Avsnitt
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Nasdaq and S&P 500 set record closes; Unlimited Funds’ Bob Elliott breaks down the market action. Apollo Global Chief Economist is still saying the Fed won’t cut rates in 2024. He makes his case. Neuberger Berman’s John San Marco on his top retail picks and consolidation in the sector. Guggenheim analyst Ron Jewiskow on why he’s still bearish despite Tesla’s major runup in July so far.
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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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Saknas det avsnitt?
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After a weaker-than-expected ADP jobs report, CAVA CEO Brett Schulman breaks down hiring from his view and if the consumer is still spending. Value Investment Group's Rashaun Williams on VC's funding bounceback and sports valuations. Plus, reaction to the latest Fed minutes and what it means for your portfolio.
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The Canadian Space Agency has awarded MDA Space $1 billion to develop an autonomous robotic arm for the lunar Gateway. The space station will serve as a lunar outpost and house Artemis astronauts for NASA and international space partners. MDA Space CEO Mike Greenley joins Morgan Brennan to discuss Canadaarm3, the new space race, and the critical role of AI and robotics in the lunar economy.
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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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Is this slow grind more a show of the bull market’s resilience or evidence of short-term fatigue? Adam Parker from Trivariate, UBS’ David Lefkowitz and Ayako Yoshioka of Wealth Enhancement Group break down their point of view. Plus, RBC’s Lori Calvasina revised her S&P outlook. She explains the reasoning behind that and where she thinks the market is headed in the second half. And, Amazon hit another record high – gaining more than 7% in one week. We tell you what is behind that rally.
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Should investors’ strategy shift as the market takes the turn into the second half? Solus’ Dan Greenhaus maps out his forecast for the next few months. Plus, Former Fed Vice Chair Rich Clarida breaks down his rate cut forecast and where the rally could be heading from here. And, EV makers Tesla, Nio and Li Auto popped in today’s session. We tell you what’s driving those moves higher.
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After stocks closed out a strong first half and second quarter, Truist’s Keith Lerner and Citi’s Drew Petit, plus 3Fourteen Research’s Warren Pies, weigh in with their best ideas for the second half of 2024. Jon sits down with Nokia CEO Pekka Lundmark after the company buys Infinera for around $2B, plus an interview with MoviePass CEO Stacy Spikes on buying back the company and MoviePass’s second act. Former Kansas City Fed President Thomas Hoenig on recent data, Fedspeak and the consumer.
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NewEdge’s Cameron Dawson, Invesco’s Kristina Hooper and CIC Wealth’s Malcolm Ethridge break down their second half playbooks. Plus, top strategist King Lip tells us where he is seeing opportunity in the tech space – and the one big tech name he is trimming right now. And, solar stocks sold off in today’s session. Pippa Stevens tells us what is behind that leg lower.
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Former PIMCO Chief Economist Paul McCulley gets you set for the next big data points the Fed is watching and what it means for the market. RBC’s Lori Calvasina and BNY’s Jake Jolly on market positioning. Plus, our Sara Eisen breaks down Nike’s numbers before Barclays analyst Adrienne Yih dives deep on the stock reaction. Plus, Hunterbrook publisher and co-founder Sam Koppelman on their new report investigating Hims & Hers and why Hunterbrook Capital shorted the stock.
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Will the same AI related stocks lead the market or will it finally broaden in a meaningful way? Trivariate’s Adam Parker, Virtus Investment Partners’ Joe Terranova and Requisite Capital’s Bryn Talkington break down what they are forecasting. Plus, Nike shareholder Kevin McCarthy tells us what he is expecting from that report in Overtime. And, Walgreens shares sank on the back of some weak results. We break down those numbers and how the rest of the drugstores are faring.
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The Fed released its annual stress results for the 31 largest banks in the country. Hennessy Funds Portfolio Manager Dave Ellison and RBC’s banks analyst Gerard Cassidy break down the investment implications. G Squared Private Wealth’s Victoria Greene and Ariel Investments’ Charlie Bobrinskoy on today’s market action. Earnings from Micron, Levi and AeroVironment.
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Amazon hit a major milestone today. So, how did that happen and where could the stock go from here? Kate Rooney and Amazon shareholder Hightower’s Stephanie Link break down all the details. Plus, Deepwater Asset Management’s Doug Clinton tells us how he is navigating the tech trade – as the Nasdaq is on pace for its best month of the year. And, Seema Mody breaks down all the highlights from Nvidia’s shareholder meeting and what to expect from Micron’s report in Overtime.
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Dynasty Equity co-led a Series A round for Tiger Woods’ TMRW; Dynasty co-founder K. Don Cornwell on what’s next for the venture and the boom in sports investing. Third Bridge’s Peter McNally reacts to FedEx’s strong quarter. Skylar Capital’s Bill Perkins gives top energy plays. Epyllion CEO Matt Ball on crypto and adding ether to his ETF.
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Could a significant broadening be in the cards? Charles Schwab’s Liz Ann Sonders explains where she sees stocks headed. Plus, EMJ’s Eric Jackson makes a bold call on Nvidia and reveals how he is navigating that name. And, Allianz’s Mohamed Ed-Erian breaks down what he is expecting from the Fed and this week’s inflation print.
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Arm CEO Rene Haas talks the company’s momentum as it rides the AI boom to a nearly 200% gain since its IPO last September. TIAA Wealth Management CIO Niladri Mukherjee talks best market opportunities. Recursion Pharmaceuticals CEO Chris Gibson on Nvidia partnership and AI’s promise for finding new drugs. Plus, American Giant CEO Bayard Winthrop on new partnership with Walmart.
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Is the second half set-up favorable for the rally to continue? Solus’ Dan Greenhaus and NB Private Wealth’s Shannon Saccocia give their predictions. Plus, Nvidia sold off again in today’s session after snapping an 8 week win streak. Dan Chung – CEO and CIO of Alger – tells us if this is warning sign for this year’s tech-led rally heading into the second half. And, top technician Jeff DeGraaf called the sell-off in Nvidia. He weighs in on that stock’s move and reveals the sector he thinks is ripe to break out.
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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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The Nasdaq and S&P 500 notched their third straight positive weeks; Unlimited Funds’ Bob Elliott and Cantor Fitzgerald’s Eric Johnston break down their top trades. Olaulu Aganga, Mercer US CIO, on the playbook for the second half. Ben Reitzes, Melius analyst, on why he’s upping his Nvidia price target again, despite the stock’s decline this week. TD Cowen’s Riu Baral on Sarepta Therapeutics’ huge move on FDA’s expanded use approval for its DMD drug. Plus, a cyberattack is forcing car dealerships back to old-fashioned pen and paper.
- Visa fler