Closing Bell

Latest Episodes:

Closing Bell: A Sign of Something More Serious? 01/18/24 Jan 18, 2024

Show notes

Is this still a routine and needed pause after an overheated rally at the end of 2023? Or is the pressure building toward something more serious? Our all-star panel of Solus’ Dan Greenhaus, Virtus’ Joe Terranova and Crossmark’s Victoria Fernandez break down their thoughts. Plus, Doug Clinton from Deepwater Asset Management is bracing for an AI bubble. He explains how this factors into his 2024 tech playbook. And, top technician Jeff DeGraaf thinks it’s time to buy the dip in small caps. He makes his case. And, Humana shares getting hit today. CNBC’s Bertha Coombs reveals what is behind that move.

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Closing Bell: Overtime: CEA Chair Jared Bernstein On The Biden Economy & Targeting Overdraft Fees; Prologis CEO On Commercial Real Estate 01/17/24 Jan 17, 2024

Show notes

Stocks bounced in the final hour but it wasn’t enough to turn the averages positive on the session. Ariel Investments’ Charlie Bobrinskoy and BNY Mellon’s Jake Jolly on how to position as earnings season ramps up. CEA Chair Jared Bernstein talks the state of the economy and the Biden administration’s plan to target bank overdraft fees. Piper Sandler analyst Patrick Moley on Charles Schwab’s sell off after earnings; Oppenheimer’s Dominick Gabriele on Discover Financial earnings. Fairlead Strategies founder Katie Stockton on why the technicals support more upside for Nvidia, despite its wild 2023. Prologis CEO Hamid Maghadam on the company’s latest quarter and how the macro environment is impacting logistics.

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Closing Bell: Are the Bulls Too Bullish? 01/17/24 Jan 17, 2024

Show notes

Has investor sentiment gotten too bullish? Josh Brown of Ritholtz Wealth Management, CNBC’s Steve Liesman and New York Life Investment’s Lauren Goodwin discuss. Plus, Morgan Stanley’s Chris Toomey makes the case for caution and breaks down what he is expecting from the Fed this year. And, star VC investor Rick Heitzmann is giving his forecast for the magnificent 7.

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Manifest Space: John Deere's SpaceX Strategy with Deere CTO Jahmy Hindman 1/16/24 Jan 17, 2024

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John Deere is partnering with SpaceX to use Starlink, its space-based internet service to elevate its digital solutions. The heavy-equipment heavyweight has invested billions of dollars to develop digital products & services for farmers. Starlink will connect agriculture machines to internet in remote, low-connectivity areas. CTO Jahmy Hindman joins Morgan Brennan to discuss the terms of the deal, working with SpaceX and the industry-first deal. 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: Synopsys CEO On $35B Deal For Ansys; Deere CTO On Groundbreaking Partnership With SpaceX 01/16/24 Jan 16, 2024

Show notes

Another negative day for the major averages after bank earnings rolled on. Vital Knowledge’s Adam Crisafulli and Datatrek Research’s Nick Colas break down the market action. Interactive Brokers Chairman Thomas Peterffy reacts to his company’s latest quarterly results and how the trading environment could be impacted by the Fed’s next move. Synopsys is buying Ansys for $35B; Synopsys CEO Sassine Ghazi on the synergies behind the deal. Invitation Homes CEO Dallas Turner on the current housing market. Plus, Morgan talks with Deere CTO Jahmy Hindman on the company’s just-announced partnership with SpaceX.

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Closing Bell 1/16/24 Jan 16, 2024

Show notes

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.

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Closing Bell: Overtime: Fundstrat’s Tom Lee On Markets, Bitcoin; The AI Halo Effect For Tech Darlings 1/12/24 Jan 12, 2024

Show notes

Averages ended the week higher for the 10th time in the past 11. Fundstrat’s Tom Lee and MUFG Americas Head of US Macro Strategy George Goncalves break down this week’s moves and look forward to earnings season. Our Leslie Picker and RBC analyst George Cassidy react to the first wave of bank earnings. 3Fourteen Research Co-Founder Warren Pies on where he’s positioning. Ben Reitzes, Melius Head of Technology Research, talks AI’s halo effect for tech stocks in 2024.

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Closing Bell: Routine Refresher or Warning Sign? 01/12/24 Jan 12, 2024

Show notes

Are investors right to declare virtual victory over inflation and position for an easier fed? And is the stock market’s two-week pause a routine refresher or a warning that the late 2023 rally ran too far? Dan Greenhaus of Solus and Invesco’s Kristina Hooper weigh in. Plus, a CNBC exclusive with Citi CFO Mark Mason following that company’s earnings report earlier today. Henry McVey breaks out his playbook for 2024 and tells us where he is seeing opportunity this year. And, it was an ugly day for airlines. TD Cowen’s top analyst Helane Becker reacts to that sector’s sell-off.

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Closing Bell: Overtime: IBM CEO On AI Deployment; CrowdStrike CEO On New AI Cyber Threats 01/11/24 Jan 11, 2024

Show notes

It is finally here: the first day of trading for spot bitcoin ETFs. Marathon Digital CEO Fred Thiel and Mike Belshe, Bitgo CEO, on what it means for the price and the companies involved. IBM CEO Arvind Krishna talks AI deployment, the cloud and the company’s consultancy business. CrowdStrike CEO George Kurtz on how the company is adjusting to new threats as AI usage proliferates. Former Kansas City Fed President Thomas Hoenig talks the latest inflation data.

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Manifest Space: Infrastructure as a Service with Loft Orbital COO Alex Greenberg 1/11/24 Jan 11, 2024

Show notes

What if you could get access to space to run applications or collect data without building your own hardware or launching a spacecraft to orbit? Loft Orbital is setting out to provide space infrastructure as a service, running some of its satellites currently in orbit and aiming to conduct “virtual missions.” Loft Orbital Co-Founder & COO Alex Greenberg joins Morgan Brennan to discuss the company’s business model, computing services from space, and its plug-and-play approach to space. 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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