Closing Bell

Latest Episodes:

Closing Bell Overtime 1/24/23 Jan 24, 2023

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A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. 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: Dow Storms Back, Alphabet Antitrust Suit & REIT Rebound? 1/24/23 Jan 24, 2023

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The Dow staging a late day comeback with a nearly 400 point swing following a mixed batch of corporate earnings. The Justice Department and eight states filing an antitrust lawsuit against Alphabet over its dominance in the digital advertising market. Colorado Attorney General Phil Weiser on why he is alleging Alphabet tried to control all sides of the advertising market and why that business should be broken up. Evercore ISI’s Mark Mahaney says the worst case for Alphabet is they are forced to spin off its ad business, which could end up being decent for investors. Cantor Fitzgerald CEO Howard Lutnick, who is also Chairman commercial real estate firm Newmark on why he thinks there could be a big rally in REITs this year. Bernstein’s Aneesha Sherman explains why she is downgrading Lululemon to sell and slashing her price target on the stock. And MoffettNathanson’s Sterling Auty on what he expects to hear when Microsoft reports earnings after the bell. 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: Let it Ride or Ring the Register? 1/23/23 Jan 23, 2023

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It’s shaping up to be a big week for your money, with the rally very much in question. So, should investors buy into the move or take the opportunity to sell? New Edge’s Cameron Dawson gives her take. Plus, Microsoft earnings on deck tomorrow evening. Lo Toney – Plexo Capital Founding Managing Partner – gives his set up into the big report. And, Bank of America’s Chris Hyzy is back with a big money warning. He explains the key headwinds every investor needs to keep an eye on. 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 Rally, Semis Surge & Recession Fears Fading? 1/23/23 Jan 23, 2023

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Tech stocks leading the market higher as Wall Street gears up for another big week of corporate earnings. Semiconductor stocks among the big winners after a bullish call by Barclays. Wedbush’s Matt Bryson tells us whether he thinks the chips look cheap. Salesforce shares surging after two big investors took stakes in the software giant. Cowen’s Derrick Wood downgraded the stock on Friday and discusses whether he is reconsidering that bearish call. Former Council of Economic Advisers Chair Jason Furman reacts to a new survey showing recession fears are fading, but cautions strong consumer spending trends look unsustainable. And Compass CEO Robert Reffkin explains why he thinks the housing market may have hit a bottom at the end of 2022 despite the Federal Reserve’s plan to keep raising interest rates. 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: Strong Finish to a Bad Week 1/20/23 Jan 20, 2023

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Stocks had a tough run this week, but did manage to rally in today’s session. Greg Branch of Veritas Financial gives his expert forecast. Plus, Goldman Sachs shares fell on a report from the WSJ saying the Federal Reserve is investigating the bank’s marcus consumer business. Wells Fargo’s Mike Mayo breaks down what is at stake. And, instant updates as Elon Musk testifies in a federal trial over his 2018 tweets about taking Tesla private. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks Jump, Streams Come True and Alphabet’s A.I. Reinforcements 1/20/23 Jan 20, 2023

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Stocks rallying on Wall Street, although the Dow & S&P 500 are lower for the week. Richard Bernstein Advisors CEO Rich Bernstein says January is historically a risk-on month, but he is cautious that the outperformance will last. JPMorgan Chief U.S. Economist Mike Feroli says the market may be misreading the Federal Reserve and that could prove to be a major headwind for stocks. Netflix one of the big tech winners after better than expected subscriber growth. Wedbush’s Alicia Reese lays out the case for why Netflix shares can keep rallying. Goldman Sachs shares under pressure on a report the Federal Reserve is probing its consumer business. One of the reporters that broke the story explains the specifics of the probe. And Oppenheimer’s Jason Helfstein discusses Alphabet reportedly asking founders Sergey Brin & Larry Page to help win the A.I. war with competitors like ChatGPT and how that could impact the stock. 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: First FANG Report in the Books 1/19/23 Jan 19, 2023

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Netflix reported results in Overtime – that stock initially popping on the numbers. Shareholders Jason Snipe of Odyssey Capital and George Seay of Annadale Capital give their instant reaction. Plus, top technician Mark Newton from Fundstrat is raising the red flag on one key part of the market. And, Hightower’s Stephanie Link breaks down the key earnings reports she is watching next week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another Day in the Red, Rare Interview with Investment Banking Legend Ken Moelis 1/19/23 Jan 19, 2023

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Stocks pulled back again Thursday, adding to steep losses from Wednesday’s session. Strategist Warren Pies from 3Fourteen Research weighs in on the market moves and new comments from Fed vice-chair Lael Brainard on inflation. Sara sits down with celebrated investment banker Ken Moelis for a wide-ranging interview from the World Economic Forum in Davos, where he explained why he sees a big ramp-up in activist investing ahead. Analyst Tim Nollen gives a preview of what to expect from Netflix earnings. Plus the latest on Meta, FTX, and the debt ceiling debate. 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: Rally Out of Steam? 1/18/23 Jan 18, 2023

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Stocks pulling back today – perhaps being pushed along by more fed hawks talking about higher rates for longer, even as some suggest a soft-landing looks more likely. Ritholtz Wealth Management’s Josh Brown gives his instant reaction to an ugly close on Wall Street. Plus, the number one retail analyst – Matthew Boss – gives his forecast for the sector and breaks down his top pick. And, the key themes every investor needs to watch when Netflix results hit the tape tomorrow in Overtime. 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: Stock losses accelerate, Optimism from Pepsico in Davos, Microsoft cuts 10,000 jobs 1/18/23 Jan 18, 2023

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Stocks pulled back sharply in Wednesday trading as investors digested a batch of economic data and the latest signals from the Fed’s Beige Book. Bespoke’s Paul Hickey weighs in on the “soft landing” debate and what he sees in the market right now. Barbara Doran from BD8 Capital Partners breaks down where she sees opportunities. Sara sits down with the CEOs of Pepsico and ServiceNow at the World Economic Forum in Davos, where they struck an optimistic tone about the business environment. Plus the latest on Microsoft’s job cuts, retail sales, and Moderna’s RSV vaccine. 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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Closing Bell

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