Closing Bell

Latest Episodes:

Closing Bell Overtime: Andreessen Horowitz Co-Founder Ben Horowitz On AI, Investing In America; Big Tech Earnings Kick Off With Alphabet & Microsoft 1/30/24 Jan 30, 2024

Show notes

The first two of the big tech names reported today: Alphabet and Microsoft. Investors are still digesting results but Vital Knowledge’s Adam Crisafulli gives his take. Evercore analyst Mark Mahaney on what he makes of Alphabet while DA Davidson’s Gil Luria digs into Microsoft’s report. CFRA’s Angelo Zino takes a look at AM and Stephens’ analyst Joshua Long breaks down Starbucks. Other earnings include Skyworks, Mondelez and EA. Plus, Morgan Brennan has an exclusive interview with Andreessen Horowitz co-founder Ben Horowtiz talks investing in America and the national interest.

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Closing Bell: Moment of Truth for Tech? 1/30/24 Jan 30, 2024

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We are counting down to the critical earnings reports in Overtime – with both Microsoft and Alphabet on the docket. All-star panel of Alger’s Ankur Crawford, JP Morgan Asset Management’s Meera Pandit and CNBC Senior Markets Commentator Mike Santoli break down what they’re watching and what it at stake. Plus, Sebastien Page from T. Rowe Price is flagging what he thinks is the biggest risk to the market this year. And, star chip analyst Stacy Rasgon explains what he is watching ahead of AMD’s report after the bell.

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Closing Bell Overtime: Juniper CEO On AI-Native Networking; Klarna CEO On The Credit Health Of The Consumer; What The Options Market Is Saying About Big Tech Earnings 1/29/24 Jan 29, 2024

Show notes

We get you set for a monster week of earnings from Big Tech companies. But before that, it was another record close for the S&P 500. Wells Fargo’s Scott Wren and Truist’s Keith Lerner break down positioning heading into this critical week. Earnings from F5 Networks, Super Micro, Cleveland-Cliffs, Nucor and Whirlpool. Juniper Networks CEO Rami Rahim on the company’s new AI-native networking platform. RBC’s Amy Wu Silverman on what the options market is predicting about big tech earnings. Klarna CEO Sebastian Siemiatkowski on the health of the consumer. Goldman’s Eric Sheridan previews big tech.

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Closing Bell: More Room to Run? 1/29/24 Jan 29, 2024

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Does the three-month takeoff for stocks still have room to run? That question could be answered for us this week. Dan Greenhaus of Solus Alternative Asset Management breaks down what he is expecting. Plus, King Lip of BakerAvenue Wealth Management is mapping out what he is watching ahead of mega-cap earnings. And, Bank of America’s Chris Hyzy is breaking out his market playbook. He tells us what he is expecting from the Fed and what that might mean for stocks.

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Closing Bell Overtime: Intel CEO Pat Gelsinger On Company’s Progress; Can Fed Celebrate Victory On Inflation Fight? 1/26/24 Jan 26, 2024

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The first very busy week of this earnings season wraps up, including results from Tesla, Intel and Netflix. Renaissance Macro’s Neil Dutta and Wilmington Trust’s Meghan Shue break down the action. Jon sits down with Intel CEO Pat Gelsinger on the latest quarter and the company’s progress. Former Federal Reserve board member Frederic Mishkin on the latest data and if the Fed can celebrate victory over inflation yet. Payoneer CEO John Caplan on what his data is saying about the consumer.

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Closing Bell: The Make-or-Break Week Ahead 1/26/24 Jan 26, 2024

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What are stocks likely to do in the weeks ahead? Especially as we await a critical five days ahead. Professor Jeremy Siegel of the Wharton School maps out his forecast. Plus, Wedbush’s Dan Ives is changing his tune on Tesla. Earlier this week, he joined Scott Wapner at Post Nine and doubled down on his bull case for the EV maker. Now he’s saying he was “dead wrong.” He breaks down his updated take. And, Meta hit a fresh record today. Julia Boorstin explains what’s behind that major move.

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Manifest Space: $100M Series Funding with True Anomaly CEO Even Rogers 1/25/24 Jan 26, 2024

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Space has transformed from a peacetime domain to a military one, spurring space startups to target warfighting demand. The niche of defense tech and national security space startups is gaining investor interest, with True Anomaly a recent benefactor. CEO Even Rogers joins Morgan Brennan to discuss the $100M Series B funding round it closed in December and his outlook for the first of its satellite launches later this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell Overtime: T-Mobile CEO Talks Latest Quarter; Earnings From Intel, Visa 1/25/24 Jan 25, 2024

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Another busy day of earnings with Intel, Visa, T-Mobile, L3Harris, Western Digital and more reporting numbers. T-Mobile CEO Mike Sievert talks the latest quarter and how the company is competing with Verizon, AT&T. Moor Insights & Strategy CEO Patrick Moorhead breaks down Intel’s quarter. Mizuho’s Dan Dolev on Visa earnings. Franklin Equity Group Portfolio Manager Sara Araghi on earnings season so far.

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Closing Bell: Time to Take Some Profits? 1/25/24 Jan 25, 2024

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Is it time to take some profits in some of the market’s biggest winners? Light Street’s Glen Kacher maps out his market strategy. Plus, Hightower’s Stephanie Link and Virtus’ Joe Terranova break down their market playbooks. And, star chip analyst Stacy Rasgon reveals what he is watching ahead of Intel’s report in Overtime and what he is expecting for the stock this year.

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Closing Bell Overtime+ CSX CEO Joe Hinrichs 1/25/24 Jan 25, 2024

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CSX CEO Joe Hinrich discusses the company’s quarterly earnings results, his thoughts on the broader economy, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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