Closing Bell

Patriotism is cool again in the tech world, but venture capitalists are on the hunt for the next promising space & defense name to develop tech for the U.S. government. Andreessen Horowitz’s new thesis is American Dynamism, or investing in companies advancing U.S. interests including national security and space. General Partner David Ulevitch joins Morgan Brennan to discuss where he's seeing opportunity in the space economy...and where he's not. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The final 3 Big Tech companies reporting earnings today: Apple, Amazon and Meta. We have you covered with instant reaction to these market-moving numbers. Wedbush analyst Dan Ives and Evercore’s Amit Daryanani break down Apple; Third Bridge’s Scott Kessler and Roth MKM’s Rohit Kulkarni make sense of Meta and Amazon, including Meta’s first-ever dividend. Plus Bespoke’s Paul Hickey and G Squared’s Victoria Greene on how to play these trades.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We count down to three of the most important earnings reports of this season: Apple, Amazon and Meta. Hightower’s Stephanie Link, Malcolm Ethridge of CIC Wealth and Virtus’s Joe Terranova debate what is at stake. Plus, Lauren Goodwin from New York Life Investment Management is giving her take on the road ahead for the Fed.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Jay Powell today cast doubts on the chances of a rate cut at the March meeting; his words sending stocks sliding. Ariel’s Charlie Bobrinskoy and Jefferies’ David Zervos break down his comments and the market reaction. Rosenblatt analyst Kevin Cassidy and Third Bridge analyst Lucas Keh break down Qualcomm’s strong earnings. Evercore Vice Chairman Krishna Guha gives his take on Powell’s commentary today. Plus, Rockwell Automation CEO Blake Moret on the latest quarter and our Julia Boorstin on what social media executives said today testifying in front of the Senate Judiciary Committee. Plus, one of the few Apple analysts with a sell rating on the stock discusses his outlook for the tech giant.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The first fed meeting of the year is officially in the books – along with the first news conference by chair Jay Powell. The question on everyone’s mind going in was when will the first rate cut come? We break down Powell’s comments and what it might mean for the market with DoubleLine Capital’s Jeffrey Gundlach. Plus, our all-star panel of Ritholtz Wealth Management’s Josh Brown, Sofi’s Liz Young and senior markets commentator Mike Santoli react to Gundlach’s big market calls and what it all means for your money.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The first two of the big tech names reported today: Alphabet and Microsoft. Investors are still digesting results but Vital Knowledge’s Adam Crisafulli gives his take. Evercore analyst Mark Mahaney on what he makes of Alphabet while DA Davidson’s Gil Luria digs into Microsoft’s report. CFRA’s Angelo Zino takes a look at AM and Stephens’ analyst Joshua Long breaks down Starbucks. Other earnings include Skyworks, Mondelez and EA. Plus, Morgan Brennan has an exclusive interview with Andreessen Horowitz co-founder Ben Horowtiz talks investing in America and the national interest.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We are counting down to the critical earnings reports in Overtime – with both Microsoft and Alphabet on the docket. All-star panel of Alger’s Ankur Crawford, JP Morgan Asset Management’s Meera Pandit and CNBC Senior Markets Commentator Mike Santoli break down what they’re watching and what it at stake. Plus, Sebastien Page from T. Rowe Price is flagging what he thinks is the biggest risk to the market this year. And, star chip analyst Stacy Rasgon explains what he is watching ahead of AMD’s report after the bell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We get you set for a monster week of earnings from Big Tech companies. But before that, it was another record close for the S&P 500. Wells Fargo’s Scott Wren and Truist’s Keith Lerner break down positioning heading into this critical week. Earnings from F5 Networks, Super Micro, Cleveland-Cliffs, Nucor and Whirlpool. Juniper Networks CEO Rami Rahim on the company’s new AI-native networking platform. RBC’s Amy Wu Silverman on what the options market is predicting about big tech earnings. Klarna CEO Sebastian Siemiatkowski on the health of the consumer. Goldman’s Eric Sheridan previews big tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does the three-month takeoff for stocks still have room to run? That question could be answered for us this week. Dan Greenhaus of Solus Alternative Asset Management breaks down what he is expecting. Plus, King Lip of BakerAvenue Wealth Management is mapping out what he is watching ahead of mega-cap earnings. And, Bank of America’s Chris Hyzy is breaking out his market playbook. He tells us what he is expecting from the Fed and what that might mean for stocks.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The first very busy week of this earnings season wraps up, including results from Tesla, Intel and Netflix. Renaissance Macro’s Neil Dutta and Wilmington Trust’s Meghan Shue break down the action. Jon sits down with Intel CEO Pat Gelsinger on the latest quarter and the company’s progress. Former Federal Reserve board member Frederic Mishkin on the latest data and if the Fed can celebrate victory over inflation yet. Payoneer CEO John Caplan on what his data is saying about the consumer.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.