Closing Bell

As Virgin Orbit files for Chapter 11 bankruptcy, Morgan dives into the complexities of the space race with former Boeing Defense, Space & Security CEO Leanne Caret. Now an advisor for the company and board member at Raytheon & John Deere, they discuss labor challenges, NASA's Artemis lunar program, Boeing Starliner, autonomous farming, and more. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former President Trump appeared in a New York City court today. We have instant analysis and updates from Washington DC and from outside the courthouse. Plus, the key levels every investor needs to watch from Options Play’s Jessica Inskip. And, market expert Mike Santoli gives his Last Word before the close.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow and S&P 500 notched their fourth straight day of gains to kick of Q2 trading while the Nasdaq lagged. Edward Jones’ Mona Mahajan discussed the market action while 3Fourteen Research’s Warren Pies broke down the move higher in crude. SPG Global’s Simon Gallagher, a former Hulu executive, talks the news out of Disney’s shareholder meeting and the latest salvos in the DeSantis versus Disney battle. Natural gas posted its worst quarter on record. Skylar Capital CEO Bill Perkins on what’s next for the commodity. Ronald Reagan Institute Director Roger Zakheim on the investment implications of Speaker McCarthy’s visit with the President of Taiwan. Our Phil LeBeau broke down the latest quarterly auto sales while Contessa Brewer talks what it means for the gambling stocks that this year’s men’s Final Four is composed of smaller schools and underdogs.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It is shaping up to be a busy week for investors with a jobs report, key data and earnings on the horizon. So, what is the set up for your money? Cameron Dawson of NewEdge gives her forecast. Plus, #1 retail analyst Matthew Boss of JP Morgan upgraded Macy’s. He explains why – and breaks down the state of the consumer. And, top chip analyst Stacy Rasgon from Bernstein is changing his tune on Intel. He breaks down the catalysts behind that call. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks surged in the final hour of trading, sending all averages higher for the quarter. Jefferies’ David Zervos and Richard Bernstein Advisors’ Rich Bernstein talk how to position heading into Q2. Plus, Evercore Head of Technical Analysis Rich Ross lays out the technical case for more upside ahead in tech stocks. We also get top picks in industrials from RBC Capital Market’s Deane Dray and in space stocks from BofA Securities’ Ron Epstein while Apollo Global’s Torsten Slok on weigh investors shouldn’t think the banking crisis is completely behind us. Our Kristina Partsinevelos digs into Micron’s wild week.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What lies ahead for stocks as the calendar turns? Will tech continue to lead? Will the Fed continue to hike? Sebastein Page of T Rowe gives his expert take. Plus, Capital Wealth Planning’s Kevin Simpson gives 5-star investing advice and breaks down where he is putting his money to work right now. And, Hightower’s Stephanie Link gives her forecast for Meta as it closes in on its best quarter since 2013.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back-to-back positive session for the major averages has the S&P 500 back above 4000. Ariel investments’ Charles Bobrinskoy and Evercore’s Julian Emanuel on how to position right now. WWE CEO Nick Khan says there has been a “robust response” from potential bidders for the company after Vince McMahon’s return and he remains optimistic about legalizing betting on the sport. General Catalyst CEO Hemant Taneja penned an op-ed this week arguing for specific new rules and regulations around AI. He breaks down his case. Morgan Stanley’s Keith Weiss has some top picks in the software sector and our Meg Tirrell wraps up her series on the prescription drug crisis with a look the huge shortages of both antibiotics and generic drugs. Plus, Morgan Brennan with a look at tomorrow’s inflation data, today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Banks under the microscope today with new questions over whether they’ll soon be under tighter regulations. Star bank analyst Mike Mayo of Wells Fargo Securities gives his take. Plus, EMJ’s Eric Jackson says the rally in tech is only just beginning. He explains why. And, PIMCO’s Erin Browne is flagging a big opportunity overseas – she tells us why this could be a major safety play.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Founders Fund was fingered in the days after Silicon Valley Bank’s collapse as a possible accelerant for the failure. General Partner Keith Rabois talks why that wasn’t the case, why TikTok should be banned in the US and why researchers should not pause AI experimentation. Meanwhile stocks closed near session highs as the averages shook off Tuesday’s declines. Axonic Director of Research Peter Cecchini talked the market action and Loop Capital’s Anthony Chukumba gave instant reaction to RH’s earnings. Jon Fortt walks through why Intel had its best day since November and NBER Director Charles Dallara talks calls for more banking regulation.  Our Kate Rogers reports on former Starbucks CEO Howard Schultz time in front of Congress today and Meg Tirrell analyzes the lack of generic drugs on the market. Plus, Macquarie’s Tim Nollen on Q2 opportunities in the communication services sector.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The seven largest names within the S&P 500 have accounted for nearly all of the year’s gains. Is that a sign of strength or weakness for your money? Trivariate’s Adam Parker and Requisite Capital’s Bryn Talkington give their expert takes. Plus, star Wedbush analyst Dan Ives breaks down what he is calling “the new safety trade.” And, Jim Stewart of the NYT weighs in on the latest shakeup at Disney.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.