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Closing Bell

Closing Bell

Af
- CNBC

0 Anmeldelser: 0
Afsnit: 2150
Gns. varighed: 45M
Sprog: Engelsk
Format
Kategori: Økonomi & Business

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.

Episodes

Investors Navigate More Geopolitical Uncertainty, Broadcom Earnings 3/4/26Savita Subramanian of Bank of America lays out a strategy for investors to deal with the current volatility and explains how she is positioning portfolios for the rest of the year. Earnings drive the tape with results from Okta and Broadcom. Stacy Rasgon of Bernstein reacts to Broadcom’s numbers and what they signal for AI infrastructure spending. Chris Verrone of Strategas joins to walk through the technical picture and key levels investors should watch next in several important sectors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2150|1T 2M
Closing Bell: Should You Believe the Bounce? 3/4/26Is the market back on track and can you believe in this bounce? We ask Schwab’s Liz Ann Sonders what she thinks. Plus, Trivariate’s Adam Parker and Intelligent Alpha’s Doug Clinton tell us how they’re navigating the software trade. And, a pair of big developing stories in Washington DC. We break down what to watch from the tech executives visiting the White House and the senate’s first vote since the strikes on Iran. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2149|44M
Stocks Stage Dramatic Reversal as Oil Surges and Markets Reassess the Next Move 3/3/26A dramatic reversal in stocks but still close lower. Wells Fargo’s Scott Wren and NB's Shannon Saccocia assess what the reversal means for positioning and whether volatility is here to stay. Lipow Oil's Andy Lipow explains the energy market's wild swings. Henry McVey of KKR breaks down opportunities in private credit and broader markets while Tim Seymour looks at emerging markets and global capital flows. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2148|45M
Closing Bell 3/3/26From 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.
2147|44M
Closing Bell Overtime: Markets Weigh White House Moves, Geopolitical Uncertainty and Credit Risk 3/2/26Julian Emanuel of Evercore ISI explains how policy headlines are shaping investor positioning and risk appetite. Dan Yergin joins to assess what comes next for oil and LNG as global supply and geopolitics remain in focus. Credit stress remains a major concern. Jeffrey Kivitz of Canyon Partners discusses risks building beneath the surface and how institutional investors are navigating tighter financial conditions. Paul Hickey of Bespoke looks to history to frame what could come next for markets while Sheila Kahyaoglu of Jefferies explores opportunities and risks in the defense sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2146|44M
Closing Bell: Stocks React to US-Iran Conflict 3/2/26Strategas’ Chris Verrone, Requisite Capital’s Bryn Talkington and Lauren Goodwin from New York Life Investments tell us what they’re forecasting for stocks amid all the geopolitical uncertainty. Plus, OpenAI struck a deal with the Defense Department after the Pentagon cut ties with Anthropic. Plexo Capital’s Lo Toney is an Anthropic investor – and he tells us what all this could mean for the future of the AI arms race. And, big news out of DraftKings’ Investor Day today. Our Contessa Brewer sits down with the CEO to discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2145|44M
Closing Bell Overtime: Credit Worries, AI Anxiety Fears Weigh on Markets 2/27/26Malcolm Ethridge of Capital Area Planning Group makes the bullish case while Warren Pies of 3Fourteen Research turns more cautious and outlines where oil prices may head next. Rising attention around private credit and activity at Jefferies as investors search for yield and alternative sources of return. Looking ahead, attention turns to next week’s key earnings report from Target. Chris Horvers, Head of Broadlines at JPMorgan, explains why he is lowering fourth quarter comp estimates and why new leadership could reset guidance expectations. Salveen Richter of Goldman Sachs outlines how AI is beginning to deliver tangible benefits in biotech and healthcare, particularly in early drug discovery and development, and why that could translate into both top line and bottom line gains for adopters. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2144|43M
Closing Bell: High Anxiety Market 2/27/26Goldman Sachs’ Head of Hedge Funds Tony Pasquariello gives us his take on the broader market, big tech, software and much more. Plus, Aswath Damodaran – so-called Dean of Valuation – says he is as cautious as he’s been his entire career. And, Tom Lee from Fundstrat helps us wrap up the trading month. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2143|44M
Closing Bell Overtime: NVIDIA Slips but Software Bounces 2/26/26Markets digest a wave of earnings as volatility lingers and NVIDIA struggles to hold gains. Why NVIDIA’s pullback matters and what it could mean for the broader AI trade. Results roll in from Block, Dell, Intuit, Autodesk, CoreWeave, Flutter and Zscaler, shaping sentiment across payments, enterprise tech and infrastructure. Saira Malik, Chief Investment Officer at Nuveen, argues that four forces are driving volatility: trade policy, central bank leadership, AI disruption and developments in the Middle East. She explains why earnings must do the heavy lifting as elevated valuations limit upside and why fixed income fundamentals remain solid even as defaults tick higher. Bradley Tusk of Tusk Ventures joins to discuss where VC is placing its money in tech. Aneesha Sherman of Bernstein explains why TJX’s experiential model may protect its premium multiple and outlines her $175 price target. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2142|37M
Closing Bell: What Can Turn Around Tech? 2/26/26Dubravko Lakos – JPMorgan’s Head of Global Markets Strategy – reveals his forecast for software, big tech and much more. Plus, Ed Yardeni maps out his forecast for the economy. And, we run you through what to watch from Block and Dell’s reports in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2141|44M

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Cover for Investors Navigate More Geopolitical Uncertainty, Broadcom Earnings 3/4/26

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