Closing Bell

The Dow closed lower…finally. Today broke a thirteen-session winning streak. Bespoke’s Paul Hickey and Annandale Capital’s George Seay break down the market action, and earnings from Intel, Ford, T-Mobile, Roku, Live Nation, Mondelez and First Solar. T-Mobile CEO Mike Sievert talks the company’s mixed quarter and what the legacy carrier’s lead pipes means for the industry. Carrier CEO David Gitlin on the company’s strong quarter and the market for air conditioning amid the nation-wide heat wave. Wedbush’s Matt Bryson breaks down Intel’s quarter. Third Bridge’s Jamie Lumley talks Roku’s quarter.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Greenhaus from Solus Alternative Asset Management gives his forecast for stocks after yesterday’s fed decision. Plus, Big Technology’s Alex Kantrowitz weighs in on Meta’s quarter and what to watch when Apple reports next week. And, market expert Bob Pisani breaks down the crucial final moments of trade – amid the Dow’s intra-day slide.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Amazon amps up its Project Kuiper satellite development, key partner United Launch Alliance readies to launch the debut flight of heavy-lift rocket Vulcan Centaur. CEO Tory Bruno discusses the plan to launch the rocket later this year, a recent mishap involving the explosion of a Blue Origin engine, and the space race between the U.S. & China. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Honeywell reported mixed second quarter results after seeing sales decline year over year for its safety and productivity solutions division. In this exclusive interview, Morgan Brennan spoke with CEO Vimal Kapur in his first broadcast interview since becoming CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow eked out a positive close, marking its thirteenth straight day of gains – the longest streak since 1987. BD8 Capital’s Barbara Doran and Jefferies’ David Zervos break down the market action and earnings from Meta, Chipotle, eBay, Mattel, Lam Research and ServiceNow. Evercore’s Mark Mahaney digs deep on Meta’s quarter – and where there may be some increased costs. Stephens’ analyst Joshua Long talks the consumer and Chipotle’s latest quarter. Jason Furman and Evercore’s Krishna Guha on the Fed’s rate hike.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The fed raised rates another 25 basis points – the fed’s 11th since this all began a little more than a year ago. DoubleLine’s Jeffrey Gundlach gives his first reaction. Plus, New Edge’s Cameron Dawson weighs in on the fed decision and what it could mean for the markets. And, a break down of what to watch when Meta and Chipotle 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.

Another day of gains for the major averages, including the Dow’s 12th straight positive session. Vital Knowledge’s Adam Crisfulli breaks down the market moves, including earnings from Alphabet, Microsoft, Visa, Texas Instruments, Snap and Teladoc. Wedbush’s Dan Ives and Madrona Venture Group’s Matt McIlwain on what today’s mega-cap tech earnings means for the rest of the week. Keybanc’s John Vinh on Texas Instruments report. CFRA’s Angelo Zino on Snap’s tough day. JPMorgan’s Michael Feroli on the Fed’s big week. Our Deirdre Bosa talks with Alphabet CFO Ruth Porat.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today marks a make or break moment for mega-cap tech stocks with Alphabet and Microsoft reporting after the bell. Adam Parker of Trivariate, Bryn Talkington of Requisite Capital and Malcolm Ethridge of CIC Wealth give their expert takes on the big tech run. Plus, David Herro of Oakmark Funds breaks down what he is calling the most undervalued sectors globally. And, Bob Iger coming under fire amid the Hollywood strikes. Brian Cranston is the latest in a growing chorus of criticism aimed at the Disney CEO… we’ll tell you what he said and what it could mean for the stock.  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 – the Dow’s 11th straight positive session. Cantor Fitzgerald’s Eric Johnston makes his case for why he’s still bearish on equities. Earnings from NXP Semiconductor, F5 and Whirlpool. Susquehanna’s Christopher Rolland reacts to NXP numbers and what it means for autos and the consumer. Citi’s Phil Drury breaks down the IPO pipeline and how he is positioned in the tech sector. Calpers CEO Marcie Frost on investing more in PE and VC opportunities. Plus, Gabelli Funds’ Tony Bancroft on defense sector earnings and Wells Fargo’s Michael Turrin on this week’s mega-cap earnings.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Fed decision and the busiest week of earnings looming … can anything derail this rally? iCapital’s Anastasia Amoroso, New York Life’s Lauren Goodwin and NB Private’s Shannon Saccocia give their expert takes. Plus, star venture capitalist Rick Heitzmann breaks down the under-the-radar tech stocks he is watching ahead of earnings. And, RBC’s Biraj Borkhataria upgraded Chevron last month … and weighs in on the company’s latest numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.