Episodes
Jon Fortt sits down with Nvidia CEO Jensen Huang in Las Vegas, talking the growth of AI, how customers are using tools and partnerships. Plus, ServiceNow CEO Doug McDermott on what’s next for the industry. JPMorgan Global Chairman of Investment Banking Jennifer Nason talks how tech companies are balancing capital return with AI investment. Earnings from Airbnb, Arm, Robinhood, Instacart, Klaviyo and more.
Published 05/08/24
Published 05/08/24
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.
Published 05/08/24
Earnings season continues with EA, Wynn, Lyft, Arista Networks and Rivian – plus Reddit surged in Overtime after reporting its first quarter as a public company. Vital Knowledge’s Adam Crisafulli and JPMorgan’s Phil Camporeale break down the action. Honeywell CEO Vimal Kapur talks the company’s plans for AI and monetizing data, plus the energy transition and why he says he expects EVTOLs to change people’s lives like the iPhone – and by 2028. TransUnion CEO Chris Cartwright on the consumer,...
Published 05/07/24
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.
Published 05/07/24
Stocks built on Friday’s gains to start the week, marking three straight positive sessions for both the Nasdaq and the S&P 500. Evercore’s Julian Emanuel breaks down how he’s advising clients to position. Earnings from Palantir, Lucid, Simon Property and more. A rare and exclusive interview with Tyson CFO John R. Tyson on the company’s earnings, the consumer and tailwinds in the chicken industry. Lucid Motors CEO Peter Rawlinson on the latest quarter and EV demand. Plus, the maker of...
Published 05/06/24
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.
Published 05/06/24
After nearly a decade, Boeing’s Starliner is about to embark on its first-ever crewed flight. The CFT is scheduled to lift off as soon as tonight. NASA Administrator Bill Nelson joins Morgan Brennan to discuss the milestone, the role of commercial space in the space agency’s outlook, and more.
Published 05/06/24
A strong session for stocks send the averages to a positive week; 3Fourteen Research’s Warren Pies and Unlimited Funds CIO Bob Elliott break down the wild week of earnings and what’s ahead for next week. Well-known JPMorgan analyst Stephen Tusa talks his bullishness on an under-the-radar AI play. Apollo Chief Economist Torsten Slok on the Fed’s next move. Plus, Bill Holdings CEO on earnings and the state of small business.
Published 05/03/24
Is this the week that Apple finally found its footing? Top analyst Erik Woodring from Morgan Stanley gives his forecast for that name. Plus, Cameron Dawson and Josh Brown discuss what they’re looking for from stocks in the week ahead. And, it was a tale of two travel stocks today with Expedia and Booking Holdings moving in opposite directions post-earnings. We tell you what’s behind those moves and what it might mean about the broader travel space.
Published 05/03/24
Apple announced the largest corporate buyback in history and investors sent the stock higher in Overtime. We have you covered from every angle. Plus, Qualcomm CEO Cristiano Amon on his company's strong quarter and AWS CEO Adam Selipsky on what's driving growth.
Published 05/02/24
From leadership upheaval to a lunar launch on deck – 2024 is poised to be a breakout year for space startup Firefly Aerospace. CEO Bill Weber joins Morgan Brennan to discuss the slew of projects at the end-to-end space transportation company from this year’s Space Symposium.
Published 05/02/24
Apple was once the biggest and most important stock in this market. But that was then … and this is now. And “now” tells a very different story with shares the worst performing in the group this year. Will tonight get the stock back on track? CIC Wealth’s Malcolm Ethridge, Virtus’ Joe Terranova and Bryn Talkington of Requisite Capital break down what they’re expecting. Plus, John Spallanzani from Miller Family Office tells us where he is putting his money to work right now. And, Evercore...
Published 05/02/24
The Fed and Jerome Powell kicking May off with a bang for markets, as the rally during his press conference proved short-lived; the S&P 500 and Nasdaq gave up their gains by the end of the session. Jefferies Chief Market Strategist David Zervos and G Squared Private Wealth’s Victoria Greene parse the Fed’s actions and the market reaction. Cantor Fitzgerald CEO Howard Lutnick gives his first reaction to the Fed and tells why he is expecting one cut this year. Earnings from Qualcomm,...
Published 05/01/24
Stocks rallied on the back of Fed Chair Jerome Powell’s news conference. DoubeLine’s Jeffrey Gundlach gives his exclusive reaction and breaks down what he thinks the Fed’s next move might be. Plus, Sofi’s Liz Young reacts to Gundlach’s big calls – and tells us what she is expecting from stocks in the months ahead. And, we break down what to watch from Apple tomorrow and Qualcomm in Overtime today.
Published 05/01/24
SES is acquiring rival satellite operator Intelsat for $3.1 billion, in a deal that brings together two major communications satellite operators in a market facing increased competition. SES CEO Adel Al-Saleh joins Morgan Brennan to discuss the deal, the competitive landscape and where he sees the future of satellite communications.
Published 04/30/24
Major averages snapped their 5-month winning streaks with a dreary April performance, plus Amazon reported earnings. DA Davidson’s Gil Luria and Maxim’s Tom Forte break down the numbers from every angle, while KeyBanc analyst John Vinh reacts to AMD’s quarterly results. Neuberger Berman’s Kevin McCarthy on what it would take to add Starbucks to his portfolio after its disappointing earnings. Plus, numbers from Caesars, Pinterest, SuperMicro, Mondelez, Clorox and Skyworks.
Published 04/30/24
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.
Published 04/30/24
Charlie Bobrinskoy, Ariel Investments Vice Chairman and a Paramount shareholder, weighs in on deal talks heating up, plus the news CEO Bob Bakish is stepping down and Q1 results. Plus, other earnings from NXPI Semi, Chegg, and F5 Networks. Norfolk Southern CEO Alan Shaw responds aggressively to activist investor Ancora’s calls for management changes and their courtship of unions. John Hancock Investment Management’s Emily Roland and Innovator Capital’s Tim Urbanowicz get you set for the...
Published 04/29/24
Dan Greenhaus from Solus Alternative Asset Management, CNBC’s Steve Liesman and Shannon Saccocia of NB Private Wealth discuss what they’re expecting. Plus, Plexo Capital’s Lo Toney is mapping out what he is watching from Amazon and Apple this week. And, top technician Jeff DeGraaf tells us if last week’s choppy trading was just temporary or a sign of more downside ahead.
Published 04/29/24
Intel shares slide in today's session after earnings; CEO Pat Gelsinger talks the company's progress and AI demand. L3Harris CEO Chris Kubasik on a strong quarter, defense spending and geopolitics. The Nasdaq has its best day of the year--how to play the next round of earnings with Apple and Amazon reporting next week.
Published 04/26/24
Is today’s bounce back for real? Eric Johnston from Cantor Fitzgerald, Courtney Garcia of Payne Capital and Brian Levitt of Invesco give their expert forecasts. Plus, Big Technology’s Alex Kantrowitz breaks down the big move in Alphabet post-earnings. And, Julia Boorstin tells us what’s behind Snap’s surge – and brings us key comments from CEO Evan Spiegel.
Published 04/26/24
Alphabet and Microsoft impressed investors in the latest quarter and both stocks moved higher after-hours. Plus, earnings from Snap, Roku, Intel, Gilead and L3Harris. T-Mobile CEO Mike Sievert on the company’s lowest ever churn rate and growing market share.
Published 04/25/24
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.
Published 04/25/24
As mega-constellations proliferate, satellite communications is skyrocketing-- and so is the need to regulate them. In response, the FCC launched its Space Bureau one year ago this month. Since the reorganization, it's taken on space junk, emergency satellite cell service, issuing licenses for lunar landers, and more. FCC Chairwoman Jessica Rosenworcel joins Morgan Brennan to discuss the agency's operations and how she views its role in the new space economy.
Published 04/25/24