Closing Bell

“Too soon to declare victory over inflation” – that’s what JP Morgan’s Jamie Dimon says. So, where is the rally really going from here? Bryn Talkington of Requisite Capital Management gives her take. Plus, instant reaction to Lyft, PayPal and Expedia results. And, Mike Santoli explains what he is watching as we head into the final trading day of the week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks sell off on rising fears the Federal Reserve will raise interest rates higher than investors are expecting. Cantor Fitzgerald's Eric Johnston and Fairlead's Katie Stockton explain why they are both skeptical of the recent rally and believe the market could  keep falling. Disney taking investors on a roller coaster ride after reporting better than expected earnings. Rosenblatt's Barton Crockett raised his price target on the stock and explains why investors should buy the stock on the pullback. JPMorgan CEO Jamie Dimon says it's too early to declare victory against inflation. Bank of America Securities Economist Michael Gapen tells us whether he agrees. Sunnova CEO John Berger discusses the demand for solar panels amid concerns about the economy and consumer spending. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A parade of earnings hit the tape in Overtime – with investors squarely focused on Disney. Instant shareholder analysis from Sand Hill Global’s Brenda Vingiello and Patti Brennan of Key Financial. Plus, Disney CEO Bob Iger announced a big restructuring on the company’s conference call. Jim Lebenthal of Cerity Partners gives his first reaction to that news.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks pulled back in Wednesday trading amid more earnings and concerns around the Fed’s rate hike path. CME CEO Terry Duffy breaks down the trading environment and the signals he sees from chair Powell. CVS CEO Karen Lynch joins for an exclusive interview on the back of earnings and a multi-billion dollar deal for Oak Street Health. Under Armour founder Kevin Plank and interim CEO Colin Browne discuss earnings and inventory issues. Plus the latest on Uber’s pop, a hiccup around Activision’s deal with Microsoft, and Bard’s blunder that sent shares of Alphabet lower. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed chair spoke today – and his comments have investors wondering what could be in store for the future of the rally. Virtus’ Joe Terranova gives his market forecast. Plus, star VC Lo Toney of Plexo Capital gives his take on Microsoft’s big bet on artificial intelligence. And, Vanguard CEO Tim Buckley – who oversees more than $7T in assets – weighs in on the market and the fed.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

: The major averages took a rollercoaster ride mid-session as Wall Street reacted to comments from Fed Chair Powell at the Economic Club of Washington. Former Fed Vice Chairman Richard Clarida joins to break down the messaging and to share his expectations for rate policy for the rest of the year. Shares of Chegg were in detention after the ed-tech company gave light revenue guidance. CEO Dan Rosensweig discusses what analysts might be missing in the outlook. Citi’s Jim Suva talks about Apple’s prospects in the growing A.I. race, as Microsoft unveils how it will integrate ChatGPT into search. Plus the latest on a pop for Zoom, and a potential healthcare deal in the works. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is it time – for the first time in a long time – to play offense in this market? Vantage Rock’s Avery Sheffield gives her take. Plus, EMJ’s Eric Jackson makes the case for a slew of growth stocks. And, Mark Newton from Fundstrat breaks down the key levels he is watching to start the week.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks fell to start the week, but closed well off the worst levels of the session, as investors await a number of big earnings and a key speech from Fed chair Powell on Tuesday. The Nasdaq saw the sharpest declines, finishing lower by around 1%. Toni Sacconaghi from Bernstein and David Rolfe from Wedgewood Partners discuss the prospect of a lost decade for tech investors. The CEO of C3.AI talks about his stock’s huge run amid the buzz surrounding AI and ChatGPT. Anna Ashton from Eurasia Group breaks down the implications of the US’s decision to shoot down a suspected Chinese spy balloon. Plus the latest on big pullbacks for RH and Tyson Foods, and the buzz surrounding a drug side-effect dubbed “Ozempic face.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a big week for the markets – the question remains: did the bulls get the leg up they were looking for? John Mowrey of NFJ Group gives his take. Plus, big tech shareholder George Seay weighs in on the state of the sector after a parade of earnings. And, market expert Mike Santoli’s Last Word as we head into a fresh week of trade. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks declined in Friday trading following a blowout jobs number that nearly tripled estimates, and on the back of weakness in the tech sector after disappointing results from Amazon and Alphabet. National Economic Council Director Brian Deese breaks down what he called a “surprisingly strong” headline jobs number. Youssef Squali from Truist discusses his outlook for Alphabet and Amazon on the back of soft earnings. PNC CEO Bill Demchak talks about the signs he’s seeing from consumers and the state of the lending business. Plus the latest on Ford’s pullback, Starbucks and Apple results, and Ryan Cohen’s new target. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.