Closing Bell

Stocks slide after the Fed released minutes from its latest meeting. BD8 Capital’s Barbara Doran and 248 Ventures’ Lindsey Bell break down the action and earnings from Cisco and Wolfspeed. The big week of the consumer continues: Target reported earnings and Walmart is tomorrow. NRF CEO Matt Shay breaks it all down. CFRA’s Keith Snyder on the investment takeaways from Cisco’s quarter. Plus, CEO interviews with WW International on the weight lose drug craze and Latin American lending giant Nu Holdings. Plus, how China played a role in Intel scrapping its $5B+ purchase of an Israel chip contractor.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where might stocks be headed from here? Schwab’s Liz Ann Sonders and Sofi’s Liz Young break down their market forecasts. Plus, Former Fed Vice Chair Richard Clarida gives his first take after today’s fed minutes. And, a look ahead to Walmart’s results tomorrow and what it could mean for the rest of the retail space.  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 lower today after weak Chinese data overnight. Bespoke’s Paul Hickey and JPMorgan’s Phil Camporeale break down the market action. Cava reported its first numbers as a public company; Neuberger Berman’s John San Marco and Coresight Research CEO Deborah Weinswig break down the numbers and what it means for the rest of the consumer names this week. Esmark CEO James Bouchard on why his company’s bid for US Steel is better than Cleveland-Cliffs. CFPB Director Rohit Chopra on new consumer data rules for the AI-age. Plus, Sunrun CEO Mary Powell reflects on 1-year since the IRA passed and its impact on the solar industry.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Just how vulnerable are stocks right now? Adam Parker of Trivariate gives his forecast for where stocks could be headed from here. Plus, star chip analyst Stacy Rasgon breaks down all the bullish commentary surrounding Nvidia and what he thinks is in store for the stock ahead of its earnings next week. And, market expert Mike Santoli breaks down what he is watching ahead of tomorrow’s fed minutes.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks surged into the close, finishing at session highs. DataTrek’s Nick Colas and Wilmington Trust’s Meghan Shue break down how they are playing this market. We get the latest moves from the biggest investors with our Leslie Picker reporting on 13F filings. Ursula Burns weighs in on the most important topics for boards today, including social and political issues and diversity. Former Institute of International Finance’s Charles Dallara on the FDIC’s new proposals aimed at large regional banks. Plus, retail experts Bill Simon and Gerald Storch preview the big week ahead for consumer earnings and data.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does the tech pullback have more room to go? Chip investors are stepping up and buying today after a positive Morgan Stanley call on Nvidia. BNY’s Alicia Levine and JP Morgan Asset Management’s Jordan Jackson give their expert takes. Plus, T Rowe Price’s Sebastein Page breaks down his playbook for investors who may have missed the rally.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks finished a mixed week with a mixed session, with the Dow eking out gains for the day and the week. Bob Elliott from Unlimited lays out his top sector picks. Energy trader Bill Perkins discusses the big week for energy stocks and natural gas. The CEO of insurance giant The Hartford talks about the impact of catastrophic events like the Hawaii fires on the insurance industry. Warren Pies from 3Fourteen research lays out the bear case for bonds. Plus the latest on AMC’s stock conversion plan, and what to watch from next week’s retail earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hightower’s Stephanie Link weighs in on where the fed goes from here and what this earnings season might mean for your money. Plus, star analyst Dan Ives explains how he is navigating the pullback in tech… and why he thinks it will be short lived. And, market expert Mike Santoli weighs in on the week’s wild market action.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Weaker-than-expected CPI helped boost stocks early before fading into the afternoon. Ned Davis Research’s Alejandra Grindal and Main Street Research CIO James Demmert break down the market action. Legendary value investor Bill Nygren gives his top picks going into the rest of the year. Virgin Galactic CEO Michael Colglazier on his company’s first flight to the edge of space with tourists onboard. Evercore’s Julian Emanuel on his new report, modeling the potential impact on labor of generative AI across the S&P 500. Plus, our Robert Frank on Manhattan rents hitting an all-time high. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As constant connectivity through satellite constellations becomes more acute, a new wave of consolidation is afoot. Dish Network and Echostar are merging in a move to combine the companies to gain an edge in the 5G competition. But with demand driven higher, startups like CesiumAstro stand to benefit. CEO Shey Sabripour joins Morgan to discuss 6G internet, spotty WiFi and putting the company’s technology to the test. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.