Closing Bell

Stocks gave up an early rally, closing lower for the day, following a report on Apple warning about slower hiring and spending for some teams. Katie Stockton from Fairlead Strategies breaks down the key levels to watch on the S&P 500 following the reversal. Meantime Bank of America’s CEO Brian Moynihan joins to break down his company’s earnings report, and whether or not he sees any signs of a recession on the horizon. And analyst Michael Nathanson discusses the key things to watch when Netflix kicks off FANG earnings on Tuesday. 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 to end the week. But what could lie ahead with a slew of big earnings slated for next week? Fundstrat’s Tom Lee gives his take. Plus, we’re breaking down all the key themes to watch ahead of those big tech results – including the likes of Netflix. And, market expert Mike Santoli’s Last Word on a volatile week for stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks surged to end the week on the back of strong retail data and a jump for the banks. Wells Fargo CFO Mike Santomassimo joins to discuss his firm’s quarter and if he sees a recession in the cards. Solar stocks sat out the rally after Sen. Manchin reportedly poured cold water on new climate change funding. The CEO of Sunnova weighs in on what that means for his sector. And market experts Barbara Doran and Bob Doll discuss the outlook for stocks as earnings season kicks into high gear. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Could today’s lackluster earnings be an ugly preview of what is to come in the next few weeks? That and Fed fears could rattle the markets in a big way. Greg Branch of Veritas Financial Group gives his market outlook. Plus, some “battle-tested” tech plays. Hari Ramanan of Neuberger Berman is naming some top names for your portfolio. And, Alger’s Ankur Crawford explains where she’s seeing opportunity in growth stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks closed well off their lows after an initial plunge sparked by disappointing earnings from JPMorgan and Morgan Stanley. Hennessy Funds’ David Ellison breaks down those results and the read-through for the rest of earnings season. Affirm founder Max Levchin discusses the state of the consumer and the buy-now, pay-later model after rival Klarna took a major valuation haircut. And the CEO of Hannon Armstrong – the target of a short seller call from Muddy Waters – joins with his response to the report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Could the Fed actually hike interest rates by 100 basis points in just a few weeks? Former Dallas Fed President Richard Fisher gives his prediction and what it could mean for the economy. Plus, NewEdge Wealth’s Cameron Dawson says we could see another 10% drop before things start to get better. She makes her case. And, Kristen Bitterly of Citi Global Wealth breaks down the top defensive plays to make in this current environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks closed mostly lower – but off their worst levels – after another red hot inflation print showed prices rose by more than 9% in June – the biggest jump in 40 years. Deputy Treasury Secretary Wally Adeyemo weighs in with the White House plan to combat higher energy costs. Meantime Netflix popped on news of a partnership with Microsoft for its ad-supported subscription tier. Analyst Mark Mahaney discusses the prospects for the stock, and the outlook for tech more broadly ahead of earnings. And Chevron CEO Mike Wirth tells Sara whether or not he thinks oil prices are heading for a renewed surge. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The all-important CPI report drops in the morning just as earnings season is kicking into high gear. So, what should investors do? We ask Trivariate’s Adam Parker. Speaking of earnings, the big banks are among the first set to report. Top analyst Mike Mayo of Wells Fargo Securities breaks down what to watch. And, VC heavyweight Lo Toney weighs in on some top tech plays 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.

The major averages fell in another choppy day on Wall Street, losing momentum in the final hour of trading, with the tech-heavy Nasdaq seeing the sharpest pullback. Eric Jackson from EMJ Capital makes the case for owning some growth tech names, and lists his favorites. Investor Carson Block joins to outline his new ESG-focused short idea. And Lightspeed partner Bejul Somaia discusses the state of the VC industry amid news a big down-round from fintech company Klarna. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings and a key read on inflation on deck – and investors are weighing the big risks. Payne Capital’s Courtney Garcia breaks down what she is watching. Plus, Cowen reiterated its buy on Apple – adding that it could climb more than 40% over the next year. The analyst behind that call makes his case. And, Twitter just sent a letter to Elon Musk’s attorneys. Big Technology Founder Alex Kantrowitz 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.