Closing Bell

Morgan Brennan sits down with Steve Altemus, CEO and co-founder of Intuitive Machine, a company known for lunar landings. But the company just bought Lanteris (formerly part of Maxar )to expand into multi-domain space and establish deep-space communications. Altemus explains how Intuitive Machines plans to own and operate a “Verizon from the Moon,” the next steps in its lunar landing missions, and how the ongoing government shutdown is affecting new space contracts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are markets starting to rotate out of tech? Jim Paulsen of Paulsen Perspectives weighs in as investors reassess the rally. On Capitol Hill, Emily Wilkins tracks the latest on the government shutdown. Mark Mahaney of Evercore ISI breaks down gig economy earnings and investor takeaways. Dana Telsey dives into retail and consumer trends. Plus, Kathy Boyle of Andreessen Horowitz joins to discuss the cooling AI trade and OpenAI’s leadership drama. Also featuring travel disruptions with Phil LeBeau and a look at next week’s catalysts with Adam Crisafulli of Vital Knowledge. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Farr, Miller & Washington’s Michael Farr breaks down the big earnings movers, including Affirm, Block, Expedia and Airbnb. William Blair’s Jed Dorsheimer breaks down Musk’s pay package vote. HSBC’s Alastair Pinder on where to invest globally. Rockwell Automation CEO Blake Moret on his company’s strong quarter and using AI. LinkedIn Head of Economics Kory Kantenga on alternative jobs data. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the recent AI unwind the start of something bigger? We discuss with Partners Group’s Anastasia Amoroso, Neuberger Berman’s Shannon Saccocia and Wilmington Trust’s Meghan Shue. Plus, shares of Qualcomm fell despite better-than-expected Q4 results and a strong forecast. We discuss that move with star analyst Stacy Rasgon. And, Morgan Stanley’s Lisa Shalett tells what she is expecting from stocks – amid an ugly day for the broad market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech bounced back after yesterday’s slide. Argent Capital portfolio manager Jed Ellerbroek breaks down the big earnings movers after hours, including Robinhood, Arm, Qualcomm and Lyft. Unity COE Matthew Bromberg on his company’s blowout quarter. Seaport analyst Jay Goldberg analyzes Qualcomm’s quarter and guidance. Quantinuum CEO Rajeeb Hazra on launching its new commercial product Helios. Fundstrat’s Tom Lee on bitcoin’s bounceback. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is the state of the retail investor? We discuss with Mike Santoli – as well as the head of advisor services for Charles Schwab Jon Beatty and advisor Shirl Penney of Dynasty Financial. Plus, iCapital’s Sonali Basak tells us where she sees the AI trade heading from here. And, we run through all the key themes to watch from Snap and Qualcomm results in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Are we starting to see the tide go out on the bull market or is this just some froth being skimmed away? We discuss with Dan Greenhaus of Solus Alternative Asset Management, Sofi’s Liz Thomas and Ned Davis Research’s Ed Clissold. Plus, we discuss some big opportunities outside of the tech and AI space with portfolio manager Brian Kersmanc of GQG Partners. And, star analyst Stacy Rasgon tells us what he is expecting from AMD results in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

What will these final two months of trading hold for investors? We discuss with Trivariate’s Adam Parker, NewEdge Wealth’s Cameron Dawson and Invesco’s Brian Levitt. Plus, Amazon surged following its first-ever deal with OpenAI. Big Technology’s Alex Kantrowitz breaks down what he thinks this partnership could mean for the AI arms race. Goldman Sachs’ Tony Pasquariello reveals his message to investors as we kick off a new trading month. And, star analyst Dan Ives tells us why he’s raising his price target on Palantir ahead of that company’s earnings in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

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.

A huge night for markets as Amazon, Apple, Reddit, and Coinbase all report earnings. Barbara Doran of BD8 Capital and Kevin Gordon of Charles Schwab discuss the broader market reaction, while Rohit Kulkarni of Roth MKM breaks down Amazon’s results. Dan Ives of Wedbush and Patrick Moorhead of Moor Insights analyze Apple. David Sewell, CEO of Solstice Advanced Materials, joins to discuss the debut of the Honeywell spinoff. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are investor expectations – and magnificent 7 stock prices – set too high as these companies try to justify massive AI spending? Or is this just a pause in the AI-propelled rally? We discuss with Big Technology’s Alex Kantrowitz, Requisite Capital’s Bryn Talkington and Odyssey Capital’s Jason Snipe. Plus, it’s not just about earnings. We discuss the other big catalysts for stocks and what could be at stake for your money as we head into year end with NewEdge Wealth’s Cameron Dawson and Palumbo Wealth Management’s Phil Palumbo. And, Doug Clinton from Intelligent Alpha gets us set up for Amazon and Apple results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Brennan sits down with Ashley Pilipiszyn, CEO and founder of Besxar, a startup that just emerged from stealth with a bold mission — manufacturing semiconductors in space. Pilipiszyn explains how Besxar’s autonomous “fab ships” leverage the ultra-high vacuum of space to create ultra-pure wafers and substrates — the foundation for every advanced chip powering AI, data centers, and defense systems. They discuss the company’s upcoming launch campaign with SpaceX and why space-based manufacturing could dramatically cut costs while securing domestic chip supply chains. Pilipiszyn also shares how her time at OpenAI and SLAC National Lab inspired this fusion of AI, materials science, and orbital production — and why she believes in-space manufacturing is American manufacturing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s one of the biggest earnings days of the quarter, with Google, Meta, Microsoft, Starbucks, and Chipotle all reporting. Stephane Link of Hightower Advisors and Mike Santoli break down the results. Brent Thill of Jefferies weighs in on Microsoft’s quarter and tells us why the stock is lower. Gil Luria of DA Davidson offers his take on Google and Meta. David Zervos of Jefferies puts the latest Fed meeting in context for investors and offers his analysis of Powell’s presser. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

DoubleLine Capital’s Jeffrey Gundlach gives his first, instant reaction to the Fed decision and Chair Powell’s news conference. He breaks down his forecast for stocks and the economy. Plus, it’s a big afternoon for big tech. Meta, Alphabet and Microsoft all report in Overtime. We break down what to watch and discuss with experts Mike Santoli, Big Technology’s Alex Kantrowitz and NewEdge Wealth’s Robert Sechan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks notch fresh record highs as investors weigh Big Tech’s next moves and massive AI investments. Brent Schutte of Northwestern Mutual and Malcolm Ethridge of Capital Area Planning Group break down what’s driving the rally. Mackenzie Sigalos reports on Amazon’s sweeping AI push and major job cuts, while Vivek Arya of Bank of America shares insights from Jensen Huang and Lisa Su on the state of semiconductors and the demand picture. We also hear from Check Point CEO Nadav Zafrir on earnings and Nvidia partnership news. Starbucks’ struggles with Jacob Aiken-Phillips of Melius Research. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks hit new records yet again. We discuss the road ahead for the rally with our all star panel – Trivariate’s Adam Parker, New York Life’s Lauren Goodwin and Merrill and Bank of America Private Bank’s Chris Hyzy. Plus, Wells Fargo’s Mike Mayo just upped his price target on one of his favorite names. He tells us which one and why. And, Oz Pearlman – the Wall Street Mentalist – brings his talents back to Post Nine and reads the minds of Scott Wapner and Brandon Gomez. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.