs session. Pippa Stevens tells us what is behind that leg lower.
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Zijn er afleveringen die ontbreken?
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Former PIMCO Chief Economist Paul McCulley gets you set for the next big data points the Fed is watching and what it means for the market. RBCâs Lori Calvasina and BNYâs Jake Jolly on market positioning. Plus, our Sara Eisen breaks down Nikeâs numbers before Barclays analyst Adrienne Yih dives deep on the stock reaction. Plus, Hunterbrook publisher and co-founder Sam Koppelman on their new report investigating Hims & Hers and why Hunterbrook Capital shorted the stock.
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Will the same AI related stocks lead the market or will it finally broaden in a meaningful way? Trivariateâs Adam Parker, Virtus Investment Partnersâ Joe Terranova and Requisite Capitalâs Bryn Talkington break down what they are forecasting. Plus, Nike shareholder Kevin McCarthy tells us what he is expecting from that report in Overtime. And, Walgreens shares sank on the back of some weak results. We break down those numbers and how the rest of the drugstores are faring.
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The Fed released its annual stress results for the 31 largest banks in the country. Hennessy Funds Portfolio Manager Dave Ellison and RBCâs banks analyst Gerard Cassidy break down the investment implications. G Squared Private Wealthâs Victoria Greene and Ariel Investmentsâ Charlie Bobrinskoy on todayâs market action. Earnings from Micron, Levi and AeroVironment.
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Amazon hit a major milestone today. So, how did that happen and where could the stock go from here? Kate Rooney and Amazon shareholder Hightowerâs Stephanie Link break down all the details. Plus, Deepwater Asset Managementâs Doug Clinton tells us how he is navigating the tech trade â as the Nasdaq is on pace for its best month of the year. And, Seema Mody breaks down all the highlights from Nvidiaâs shareholder meeting and what to expect from Micronâs report in Overtime.
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Dynasty Equity co-led a Series A round for Tiger Woodsâ TMRW; Dynasty co-founder K. Don Cornwell on whatâs next for the venture and the boom in sports investing. Third Bridgeâs Peter McNally reacts to FedExâs strong quarter. Skylar Capitalâs Bill Perkins gives top energy plays. Epyllion CEO Matt Ball on crypto and adding ether to his ETF.
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Could a significant broadening be in the cards? Charles Schwabâs Liz Ann Sonders explains where she sees stocks headed. Plus, EMJâs Eric Jackson makes a bold call on Nvidia and reveals how he is navigating that name. And, Allianzâs Mohamed Ed-Erian breaks down what he is expecting from the Fed and this weekâs inflation print.
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Arm CEO Rene Haas talks the companyâs momentum as it rides the AI boom to a nearly 200% gain since its IPO last September. TIAA Wealth Management CIO Niladri Mukherjee talks best market opportunities. Recursion Pharmaceuticals CEO Chris Gibson on Nvidia partnership and AIâs promise for finding new drugs. Plus, American Giant CEO Bayard Winthrop on new partnership with Walmart.
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Is the second half set-up favorable for the rally to continue? Solusâ Dan Greenhaus and NB Private Wealthâs Shannon Saccocia give their predictions. Plus, Nvidia sold off again in todayâs session after snapping an 8 week win streak. Dan Chung â CEO and CIO of Alger â tells us if this is warning sign for this yearâs tech-led rally heading into the second half. And, top technician Jeff DeGraaf called the sell-off in Nvidia. He weighs in on that stockâs move and reveals the sector he thinks is ripe to break out.
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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 Nasdaq and S&P 500 notched their third straight positive weeks; Unlimited Fundsâ Bob Elliott and Cantor Fitzgeraldâs Eric Johnston break down their top trades. Olaulu Aganga, Mercer US CIO, on the playbook for the second half. Ben Reitzes, Melius analyst, on why heâs upping his Nvidia price target again, despite the stockâs decline this week. TD Cowenâs Riu Baral on Sarepta Therapeuticsâ huge move on FDAâs expanded use approval for its DMD drug. Plus, a cyberattack is forcing car dealerships back to old-fashioned pen and paper.
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S&P 500 and Nasdaq hit fresh highs before retreating into the close â Branch Global Capitalâs Greg Branch and John Hancock Investment Managementâs Emily Roland break down how to play the market at these levels while Moor Insights & Strategy Founder Patrick Moorhead talks the Nvidia trade. Nuveen Real Estate Global CIO on her second-half real estate playbook and where opportunities are. Our Phil Lebeau on Jobyâs plans to launch an Uber-style app for its coming eVTOL. Oshkosh Corporation CEO John Pfeifer on the rollout of its new e-USPS trucks and how its electrifying commercial vehicles.
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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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Venture capital is back on the rise for space technology â especially for defense and national security contractors. Apeis the latest to benefit, raising $95 million in a Series B round to ramp production of its satellite bus production. On this episode of Manifest Space, Apex CEO Ian Cinnamon sits down with Morgan Brennan to discuss the companyâs Series B capital raise, the competitive landscape, and the long-term vision for Apex.
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Evercoreâs Julian Emanuel breaks down why he is raising his year-end price target for the S&P 500 to 6,000. Nvidia closed above Microsoft in market valuation for the first time; Bespokeâs Paul Hickey and Stifelâs Barry Bannister break down where tech goes from here. Two Boeing analysts break down CEO Dave Calhounâs hearing before the Senate.
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What is the road ahead for stocks as price targets keep increasing and the bulls get more emboldened? Keith Meister of Corvex Management breaks down his outlook and how he is playing the market right now. Plus, Nvidia surpassed Microsoftâs market cap to become the most valuable U.S. company. Treasury Partnersâ Rich Saperstein tells us how he is navigating the AI arms race. And, KB Home reporting results in Overtime today. We tell you what to watch from that report â after Lennar shares sank post-earnings.
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Pioneering cloud VC Byron Deeter of Bessemer Venture Partners breaks down the recent dramatic moves in software and if he sees an upcoming wave of AI IPOs. Clocktowerâs Marko Papic on where he is finding opportunity outside the US while JPMorganâs David Kelly and US Bankâs Eric Freedman break down equities in the US as the S&P 500 closed at a record. Zelamn & Associates co-founder Ivy Zelman on the state of the housing market and this round of earnings in the sector. Plus, our Julia Boorsitn on todayâs testimony of Roger Goodell in the Sunday Ticket antirust lawsuit.
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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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After another Nasdaq record close, where do stocks go from here? Wells Fargoâs Scott Wren and 3Fourteen Researchâs Warren Pies weigh in. Our Phil Lebeau on whatâs next for Tesla. RBCâs Helima Croft on oilâs push higher. Former Walmart US CEO Bill Simon talks the consumer health after some weak retail results. Goldman Sachsâ Asad Haider on top takeaways from the bankâs annual health care conference.
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