Morning Call

Some big tech stocks lost a combined $171B just on Tuesday. We discuss what led to the sell-off and what’s next for tech. Plus, are consumers pivoting away from electric vehicles? We have the numbers and speak to the President of Sonic Automotive. And the Honest Company goes public today. We speak with an early investor in the company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

There is a global shortage of chemicals, due to shutdowns and high demand. We speak with ICIS’s Head of North America about the impact to manufacturers. Plus, the CEO of Capsule Pharmacy joins to discuss disruption in digital health care. And Brian’s RBI focuses on the 5 big companies that are larger than 370 others in the S&P 500. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paul Sheard of the Harvard Kennedy School discusses the long-term economic and financial implications of the pandemic and post-pandemic recovery. Plus, Ed Mills of Raymond James talks about the chances President Biden will get support from across the aisle for his spending plans. And, a random & interesting stat on how many more Americans are now hitting the roads to go just about anywhere. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon’s blowout quarter surpassed analysts’ expectations—we discuss the company with Scott Mushkin. Plus, we get an update on the red-hot housing market with the CEO of homebuilder Taylor Morrison. And Brian’s RBI focuses on the first ever CNBC Stock Draft pick, back in 2012. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Biden gave his 100-day speech last night—we discuss the impact with Aberdeen’s Stephanie Kelly. Plus, more big tech earnings are out—we talk about Apple, Facebook, and Amazon with Joel Kulina of Wedbush. And Brian’s RBI focuses on the NFL draft, and a little bit of interesting history. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The global chip shortage is impacting tons of sectors around the world and domestically. We speak with Scott Nations about the sectors seeing the most impact, and what investors should do. Plus, Google and Microsoft reported big beats on their quarterly earnings, and Apple is out tonight—we run through all the big tech numbers with Paul Meeks. And almost every sector you can think of is experiencing all-time inflation highs. We have the data in our RBI. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Adobe is out with a new report on how much Americans are spending on traveling, and if you haven’t booked that summer trip, you may be out of luck. Plus, a top housing expert discusses the troubling trends he sees brewing in the red hot real estate market. And, Lee Baker of Apax Financial highlights the stock of one electric vehicle maker not named Tesla that he believes is undervalued. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s the biggest week for earnings this quarter. We break down what to watch in the markets. Plus, we speak with a tax policy expert about Biden’s proposed capital gains tax. And the founder of Litecoin joins us to talk about the cryptocurrency space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Biden has proposed a new capital gains tax. We speak with Tony Fratto and Dan Veru about the impact to U.S. businesses and investors. Plus, an advisory committee for the CDC meets today to discuss the J&J vaccine. We speak with a member about what they’ll be looking for. And Friday means Insider Buying is back—Brian brings you the top five stocks seeing the most insider buys this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

More airlines are posting quarterly results today. We speak with Citigroup’s Stephen Trent about what to watch. Plus, the vaccine rollout is progressing, but so is development of Covid-19 treatments—we speak with SVB Leerink’s Geoff Porges about the space. And Brian Sullivan’s RBI focuses on taxes! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.