2396 Episoden
- It was a mixed August for the market. JPMorgan fixed-income guru Bob Michele breaks down some of what’s driving the moves across assets, including how the bond market could be playing a role in the wavering of some AI stocks. Meantime, Brookings’ Michael O’Hanlon sorts through the weekend geopolitical headlines and what it means for investors. Our Kate Rooney reports on OpenAI’s rapidly growing ads business before Evercore’s Mark Mahaney discusses divide between Meta and Alphabet. Our Mackenzie Sigalos reports on Tim Cook’s final memo and the challenges ahead for incoming Apple CEO John Ternus. Fairlead’s Katie Stockton reads the technical tea leaves on some key macro charts. UBS analyst Michael Yee on the wild August for biotech. Piper Sandler’s James Fish looks ahead to Dell’s results.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. - 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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. - 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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. - 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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. - Nvidia delivers its best day of the year after earnings out Wednesday night. It added the equivalent of an Intel in market cap during the trading session. So is that the green light for investors to climb back into AI winners? Katie Klingensmith, Chief Investment Strategist at Edelman Financial Engines, breaks down the market outlook and where opportunities remain. Mark Zandi, Chief Economist at Moody’s, analyzes the economic outlook and the latest developments surrounding Fed Chair Kevin Warsh ahead of his first Jackson Hole speech as Fed chair. Dana Telsey of Telsey Advisory Group breaks down results from Gap and the growing divergence across consumer stocks. Werner Enterprises CEO Derek Leathers discusses shipping demand from major retailers.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
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