Closing Bell

What’s in store for your money in the new year? Tom Lee from Fundstrat is forecasting more strength for stocks in 2024. He makes his case and lays out his forecast. Plus, CIC Wealth’s Malcolm Ethridge reacts to the surge in Alphabet – a stock he sold earlier this year. He explains what he needs to see from the company before getting back in on that trade. And, Broadcom and Lululemon are reporting results in Overtime. Shareholder Joe Terranova breaks down what he’s expecting from those numbers.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMD unveiled a new chip aimed at taking market share from Nvidia in the AI arms race; CEO Lisa Su gave us her first comments after the company’s event. Plus, RBC’s Lori Calvasina on markers heading into year-end and her 2024 outlook, plus C3.AI CEO Tom Siebel on his company’s latest quarter and demand for AI. Tortoise’s Rob Thummel gives energy picks to buy that he says will do well regardless of the price of oil. AeroVironment CEO Wahib Nawabi on the strong quarter and growing demand worldwide.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the recent rotation real and is it truly time to turn your portfolio upside down as the new year approaches? Liz Young from Sofi gives her expert forecast. Plus, star chip analyst Stacy Rasgon breaks down all the biggest headlines from AMD’s big AI event. And, Alger’s Ankur Crawford is looking outside the magnificent seven for her 2024 playbook. She explains where she’s finding opportunity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wolfe Research’s Chris Senyek out with a bearish market call; he joins the show to break down the reasons he’s pessimistic. Earnings from MongoDB, Box and Toll Brothers, plus market talk with Profit Investments CEO Eugene Profit and Vital Knowledge’s Adam Crisafulli. Gabelli Funds PM Jeff Jonas gives his top healthcare picks. Seaport analyst Ken Zener breaks down Toll Brother’s numbers and the broader homebuilding sector. Plus, our Eunice Yoon on why Moody’s issued a warning on China’s credit outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The great debate in the market right now over where your money is likely to go takes center stage as NFJ’s John Mowrey and Cantor Fitzgerald’s Eirc Johnston argue their forecasts. Plus, Oz Pearlman – the so-called “Wall Street Mentalist” – explains his career path from Merrill Lynch to reading minds. He also showcases his talents by doing a trick live on set with Scott Wapner. And, Michelle Ross from StemPoint Capital makes the bull case for biotech.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major averages ended lower today, but well off the lows. Wilmington Trust’s Meghan Shue and Bespoke’s Paul Hickey break down the market action. Morgan sits down with Commerce Secretary Gina Raimondo, Boeing Defense CEO Ted Colbert and Air Force Secretary Frank Kendall at the Reagan National Defense Forum. Blackstone’s private equity group has $40B in dry powder it can deploy; group head Joe Baratta on the top opportunities his team sees and why public markets are more interesting than private right now. Jefferies analyst Sheila Kahyaoglu on industry implications for Alaska Air’s purchase of Hawaiian Airlines. Plus, Roche buys its way into the obesity drug craze.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where is your money going to work best during this final stretch for stocks? Blackrock’s Rick Rieder gives his forecast. Plus, Dan Greenhaus of Solus Alternative Asset Management and Nicole Webb of Wealth Enhancement group give their reaction to Rieder’s big market predictions. And EMJ’s Eric Jackson explains how he is trading the rally in the crypto space.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P 500 closed at a 52-week high as the first day of December carried over strength from November. Jefferies’ David Zervos and 3Fourteen’s Warren Pies break down the market action. Morgan is at the Reagan National Defense Forum and sits down with Palantir CTO Shyam Sankar on how the company is using AI to win clients and GlobalFoundries CEO Thomas Caulfield on global chip supply chain and its impact on geopolitical tensions. Our Angelica Peebles on Pfizer’s worst day in two years. talks the company’s clients and AIP Bootcamp. Plus, Samsara CEO Sanjit Biswas on strong earnings and bringing efficiencies to transport companies.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After the best month for stocks in nearly a year and a half, is there now enough reasons to get more bullish? Trivariate’s Adam Parker and Hightower’s Stephanie Link weigh in. Plus, BTIG’s Jonathan Krinsky is “betting on the losers” this month. He explains why. And, Paramount shares popped today. We tell you why Apple is responsible for that jump… and what it could mean for the rest of the media stocks.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks closed out a strong November today – the S&P 500 posted its best month since July 2022 and 10 out of 11 sectors were higher. Our Mike Santoli breaks down the move and what it means. Earnings from Dell, Marvell and Ulta. RTX CEO Greg Hayes on the demand for US supplies around the world in an exclusive interview. Plus, Elon Musk hosts the Cybertruck unveil.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.