Episodi
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Barbara Doran of BD8 Capital Partners and Crossmark Global Investmentsâ Bob Doll give their playbook for the market as earnings ramp up. Earnings from CSX and Texas Instruments. Susquehanna's Christopher Rolland joins to dissect TXN earnings and the chip sector, while Sheila Kahyaoglu from Jefferies on Boeing Q4 preannouncement.
Jon Fortt sits down exclusively with Twilio CEO Khozema Shipchandler on the company's new growth targets. Keith Rabois of Khosla Ventures on the Trump economy, Musk vs. Altman, and the future of Stargate.
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Can stocks hit a new closing high and surge even higher from her? Solusâ Dan Greenhaus and New York Life Investmentsâ Lauren Goodwin weigh in. Plus, Goldman Sachsâ Meena Flynn â one of Barronâs 100 Most Influential Women in Finance â maps out her forecast for the market under a second Trump White House. And, top strategist Chris Verrone is flagging signs of life in one of 2024âs beaten down sectors.
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Episodi mancanti?
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Redwire is expanding into the defense market with its acquisition of aerial drone maker Edge Autonomy. Redwire previously won a Pentagon contract to build what is essentially an orbital drone...and that inspired a strategy to create a one-stop shop for "platform coverage" from the surface of the earth to the surface of the moon and beyond. Redwire CEO Peter Cannito joins Morgan Brennan to discuss the big bet on drones and what he expects from this next âGolden Ageâ of space.
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Jon Fortt and Morgan Brennan guide you through an action-packed hour focused on market insights and earnings reports. Vital Knowledge's Adam Crisafulli and Truist Wealth's Keith Lerner set the stage with a comprehensive market panel.
Calamos Investments CEO John Koudounis on launching the first protected Bitcoin ETF. Alcoa CEO William Oplinger shares insights into the companyâs latest earnings, and our Eunice Yoon has a special look at how Chinese sellers are getting ready for tariff uncertainty. Redwire stock is up 50% this week after announcing an acqusition; CEO Peter Cannito breaks down why investors are excited.
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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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Itâs a jam-packed hour as earnings kick off in full force. Paul Hickey from Bespoke Investment Group and Mark Mahaney of Evercore ISI kick things off with a deep dive into the earnings landscape, including Netflix, United Airlines, and Capital One.
IBKR Chairman Thomas Peterffy on his companyâs latest quarter and margin activity, while former NBC Entertainment Co-Chairman Ben Silverman unpacks Netflixâs earnings results and the companyâs long-term strategy. Steve Bornstein, former CEO of ESPN, shares his perspective on Netflix's sports ambitions, and high-profile CEOs arrive at the White House for an AI announcement.
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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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Jose Rasco of HSBC and Jim Paulsen of Paulsen Perspectives break down market dynamics. Jared Holz of Mizuho delves into the intersection of GLP-1 drugs and Medicare, while Mike Santoli provides actionable takeaways with his dashboards.
David Joyce from Seaport Research Partners analyzes Netflixâs latest moves, and Pramol Dhawan of PIMCO shares his expertise on emerging markets and Indiaâs growth story. Luis Von Ahn, CEO of Duolingo, on the uptick in users learning Mandarin as TikTok ban looms, and Stifelâs Brian Gardner wraps up the hour with a look at Trump trade policies.
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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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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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Hermeus is developing hypersonic aircraft â five times the speed of sound and across the Atlantic Ocean in roughly 90 minutes. The startup officially inaugurated its new facility in Florida with a series of successful engine tests, wrapping 2024 by ground testing its first aircraft. Now, the startup is nearing the Quarterhorse engineâs first flight. Co-founder & CEO AJ Piplica alongside Chief Revenue Officer Zach Shore join Morgan Brennan from the Reagan National Defense Forum to discuss the promise of hypersonic flight and the path to making it mainstream
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We kick off the hour talking markets with Victoria Greene of G Squared Private Wealth and Ohsung Kwon of BofA Securities, analyzing todayâs key trends. Our Leslie Picker provides critical takeaways on banks, setting the stage for tomorrowâs earnings. Former Cleveland Fed President Loretta Mester shares her take on CPI data, the Beige Book, and Fed policy, while Evercore ISI's Krishna Guha offers a deep dive into market strategies. Simon Freakley of AlixPartners discusses CEO priorities and challenges in 2025, including their biggest worries. Our Diana Olick reports on how LA wildfires are driving demand in the REIT sector, with insights into upgrades and trends for key players like Essex and Avalon Bay.
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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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Morgan Brennan and Jon Fortt lead the hour with insights from Bespokeâs Paul Hickey and U.S. Bankâs Eric Freedman on the markets, plus Steve Liesman breaks down the latest PPI and CPI data. Bernstein's Courtney Breen provides an update on Eli Lillyâs performance after a guidance cut sunk the stock. Marko Papic from BCA Research discusses tariffs and the TikTok debate, while Stephen Yalof, Tanger CEO, explores the evolving retail and mall landscape. David George from Baird dives into bank earnings and JPMorgan developments, and Contessa Brewer reports on the latest fire risks. Plus, key takeaways from ICR with On Holding co-CEOs and Planet Fitness CEO Colleen Keating in her first interview in the role, and an update on Firefly in "Manifest Space."
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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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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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