Closing Bell

Tony Faddell, inventor of the iPod and co-inventor of the iPhone, joins to discuss the recent spate of bearish Apple headlines—and makes his case for why Apple has a strategic advantage in AI not just right now but for years to come. Plus, the fallout from WSJ’s bombshell report on Elon Musk and Russia and T. Rowe Price’s Tony Wang on how to position ahead of Big Tech earnings next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Between tech earnings and the election, the next two weeks are shaping up to be pivotal for the markets. Professor Jeremy Siegel tells us how he is navigating these upcoming events. Plus, 3Fourteen’s Warren Pies tells us why he sees stocks rallying into the year end. And, DataTrek’s Nick Colas is flagging what he says is a positive sign for the tech sector heading into 2025.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan sits down with Palantir CEO Alex Karp and L3Harris CEO Chris Kubasik to talk the strategic partnership announced between the two firms, advancing AI in the military and defending America and its allies around the world. Compass CEO Robert Reffkin on the surge in new home sales and mortgage rates. Plus, digging into Tesla’s best day in over a decade.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How should you play these markets over the remainder of the year? Virtus’ Joe Terranova, Merrill and BofA Private Bank’s Marci McGregor and Capital Area Planning Group’s Malcolm Ethridge tell us how they’re navigating the next few months. Plus, Erik Woodring from Morgan Stanley sets us up for Apple’s earnings next week. And, all the details behind Southwest’s stock drop after striking a deal with an activist investor.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A wild day of tech earnings, including from Tesla, IBM, Lam Research, ServiceNow, plus Las Vegas Sands and Mattel. High-profile analyst Dan Ives reacts to Tesla’s numbers and former board member Steve Westly gives a bigger picture take on where the EV-maker stands. Jon spoke with IBM CEO Arvind Krishna and ServiceNow CEO Bill McDermott before the earnings call and brings those comments to you.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How could the new rate reality impact the road ahead for stocks? Wells Fargo’s Chris Harvey, Requisite Capital Management’s Bryn Talkington and HSBC’s Max Kettner break down where they stand. Plus, Ashley MacNeill from Vista tells us where she is seeing opportunity in the software and tech space. And, we tell you what to watch from IBM and Tesla when they report after the bell.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CDC announced a link between McDonald’s and a multistate E. coli outbreak. Dr. Scott Gottlieb on what that means for the company and consumers. Morgan sits down with Norfolk Southern CEO Mark George for his first interview in the new role. Starbucks shares slid in Overtime after giving a Q4 warning and suspending its 2025 guidance. Plus, Evernote co-founder Phil Libin on tempering AI expectations.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rich Clarida, former Federal Reserve Vice Chairman, reveals insights on monetary policy and the Fed's future decisions. Keith Lerner highlights the enduring bull market with a focus on technology and cyclical sectors. Mike Rode discusses the economic influences shaping investment strategies. Jeff DeGraff offers technical analysis, pinpointing investment opportunities amidst current market trends, including the potential of AI-driven stocks. The conversation delves into inflation, interest rates, and how political shifts could impact fiscal policies.

Qualcomm CEO Cristiano Amon debuted his company’s new AI mobile chip right before joining to discuss the new chip’s performance, the AI strategy, Intel rumors and more. Glossier CEO Kyle Leahy breaks down her company’s sales, its foray into fragrance and if an IPO could be in the future. Plus, Morgan Stanley Global Chief Economist Seth Carpenter on the latest data the Fed is watching. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Explore the latest in market performance and upcoming mega cap earnings that could drive volatility. The discussion covers investment strategies that navigate rising yields and inflation skepticism. Insights on alternative investments reveal a resurgence in private equity. Key sectors like AI and housing trends highlight growth amidst market uncertainties. The panel also analyzes NVIDIA's dominance in the chip industry and examines how the upcoming election may shape economic policies.