Closing Bell

Latest Episodes:

Closing Bell Overtime: Finding Value In Current Market; Activist Investor Takes On Shake Shack 5/15/23 May 15, 2023

Show notes

Major averages closed higher, reversing losses in morning trading. Oakmark’s Tony Coniaris on where is finding value in this market. Plus AEI’s Jimmy Pethokoukis and JPMorgan’s Mike Feroli break down the impact debt ceiling talks are having on the market. Shake Shack shares had a strong day after activist investor Engaged Capital disclosed a 6.6% stake; 13D Founder Ken Squire on why there have been so many high-profile campaigns in 2023. Mortgage Bankers Association CEO Bob Broeksmit on the hottest areas in the country. Wedbush’s David Nierengarten on the hottest takeover targets in the biotech sector.

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Closing Bell: The Bull vs. Bear Debate 5/15/23 May 15, 2023

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Closing Bell Overtime: Palmer Luckey Created Oculus. Next He Started A Top Defense Tech Company. Plus, The Impact Twitter’s New CEO Might Have On Ad Revenue 5/12/23 May 12, 2023

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Major averages closed lower to end the week, marking two straight negative weeks for the Dow and S&P 500. Crossmark’s Bob Doll and GenTrust’s Mimi Duff break down the week of action and look ahead to next. Anduril Industries ranked #7 in this year’s CNBC Disruptor 50; founder Palmer Luckey talks all things defense, including the role of AI in the industry. Our Julia Boorstin takes a look at the possible impact Twitter’s new CEO will have on its ad revenue. Perrigo CEO Murray Kessler on the FDA advisory panel voting to recommend the company’s OTC birth control. Plus, three key stocks picks for your portfolio from Bruderman & Co.’s James Bruderman.

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Closing Bell: Musk’s Moment of Truth 5/12/23 May 12, 2023

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Elon Musk stepping aside as CEO of Twitter – presumably to spend more time on everything else he has going on… including Tesla. That stock is now looking for momentum. EMJ’s Eric Jackson gives his forecast. Plus, Morgan Stanley’s Chris Toomey says one sector is “priced to perfection.” He explains which one and why. And, Jessica Inskip of Options Play highlights the key technical levels investors should be watching.

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Closing Bell Overtime: Andreessen Horowitz’s Katherine Boyle On Investing In “American Dynamism”; Unity Software CEO On Strong Quarter 5/11/23 May 11, 2023

Show notes

Dow closed lower today, dragged down by Disney. The S&P 500 also fell while the Nasdaq ended in the green. 248 Ventures’ Lindsey Bell and Annandale Capital’s George Seay talk today’s market action. CFPB Director Rohit Chopra, who sits on the FDIC Board, discusses the FDIC’s proposal to replenish its $16B hole in deposit insurance after a string of bank failures. He also talks the CFPB’s new guidelines for personal financial data. Unity Software popped after a strong quarterly report; CEO John Riccitiello discusses what’s next. Andreessen Horowitz’s Katherine Boyle joins on the firm’s new investing in “American Dynamism” fund and why founders are excited to invest in companies that move America’s institutions forward. Plus, MoffettNathanson’s Michael Nathanson talks the Disney bull case after its worst day in six months.

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Closing Bell: Big Bad Battle Brewing in Big Tech 5/11/23 May 11, 2023

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Wedbush’s Dan Ives is calling Alphabet’s latest push is a defining moment in the AI race. He makes his case. Plus, Capital Wealth Planning’s Kevin Simpson breaks down where he is finding opportunity amid all of the volatility. And, Marci McGregor of Bank of America Merrill Lynch explains why she thinks defense is the best strategy in this market right now.

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Manifest Space: The Space SPAC Stumble with ProcureAM CEO Andrew Chanin 5/11/23 May 11, 2023

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While publicly traded space startups have seen prices plummet back to earth since spinning off as SPAC companies, some investors are finding opportunities in the sector. Morgan discusses the investing landscape with ProcureAM CEO Andrew Chanin, whose firm issues the first pure-play space ETF. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space: Rocket Science with Bank of America’s “Rocket Ron” Epstein 5/11/23 May 11, 2023

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Earnings season for New Space is kicking into high gear, some analysts are seeing a tale of two companies. Morgan chats with Ron Epstein, Bank of America analyst, to break down results from Virgin Galactic and Rocket Lab – and why he sees a $1 trillion dollar opportunity in space. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace 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: Google Cloud CEO Thomas Kurian On AI, Competition; Former Amazon Studios’ Matthew Ball On Streaming Landscape 5/10/23 May 10, 2023

Show notes

Averages closed near session highs with S&P 500 and Nasdaq in the green and Dow slightly negative. Axonic’s Peter Cecchini and Vital Knowledge’s Adam Crisafulli talk the market action and react to a raft of earnings including Robinhood, Unity Software and Beyond Meat. Dow component Disney fell after reporting earnings. Wolfe Research’s Peter Supino broke down the negative investor reaction while former Amazon Studios head Matthew Ball talked long-term streaming strategy. Fresh from the stage at Google I/O conference, Google Cloud CEO Thomas Kurian talked the new AI tools GCP is offering and the intense cloud competition among big tech giants. Plus, Twilio CEO Jeff Lawson after his stock tumbled following weak guidance.

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Closing Bell: The Catalyst for Stocks? 5/10/23 May 10, 2023

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What is the catalyst for stocks to move higher? Is it rate cuts? Tom Lee of Fundstrat gives his forecast. Plus, Disney is set to report after hours. Victoria Fernandez of Crossmark Global Investments owns the stock and gives her take on what she’s watching from those numbers. And, Former Fed Governor Frederic Mishkin weighs in on the inflation situation and what the Fed might do next.

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