Episódios
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Unlimited CEO Bob Elliott and Kestra Investment Management CIO Kara Murphy on the markets’ wild week, plus EMJ Capital Founder Eric Jackson and T. Rowe Price Portfolio Manager Tony Wang break down tech positioning. Samsara CEO Sanjit Biswas on earnings. Coinbase CEO Brian Armstrong from the White House after attending the crypto summit. Raymond James Washington Policy Analyst Ed Mills on the shutdown deadline, tariffs, and policy.
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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.
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Firefly Aerospace has made history with its commercial lunar lander Blue Ghost making a soft landing over the weekend—the second private operation to ever do so, and the first to do it without complications. The mission involved five payloads collected valuable data. CEO Jason Kim joins Morgan Brennan to discuss Blue Ghost’s successful soft landing, the company’s upcoming plans to launch its Alpha rocket and potentially launching lunar missions to Mars.
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We break down what’s at stake for your money with our all-star panel including Sofi’s Liz Young Thomas, NewEdge’s Cameron Dawson and our own Kristina Partsinevelos, Seema Mody and Steve Liesman. Plus, Apollo Global Management’s Brian Fuertado reveals where he is seeking safety amid the market uncertainty. And, we drill down on some big moves in the energy space.
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Former Ford CEO Mark Fields weighs in what the one-month delay in auto tariffs means for the stocks. Former Boston Fed President Eric Rosengren breaks down the Beige Book, jobs, and Fed policy after the latest economic data. Vital Knowledge's Adam Crisafulli and Wilmington Trust's Meghan Shue analyze the market landscape, and we cover key earnings from Marvell, MongoDB, Victoria’s Secret, and Zscaler. Plus, Christopher Rolland of Susquehanna on Marvell's earnings.
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Where are stocks likely to go from here? We discuss with Trivariate’s Adam Parker and Fundstrat’s Tom Lee. Plus, Sycamore Tree’s Mark Okada tells us how he is navigating all the market volatility and economic uncertainty. And, Richard Saperstein from Treasury Partners makes the case for two sectors that have been beaten down this week.
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Jon and Morgan lead a packed hour, covering today's roller-coaster ride in the market from every angle. We talk tariff concerns with BCA Research’s Marko Papic and former Walmart US CEO Bill Simon analyzinf the geopolitical and retail implications. Bespoke’s Paul Hickey and JPMorgan’s Phil Camporeale assess broader market moves. Earnings coverage includes Ross Stores, Nordstrom, CrowdStrike, and Flutter, plus Cantor Fitzgerald’s Eric Johnston on the macro picture and Joel Fishbein on cybersecurity giant CrowdStrike.
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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.
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Jon and Morgan lead a packed hour, covering today's major selling from every angle. A market panel with Wells Fargo's Sameer Samana and iCapital's Anastasia Amoroso to break down the day’s action. Goldman Sachs' Greg Tuorto weighs in on small caps, while former Tesla President Jon McNeill discusses Tesla, tariffs, and EV policy. Later, Wedbush's Dan Ives hits the sharp turn lower in Nvidia and what to do with Apple. Morgan hits a bright spot in the market: European defense stocks.
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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.
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We have you covered from all the angles on the tense moments between President Trump and Ukraine’s Zelenskyy with former CFR President Richard Haass, Evercore’s Krishna Guha, plus the latest from the global reaction with our Eamon Javier’s at the White House. 3Fourteen Research Co-Founder Warren Pies breaks down the market reaction—including why stocks surged into the close. Chicago Fed President Austan Goolsbee talks inflation and productivity. Later, Jon covers a big winner in the cloud this week and Morgan has the latest Manifest Space.
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Lane Bess is a long-time tech entrepreneur and investor – and an astronaut, having flown with Blue Origin twice. The former Palo Alto Networks CEO recently flew on the company’s 10th human spaceflight for a suborbital flight. He sat down with CNBC’s Morgan Brennan to discuss the mission, space tourism, and the future of AI in the space business.
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Barbara Doran of BD8 Capital and Schwab’s Kevin Gordon join to break down the late-day slide in tech stocks, along with earnings from Autodesk, Duolingo, NetApp, Dell, HP, and Archer Aviation. Market insight from Neuberger Berman’s Joseph Amato, and Synopsys CEO Sassine Ghazi talks AI demand. Later, hear from Snowflake & C3.ai CEOs, and Julia Boorstin sits down with Paris Hilton.
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The mega caps in retreat lately and the momentum that sent stocks to new record highs just over a week ago is fading. Alger’s Ankur Crawford and Virtus’ Joe Terranova break down their current strategies. Plus, Sara Naison-Tarajano from Goldman Sachs tells us how she is navigating tariff uncertainty. And, Saira Malik from Nuveen reveals where she is finding opportunities outside of tech.
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In this CNBC Special Report, Nvidia CEO Jensen Huang joins Jon Fortt for his first interview after the company’s quarterly earnings --- to discuss the numbers, the outlook, chip demand, and the AI landscape. Plus – investor and analyst reaction to Jensen Huang’s comments and the impact on shareholders of one of the country’s most important companies.
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A packed market panel as Bespoke’s Paul Hickey, Hightower’s Stephanie Link, and Moor Insights’ Patrick Moorhead join to break down earnings from Salesforce, eBay, Paramount, Snowflake, Synopsys, and AI player C3.ai. The panel sticks around for the big one: Nvidia. We have you covered from every angle. We also hear from Jefferies’ Brent Thill on Salesforce & Snowflake, CFRA’s Angelo Zino on Nvidia, and Bessemer’s Byron Deeter on AI’s broader impact.
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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.
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Vital Knowledge’s Adam Crisafulli breaks down the market action. We dive into key earnings from Caesars, Intuit, Workday, and First Solar. Plus, Cleveland-Cliffs CEO Lourenco Goncalves on tariffs and the Nippon/US Steel deal while Intuit COE Sasan Goodarzi talks tax season and AI. Melius Research’s Ben Reitzes on what to expect from Nvidia as DeepSeek's progress rattles AI investors. Wedbush’s Nick Setyan joins to analyze Cava’s results.
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As stocks and yields fall, concerns about the health of this market are rising. Black Rock’s Rick Rieder gives his exclusive take on where he thinks stocks could be headed from here. Plus, the so-called “Dean of Valuation” Aswath Damodaran from NYU sets us up for Nvidia’s big report out in Overtime tomorrow. And, Goldman Sachs’ Tony Pasquariello tells us how he is navigating the momentum names right now.
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