Closing Bell

Stocks fell to start the week, but closed well off the worst levels of the session, as investors await a number of big earnings and a key speech from Fed chair Powell on Tuesday. The Nasdaq saw the sharpest declines, finishing lower by around 1%. Toni Sacconaghi from Bernstein and David Rolfe from Wedgewood Partners discuss the prospect of a lost decade for tech investors. The CEO of C3.AI talks about his stock’s huge run amid the buzz surrounding AI and ChatGPT. Anna Ashton from Eurasia Group breaks down the implications of the US’s decision to shoot down a suspected Chinese spy balloon. Plus the latest on big pullbacks for RH and Tyson Foods, and the buzz surrounding a drug side-effect dubbed “Ozempic face.”

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After a big week for the markets – the question remains: did the bulls get the leg up they were looking for? John Mowrey of NFJ Group gives his take. Plus, big tech shareholder George Seay weighs in on the state of the sector after a parade of earnings. And, market expert Mike Santoli’s Last Word as we head into a fresh week of trade. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Stocks declined in Friday trading following a blowout jobs number that nearly tripled estimates, and on the back of weakness in the tech sector after disappointing results from Amazon and Alphabet. National Economic Council Director Brian Deese breaks down what he called a “surprisingly strong” headline jobs number. Youssef Squali from Truist discusses his outlook for Alphabet and Amazon on the back of soft earnings. PNC CEO Bill Demchak talks about the signs he’s seeing from consumers and the state of the lending business. Plus the latest on Ford’s pullback, Starbucks and Apple results, and Ryan Cohen’s new target. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Amazon, Alphabet and Apple all reported quarterly results in Overtime. Stephanie Link of Hightower, Dan Ives of Wedbush and CIC Wealth’s Malcolm Etheridge give their all-star analysis. Plus, Mike Santoli breaks down all these big reports and what it could mean for the broader market picture. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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It was a mixed session for the major averages as the Nasdaq surged following Meta’s results, while the Dow pulled back a bit and the S&P 500 traded in-between. Mark Mahaney from Evercore ISI breaks down Meta’s surge and the read-through for Alphabet and Amazon. Analyst Angelo Zino previews what to expect from Apple. Former PIMCO Chief Economist Paul McCulley and G Squared’s Victoria Greene discuss the messaging from the Fed. Jonny Fine from Goldman Sachs talks opportunities in the credit market. Plus the latest on Disney’s activist battle, the CEO of homebuilder Meritage Homes on earnings, and why owning chickens to fight egg inflation isn’t all it’s cracked up to be. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Investors are digesting all of today’s key Fed developments and are looking ahead to some critical earnings reports in the next 24 hours. Ritholtz Wealth Management’s Josh Brown gives his forecast for stocks. Plus, instant reaction to Meta’s results from Hightower’s Stephanie Link. And, DoubleLine’s Jeffrey Gundlach gives his exclusive, first take on the Fed and where he is seeing opportunity in the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Stocks rallied during Fed chair Jerome Powell’s news conference after the Fed announced its decision to raise rates by 25 basis points, with investors keying in on Powell’s comments around taming inflation. Former NEC Director Gary Cohn joins for an extensive breakdown of the decision and Powell’s words. David Zervos from Jefferies discusses the impact on the market and for investors. Plus why AMD and Peloton surged on earnings, and what to watch from Meta’s results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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The next 48 hours will be critical for stocks and your money – with the Fed decision and news conference with Jay Powell along with some high stakes earnings. Virtus Investment’s Joe Terranova gives his set-up. Plus, top chips analyst Stacy Rasgon gives his instant reaction to AMD’s quarterly results. And, Snap shares got slammed in Overtime. So, could this spell trouble for Meta? Alex Kantrowitz of Big Technology breaks down what he’s expecting. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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The major averages climbed in Tuesday trading to cap off a solid month of gains, finishing the session at the highs. Tony Dwyer from Canaccord Genuity joins to discuss the strength this month and what he expects from Wednesday’s Fed Decision. FCC Commissioner Brendan Carr weighs in on calls for a TikTok ban and a further crackdown on Huawei. Visa CEO Al Kelly gives his outlook for the consumer and the payments industry in his last interview before stepping down as head of the company. Plus the latest on GM’s earnings beat, Exxon facing heat from the White House, and the key factor driving Spotify’s user growth. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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The days ahead could change the road of this market for months to come, with the Fed meeting starting tomorrow and earnings from more big tech names and the all-important jobs report on Friday. Trivariate’s Adam Parker breaks down what is at stake. Plus, the ultimate bull versus bear debate between Ed Yardeni of Yardeni Research and Eric Johnston of Cantor Fitzgerald spar over their market forecasts. And, is this year’s early rally really sustainable? Skybridge Capital’s Anthony Scaramucci explains his forecast for stocks and the Fed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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