Morning Call

Amazon's strong earnings report, US strikes in Syria, and a $7.4 billion acquisition deal by Stonepeak Partners for Textainer are the most interesting topics discussed in the podcast.

Meta shares are falling despite reporting a 23% increase in revenue. Private Advisor Group’s Guy Adami discusses. Plus, the House of Representatives has elected a new speaker after weeks with no leader. Stifel’s Brian Gardner explains. And, UPS reports earnings this morning, with analysts expecting a weak quarter. Bernstein’s David Vernon tees up the results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft and Alphabet shares are moving in opposite directions after reporting results. Laffer Tengler Investments’ Nancy Tengler discusses. Plus, the 10-year Treasury yield is higher again, putting pressure on stocks. Piper Sandler’s Craig Johnson explains. And, Wall Street is preparing for another busy day of earnings. Katz Wealth Management’s Jason Katz tees up the agenda. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft and Alphabet kick off a busy week for tech earnings. Albion Financial Group’s Jason Ware tees up the results. Plus, investors continue to digest Chevron and Hess’ $53 billion takeover deal. Third Bridge’s Peter McNally explains. And, what’s ahead for stocks as Treasury yields continue to surge? Freedom Capital Markets’ Jay Woods, Bondbloxx’s Joanna Gallegos, and G Squared Private Wealth’s Victoria Greene weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Several big tech names are set to report earnings this week, including Meta, Amazon, Microsoft, and Alphabet. Arete Research's Richard Kramer tees up the results. Plus, what are the charts signaling about the markets? Fairlead Strategies' Katie Stockton lays out the technical indicators she's watching. And, stocks are coming off a tough week for the major indices. Infracap's Jay Hatfield and Franklin Mutual Advisers' Katrina Dudley discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Federal Reserve Chair Jay Powell says the FOMC will be "resolute" in sticking to its 2% inflation target. Former Fed Vice Chair Roger Ferguson explains. Plus, transport earnings are painting a mixed picture for the sector. Bank of America's Ken Hoexter discusses the outlook. And, China is injecting a record amount of cash into its banking system and leaving its benchmark rates unchanged. China Beige Book International's Shehzad Qazi gives the latest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix shares are popping after reporting a boost in subscriber growth. Big Technology's Alex Kantrowitz explains. Plus, Tesla is moving in the opposite direction following its first simultaneous earnings and revenue miss since 2019. Canaccord Genuity's George Gianarikas discusses. And, several regional banks are set to report earnings today as investors focus on deposit levels amid higher rates. Piper Sandler's Stephen Scouten lays out his expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix reports earnings after the close today. Citigroup's Jason Bazinet lays out the one metric to watch. Plus, Tesla's results are also on deck amid concerns about demand and margins. Roth Capital's Craig Irwin discusses his expectations. And, the latest string of positive economic data could complicate matters for the Fed. Van Lanschot Kempen's Anneka Treon and Gabelli Funds' Chris Marangi explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nancy Prial of Essex Investments, which owns shares of the big banks, discusses the top issues facing Bank of America and Goldman Sachs ahead of their Q3 earnings.  Plus, Fundstrat’s Tom Lee remains bullish on the markets, but says there’s still some uncertainty to work through for stocks to push higher.  And, Stifel’s Brian Gardner lays out what President Biden aims to achieve with his visit to Israel, and whether Jim Jordan has a clear path to become House Speaker. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Discussion on Pfizer's warning on vaccine sales, Rite Aid's bankruptcy filing, Lulu Lennon joining S&P 500, and the search for a new House Speaker. Exploration of Democrats' priorities, Republican unity, and the Israel-Hamas conflict. Tense atmosphere in a city during war and Fed speakers' upcoming speeches. Gartner's IT spending forecast and AI's role. Increasing investment in AI, its influence on technology and security. Impact of inflation on consumer purchasing power and the tech market updates.