Closing Bell

Major averages closed higher again and every S&P sector was in the green. Vital Knowledge Founder Adam Crisafulli breaks down the market action. Earnings from HPE, HP and Box. Google Cloud CEO Thomas Kurian on Google’s new AI tools for enterprise clients and custom chips. Generac CEO Aaron Jagdfeld on hurricane prep and residential demand. Globalstar CEO Paul Jacobs on his new job, working with Apple and competing with SpaceX. Our Kate Rooney on why bitcoin is rallying today.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are stocks now poised to buck the historical trend and get back to gains as we turn the calendar to September? New Edge’s Cameron Dawson gives he expert market outlook. Plus, CIC Wealth’s Malcolm Ethridge and Lo Toney from Plexo Capital break down the tech trade. And, Bitcoin surging today. Kate Rooney explains what is behind that big leg higher. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major averages closed higher. It’s the S&P 500’s first consecutive positive sessions of the month. Morgan Stanley’s Lisa Shalett and Wells Fargo’s Scott Wren break down the action. Zillow co-founder Spencer Rascoff talks the housing market gridlock as mortgage rates climb to 20-year highs. He also discusses his new property tech startup Pacaso, fractional ownership for second homes. Art Wheaton, director of Labor Studies at Cornell’s ILR, on the possible upcoming UAW strike—who has the leverage and what it would mean for the economy. Blueshirt Group’s Gary Dvorchak on Secretary Raimondo’s high-stakes trip to China. Plus, Bernstein analyst Nikhil Devnani breaks down the highlights from Instacart’s S-1.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What could a seasonably saggy September hold for your money? Liz Young from Sofi and Bryn Talkington of Requisite Capital both give their expert forecasts for the month ahead. Plus, top technician Jeff DeGraaf is forecasting a big breakout in energy. He makes that bull case. And, one fixed income expert says right now is the best time to buy bonds since 2009. He explains why.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets steadily climbed higher during the session after digesting Fed Chair Jerome Powell’s speech at Jackson Hole. Wilmington Trust’s Meghan Shue, Jefferies’ David Zervos and our Steve Liesman break down what it means for markets and your money. Evercore’s Krishna Guha on the next steps for the Fed and if a September rate hike is off the table. Marvell Technology CEO Matt Murphy on his company’s latest quarter and the AI demand. Sunnova CEO John Berger on solar power’s role as extreme weather becomes more frequent. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks popped in the final hour of trade following Powell’s highly anticipated Jackson Hole speech. Professor Jeremy Siegel, Shannon Saccocia of NB Private Wealth and CNBC senior market commentator Mike Santoli give their forecasts for stocks. Plus, star analyst Dan Ives is weighing on Tesla’s strong year and what he thinks the next big catalyst for that stock may be. And, Sycamore Tree Capital is flagging some alternate opportunities for investors amid all the uncertainty in stocks.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks sold off into the close today. Advisors Capital Management’s JoAnne Feeney and Wells Fargo’s Darrell Cronk break down the price action. Earnings from Intuit, Ulta, Workday, Affirm, Nordstrom, Marvell, Gap. Telsey Advisory’s Dana Telsey breaks down a busy week of retail and what it says about the consumer. Snowflake CEO Frank Slootman on his company’s latest quarter and demand for AI. Dean of Valuation Aswath Damodaran, NYU Stern School of Business professor, on what Nvidia is really worth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Topics discussed in this episode include market forecast, relationship between stocks and bonds, volatility in the stock market, expectations from Fed Chair Powell's speech at Jackson Hole, stock market performance, performance of Disney, Nike, and Gap, concerns about credit delinquencies, and impact of the Fed chair's speech on investor sentiment.

While some spacecraft collect information visible to the naked eye, some are searching through radio waves to acquire and analyze valuable data for government agencies. Morgan catches up with Hawkeye 360 CEO John Serafini about his company’s efforts in the radio frequency space. They discuss the company’s successful $58M capital raise, government contract work and the narrowing competitive space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another blowout quarter from Nvidia is sending the stock jumping higher in after hours. Bernstein analyst Stacy Rasgon, Main Street Research CIO and shareholder James Demmert and AI Squared CEO Benjamin Harvey break down the numbers and how investors should react. JPMorgan’s Phil camporeale and Madrona Venture Group’s Matt McIlwain talk the broader market action. Earnings from Snowflake, Splunk and Autodesk. Plus, Jason Furman looks ahead to Jackson Hole. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.