Morning Call

Nvidia is looking to turn things around after a brutal Friday, where shares closed down more than five percent. Piper Sandler's Craig Johnson and Cleo Capital's Sarah Kunst lay out the outlook. Plus, Oracle reports earnings after the close today. Main Street Research's James Demmert tees up the results. And, Reddit reportedly kicks off its IPO roadshow this week. Bain & Co.'s Alexander De Mol discusses the IPO and private equity landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The monthly jobs report is out this morning, with economists expecting hiring to have slowed in February. Stifel’s Lindsey Piegza lays out her forecast. Plus, new data from Mastercard shows consumer spending is still strong. Mastercard’s Steve Sadove details the report. And, President Biden has vowed to raise taxes on the wealthy and large companies. Strategas Securities’ Courtney Gelman gives the key takeaways from last night’s State of the Union. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Biden will deliver his State of the Union address today. American Enterprise Institute’s James Pethokoukis gives his expectations. Plus, Citi is out with a list of stocks with characteristics similar to the Magnificent 7. Citi’s Beata Manthey lays out the names to watch. And, Fed Chair Jay Powell isn’t ready to say when rates will come down this year. WisdomTree’s Jeremy Schwartz, Hargreaves Landsdown’s Sophie Lund-Yates, and Requisite Capital Management’s Bryn Talkington explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Federal Reserve Chairman Jay Powell is set to begin two days of testimony before Congress today. Former Fed Vice Chairman Roger Ferguson tees up the hearing. Plus, shares of New York Community Bank are coming off their lowest levels since 1996. Old National Bancorp CEO Jim Ryan describes the regional banking space. And, weakness in the Magnificent 7 is fueling a broader market sell-off. MRB Partners' Phillip Colmar and Payne Capital Management's Courtney Garcia explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Target reports earnings this morning as it comes off two straight quarters of same store sales declines. D.A. Davidson's Michael Baker tees up the results. Plus, it's Super Tuesday, with voters in more than a dozen states heading to the polls. Ned Davis Research's Ed Clissold explains. And, the Nasdaq 100 has gone more than 300 trading sessions without a pullback of 2.5% or more, the third longest stretch since 1990. F/M Investments' Alex Morris and Freedom Capital Markets' Jay Woods discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street's debat on rally factors, New York Community Bank's stock rise, Bank of America's raised S&P 500 target for year-end. Insightful views from market experts on trading week ahead and regional bank outlook.

Small caps are coming off an impressive run in February, when it notched their best month since December. Goldman Sachs' Greg Tuorto explains. Plus, Japan's Nikkei is at another fresh record high. Neuberger Berman's Kei Okamura dives into whether this rally has more room to run. And, stocks in the U.S. have logged a fourth straight month of gains. Horizon Investments' Scott Ladner and Aureus Asset Management's Kari Firestone discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The bitcoin rally is showing no signs of slowing down. Standard Chartered's Geoff Kendrick and Ranger Equity Bear's David Tice debate the currency. Plus, Salesforce has issued a weaker-than-expected forecast but is initiating a $0.40 dividend. BNP Paribas Exane's Stefan Slowinski dives into the quarter. And, Ozempic and other GLP-1 drugs have disrupted the weight loss industry. Barclays' Emily Field explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alphabet continues to face backlash around its AI tool, just as Apple winds down its electric car efforts to focus on artificial intelligence. Big Technology's Alex Kantrowitz dives into the outlook for both companies. Plus, Salesforce reports fourth quarter earnings after the close. Annadale Capital's George Seay tees up the results. And, the major averages are on track for a fourth winning month in a row. Piper Sandler's Craig Johnson and Evans May Wealth's Elizabeth Evans discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.