Closing Bell

Our Kristina Partsinevelos examines SK Hynix's latest developments and what it means for the memory trade. Beeneet Kothari of Tekne Capital Management explains why the AI infrastructure story remains intact and where he sees opportunity across semiconductors. Steven Wieting of Citi Wealth steps back to assess the broader market, the economy, bond yields and currencies and explains how investors should position as macro forces evolve. Laura Martin of Needham discusses Apple, Reddit and Meta and where she sees the best opportunities across big tech, plus looks ahead to Netflix 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, 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.

Matt Bryson of Wedbush explains why he sharply raised his price target on SanDisk and what continued strength in memory demand means for the broader AI infrastructure trade. Eric Johnston of Cantor Fitzgerald outlines his bullish call on the hyperscalers while Sonali Basak explains why investors are beginning to judge big tech on how quickly AI investments translate into revenue and profits rather than the size of their capital spending. Compass CEO Robert Reffkin analyzes the latest housing data and discusses what it reveals about inventory, prices and buyer demand. Our Julia Boorstin sits down with SoFi CEO Anthony Noto at the Sun Valley Conference to discuss the state of fintech, technology and capital 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.

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 weigh the next phase of the AI trade as investors debate whether hyperscaler spending can keep accelerating. Gene Munster of Deepwater Asset Management explains why Amazon's latest debt raise matters, why cloud and AI capex remain the key story for tech earnings and why he expects investment by the hyperscalers to stay stronger than Wall Street expects. Max Kettner of HSBC makes the case for remaining bullish on risk assets despite growing skepticism around AI. Former Nasdaq CEO Bob Greifeld analyzes SpaceX's growing market influence and SK Hynix's U.S. market ambitions. Plus, Diana Olick's latest CNBC Housing Market Survey, showing sellers are losing the upper hand as conditions shift in the housing market, followed by a look ahead at the next catalysts for investors. 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.

CNBC's Melissa Lee speaks with David Li, Hesai's co-founder and CEO, about the company's partnership with Nvidia, concerns over potential cybersecurity risks, and how Hesai is responding as scrutiny of Chinese technology firms continues to grow. Hosted by Simplecast, an AdsWizz company. See https://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.

Investors weigh cooling rate pressures, AI investment and sector rotation. Torsten Slok, Chief Economist at Apollo, argues AI remains the biggest long-term risk to the economy while a softer jobs report eases pressure on the Fed. The show also examines what the data could mean for Fed Chair Kevin Warsh and the path of interest rates. Brett Winton of ARK Venture Fund explores reports that the government could take a stake in OpenAI and discusses what greater public involvement would mean for the AI race. The episode also examines the political implications surrounding AI policy and regulation with CFR’s Jonathan Hillman. Barbara Doran of BD8 Capital and Bob Elliott of Unlimited debate whether the market's rotation has staying power and where investors should position next. Plus, our Phil LeBeau breaks down the state of the electric vehicle market after Tesla's stock sold off following its latest delivery numbers. The episode closes with a look ahead at the next catalysts driving 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.

Our Steve Liesman analyzes the market's reaction to the latest developments involving Fed Chair Kevin Warsh’s interview with our Sara Eisen. In the stock market, Meta takes center stage. Rohit Kulkarni of Roth explains why the stock stands out and what is driving renewed optimism around the social media and AI giant. Plus, key themes in healthcare and industrials. Ayako Yoshioka of Wealth Enhancement discusses where she sees opportunity as investors rotate across sectors. John Kolovos of Macro Risk Advisors analyzes the technical picture across the S&P 500, memory stocks, biotech and the U.S. dollar and identifies the levels investors should watch next. Plus, our Deirdre Bosa examines the growing trend toward owning personal AI models and infrastructure and what it could mean for consumers, technology companies and the next phase of the AI revolution. 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.

Chip stocks had their best quarter ever while big tech lagged. What’s ahead for the second half of the trading year? Venu Krishna, Head of U.S. Equity Strategy at Barclays, makes the case that the rally still has room to run and explains what could keep stocks moving higher. Nike headlines earnings. The show breaks down the results before Robert Drbul of BTIG analyzes what they reveal about consumer demand, inventory trends and the company's turnaround efforts. Paul Hickey of Bespoke assesses the market's next phase and explains what investors should watch as earnings season continues. Plus, our Morgan Brennan reports on the outlook for space stocks following comments from NASA Administrator Jared Isaacman and examines what the latest developments could mean for SpaceX ahead of its anticipated IPO. 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.

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 wrestle with renewed pressure in technology as investors reassess leadership across the sector. Bob Elliott, CEO of Unlimited, breaks down the latest tech turmoil and explains what it means for positioning as the rally enters a new phase. Apple's memory strategy moves into focus as Mackenzie Sigalos examines reports that the company is turning to Chinese suppliers and what that could mean for the global semiconductor industry. Steve DeSanctis of Jefferies explains where opportunities may emerge as money shifts across the market. Kevin Smith of Crescat Capital argues a market pullback is approaching and makes the case for owning gold and biotech as defensive plays. Healthcare takes center stage as Angelica Peebles previews a pivotal week for big pharma. Evan Seigerman of BMO discusses whether the recent weakness has created a buying opportunity and where investors should focus across the sector. Plus, our Mike Ozanian's look at the world's most valuable sports empires and a preview of the key market catalysts coming next week. 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 Mackenzie Sigalos examines Apple's latest price increases and what growing memory demand means for hardware makers and consumers. Gabriela Santos of JPMorgan Asset Management explains how investors should approach the latest rotation across semiconductors, big tech and the broader market. Chris Perkins of Franklin Templeton discusses what it will take for digital assets to find a durable bottom and what investors should watch next. Our Kate Rooney reports on the accelerating race by OpenAI and Anthropic to reach the public markets and what it could mean for the AI investment landscape. Tim Hayes of Ned Davis Research analyzes fresh economic data and its impact on rates and equities. Leslie Picker reports on succession planning at JPMorgan and the latest developments surrounding Wall Street's largest bank. 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 Kristina Partsinevelos covers Micron's results in the latest test for the AI rally. Julian Emanuel of Evercore assesses the broader market backdrop and explains how Micron fits into the next phase of the AI trade. Mehdi Hosseini of Susquehanna reacts to the earnings report and outlines why he remains bullish on the company's outlook. UBS analyst John Lovallo explains how yields, housing earnings and policy developments are reshaping the housing market. Casey's CEO Darren Rebelez discusses the state of the consumer, spending trends across the Midwest and why pizza sales can provide a unique window into the economy. 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.

Dan Skelly of Morgan Stanley Wealth Management examines whether the market needs broader participation beyond its recent winners and explains why rotation could be critical for the rally's next phase. FedEx provides an early read on the economy. Jonathan Chappell of Evercore analyzes what they signal for transportation demand, shipping activity and broader growth trends. Oue Leslie Picker reports on Apollo's decision to curb withdrawals, putting fresh attention on private markets and investor liquidity. Brent Thill of Jefferies tackles a key question for technology investors: are gains in Microsoft and Salesforce the start of a durable recovery or simply a short-lived bounce?=Matt Bryson of Wedbush reacts to Cerebras 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, 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.

Jonathan Krinsky, Chief Market Technician at BTIG, explains the quiet outperformance in small-cap stocks and what it could signal about the market's next phase. Scott Chronert, U.S. Equity Strategist at Citi, assesses the broader outlook and where investors should focus as leadership continues to evolve. CrowdStrike CEO George Kurtz discusses cybersecurity, artificial intelligence and the company's stock performance. He also weighs in on the growing clash between Anthropic and the U.S. government and what increased scrutiny could mean for the AI industry. A look back on Alan Greenspan’s life and legacy after his passing. Priya Misra of JPMorgan Asset Management breaks down the rate outlook and explains what fixed income markets are signaling about inflation, growth and future Fed policy. Consumer credit, spending and lending trends with Scott Sanborn of Happen Bank, formerly LendingClub. 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.

Gil Luria of D.A. Davidson explains whether Intel's sharp rally on Apple-related headlines is justified and what it would take for the company to turn renewed optimism into lasting results. Katie Stockton of Fairlead Strategies highlights other areas breaking out beneath the surface and identifies where momentum is building across the market. Bob Michele of JPMorgan Asset Management breaks down the fixed income landscape and explains what bond markets are signaling about growth, inflation and rates. The show also examines a growing corporate trend as companies shift from holding large cash balances to raising debt. Mark Mahaney of Evercore tackles a surprising development in tech: every member of the Magnificent Seven has underperformed the S&P 500 over the past month. 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.

The first Federal Reserve meeting under Chair Kevin Warsh and markets react negatively as yields surge and stocks fall. David Zervos, Chief Market Strategist at Jefferies, explains how investors should interpret the Fed's message and where markets could head next. Warren Pies of 3Fourteen Research argues that bull markets do not die of old age and explains why he remains overweight equities. Michelle Meyer, Chief Economist at Mastercard, discusses how higher energy costs are affecting spending patterns and why consumers continue to adapt despite pressure on discretionary budgets. 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.

Steve Sosnick of Interactive Brokers examines growing retail investor interest in SpaceX. Memory stocks remain at the center of the market conversation: Mehdi Hosseini of Susquehanna explains why the group continues to surge and what is driving demand across the AI ecosystem. Plus, Carter Worth charts the surge. Our Oliver Renick breaks down the growing market for SpaceX-linked options and how investors are finding new ways to gain exposure. Ellen Zentner, Chief Economic Strategist at Morgan Stanley, analyzes the Federal Reserve's first meeting under Chair Kevin Warsh and what the shift could mean for rates, inflation and economic growth. 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.

Markets surge as investors respond to signs of a potential Iran peace framework and developments coming out of the G7. Keith Lerner of Truist explains what's fueling the market's latest advance and whether the rally has further room to run. Arjun Murti of Veriten discusses what it will take for energy markets to return to normal and what investors should watch next. Voyager Technologies CEO Dylan Taylor on where the industry's biggest opportunities are emerging. Our Deirdre Bosa reports on Anthropic pulling its Mythos model. Gene Munster weighs whether increasing government involvement and regulation could become a meaningful threat to AI profits and growth. Brij Khurana of Wellington Management discusses the questions facing prospective Fed Chair candidate Kevin Warsh and what investors need to know about the future direction of monetary policy. 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.

A historic debut as SpaceX became the largest IPO ever.  That stock soaring in its market debut. We discuss with FirstMark Capital’s Rick Heitzmann, Requisite Capital’s Bryn Talkington, and Plexo Capital’s Lo Toney. Plus, the analyst community beginning its coverage on that stock we speak with CFRA’s Keith Snyder who slapped a sell rating on SpaceX. And former Nasdaq Chairman and CEO Robert Greifeld weighs in on if the opening was a win for the Nasdaq and much more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets balance geopolitical uncertainty, rising anticipation around SpaceX and another busy stretch of earnings. Malcolm Ethridge, Managing Partner at Capital Area Planning Group, explains what investors should expect next as markets prepare for one of the biggest events in years. Pierre Ferragu of New Street initiates coverage on SpaceX and discusses the company's valuation, growth prospects and place in the market. Adobe earnings take center stage as Brian Schwartz of Oppenheimer reacts to the results and what they mean for enterprise software spending and AI adoption. Our Julia Boorstin examines why Disney emerged as a major winner from the NBA and NHL Finals and what that means for sports rights and media economics. Former Nasdaq CEO Bob Greifeld discusses what could become the largest IPO in history, how investors may respond and whether markets can absorb a deal of this size. Lennar earnings also provide a fresh read on housing demand. Elizabeth Burton, Chief Strategist at Fortress Investment Group, analyzes what recent capital raising by Oracle, Alphabet and other technology companies reveals about the state of credit markets and private equity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Blackrock’s Rick Rieder maps out his forecast for the market, Fed and upcoming IPOs. Plus, Goldman Sachs’ Tony Pasquariello gives his instant reaction to the Dow’s big jump during the last hour of trading today. And, Oliver Renick looks at the options in space stocks ahead of SpaceX’s highly anticipated market debut. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Binky Chadha, Chief Global Strategist at Deutsche Bank, discusses the ongoing rotation beneath the surface of the rally and where investors should look for opportunity next. Oracle takes center stage as Brent Thill of Jefferies reacts to the company's results and what they signal for enterprise software and AI spending. Paul Abrahimzadeh of 1789 Capital discusses his early investment in SpaceX and explains why he passed on OpenAI and Anthropic. Trader Guy Adami joins to discuss Oracle, metals and the broader commodity backdrop. Then, our Alex Sherman reporting live from Madison Square Garden on a banner year for the NBA, team valuations and the outlook for MSG stock before a final 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.

Bryn Talkington from Requisite Capital, Carson Group’s Ryan Detrick and Wilmington Trust’s Meghan Shue tell us how they view the market volatility. Plus, Helima Croft from RBC weighs in on the oil market as tensions with Iran re-escalate. And, Mohamed El-Erian of Allianz tells us what he’s expecting from next week’s fed meeting. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors weigh rising rates, a weakening software trade and fresh geopolitical uncertainty. Marta Norton of Empower assesses the broader market backdrop and explains where investors should focus as volatility returns. KeyBanc’s Jackson Ader examines the software slump and previews Oracle earnings as investors look for signs that enterprise technology spending remains healthy. Apple comes under pressure following WWDC: our Mackenzie Sigalos breaks down the market reaction and what investors expected from the event. Jonathan Krinsky of BTIG argues investors may not be out of the woods yet and explains what the technical picture says about the rally. Plus, Crusoe CEO Chase Lochmiller weighs in on data center weakness concerns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lightstreet Capital’s Glen Kacher tells us how he is navigating the turbulent tech trade right now. Plus, Alex Kantrowitz from Big Technology and Plexo Capital’s Lo Toney help us game out the IPO pipeline ahead of the SpaceX IPO. And, Fundstrat’s Tom Lee tells us if he thinks tech is in some serious trouble. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks resumed their climb while investors wrestle with a key question: has the market come too far too fast? Brian Kersmanc of GQG Partners weighs whether stocks are approaching a top or still have room to run. Gargi Chaudhuri of BlackRock joins to discuss stock valuations, the economy and what the Federal Reserve could do next as investors navigate a changing backdrop. We get first reaction to Apple's Worldwide Developers Conference. Nilay Patel of The Verge and Jay Goldberg of Seaport analyze the company's latest announcements and what they mean for Apple's position in AI and consumer technology. Joe Mazzola of Charles Schwab discusses what retail investors are doing with their money and whether anticipation around a potential SpaceX offering is influencing investor behavior. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We discuss all the biggest headlines from Apple’s big event with super analyst Dan Ives of Wedbush, Big Techology’s Alex Kantrowitz and Capital Area Planning’s Malcolm Ethridge. Plus, Space X is expected to begin trading at the end of the week. We drill down on how investors might be positioning ahead of that big IPO. And, Schwab’s Liz Ann Sonders weighs in on today’s market rebound. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stephanie Aliaga, Global Market Strategist at JPMorgan Asset Management, joins to assess the market backdrop and explain how investors should position as rates move higher and the AI trade takes a breather. Leslie Picker reports on new comments from Elon Musk during a SpaceX roadshow and the growing anticipation surrounding the company's future plans. The jobs market takes center stage next. Apollo Chief Economist Torsten Slok reacts to the latest employment data and explains what it means for growth, inflation and the Federal Reserve. Howard Silverblatt examines why the S&P 500's rules could keep SpaceX out of the index despite investor enthusiasm. Seema Mody reports on efforts by brokerages to give retail investors more ways to gain exposure to SpaceX. The episode also explores the sharp decline in crypto-related stocks and asks whether Bitcoin is finally finding a bottom or whether the crypto winter still has further to run. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does today’s weakness in tech say about the market’s potential next move? We discuss with Hightower’s Stephanie Link, Fundstrat’s Tom Lee and Wharton School Professor Jeremy Siegel. Plus, we break down what to watch from Apple’s upcoming Worldwide Developers Conference with Alex Kantrowitz from Big Technology and Wedbush’s Dan Ives. And, we tell you what’s behind crypto’s ugly week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors look beyond semiconductors and ask whether the rest of the market can carry the rally forward. Charles Kantor of Neuberger weighs whether leadership can broaden beyond AI and chips and identifies where investors may find the next opportunities. Lululemon headlines earnings. Janine Stichter of BTIG reacts to the results. Other stories include Blackstone restricting withdrawals from a flagship fund, pressure on Netflix, and whether Bitcoin may finally be finding a bottom. Our Pippa Stevens reports on the spread of flesh-eating parasites from Texas while Elanco Animal Health CEO Jeffrey Simmons discusses the risks to agriculture and livestock. Our Leslie Picker examines Wall Street's growing obsession with SpaceX and what it means for private markets. The show also explores Coinbase's move into perpetual futures tied to pre-IPO companies. John Kolovos, Head of Technical Strategy at Macro Risk Advisors, breaks down market internals and explains what the charts are saying about the rally's durability. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Move over Nasdaq … it is the Dow that surged to a new record high today. We drill down on that massive move with Partners Group’s Anastasia Amoroso, Solus’ Dan Greenhaus and Sofi’s Liz Thomas. Plus, SpaceX kicked off its roadshow – targeting an eye-popping $1.8T valuation. The Dean of Valuation Aswath Damodaran weighs in on this blockbuster IPO. And, we break down what to watch from Lululemon and Docusign when those names 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.

Markets digest a fresh round of earnings, falling crypto prices and growing anticipation around SpaceX. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, breaks down the market's latest theme and explains what investors should focus on as stocks continue to climb. The show also examines Bitcoin's ongoing decline and why some analysts expect additional downside before sentiment stabilizes. Broadcom headlines earnings. Stacy Rasgon of Bernstein reacts and explains what they mean for AI infrastructure, semiconductors and tech spending. Andrzej Skiba, Head of Fixed Income at RBC Global Asset Management, explains what shifting yields mean for investors and the economy. Plus, new developments surrounding a potential SpaceX filing and what it could mean for public markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner speaks exclusively to John Waldron – Goldman Sachs President and COO – about market exuberance, the AI arms race, upcoming IPO’s and more. Plus, top tech analyst Mark Mahaney gives his take on Alphabet’s upsized stock sale. And, we run through all the key metrics to look for from Broadcom and Crowdstrike’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.

Investors digest cybersecurity earnings, AI developments and shifting risk appetite. Mandy Xu of Cboe explains how options traders are positioning and where speculative activity is building. Palo Alto Networks headlines earnings. Saket Kalia of Barclays breaks down the results and what they signal for cybersecurity spending, enterprise demand and the broader software landscape. Ulta and GitLab add fresh reads on the consumer and technology spending. A major conversation on AI in healthcare: our Kate Rooney sits down with Microsoft AI CEO Mustafa Suleyman and Mayo Clinic CEO Dr. Gianrico Farrugia to discuss how artificial intelligence is transforming medicine, research and patient care. Sunhaina Sinha of Raymond James discusses the capital raising environment and whether funding conditions are improving for companies and investors. 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 could be next for stocks’ record run with Schwab’s Kevin Gordon and Northwestern Mutual’s Matt Stucky. Plus, star analyst Dan Ives gives his instant reaction to the biggest headlines out of Microsoft’s Developer Conference. And, Goldman Sachs’ Greg Calnon tells us where he is seeing further upside in 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.

Our Kristina Partsinevelos breaks down Nvidia’s push into the PC market and explains why investors see it as a potential new catalyst after earnings. Then our Kate Rooney reports on Anthropic’s confidential IPO filing and brings reaction to the latest comments from OpenAI CEO Sam Altman. Dan Niles weighs whether the AI landscape is entering a new phase and identifies the winners and losers emerging across tech. Mike turns to the dashboard to track Berkshire Hathaway’s investment performance and a new position in homebuilder Taylor Morrison. Steve Wieting, Chief Investment Strategist at Citi Wealth, assesses the broader market outlook and where investors should focus next. Healthcare takes center stage as Angelica Peebles reports from ASCO with exclusive comments from Eli Lilly’s head of oncology. Jared Holz of Mizuho breaks down the biggest takeaways for biotech and pharmaceutical stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We kick off the month of June with our all-star panel – iCapital’s Sonali Basak, Invesco’s Brian Levitt and HSBC’s Max Kettner. Plus, Box CEO Aaron Levie weighs in on the big turnaround in software stocks. And, star analyst Oliver Chen tells us what he’s expecting from a big week for retail earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets continue their advance as investors debate whether leadership is finally broadening beyond AI and megacap tech. Keying in on a massive move in Dell: Matthew Niknam of Truist maintains a Hold rating and explains why he still sees limits to the upside. Warren Pies of 3Fourteen Research makes the case that the rally has room to broaden and argues the data does not support the idea that AI has become a bubble. We deep dive on recent big winners: Robinhood surges as investors embrace new product launches, higher price targets and AI-driven initiatives. Ford posts a remarkable gain as Wall Street responds to domestic manufacturing themes and improving sentiment around the automaker. Lower oil prices boosting the discretionary sector as Hyatt CEO Mark Hoplamazian discusses consumer behavior, travel demand and the outlook for the industry. Our Morgan Brennan sits down with Agriculture Secretary Brooke Rollins at the Reagan National Forum to discuss policy priorities and the state of the economy. Finally Bradley Tusk of Tusk Ventures tackles one of the market's biggest questions: if Anthropic is approaching a trillion-dollar valuation, SpaceX is worth trillions and stocks like Dell continue to surge, are investors witnessing another bubble or simply the next phase of technological transformation? 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.

How long can stocks continue to fly high without a bigger broadening trade? We discuss with Schwab’s Chief Investment Strategist Liz Ann Sonders. Plus, Former Federal Reserve Chairman Richard Clarida tells us why he is revising his rate forecast for 2026. And, stocks hit new highs on hopes for a deal between the US and Iran. When an agreement is reached, what does it mean for areas of the market that have surged and those that haven’t? Renaissance Macro’s Jeff DeGraaf tells us what he thinks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors parse a critical wave of software earnings and shifting market leadership. Adam Crisafulli of Vital Knowledge breaks down the market’s latest theme and explains what strong software results could mean for the broader rally. Our Leslie Picker reports on Jamie Dimon’s latest comments around succession planning and what they signal for Wall Street leadership. Salesforce, Snowflake, HP, Marvell and Synopsys all report earnings giving investors a fresh read on enterprise spending, AI demand and infrastructure growth. Brent Thill of Jefferies reacts to the software results and explains where the sector goes next. Plus, the sharp drop in Zscaler and what it says about cybersecurity stocks and investor expectations with Evercore’s Peter Levine. 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.

Micron powered tech higher and the Nasdaq to a record close as investors continue to pile into the stock. Melius Research’s Ben Reitzes breaks down the market action in the chips sector and his latest move upping the price target on both Apple and Dell. Our Annika Kim Constantino breaks down Eli Lilly’s three new acquisitions then our Seema Mody on the speculation SpaceX and Tesla could merge into a single public company. DataTrek’s Nick Colas on how the public markets are preparing for SpaceX’s mega-IPO. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We drill down on two big stories in tech: Apple’s record run and Micron’s market cap momentum. Dan Greenhaus from Solus, Abby Yoder from JP Morgan and NewEdge Wealth’s Cameron Dawson weigh in on those mega moves. Plus, author and thought leader Walter Isaacson gives his take on the war of words over the future of AI. And, star retail analyst Matthew Boss tells us what he is watching ahead of some critical earnings in that sector. 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 the holiday weekend with investors balancing Fed speculation, rising valuations and questions about the consumer. Our Matthew Peterson weighs in Kevin Warsh’s confirmation and what changes could be ahead. Cameron Dawson, CIO at NewEdge Wealth, joins to debate whether investors should favor stocks or bonds from here. Nasdaq Private Market CEO Tom Callahan discusses soaring valuations and the company’s new partnership with Polymarket. The focus turns to inflation and the consumer: Ron Shaich, Chairman of Cava, discusses food prices heading into Memorial Day weekend and explains how consumers are adapting to persistent inflation pressures. Plus, the growing race to bring more ETFs to market and closes with a look at the changing economics of entertainment as Julia Boorstin asks whether Star Wars movies still carry the same box office force they once did. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How long can this rally last? Trivariate’s Adam Parker. Robinhood’s Stephanie Guild and Solus’ Dan Greenhaus tell us what they think. Plus, former Dallas Fed President Richard Fisher tells us what he is expecting from a Warsh-led Fed. And, is bitcoin fundamentally broken? Oliver Renick tells us why the options market may hold the answer. 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 assesses the broader market backdrop and where leadership may emerge next. Retail earnings stay in focus: Chris Horvers of JPMorgan explains what recent reports reveal about the consumer and spending trends across the economy. Workday, Zoom, Deckers, Ross Stores and Take-Two Interactive all add fresh signals across software, retail and gaming. Our Kate Rooney reports on the next big private market story involving OpenAI while Alex Kantrowitz discusses AI policy, IPO dynamics and the latest developments across the sector. Ashok Bhatia of Neuberger Berman examines whether the debt fueling the AI boom could become a problem for bond 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.

What’s riding on Nvidia? We discuss with Intelligent Alpha’s Doug Clinton, Requisite Capital’s Bryn Talkington and Bernstein’s Stacy Rasgon. Plus, OpenAI is racing to go public. We discuss all the details with Big Technology’s Alex Kantrowitz. And, top technician Jeff DeGraaf is flagging two parts of the market he’s extremely bullish about right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Kristina Partsinevelos breaks down why chips look overbought and overstretched and what it means for the broader AI trade. Brij Khurana of Wellington Management explains the latest move in bond yields and what fixed income markets are signaling about growth and inflation. Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, assesses the broader market backdrop and where investors should position next. Google takes center stage after its latest I/O event. Our Mackenzie Sigalos is live on the scene, highlighting highlights key announcements while Mark Mahaney of Evercore discusses Google’s push deeper into AI and why the stock is approaching a $5 trillion market cap. Plus, China’s humanoid robot push. Our Eunice Yoon reports on a new robotics school designed to accelerate development. Chad Anderson of Space Capital previews a possible SpaceX IPO prospectus and what it could mean for private markets and investor demand. Finally David Bellinger previews earnings from Target and Walmart and what they could reveal about the state of the consumer. Our Contessa Brewer closes the show with the latest on Polymarket’s deal with Nasdaq and the growing role of prediction markets in finance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the momentum trade in jeopardy of further declines? We discuss with Solus’ Dan Greenhaus and Sofi’s Liz Thomas. Plus, private equity pain is spilling into the NFL. Mike Ozanian breaks down the big money. And, Goldman’s Chief US Equity Strategist Ben Snider tells us what’s at stake for the market as we gear up for Nvidia earnings tomorrow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Kate Rooney reports on Elon Musk losing his case against Sam Altman and OpenAI. John Belton of Gabelli Funds previews Nvidia’s upcoming earnings report and where he is placing his bets. Bank of America reinstates bullish ratings on ServiceNow and Salesforce; the analyst behind the call, Tal Liani, breaks down the competition and where investors should focus. Alan McKnight of Regions and Kevin Gordon of Charles Schwab debate the market outlook and where investors should position from here. Plus, our Angelica Peebles reports on a sharp decline in Regeneron and what it means for biotech investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ed Yardeni made a big call for a rate hike in July. He joins us to explain his case. Plus – President Trump says he’s postponing a “scheduled attack of Iran tomorrow.” We get instant reaction to that news from Hightower’s Stephanie Link and JP Morgan’s Meera Pandit. And, star venture capitalist Rashaun Williams from Value Investment Group tells us which company will be the clear winner in the AI race to go public. 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 examines the economic outlook and weighs in on Jerome Powell, Kevin Warsh and the direction of Fed policy. Our Eamon Javers and Eunice Yoon break down the latest U.S.-China dynamics including the difference in tone between the two leaders, Nvidia’s position in the global AI race and tensions surrounding Taiwan. Our Morgan Brennan reports from Alaska alongside Energy Secretary Doug Burgum to discuss energy strategy, infrastructure and domestic production priorities. Jay Goldberg of Seaport breaks down the price action in chips this week and what a possible Samsung labor strike would mean for the industry. 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 climb and investors turn their attention to the next major AI IPO: Cerebras. Eric Vishria of Benchmark and a Cerebras board member joins to discuss why the company’s debut matters for markets and what it could mean for the broader AI ecosystem. Keith Lerner of Truist explains what it means for the Dow to reclaim 50,000 and whether momentum can continue. Our Angelica Peebles reports on a key Alzheimer’s trial from Biogen and what it could mean for biotech and drug development. Our Eamon Javers reports from China on the latest developments surrounding President Trump’s meetings while Michael Froman of the Council on Foreign Relations analyzes what the U.S. may have gained and the implications for Taiwan and global trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does the Cerebras IPO say about the current state of the AI craze on Wall Street? We discuss with JP Morgan’s Gabriela Santos, Humilis Investments’ Brian Belski and Solus’ Dan Greenhaus. Plus, we discuss the Fed’s next era with Former Dallas Fed President Richard Fisher. He tells us what he thinks of Powell’s legacy and what he expects from a Warsh-led Fed.  And, Intelligent Alpha’s Doug Clinton tells us how he is playing the tech trade – with the Nasdaq at record highs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BlackRock’s Jeff Rosenberg, explains why investors still can’t fully hedge rate risk and what it means for portfolios. Eamon Javers reports from China as President Trump meets with leaders while Eunice Yoon adds the Beijing perspective. Cisco headlines earnings. Amit Daryanani of Evercore reacts to the results and what they signal for enterprise tech and spending trends. Our Kristina Partsinevelos previews the Cerebras IPO and explains why it could be the biggest deal of the year in AI infrastructure. Drew Pettit, U.S. Equity Strategist at Citi, makes the case for sticking with high momentum names that still have earnings support. Our Brandon Gomez breaks down how higher gas prices are starting to hit consumer behavior including beer sales and broader spending patterns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two key questions swirl as the tech trade continues to run – bubble trouble or don’t fight the tape? Alger’s Ankur Crawford tells us what she thinks. Plus, top wealth advisor Sherry Paul from Morgan Stanley breaks down the key parts of the market beyond tech that she’s betting on right now. And, we drill down on two big stock stories of the day: Cerebras’ IPO and a mega move from Alibaba. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Olaolu Aganga, Head of Portfolio Construction at Citi Wealth, breaks down positioning and where investors should focus next, plus what she’s telling clients. Commodities take center stage with moves across copper, oil and agriculture shaping the broader trade. The show also explores emerging markets for power and energy infrastructure along with pressure in athleisure as Under Armour struggles. Mike heads to the dashboard to track wage growth and what it signals for the economy. Beeneet Kothari of Tekne Capital Management explains why Asian markets are hitting new highs and makes the case for Chinese tech as a key opportunity. Kate Rooney reports on Sam Altman’s testimony and ongoing scrutiny in the AI space. Angelica Peebles examines uncertainty around the FDA and what it means for healthcare and biotech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner speaks to some of the biggest names on Wall Street live at the Sohn Conference in New York City. We bring you one-on-one interviews with famed short-seller Jim Chanos, Greenlight’s David Einhorn, Avenue Capital’s Mark Lasry and the great software investor Orlando Bravo of Thoma Bravo. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets wrestle with a powerful tech rally and potential skepticism around AI. Daniel Newman of Futurum Group argues the tech trade still has room to run while David Snyder of Journey 1 Advisors warns the AI bubble is set to burst. Our Meghan Cassella previews a key China-Xi meeting and highlights the CEOs planning to attend in Beijing. Then our Kristina Partsinevelos breaks down the upcoming Cerebras IPO and what it means for the next wave of AI infrastructure players. Chris Verrone of Strategas explains why the market continues to melt up but shows early signs of strain beneath the surface from a technical level. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Chip stocks extended their recent strength: Nvidia, Micron, Intel, Sandisk and more hit record highs. Tech also caught a bid. iCapital’s Sonali Basak breaks down the market action. Fairlead’s Katie Stockton on why she is calling for a breakout in Tesla. Apollo’s Torsten Slok breaks down the AI impact on the labor market – and what it means for inflation. Plus, what’s causing the recent rally in bitcoin with Pantera Capital’s Cosmo Jiang. 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.

Markets power through a heavy earnings slate. Charles Kantor of Neuberger highlights a sharp pickup in earnings growth and explain what it means for valuations and market leadership. Big names report across sectors. Coinbase, Airbnb, CoreWeave, DraftKings, Expedia, Gilead and Lyft all deliver results that shape sentiment across crypto, travel, tech and biotech. DraftKings CEO Jason Robins reacts to earnings and discuss the outlook for sports betting and consumer demand. John Kolovos of Macro Risk Advisors breaks down the technical picture and explains what the charts are signaling as markets digest the latest moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How should investors play the AI runway? We discuss with Requisite Capital’s Bryn Talkington, Bank of America’s Chris Hyzy and JPMorgan’s Stephanie Aliaga. Plus, Anthropic revealed some eye-popping new growth numbers. We discuss and debate with venture capitalist and Anthropic investor Lo Toney. And, star analyst Mike Mayo joins us fresh off Citigroup’s investor day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets push higher on the back of AI momentum and a fresh wave of earnings. Melius Research’s Ben Reitzes examines whether the semiconductor trade can keep running as momentum builds across the space. Tom Hancock of GMO joins to break down how to play a market increasingly driven by AI concentration and where he still sees opportunity including semis, mega cap tech, healthcare and payments. Earnings results from Arm, DoorDash, Snap, Zillow and AppLovin shaping sentiment across tech, housing and consumer platforms. Yie-Hsin Hung, CEO of asset-management giant State Street Asset Management, discusses the growing push into private markets and what it means for investors. Jeremy Wacksman, CEO of Zillow, breaks down the state of housing and the company’s outlook as the stock faces pressure this year. 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.

S&P 500, Nasdaq notch fresh records as stocks push higher after the price of oil fell and Treasury yields eased lower. RBC’s Lori Calvasina breaks down the market backdrop and where leadership is emerging. Semis take center stage with AMD earnings. Chris Rolland of Susquehanna gives instant reaction. Plus, a check in on a continued melt up across semiconductor names and what’s driving the surge. Bob Michele, Head of Global Fixed Income at JPMorgan, joins to answer a key question: are rising rates the next threat to this rally. 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.

Markets push through a busy earnings slate as investors weigh strong results and rising expectations. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, explains why the bar for earnings beats remains high and what it means for stocks from here. Instant analysis and reaction to Palantir earnings with Gil Luria of D.A. Davidson. Dennis Geiger of UBS looks ahead to McDonald’s earnings and explains why he sees an attractive risk reward setup. Our Angelica Peebles reports on the next phase of the weight loss drug story as pills from Eli Lilly and Novo Nordisk begin to reshape the GLP-1 market and expand demand. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman’s Tony Pasquariello breaks down his forecast for markets, earnings and much more. Plus, Vista Equity Group’s Robert Smith joins David Faber from the Milken Conference with his take on the recent rally in software. And Strategas’ Chris Verrone weighs in on the interest rate landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ayako Yoshioka of Wealth Enhancement Group talks positioning after a strong April and where investors should focus next. Oil stays front and center: Sam Margolin of Wells Fargo breaks down how energy stocks are reacting to Exxon and Chevron earnings. Katie Stockton of Fairlead Strategies analyzes the technical setup and whether recent momentum can continue.  Mike Santoli is in Omaha, NE ahead of Berkshire’s annual meeting, previewing what to expect from CEO Greg Abel as he takes charge for the first time. Longtime Berkshire watcher Chris Bloomstran of Semper Augustus on what he is watching most closely tomorrow. Barbara Doran of BD8 Capital highlights the biggest winners and what’s working in this market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How much momentum is left in this market? Fundstrat’s Tom Lee tells us what he’s thinking. Plus, Morgan Stanley’s Erik Woodring breaks down his first take on Apple’s earnings. And, Ed Yardeni tells us if he thinks investors should buy in May. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A critical round of earnings led by Apple—we bring you the numbers and instant analysis with Maxim Group’s Tom Forte and Bernstein’s Mark Newman. Venu Krishna, Head of U.S. Equity Strategy at Barclays, assesses the market backdrop and what this earnings cycle means for stocks. Memory names report earnings too. Amit Daryanani of Evercore reacts to developments across the space and what they signal for demand tied to AI and data infrastructure. Atlassian CEO Mike Cannon-Brookes joins the show to discuss growth, enterprise demand and the evolving software landscape. 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’s at stake from Apple’s big report in Overtime with Alger’s Dan Chung, Big Technology’s Alex Kantrowitz and Wedbush’s Dan Ives. Plus, one of the nation’s top financial advisors – Chris Toomey of Morgan Stanley – tells us how he is advising his clients right now. And, we drill down on the massive move in Eli Lilly ahead of Amgen’s numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta, Microsoft, Amazon and Alphabet all report quarterly earnings. The four companies represent more than 15% of the S&P 500. We bring you the numbers and instant analysis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Jerome Powell held his last news conference as head of the Federal Reserve – leaving rates unchanged. DoubleLine’s Jeffery Gundlach breaks down his forecast for rates, gold, the economy and much more. And, it’s a big day for mega-cap earnings. We discuss what’s at stake with Requisite’s Bryn Talkington, Odyssey Capital’s Jason Snipe and Evercore’s Mark Mahaney. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A wave of major earnings drives the market narrative: Visa, Seagate, Starbucks, Booking Holdings, Robinhood and more. Matt Bryson of Wedbush reacts to Seagate’s strong quarter and what they signal for storage, AI demand and the broader tech cycle. Plus, the latest developments at OpenAI and what they could mean for competition across big tech and AI platforms. Steven Wieting, CIO and Chief Investment Strategist, assesses the broader market backdrop and how investors should position as earnings accelerate. Nick Setyan of Mizuho reacts to the Starbucks and outlines what it says about consumer demand 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.

New worries about OpenAI bringing up some new questions about the state of the tech trade. We discuss with Big Technology’s Alex Kantrowitz. Plus, Former St. Louis Fed President James Bullard tells us what he is expecting from Fed Chair Powell’s last Fed meeting. And, Goldman Sachs’ Sara Naison-Tarajano breaks down what could supercharge earnings growth this quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets gear up for a wave of major earnings this week as trillions in market cap prepare to report. John Belton of Gabelli Funds previews the stakes for markets as earnings season ramps up. Anastasia Amoroso of Partners Group and Bob Elliott of Unlimited debate the outlook for markets, earnings, the Fed and policy risks. Healthcare moves into focus as Angelica Peebles reports on a potential new frontier in heart attack treatment while Goldman’s Asad Haider looks ahead to pharma earnings like Lilly and Merck and what investors should expect. 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 Steve Liesman reports the latest regarding the Powell probe while former Dallas Fed President Richard Fisher weighs in on what it means for the Fed and market confidence. Warren Pies of 3Fourteen Research lays out a bold call: upgrade equities, downgrade bonds and stay long oil. The episode also examines how geopolitical tensions are showing up in corporate earnings. Companies like Procter & Gamble warn of rising commodity costs and growing profit pressure tied to global instability. Adam Crisafulli of Vital Knowledge previews what he calls the most important week of earnings and explains what investors should watch. Intel takes focus as a stock of the week. Frank Lee of HSBC explains why he upgraded the name ahead of earnings—and its more than 20% jump higher. Our Angelica Peebles breaks down new GLP-1 prescription data and the growing valuation gap across healthcare as the weight loss drug market continues to evolve. 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.

Intel takes center stage after the stock soared on earnings. Gil Luria of D.A. Davidson analyzes what they mean for the semiconductor landscape and AI competition. Cameron Dawson, CIO at NewEdge Wealth, and Steve Sosnick of Interactive Brokers debate the market outlook and how investors should position from here. Huntington Bank CEO Stephen Steinour discusses bank earnings and what they signal for lending and the economy. Rodney Comegys, CIO at Vanguard Capital Management, examines the IPO market and whether activity is picking up. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tensions with Iran continuing to flare and earnings season is starting to kick into high gear. So, what’s at stake for the market’s record run? We discuss with Wealth at Neuberger’s Shannon Saccocia, iCapital Sonali Basak and BNY Wealth’s Alicia Levine. Plus, Wedbush’s Matt Bryson tells us what he is expecting from Intel’s results in Overtime. And, Ed Yardeni from Yardeni Research tells us the one beaten-down sector he sees as a buying opportunity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick, lays out the broader market theme and explains how investors should think about positioning as earnings and macro forces collide. Tesla headlines earnings. Seth Goldstein of Morningstar reacts to the results and what they signal for demand, margins and the EV landscape. Reports from IBM, Lam Research, ServiceNow and Texas Instruments add further insight into enterprise tech, semis and AI-driven spending trends. Gargi Chaudhuri of BlackRock on the firm’s spring outlook and discusses where she sees opportunity across equities and portfolios. 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.

Stephanie Aliaga of JPMorgan Asset Management joins on set to assess the market backdrop and where opportunities remain. Interactive Brokers Chairman Thomas Peterffy reacts to earnings and discusses trading trends and investor activity. United Airlines and Capital One reports add further insight into travel demand and consumer health. Henry McVey of KKR steps back to frame the big picture for markets and global investing. Plus, SpaceX’s analyst day as it prepares for a monster IPO. Chad Anderson of Space Capital explains what it reveals about the future of the space economy and investment opportunities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does the looming ceasefire deadline mean for the market? We discuss with Sofi’s Liz Thomas, Citi’s Kate Moore and Hightower’s Stephanie Link. Plus, Apple named a new CEO. We break down all the details and what it could mean for the stock with shareholder Bryn Talkington and best-selling author Leander Kahney. The IGV software ETF is on its 7th day of straight gains. Vista Equity Partners’ Ashley MacNeill tells us what her forecast for the space looks like. And, Former Dallas Fed President Richard Fisher weighs in on the confirmation hearing for Fed Chair Nominee Kevin Warsh. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple said Tim Cook will become executive chairman and John Ternus will be the new CEO starting September 1. We have the first and instant reaction with analysts Gil Luria and Patrick Moorhead along with Deepwater Asset Management’s Gene Munster. 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 taking a quick breather or is something bubbling beneath the surface? We discuss with Solus’ Dan Greenhaus, JPMorgan Private Bank’s Abby Yoder and Ayako Yoshioka from Wealth Enhancement Group. Plus, Federal Reserve Chair Nominee Kevin Warsh made some headlines this afternoon. The details – and what it could mean for the economy with Allianz’ Mohamed El-Erian. And, Alex Kantrowitz from Big Technology breaks down all things big tech – from Adobe’s summit to a new report on Marvell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets stage a rapid recovery alongside a massive move in oil. Keith Lerner of Truist explains the market’s lightning fast rebound and what it says about momentum and positioning. Charles Bobrinskoy of Ariel Investments adds a note of caution, arguing stocks are getting more fully valued even as opportunities remain beneath the surface. Jason Gableman of TD Cowen analyzes oil and energy stocks and where the trade goes next. Priya Misra of JPMorgan Asset Management breaks down moves in yields and what they signal for investors. Will Power of Baird discusses what drove Microsoft’s best week in 10 years. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

So, what is next for this record setting rally? We discuss with Partners Group’s Anastasia Amoroso. Plus, airline analysts are cutting their forecasts ahead of a busy week of earnings for the sector. We discuss with top analyst Savanthi Syth from Raymond James. And, Capital Wealth Planning’s Kevin Simpson breaks down 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.

Markets push to fresh record highs as earnings take center stage and investors lean into momentum. Liz Ann Sonders of Charles Schwab explains what’s driving the rally and whether markets can continue climbing from here. Netflix headlines earnings. Mark Mahaney of Evercore reacts and outlines what it means for growth, margins and the streaming landscape. Alcoa adds another key signal. Our Morgan Brennan covers the results and has an exclusive interview with CEO Bill Oplinger to discuss demand trends and what they reveal about the broader economy. Darrell Cronk of Wells Fargo assesses whether earnings can push stocks even higher and what investors should watch next. Our Phil LeBeau reports on a potential jet fuel shortage and what it could mean for airlines and travel demand. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our all-star panel of Hightower’s Stephanie Link, Sofi’s Liz Young and Trivariate’s Adam Parker tell us how they’re positioning with stocks at highs. Plus, former Treasury Secretary Hank Paulson said US officials should prepare for a “vicious” crash in treasuries. Allianz’s Mohamed El-Erian weighs in. And we run through what to watch from Netflix’s numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.