Closing Bell

Latest Episodes:

Closing Bell Overtime: The Real Story Behind Disney’s Succession Mess With Alex Sherman; C3.AI CEO On Earnings And New Tools 9/6/23 Sep 06, 2023

Show notes

Stocks closed lower again today. Jefferies’ David Zervos and Richard Bernstein Advisors’ Michael Contopoulos break down the market action, including earnings from C3.AI, GameStop, Chargepoint and American Eagle. C3.AI CEO Tom Siebel talks the latest quarter, its new AI suite of tools and remaining performance obligation. Our Alex Sherman talks what really went down behind the scenes at Disney as Bob Iger chose, then unchose, Bob Chapek as his successor. AeroVironment CEO Wahid Nawabi on AVAV’s quarter and assisting the war in Ukraine. Zscaler CEO Jay Chaudhry on earnings.

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Closing Bell: Dissecting the September Slump 9/6/23 Sep 06, 2023

Show notes

Is this month going to live up to its billing and will mega caps like Apple might be more vulnerable than you think? Trivariate’s Adam Parker, Hightower’s Stephanie Link and CNBC’s Steve Kovach give their expert takes. Plus, we drill down on the beige book, ISM data and all of today’s Fed speak with CNBC’s Steve Liesman and Mike Santoli. And, BTIG’s Jonathan Krinsky is taking a look at restaurant performance as we start September.

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Closing Bell Overtime: Breaking Down The Post Labor Day Sprint; Goldman Makes The Case For AI Fundamentals 9/5/23 Sep 05, 2023

Show notes

Description: Stocks ended mostly lower to kick off the post-Labor Day sprint to the finish. GenTrust’s Mimi Duff and Clearbridge’s Jeffrey Schulze break down the market action. Earnings from Asana, Gitlab and Zscaler. Deepwater’s Gene Munster talks top-down view of investing in AI, and weighs in on a new Goldman Sachs note declaring “AI is not a Bubble.” DataTrek Research’s Nick Colas on the bull case for gold right now. Janus Henderson Investors CEO Ali Dibadj on the fourth quarter playbook.

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Closing Bell: Debating the State of Stocks 9/5/23 Sep 05, 2023

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Is the markets uncanny resiliency throughout much of 2023 a sign of what’s to come in the months ahead? Or is it just too much to maintain? NFJ’s John Mowrey – our bull – and Cantor’s Eric Johnston – our bear – debate that point. Then, iCapital’s Anastasia Amoroso breaks the tie… and picks who’s strategy she agrees with as we wrap up the year. And, will Apple’s big product event be a big catalyst for the stock? Jason Snipe from Odyssey Capital – who owns that name – breaks down what he thinks.

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Closing Bell: Overtime: Former Ford CEO Mark Fields On UAW Negotiation Latest; Why Charter Subscribers May Miss The First Full Weekend Of College Football 9/1/23 Sep 01, 2023

Show notes

Stocks started September off mostly higher. Ariel Investment’s Charlie Bobrinskoy and Ascent Private Capital’s Tom Hainlin break down the market action and positioning. Former Ford CEO Mark Fields talks why Tesla shares are lower today and how the EV transition is impacting labor negotiations for Detroit’s Big 3. Ginkgo Bioworks CEO Jason Kelly on its new partnership with Google Cloud. Samsara CEO Sanjit Biswas on the company’s first quarter of profitability. Plus, your September playbook with Paul Hickey and why Charter subscribers may miss the first full weekend of college football.

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Closing Bell: Markets Headed for Harder Times? 9/1/23 Sep 01, 2023

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Is a loosening job market and an ongoing retreat in inflation leading toward the soft economic landing that the bulls have pinned their hopes on? Or are the economy and market headed for harder times? Tom Lee from Fundstrat and Warren Pies of 3Fourteen Research debate it. Plus, new data on retail investors is shedding some light on where they’re putting their money these days. Kate Rooney digs in on those numbers. And, top technician Ryan Detrick is breaking down the charts and explaining where he sees stocks headed for the month of September.

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Closing Bell Overtime: Taking Stock Of Stocks In August; Klarna CEO On The Strength Of Its US Business; Nutanix CEO Talks Cloud Competition 8/31/23 Aug 31, 2023

Show notes

Averages were down for August. Invesco’s Brian Levitt breaks down the month and how the fall is setting up for investors. Earnings from Nutanix, Lululemon, PagerDuty, MongoDB, VMWare, Broadcom and Dell. Susquehanna’s Chris Rolland breaks down the results from Broadcom. Nutanix stock shot up after reporting earnings; CEO Rajiv Ramaswami on the company’s growing partnerships. Klarna CEO Sebastian Siemiatkowski talks the path to profitability and the state of the consumer.

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Manifest Space: Medication in Microgravity with Varda Co-Founders Will Bruey and Delian Asparouhov 8/31/23 Aug 31, 2023

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As Medicare looks to drive down medical costs, pharma manufacturing is going beyond global. For years, drug companies have used the ISS to research and develop new discoveries. But until Varda successfully completed a 27-hour experiment in orbit growing a drug used to help treat HIV. Waiting on a reentry license for its first spacecraft, Morgan sits down with co-founders Will Bruey and Delian Asparouhov to discuss in-space manufacturing, hypersonic missile testing, and (unofficially) replicating LK-99—speculated to be a potential superconductor. 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: Stocks Set to Sizzle or Stink? 8/31/23 Aug 31, 2023

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Is there enough staying power to sustain the recent rally? Goldman Sachs’ Tony Pasquariello gives his forecast on this final day of August. Plus, top chip analyst Stacy Rasgon previews Broadcom’s earnings after the bell and weighs in on the state of the sector amid the AI boom. And, Lululemon is also reporting in Overtime. Shareholder Joe Terranova tells us what he is expecting from the name and what it could mean for the rest of the retail space.

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Closing Bell Overtime: Salesforce Reports Earnings; Chewy CEO On Taking Market Share; Pure Storage CEO On Strong Portfolio 8/30/23 Aug 30, 2023

Show notes

Fourth straight day of the major averages moving higher. Annandale Capital’s George Seay breaks down the market action, including earnings from Salesforce, Chewy, Victoria’s Secret, Crowdstrike and Pure Storage. DA Davidson analyst Gil Luria on the key takeaways from Salesforce’s report. Chewy CEO Sumit Singh on the company’s unexpected profit. Pure Storage CEO Charles Giancarlo on the latest quarter and its portfolio. Raymond James’ Sunaina Sinha Haldea talks the current regulatory environment and what deals could be in the pipeline before the year is over.

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