Avsnitt
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Evercore’s Julian Emanuel breaks down why he is raising his year-end price target for the S&P 500 to 6,000. Nvidia closed above Microsoft in market valuation for the first time; Bespoke’s Paul Hickey and Stifel’s Barry Bannister break down where tech goes from here. Two Boeing analysts break down CEO Dave Calhoun’s hearing before the Senate.
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What is the road ahead for stocks as price targets keep increasing and the bulls get more emboldened? Keith Meister of Corvex Management breaks down his outlook and how he is playing the market right now. Plus, Nvidia surpassed Microsoft’s market cap to become the most valuable U.S. company. Treasury Partners’ Rich Saperstein tells us how he is navigating the AI arms race. And, KB Home reporting results in Overtime today. We tell you what to watch from that report – after Lennar shares sank post-earnings.
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Saknas det avsnitt?
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Pioneering cloud VC Byron Deeter of Bessemer Venture Partners breaks down the recent dramatic moves in software and if he sees an upcoming wave of AI IPOs. Clocktower’s Marko Papic on where he is finding opportunity outside the US while JPMorgan’s David Kelly and US Bank’s Eric Freedman break down equities in the US as the S&P 500 closed at a record. Zelamn & Associates co-founder Ivy Zelman on the state of the housing market and this round of earnings in the sector. Plus, our Julia Boorsitn on today’s testimony of Roger Goodell in the Sunday Ticket antirust lawsuit.
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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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After another Nasdaq record close, where do stocks go from here? Wells Fargo’s Scott Wren and 3Fourteen Research’s Warren Pies weigh in. Our Phil Lebeau on what’s next for Tesla. RBC’s Helima Croft on oil’s push higher. Former Walmart US CEO Bill Simon talks the consumer health after some weak retail results. Goldman Sachs’ Asad Haider on top takeaways from the bank’s annual health care conference.
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Ritholtz Wealth Management’s Josh Brown, Solus’ Dan Greenhaus and NB Private Wealth’s Shannon Saccocia weigh in on what could be next for the market. Plus, we discuss the road ahead for the Fed with CNBC Senior Economics Correspondent Steve Liesman. And, Seema Mody drills down on the leg lower in the industrials sector.
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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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As the space economy has skyrocketed, so too has coverage. Payload secured funding in 2021 and has grown into a space media hub, newsletters, podcasts, research and events. As it expands into other areas of coverage such as nuclear energy, co-founder Mo Islam joins Morgan Brennan to discuss the big trends tracking for space, how payload is opening up opportunities beyond the final frontier.
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Can Wall Street stay patient as long as the Federal Reserve as we await confirmation of a soft economic landing? Our all-star panel of Joe Terranova, Courtney Garcia and Adam Parker break down their market forecasts. Plus, BofA Global Research’s Jill Carey Hall tells us where she is finding opportunity in small caps. And, Morgan Stanley’s Michael Mauboussin looks under the surface at market breadth … and what it might mean for the future of this rally.
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The S&P 500 and Nasdaq closed at record highs after Fed Chair Jerome Powell’s press conference and the decision to hold rates steady. Jefferies Chief Market Strategist David Zervos and Invesco’s Kristina Hooper break down the market reaction and where things could go from here. Rubrik stock tumbled 9% despite beating on both lines and providing strong guidance in its first report as a public company; CEO Bipul Sinha on the current cybersecurity landscape, winning market-share and AI. Earnings from Dave & Busters and Broadcom; Bernstein’s Stacy Rasgon breaks down numbers from the chipmaker. Citi Head of Investment Banking for NA John Chirico lays out the environment for M&A and IPOs and the Fed’s impact on both.
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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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A rare and exclusive interview with Mastercard CEO Michael Miebach on the consumer, spending trends, global economic environment and more. Affirm CEO Max Levchin on new payments plans and a partnership with Apple. Vertiv CEO Giordano Albertazzi, a company that helps keep data centers cool, on the company’s explosive stock jump in the past 12 months, outpacing Nvidia’s gains.
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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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Apple showed off its long-awaited AI integration—dubbed Apple Intelligence—at the WWDC today in Cupertino. We break down all the angles you need to know. Plus, Dr. Scott Gottlieb on Eli Lilly’s Alzheimer’s drug getting FDA recommended and former United Airlines CEO on the road ahead for the Southwest CEO after Elliott Management revealed a stake in the airliner. Janus Henderson portfolio manager Jeremiah Buckley on how the next leg of the bull market could unfold.
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Today’s Worldwide Developer’s Conference could be one of the most significant moments in the history of Apple. Our all-star panel of Steve Kovach, Alex Kantrowitz, Malcolm Ethridge and Ayako Yoshioka break down all of the biggest headlines. Plus, star analyst Dan Ives tells us how Apple’s newly announced partnership with OpenAi could impact the stock in the long run. And, Lauren Goodwin from New York Life Investments tells us why she thinks the “Fed is on a tightrope” ahead of Wednesday’s decision.
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The S&P 500 touched a record high intraday before retreating into the close. Wharton Professor Jeremy Siegel on where he sees things going from here. Plus, Paulsen Perspectives author Jim Paulsen and Innovator ETFs’ Tim Urbanowicz break down the market action and preview what’s next. Samsara CEO Sanjit Biswas joins exclusively to talk the company’s latest earnings and the negative stock reaction – despite beating on both lines and raising guidance. AeroVironment CEO Wahid Nawabi on his company’s stock runup and the latest government contracts for drones. Plus, Citi Chief US Economist Andrew Hollenhorst on pushing back his Fed rate cut prediction.
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Investors still debating the fate of the rally with stocks once again reaching new highs this week. But can the momentum continue? Fundstrat’s Tom Lee and NewEdge Wealth’s Cameron break down what they’re expecting. Plus, their takes on the plunge in Gamestop shares and what they’re watching ahead of Apple’s WWDC. Meantime, Charles Schwab’s Kevin Gordon says now is the time to take profits in the high flyers. He tells us why and where he’s telling clients to put their money to work. And, 3Fourteen’s Warren Pies is changing his stance on the energy space. We drill down on why – and what it could mean for the broader market.
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Nvidia posted a down session after news of antitrust lawsuits against the chip giant being mulled by the government; the stock is splitting 10-1 after close tomorrow. Melius analyst Ben Reitzes breaks down what the flurry of headlines mean for investors. Earnings from Vail Resorts, Docusign and Samsara. Morgan Stanley Global Chief Economist Seth Carpenter on the major moves this week from central banks and what it means for the Fed next week. Plus, Procore CEO Tooey Courtemanche, who heads a construction management software company, on what he is seeing in the labor market and his fellow software sector.
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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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As SpaceX’s Starship continues its development, some companies are preparing for the radical change it will bring to the space economy. Astrolab, a startup focused on building lunar rovers, was founded by former SpaceX employee Jaret Matthews to meet that need. The company was recently selected by NASA to design lunar terrain vehicles with the hopes of making the rovers Artemis astronauts will use to drive around the moon as soon as 2030. Morgan Brennan sits down with Astrolab CEO Jaret Matthews to discuss the contracts, a Starship economy, and the startup’s plans for its first mission that will launch as soon as 2026.
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