Closing Bell

Latest Episodes:

Closing Bell Overtime: Affirm CEO On How Its Customers Are Holding Up Amid A Slowing Economy; Zuckerberg Swipes At Apple Vision Pro 6/9/23 Jun 09, 2023

Show notes

Stocks ended the week higher: the Nasdaq notching its seventh straight weekly gain. Envestnet’s Dana D’Auria and G Squared Private Wealth’s Victoria Wealth break down the market action and look ahead to what will drive the action next week. Unlimited CEO Bob Elliott talks the rally in regional banks and if the turmoil is behind us. Retail traders are finally buying back into the market; is AI the reason? The Wall Street Journal’s Gunjan Banerji on what the data says. Meta is releasing its Twitter competitor. Slow Ventures Co-Founder Sam Lessin on what Meta is trying to achieve and if it will work. Cohesity CEO Sanjay Poonen talks next week’s major software reports: Oracle and Adobe, combining for nearly $500B in market cap. Stat News Senior Writer Matt Herper on the FDA’s Biogen/Eisai decision.

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Closing Bell: Critical Week for Your Money 6/9/23 Jun 09, 2023

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Will this week go down as the one that saw the bull market return or not – regardless of what the numbers might suggest? Fundstrat’s Tom Lee makes his case. Plus, Leslie Picker breaks down a new risk for the big banks. And, Netflix shares jumped on a report of a surge in subscribers. We discuss what that might mean for the rest of the streaming space.

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Closing Bell Overtime: Affirm CEO On How Its Customers Are Holding Up Amid A Slowing Economy; Zuckerberg Swipes At Apple Vision Pro 6/8/23 Jun 08, 2023

Show notes

Stocks closed broadly higher today with tech outperforming. 3Fourteen’s Warren Pies and Annandale Capital’s George Seay break down the market action, including earnings from Docusign and Vail Resorts. Affirm CEO Max Levchin on the company’s partnership with Amazon and what kind of stress his consumers are seeing. Former Atlanta Fed President Dennis Lockhart talks the hot jobless claims number and how it impacts the Fed’s decision next week. Hashicorp shares tumbled in trading today after weak guidance; CEO Dave McJannet weights in on the latest quarter and the macro demand environment. Plus, our Steve Kovach on how Mark Zuckerberg is responding to Apple’s new AR headset.

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Manifest Space: Space’s First Phone Call with AST SpaceMobile CEO Abel Avellan 6/8/23 Jun 08, 2023

Show notes

With Amazon reportedly pursuing the wireless service business, big tech is turning to broadening broadband services. As giants like Amazon and Apple invest in big satellite constellations, smaller players such as AST SpaceMobile stand to benefit. The AT&T-backed satellite company recently conducted the first-ever phone call from space to everyday mobile devices using its prototype satellite. Chairman and CEO Abel Avellan joins Morgan to discuss the recent milestone and what it means for the broader satellite industry. 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: Trading the Market Resiliency 6/8/23 Jun 08, 2023

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Are the bears suddenly sweating as stocks stay resilient? Greg Branch of Veritas Financial Group defends his market stance. Plus, EMJ’s Eric Jackson breaks down Tesla’s latest hot streak and the two things that he thinks could mean further gains for that name. And, Pippa Stevens explains what’s behind crude’s big move today.

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Closing Bell Overtime: GameStop Fires Its CEO; Wolfspeed CEO On Why His Company Is Positioned For The Silicon Carbide Boom 6/7/23 Jun 07, 2023

Show notes

The S&P 500 and Nasdaq closed negative, near session lows. BofA Securities’ Jared Woodard and BD8 Capital’s Barbara Doran break down the market action as investors wait next week’s Fed decision. GameStop reported a Q1 loss and announced it was firing its CEO; Ryan Cohen was named executive chairman. Wolfspeed CEO Gregg Lowe discusses his company’s strong stock performance and why silicon carbide is key to its growth story. Affirm shares rallied on news of a partnership with Amazon Pay; MoffettNathanson analyst Eugene Simuni on why it doesn’t change the macro headwinds facing the industry. The WSJ reports Amazon is planning an ad tier for its Prime Video streaming service; the reporter behind the scoop Jessica Toonkel joins to discuss the broader implications for the streaming players. RBC Capital’s Helima Croft on the impact of the Saudi output cuts and where oil goes from here.

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Closing Bell: Has the Tech rebound Run its Course? 6/7/23 Jun 07, 2023

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Can tech’s incredible run last? Marko Kolanovic from JP Morgan gives his take. Plus, star venture capitalist Rick Heitzmann weighs in on AI and how it could impact the future of the workforce. And, Sofi CEO Anthony Noto breaks down how the student loan payment restart and how it could impact the company’s bottom line.

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Closing Bell Overtime: Sequoia Capital Splits Into Three Firms; Should Apple Buy Disney? 6/6/23 Jun 06, 2023

Show notes

Major averages closed higher today after yesterday’s weakness. Wells Fargo’s Scott Wren breaks down the market action. Coinbase shares tumbled 12% today after the SEC unveiled a lawsuit against the company; former SEC Chairman Jay Clayton weighs in on the action this week from the SEC against Coinbase and Binance. Sequoia announced it is splitting its firm into three: China-focused, India-focused and the rest of the world. KraneShares CIO Brendan Ahern discusses the current landscape of investing in China. Magic Leap CEO Peggy Johnson discusses her companies headset and its enterprise customer base, plus competing with Apple Vision Pro. Needham’s Laura Martin makes the case for why Apple should buy Disney. Doximity CEO Jeff Tangney talks digital platforms for physicians.

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Closing Bell: The Power and Pitfalls of AI 6/6/23 Jun 06, 2023

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What does this new frontier mean for the future… and for investors? Brad Gerstner of Altimeter Capital gives his unique, expert take. Plus, a rare interview with AI pioneer Mustafa Suleyman – the co-founder of Deepmind – on the big risks of artificial intelligence. And, we hear from Sridhar Ramaswamy – Neeva co-founder and Snowflake SVP – developed what some are calling a “co-pilot for the enterprise software industry.” He weighs in on the future of AI and the company that he thinks is winning the AI arms race.

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Closing Bell Overtime: Apple Unveils $3,500 AR Headset; SEC Sues Binance, CZ 6/5/23 Jun 05, 2023

Show notes

Major averages closed lower after last week’s gains. Wells Fargo’s Chris Harvey breaks down the market action. Investors were keyed in on Apple today as the company unveiled its AR headset: Apple Vision Pro. The stock ended the day lower. Bank of America’s Wamsi Mohan on what the $3,500 product means for the stock while Epyllion CEO Matthew Ball talks the implications for the metaverse. The SEC announced it is suing Binance and CEO CZ; Global Digital Asset & Cryptocurrency Association CEO Gabriella Kusz and former SEC Senior Trial Counsel Howard Fischer discuss what it means for the ecosystem and if investors should worry about another FTX situation. Plus, Wedbush’s Michael Pachter on the video game angle of Apple’s announcements.

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