Closing Bell

Latest Episodes:

Closing Bell Overtime: IBM CEO On AI’s Impact On Jobs And New Watsonx Tool; GlobalFoundries CEO Talks Chips Environment 5/9/23 May 09, 2023

Show notes

Major averages closed lower today. Wilmington Trust’s Meghan Shue and Decatur Capital CEO Degas Wright break down the market action amid earnings from Affirm, Airbnb, EA, Wynn, Occidental, Rivian, Twilio and IAC. IBM CEO Arvind Krishna weighs in on the company’s new AI offering Watsonx and the macro environment in tech spending. Former Atlanta Fed President Dennis Lockhart weighs in on the debt ceiling talk and when the market will begin to worry. Plus, GlobalFoundries CEO Thomas Caulfield talks the semiconductor business and whether there are signs of softening. Our Julia Boorstin launches this year’s Disruptor 50 list.

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Closing Bell: Risk-Reward Improving for Stocks? 5/9/23 May 09, 2023

Show notes

…or is it getting worse? And what – if anything – can get us out of this stubborn trading range? Courtney Garcia of Payne Capital gives her take. Plus, Mark Okada of Sycamore Tree Capital is forecasting a recession – he explains the big catalyst behind that call. And, Mike Santoli weighs in on what the debt ceiling duel could mean for the markets.

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Closing Bell Overtime: Treasury Secretary Yellen On Debt Ceiling, Banking Crisis And Recession Risk 5/8/23 May 08, 2023

Show notes

Secretary Yellen joined in a live interview, saying she can’t rule out a recession but doesn’t think it’s the most likely path for the US economy. She also said there are no good options if the debt ceiling isn’t raised. Markets ended the session little changed. Miller Tabak’s Matt Maley and Cantor Fitzgerald’s Eric Johnston break down the market action. Earnings from PayPal, Palantir, Lucid. Unlimited CEO Bob Elliot on the latest developments in the regional banking crisis. Our Julia Boorstin previews CNBC’s Disruptor 50.

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Closing Bell: Time To Get in… or Cut and Run? 5/8/23 May 08, 2023

Show notes

What should investors be doing right now with many major issues still unsettled? Trivariate’s Adam Parker and Nicole Webb of Wealth Enhancement Group give their expert market takes. Plus, Rashaun Williams of Manhattan Venture Partners weighs in on the state of the IPO market and if he thinks a thaw is happening in the space. And, JPMorgan’s Meera Pandit is breaking down recession risks and if rate cuts could be on the table in 2023.

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Closing Bell Overtime: Shift4 CEO On Consumer Trends; Retail Investor Mistakes With Janus Henderson Investments CEO 5/5/23 May 05, 2023

Show notes

Markets surged to end the week, but it wasn’t enough for the Dow and S&P 500 to close positive week-to-date. The Nasdaq eked out a green week. Crossmark Global’s Victoria Fernandez and PIMCO’s Tony Crescenzi broke down the week that was and the week ahead while Renaissance Macro’s Neil Dutta talked the Fed impact. GTIS Partners CIO Tom Shapiro discussed the regional bank turmoil and why investors are worried about the commercial real estate market. Shift4 CEO Jared Isaacman discussed consumer spending and summer trends, plus reacted to a recent short seller report targeting his company. Janus Henderson Investments CEO Ali Dibadj on the retail investor and client flows amid recent market volatility. CNH Industrial CEO Scott Wine talked the global demand picture and how agriculture and construction sectors are holding up.

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Closing Bell: What Will Tip the Teetering Rally? 5/5/23 May 05, 2023

Show notes

Can this teetering rally go much further in the weeks ahead – especially if the Fed is finished? Professor Jeremy Siegel of the Wharton School gives his take. Plus, Former Federal Reserve Vice Chairman Richard Clarida weighs in on the road ahead for the Fed and the odds of a recession. And, the WSJ’s Gunjan Banerji breaks down the crucial moments of the trading week.

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Closing Bell Overtime: Apple Reports Stronger-Than-Expected iPhone Sales; Exclusive Interview with DoorDash CEO Tony Xu 05/04/23 May 04, 2023

Show notes

Fourth straight day of losses for the major averages as regional bank worries continued to spook investors although stocks closed well off worst levels. Apple reported earnings. We have you covered from every angle with Evercore’s Amit Daryanani, Fortt Pitt’s Daniel Eye and Patrick Moorhead of Moor Insights and Strategy. Bespoke’s Paul Hickey joined us to break down the market action from a busy Overtime of earnings, including: Block, Coinbase, Booking Holdings, Expedia and Lyft. DoorDash shares popped after a strong quarter; CEO joined Jon Fortt in an exclusive interview to talk the quarter. Randal Quarles, former Fed Vice Chair for Supervision, discussed the continued weakness in regional banks and what happens if there is another sale.

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Closing Bell: Critical Moment for the Market 5/4/23 May 04, 2023

Show notes

Apple is reporting results after the bell in Overtime. Star Wedbush Analyst Dan Ives breaks down what to watch and what’s at stake. Plus, Dubravko Lakos of JP Morgan breaks down what the fed’s next move might be. And, Lauren Goodwin of New York Life weighs in on the turmoil in the regional banks.

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Manifest Space: ISS Traffic Jam with Delalune Space CEO Rob Meyerson 5/4/23 May 04, 2023

Show notes

The International Space Station’s calendar is loaded with human spaceflights this year— but with Axiom Space’s Ax-2 mission delayed, a traffic jam may be underway. Morgan speaks with Axiom board member and former Blue Origin president, Delalune Space CEO Rob Meyerson to discuss Ax-2, the future of manufacturing and the lunar economy. 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: Jerome Powell Hikes Rates For The 10th Time In A Year; Stocks Slide Into The Close 5/3/23 May 03, 2023

Show notes

Stocks slid into the close today after Fed Chair Jay Powell’s press conference. Jefferies Chief Market Strategist David Zervos and Unlimited CEO Bob Elliott break down the market’s reaction to the Fed’s 10th hike in a little over 12 months. Former Fed Vice Chair Alan Blinder and former CEA Chair Jason Furman read the tea leaves from Powell and the Fed. Qualcomm shares slid in Overtime after issuing weak guidance; Susquehanna analyst Chris Rolland discussed what investors should do with the stock. Host Hotels CEO Jim Risoleo joins the show after the company posted strong earnings and raised its full-year forecast; he talks the state of his customers and where they are spending money. Plus, Bernstein’s Toni Sacconaghi previews tomorrow’s big tech behemoth reporting: Apple.

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