Closing Bell

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

The President says he has settled on a new fed chair in a new interview with the New York Times. We discuss with the Wall Street Journal’s Nick Timiraos. Plus, Walter Isaacson gives his take on some high-profile announcements out of the White House over the past 24 hours aimed at big business. And, Apollo’s Torsten Slok maps out his outlook for the economy and where he sees rates headed in 2026.

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Markets move as Washington takes center stage, with Eamon Javers reporting on White House actions rippling through oil, defense, and housing, including new limits that could keep institutional investors out of single-family homes. Tony Bancroft of Gabelli weighs in on proposals to restrict pay, buybacks, and dividends for defense companies. Victoria Greene of G Squared Private Wealth and Kevin Gordon of Charles Schwab break down the market action and talk positioning and risk. Venezuela’s oil outlook with our Brian Sullivan and the geopolitical stakes involving China with former U.S. Ambassador to China Nicholas Burns, before Tim Seymour ro...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in busines

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Our Pippa Stevens breaks down the record action across metals including gold, silver, copper, and nickel. Gargi Pal Chaudhuri, BlackRock’s head of iShares Investment Strategy Americas, connects geopolitics and market positioning heading into 2026. Jason Marczak of the Atlantic Council on what’s next for Venezuela and South America. Highlights from Nvidia CEO Jensen Huang and AMD CEO Lisa Su at CES. Deere CFO Josh Jepsen on the company’s push into tech and automation.

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Where does this rally go from here? Strategas’ Chris Verrone, BNY’s Alicia Levine and Requisite Capital’s Bryn Talkington discuss. Plus, Rick Heitzmann from Firstmark Capital breaks down his outlook for the IPO market in 2026. And, Mohamed El-Erian weighs in on what he's watching from the upcoming jobs report.

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Global risk with Barry Knapp of Ironsides Macroeconomics and Drew Pettit of Citi Research who break down market reaction to developments in Venezuela, followed by a big-picture look at what comes next with Richard Haass, former president of the Council on Foreign Relations. Energy stocks and oil markets take center stage with Andy Lipow of Lipow Oil Associates. Tech outlook with John Belton of Gabelli Funds. L3Harris CFO Ken Bedingfield on geopolitical hotspots and Venezuela. 

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Can stocks post a fourth-consecutive strong year? We discuss with Solus’ Dan Greenhaus, NewEdge’s Cameron Dawson and iCapital’s Sonali Basak. Plus, we discuss what’s at stake for the oil markets following the removal and arrest of Venezuela’s President Maduro with Bryn Talkington from Requisite Capital. And, Bill Miller IV from Miller Value Partners breaks out his 2026 crypto playbook. 

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

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

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

Morgan Brennan sits down with John Serafini, HawkEye 360 CEO, on the latest episode of Manifest Space. They discuss the company’s role in tracking sanctioned vessels around the world -- so-called “dark vessels.” Plus, how HawkEye 360’s latest acquisition fits into the long-term strategy and if an IPO is in the cards. 

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

David Trainer of New Constructs on what fundamentals are really saying about today’s market. Stephen Tusa of JPMorgan breaks down the state of industrials and Alan Ratner of Zelman assessing real estate trends and risks. Our Steve Kovach examines whether artificial intelligence is becoming commoditized faster than investors expected.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

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

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What could be in store for your money in the new year? We discuss with Fundstrat’s Tom Lee, Hightower’s Stephanie Link and CIBC Capital Markets’ Chris Harvey. Plus, Jeff DeGraaf from Renaissance Macro tells us which three sectors he is avoiding right now. And, Former Dallas Fed President Richard Fisher tells us what he thinks is next for rates. 

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Scott Wren of Wells Fargo Investment Institute on global strategy and positioning, plus Steve Liesman wraps his key interview with Fed Governor Christopher Waller. Apple’s outlook with Craig Moffett of MoffettNathanson. The Goldman biotech outlook with Salveen Richter of Goldman Sachs. Next week’s market catalysts with Adam Crisafulli of Vital Knowledge.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

Evercore’s Julian Emanuel breaks down today’s market action and what’s in store for investors in 2026. White House AI and Crypto Czar David Sacks on the latest AI executive order from the Trump administration, the government’s strategy on exports to China and worries about job loss. ServiceNow CEO Bill McDermott talks the company’s AI strategy, dealmaking and more. Plus, our Eunice Yoon reports on China’s AI toymakers.  

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. 

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

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

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

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Morgan Brennan sits down with Will Marshall, Planet Labs CEO, on the latest episode of Manifest Space. They discuss how the company is using AI in its satellite imagery to help countries quickly identify the location of security and economic threats around the world. Plus, the natural advantages for data centers in space—and how Planet Labs how to capitalize on the opportunity. 

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

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David Zervos of Jefferies shares his take on what the Fed’s move means for markets and the economy. Earnings from Oracle, Adobe and Synopsys, with Rishi Jaluria of RBC Capital Markets breaking down Oracle’s results and Sassine Ghazi, Chief Executive Officer of Synopsys, discussing the company’s outlook. Brian Moynihan, Chief Executive Officer of Bank of America, weighs in on the broader Fed and economic backdrop. Barbara Doran of BD8 Capital and Brent Schutte, Chief Investment Officer of Northwestern Mutual, unpack what the Fed, Oracle and earnings season mean for investors.

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Fed Chair Powell followed the committee’s decision to cut interest rates by 25 basis points, while signaling a higher bar for the next cut. DoubleLine Capital’s Jeffrey Gundlach joins Scott Wapner with his first take on the decision, Powell’s news conference and his own market forecast. 

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

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Trivariate’s Adam Parker, Aureus Asset Management’s Kari Firestone and JP Morgan’s Stephanie Aliaga tell us where they think stocks will go from here. Plus, Ashley MacNeill tells us how she is playing the software space in the new year. And, we break down the big move in Boeing’s stock today – following some critical data. 

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Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh, and Victoria Greene, Founder and Chief Investment Officer at G Squared Private Wealth talk the broader market outlook. Tom Rogers breaks down Paramount’s hostile bid for Warner Bros. and the potential market impact. Our Steve Kovach breaks down Apple leadership departures and the company’s AI strategy. AWS CEO Matt Garman and Accenture’s Julie Sweet discuss enterprise and cloud demand trends.

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The commerce department is set to allow exports of Nvidia H200 chips to China. We break down that developing story with our Kristina Partsinevelos and super analyst Dan Ives from Wedbush. Plus, Blackrock’s Rick Rieder weighs in on the market, rates and the Fed’s next move. And, top technician Jeff DeGraaf tells us how he is playing the recent break out in the banks.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

Can stocks stage an end of year run? We discuss with The Wharton School’s Jeremy Siegel, Requisite Capital’s Bryn Talkington and Neuberger Berman’s Shannon Saccocia. Plus, we hear from Alex Lasry – the CEO of the New York, New Jersey host committee – with what the World Cup in the U.S. could mean for fans, businesses and more. And, Alger’s Ankur Crawford brings us her top stock picks for 2026. 

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Investors weigh bonds, jobless claims, and rising economic concerns with Jim Paulsen of Paulsen Perspectives and Charles Bobrinskoy, Vice Chairman at Ariel Investments. Earnings from Hewlett Packard Enterprise, Rubrik, Ulta Beauty, and SentinelOne help shape the afternoon narrative. Mike Proulx of Forrester and Lloyd Walmsley of Mizuho analyze Meta’s reported pullback in metaverse spending and its implications for the tech landscape. We also hear from Rubrik CEO Bipul Sinha on results, dig into retail earnings with Courtney Reagan, and assess the 2026 IPO outlook with Brianne Lynch, Head of Market Insights at EquityZen, before wrapping with a look at to...

We discuss the big battle of the AI devices and the big tech players in that fight with our own Steve Kovach and Big Technology’s Alex Kantrotwitz. Plus, Solus’ Dan Greenhaus, iCapital’s Sonali Basak and Invesco’s Brian Levitt debate the state of the market as we near the end of the year. And, Mohamed El-Erian from Allianz tells us which potential Fed chair would be best for the equity market. 

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Morgan Brennan sits down with Will Roper, Istari CEO, on the latest episode of Manifest Space. They discuss the startup’s big news announced today: partnering with Blue Origin on making a moon dust battery – a device designed entirely with AI. They discuss Istari's "ground" infrastructure that lets AI innovate within guardrails, preventing hallucinations while maintaining creativity. Plus, why connecting data without consolidating it could transform aerospace and defense.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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Michael Dell joins from the White House first on CNBC after pledging over $6B to partially fund investment accounts for 25 million American children. He also discusses the broader AI trade and demand. Argent Capital’s Jed Ellerbroek and Innovator ETFs Tim Urbanowicz break down today’s market action. Pure Storage CEO Charles Giancarlo joins after earnings—the stock fell in Overtime but he makes the case for strong demand. Jefferies analyst Sheila Kahyaoglu on Boeing best day since April and if the bottom if in for the stock. 

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

Stocks, crypto fall to start December as the risk-off trade continues. HSBC’s Max Kettner breaks down the market action. T. Rowe Price’s Tony Wang talks top tech stocks on the three-year anniversary of the AI bull market. Black Friday winners and losers with Goldman Sachs’ Kate McShane. New MongoDB CEO CJ Desai on the company’s latest quarter.  

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

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

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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We bring you all the action from a wild day in the markets. After Nvidia’s strong earnings, shares were up 5% in early trading. But by midday, Nvidia was in the red, dragging the rest of the market with it. Paul Hickey of Bespoke and Schwab Asset Management’s Omar Aguilar break down the market action. Earnings from Gap, Ross Stores, and Intuit set the tone for retail and software. New T-Mobile CEO Srini Gopalan on the sector’s growing competition. Tony Wang of T. Rowe Price joins to look at tech’s midday selloff and Nvidia. The nuclear-AI trade un...

Nvidia shares gained in Overtime after the company delivered strong results, topping estimates for earnings and revenue while raising its guidance. Nvidia CEO Jensen Huang said that sales for the company’s current-generation GPU, called Blackwell, are “off the charts.” We have you covered from every angle.  

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All eyes are on Nvidia today. What should investors expect from the report, the guidance, and the conference call? We discuss with Kristina Partsinevelos, Bernstein’s Stacy Rasgon and Capital Area Planning Group’s Malcolm Ethridge. Plus, Sherry Paul from Morgan Stanley tells us what’s at stake for the AI trade on the back of those critical earnings.

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The markets closed lower in a volatile session ahead of Wednesday’s Nvidia report, the most closely-watched earnings of the quarter and maybe the year. We have the technical read and what a top analyst is watching. Plus, Microsoft’s AI sales push and CEO of global industrial giant ABB on the key economic signals from around the world. 

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We debate the state of the markets ahead of Nvidia’s earnings in a little over 24 hours from now with our all-star panel Sofi’s Liz Thomas, Humilis’ Brian Belski, iCapital’s Sonali Basak. Plus, NYU’s Aswath Damodaran weighs in on tech valuations. And, Goldman Sachs’ Elizabeth Burton tells us where she is finding opportunities outside of the U.S. 

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Kristina Partsinevelos recaps the market while Rick Santelli breaks down bond market moves and Mackenzie Sigalos explains Bitcoin’s “death cross.” Stephanie Aliaga from JPM Asset Management outlines the AI investment thesis, and Ben Bajarin of Creative Strategies weighs in on NVIDIA earnings and Apple succession plans. Drew Pettit of Citi explores thematic baskets heading into year-end, and Dallas Tanner, CEO of Invitation Homes, provides insight on the housing market.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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Morgan Brennan sits down with Dirk Wallinger, York Space Systems founder and CEO, on the latest episode of Manifest Space. They discuss the rapid shift in the role space plays in national security—and why supply chain resiliency is more important then ever, plus York’s role as a prime contractor for the U.S. government and who wins the next era of commercial and defense space. 

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A volatile week in markets as Mackenzie Sigalos breaks down the big crypto selloff and Steve Liesman explains the Fed’s dilemma. Sam Stovall of CFRA and Jose Rasco of HSBC analyze market reactions, while Seema Mody highlights the GPU-driven tech selloff and debates over Oracle and CoreWeave valuations. Futurm’s Daniel Newman on how this week fits into the broader AI narrative. Katie Stockton of Fairlead walks through the technical on Nvidia, VIX and more. Courtney Reagan discusses Walmart’s new CEO. Finally, Adam Crisafulli of Vital Knowledge previews next week’s market catalysts.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

Stocks sold off today, especially in tech. More fears around the valuations in the AI trade hitting some high-momentum names. One bright spot: health care. Bernstein analyst Lance Wilkes breaks down his top picks. Cursor CEO Michael Truell on the company’s latest fundraise and valuation, nearly tripling in just five months. Plus, our Melissa Lee on some popular insurance schemes that offer huge savings on medications – but could put patient lives in danger. 

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Is this another routine but fleeting gut check or are the bull market underpinnings of tech leadership and a friendly Fed buckling? We discuss with Cheryl Young from Rockefeller Global Family Office, Gabriella Santos of JP Morgan Asset Management and Yung-Yu Ma of PNC Asset Management. Plus, Jeff DeGraaf of Renaissance Macro tells us where he is finding opportunities outside of tech. And, former Dallas Fed President Robert Kaplan tells us if he thinks the Fed will cut in December. 

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The Dow notched its first close above 48,000 despite tech falling today. Carson Group’s Ryan Detrick and Wealth Enhancement’s Ayako Yoshioka break down the market action. Cisco rises after reporting earnings. Our Leslie Picker on the record run for big banks. Commvault CEO Sanjay Mirchandani on protecting data as AI enhances cybersecurity threats. Fast Money trader Tim Seymour gives his top international picks. We close out with Needham’s Laura Martin previews tomorrow’s Disney earnings. 

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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.

A flurry of AI headlines have investors talking today. Deirdre Bosa breaks all of those down for us – and we discuss with our panel Trivariate’s Adam Parker, New York Life Investment’s Lauren Goodwin and JPMorgan’s Jordan Jackson. Plus, of all the mega-cap companies dolling out hundreds of billions in cap-ex, Apple has escaped much of that scrutiny. The company has often been criticized for being late to the AI party… but could that be a blessing in disguise? We break that down with Steve Kovach and Big Technology’s Alex Kantrowitz. And, AMD held its first analyst day...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

Morgan Brennan sits down with Steve Altemus, CEO and co-founder of Intuitive Machine, a company known for lunar landings. But the company just bought Lanteris (formerly part of Maxar )to expand into multi-domain space and establish deep-space communications. Altemus explains how Intuitive Machines plans to own and operate a “Verizon from the Moon,” the next steps in its lunar landing missions, and how the ongoing government shutdown is affecting new space contracts.

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Are markets starting to rotate out of tech? Jim Paulsen of Paulsen Perspectives weighs in as investors reassess the rally. On Capitol Hill, Emily Wilkins tracks the latest on the government shutdown. Mark Mahaney of Evercore ISI breaks down gig economy earnings and investor takeaways. Dana Telsey dives into retail and consumer trends. Plus, Kathy Boyle of Andreessen Horowitz joins to discuss the cooling AI trade and OpenAI’s leadership drama. Also featuring travel disruptions with Phil LeBeau and a look at next week’s catalysts with Adam Crisafulli of Vital Knowledge.

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business

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

Farr, Miller & Washington’s Michael Farr breaks down the big earnings movers, including Affirm, Block, Expedia and Airbnb. William Blair’s Jed Dorsheimer breaks down Musk’s pay package vote. HSBC’s Alastair Pinder on where to invest globally. Rockwell Automation CEO Blake Moret on his company’s strong quarter and using AI. LinkedIn Head of Economics Kory Kantenga on alternative jobs data.  

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Is the recent AI unwind the start of something bigger? We discuss with Partners Group’s Anastasia Amoroso, Neuberger Berman’s Shannon Saccocia and Wilmington Trust’s Meghan Shue. Plus, shares of Qualcomm fell despite better-than-expected Q4 results and a strong forecast. We discuss that move with star analyst Stacy Rasgon. And, Morgan Stanley’s Lisa Shalett tells what she is expecting from stocks – amid an ugly day for the broad market. 

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Tech bounced back after yesterday’s slide. Argent Capital portfolio manager Jed Ellerbroek breaks down the big earnings movers after hours, including Robinhood, Arm, Qualcomm and Lyft. Unity COE Matthew Bromberg on his company’s blowout quarter. Seaport analyst Jay Goldberg analyzes Qualcomm’s quarter and guidance. Quantinuum CEO Rajeeb Hazra on launching its new commercial product Helios. Fundstrat’s Tom Lee on bitcoin’s bounceback.

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What is the state of the retail investor? We discuss with Mike Santoli – as well as the head of advisor services for Charles Schwab Jon Beatty and advisor Shirl Penney of Dynasty Financial. Plus, iCapital’s Sonali Basak tells us where she sees the AI trade heading from here. And, we run through all the key themes to watch from Snap and Qualcomm results in Overtime. 

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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Are we starting to see the tide go out on the bull market or is this just some froth being skimmed away? We discuss with Dan Greenhaus of Solus Alternative Asset Management, Sofi’s Liz Thomas and Ned Davis Research’s Ed Clissold. Plus, we discuss some big opportunities outside of the tech and AI space with portfolio manager Brian Kersmanc of GQG Partners. And, star analyst Stacy Rasgon tells us what he is expecting from AMD results in Overtime. 

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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

What will these final two months of trading hold for investors? We discuss with Trivariate’s Adam Parker, NewEdge Wealth’s Cameron Dawson and Invesco’s Brian Levitt. Plus, Amazon surged following its first-ever deal with OpenAI. Big Technology’s Alex Kantrowitz breaks down what he thinks this partnership could mean for the AI arms race. Goldman Sachs’ Tony Pasquariello reveals his message to investors as we kick off a new trading month. And, star analyst Dan Ives tells us why he’s raising his price target on Palantir ahead of that company’s earnings in Overtime. 

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From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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.

A huge night for markets as Amazon, Apple, Reddit, and Coinbase all report earnings. Barbara Doran of BD8 Capital and Kevin Gordon of Charles Schwab discuss the broader market reaction, while Rohit Kulkarni of Roth MKM breaks down Amazon’s results. Dan Ives of Wedbush and Patrick Moorhead of Moor Insights analyze Apple. David Sewell, CEO of Solstice Advanced Materials, joins to discuss the debut of the Honeywell spinoff. 

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Are investor expectations – and magnificent 7 stock prices – set too high as these companies try to justify massive AI spending? Or is this just a pause in the AI-propelled rally? We discuss with Big Technology’s Alex Kantrowitz, Requisite Capital’s Bryn Talkington and Odyssey Capital’s Jason Snipe. Plus, it’s not just about earnings. We discuss the other big catalysts for stocks and what could be at stake for your money as we head into year end with NewEdge Wealth’s Cameron Dawson and Palumbo Wealth Management’s Phil Palumbo. And, Doug Clinton from Intelligent Alpha gets us set up for Amazo...

Morgan Brennan sits down with Ashley Pilipiszyn, CEO and founder of Besxar, a startup that just emerged from stealth with a bold mission — manufacturing semiconductors in space. Pilipiszyn explains how Besxar’s autonomous “fab ships” leverage the ultra-high vacuum of space to create ultra-pure wafers and substrates — the foundation for every advanced chip powering AI, data centers, and defense systems. They discuss the company’s upcoming launch campaign with SpaceX and why space-based manufacturing could dramatically cut costs while securing domestic chip supply chains. Pilipiszyn also shares how her time at OpenAI and SLAC National Lab inspired this fusion of AI, mater...