Closing Bell

Stocks slightly lower to kick off August following July's rally. Hayman Capital Management Founder Kyle Bass says despite last month's gains, the bottom is not in yet, but he reveals when he thinks it will be time to buy back into the market. Goldman Sachs' Ashish Shah discusses whether investors are getting ahead of the Fed on interest rates and why he sees big opportunities in software and biotech stocks. Jefferies' Sheila Kahyaoglu on Boeing's bullish dreamliner news and why she sees much more upside ahead for the stock. And Lemonade CEO Daniel Schreiber discusses the insurance company's huge stock decline this year and when he thinks the company will become profitable. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks handed in a monster month with the S&P having its biggest gain since November 2020. So, as we head into August what could be in the cards for the market. Greg Branch of Veritas Financial Group gives his expert take. Plus, the case for small caps. Jill Carey Hall of Bank of America says the rally in this space is just getting started – she explains why. And, Plexo Capital’s Lo Toney breaks down some top tech trades for your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks surging to close out the week with big gains driven by strong results from tech titans Apple & Amazon. Mariner Wealth Advisors' Time Lesko and Rosenblatt Securities' Barton Crockett discuss where they see the biggest opportunity in tech following those results. One tech stock not doing as well is Roku. That stock plunging after reporting weaker than expected numbers. Evercore ISI's Schweta Khajuria explains why she's slashing her price target on the stock. Bespoke's Paul Hickey on whether the big gains in July will be able to carry over into August. Columbia Sportswear CEO Tim Boyle discusses whether consumers are cutting back on spending amid the ongoing economic uncertainty. And PIMCO's Libby Cantrill says the so-called Inflation Reduction Act in Congress is unlikely to cool inflation in the near term. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon, Apple and Intel all reported results in the Overtime session. Our all-star panel including Wedbush’s Dan Ives, Requisite Capital Management’s Bryn Talkington and Jason Snipe of Odyssey Capital all break down the results with instant, expert analysis. Plus, Amazon and Apple shareholder Mark Lehmann explains what he is listening for on tonight’s conference calls – and what it could all mean for investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks rallying again despite a report showing GDP contracted for the second straight quarter. Marriott CEO Tony Capuano met with President Biden on the state of the economy and discussed why he still sees strong consumer spending on travel. Neuberger Berman Managing Director Holly Newman Kroft reveals how she is advising high net worth clients to invest outside of equities and fixed income during this economic downturn. Solar stocks soaring today. Sunnova CEO John Berger reacts to the Senate deal on clean energy funding and what that means for his industry. Susquehanna's Chris Rolland on how semi stocks will be impacted by the newly passed Chips Act, which now heads to President Biden's desk. And Tilray Brands CEO Irwin Simon discusses the cannabis company's big sales beat and the potential impact on his industry if Republicans win the midterm elections. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another day of big earnings in Overtime with results from Meta, Qualcomm and Ford. Ritholtz Wealth Management’s Josh Brown and Hightower’s Stephanie Link give instant analysis. Plus, an exclusive sit down with Doubleline’s Jeffrey Gundlach with his first take on the Fed decision. And, NewEdge Wealth’s Cameron Dawson reacts to the day’s big rally and breaks down her market forecast. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks staging a big rally after the Federal Reserve raised interest rates by 75 basis points to fight inflation and hinted it could slow the pace of its rate hikes. Fmr. National Economic Council Director Gary Cohn discusses whether he thinks higher rates are helping to cool inflation and slow economic growth. Plus, he explains why he is more of a buyer than a seller in this market. Jefferies Chief Market Strategist David Zervos says he is also turning bullish and thinks the market could rally into the end of summer. And Ally's Lindsey Bell reveals whether investors should buy shares of Meta ahead of its earnings report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Highly anticipated tech earnings officially hit the tape in Overtime. Trivariate’s Adam Parker and Virtus Investment Partners’ Joe Terranova give their instant analysis. Plus, top chips analyst Stacy Rasgon weighs in on Texas Instruments’ results and gives his broad take on the sector. And, Short Hills Capital’s Steve Weiss explains how he is positioning his portfolio this 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.

The Dow & S&P 500 falling for the 2nd time in three days after Walmart cut its earnings forecast because inflation is forcing shoppers to cut back on discretionary items. Former Toys R US CEO Gerald Storch says this is the latest sign inflation will continue to weigh on consumer spending. Stifel's Mark Astrachan reveals where he sees opportunities in the retail industry. Evercore ISI's Mark Mahaney discusses how investors should trade Alphabet ahead of its earnings. Glenn Kelman, the CEO of real estate brokerage Redfin, reacts to the larger than expected decline in new home sales and says the housing market will continue to cool. And Medtronic CEO Geoff Martha discusses why passing the Chips Act in the Senate is so important for the future of the medical device industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big tech earnings kick off tomorrow… but what could it mean for the broad market? Avery Sheffield of Vantage Rock gives her forecast. Plus, Walmart cut it guidance and it sent the stock free-falling in Overtime. Instant analysis to that big move – and what it could mean for the rest of retail. And, the Fed in focus ahead of this week’s crucial decision. Nancy Davis of Quadratics breaks down how she is trading the volatility. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.