Nvidia notched a record close today, along with the S&P 500 and Dow. We break down what the next catalyst – or trap – could be for markets. Bernstein’s Stacy Rasgon on if Nvidia has more room to run. Famed emerging markets investor Mark Mobius breaks down the top opportunities he is seeing right now, along with the risks he sees around the globe. S…

How much life is left in this overachieving bull run? And will good news on the economy continue to be treated as good for stocks? iCapital’s Anastasia Amoroso, Invesco’s Kristina Hooper and Citi’s Scott Chronert reveal where they stand. Plus, Warren Pies from 3Fourteen tells us why he is expecting a soft landing and a year-end rally. And, top tech…

Writer just released its latest LLM and its scoring across a range of benchmarks is impressive. Co-founder and CEO May Habib joins to discuss how the company lowered the costs of training its AI model – and what that means for its competitive prospects. Our Kate Rooney reports on Warren Buffett’s under-the-radar winner. Plus, reaction to breaking f…

Equities just notched their fifth straight week of gains as optimism persists and the bull run enters its second year. Fundstrat’s Tom Lee, NB Private Wealth’s Shannon Saccocia, and RBC Capital Markets’ Lori Calvasina share their expectations for Q4 and beyond. Plus, Wedbush Securities’ Dan Ives defends his Tesla bull case on a difficult day for th…

In the wake of Hurricane Milton – space companies like ICEYE are enabling real-time data and analysis of conditions on the ground. ICEYE U.S. CEO Eric Jensen joins Morgan Brennan to lay out how the company is collecting data of earth to help governments and companies respond faster and how the startup is channeling Apple to build its satellites.…

AMD unveiled its newest chip at today’s Advancing AI event. CEO Lisa Su joins fresh off the stage to discuss the chip’s capabilities, the updated production schedule and how its improving its software to enable easier switching between competitors. Apollo Global Partner Stephanie Drescher talks the growing interest in private markets and where she …

Does a slower Fed mean smaller gains for stocks? Ed Yardeni of Yardeni Research, Newedge’s Cameron Dawson and Virtus’ Joe Terranova debate where they stand. Plus, T. Rowe Price’s Sebastein Page tells us why he is looking for opportunities to take on more risk right now. And, Charles Schwab’s Liz Ann Sonders and Kevin Gordon reveal how they are posi…

The Dow and S&P 500 powered to a record close in today’s session; we have you covered from every angle with BD8 Capital’s Barbara Doran, Payne Capital’s Courtney Garcia and Citi Research Director of US Equity Strategy Drew Pettit. Our Steve Liesman breaks down the Fed minutes release from its last meeting. Nest Seekers International CEO Eddie Shapi…

Capital Area Planning’s Malcolm Ethridge, American Century’s Mike Rode and Obermeyer Wood’s Ali Flynn Phillips tell us where they think the rally is headed. Plus, top wealth advisor Richard Saperstein reveals his year-end playbook. And, Phil Lebeau explains what’s behind the drop in Boeing’s stock today.…

Seeing increasing financial risk, S&P Global Ratings placed Boeing on credit watch with negative implications. Jefferies analyst Sheila Kahyaoglu breaks down what it means and the potential upside in the stock. Former Tesla Board Member Steve Westly on GM’s investor day and looks ahead to Tesla’s Robotaxi day. Carli Lloyd, 2x Olympic Gold Medalist,…

Trivariate’s Adam Parker, Truist’s Keith Lerner and HSBC’s Max Kettner debate where they stand. Plus, Avery Sheffield from VantageRock breaks down her market playbook. And, tech stocks had a wild week with several downgrades .. but it still outperformed in today’s session. Tech shareholder Jason Snipe weighs in on where he thinks the sector is head…

Stocks slid lower in afternoon trading, with energy the only positive sector on the day. Niles Investment Management Founder Dan Niles breaks down where he is positioning, why he likes Meta right now and what to do with your money. Erik Hirsch, Hamilton Lane Co-CEO, has AUM of nearly $1T. Hear his bull cases for infrastructure in private credit and…

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.…

Ark Invest’s Cathie Wood joins for a wide-ranging interview, including why she is upping her firm’s investment in OpeanAI, what she expects for next week’s Tesla Robotaxi event and her fund’s underperformance against the broader market. Plus, Jefferies’ David Zervos and Jason Furman break down the hot jobs report and what it means for the Fed going…

Wharton School Professor Jeremy Siegel tells us what he thinks is next for this resilient market rally. Plus, Roger Altman – founder of Evercore ISI – tells us what he is forecasting from the fed meeting in November. And, top technician Jeff DeGraaf breaks down what he is calling “the most important market call right now.”…

The Department of Defense is prepared to award nearly $1 billion in loans to jumpstart technology critical to national security. The office, established in 2022, recently issued a Notice of Funding Availability laying out the criteria and application process for the Pentagon loans. The loans can be awarded to 31 categories ranging from quantum scie…

Stocks slipped in midday trading, but AI was a standout performer after Nvidia CEO Jensen Huang’s comments to Overtime about demand for its Blackwell chips. T. Rowe Price’s Dom Rizzo weighs in on the AI trade and what the next few years could look like. Claudia Sahm gives her take on the economy ahead of tomorrow’s major jobs report. Plus, Christie…

NewEdge’s Cameron Dawson, Virtus’ Joe Terranova and Morgan Stanley’s Ellen Zentner break down how they’re navigating today’s volatility. Plus, Lo Toney from Plexo Capital tells us what he thinks is next for OpenAI after its massive funding round. And, we explain what’s behind the big drop in Hims & Hers stock today.…

An exclusive interview with Nvidia CEO Jensen Huang. Hear why he says we are already in the next wave of AI – and what comes after that. Plus, Accenture CEO Julie Sweet joins Huang to discuss the potential of enterprise AI. Plus, Secretary Pete Buttigieg gives his first comments since the port strike began.…

Trivariate’s Adam Parker, JP Morgan Asset Management’s Jack Manley and Wealth Enhancement’s Aya Yoshioka reveal their outlooks. Plus, OpenAI closed its latest round of funding. Kate Rooney breaks down all the details and Intelligent Alpha’s Doug Clinton tells us what this could mean for the broader AI space. And, Lauren Goodwin tells us what she th…

Stocks dipped lower as Iran launched a missile attack on Israel, but by the end of the session had clawed back most of their losses. Bespoke’s Paul Hickey and Jefferies’ David Zervos break down how to be defensive during this volatility, plus former Deputy Assistant Defense Secretary Roger Zakheim on what next steps might happen in the Middle East.…

Today marks a new quarter for stocks with the economy, earnings , election and geopolitics all on investors minds. Morgan Stanley’s Chris Toomey – one of the country’s top investment advisors – reveals how he is navigating the market right now. Plus, star chip analyst Stacy Rasgon weighs in on the sell-off in the semi space. And, we break down what…

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.…

How long can this bull run for stocks last? Solus Alternative Asset Management and BMO’s Brian Belski debate their outlooks. Plus, top technician Ryan Detrick tells us why he is banking on a rally into year-end. And, Carnival shares sank despite strong earnings. Seema Mody explains why – and what it could signal about the rest of the travel space.…

OpenAI is telling investors its funding round should close by next week despite recent executive departures, our Kate Rooney reports. Madrona Managing Director Matt McIlwain gives his take on the high-flying startup as well as why he says private equity is becoming increasingly active in tech deals. Former Cleveland President Loretta Mester gives h…

What is the state of the soft-landing debate? And how are stocks set up heading toward the fourth quarter? Our all-star panel of JP Morgan’s David Kelly, 3Fourteen’s Warren Pies and Neuberger Berman’s Shannon Saccocia give their outlooks. Plus, AB Bernstein’s Aneesha Sherman weighs in on the state of the consumer and what to watch from Nike earning…

The U.S. Commerce Department has unveiled a proposed a ban on Chinese software and hardware in connected vehicles on American roads—but it could expand to drones and other technology. Skydio co-founder & CEO Adam Bry joins Morgan Brennan on the heels of his company’s customer day. The largest maker of drones in the U.S., Bry and Brennan discuss the…

Investors cheered Southwest’s new three-year plan, unveiled by CEO Bob Jordan at today’s investor day. Jordan joins to discuss the steps the airline is taking to improve profitability while fending off activist investor Elliott Management. China stocks have been sharply higher this week after the government introduced measures meant to boost busine…

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.…

World leaders and policymakers are meeting for both the UN General Assembly and Climate Week this week: a primetime for Planet Labs’s latest product launch and satellite success. The company, which operates the largest earth observation constellation in low-Earth orbit, has unveiled the world’s first-ever forest carbon monitoring system at 3 meter …

Meta unveiled its long-awaited AR headset at its Meta Connect developers conference. Chief Product Officer Chris Cox joins for a rare interview to talk the company’s AI strategy, spending and election efforts. Micron jumped on strong guidance after earnings; CFRA analyst Angelo Zino on what to do with the stock. Our Pippa Stevens reports on the sur…

How much more can stocks rise? Fundstrat’s Tom Lee gives his expert market forecast. Plus, Meta held its annual “Connect” event today and announced a number of new hardware products and AI tools. Shareholder Gene Munster of Deepwater Asset Management tells us what he thinks this could mean for the stock. And, some big changes at OpenAI – Kate Roone…

Oscar-winning director James Cameron is joining the board of Stability AI and he joins to discuss what AI means for the future of moviemaking. Morgan sits down for an exclusive interview with Commerce Secretary Gina Raimondo to discuss new proposals to ban some Chinese and Russian components from connected cars starting in 2027, plus the future of …

Where can investors find the best opportunities in this bull market? Trivariate’s Adam Parker, New York Life Investments’ Lauren Goodwin and Invesco’s Kristina Hooper break down where they are seeing strength right now. Plus, top technician Chris Verrone tells us which parts of the market he thinks are about to break out. And, Novo Nordisk sharehol…

The Dow and S&P 500 closed at record highs – and our Mike Santoli gives a few market measures on why investor risk appetite is nowhere near stretched. Needham’s Laura Martin and LightShed’s Walter Piecyk on what their channel checks reveal from the iPhone 16’s first weekend of sales. DA Davidson’s Gil Luria issued a rare downgrade for Microsoft sto…

Did the Fed just give the green light for more gains ahead? Blackrock’s Rick Rieder gives his take on the state of the market. Plus, venture capitalist Rashaun Williams tells us which growth names he is banking on right now. And, Leslie Picker caught up with Bank of America’s Brian Moynihan. We run through all the highlights – including what he had…

The Dow closing at a record high again following Wednesday's interest rate cut by the Fed. Dow component Intel rallying into the close after sources say rival Qualcomm approached the chipmaker about a possible merger. Moor Insights & Strategy CEO Patrick Moorhead says a deal makes a lot of sense for both companies and could get approval by regulato…

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.…

The Fed's 50 basis point cut sparking a major rally on Wall Street and sending the Dow & S&P 500 to record closes. Tech the big winner driven higher by semiconductor stocks. Guggenheim Securities' Sr. Managing Director Eric Mandl thinks there's a wave of M&A coming in tech and explains which industries could be most ripe for mergers. Nike announcin…

Polaris Dawn has done the impossible: making history with private citizens conducting a spacewalk. The extravehicular activity was done to test SpaceX’s new suits. Fresh off of splashdown, mission commander & Shift4 CEO Jared Isaacman joins Morgan Brennan to discuss the view from his walk, how this space mission compared to Inspiration4— his previo…

How much fuel is left in the market’s rocket boosters after gains eight of the past nine days? Our all-star panel of NewEdge’s Cameron Dawson, Virtus’ Joe Terranova and Payne Capital’s Courtney Garcia debate where they stand right now. Plus, Morgan Stanley’s Sherry Paul tells us why investors should be recalibrating their portfolios now that we are…

Stocks closed mostly lower after the Fed cut rates by 50 basis points in the first cut since the early days of the pandemic. Jefferies’ David Zervos and BD8’s Barbara Doran discuss the market reaction and where stocks could head in the post-cut world. Investor Dan Niles talks about the impact on tech stocks and energy. Mark Mobius breaks down globa…

The Federal Reserve cut rates by 50 basis points today … and stocks fell in response. DoubleLine’s Jeffrey Gundlach gives his first take on what this could mean for the economy and your money. Plus, expert analysis from Senior Markets Commentator Mike Santoli.โดย CNBC

The S&P 500 touched an intraday record the day before the Fed decision, where Wall Street is split on whether to expect a 25 or 50-basis-point cut. RBC’s Lori Calvasina, Vital Knowledge’s Adam Crisafulli, and Neuberger Berman’s Joe Amato all weigh in on their expectations and how the Fed could change the narrative. Shake Shack’s CEO Rob Lynch joins…

What should investors make of either a half or quarter point rate cut tomorrow? And where does that leave a market that seems priced for a soft economic landing? Rockefeller’s Cheryl Young, Sofi’s Liz Young Thomas and CIC Wealth’s Malcolm Ethridge break down their forecasts. Plus, DoubleLine’s Jeffrey Gundlach sits down with Scott Wapner one day be…

AST SpaceMobile has successfully launched its first five Bluebird commercial satellites, in a major step towards building space-based service for smartphones. Founder & CEO Abel Avellan joins Morgan Brennan to discuss the company’s direct-to-cell service, how the business model compares to competitors like SpaceX’s Starlink, and whether the company…

Intel CEO Pat Gelsinger joins for an exclusive interview after a slew of news, including billions more in CHIPS Act funding, an expanded partnership with AWS, and a plan to set up a separate internal governance structure for its foundry business. Evercore ISI’s Julian Emanuel discusses the prospects of a 50-basis-point rate cut at this week’s Fed m…

Is the market’s growing confidence in that favored soft-landing scenario justified? And just how big are the Fed stakes for the fate of the bull market? Trivariate’s Adam Parker, Requisite Capital’s Bryn Talkington and Tavis McCourt of Raymond James debate where they stand. Plus, Former Federal Reserve Vice Chairman Alan Blinder makes the case for …

Fundstrat’s Tom Lee joins to discuss the recent move higher in the markets after the S&P 500, Nasdaq post their best weeks of the year. Interactive Brokers Chairman Thomas Peterffy on his company’s proposal to offer betting on US elections. Boeing stock one of the few laggards today after one of its unions voted to strike; former United CEO Oscar M…

Does the market have it right that the Fed can go big with its first easing move… without sounding an alarm about the economy? Professor Jeremy Siegel, Hightower’s Stephanie Link and Ned Davis Research’s Ed Clissold give their predictions. Plus, top Apple analyst Erik Woodring from Morgan Stanley tells us how he is navigating the stock as pre-order…