Closing Bell

Record closes for the S&P 500 and Nasdaq as stocks come roaring back from the Iran war lows. Tim Hayes of Ned Davis Research assesses the broader market setup and where risk and reward stand from here. Kristina Partsinevelos and Mackenzie Sigalos break down the latest on Broadcom and Meta and focus on the AI trade from both the platform and chipmaker angles. Netflix takes center stage ahead of earnings. Our Julia Boorstin previews what to watch while Laura Martin of Needham lays out expectations and key drivers heading into the report. Nancy Davis of Quadratic Capital explains what current volatility signals about risk appetite and positioning. Nicholas Campanella of Barclays explores how AI demand is driving utilities and power infrastructure as data center needs surge. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets climb back to pre-war levels as tech regains leadership and investors lean back into risk. Tony Wang of T. Rowe Price highlights the return of the tech trade as semis and software push higher. Brent Schutte, CIO at Northwestern Mutual Wealth Management, explains what’s driving the broader rebound and whether it can continue. Our Steve Liesman dives into the latest on Kevin Warsh’s finances and reacts to new comments from Treasury Secretary Scott Bessent on rates and policy. Alastair Pinder, Head of EM and Global Equity Strategy at HSBC, assesses whether global markets can catch up to the U.S. rally. Guy Adami of “Fast Money” weighs in on whether now is the time to bet on banks as the sector tries to find footing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is the best way to be positioned right now? We discuss with one of the country’s top financial advisors – Richard Saperstein of Treasury Partners. Plus, Treasury Secretary Scott Bessent made some comments about the Fed’s next move. We get instant reaction from Former Federal Reserve Vice Chair Richard Clarida. And, Goldman Sachs’ Alexandra Wilson-Elizondo tells us if she thinks we’re on the cusp of an everything rally. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Seema Mody breaks down strength in Oracle and the broader software space. Julian Emanuel of Evercore ISI joins explains what the latest developments mean for markets and how investors should be thinking about positioning. Helima Croft of RBC Capital Markets explains whether the U.S. is more insulated than other regions and what the next move in crude could be. In financials Jason Goldberg of Barclays analyzes Goldman’s earnings and what it could signal for the broader banking sector. Benchmark’s Cody Acree weighs whether Intel’s recent run marks a real turnaround even amid ongoing geopolitical noise. Mizuho’s Jared Holz breaks down trends in pharma dealmaking. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Professor Jeremy Siegel from the Wharton School tells us where he thinks stocks are headed. Plus, star retail analyst Matt Boss maps out his playbook for the space. And, Alger’s Ankur Crawford tells us if she thinks tech’s recent comeback is durable. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Victoria Greene of G Squared Private Wealth and Meghan Shue of Wilmington Trust debate whether the bottom is in. Cyber threats move into focus: Eamon Javers reports on risks facing major banks while former White House CIO Theresa Payton explains how AI is changing the cybersecurity landscape. In tech Pat Walravens of JMP examines the ongoing software slump. Private credit concerns also surface. Mark Malek of Siebert Financial explains why the real risk may be psychological as redemption headlines could trigger further outflows even without immediate solvency issues. Ivy Zelman, executive vice president of research and securities at Zelman, breaks down key real estate trends and what they signal for housing and commercial property. Plus, a look ahead to bank earnings and cybersecurity risks with Gerard Cassidy of RBC and the next catalysts set to drive markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets try to refocus on fundamentals despite continued geopolitical uncertainty. Stephen Parker of JPMorgan Private Bank joins explains why markets could shift back to earnings and fundamentals if a ceasefire holds and oil prices stabilize. Gregory Daco, Chief Economist at EY-Parthenon, assesses the outlook for growth and what it means for the Federal Reserve. Stifel’s Brian Gardner on the latest updates from Washington and the evolving ceasefire narrative. In tech Kate Rooney breaks down Amazon CEO Andy Jassy’s latest letter and what it signals about AI spending and investment trends. Andrea Auerbach examines a wave of new IPOs and what it means for market liquidity and investor appetite. John Kolovos of Macro Risk Advisors walks through key technical levels shaping the market’s next move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Stanley’s Mike Wilson maps out his forecast for stocks and his post-war market playbook. Plus, top analyst Mike Mayo tells us what he’s expecting from the banks this earnings season. And, there are also more places to watch The Masters than ever. CNBC’s Alex Sherman explains all the details. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cantor Fitzgerald’s Eric Johnston and Capital Area Planning Group’s Malcolm Ethridge debate a key question: how real is this rally and can it hold. Jonathan Krinsky of BTIG walks through the technical picture and what the charts say about the rally. Our Kristina Partsinevelos examines rising competition out of China and whether it poses a real threat to Nvidia and the broader semiconductor trade. Sarah Bianchi of Evercore on historical parallels to the Iran ceasefire and lessons for investors. Eric Rosengren, former Boston Fed President, breaks down how the Fed should respond as the economy, inflation and geopolitical risks collide. Plus, a check on private credit downgrades and bank earnings with our Leslie Picker. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“What a relief” are the words of the day for the markets following news of the two-week cease fire. So what does it all mean for the investing road ahead? We discuss with Fundstrat’s Tom Lee and Goldman Sachs’ Meena Flynn. Plus, private credit stocks sat out today’s mega-rally. Sycamore Tree Capital’s Mark Okada gives us his take. And, top technician Jeff DeGraaf tells us if he thinks the bottom is in for the market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks push higher in the final hour with the S&P 500 and Nasdaq ending the day higher on renewed ceasefire hopes. Adam Crisafulli of Vital Knowledge and Paul Christopher of Wells Fargo break down the outlook and explain why risks for the S&P 500 may still skew to the upside even as recent events create a ceiling. Robert Drbul of BTIG analyzes Levi’s results and what they signal about spending trends and demand. Commodities remain a key driver; Francisco Blanch of Bank of America discusses moves in oil and broader commodity markets and what they mean for inflation and global growth. In tech Dan Niles of Niles Investment Management tackles a key question: can semiconductors remain a safe haven as geopolitical tensions ripple across markets and is there enough spending to support the trade? Plus, Tom Fitzgerald of Cowen looks ahead to Delta earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Bush 43 White House foreign advisor Dan Senor analyzes developments around Iran and a potential ceasefire. Barb Doran of BD8 Capital joins to assess market reaction and what it means for positioning. Michael Gapen of Morgan Stanley discusses how automation could reshape jobs and economic growth. Joe Amato of Neuberger Berman explains how to think about buying the dip and what signals matter most in volatile markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Richard Haass, former President of the Council on Foreign Relations, explains how the geopolitical landscape is shifting and what it means for markets and global stability. Max Kettner, Chief Multi-Asset Strategist at HSBC, breaks down the market impact and how investors should be positioned amid volatility. Paul Sankey of Sankey Research dives into the oil market gyrations. Former CEA member Jared Bernstein discusses where the economy stands and what comes next for growth, policy and the labor market. Richard Bernstein of Janus Henderson outlines what could drive markets in the week ahead as investors prepare for key jobs data. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bob Diamond, CEO of Atlas Merchant Capital and former Barclays CEO, joins to assess market conditions, policy risk and where investors should be focusing now. The show also explores growing buzz around a potential SpaceX IPO and what a deal of that size could mean for markets and investor demand. Nike remains under pressure. Williams Trading analyst Sam Poser explains why he is sticking with a Buy rating even after lowering his price target and why the turnaround may take longer than expected. On the 50th anniversary of Apple’s founding, we look at the next stage of the company’s evolution. Sebastien Page, CIO of T. Rowe Price, outlines the broader investment landscape and how portfolios should be positioned. Christopher Verrone of Strategas walks through the technical setup and key levels investors should watch. Our Angelica Peebles reports on the FDA approval of Eli Lilly’s daily GLP-1 pill and what it could mean for the weight loss drug market and healthcare stocks. The episode closes with a look ahead at the next catalysts for markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks jumped and oil fell on a report that the President of Iran reiterated openness to ending the war. We drill down on today’s massive move with Solus’ Dan Greenhaus, Requisite Capital’s Bryn Talkington and Capital Area’s Malcolm Ethridge. Plus, Apple got a big boost in today’s session. Star analyst Erik Woodring from Morgan Stanley breaks down that action – and his outlook for the smartphone landscape. And, Nike reports in Overtime. We run through all the key themes and metrics to watch from those numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charles Kantor of Neuberger Berman asses the market backdrop and where investors should focus next. Former Defense Secretary Mark Esper discusses implications from the turmoil Middle East as the conflict stretches into another week. Global consumers also come into focus as our Eunice Yoon reports on rising prices facing Chinese shoppers due to elevated energy costs. Stephanie Link of Hightower weighs in on three stocks that are oversold in the last month.  Nike takes center stage ahead of earnings: Barclays’ Adrienne Yih explains her recent upgrade and what she expects from the report Tuesday after the bell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is the best way to proceed in this unsettled and uncertain market? We discuss with Blackrock’s Rick Rieder. Plus, private credit just moved one step closer to landing in your 401K. Leslie Picker breaks down all the big money details. And, Fundstrat’s Tom Lee maps out his playbook for the second quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What should investors do at a time like this? We discuss with Solus’ Dan Greenhaus and JP Morgan Private Bank’s Abby Yoder. Plus, Former Dallas Fed President Richard Fisher tells us if he thinks a rate hike could be in the cards this year. And, Mike Santoli along with Truist’s Keith Lerner help us break down the final moments of an ugly trading day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 busine Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kristina Partsinevelos tracks the day’s biggest movers while Pippa Stevens examines new risks in the oil market including potential issues in California. Rick Santelli breaks down the rate picture and what higher yields mean for equities and the broader economy. Kate Moore, Chief Investment Officer at Citi Wealth, lays out the market backdrop and where investors should focus as uncertainty builds. In tech Gene Munster, Co-Founder of Deepwater Asset Management, breaks down the Mag 7 and highlights what to own and what to avoid as AI expectations evolve. Netflix draws attention as a top pick at Baird and expands into live sports with new baseball coverage, while luxury stocks come under pressure amid Middle East concerns. The episode also covers weakness in Pop Mart shares. Jonathan Krinsky of BTIG weighs whether investors should fade any near term rally looking at the technicals. Brian Harbour of Morgan Stanley examines how GLP-1 drugs are reshaping consumer behavior including impacts on food spending and gym activity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Michael Kantrowitz of Piper Sandler and Marta Norton of Empower assess the broader market setup and how investors should position as volatility picks up. In tech Microsoft faces growing scrutiny after underperforming its megacap peers. Tal Liani of Bank of America explains why he is turning more constructive despite recent concerns around AI execution. Alan Ratner of Zelman breaks down the state of housing after earnings from KB Home. Dan Rasmussen of Verdad Advisers examines ongoing stress in credit markets and where risks may still be building. Our Mackenzie Sigalos previews the start of a closely watched trial between Anthropic and the U.S. government and what it could mean for AI and regulation. The show also explores fresh developments in OpenAI and private markets before closing with final thoughts on what to watch next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Barry Knapp of Ironsides Macroeconomics argues the Fed may be making a policy mistake by treating an energy shock as inflationary rather than demand destructive. Helen Amos of BMO Capital Markets examines why commodities are breaking down and whether a rebound is ahead. From CERAWeek our Brian Sullivan interviews Venture Global CEO Michael Sabel on the future of LNG and global energy supply.Scott Chronert of Citi assesses the broader market outlook and what investors should watch next. Zscaler CEO Jay Chaudhry discusses cybersecurity, geopolitical risk and the recent software selloff from the RSA Conference. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks jumped after President Trump said talks have happened with Iran. We break down all of those details and latest developments out of Washington. Fundstrat’s Tom Lee and CIBC Capital Markets’ Chris Harvey tell us how they are navigating these geopolitical uncertainties. Plus, Ashley MacNeill from Vista Equity Partners tells us if she thinks software has been oversold. And, our Closing Bell Headliner – Jeffery Gundlach from DoubleLine Capital. He gives his first take on the Fed decision, the recent market volatility and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sam Stovall of CFRA and Jim Paulsen of Paulsen Perspectives assess the market outlook and debate whether recent weakness creates opportunity or reinforces the case for caution. Warren Pies of 3Fourteen Research walks through oil charts and what they signal for the next move in energy—and broader markets. Kei Okamura of Neuberger Berman outlines the outlook for Japan and where investors may find opportunity internationally. John Kolovos of Macro Risk Advisors examines the technical picture and explains why charts continue to support a cautious stance. Howard Silverblatt, formerly of S&P Dow Jones Indices breaks down changes in index dynamics and what developments involving SpaceX and OpenAI could mean for market structure. The episode also explores a new wave of ETFs designed to mimic strategies used by well known traders with Adam Patti, CEO of VistaShares. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks started dropping following a CBS report that the Trump Administration is making heavy preparations for potential use of ground troops in Iran. We bring you the details – and what it means for the energy market. Plus, our all-star panel of Partners Group Anastasia Amoroso, BNY’s Alicia Levine and NewEdge Wealth’s Cameron Dawson tell us how they’re navigating this uncertain market. Plus, the Nasdaq briefly fell into correction territory. We run through the names weighing on that index the most. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Solus’ Dan Greenhaus and Morgan Stanley’s Sherry Paul tell us what they think the road ahead for markets could be … and react to today’s late-day bounce following some headlines from Isreal’s Netanyahu. Plus, Alger’s Ankur Crawford tells us where she’s finding opportunities in the tech space right now. And, we track the meltdown in metals – as gold hits its lowest level since 1983. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks sell off following Jay Powell’s presser. Former Federal Reserve Vice Chairman Alan Blinder explains what the Fed’s latest messaging signals for policy and the path ahead. Micron earnings with instant reaction from CFRA’s Angelo Zino. Venu Krishna, Head of U.S. Equity Strategy at Barclays, talks the broader market outlook following the Fed’s rates decision and the ongoing war with Iran. Craig Siegenthaler of Bank of America makes the case for private credit as a buying opportunity and explains where he sees value in the current environment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages fell during the final hour of trade – following the Fed decision and Chair Powell’s news conference. The Wharton School’s Jeremy Siegel, CMBC Americas’ Joe Lavorgna and Robinhood’s Stephanie Guild tell us what they think is next for the fed – and the market. Plus, we dig into how rates are impacting refinance demand. And, we run through what to watch from Micron’s report in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paul Hickey of Bespoke joins on set to assess market momentum and where investors should be positioned. Lululemon headlines earnings with immediate reaction from Janine Stichter of BTIG. Beeneet Kothari of Tekne Capital argues that the next generation of tech winners may emerge outside the U.S. and explains where he is finding opportunity globally. Tim Hayes of Ned Davis Research makes the case for dialing back equity exposure and increasing allocations to bonds and cash as risks build. Finally Phil LeBeau reports on renewed optimism in the airline sector and what it signals about travel demand. The episode closes with a look ahead at the next catalysts investors are watching. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’re less than 24 hours away from the next Fed decision. So how should you be positioned heading into tomorrow? We discuss with Lori Kalvasina from RBC Capital Markets, iCapital’s Sonali Basak and Schwab’s Kevin Gordon. Plus, the second day of Nvidia’s GTC conference is underway. CEO Jensen Huang making headlines at a press Q&A – we bring you all the highlights. And, Capital Wealth Planning’s Kevin Simpson reveals his latest trades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Skelly of Morgan Stanley Wealth Management joins on set to assess the market setup and what investors should watch next. In tech Nvidia takes center stage as CEO Jensen Huang delivers a major keynote. Patrick Moorhead of Moor Insights and Dylan Patel of SemiAnalysis analyze the announcements and discuss what they mean for AI infrastructure, memory demand and the semiconductor ecosystem. Mark Mahaney of Evercore explains why there investors are looking for signals for spending discipline across big tech. Finally Steve Liesman breaks down a key question in Washington: whether the Federal Reserve Board could vote Jerome Powell back into the chair role if Kevin Warsh is not confirmed in time. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Invesco’s Brian Levitt and Bartlett’s Holly Mazzocca tell us how they’re navigating the uncertainty surrounding Iran and oil. Plus, Nvidia’s GTC is officially underway – with CEO Jensen Huang – giving his keynote address. We break down all the highlights – and how it impacted the stock. And, Former Dallas Fed President Richard Fisher tells us what he is expecting from the Fed decision – and what’s at stake for Chair Powell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets grapple with fresh pressure from Washington and rising geopolitical risk. We discuss the latest around the Powell lawsuit with former Dallas Fed President Richard Fisher. After stocks hit new yearly lows investors debate whether a bottom may be forming: Steve Sosnick of Interactive Brokers and Sonali Basak of iCapital assess market sentiment, positioning and the path forward. Former Defense Secretary Leon Panetta discusses how and when the current conflict could end and what tensions around the Strait of Hormuz could mean for global stability and energy markets. Chad Zamarin, CEO of Williams, discusses natural gas disruptions and what they could mean for supply and infrastructure. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eric Johnston of Cantor Fitzgerald asses the market outlook and explains why near term risks for stocks may rise over the next week or two even as he sees the pullback creating a buying opportunity. Earnings drive the tape with results from Adobe, Lennar and Ulta Beauty. Brian Schwartz of Oppenheimer reacts to Adobe’s results and management change. Julie Biel of Kayne Anderson Rudnick discusses whether software remains a strong long term bet and why companies with proprietary data and regulatory advantages may prove harder for new disruptors to challenge. Renewed strength in cybersecurity stocks and growing debate over whether global tensions could push digital conflict into a new phase with CSIS’s Lauryn Williams. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Solus’ Dan Greenhaus and CIBC’s Chris Harvey tell us what the recent developments out of Iran and the big moves in oil could mean for the market in the days and weeks ahead. Plus, Wilfred Frost caught up with U.S. Treasury Secretary Scott Bessent on the strait of Hormuz, the war in Iran and much more. He brings us some of the highlights. And, Morgan Stanley’s Chris Toomey is one of the country’s top financial advisors tells us how he is advising his clients right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Pippa Stevens breaks down oil’s latest move before CSIS’s Clayton Seigel and Clearview Energy’s Kevin Book take a deeper look at supply dynamics, geopolitical risk and what could push crude higher or pull it back. Oracle earnings give investors the state of cloud demand and AI infrastructure spending; Patrick Walravens of Citizens JMP breaks down the numbers. Tim Hayes, Chief Global Investment Strategist at Ned Davis Research, evaluates the broader market backdrop and explains how positioning may shift from here. Michael Froman, President of the Council on Foreign Relations, analyzes rising tensions with Iran and what they could mean for global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can you trust this rebound? We discuss with Trivariate’s Adam Parker and Invesco’s Brian Levitt live from FutureProof in Miami Beach, FL. Plus, the drama between Anthropic and the government is heating up. What might it mean for a potential Anthropic IPO? Kate Rooney tells us. And, Fundstrat’s Tom Lee gives us his forecast for stocks – and what volatile oil prices could mean for your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets respond to fast moving geopolitical headlines and fresh swings in energy. Oil dominates the market conversation. Pippa Stevens tracks price moves while Helima Croft, Global Head of Commodity Strategy at RBC Capital Markets, breaks down supply risks, geopolitical crosscurrents and what it would take for crude to move higher or stabilize. Matt Stucky of Northwestern Mutual Wealth Management and Anastasia Amoroso of Partners Group assess the broader market setup and debate how investors should position amid volatility. Earnings from HPE add another data point for tech. Jason Furman, former Chair of the Council of Economic Advisers, weighs in on the Fed and the economic outlook. Dan Levy of Barclays explains how higher oil prices could ripple through the auto sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump told CBS that the Iran War is “very complete, pretty much.” That headline sent stocks higher – after a mostly down day. Plus, oil reversed course – falling as much as 7% during the final hour of trade. We discuss all these big moves with our expert guests, reporters and market correspondents. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets react to fast moving developments in Washington and across asset classes: Adam Crisafulli of Vital Knowledge and Kevin Gordon of Charles Schwab assess the broader market backdrop and debate how investors should position amid policy uncertainty and macro crosscurrents. More tremors in private credit with Mark Pinto of Moody’s Ratings. Jim Paulsen outlines what the Federal Reserve’s next steps could be as geopolitical volatility and higher energy prices complicate the equation. Jackson Ader of KeyBanc analyzes bellwether Oracle ahead of its earnings next week. Our Sharon Epperson reports on rising 401(k) withdrawals and what increasing retirement stress may signal about the health of the consumer and the broader economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Yardeni Research’s Ed Yardeni, Humilis Investment’s Brian Belski and NewEdge Wealth’s Cameron Dawson tell us what they’re forecasting for the market as we end a rough week. Plus, star analyst Matt Boss tells us his top picks in the retail space. And, Professor Jeremy Siegel of the Wharton School tells us why he is very cautious on the market right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Barbara Doran of BD8 Capital Partners and Charlie Bobrinskoy of Ariel Investments join the markets panel to assess positioning, leadership and where investors should lean next. Earnings from Marvell Technology, Gap and Costco add another layer to the market narrative. Ian Bremmer, Founder of Eurasia Group, examines how tensions involving Iran could reshape global energy flows and geopolitical risk. Katie Stockton of Fairlead Strategies maps out key breakouts and breakdowns across the tape while Corey Tarlowe of Jefferies evaluates the state of the consumer and what upcoming retail results may reveal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow sank nearly 2% in today’s trade. We drill down on that big move with our all-star panel Solus’ Dan Greenhaus, Partners’ Group Anastasia Amoroso & Merrill and Bank of America Private Bank’s Chris Hyzy. Plus, BTIG’s Jonathan Krinsky dropped a new note saying the market can’t afford to lose semis. He explains why. And, Kevin Simpson from Capital Wealth Planning tells us what trades he’s making in this pullback. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Savita Subramanian of Bank of America lays out a strategy for investors to deal with the current volatility and explains how she is positioning portfolios for the rest of the year. Earnings drive the tape with results from Okta and Broadcom. Stacy Rasgon of Bernstein reacts to Broadcom’s numbers and what they signal for AI infrastructure spending. Chris Verrone of Strategas joins to walk through the technical picture and key levels investors should watch next in several important sectors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the market back on track and can you believe in this bounce? We ask Schwab’s Liz Ann Sonders what she thinks. Plus, Trivariate’s Adam Parker and Intelligent Alpha’s Doug Clinton tell us how they’re navigating the software trade. And, a pair of big developing stories in Washington DC. We break down what to watch from the tech executives visiting the White House and the senate’s first vote since the strikes on Iran. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A dramatic reversal in stocks but still close lower. Wells Fargo’s Scott Wren and NB's Shannon Saccocia assess what the reversal means for positioning and whether volatility is here to stay. Lipow Oil's Andy Lipow explains the energy market's wild swings. Henry McVey of KKR breaks down opportunities in private credit and broader markets while Tim Seymour looks at emerging markets and global capital flows. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Julian Emanuel of Evercore ISI explains how policy headlines are shaping investor positioning and risk appetite. Dan Yergin joins to assess what comes next for oil and LNG as global supply and geopolitics remain in focus. Credit stress remains a major concern. Jeffrey Kivitz of Canyon Partners discusses risks building beneath the surface and how institutional investors are navigating tighter financial conditions. Paul Hickey of Bespoke looks to history to frame what could come next for markets while Sheila Kahyaoglu of Jefferies explores opportunities and risks in the defense sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Strategas’ Chris Verrone, Requisite Capital’s Bryn Talkington and Lauren Goodwin from New York Life Investments tell us what they’re forecasting for stocks amid all the geopolitical uncertainty. Plus, OpenAI struck a deal with the Defense Department after the Pentagon cut ties with Anthropic. Plexo Capital’s Lo Toney is an Anthropic investor – and he tells us what all this could mean for the future of the AI arms race. And, big news out of DraftKings’ Investor Day today. Our Contessa Brewer sits down with the CEO to discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Malcolm Ethridge of Capital Area Planning Group makes the bullish case while Warren Pies of 3Fourteen Research turns more cautious and outlines where oil prices may head next. Rising attention around private credit and activity at Jefferies as investors search for yield and alternative sources of return. Looking ahead, attention turns to next week’s key earnings report from Target. Chris Horvers, Head of Broadlines at JPMorgan, explains why he is lowering fourth quarter comp estimates and why new leadership could reset guidance expectations. Salveen Richter of Goldman Sachs outlines how AI is beginning to deliver tangible benefits in biotech and healthcare, particularly in early drug discovery and development, and why that could translate into both top line and bottom line gains for adopters. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs’ Head of Hedge Funds Tony Pasquariello gives us his take on the broader market, big tech, software and much more. Plus, Aswath Damodaran – so-called Dean of Valuation – says he is as cautious as he’s been his entire career. And, Tom Lee from Fundstrat helps us wrap up the trading month. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets digest a wave of earnings as volatility lingers and NVIDIA struggles to hold gains. Why NVIDIA’s pullback matters and what it could mean for the broader AI trade. Results roll in from Block, Dell, Intuit, Autodesk, CoreWeave, Flutter and Zscaler, shaping sentiment across payments, enterprise tech and infrastructure. Saira Malik, Chief Investment Officer at Nuveen, argues that four forces are driving volatility: trade policy, central bank leadership, AI disruption and developments in the Middle East. She explains why earnings must do the heavy lifting as elevated valuations limit upside and why fixed income fundamentals remain solid even as defaults tick higher. Bradley Tusk of Tusk Ventures joins to discuss where VC is placing its money in tech. Aneesha Sherman of Bernstein explains why TJX’s experiential model may protect its premium multiple and outlines her $175 price target. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dubravko Lakos –  JPMorgan’s Head of Global Markets Strategy – reveals his forecast for software, big tech and much more. Plus, Ed Yardeni maps out his forecast for the economy. And, we run you through what to watch from Block and Dell’s reports in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia reported Q4 earnings. Investors checking if the AI trade remains intact. We have you covered with every angle. JPMorgan’s Stephanie Aliaga, Sand Hill Global Advisors’ Brenda Vingiello, DA Davidson’s Gil Luria and T. Rowe Price’s Tony Wang provide analysis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The future of the tech trade is on the line tonight as Nvidia, Salesforce and Snowflake report. We discuss with our mega-panel: Star Bernstein analyst Stacy Rasgon, Capital Area Planning’s Malcolm Ethridge, Requisite Capital’s Bryn Talkington, CNBC’s Kristina Partsinevelos and Seema Mody. Plus, private credit concerns are front and center again today. We discuss these new developments with our Leslie Picker. And, the battle between Anthropic and the government is heating up. We break down all the details – and what’s at stake for the big AI battle. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lauren Taylor Wolfe, Managing Partner at Impactive Capital, argues that indiscriminate selling and algorithm-driven moves may be creating selective opportunities for long-term investors. In semis and mega-cap tech, AMD and Meta strike a new deal as capital spending and stock-based strategies draw scrutiny. Ben Bajarin of Creative Strategies breaks down what the agreement means for Meta, AMD, NVIDIA and the broader software trade. John Arnold of Arnold Ventures discusses the intersection of energy and AI, plus venture capital trends and the rise of betting and prediction markets. John Kolovos, Head of Technical Strategy at Macro Risk Advisors, analyzes key chart levels and momentum signals shaping the tape. Finally, Chad Anderson of Space Capital explains why AI could serve as a tailwind rather than a threat to the space industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Some big earnings are coming amid a nervous market. So what’s the best strategy right now? We discuss with Blackrock’s Rick Rieder. Plus, Avenue Capital’s Marc Lasry weighs in on the anxieties surrounding private equity. And Alger’s Ankur Crawford maps out what she’ll be watching from Nvidia’s high-stakes report tomorrow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets juggle fresh tariff headlines, bond market volatility and looming tech catalysts. David Kelly, Chief Global Strategist at JPMorgan, and Ayoka Yoshioka, Senior Investment Strategist at Wealth Enhancement, assess the market action as stocks decline. Barry Sternlicht, Chairman and CEO of Starwood Capital, weighs in on the state of commercial real estate and travel demand, offering a read on credit conditions and economic resilience. Crypto’s roots and future with Dr. Adam Back, exploring the origins of Bitcoin and how digital assets fit into today’s macro environment. Eyes then turn to NVIDIA: Patrick Moorhead, founder and CEO of Moor Insights & Strategy, previews what’s at stake for AI, semiconductors, and the broader tech trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is momentum running out of this record setting rally? We discuss with New York Life Investments’ Lauren Goodwin, Solus’ Dan Greenhaus and iCapital’s Sonali Basak. Plus, the US Olympic men’s hockey team won gold for the first time since 1980. Jack O’Callahan – a member of that “miracle on ice” team joins us to discuss the big win. And, top technician Jeff DeGraaf tells us how he is navigating the tech trade amid weakness in the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets react to a dramatic turn in the tariff debate as the Supreme Court struck down the IEEPA tariffs. Kristina Partsinevelos breaks down the market recap, while Eamon Javers and Emily Wilkins track the political response from the White House and Capitol Hill. Steve Liesman examines the broader economic implications, and Stifel’s Brian Gardner analyzes what it means after key tariffs are struck down. Bob Elliott, CEO of Unlimited, and Adam Crisafulli of Vital Knowledge join to assess the market reaction, positioning shifts and whether volatility sticks. In retail, Dana Telsey breaks down sector reaction and what changing trade dynamics could mean for consumer-facing companies. Looking ahead, NVIDIA takes center stage. John Belton, Portfolio Manager at Gabelli Funds, previews what’s at stake for the AI trade and the broader tech outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The supreme court’s historic rebuke of the Trump tariffs front and center for investors. So, what will this mean for the fed and the economy? We discuss with the Wharton School’s Professor Jeremy Siegel and CNBC’s Steve Liesman. Plus, Avery Sheffield from VantageRock tells us which names she’s staying away from following today’s SCOTUS decision. And we drill down on what that ruling could mean for big tech, discretionary and digital ad stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Michael Santoli guides listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As new anxieties emerge is it time to rethink your strategy? Chris Harvey from CIBC Capital Markets, Chris Hyzy of Merrill and Bank of America Private Bank and Ned Davis Research’s Ed Clissold tell us what they think. Plus, a rare earnings report dropped in market hours. Julia Boorstin brings us Live Nation numbers. And, Alger CEO & CIO Dan Chung reveals how he is playing the Mag 7 right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors react to latest Fed minutes. Omar Aguilar, CEO of Schwab Asset Management, and David Bahnsen, CIO of The Bahnsen Group, break down what the policy signals mean for equities, positioning and the path forward. DoorDash, Carvana, and Booking Holdings report numbers. Mark Mahaney, Senior Managing Director at Evercore ISI, analyzes those results plus the latest on Meta. Tyler Radke, Co-Head of U.S. Software Equity Research at Citi, on if software has finally found a bottom. MLS Commissioner Don Garber on expectations for growth ahead of the new season—and what the World Cup impact could be. Plus, a look ahead to Walmart’s earnings as Corey Tarlowe of Jefferies outlines expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can the resumption of risk-on actually last? Fundstrat’s Tom Lee, Hightower’s Stephanie Link and NewEdge Wealth’s Cameron Dawson tell us what they think. Plus – we talk to the team behind a smart basketball system that’s looking to shake up the at-home gaming landscape. And, JP Morgan Private Bank’s Abby Yoder tells us if she is changing her forecast for stocks given the recent volatility. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gene Munster, Managing Partner at Deepwater Asset Management, breaks down Amazon’s recent slide, growing concerns flagged in the latest Bank of America investor survey, and what could stabilize — or further pressure — the sector. Paul Hickey, Co-Founder of Bespoke Investment Group, analyzes the broader market setup and where leadership may rotate next as earnings continue to roll in. Netflix Co-CEO Ted Sarandos on why Netflix is allowing Paramount a seven-day window to negotiate again. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is this rally still intact or in the process of breaking down? We discuss with Solus’ Dan Greenhaus, Requisite Capital’s Bryn Talkington and Truist’s Keith Lerner. Plus, cyber security stocks got swept up in the software selling just ahead of Palo Alto’s report in Overtime tonight. Star analyst Dan Ives tells us what he’ll be watching from those numbers. And, the feud between Anthropic and the Pentagon appears to be heating up – that’s according to an Axios report. Kate Rooney breaks down all the details and what it could mean for the AI arms race. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is this day by day, sector by sector smack down justified or well overdone? We discuss with Anastasia Amoroso’s of Partners Group. Plus, 3Fourteen Capital’s Warren Pies tells us why he downgraded equities to neutral. And, venture capitalist and sports investor Rashaun Williams reacts to CNBC’s just-released NBA valuations list. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Richard Saperstein – one of the country’s top financial advisors – tells us what he thinks the ideal portfolio looks like right now. Plus, Coinbase reports in Overtime. We hear from Bill Baruch of Blueline Futures who sold that stock last week. And, Adam Parker from Trivariate Research tells us what he thinks is next for stocks after today’s big drop. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where is the best place to invest with parts of the market at record highs … and others struggling? We discuss with Fundstrat’s Tom Lee. Plus, Nancy Davis from Quadratic Capital breaks out her volatility playbook. And, Former Federal Reserve Vice Chair Richard Clarida tells us what today’s jobs report could mean for future rate cut hopes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sofi’s Liz Young and Lauren Goodwin of New York Life Investments tell us where they think the market can go from here. Plus, Aswath Damodaran from NYU Stern School of Business weighs in on valuations – and tells us where he’s putting his money to work right now. And, Seema Mody has some exclusive new reporting on Alphabet’s massive bond sale. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Solus Asset Management’s Dan Greehaus and iCapital’s Sonali Basak tell us whether this rebound should be believed. Plus, Bill Miller IV tells us where he sees bitcoin bottoming out. And, have we reached peak uncertainty in public software stocks? Vista Equity Partners’ Ashley MacNeill gives her take. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon reports alongside key results from Affirm, Reddit, Roblox, and Strategy. Roth’s Rohit Kulkarni joins with instant analysis of Amazon’s quarter, investor expectations and what the results signal for Big Tech and consumer demand. Michael Farr, President and CEO of Farrcrest, assesses overall market conditions amid this slide in tech stocks. Bitwise CEO Hunter Horsley weighs in on a sharp downturn in crypto markets and what it means for risk appetite. Bob Michele, Chief Investment Officer at JPMorgan Asset Management, discusses bond and commodity market dynamics, offering perspective on rates, inflation, and global growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s been another ugly day for the tech sector… but can Amazon’s earnings in Overtime help? We discuss with CNBC’s Kate Rooney and super analyst Mark Mahaney. Plus, top venture capitalists Jeff Richards of Notable Capital and Plexo Capital’s Lo Toney weigh in on the big AI boom. And, George Pyne – a pioneer in the sports investing space – weighs in on sports valuations, media rights and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A busy earnings session puts Big Tech and software squarely in the spotlight. Alphabet headlines the night. Qualcomm, ARM, and Snap also report, adding fresh signals on chips, mobile demand, and digital advertising. Ben Reitzes, Managing Director at Melius Research, breaks down the broader software and tech landscape. Citizens’ Andrew Boone reacts to Alphabet’s results and huge capex outlook. Market positioning and investor flows discussion with Sonali Basak of iCapital and Steve Sosnick of Interactive Brokers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the selling in tech overblown? Investors are looking for some clarity and pivoting their attention to Alphabet which reports in Overtime. We run through what to expect with shareholder Doug Clinton from Intelligent Alpha and Oppenheimer analyst Jason Helfstein. Plus, former St. Louis Fed President Jim Bullard weighs in on what could be next for the Fed under Kevin Warsh. And, the big battle between Anthropic and OpenAI is headed to the Superbowl. We explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets digest a flood of major earnings while tech volatility takes center stage. Jim Cramer interviewed NVIDIA CEO Jensen Huang and talks the AI trade scrutiny. Huang weighs in on OpenAI’s massive fundraising round. Ke reports from AMD, Amgen, Chipotle, Mondelez and Super Micro. Christopher Rolland, Senior Analyst at Susquehanna, analyzes what the AMD results mean for the broader semiconductor trade. Jackson Ader, Senior Research Analyst at KeyBanc, joins to discuss the ongoing software selloff, while Venu Krishna, Head of U.S. Equity Strategy at Barclays, offers insight on market positioning and earnings momentum. A look ahead to Alphabet’s earnings with Gil Luria, Managing Director and Senior Software Analyst at D.A. Davidson. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We track some big moves in software stocks – and have an all-star line-up of reporters to tell us which companies are down the most and why this is all happening. Plus, it’s a new era for Disney. We hear from Jim Stewart – who wrote the book on that company – about what could be next for the media giant with a new CEO in charge. And, we break down what to watch from Amgen, Chipotle and AMD earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings season rolls on with key reactions and market-moving insights. Key reads on the AI trade with Palantir and NXPI both reporting. Kate Moore, Citigroup Wealth CIO, on why earnings growth and forward revisions are critical for stocks to push higher. Louie DePalma, Senior Research Analyst at William Blair, reacts to Palantir earnings after upgrading the stock this morning. Disney’s stock slide and leadership questions with Jim Stewart, Business Reporter at The New York Times; a reset in global currencies with Kathy Lien, Managing Director of FX Strategy at BK Asset Management; and a look at Bitcoin’s slide with Mark Palmer, Senior Analyst at StoneX. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We discuss what the month ahead could look like for the market with Solus’ Dan Greenhaus, Requisite Capital’s Bryn Talkington and Northwestern Mutual’s Matt Stucky. Plus, the future of an AI deal between Nvidia and OpenAI is now in question. Alex Kantrowitz from Big Technology – alongside Kristina Partsinevelos and Kate Rooney – tell us what’s at stake. And, Stempoint’s Michelle Ross tells us where she is finding opportunity in the biotech space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does President Trump’s nomination of Kevin Warsh for Fed Chair mean for stocks? We discuss with Professor Jeremy Siegel and Tom Lee from Fundstrat. Plus, Former Fed Vice Chair Roger Ferguson and CNBC’s Steve Liesman tell us what the road ahead for the Fed looks like now. Plus, star Apple analyst Erik Woodring gives us his first reaction to that company’s results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets digest Microsoft fallout and a packed earnings slate led by Apple, Visa and key memory names. Patrick Moorhead of Moor Insights explains the “circular AI unwind” and what it means for hardware, software and valuations, while Liz Ann Sonders of Charles Schwab sets the broader market context and investor positioning. The meme-ification of the metals trade with Francisco Blanch of Bank of America. Live from Cupertino, Steve Kovach brings Apple earnings. Instant reaction from Gil Luria of D.A. Davidson and Patrick Moorhead of Moor Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple’s stock has been a big disappointment lately – so what’s at stake for its report in Overtime? Alger’s Ankur Crawford, Wedbush’s Dan Ives and Big Technology’s Alex Kantrowitz tell us what they’re expecting. Plus, big moves in coffee, cruises and credit cards today shed some new light on the state of the consumer. We explain. And, the Jetblue CEO tells us how the latest winter storms are impacting the company’s bottom line. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

York Space Systems CEO & Founder Dirk Wallinger joins Morgan Brennan to discuss his company's IPO, its work with the Defense Department, and the impact of a potential SpaceX IPO on the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brenda Vingiello of Sand Hill Global Advisors joins to explain positioning in mega-cap tech, including Tesla, Microsoft and Meta, and what investors should focus on as those earnings reports hit. Brent Thill of Jefferies reacts to Microsoft and Meta earnings. David Zervos of Jefferies weighs in on markets and Fed expectations after Powell's presser. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

DoubleLine’s Gundlach weighs in on the Fed’s decision to keep rates steady. He tells us when he thinks the next cut might be and what it might mean for the money. Plus, investors closely tracking some big mega-cap earnings today. We run through what to watch from Microsoft, Meta and Tesla. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets head into a critical earnings stretch. Julian Emanuel of Evercore ISI lays out why the setup may still be favorable for tech as the sector faces its next major test. Michael Ha of Baird on trading health care as insurers post their worst day in years. Seth Goldstein of Morningstar on the Tesla setup ahead of earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gabelli portfolio manager John Belton on what he’s watching in big tech earnings. Government shutdown is back in play; our Emily Wilkins breaks down where things stand in DC. Northwestern Mutual’s Matt Stucky on today’s market action. Wellington’s Brij Khurana on the ripple effects of the weakening dollar. Plus, the retail impact of this weekend’s weather storm with G2 Weather Intelligence’s Paul Walsh. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Stanley Private Wealth’s Sherry Paul tells us how she is navigating the crucial week ahead for stocks. Plus, we discuss what could be next for the Fed with Trivariate’s Adam Parker and Invesco’s Brian Levitt. And, several mega caps are gearing up to report results this week – just as some of the names in the group appear to have woken up. Doug Clinton from Intelligent Alpha tells us how he’s playing that sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Niles of Niles Investment Management looks ahead to a critical earnings slate for big tech when Microsoft, Meta, Tesla and Apple report. Commodities stay in focus with Pippa Stevens and Helen Amos of BMO covering moves in gold, silver, and natural gas. Katie Stockton of Fairlead Strategies explains why the S&P 500 remains stuck near October levels. The broader macro setup with Tim Hayes of Ned Davis Research. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The big question hanging over this market is NOT how good will mega cap earnings be… but how much snow are we getting this weekend. 200 million people are in the path of this monster storm – and the energy market has been moving on it. We break down all the details from how much snow to expect to the surge in natural gas to the airline impact with our all-star team. Plus, Renaissance Macro Research’s Jeff DeGraaf tells us the four big breakouts he’s watching as we end this trading week. And, Lo Toney from Plexo Capital breaks down his earnings playbook ahead of some big tech reports next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets digest another earnings-heavy session with Seema Mody recapping the day and Pippa Stevens tracking a commodities rally led by fresh gains in natural gas. HSBC’s Max Kettner weighs in on broader market positioning and global risk, before Kristina Partsinevelos and Morgan Brennan break down key earnings from Intel and Alcoa, setting the tone for cyclicals and industrials. Jay Goldberg of Seaport reacts to Intel’s results after upgrading the stock into the print. Alcoa CEO William Oplinger discusses results and outlook, followed by a look at the soaring stock of Moderna. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does the president’s tariff turnaround mean its once again time for stocks to surge? We discuss with Yardeni Research’s Ed Yardeni and JPMorgan’s Stephanie Aliaga. Plus, top financial advisor Chris Toomey reveals what he is telling his clients right now. And, former Federal Reserve Vice Chair Richard Clarida tells us what he thinks might be next for the economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump lifted markets after rolling back threats of tariffs on Europe and saying he had a deal with NATO over Greenland. Stifel’s Brian Gardner breaks down the key aspects of the President’s speech at Davos and interview on CNBC. The market reaction with Partners Group CIO Anastasia Amorosa. The playbook for 2026 amid global volatility with KKR’s Henry McVey. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eamon Javers reports on President Trump’s moves and their market implications. Geopolitical deep dive with Evercore ISI vice chairman Krishna Guha, who warns that a potential U.S. seizure of Greenland would represent a geopolitical earthquake for Europe. Earnings from Netflix, Interactive Brokers and United Airlines. Interactive Brokers founder and chairman Thomas Peterffy gives his view of his clients and markets. Morningstar analyst Matthew Dolgin with immediate reaction to Netflix earnings. Wells Fargo Investment Institute head of global market strategy Paul Christopher argues for focusing on “trendlines over headlines,” pointing to rising global bond yields and fiscal concerns abroad as more durable drivers than daily political noise. Steve Liesman on escalating Federal Reserve drama, as Fed Chair Jay Powell prepares to appear at a Supreme Court hearing viewed inside the Fed as an existential test of central bank independence—alongside growing speculation around potential successors and what that uncertainty could mean for markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carson Group’s Ryan Detrick joins to discuss why signs continue to point toward a market rally—and whether Washington policy risks could disrupt the momentum. Breaking down the president’s new affordability push, including as Bernstein’s Chad Dillard explains how rising electricity prices and grid constraints are pulling the administration into energy policy and what that could mean for electrical stocks. Phil LeBeau looks at auto affordability pressures Julia Boorstin explores OpenAI’s move into advertising, followed by a Netflix earnings preview with Wedbush analyst Alicia Reese. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chip stocks help power the market higher, with Piper Sandler’s Harsh Kumar weighing in on leadership in semiconductors. Is the tech trade back? Wells Fargo’s Oshung Kwon gives his take. Our Emily Wilkins explains why a major crypto bill has stalled on Capitol Hill. Global risks stay front and center with PIMCO’s Pramol Dhawan on emerging markets and rising geopolitical uncertainty, followed by Diana Olick on the state of commercial real estate. Then our Gabrielle Fonrouge breaks down Amazon’s escalating fight with Saks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charles Bobrinskoy of Ariel Investments explains why inflation remains a key concern for investors and why value is outperforming so far this year. Coverage then turns to Washington, with Eamon Javers on the latest from the White House, Michael Froman of the Council on Foreign Relations discussing geopolitical risks tied to Greenland and Iran, and Emily Wilkins breaking down momentum behind a congressional stock trading ban. Former Dallas Fed President Richard Fisher weighs on Chair Powell’s challenges. Plus, Tesla’s push toward full self-driving with our Phil LeBeau. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Brennan sits down with Sidus Space founder and CEO Carol Craig to discuss the company’s rapid rise--a more than 400% stock surge since the fall--and its role as a contract awardee under the Missile Defense Agency’s SHIELD program — part of the broader Golden Dome strategy for U.S. homeland missile defense. After years of flying under the radar, investors are taking notice of the Sidus Space story. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, ScottWapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Zervos of Jefferies digs into the news that the DOJ has opened a probe into Fed Chair Powell and the market reaction. Omar Aguilar, CEO and CIO of Schwab Asset Management, talks the broader market landscape. Steve Biggar of Argus talks a potential cap on credit card interest rates and bank earnings. Apple’s uneven start to the year and its push into AI, with Dan Ives of Wedbush explaining why this is a pivotal year for Tim Cook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sam Stovall of CFRA weighs in on the broader market backdrop, while former Dallas Fed President Richard Fisher unpacks what the data means for the economy, the Federal Reserve, and looming leadership decisions at the Fed. Sarat Sethi of DCLA offering rapid-fire stock takes on Meta, oil, and Nvidia. Precious metals come into focus with Rob Krcmarov, CEO of Hecla, talks gold and silver prices and his company’s soaring stock. Adam Crisafulli of Vital Knowledge close out the show with a look ahead to the coming week’s catalysts Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Richard Bernstein of Richard Bernstein Advisors and Alan McKnight of Regions Wealth Management debates whether speculation has gone too far and why dividends, quality, and U.S.-focused positioning may be back in favor. The conversation then turns to Washington as policy developments and presidential missives whipsaw investors with Brian Gardner of Stifel. Technology investing in 2026 with Dom Rizzo of T. Rowe Price. Bear case on Nike with Needham analyst Tom Nikic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The President says he has settled on a new fed chair in a new interview with the New York Times. We discuss with the Wall Street Journal’s Nick Timiraos. Plus, Walter Isaacson gives his take on some high-profile announcements out of the White House over the past 24 hours aimed at big business. And, Apollo’s Torsten Slok maps out his outlook for the economy and where he sees rates headed in 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets move as Washington takes center stage, with Eamon Javers reporting on White House actions rippling through oil, defense, and housing, including new limits that could keep institutional investors out of single-family homes. Tony Bancroft of Gabelli weighs in on proposals to restrict pay, buybacks, and dividends for defense companies. Victoria Greene of G Squared Private Wealth and Kevin Gordon of Charles Schwab break down the market action and talk positioning and risk. Venezuela’s oil outlook with our Brian Sullivan and the geopolitical stakes involving China with former U.S. Ambassador to China Nicholas Burns, before Tim Seymour rounds out the conversation with a look at international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 busines Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Pippa Stevens breaks down the record action across metals including gold, silver, copper, and nickel. Gargi Pal Chaudhuri, BlackRock’s head of iShares Investment Strategy Americas, connects geopolitics and market positioning heading into 2026. Jason Marczak of the Atlantic Council on what’s next for Venezuela and South America. Highlights from Nvidia CEO Jensen Huang and AMD CEO Lisa Su at CES. Deere CFO Josh Jepsen on the company’s push into tech and automation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where does this rally go from here? Strategas’ Chris Verrone, BNY’s Alicia Levine and Requisite Capital’s Bryn Talkington discuss. Plus, Rick Heitzmann from Firstmark Capital breaks down his outlook for the IPO market in 2026. And, Mohamed El-Erian weighs in on what he's watching from the upcoming jobs report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Global risk with Barry Knapp of Ironsides Macroeconomics and Drew Pettit of Citi Research who break down market reaction to developments in Venezuela, followed by a big-picture look at what comes next with Richard Haass, former president of the Council on Foreign Relations. Energy stocks and oil markets take center stage with Andy Lipow of Lipow Oil Associates. Tech outlook with John Belton of Gabelli Funds. L3Harris CFO Ken Bedingfield on geopolitical hotspots and Venezuela.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can stocks post a fourth-consecutive strong year? We discuss with Solus’ Dan Greenhaus, NewEdge’s Cameron Dawson and iCapital’s Sonali Basak. Plus, we discuss what’s at stake for the oil markets following the removal and arrest of Venezuela’s President Maduro with Bryn Talkington from Requisite Capital. And, Bill Miller IV from Miller Value Partners breaks out his 2026 crypto playbook.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Michael Farr of Farr Miller & Washington talks the broader investing backdrop. Joe Feldman of Telsey Advisory Group digs into the state of retail and the consumer. Jared Isaacman, the new NASA administrator, on Space Force priorities and the future of U.S. space leadership. Craig Johnson of Piper Sandler breaks down key market technicals, Adam Spice of Rocket Lab on his stock’s meteoric rise and what 2026 has in store for space investors. Adam Crisafulli of Vital Knowledge closes the show with the key catalysts investors should be watching in the week ahead.     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Brennan sits down with John Serafini, HawkEye 360 CEO, on the latest episode of Manifest Space. They discuss the company’s role in tracking sanctioned vessels around the world -- so-called “dark vessels.” Plus, how HawkEye 360’s latest acquisition fits into the long-term strategy and if an IPO is in the cards.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s a holiday-shortened trading day but the Dow and S&P 500 still closed at record highs. Patrick Fruzzetti of Rose Advisors weighs in on the broader market setup and positioning, before Gerard Cassidy of RBC Capital Markets looks ahead to what 2026 could mean for banks. Tim Seymour of Fast Money delivers his “stocking stuffers” list of winners and losers. Our Steve Liesman explores how Americans are spending and behaving around Christmas, and John San Marco of Neuberger Berman analyzes holiday shopping trends and consumer strength. Plus, Emily Wilkins reporting from Washington on the political and crypto crossover scene in D.C. at Pubkey, a new dive bar.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Trainer of New Constructs on what fundamentals are really saying about today’s market. Stephen Tusa of JPMorgan breaks down the state of industrials and Alan Ratner of Zelman assessing real estate trends and risks. Our Steve Kovach examines whether artificial intelligence is becoming commoditized faster than investors expected. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carol Schleif of BMO Private Wealth and Bob Doll of Crossmark Global Investments on positioning, risk appetite, and what’s driving sentiment. Bart Melek of TD Securities explains the forces moving oil, metals, and broader raw-material markets. Rich Gelfond, CEO of IMAX, on the box office outlook. Michelle Caruso Cabrera examines oil tankers, Venezuela, and the geopolitics shaping energy flows, before Jeff Kilburg of KKM Financial breaks down options activity and market positioning. The show closes with a global equity lens from Kei Okamura of Neuberger Berman on Japanese stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What could be in store for your money in the new year? We discuss with Fundstrat’s Tom Lee, Hightower’s Stephanie Link and CIBC Capital Markets’ Chris Harvey. Plus, Jeff DeGraaf from Renaissance Macro tells us which three sectors he is avoiding right now. And, Former Dallas Fed President Richard Fisher tells us what he thinks is next for rates.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wren of Wells Fargo Investment Institute on global strategy and positioning, plus Steve Liesman wraps his key interview with Fed Governor Christopher Waller. Apple’s outlook with Craig Moffett of MoffettNathanson. The Goldman biotech outlook with Salveen Richter of Goldman Sachs. Next week’s market catalysts with Adam Crisafulli of Vital Knowledge. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bob Elliott of Unlimited joins the show to break down the market backdrop as investors weigh growth, risk, and positioning, before Leslie Picker reports on what could be the biggest IPO of 2025 with Medline set to price. Databricks CEO Ali Ghodsi discusses his company’s latest valuation and what it signals for private AI companies. Collapsing oil prices and unusual Venezuelan shipping activity with Bill Perkins of Skylar Capital. Julia Boorstin explains Instagram’s push onto the TV screen. Eric Mandl of Guggenheim on the outlook for tech M&A and what deals could define the next phase for the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Evercore’s Julian Emanuel breaks down today’s market action and what’s in store for investors in 2026. White House AI and Crypto Czar David Sacks on the latest AI executive order from the Trump administration, the government’s strategy on exports to China and worries about job loss. ServiceNow CEO Bill McDermott talks the company’s AI strategy, dealmaking and more. Plus, our Eunice Yoon reports on China’s AI toymakers.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oracle and Broadcom worries hit tech stocks. Jose Rasco, Chief Investment Officer at HSBC Global Private Banking and Wealth Management, breaks down the week’s wild market action. BTIG’s Robert Drbul gives his top consumer picks—and catalysts—for 2026. Growing speculation around a potential SpaceX IPO with Daniel Hanson of Neuberger Berman. Netskope CEO Sanjay Beri talks the company’s first earnings report as a public company. Wells Fargo analyst Jason Kupferberg on the fintech setup heading into 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Heath Terry, Citi’s Global Head of Technology and Communications Research, breaks down the latest OpenAI announcement and what it means for the AI landscape in 2026. Earnings from Broadcom, Costco, Lululemon and RH set the tone for the afternoon. Market gut check with Stephanie Guild, Chief Investment Officer at Robinhood. Christopher Rolland of Susquehanna analyzes Broadcom’s results. Diana Olick reports on U.S. home prices turning negative and Deepak Puri, Chief Investment Officer at Deutsche Bank Wealth Management, on his 2026 market outlook and the strengthening dollar. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Brennan sits down with Will Marshall, Planet Labs CEO, on the latest episode of Manifest Space. They discuss how the company is using AI in its satellite imagery to help countries quickly identify the location of security and economic threats around the world. Plus, the natural advantages for data centers in space—and how Planet Labs how to capitalize on the opportunity.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What could be next for this record setting rally? Fundstrat’s Tom Lee reveals his 2026 outlook. Plus, we discuss what could be in store for the AI trade in the new year with Deepwater Asset Management’s Gene Munster. And, one of the standout stories of the markets in 2025 is the participation of the retail investor – even bigger than we may have thought, according to some new data. Kristina Partsinevelos breaks down the numbers and what it means to the market.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Zervos of Jefferies shares his take on what the Fed’s move means for markets and the economy. Earnings from Oracle, Adobe and Synopsys, with Rishi Jaluria of RBC Capital Markets breaking down Oracle’s results and Sassine Ghazi, Chief Executive Officer of Synopsys, discussing the company’s outlook. Brian Moynihan, Chief Executive Officer of Bank of America, weighs in on the broader Fed and economic backdrop. Barbara Doran of BD8 Capital and Brent Schutte, Chief Investment Officer of Northwestern Mutual, unpack what the Fed, Oracle and earnings season mean for investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Powell followed the committee’s decision to cut interest rates by 25 basis points, while signaling a higher bar for the next cut. DoubleLine Capital’s Jeffrey Gundlach joins Scott Wapner with his first take on the decision, Powell’s news conference and his own market forecast.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Steve Sosnick, Chief Strategist at Interactive Brokers, and Brij Khurana, Fixed Income Portfolio Manager at Wellington Management, break down cross-asset signals and rate expectations. Earnings include AeroVironment and key retail and consumer names including Casey’s General Stores, GameStop, Dave & Buster’s and Cracker Barrel. Patrick Moorhead, Chief Analyst at Moor Insights, dives into Nvidia and the AI trade. Ben Silverman, Chairman and Co-CEO of Propagate Content, unpacks the Warner Bros. battle between Paramount and Netflix. Northrop Grumman CEO Kathy Warden weighs in on defense spending and growing competition. Braze CEO Bill Magnuson talks the latest quarter.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trivariate’s Adam Parker, Aureus Asset Management’s Kari Firestone and JP Morgan’s Stephanie Aliaga tell us where they think stocks will go from here. Plus, Ashley MacNeill tells us how she is playing the software space in the new year. And, we break down the big move in Boeing’s stock today – following some critical data.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh, and Victoria Greene, Founder and Chief Investment Officer at G Squared Private Wealth talk the broader market outlook. Tom Rogers breaks down Paramount’s hostile bid for Warner Bros. and the potential market impact. Our Steve Kovach breaks down Apple leadership departures and the company’s AI strategy. AWS CEO Matt Garman and Accenture’s Julie Sweet discuss enterprise and cloud demand trends. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The commerce department is set to allow exports of Nvidia H200 chips to China. We break down that developing story with our Kristina Partsinevelos and super analyst Dan Ives from Wedbush. Plus, Blackrock’s Rick Rieder weighs in on the market, rates and the Fed’s next move. And, top technician Jeff DeGraaf tells us how he is playing the recent break out in the banks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New economic data after the government shutdown and what it means for the Fed. Diane Swonk, Chief Economist at KPMG, breaks it down. RTX CEO Chris Calio joins for a wide-ranging conversation from Reagan National Defense Forum, the biggest defense conference of the year. Other exclusive interviews from RNDF with L3Harris CEO Chris Kubasik and Booz Allen CEO Horacio Rozanski. We track the latest on a potential Netflix–Warner Bros. deal, check in on market signals with Mike Santoli. Samsara CEO Sanjit Biswas on the state of connected operations.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can stocks stage an end of year run? We discuss with The Wharton School’s Jeremy Siegel, Requisite Capital’s Bryn Talkington and Neuberger Berman’s Shannon Saccocia. Plus, we hear from Alex Lasry – the CEO of the New York, New Jersey host committee – with what the World Cup in the U.S. could mean for fans, businesses and more. And, Alger’s Ankur Crawford brings us her top stock picks for 2026.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors weigh bonds, jobless claims, and rising economic concerns with Jim Paulsen of Paulsen Perspectives and Charles Bobrinskoy, Vice Chairman at Ariel Investments. Earnings from Hewlett Packard Enterprise, Rubrik, Ulta Beauty, and SentinelOne help shape the afternoon narrative. Mike Proulx of Forrester and Lloyd Walmsley of Mizuho analyze Meta’s reported pullback in metaverse spending and its implications for the tech landscape. We also hear from Rubrik CEO Bipul Sinha on results, dig into retail earnings with Courtney Reagan, and assess the 2026 IPO outlook with Brianne Lynch, Head of Market Insights at EquityZen, before wrapping with a look at tomorrow’s key market drivers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We discuss the big battle of the AI devices and the big tech players in that fight with our own Steve Kovach and Big Technology’s Alex Kantrotwitz. Plus, Solus’ Dan Greenhaus, iCapital’s Sonali Basak and Invesco’s Brian Levitt debate the state of the market as we near the end of the year. And, Mohamed El-Erian from Allianz tells us which potential Fed chair would be best for the equity market.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Brennan sits down with Will Roper, Istari CEO, on the latest episode of Manifest Space. They discuss the startup’s big news announced today: partnering with Blue Origin on making a moon dust battery – a device designed entirely with AI. They discuss Istari's "ground" infrastructure that lets AI innovate within guardrails, preventing hallucinations while maintaining creativity. Plus, why connecting data without consolidating it could transform aerospace and defense. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big day of tech earnings, including results from Salesforce, Snowflake, C3.AI and UiPath. BD8 Capital’s Barbara Doran and Charles Schwab’s Kevin Gordon break down the market action and react to the key earnings. C3.AI CEO Stephen Ehikian joins to break down the company’s quarter and broader trends in the industry. UiPath CEO Daniel Dines talks enterprise spending levels after his company’s earnings. Fortune Brands CEO Nicholas Fink on the health of the consumer and where they are spending in their home. Plus, Jensen Huang heads to Capitol Hill to lobby for export control changes.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Michael Dell joins from the White House first on CNBC after pledging over $6B to partially fund investment accounts for 25 million American children. He also discusses the broader AI trade and demand. Argent Capital’s Jed Ellerbroek and Innovator ETFs Tim Urbanowicz break down today’s market action. Pure Storage CEO Charles Giancarlo joins after earnings—the stock fell in Overtime but he makes the case for strong demand. Jefferies analyst Sheila Kahyaoglu on Boeing best day since April and if the bottom if in for the stock.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks, crypto fall to start December as the risk-off trade continues. HSBC’s Max Kettner breaks down the market action. T. Rowe Price’s Tony Wang talks top tech stocks on the three-year anniversary of the AI bull market. Black Friday winners and losers with Goldman Sachs’ Kate McShane. New MongoDB CEO CJ Desai on the company’s latest quarter.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Reports that Kevin Hassett is the front-runner to be the next Fed chair sent stocks higher today. We discuss that big move with our market panel – Trivariate’s Adam Parker, PNC’s Yung-Yu Ma and Requisite Capital’s Bryn Talkington. Plus, Former Dallas Fed president Richard Fisher gives us his prediction for what the Fed’s next move will be. And, we break down all the key figures to watch from HP and Dell when they report in Overtime.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We bring you all the action from a wild day in the markets. After Nvidia’s strong earnings, shares were up 5% in early trading. But by midday, Nvidia was in the red, dragging the rest of the market with it. Paul Hickey of Bespoke and Schwab Asset Management’s Omar Aguilar break down the market action. Earnings from Gap, Ross Stores, and Intuit set the tone for retail and software. New T-Mobile CEO Srini Gopalan on the sector’s growing competition. Tony Wang of T. Rowe Price joins to look at tech’s midday selloff and Nvidia. The nuclear-AI trade unwind with Fermi CEO Toby Neugebauer.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia shares gained in Overtime after the company delivered strong results, topping estimates for earnings and revenue while raising its guidance. Nvidia CEO Jensen Huang said that sales for the company’s current-generation GPU, called Blackwell, are “off the charts.” We have you covered from every angle.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

All eyes are on Nvidia today. What should investors expect from the report, the guidance, and the conference call? We discuss with Kristina Partsinevelos, Bernstein’s Stacy Rasgon and Capital Area Planning Group’s Malcolm Ethridge. Plus, Sherry Paul from Morgan Stanley tells us what’s at stake for the AI trade on the back of those critical earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.