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Kevin Gordon, Charles Schwab Senior Investment Strategist kicks off the show, tracking the S&P 500 âs first down day in the last 10 session. Morgan breaks down Palantirâs quarterly numbers, plus a bull-and-bear debate on the stock with Dan Ives, Wedbush Global Head of Technology Research, and Brent Thill, Jefferies Analyst. Michael Kantrowitz, Piper Sandler Chief Investment Strategist, joins on the macro and Fed outlook, while Arjun Murti, Partner at Veriten, weighs in on the energy sector and falling oil prices. Plus, Hollywood gets caught in the crosshairs of U.S.âChina trade tensionsâour Julia Boorstin reports on the growing tariff risks for the entertainment industry.
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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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Fehlende Folgen?
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Unlimited CEO Bob Elliott and The Kobeissi Letter Editor-In-Chief Adam Kobeissi break down the market week, focusing on how tech and macro crosscurrents are shaping sentiment. Melius Researchâs Ben Reitzes on Apple, Nvidia, and if cracks forming in the AI trade. Apolloâs Torsten Slok lays out the macro setup heading into the next jobs report and Fed decisions. Defense also gets a spotlight with Aerovironment CEO Wahid Nawabi on the impact of a major budget deal. GoDaddy CEO Aman Bhutani on the companyâs latest results and why the stock is falling. Mercerâs Olaolu Aganga offers a CIO-level view of market dynamicsâand three worries her clients are flagging.
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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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True Anomaly has just raised $260 million in a Series C funding round. The company, which develops spacecraft that can maneuver each other in orbit, will use the capital to ramp up production and support future missions. Co-founder & CEO Even Rogers joins Morgan Brennan to discuss securing and defending space.
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Earnings pour in from Amazon, Apple, Roku, Airbnb, Reddit, Block, and more. The market panel features Adam Crisafulli and Stephanie Link breaking down the numbers as they come in.
Maximâs Tom Forte on Amazon's results, and our Steve Kovach walks through Apple numbers. The panelâCrisafulli, Link, and Patrick Moorheadâreacts live to the headline print and exec commentary. Khozema Shipchandler, Twilio CEO, joins Jon to discuss their quarter.
Angelo Zino looks ahead to what's next for Apple.
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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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A jam-packed afternoon with Meta, Microsoft, Qualcomm, and Robinhood headlining a massive tech earnings slate. Barbara Doran of BD8 Capital helps break down the results. Wedbushâs Dan Ives gives instant reaction to Microsoft and Meta, followed later by T. Roweâs Tony Wang for broader tech insight and the policy implications of Trumpâs first 100 days. Mizuhoâs Dan Dolev gives his take on Robinhood, while DA Davidsonâs Gil Luria looks ahead to Apple reporting tomorrow.
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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. -
A loaded earnings day meets fresh tariff commentary and broader macro uncertainty. Paul Hickey of Bespoke helps break down the market action. Key earnings include Visa, Starbucks, Booking Holdings, Caesars, Seagate, First Solar, and Snap.
Stephen Miran, Chairman of the Council of Economic Advisers, weighs in on the evolving trade backdrop and the latest deal talks. Guggenheimâs Gregory Francfort breaks down Starbucks, and Stifelâs Mark Kelley offers insight into Snap's results and ad spend trends.
Charles Schwabâs Liz Ann Sonders joins to lay out the macro setup and the setup during the busiest week of earnings. Plus, Super Micro slides on weak preliminary results.
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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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As the market navigates a fragile stretch, Scott Wren of Wells Fargo and Dana DâAuria of Envestnet join the panel to break down investor sentiment and strategy amid earnings season.
Key earnings movers include Cadence Design, F5 Networks, NXP Semi, and Nucor--and we hear from F5 CEO François Locoh-Donou on the company's tailwinds right now. Bernstein's Stacy Rasgon offers analysis on NXP results, while Gargi Chaudhuri of BlackRock breaks down her fresh spring outlook on handling market volatility.
Later, Eunice Yoon reports from China, highlighting BYD's rapid growth, followed by emerging markets insight from investing legend Mark Mobius.
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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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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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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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