Closing Bell

Netflix reported results in Overtime – that stock initially popping on the numbers. Shareholders Jason Snipe of Odyssey Capital and George Seay of Annadale Capital give their instant reaction. Plus, top technician Mark Newton from Fundstrat is raising the red flag on one key part of the market. And, Hightower’s Stephanie Link breaks down the key earnings reports she is watching next 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 pulled back again Thursday, adding to steep losses from Wednesday’s session. Strategist Warren Pies from 3Fourteen Research weighs in on the market moves and new comments from Fed vice-chair Lael Brainard on inflation. Sara sits down with celebrated investment banker Ken Moelis for a wide-ranging interview from the World Economic Forum in Davos, where he explained why he sees a big ramp-up in activist investing ahead. Analyst Tim Nollen gives a preview of what to expect from Netflix earnings. Plus the latest on Meta, FTX, and the debt ceiling debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks pulling back today – perhaps being pushed along by more fed hawks talking about higher rates for longer, even as some suggest a soft-landing looks more likely. Ritholtz Wealth Management’s Josh Brown gives his instant reaction to an ugly close on Wall Street. Plus, the number one retail analyst – Matthew Boss – gives his forecast for the sector and breaks down his top pick. And, the key themes every investor needs to watch when Netflix results hit the tape tomorrow in Overtime. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks pulled back sharply in Wednesday trading as investors digested a batch of economic data and the latest signals from the Fed’s Beige Book. Bespoke’s Paul Hickey weighs in on the “soft landing” debate and what he sees in the market right now. Barbara Doran from BD8 Capital Partners breaks down where she sees opportunities. Sara sits down with the CEOs of Pepsico and ServiceNow at the World Economic Forum in Davos, where they struck an optimistic tone about the business environment. Plus the latest on Microsoft’s job cuts, retail sales, and Moderna’s RSV vaccine. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market is at a pivotal point just as earnings season is getting ready to heat up. But can recent resiliency in stocks really last? Liz Young of Sofi weighs in. Plus, top technician Jonathan Krinsky is flagging two charts that he says are going to head in opposite directions. And, Moderna reported positive news from its RSV vaccine trial. Steve Weiss – a Moderna shareholder – gives his instant reaction. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It was a mixed session for the major averages as Goldman Sachs weighed on the Dow, while the Nasdaq moved between gains and losses. CFRA’s Ken Leon discusses Goldman’s earnings, along with Morgan Stanley results and his outlook for the rest of the banks. Sara Eisen sits down the CEOs of HP and Williams-Sonoma at the World Economic Forum in Davos, to discuss their views on the economy, the consumer, China’s reopening, and the supply chain. Amit Daryanani from Evercore ISI joins to break down his bullish call on Apple. Plus the latest on a big drop for Travelers and Ryan Cohen’s new activist campaign. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings season is about the heat up. But, will it extend this early-year rally in stocks or derail it? Anastasia Amoroso of iCapital gives her take. Plus, 5-star stock picks from Capital Wealth Planning’s Kevin Simpson. He explains the big moves he’s making in his portfolio. And, Tesla shareholder Bryn Talkington of Requisite Capital gives her take on the slide in auto stocks amid pricing problems from the EV maker. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks made an impressive comeback throughout the session after opening lower following big bank earnings. Bank of America CEO Brian Moynihan joins exclusively with his thoughts on the investment banking landscape, the possibility of a recession, and the state of the consumer. Sara also speaks with Wells Fargo’s CFO Mike Santomassimo for a look inside his quarter and the bank’s moves in the mortgage market. Plus the latest on Tesla, a tech warning, and Goldman Sachs analyst Noah Poponak on why he’s turning bearish on some defense names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another CPI report shows that inflation is cooling … and the Fed is still talking tough. So what’s next for stocks? Charles Schwab’s Liz Ann Sonders gives her take. Plus, Wells Fargo’s Mike Mayo breaks down what investors should be watching from big bank earnings. And, Solus’ Dan Greenhaus gives his forecast for earnings season. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks rallied for a third-straight session after December inflation numbers showed a cooldown from the previous month. Holly Newman Kroft from Neuberger Berman discusses the CPI print and her take on the Fed’s strategy and market impact. Disney shares rallied after billionaire Nelson Peltz launched a fight to gain a board seat at the company. Analyst Peter Supino explains why he thinks Peltz’s ideas for Disney are “reasonable and collaborative.” Meantime Sara sits down for a rare interview with Nike CEO John Donahoe, where he gives his read on inflation and the strength of the consumer in America and China. Donahoe also discusses the decision to part ways with NBA star Kyrie Irving late last year. Plus the latest on chips, the banks, and crypto’s comeback. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.