Episoder
-
Stocks dipped lower as Iran launched a missile attack on Israel, but by the end of the session had clawed back most of their losses. Bespoke’s Paul Hickey and Jefferies’ David Zervos break down how to be defensive during this volatility, plus former Deputy Assistant Defense Secretary Roger Zakheim on what next steps might happen in the Middle East. Nike reported its final earnings quarter before new CEO Elliott Hill takes the helm; Oppenheimer analyst Brian Nagel reacts to the numbers and talks why he likes the stock, despite it being in the doldrums this year.
-
Today marks a new quarter for stocks with the economy, earnings , election and geopolitics all on investors minds. Morgan Stanley’s Chris Toomey – one of the country’s top investment advisors – reveals how he is navigating the market right now. Plus, star chip analyst Stacy Rasgon weighs in on the sell-off in the semi space. And, we break down what to watch when Nike reports in Overtime.
-
Manglende episoder?
-
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.
-
How long can this bull run for stocks last? Solus Alternative Asset Management and BMO’s Brian Belski debate their outlooks. Plus, top technician Ryan Detrick tells us why he is banking on a rally into year-end. And, Carnival shares sank despite strong earnings. Seema Mody explains why – and what it could signal about the rest of the travel space.
-
OpenAI is telling investors its funding round should close by next week despite recent executive departures, our Kate Rooney reports. Madrona Managing Director Matt McIlwain gives his take on the high-flying startup as well as why he says private equity is becoming increasingly active in tech deals. Former Cleveland President Loretta Mester gives her take on the Fed’s next steps, the consumer and more. Plus, our Robert Frank reports on the sudden uptick in global luxury stocks.
-
What is the state of the soft-landing debate? And how are stocks set up heading toward the fourth quarter? Our all-star panel of JP Morgan’s David Kelly, 3Fourteen’s Warren Pies and Neuberger Berman’s Shannon Saccocia give their outlooks. Plus, AB Bernstein’s Aneesha Sherman weighs in on the state of the consumer and what to watch from Nike earnings next week. And, BofA’s Savita Subramanian says the uptrend in value stocks could continue. She makes her case.
-
The U.S. Commerce Department has unveiled a proposed a ban on Chinese software and hardware in connected vehicles on American roads—but it could expand to drones and other technology. Skydio co-founder & CEO Adam Bry joins Morgan Brennan on the heels of his company’s customer day. The largest maker of drones in the U.S., Bry and Brennan discuss the future of the technology, implications for public safety, & potential for package delivery by drones.
-
Investors cheered Southwest’s new three-year plan, unveiled by CEO Bob Jordan at today’s investor day. Jordan joins to discuss the steps the airline is taking to improve profitability while fending off activist investor Elliott Management. China stocks have been sharply higher this week after the government introduced measures meant to boost businesses. But Rockefeller International Chairman Ruchir Sharma isn’t so sure it will last. He shares why. Plus, Telsey analyst Joe Feldman reacts to Costco earnings.
-
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.
-
World leaders and policymakers are meeting for both the UN General Assembly and Climate Week this week: a primetime for Planet Labs’s latest product launch and satellite success. The company, which operates the largest earth observation constellation in low-Earth orbit, has unveiled the world’s first-ever forest carbon monitoring system at 3 meter resolution. Additionally, the publicly traded company revealed images from it new hyperspectral satellite, Tanager-1. CEO Will Marshall joins Morgan Brennan to discuss AI in the space race, and why he believes his company is positioning itself for a “multi-trillion dollar transition to a sustainable economy.”
-
Meta unveiled its long-awaited AR headset at its Meta Connect developers conference. Chief Product Officer Chris Cox joins for a rare interview to talk the company’s AI strategy, spending and election efforts. Micron jumped on strong guidance after earnings; CFRA analyst Angelo Zino on what to do with the stock. Our Pippa Stevens reports on the surge in nuclear energy demand thanks to AI while Cameco CEO Tim Gitzel discusses his company’s plans to meet that demand.
-
How much more can stocks rise? Fundstrat’s Tom Lee gives his expert market forecast. Plus, Meta held its annual “Connect” event today and announced a number of new hardware products and AI tools. Shareholder Gene Munster of Deepwater Asset Management tells us what he thinks this could mean for the stock. And, some big changes at OpenAI – Kate Rooney runs us through the details.
-
Oscar-winning director James Cameron is joining the board of Stability AI and he joins to discuss what AI means for the future of moviemaking. Morgan sits down for an exclusive interview with Commerce Secretary Gina Raimondo to discuss new proposals to ban some Chinese and Russian components from connected cars starting in 2027, plus the future of Intel. Earnings and analysis on KB Home, plus key investor takeaways from today's weight-loss drug pricing hearing on Capitol Hill.
-
Where can investors find the best opportunities in this bull market? Trivariate’s Adam Parker, New York Life Investments’ Lauren Goodwin and Invesco’s Kristina Hooper break down where they are seeing strength right now. Plus, top technician Chris Verrone tells us which parts of the market he thinks are about to break out. And, Novo Nordisk shareholder Michelle Ross of Stempoint Capital gives her first reaction to the Novo Nordisk CEO testifying on Capitol Hill over weight loss drug pricing.
-
The Dow and S&P 500 closed at record highs – and our Mike Santoli gives a few market measures on why investor risk appetite is nowhere near stretched. Needham’s Laura Martin and LightShed’s Walter Piecyk on what their channel checks reveal from the iPhone 16’s first weekend of sales. DA Davidson’s Gil Luria issued a rare downgrade for Microsoft stock – he says rivals are catching up on AI. Plus, PIMCO chief emerging markets portfolio manager Pramol Dhawan on global hotspots to check out for your portfolio.
-
Did the Fed just give the green light for more gains ahead? Blackrock’s Rick Rieder gives his take on the state of the market. Plus, venture capitalist Rashaun Williams tells us which growth names he is banking on right now. And, Leslie Picker caught up with Bank of America’s Brian Moynihan. We run through all the highlights – including what he had to say about the consumer.
-
The Dow closing at a record high again following Wednesday's interest rate cut by the Fed. Dow component Intel rallying into the close after sources say rival Qualcomm approached the chipmaker about a possible merger. Moor Insights & Strategy CEO Patrick Moorhead says a deal makes a lot of sense for both companies and could get approval by regulators. Apple's iPhone 16 officially going on sale today amid concerns about demand. Tony Fadell, the co-creator of the iPhone and iPod, discusses what's at stake for Apple and weighs in on the importance of AI. Constellation Energy announcing it is reopening the Three Mile Island nuclear plant and selling that power to Microsoft for its AI data center needs. And Veriten's Michael Bradley discusses where the opportunities are for investors in nuclear power.
-
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.
-
The Fed's 50 basis point cut sparking a major rally on Wall Street and sending the Dow & S&P 500 to record closes. Tech the big winner driven higher by semiconductor stocks. Guggenheim Securities' Sr. Managing Director Eric Mandl thinks there's a wave of M&A coming in tech and explains which industries could be most ripe for mergers. Nike announcing CEO John Donahoe is stepping down and will be replaced by long-time Nike vetaran Elliott Hill who is returning to the company. FedEx missing earnings estimates and shares under pressure after the bell. Barclays transportation analyst Brandon Oglenski explains why the stock is getting hit so hard. And Hubspot CEO Yamini Rangan discusses her company's new AI tools for small and medium businesses — and what her customers are saying about the state of their spending right now.
-
Polaris Dawn has done the impossible: making history with private citizens conducting a spacewalk. The extravehicular activity was done to test SpaceX’s new suits. Fresh off of splashdown, mission commander & Shift4 CEO Jared Isaacman joins Morgan Brennan to discuss the view from his walk, how this space mission compared to Inspiration4— his previous venture—and the path ahead for the Polaris Program.
- Vis mere