Closing Bell

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the general election broaches, what is the future of space policy? Investors see the space economy as a bipartisan issue, with gains to be made on either side. On this episode, Space Capital’s Chad Anderson joins Morgan Brennan to break down his space investing thesis, how China is moving at “breakneck speed”, and SpaceX.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pat Gelsinger, CEO of Intel, discusses the company’s improved earnings outlook and strategic shifts after challenging times. Tony Fadell, co-creator of the iPhone, shares insights on Apple's AI strategies and consumer behavior, particularly regarding new product features. Kevin Mann, President of Henning and Walsh Asset Management, provides analysis on Amazon's strong earnings and significant capital spending in AI. The conversation dives into the competitive landscape of tech companies, focusing on their performance metrics and growth trajectories.

What lies ahead for your money over the remainder of the year? NewEdge’s Cameron Dawson breaks down what she’s expecting for stocks into year-end. Plus, Meena Flynn of Goldman Sachs tells us how she is navigating the uncertainty surrounding the election, earnings and the upcoming Fed decision. And, we run through what to watch from Apple and Amazon when those company’s report in Overtime.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brian Armstrong, Co-founder and CEO of Coinbase, discusses his company's latest financial results and the evolving crypto landscape, particularly in light of upcoming elections. Dan Ives from Wedbush analyzes Microsoft and Meta's earnings, emphasizing the influence of artificial intelligence on their business strategies. Rohit Kulkarni of Roth MKM offers insights into Meta's performance and its impact on tech investors. The conversation highlights key trends in the tech sector, regulatory shifts, and the dynamic nature of the crypto market.

Brian Levitt, a portfolio manager at Invesco, Adam Parker, founder of Trivariate Research, and Dan Chung from Alger dive into the potential for a significant rally in tech stocks. They discuss expected earnings from giants like Microsoft and Meta, analyzing market dynamics and investor sentiment amid election uncertainty. The trio debates investment strategies, weighing small-cap versus large-cap trends, while highlighting the resilience of leading tech firms. Also covered are earnings from Robinhood and Starbucks, providing a comprehensive view of key market movements.

The earnings parade rolls on with Google, EA, Visa, Chipotle, Snap, AMD, Reddit and more. We have instant analysis and reaction from Evercore's Mark Mahaney, Bernstein's Stacy Rasgon and DA Davidson's Gil Luria. Plus, Chipotle interim CEO Scott Boatwright gives his first earnings interview in the role to talk his strategy for the company, the latest results and more.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Greenhaus from Solus Alternative Asset Management, Courtney Garcia of Payne Capital Management, Brian Belski from BMO, Katherine Stueland, CEO of GeneDX, and Doug Clinton of Intelligent Alpha delve into the mega-cap tech landscape. They discuss the urgency surrounding Alphabet's upcoming earnings amid fierce competition and regulatory hurdles. Stueland also shares GeneDX's success in pediatric genetic diagnostics and their innovative approach to genetic testing. Insights into mid-cap investments and AI's impact on market dynamics provide listeners with valuable takeaways.

John Lawler, Ford's CFO, delves into the company’s Q3 earnings and the future of the EV market, highlighting key financial strategies. Josh Wolfe, co-founder of Lux Capital, discusses investment opportunities in defense tech and the launch of Lux Labs aimed at fostering American innovation. Janine Stickter of BTIG analyzes VF Corp's impressive turnaround, emphasizing its impact on market performance. Together, they navigate the complexities of corporate earnings amidst shifting economic landscapes and technological advancements.

Samir Samana from Wells Fargo Investment Institute shares insights on market performance and future trends. Steve Leisman updates listeners on Treasury borrowing antics and their implications. Deirdre Bosa discusses Alphabet’s strategy amidst a competitive advertising landscape, while Richard Fisher dives into monetary policy impacts. The conversation navigates tech earnings expectations, market dynamics with rising yields, and the potential shift towards mid-cap stocks, all while addressing the delicate balance of investor sentiment in these changing times.