Closing Bell

By CNBC

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Description

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, Sara Eisen and Scott Wapner guide listeners through each trading session and bring to you some of the biggest names in business.

Episode Date
Closing Bell Overtime: Your Q4 Playbook 9/30/22
00:44:03
What lies ahead for the final three months of the year? Solus Alternative Asset Management’s Dan Greenhaus and Victoria Greene of G Squared Private Wealth have a heated debate about their market forecasts. Plus, Fundstrat’s Tom Lee seems to be one of Wall Street’s last bulls standing. He makes his case. And, it was a tough week for Apple. Capital Wealth Planning’s Kevin Simpson breaks down why it’s actually a great buying opportunity.
Sep 30, 2022
Closing Bell: Stocks slide to end the quarter, Meta’s misery, Nike nosedives, Is a recession inevitable? 9/30/22
00:42:54
Stocks fell hard once again on Friday, with losses accelerating in the final minutes of trade to close out a brutal month and quarter for the bulls. Market experts Nancy Tengler and Scott Wren discuss ideas for the fourth quarter in this uncertain investing environment. The chair of the National Bureau of Economic Research, which is tasked with officially designating a recession, gives his view on the current state of the economy. Analyst Brian Nagel weighs in on Nike’s post-earnings nosedive. And with Meta shares down more than 50% on the year, a bull and a bear debate the company’s future prospects in light of a slew of headwinds.
Sep 30, 2022
Closing Bell Overtime: Behind the Big Sell-Off 9/29/22
00:44:20
Another ugly day on Wall Street… leaving investors wondering what’s next for their money. Trivariate’s Adam Parker gives his forecast. Plus, top financial advisor Rich Saperstein explains how he is navigating the volatility. And, we’re digging in on a rare downgrade for Apple… what that could mean for investors and the broader market.
Sep 29, 2022
Closing Bell: Easy Come, Easy Go, Affirm’s CEO On Consumer Spending & Just Do It? 9/29/22
00:50:06
Stocks selling off and giving back most of Wednesday’s big rally on renewed fears the Federal Reserve will continue to aggressively raise interest rates to fight inflation. Rosenberg Research President David Rosenberg says the Fed is trying to cause a recession to cool off red hot inflation. Canaccord Genuity’s Tony Dwyer has been calling for a market fall in the Fall. He discusses how much more pain the market could be facing. Truist’s Keith Lerner explains why he thinks the market is due for a short term bounce. Affirm CEO Max Levchin on whether he sees any signs consumer spending is slowing in this volatile economy and stock market. Charter Equity Research’s Ed Snyder on whether it’s time to buy Apple which has gotten crushed recently on concerns about iPhone 14 demand. And Barclays’ Adrienne Yih and RBC Capital Markets’ Piral Dadhania debate whether investors should buy shares of beaten down Nike ahead of its earnings report.
Sep 29, 2022
Closing Bell Overtime: What’s Next For Your Money? 9/28/22
00:44:16
A slew of differing market views surfacing at CNBC’s Delivering Alpha Conference today. So, what’s actually next for stocks? Ritholtz Wealth Management’s Josh Brown weighs in. Plus, reports surfaced that Apple no longer plans to ramp up production of its new iPhone. Dan Ives of Wedbush breaks down the implications for the company in the long term. And, Mike Santoli gives his Last Word on today’s market rebound.
Sep 28, 2022
Closing Bell: Stocks Soar, Alzheimer’s Drug Study & “The Next Big Thing” 9/28/22
00:43:24
A big rally on Wall Street after the Bank of England announced it will buy bonds to stabilize its financial markets. Fmr. Fed Vice Chair Richard Clarida reacts to the Bank of England’s move and discusses whether the Federal Reserve is taking the right steps to fight inflation and manage a soft economic landing. Charles Schwab Chief Investment Strategist Liz Ann Sonders discusses the big rally and whether this could be more than an oversold bounce. RockCreek CEO Afseneh Beschloss reveals her best investing opportunities around the globe and the industry she thinks is the “next big thing”. And shares of Biogen and Japanese drugmaker Eisai soaring after positive test results for their experimental Alzheimer’s treatment. Eisai U.S. Chairman & CEO Ivan Cheung on how effective the drug is and when it could win FDA approval.
Sep 28, 2022
Closing Bell Overtime: Searching for Stability 9/27/22
00:43:29
Can markets find some sort of stability in the coming days ahead? Vertas Financial’s Greg Branch, Citi Global’s Kristen Bitterly and Anastasia Amoroso of iCapital all give their expert market take. Plus, Schwab’s Omar Aguilar discusses how to protect your portfolio amid all of the volatility. And, Joe Terranova is back to break down the sectors that could have the most upside.===
Sep 27, 2022
Closing Bell: Stocks mostly lower in wild session, Warning for McDonald’s 9/27/22
00:42:57
Stocks finished mostly lower after trading in a very wide range, with Fed commentary and bond moves pulling the market in opposite directions. DoubleLine’s Jeff Sherman and Mohamed El-Erian from Allianz discuss the factors weighing on stocks and bonds, if they’d be buyers in this uncertain environment. Meantime McDonald’s was among the worst performers in the Dow after Citi issued a negative catalyst watch on the stock. The analyst behind that call joins to explain his warning. And the CEO of cybersecurity firm Qualys – a rare tech winner on the year – breaks down his read on corporate tech spending.
Sep 27, 2022
Closing Bell Overtime: Sell-Off Staying Strong 9/26/22
00:45:54
Stocks pulled back again today with yields and the dollar pushed higher. But, NewEdge’s Cameron Dawson thinks a relief rally could be on the horizon. She makes her case. Plus, top technician Katie Stockton breaks down the key levels to watch in the energy market. And, Brent Thill of Jefferies explains the big impact a stronger dollar could have on big tech.
Sep 26, 2022
Closing Bell: Stocks fall to start the week, Tasty bargains in tech 9/26/22
00:42:44
Stocks were mostly lower in Monday trading following last week’s brutal selloff as investors continue to watch the Fed. Former PIMCO Chief Economist Paul McCulley reacts to new comments from Raphael Bostic of the Atlanta Fed and discusses if the central bank can engineer a soft landing. Currencies were in focus as the British pound fell to record lows, and the dollar index hit its highest level in decades. Ruchir Sharma from Rockefeller explains what those moves mean for global markets. And David Rolfe from Wedgewood Partners identifies some “tasty bargains” in tech, as that sector piles on more losses to a brutal month.
Sep 26, 2022
Closing Bell Overtime: Trading the Turmoil 9/23/22
00:43:43
Stocks hitting new lows … so where is the market really heading from here? MBF Clearing’s Mark Fisher gives his expert market view. Plus, EMJ’s Eric Jackson breaks down how to trade the tech wreck. And, Joe Terranova and Mike Santoli give their Last Word on a wild week.
Sep 23, 2022
Closing Bell: Markets In Turmoil, Fed Fears & Oy Oil 9/23/22
00:49:47
Stocks closing sharply lower to close out a brutal week for the bulls amid rising fears of a global recession. Former Kansas City Fed President Thomas Hoenig discusses whether the Federal Reserve is making a mistake by being so aggressive with its interest rate hikes. Laffer Tengler Investments' CEO Nancy Tengler says the market is starting to price in a policy mistake by the Fed and unveils how she is positioning her clients as a result. JP Morgan Asset Management's David Lebovitz says high quality fixed income is starting to look very attractive as investors seek safety from this market turmoil. Bespoke's Paul Hickey on how this week's huge market sell off could impact historic seasonal patterns. Ariel's Charlie Bobrinskoy says value stocks are the way to play this market sell off, but Edward Jones' Mona Mahajan believes it may be time to buy back into growth stocks. Evercore ISI's Mark Mahaney reveals where he sees longer term opportunities to buy large cap tech stocks. And Raymond James' Pavel Molchanov weighs in on whether there is an opportunity in the energy sector as oil prices fall to the lowest level since January.
Sep 23, 2022
Weighing a Risk-Off Atmosphere 9/22/22
00:44:13
Former Dallas Fed President Richard Fisher said we are likely to stay in a risk-off environment. Cantor’s Eric Johnston joins us with his own crash call for stocks. Plus, Hightower’s Stephanie Link is breaking down some recent buys. She explains where she is seeing opportunity in this market. And David Albrycht of Newfleet Asset Management discusses how to play the boom in bonds.
Sep 22, 2022
Closing Bell: Rising Recession Fears, Bet On The Banks & Biggest Drug Ever 9/22/22
00:42:57
Another volatile day on Wall Street as investors fear the Federal Reserve's rate hikes could push the economy into recession. Fairlead's Katie Stockton says the market has long-term downward momentum and investors should be skeptical of any bounces right now. But CFRA's Sam Stovall says October is typically a bottoming month for the market and thinks we could be setting up for an end of year relief rally. Wells Fargo's Mike Mayo on what the latest Fed rate hike means for the banks and which financial stocks he thinks are the most attractive. UBS' Colin Bristow upgrading shares of Eli Lilly and explains why its new weight loss drug could be the "biggest drug ever". And Mizuho's Dan Dolev downgrading Block and says corporate mismanagement is blocking growth.
Sep 22, 2022
Closing Bell Overtime: The Fed & Your Money 9/21/22
00:44:22
DoubleLine’s Jeffrey Gundlach gives his instant and exclusive reaction to today’s Fed decision. Plus, why Gundlach says there is a 75% chance of a recession in 2023. And, Mike Santoli breaks down what he’s expecting from tomorrow’s trading session … and what it could mean for your portfolio.
Sep 21, 2022
Closing Bell: Stocks Sell Off & Fed Up 9/21/22
00:36:35
The market sinking after the Federal Reserve raised interest rates by 75 basis points and forecast more hikes in the future to fight inflation. Former National Economic Council Dirctor Gary Cohn weighs in on whether a recession is now more likely than a soft landing. Jefferies Chief Market Strategist David Zervos on how investors should be playing this volatility and whether the market is starting to price in a recession. And Mastercard Economics Institute's Chief Economist Michelle Meyer on why consumer spending remains strong despite inflation remaining very high.
Sep 21, 2022
Closing Bell Overtime: Stocks Drop Ahead of Fed 9/20/22
00:44:18
The Fed decision is less than 24 hours away … and the question is, is today’s sell-off a precursor to an even bigger move tomorrow or will the Fed chair soothe investors? Virtus Investment’s Joe Terranova weighs in. Plus, GSquared’s Victoria Greene says “the pivot is dead” ahead of tomorrow’s big meeting. She explains. And, market expert Mike Santoli’s final Last Word before the decision. What he’s watching.
Sep 20, 2022
Closing Bell: The Fall Fall, Focus on the Fed & Let's Make An EV Deal 9/20/22
00:43:00
Stocks selling off ahead of Wednesday's key Federal Reserve decision on interest rates. Canaccord's Tony Dwyer says stocks are setting up for a big fall in the Fall, but predicts a huge rally into the end of the year. Barclays' Adrienne Yih explains why she downgraded Nike, which was one of the worst performers in the Dow. National Economic Council Director Brian Deese on the mixed signals the market is getting from companies on the economy and whether the White House should accept any blame for inflation. GM CEO Mary Barra & Hertz CEO Stephen Scherr discuss the automaker's deal to sell up to 175,000 electric vehicles to Hertz. Plus, Barra weighs in on whether her company is experiencing the same rising supplier costs that Ford is warning about. And Lerer Hippeau Managing Partner Ben Lerer discusses how market volatility is impacting private company valuations, the IPO market and the SPAC industry.
Sep 20, 2022
Closing Bell Overtime 9/19/22
00:44:19
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.
Sep 19, 2022
Stocks make a comeback, Moderna drags, Rare interview with Ralph Lauren CEO 9/19/22
00:42:52
Stocks clawed back from early losses and finished the day with modest gains, as Wall Street awaits this week’s key Fed decision. Morgan Stanley’s Mike Wilson joins with a warning about earnings season, and breaks down the defensive areas he’s recommending now. Meantime Moderna pulled back sharply along with other vaccine names. Jefferies analyst Michael Yee discusses the move and if he’d recommend buying the dip. And the CEO of Ralph Lauren joins in a rare interview to break down the company’s long-term strategy and how he views the consumer in America and abroad.
Sep 19, 2022
Closing Bell Overtime: Buy the Tech Breakdown 9/16/22
00:54:07
It was a tough week for stocks – especially tech. So, is now the time to buy the dip? “Mad Money” Host Jim Cramer gives his expert market take. Plus, Fundstrat’s Tom Lee is sticking to his bullish stance – calling for a big comeback heading into the end of the year. Capital Wealth Planning’s Kevin Simpson is back … and this time he sees Fedex’s big warning as a big buying opportunity.
Sep 16, 2022
Volatile session to end rough week, FedEx and Fed Expectations 9/16/22
00:43:11
Stocks fell Friday to end a rough week on Wall Street, though the major averages finished well off the lows of the day. Lisa Erickson from U.S. Bank and Jeff Saut from Saut Strategy debate if they’d recommend buying U.S. equities now. Former CEA chair Jason Furman discusses what fears of a global recession could mean for the Fed’s decision next week. Broughton Capital’s Donald Broughton and China expert Dewardric McNeal break down the major earnings warning from FedEx and what it says about transports and China. Plus the latest on Uber’s hack, Apple’s iPhone on shelves, and GE’s red flag.
Sep 16, 2022
Closing Bell Overtime: Too Far, Too Fast? 9/15/22
00:44:26
The debate is on over whether the Fed is about to send stocks into a tailspin by raising rates too much, too fast. Dan Greenhaus of Solus Alternative Asset Management gives his take. Plus, could the tech wreck get even worse? Fundstrat’s Mark Newton breaks down the charts and reveals his forecast. And, top portfolio manager Avery Sheffield discusses what’s at stake at next week’s Fed meeting and how she’s navigating the uncertainty.
Sep 15, 2022
More weakness on Wall Street, Kanye West joins live to talk Gap termination 9/15/22
00:43:05
Stocks fell in Thursday trading, adding more losses to a painful week for the bulls. Bespoke’s Paul Hickey breaks down the market action and the moves in Apple and Disney. Tech sharply underperformed after Adobe announced a multi-billion dollar deal for software firm Figma and announced results ahead of schedule. Citi’s head of technology and communications banking discusses the deal and the broader landscape for tech M&A. And Kanye West joins live with the news that he’s terminating his retail deal with Gap.
Sep 15, 2022
Closing Bell Overtime: Warning Shot for the Bulls? 9/14/22
00:44:27
Investors treading lightly today as they assess the damage from yesterday’s major sell-off. So, was that a one-off drop or a warning shot of more selling to come? Eric Johnston from Cantor Fitzgerald gives his expert take. Plus, Oakmark’s Bill Nygren reveals his top value plays. And, Larry Cordiso of Osterweis Capital Management breaks down how to navigate the tech trade following yesterday’s 5% drop on the Nasdaq
Sep 14, 2022
Closing Bell: Struggling for direction, Stealth catalyst, SoFi stands out 9/14/22
00:37:35
It was a choppy session on Wall Street following Tuesday’s major selloff, with stocks wavering between gains and losses. Bridgewater’s Rebecca Patterson joins with her outlook for the US relative to the rest of the world. Chris Harvey from Wells Fargo and Jim Paulsen from The Leuthold Group make the bull case for equities. An expert explains why Moderna’s talks with China could present a stealth catalyst for the whole market. And the analyst who just upgraded SoFi breaks down how student loans and the NFL could help the stock.
Sep 14, 2022
Closing Bell Overtime: Dow Drops 1,200+ on CPI Report 9/13/22
00:44:21
It was a major sell-off day on Wall Street with the Dow falling early 4% and the Nasdaq plunging more than 5%. Virtus’ Joe Terranova gives his reaction and trading advice. Plus, Scott Wapner caught up with Doubleline’s Jeffrey Gundlach about his investment strategy. Plus, the one part of the market Gundlach sees as being a “gimmick.”
Sep 13, 2022
Closing Bell: Stocks suffer worst day since 2020 as hot inflation cools market 9/13/22
00:59:52
A surprisingly hot inflation print sent the major averages plummeting on Tuesday, with the Dow, S&P 500 and Nasdaq posting their worst session since the early days of the pandemic. David Zervos from Jefferies, Anastasia Amoroso from iCapital, and Richard Bernstein from Richard Bernstein Advisors discuss the implications for the Fed’s rate hike timeline. Dan Niles breaks down the trade in hard-hit tech, and explains why he thinks inflation will remain higher for longer than most people think. And the CEO of Wingstop talks about rising food costs, which jumped by the most since 1979.
Sep 13, 2022
Closing Bell Overtime: Countdown to CPI 9/12/22
00:44:23
It’s a moment of truth for the market as we await tomorrow’s CPI report. So, what should investors expect? NewEdge’s Cameron Dawson gives her take. Plus, Strategas’ Jason Trennert reveals the key market indicator that investors need to pay more attention to. And, SL Green and Chef Daniel Boulud are cooking up a new venture. All the details are explained in Overtime.
Sep 12, 2022
Closing Bell: Stocks climb ahead of inflation data, FTX US President on Ethereum merge, Billionaire VC’s Best Ideas 9/12/22
00:42:52
Stocks rose ahead of Tuesday’s key inflation reading – with the major averages building on last week’s gains. Former Fed Vice Chair Roger Ferguson weighs in with his expectations for the CPI report and what it means for the Fed’s rate hike timeline. Meantime Bitcoin got another boost, adding to recent strength. The president of FTX US weighs in on that move, plus a report that Fidelity is considering Bitcoin trading on its platform, and the long awaited Ethereum network upgrade. And legendary venture capitalist Vinod Khosla discusses this year’s rough IPO market and where he’s looking for investing opportunities now.
Sep 12, 2022
Closing Bell Overtime: Inside Risk-Reward 9/9/22
00:44:09
Is the risk-reward for stocks improving despite some bearish commentary from Scott Minerd? Charles Schwab’s Liz Ann Sonders gives her take. Plus, top technician Mark Newton breaks down the charts and reveals the sectors he is betting on as we head into the end of the year. And, Bank of America’s Marci McGregor reveals her recession playbook.
Sep 09, 2022
Closing Bell: 3-Day Win Streak, Fed Up & Tapestry CEO on Luxury Spending 9/9/22
00:43:06
Stocks staging a big rally to cap a 3-day win streak and help the major averages snap a 3-week losing streak as investors get less skittish about the potential for another 75 point interest rate hike by the Federal Reserve. Former Council of Economic Advisers Chairman Austan Goolsbee says he's worried the Fed could cause a recession if it continues to raise interest rates. Evercore ISI's Mark Mahaney discusses today's tech rally and the two stocks he thinks are cheap right now. Morgan Stanley's Jim Lacamp is skeptical about this week's gains and reveals his top short ideas. Tapestry CEO Joanne Crevoiserat discusses the outlook for luxury spending and whether the company has pricing power in this environment. And Kroger CEO Rodney McMullen on the grocer's big earnings beat and whether inflation is prompting consumers to trade down to the company's private label brands.
Sep 09, 2022
Closing Bell Overtime: Minerd’s Big Market Warning 9/8/22
00:43:57
Star investor Scott Minerd says markets are in for a 20% drop by mid-October. He makes his case, exclusively, in Overtime. Plus, Rich Bernstein explains why he sees a new growth sector developing. And, a late-day trade alert from Capital Wealth’s Kevin Simpson. He reveals why he is now getting back in on a big cap tech stock.
Sep 08, 2022
Closing Bell: Stocks Seesaw, Trusting the Fed & Crocs CEO on Consumer Spending 9/8/22
00:42:32
A volatile session on Wall Street after Fed Chairman Jay Powell reiterated the Fed will do whatever it takes to tame inflation and suggested a pivot to cutting rates is not on the table. Lazard CEO of Financial Advisory Peter Orszag discusses the impact the Fed's rate hikes are having on the economy and market and whether the central bank can tame inflation without causing a recession. Plus, he explains why he thinks the European Central Bank made a mistake by raising interest rates by 75 basis points today. Clocktower Chief Strategist Marko Papic says you can't trust what the Fed is saying and explains why he thinks there will be a pivot once inflation peaks. Becton Dickinson CEO Tom Polen discusses his company's Monkey Pox tests, whether consumers are still buying COVID tests with transmission rates on the decline and if his company is still facing supply chain challenges. And Crocs CEO Andrew Rees discusses the state of consumer spending and whether inflation is impacting sales.
Sep 08, 2022
Closing Bell Overtime: Weighing Today’s Bounce 9/7/22
00:44:22
Did the Fed’s Lael Brainard just open the door – ever so slightly – for an end to the rate hikes and the beginning of a bigger rally? Bryn Talkington of Requisite Capital gives her take. Plus, will Apple’s big product event get the stock moving higher in the months ahead? All-star panel of Jason Snipe from Odyssey Capital and Alex Kantrowitz of Big Technology break down what they’re seeing for the tech giant. And, market expert Mike Santoli digs in on today’s rally in his Last Word.
Sep 07, 2022
Closing Bell: Stocks Soar, Apple's Big Announcement & Kellogg's CEO on Consumer Spending 9/7/22
00:43:10
Stocks rallying and the Nasdaq snapping a 7-day losing streak thanks to lower interest rates and oil prices. All eyes were on Apple today, which announced several new products including the iPhone 14 and new Apple Watches. Wedbush's Dan Ives says the price increase on Apple's new iPhone 14 will be a catalyst for the stock to rally. Kellogg CEO Steve Cahillane says he sees resilience in the state of the consumer and does not see people trading down to lower priced products, but does see some costs such as higher wages sticking around. Macquarie's Tim Nollen upgrading shares of Netflix and explains why he is bullish on the streaming giant's upcoming ad tier. And Lightspeed Partner Michael Mignano discusses the outlook for private company valuations and the IPO market.
Sep 07, 2022
Closing Bell Overtime: Nothing But Negativity? 9/6/22
00:44:22
Many investors painting an ugly picture of the markets … but are things really that bad? Could it be a contrarian signal for your money? Trivariate’s Adam Parker weighs in. Plus – the case for *and* against growth stocks. EMJ’s Eric Jackson sees a lot of value in the space but New Edge’s Cameron Dawson takes the other side of that argument. And, we’re counting down to Apple’s big product event. We break down top three things every investor needs to be watching.
Sep 06, 2022
Closing Bell: Rollercoaster Ride, Crude Cut & Unilever CEO on Consumer Spending 9/6/22
00:42:40
Stocks taking investors on a wild ride. The market rallying out of the gate, but retreating throughout the session. The Nasdaq falling for the 7th straight day, the longest losing streak since 2016. Mobius Capital Partners' Founder Mark Mobius weighs in on the recent sell off and reveals which countries he thinks can deliver better returns than the U.S. Bridgewater's Karen Karniol-Tambour discusses why investing in China is a big part of her portfolio protection playbook. Citi Global Wealth Management's Kristen Bitterly remains bearish on the market, but reveals the two sectors she thinks can help investors play defense in this uncertain environment. Husseini Energy Founder Sadad Al-Husseini on how OPEC's oil production cut and Russia indefinitely suspending natural gas supplies to Europe will impact energy prices. And Unilever CEO Alan Jope on the state of consumer spending and whether people are trading down to cheaper products because of inflation and economic concerns.
Sep 06, 2022
Closing Bell Overtime: Soft Start to September 9/2/22
00:44:23
Stocks posting losses to start September, but Fundstrat’s Tom Lee says there could be an upside surprise in store. Plus, two top money managers share their predictions for the Federal Reserve’s next rate hike. And, market expert Mike Santoli unpacks what’s ahead in a busy month for equities.
Sep 02, 2022
Closing Bell: 800 Point Swing, Goldilocks Jobs Report & Oil's Not Well 9/2/22
00:46:16
Stocks staging a big early session rally following the August jobs report, which came in slightly weaker than expected, easing fears the Fed could hike interest rates more aggressively. But the Dow, which had been up nearly 400 points, swung to a 400 point decline after Russia's Gazprom announced an indefinite shutdown of Europe's Nord Stream pipeline. OPIS Global Head of Energy Tom Kloza discusses what the pipeline problems mean for oil and gas prices. Truist's Keith Lerner explains why he thinks this market sell off would have happened regardless of the pipeline news. Satori Fund Founder Dan Niles discusses the recent rough ride for tech stocks and where he is finding opportunities in this market. Jefferies Michael Yee on why he is so bullish on biotech stocks despite a huge sell off this year. And IMAX CEO Rich Gelfond on the outlook for the box office and the first ever national cinema day on Saturday.
Sep 02, 2022
Closing Bell Overtime 9/1/22
00:44:20
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.
Sep 01, 2022
Closing Bell: Dramatic Comeback, Chips Chopped & Prime Time For Disney 9/1/22
00:42:45
Stocks staging a big late-day turnaround, helping the Dow and S&P snap a 4-day losing streak. Chip stocks getting crushed after the U.S. government restricted Nvidia and AMD's sales to China. Piper Sandler's Harsh Kumar explains why he slashed his price target on Nvidia and discusses the other stocks that may be at risk. Keycorp CEO Chris Gorman on the outlook for commercial and consumer loan growth and how rising interest rates are impacting the regional bank. Chargepoint CEO Pasquale Romano discusses the outlook for the electric vehicle charging business after reporting huge year-over-year sales growth. And Epyllion CEO Matthew Ball reacts to reports that Disney is exploring a membership service similar to Amazon Prime, something he predicted the media giant would do six years ago.
Sep 01, 2022
Closing Bell Overtime: Setup for September 8/31/22
00:44:28
New month, same choppy market? SoFi’s Liz Young and Ritholtz Wealth Management’s Josh Brown crack open their September playbooks with August’s losses locked in. Plus, Gabriela Santos of JP Morgan Asset Management says Fed Chair Jerome Powell gave the market a lot more than it bargained for at Jackson Hole. And, FirstMark’s Rick Heitzmann reveals how Snap’s restructuring story could benefit the social stock.
Aug 31, 2022
Closing Bell: Stocks Slump Again, Snap-Back & Pet Problems 8/31/22
00:42:50
Stocks falling again to close out the month of August on a 4-day losing streak. Shares of Snap staging a big rally after announcing a major restructuring, including cutting 20% of its workforce. MKM Partners' Rohit Kulkarni explains why he is bullish on this move, but EMJ Capital President Eric Jackson remains bearish on the stock and questions management's decisions. Shares of online pet retailer Chewy in the dog house after missing sales estimates and lowering its full year guidance. CEO Sumit Singh discusses how inflation is taking a toll on consumer spending. Designer Brands, which owns footwear retailer DSW, not seeing any signs of slowing consumer spending. CEO Roger Rawlins discusses what's behind better than expected earnings and how the back-to-school shopping season is impacting sales. UBS' Michael Lasser issuing a bearish note on Bed, Bath & Beyond. He explains why he is skeptical about the company's new turnaround plan. And BNY Mellon CEO Robin Vince discusses the bank's crypto strategy and how rising interest rates are impacting the financial industry.
Aug 31, 2022
Closing Bell Overtime 8/30/22
00:44:21
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.
Aug 30, 2022
Closing Bell: 3-Day Losing Streak, Underpricing a Recession & National Economic Council Director on Inflation 8/30/22
00:42:52
Stocks falling for a third straight day over concerns the Federal Reserve will continue raising interest rates in order to fight inflation. National Economic Council Director Brian Deese discusses how fast inflation could come down from here and why the White House expects the rate of job growth to cool in the months ahead. Marathon Asset Management Founder Bruce Richards says the market is underpricing a recession and thinks there is a lot more downside ahead. He reveals the sectors he believes will outperform during a recession. BD8 Capital CEO Barbara Doran explains why she thinks the market is setting itself up for a rally this fall and unveils the stocks that could lead the charge. Brookings Institution's Michael O'Hanlon on how increasing tensions between China & Taiwan could impact the market. And Citi Global Head of Commodities Research Ed Morse reacts to today's energy sell off and why he thinks oil prices could continue to slide.
Aug 30, 2022
Closing Bell Overtime 8/29/22
00:44:31
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.
Aug 29, 2022
Closing Bell: Stocks Lose Steam, High Energy & Flexible Living 8/29/22
00:42:32
Stocks staging a big mid-day comeback after opening deep in the red, but the market lost steam into the close. Bespoke's Paul Hickey says it is too soon to call the end of the summer rally, but things could get tricky for investors in September. Canyon Partners Co-Founder Josh Friedman thinks the Fed could oversteer its attempt to fight inflation and that could lead to a long malaise, not a recession, and he reveals where he sees distressed opportunities in this market. Medley Global Advisors' Ben Emons says investors should remain defensive in this rising rate environment. Ariel's Charlie Bobrinskoy says energy stocks still look cheap despite today's rally in oil. He reveals his top energy pick. And Landing CEO Bill Smith discusses the outlook for the flexible living industry and competing with Adam Neumann's new concept called Flow.
Aug 29, 2022
Closing Bell Overtime 08/26/22
00:59:57
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.
Aug 26, 2022
Closing Bell: Fire in the hole! Stocks plummet on Powell speech 8/26/22
01:00:00
The major averages fell hard in Friday trading, with the selloff sparked by Fed Chair Powell’s speech in Jackson Hole. Fed watchers David Zervos and Peter Boockvar parse through the speech for clues about the Fed’s rate policy. Evercore’s Mark Mahaney breaks down the pain for big tech. Canaccord’s Tony Dwyer discusses the outlook for the markets. And LightShed’s Brandon Ross joins to talk about EA – which bucked the downtrend on M&A rumors.
Aug 26, 2022
Closing Bell Overtime: Prepping for Powell 8/25/22
00:44:13
Fed Chair Powell’s speech on deck tomorrow and investors are anxiously awaiting his comments. Gabriela Santos of JP Morgan Asset Management gives her prediction for what stocks might do on the back of that speech. Plus, Bespoke’s Paul Hickey says current market signals are more positive than negative. He explains why. And, market expert Mike Santoli wraps up a wild day on Wall Street.
Aug 25, 2022
Closing Bell: Stocks stage late rally, Tesla split takes effect, Retail goes on sale 8/25/22
00:43:09
Stocks staged a rally in the final hour of trading – with the Dow gaining more than 300 points, and the Nasdaq popping by more than 1.5%. PIMCO’s Tony Crescenzi joins to discuss the latest signals from the Fed ahead of chair Powell’s Friday speech. Meantime Tesla ticked lower as its 3-for-1 stock split took effect. Analyst Craig Irwin discusses what the split means for shareholders. And retail names like Burlington and Abercrombie pulled back as earnings raised new concerns about the state of the consumer. Dana Telsey from Telsey Advisory Group breaks down her retail shopping list.
Aug 25, 2022
Closing Bell Overtime: Moment of Truth for Tech? 8/24/22
00:45:56
Salesforce, Snowflake and Nvidia all reporting results in Overtime. Mad Money host Jim Cramer makes a surprise appearance on the Overtime set with his instant reaction to all of the earnings results. Plus, Nuveen’s Saira Malik breaks down three key areas of the market she is watching given the recent market volatility. And, the Jackson Hole Summit kicks off tomorrow – we dig in on the key themes to watch with Wall Street Journal’s Nick Timiraos.
Aug 24, 2022
Closing Bell: Stocks make up some ground, Housing headaches, SoFi’s student loan bounce 8/24/22
00:42:45
Stocks closed mostly higher in Wednesday trading, as investors await Friday’s speech from Fed Chair Jay Powell in Jackson Hole. Housing was a big focus on Wall Street, after new data showed a decline in home prices for the first time in 3 years. Jeana Curro from Bank of America and John Lovallo from UBS join to discuss the state of housing, and what the downturn in prices means for the real estate market. Meantime SoFi shares climbed as President Biden announced his student debt relief plan. Mizuho’s Dan Dolev explains why he thinks that’s a good thing for SoFi shareholders.
Aug 24, 2022
Closing Bell Overtime: Weighing the Market Rally 8/23/22
00:44:14
Are stocks set up for a big fall on Friday or are they positioned for another leg higher? Joe Terranova of Virtus Investment gives his take. Plus, the latest twist at Twitter. The stock sinking as a whistleblower sounds the alarm on the company. All-star panel of Alex Kantrowitz and Casey Newton break down what these allegations mean for Elon Musk’s takeover deal. And, Pimco’s Erin Browne explains her bear market playbook.
Aug 23, 2022
Closing Bell: Stocks mixed in seesaw session, Why recycling is key for EVs 8/23/22
00:42:38
Stocks finished mixed in a choppy session on Wall Street, with small caps seeing gains while the Dow and S&P 500 pulled back. Dan Ives from Wedbush and Charlie Bobrinskoy from Ariel Investments debate the trade on tech, following Monday’s big pullback for the Nasdaq. Chart watcher Jeff DeGraaf breaks down the S&P 500 levels that should be on your radar. And the CEO of Lithium processor Li-Cycle explains why battery recycling is key for the growth of the electric vehicle market.
Aug 23, 2022
Closing Bell Overtime: The Fate of Stocks 8/22/22
00:43:51
A steep sell-off on Wall Street has investors weighing the fate of stocks as we kick off a new trading week. Trivariate’s Adam Parker gives his take. Plus, Wharton School Professor Jeremy Siegel breaks down his stock playbook. And, market expert Mike Santoli’s “Last Word” on today’s big reversal.
Aug 22, 2022
Closing Bell: Stocks tank, Health care bright spot 8/22/22
00:49:43
Stocks pulled back sharply to kick off a new trading week, with the Nasdaq feeling the most pain, as investors look ahead to the Fed’s meeting this week in Jackson Hole. Charles Schwab Chief Investment Strategist Liz Ann Sonders joins with her take on the selloff, and how long it could last. Market experts Barry Knapp, Keith Lerner and Jim Paulsen share their outlooks and best ways to play the volatility. And Signify Health was a major outperformer today, boosted by reports of a bidding war from Amazon and others for the company. The CEO of Cano Health, which was boosted in sympathy, weighs in on the potential deal.
Aug 22, 2022
Closing Bell Overtime 8/19/22
00:44:12
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.
Aug 19, 2022
Closing Bell: Winning Streak Snapped, Cryptos Crushed & Bed Bath & Beyond Gets Burned 8/19/22
00:42:47
Stocks sliding on Wall Street as the S&P 500 snaps a 4-week winning streak. BTIG Chief Market Technician Jonathan Krinsky explains why he sees big headwinds for stocks on the horizon, but reveals the one sector he thinks is attractive right now. Ally's Lindsey Bell thinks the market will remain volatile for a while, but it is too soon to say whether the summer rally is over. Mizuho's Dan Dolev on the sell off in bitcoin and why he sees significant downside to shares of crypto exchange Coinbase. Shares of Bed, Bath & Beyond plunging after investor Ryan Cohn sold his entire stake in the retailer. Former SEC Chair Harvey Pitt discusses whether regulators should look into the timing behind that sale. And Sunpower CEO Peter Faricy discusses how the Inflation Reduction Act could be a huge boon for the solar industry.
Aug 19, 2022
Closing Bell Overtime: The Bulls vs. the Hawks 8/18/22
00:44:23
Fed speak front and center on Wall Street today … so the question now is can the bull charge actually continue even as hawks swoop in? Dan Greenhaus of Solus Alternative Asset Management gives his take. Plus, top chip analyst Stacy Rasgon gives instant reaction to Applied Materials results. And, five-star fund manager Kevin Simpson of Capital Wealth Planning makes the bull case for oil.
Aug 18, 2022
Closing Bell: Streaming Wars, We've Got Spirits & Bed, Bath & Beyond Takes A Bath 8/18/22
00:43:04
It was a volatile day on Wall Street as stocks staged a late-session comeback. JPMorgan Asset Management's Phil Camporeale says we're currently in "the most supportive environment for investing we have seen all year". Former TikTok CEO & Former Disney executive Kevin Mayer discusses the winners and losers in the streaming wars and why he thinks Netflix's upcoming ad-supported tier will be a success. Plus, he discusses investor Dan Loeb's new push for Disney to spin off its ESPN business and Amazon testing a TikTok-like feature. Suntory CEO Takeshi Niinami discusses whether he is seeing customers trade down to cheaper whiskeys and other spirits in this economy as well as how his company is competing in the red hot tequila market. And B. Riley Securities Susan Anderson reacts to investor Ryan Cohen's intent to sell his stake in meme stock darling Bed, Bath & Beyond just days after she downgraded the stock to sell with a $5 price target.
Aug 18, 2022
Closing Bell Overtime: The Pause the Market Needed? 8/17/22
00:44:31
The Dow snapped a 5-day win streak … but is this just what the market needed? Josh Brown of Ritholtz Wealth Management gives his take. Plus, Morgan Stanley Wealth Management’s Lisa Shalett says investors should not chase new market momentum. And, reaction to Target’s earnings from an analyst who issued a bold call ahead of that report – he explains where he stands now.
Aug 17, 2022
Closing Bell: Win Streak Snapped, Fade The Rally and Amazon's TikTok Copycat 8/17/22
00:42:52
The Dow snapping a 5-day winning streak following disappointing retail sales data and a huge profit miss by Target, which was forced to slash prices to eliminate excess inventory. Fmr. Macy's CEO Terry Lundgren discusses whether he thinks the industry's inventory problems will be fixed in time for the holiday shopping season. Fmr. Kansas City Fed President Thomas Hoenig discusses how much the Fed will hike interest rates at its next meeting and if he thinks the central bank could pivot to rate cuts next year. Wells Fargo Investment Institute's Scott Wren believes a pivot is off the table and investors should be fading this recent rally, adding this is the most negative he has been on the market in a while. Manhattan Venture Partners' Rashaun Williams explains why he thinks the ice cold IPO market is about to heat up and lays out the top 5 names on his IPO watch list. And UBS's Lloyd Walmsley on whether Amazon testing a TikTok-like feature could be a game changer.
Aug 17, 2022
Closing Bell Overtime: Is Buy the Dip Back? 8/16/22
00:41:18
Virtus Investments’ Joe Terranova says any pullback could present a big upside opportunity – he makes his case. Plus, Gabriella Santos of JP Morgan Asset Management thinks the market could see another leg lower in the fall. And, the red-hot housing market is showing signs of cracking following a slew of bad data … but UBS thinks this could actually mark a turning point for homebuilders.
Aug 16, 2022
Closing Bell: 5-Day Win Streak, Walmart's Big Beat & President Biden Signs The Inflation Reduction Act 8/16/22
00:44:24
Better than expected earnings from Walmart and Home Depot helping the Dow extend its winning streak to a fifth straight day, although the broader market did lose steam late in the session. DWS Americas Chief Investment Officer David Bianco discusses whether investors should trust the recent rally and reveals where he still sees value in this market. Former Walmart U.S. CEO Bill Simon says the world's largest retailer is profiting from consumers shopping for lower food prices, but worries the company could get hurt by higher inventories of discretionary items. Palantir COO Shyam Sankar discusses the company's new efforts in health care and the impact the conflict between Russia & Ukraine is having on his business. And President Biden signs the Inflation Reduction Act into law.
Aug 16, 2022
Closing Bell Overtime 08/15/22
00:44:30
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.
Aug 15, 2022
Closing Bell: Stocks Rebound, Recession Risks And Buy The Dip 8/15/22
00:42:45
The market staging a comeback from early session losses following weak economic data in China. Fundstrat Head of Research Tom Lee thinks stocks could be heading to all-time highs and investors who are skeptical of this rally are missing out. Laffer Tengler Investments’ CEO Nancy Tenger reveals which stocks she sees value in amid this 4-week market rally. National Bureau of Economic Research Chair John Lipsky discusses whether the China slowdown raises the risks of a recession in the U.S. and around the globe. JPMorgan Retail Analyst Matt Boss on what he expects from retail earnings ahead of tomorrow’s results from Walmart and Home Depot. And UTZ CEO Dylan Lissette discusses the outlook for food inflation and why consumers continue to buy his company’s chips and dips despite several price hikes.
Aug 15, 2022
Closing Bell Overtime 8/12/22
00:44:11
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.
Aug 12, 2022
Closing Bell: Stocks jump to end week, Economic impact of Inflation Reduction Act 8/12/22
00:43:18
Stocks jumped in Friday trading, capping off a strong week of gains – the fourth in a row for the S&P 500 and the Nasdaq. Market experts Eric Jackson, Charlie Bobrinskoy, and Lori Calvasina discuss how long the rally can last, and if you should be positioning more heavily in growth or in value stocks. Meantime as the House debated the Inflation Reduction Act, J.P. Morgan Chief Economist Michael Feroli discusses the impact the legislation could have on the economy. And in today’s Market Zone, we break down the resurgence in meme trades, the pop for Peloton, and the latest commentary from the Fed.
Aug 12, 2022
Closing Bell Overtime: Bear Market Officially Over? 8/11/22
00:43:59
Is there a chance the bear market is now dead … or is the really off the mid-June lows just a giant head-fake? Anastasia Amoroso of iCapital weighs in. Plus, Goldman’s Tony Pasquariello breaks down what he is seeing in this recent rebound. Plus, Barbara Ann Bernard of Wincrest Capital gives some top picks for your portfolio.
Aug 11, 2022
Closing Bell: Stocks give up early gains, Disney leads the Dow 8/11/22
00:49:34
Another cooler-than-expected inflation report helped boost sentiment in early trading, but gains faded throughout the session following Wednesday’s big rally. Cowen CEO Jeff Solomon and Alli McCartney from UBS give their outlook on the market and the Fed’s path. Disney held on to gains after reporting strong earnings and streaming subscriber numbers. Former NBC Entertainment Co-Chairman Ben Silverman weighs in on if he thinks consumers will be willing to pay more for Disney+.
Aug 11, 2022
Closing Bell Overtime: Red Hot Rally 8/10/22
00:44:30
Cooling inflation numbers sparked a big rally on Wall Street. So, is today’s CPI number further proof the fed is successfully engineering a soft landing – and is the pivot in play? Josh Brown of Ritholtz Wealth Management gives his take. Plus, Wells Fargo’s Mike Mayo sees more upside for the banks. He breaks down the reasons why. Plus – reaction to Disney, Bumble and more all reporting results in overtime.
Aug 10, 2022
Closing Bell: Cooler inflation fuels sharp rally, Plug Power CEO on stock surge 8/10/22
00:43:07
A cooler-than-expected inflation report fueled a sharp rally on Wall Street, with the Dow closing higher by more than 500 points and the Nasdaq surging nearly 3%. Jason Trennert from Strategas and Tony Dwyer from Canaccord discuss what the inflation print means for their outlooks, and how the Fed could react. Meantime shares of Plug Power surged, despite missing earnings estimates. CEO Andy Marsh joins to talk about how his industry could benefit from the Inflation Reduction Act. And one name that sat out the rally was Angi, the parent of Angie’s List. The company’s CEO weighs in on whether or not the pandemic home improvement boom is over.
Aug 10, 2022
Closing Bell Overtime: Countdown to CPI 8/9/22
00:44:21
Stocks treaded water again today as investors anxiously awaiting tomorrow’s critical CPI report. Virtus Investment Partners’ Joe Terranova gives his forecast. Plus, Alphabet shares took a hit late in the trading day on some reports surrounding the DOJ potentially suing Google. Bill Nygren of Oakmark Funds – an Alphabet shareholder – gives his instant reaction. Plus, Disney is set to report results in Overtime tomorrow. Julia Boorstin gives a rundown of all the key metrics and themes every investor needs to watch.
Aug 09, 2022
Closing Bell: Stocks fall ahead of inflation print, Chips get chopped, SoFi CEO on stock plunge 8/9/22
00:43:10
Stocks fell in another choppy session, with the Nasdaq feeling the brunt of the pain, closing lower by more than 1%. Liz Ann Sonders from Charles Schwab and Tom Lee from Fundstrat discuss their outlooks ahead of tomorrow’s CPI report. Meantime chip stocks were hit hard after Micron warned on earnings. Rajvindra Gill joins to make the bull case for the semis, and Commerce Secretary Gina Raimondo discusses the signing of the CHIPS Act. And SoFi CEO Anthony Noto talks about Softbank’s decision to sell some or all of its stake in the company.
Aug 09, 2022
Closing Bell Overtime: Time to Bet with the Bulls? 8/8/22
00:44:35
Are the bulls winning the battle for where the market is headed next or could some key economic data this week bring the bears roaring back to life? BMO’s Brian Belski gives his take. Plus, top chip analyst Stacy Rasgon weighs in on Nvidia’s big revenue warning. And, Ed Yardeni says the recent bull run could stall this week. He explains the reasons why … and what is at stake for stocks.
Aug 08, 2022
Closing Bell: Choppy Session to Start Week, Reaction to Inflation Reduction Act 8/8/22
00:43:36
Stocks were mixed in Monday trading, with the Dow closing slightly higher, while the Nasdaq ticked lower, in part on an earnings warning from chipmaker Nvidia. But solar and EV stocks were outliers – climbing after the Senate advanced the Inflation Reduction Act over the weekend. National Association of Manufacturers president Jay Timmons joins with his objections to the bill, while the CEO of solar firm Sunnova makes the case for why it’s a positive. Meantime former Fed governor Sarah Bloom Raskin discusses if the bill will indeed combat inflation. And the CEO of Chegg breaks down the current environment for tech stocks.
Aug 08, 2022
Closing Bell Overtime 8/5/22
00:44:25
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.
Aug 05, 2022
Closing Bell: Jobs Jolt, Fmr. Treasury Secretary Jack Lew On Inflation & Winging It 8/5/22
00:42:07
A volatile day on Wall Street as investors weighed whether the much stronger than expected July jobs report means the Federal Reserve could hike interest rates more aggressively at its next meeting. Mastercard Chief Economist for the U.S. Michelle Meyer says the Fed needs to do more to cool inflation in the wake of that hot report, but LinkedIn Chief Economist Karin Kimbrough says she sees some small cracks forming in the labor market. Former Treasury Secretary Jack Lew explains why he is endorsing the new Inflation Reduction Act and why he thinks it will effectively fight inflation. And Wingstop CEO Michael Skipworth says everybody may be talking about food inflation, but his company is actually benefitting from falling chicken wing prices.
Aug 05, 2022
Closing Bell Overtime: More August Gains Ahead? 8/4/22
00:44:13
Hightower’s Stephanie Link says this rally could last the rest of the month – she makes her case. Plus, Wedbush’s Dan Ives gives instant reaction to Lyft’s quarterly report. Plus, market expert Mike Santoli’s “Last Word” as we head into the final trading day of the week.
Aug 04, 2022
Closing Bell: All Eyes on Jobs, Electric Results & Pets and Profits 8/4/22
00:42:48
Stocks mostly lower on Wall Street as investors brace for Friday's all-important July jobs report. Ariel Investments Co-CEO John Rogers weighs in on the recent market rally and unveils his top picks in the media and consumer discretionary industries. Nikola CEO Mark Russell discusses the EV truck makers' bullish delivery outlook and why passage of the Inflation Reduction Act would be a tailwind for his industry. Zoetis CEO Kirstin Peck on the animal healthcare company's weaker than expected earnings and whether consumers are still spending on their pets in this economic environment. And Oppenheimer's Owen Lau explains why Coinbase's new partnership with Blackrock is a bullish catalyst for the stock.
Aug 04, 2022
Closing Bell Overtime: The Resilient Rally 8/3/22
00:44:08
It was a rally day on Wall Street as stocks claw back toward some key levels. But how much more is really left in this run? Trivariate’s Adam Parker weighs in. Plus, Chris Harvey of Wells Fargo Securities says we’re not going to retest the lows until next year. He makes his case. And, Mike Santoli’s “Last Word” on tech’s big move today.
Aug 03, 2022
Closing Bell: Stocks Soar, Fintechs Flying High & Let's Make A Deal 8/3/22
00:42:34
Stocks snapping a two-day losing streak following stronger than expected economic data and earnings. But Canaccord's Tony Dwyer explains why he thinks the summer rally is about to cool off. Carlyle Group Co-Founder David Rubenstein says he doesn't see a recession in the near term and discusses the outlook for dealmaking in this environment. Mizuho's Dan Dolev weighs in on the big rally in Fintechs today and whether investors should be buying these stocks after big year-to-date declines. And KKR's Paula Campbell Roberts says she now expects a slowdown in spending by high-income spending, but she unveils which retail stocks she thinks will be able to buck that trend.
Aug 03, 2022
Closing Bell Overtime: The Bear Bounce Battle 8/2/22
00:47:07
Have markets really turned a corner? Joe Terranova of Virtus Investment Partners gives his forecast for stocks. Plus, top-rated chip analyst Stacy Rasgon gives his instant reaction to AMD results. And, three top picks for your portfolio with Lauren Hill from Westwood Quality Value Fund.
Aug 02, 2022
Closing Bell: Stocks Slump, Avoiding A Recession & Senator Manchin Speaks 8/2/22
00:46:09
Stocks under pressure on Wall Street amid rising tensions between the U.S. and China and commentary from Fed members on the pace of interest rate hikes to fight inflation. Senator Joe Manchin weighs in on how the new Inflation Reduction Act will help cool inflation and impact Wall Street by closing corporate tax loopholes. The National Bureau of Economic Research is the only organization that can officially declare a recession. CEO James Poterba discusses whether the strong jobs market will help the economy avoid recession. Axonic's Peter Cecchini discusses how rising tensions between the U.S. and China could impact Wall Street. And Wedbush's Dan Ives explains why he thinks Uber will continue to rally after reporting strong earnings and why tech stocks could see a surge into the end of the year.
Aug 02, 2022
Closing Bell Overtime: Will the Rally Hold in August? 8/1/22
00:44:25
The first day of a new trading month holds many questions for investors – most importantly if July’s rally can roll on. iCapital’s Anastasia Amoroso gives her forecast. Plus, early Pinterest investor Rick Heitzman gives instant analysis after that company’s quarterly report. And, market expert Mike Santoli’s first “Last Word” of the month.
Aug 01, 2022
Closing Bell: Timing The Bottom, Boeing's Boom & Sour Lemonade 8/1/22
00:42:48
Stocks slightly lower to kick off August following July's rally. Hayman Capital Management Founder Kyle Bass says despite last month's gains, the bottom is not in yet, but he reveals when he thinks it will be time to buy back into the market. Goldman Sachs' Ashish Shah discusses whether investors are getting ahead of the Fed on interest rates and why he sees big opportunities in software and biotech stocks. Jefferies' Sheila Kahyaoglu on Boeing's bullish dreamliner news and why she sees much more upside ahead for the stock. And Lemonade CEO Daniel Schreiber discusses the insurance company's huge stock decline this year and when he thinks the company will become profitable.
Aug 01, 2022
Closing Bell Overtime: The Big July Jolt 7/29/22
00:43:31
Stocks handed in a monster month with the S&P having its biggest gain since November 2020. So, as we head into August what could be in the cards for the market. Greg Branch of Veritas Financial Group gives his expert take. Plus, the case for small caps. Jill Carey Hall of Bank of America says the rally in this space is just getting started – she explains why. And, Plexo Capital’s Lo Toney breaks down some top tech trades for your portfolio.
Jul 29, 2022
Stocks Jump In July, Tech Takes Off & Roku Rocked 7/29/22
00:43:18
Stocks surging to close out the week with big gains driven by strong results from tech titans Apple & Amazon. Mariner Wealth Advisors' Time Lesko and Rosenblatt Securities' Barton Crockett discuss where they see the biggest opportunity in tech following those results. One tech stock not doing as well is Roku. That stock plunging after reporting weaker than expected numbers. Evercore ISI's Schweta Khajuria explains why she's slashing her price target on the stock. Bespoke's Paul Hickey on whether the big gains in July will be able to carry over into August. Columbia Sportswear CEO Tim Boyle discusses whether consumers are cutting back on spending amid the ongoing economic uncertainty. And PIMCO's Libby Cantrill says the so-called Inflation Reduction Act in Congress is unlikely to cool inflation in the near term.
Jul 29, 2022
Closing Bell Overtime: Mega-Cap Tech’s Big Day 7/28/22
00:47:07
Amazon, Apple and Intel all reported results in the Overtime session. Our all-star panel including Wedbush’s Dan Ives, Requisite Capital Management’s Bryn Talkington and Jason Snipe of Odyssey Capital all break down the results with instant, expert analysis. Plus, Amazon and Apple shareholder Mark Lehmann explains what he is listening for on tonight’s conference calls – and what it could all mean for investors.
Jul 28, 2022
Closing Bell: Rally Rolls On, Marriott's CEO On Travel Spending & Solar Stocks Shine 7/28/22
00:43:02
Stocks rallying again despite a report showing GDP contracted for the second straight quarter. Marriott CEO Tony Capuano met with President Biden on the state of the economy and discussed why he still sees strong consumer spending on travel. Neuberger Berman Managing Director Holly Newman Kroft reveals how she is advising high net worth clients to invest outside of equities and fixed income during this economic downturn. Solar stocks soaring today. Sunnova CEO John Berger reacts to the Senate deal on clean energy funding and what that means for his industry. Susquehanna's Chris Rolland on how semi stocks will be impacted by the newly passed Chips Act, which now heads to President Biden's desk. And Tilray Brands CEO Irwin Simon discusses the cannabis company's big sales beat and the potential impact on his industry if Republicans win the midterm elections.
Jul 28, 2022
Closing Bell Overtime: The Fed, Facebook & a Big Rally 7/27/22
00:47:14
Another day of big earnings in Overtime with results from Meta, Qualcomm and Ford. Ritholtz Wealth Management’s Josh Brown and Hightower’s Stephanie Link give instant analysis. Plus, an exclusive sit down with Doubleline’s Jeffrey Gundlach with his first take on the Fed decision. And, NewEdge Wealth’s Cameron Dawson reacts to the day’s big rally and breaks down her market forecast.
Jul 27, 2022
Stocks Soar, Slowing Pace & Turning Bullish 7/27/22
00:32:00
Stocks staging a big rally after the Federal Reserve raised interest rates by 75 basis points to fight inflation and hinted it could slow the pace of its rate hikes. Fmr. National Economic Council Director Gary Cohn discusses whether he thinks higher rates are helping to cool inflation and slow economic growth. Plus, he explains why he is more of a buyer than a seller in this market. Jefferies Chief Market Strategist David Zervos says he is also turning bullish and thinks the market could rally into the end of summer. And Ally's Lindsey Bell reveals whether investors should buy shares of Meta ahead of its earnings report.
Jul 27, 2022
Closing Bell Overtime: Parade of Big Tech Results 7/26/22
00:44:15
Highly anticipated tech earnings officially hit the tape in Overtime. Trivariate’s Adam Parker and Virtus Investment Partners’ Joe Terranova give their instant analysis. Plus, top chips analyst Stacy Rasgon weighs in on Texas Instruments’ results and gives his broad take on the sector. And, Short Hills Capital’s Steve Weiss explains how he is positioning his portfolio this earnings season.
Jul 26, 2022
Stocks Sink On Walmart's Woes, Housing Horror & Getting Chippy 7/26/22
00:42:51
The Dow & S&P 500 falling for the 2nd time in three days after Walmart cut its earnings forecast because inflation is forcing shoppers to cut back on discretionary items. Former Toys R US CEO Gerald Storch says this is the latest sign inflation will continue to weigh on consumer spending. Stifel's Mark Astrachan reveals where he sees opportunities in the retail industry. Evercore ISI's Mark Mahaney discusses how investors should trade Alphabet ahead of its earnings. Glenn Kelman, the CEO of real estate brokerage Redfin, reacts to the larger than expected decline in new home sales and says the housing market will continue to cool. And Medtronic CEO Geoff Martha discusses why passing the Chips Act in the Senate is so important for the future of the medical device industry.
Jul 26, 2022
Closing Bell Overtime: The Countdown to Big Tech 7/25/22
00:44:17
Big tech earnings kick off tomorrow… but what could it mean for the broad market? Avery Sheffield of Vantage Rock gives her forecast. Plus, Walmart cut it guidance and it sent the stock free-falling in Overtime. Instant analysis to that big move – and what it could mean for the rest of retail. And, the Fed in focus ahead of this week’s crucial decision. Nancy Davis of Quadratics breaks down how she is trading the volatility.
Jul 25, 2022
Bear Market Bounce, Shorting Mega Cap Tech & Credit Market Tea Leaves 7/25/22
00:42:26
Stocks trading in a narrow range ahead of a big week for tech earnings. SVB Private's Shannon Saccocia discusses why she thinks Apple's results could be the most important for the market. Satori Fund Founder Dan Niles says he added to his short positions in mega cap tech stocks following last week's big rally. But he reveals the one tech stock he is buying right now. CFRA's Sam Stovall says he thinks the recent market rally is just a bear market bounce. Goldman Sachs' Jonny Fine discusses what bullish signals in the corporate bond market means for stocks. And Atlas Merchant Capital CEO Bob Diamond explains why he thinks the Fed needs to go big with its rate hike this week to fight inflation.
Jul 25, 2022
Closing Bell Overtime 7/22/22
00:44:10
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.
Jul 22, 2022
Market bottom, Focus on the Fed & FTX's CEO on crypto regulation 7/22/22
00:42:55
Stocks slipping after Snap's disappointing earnings weighed on tech stocks, but the major averages still posted solid gains for the week. BD8 Capital CEO Barbara Doran and Ironsides Macroeconomics Founder Barry Knapp both think the market has hit a bottom, but RBC Capital Markets' Lori Calvasina reveals why she just cut her year end price target on the S&P 500. Former Fed Vice Chairman Roger Ferguson explains why he expects the Fed to raise interest rates by 75 basis points next week and the impact that will have on inflation and the economy. And FTX CEO Sam Bankman-Fried discusses whether the recent cryptocurrency comeback can last and why he sees regulation ramping up. Plus, he weighs in on the first ever crypto insider trading case.
Jul 22, 2022
Closing Bell Overtime 7/21/22
00:44:21
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.
Jul 21, 2022
Closing Bell: Nasdaq powers another rally, ECB’s milestone hike, First crypto insider trading case 7/21/22
00:43:08
The Nasdaq drove another solid rally on Wall Street, with stocks closing near the best levels of the session. The pop came even as the European Central Bank raised rates for the first time in more than a decade. Former Fed governor Randy Kroszner joins to weigh in on what that move could signal about the Fed’s next policy decision, and how it impacts investors. Plus, MKM analyst Rohit Kulkarni discusses tech earnings and makes the bull case for Snapchat. And Akin Gump partner Ian McGinley breaks down the ramifications of the country’s first crypto insider trading case.
Jul 21, 2022
Closing Bell Overtime 7/20/22
00:44:15
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.
Jul 20, 2022
Closing Bell: Stocks build on rally, Micron CEO & Commerce Secretary on CHIPS funding 7/20/22
00:43:09
Stocks built on strong gains for the week, with the Nasdaq leading the charge once again. Tom Lee from Fundstrat and Alli McCartney from UBS debate if you should trust this comeback rally. Plus, the CEO of Micron and Commerce Secretary Gina Raimondo join to discuss the push for government funding for the semiconductor industry.
Jul 20, 2022
Closing Bell Overtime 7/19/22
00:44:24
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.
Jul 19, 2022
Closing Bell: Major gains for major averages, three CEOs talk earnings 7/19/22
00:42:44
The major averages saw big gains, with the Nasdaq leading the pack, climbing more than 3%. Part of that strength was driven by earnings, and the CEOs of three big-name companies joined to break down their quarters. Citizens Financial Group chief Bruce Van Saun talks about the consumer and the broader economic landscape. The CEO of Novartis discusses his drug pipeline and strength in the generics business. And the head of Hasbro weighs in on toy demand, the supply chain, and why Dungeons and Dragons is helping drive upside.
Jul 19, 2022
Closing Bell Overtime 7/18/22
00:44:27
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.
Jul 18, 2022
Closing Bell: Stocks give up rally, Bank of America CEO on earnings, What to watch from Netflix 7/18/22
00:42:56
Stocks gave up an early rally, closing lower for the day, following a report on Apple warning about slower hiring and spending for some teams. Katie Stockton from Fairlead Strategies breaks down the key levels to watch on the S&P 500 following the reversal. Meantime Bank of America’s CEO Brian Moynihan joins to break down his company’s earnings report, and whether or not he sees any signs of a recession on the horizon. And analyst Michael Nathanson discusses the key things to watch when Netflix kicks off FANG earnings on Tuesday.
Jul 18, 2022
Closing Bell Overtime: Breaking Down the Big Rally 7/15/22
00:43:25
Stocks rallied to end the week. But what could lie ahead with a slew of big earnings slated for next week? Fundstrat’s Tom Lee gives his take. Plus, we’re breaking down all the key themes to watch ahead of those big tech results – including the likes of Netflix. And, market expert Mike Santoli’s Last Word on a volatile week for stocks.
Jul 15, 2022
Closing Bell: Stocks surge to end the week, Wells Fargo CFO on earnings, Solar CEO on Manchin comments 7/15/22
00:43:05
Stocks surged to end the week on the back of strong retail data and a jump for the banks. Wells Fargo CFO Mike Santomassimo joins to discuss his firm’s quarter and if he sees a recession in the cards. Solar stocks sat out the rally after Sen. Manchin reportedly poured cold water on new climate change funding. The CEO of Sunnova weighs in on what that means for his sector. And market experts Barbara Doran and Bob Doll discuss the outlook for stocks as earnings season kicks into high gear.
Jul 15, 2022
Closing Bell Overtime: Earnings & Fed Fears Mount 7/14/22
00:43:36
Could today’s lackluster earnings be an ugly preview of what is to come in the next few weeks? That and Fed fears could rattle the markets in a big way. Greg Branch of Veritas Financial Group gives his market outlook. Plus, some “battle-tested” tech plays. Hari Ramanan of Neuberger Berman is naming some top names for your portfolio. And, Alger’s Ankur Crawford explains where she’s seeing opportunity in growth stocks.
Jul 14, 2022
Closing Bell: Banks disappoint, Short target strikes back, Affirm CEO on consumer health 7/14/22
00:42:45
Stocks closed well off their lows after an initial plunge sparked by disappointing earnings from JPMorgan and Morgan Stanley. Hennessy Funds’ David Ellison breaks down those results and the read-through for the rest of earnings season. Affirm founder Max Levchin discusses the state of the consumer and the buy-now, pay-later model after rival Klarna took a major valuation haircut. And the CEO of Hannon Armstrong – the target of a short seller call from Muddy Waters – joins with his response to the report.
Jul 14, 2022
Closing Bell Overtime: New Reality of 100 Basis Point Hike? 7/13/22
00:43:41
Could the Fed actually hike interest rates by 100 basis points in just a few weeks? Former Dallas Fed President Richard Fisher gives his prediction and what it could mean for the economy. Plus, NewEdge Wealth’s Cameron Dawson says we could see another 10% drop before things start to get better. She makes her case. And, Kristen Bitterly of Citi Global Wealth breaks down the top defensive plays to make in this current environment.
Jul 13, 2022
Closing Bell: Hot inflation print sends stocks on wild ride 07/13/22
00:43:04
Stocks closed mostly lower – but off their worst levels – after another red hot inflation print showed prices rose by more than 9% in June – the biggest jump in 40 years. Deputy Treasury Secretary Wally Adeyemo weighs in with the White House plan to combat higher energy costs. Meantime Netflix popped on news of a partnership with Microsoft for its ad-supported subscription tier. Analyst Mark Mahaney discusses the prospects for the stock, and the outlook for tech more broadly ahead of earnings. And Chevron CEO Mike Wirth tells Sara whether or not he thinks oil prices are heading for a renewed surge.
Jul 13, 2022
Closing Bell Overtime: Judgment Time for Stocks 7/12/22
00:44:08
The all-important CPI report drops in the morning just as earnings season is kicking into high gear. So, what should investors do? We ask Trivariate’s Adam Parker. Speaking of earnings, the big banks are among the first set to report. Top analyst Mike Mayo of Wells Fargo Securities breaks down what to watch. And, VC heavyweight Lo Toney weighs in on some top tech plays for your portfolio.
Jul 12, 2022
Closing Bell: Major averages pull back, Carson Block’s new short idea 7/12/22
00:42:37
The major averages fell in another choppy day on Wall Street, losing momentum in the final hour of trading, with the tech-heavy Nasdaq seeing the sharpest pullback. Eric Jackson from EMJ Capital makes the case for owning some growth tech names, and lists his favorites. Investor Carson Block joins to outline his new ESG-focused short idea. And Lightspeed partner Bejul Somaia discusses the state of the VC industry amid news a big down-round from fintech company Klarna.
Jul 12, 2022
Closing Bell Overtime: Big Test for Investors Ahead 7/11/22
00:44:26
Earnings and a key read on inflation on deck – and investors are weighing the big risks. Payne Capital’s Courtney Garcia breaks down what she is watching. Plus, Cowen reiterated its buy on Apple – adding that it could climb more than 40% over the next year. The analyst behind that call makes his case. And, Twitter just sent a letter to Elon Musk’s attorneys. Big Technology Founder Alex Kantrowitz gives his instant reaction.
Jul 11, 2022
Closing Bell: Stocks fall to start week, Twitter tumbles, Kanye’s retail ambitions 7/11/22
00:42:34
Stocks fell to kick off a new trading week, with the Nasdaq losing more than 2%. Tony Dwyer from Canaccord shares his latest thinking on the market, and whether a sustainable bottom has been reached. Jefferies technology sector specialist Jared Weisfeld talks about the big drop for Twitter’s stock following news that Elon Musk is seeking to back out of the deal. Meantime the dollar’s rally rolled on, with the currency nearly reaching parity with the euro. Bruce Richards from Marathon Asset Management discusses the market implications of a stronger dollar. And Sara breaks down the news that Kanye West is looking to potentially expand his retail empire.
Jul 11, 2022
Closing Bell Overtime: The All-Clear or Time to Hunker Down? 7/8/22
00:43:38
Is the worst over for investors or is more pain ahead? Solus Alternative Asset Management’s Dan Greenhaus gives his opinion. Plus, Professor Jeremy Siegel says today’s red-hot payrolls report is actually weaker than it looks. Why – and how it could impact your portfolio. And, market expert Mike Santoli’s “Last Word” with a look at what he’s expecting for stocks in the week ahead.
Jul 08, 2022
Closing Bell: Rollercoaster Ride, Jobs Jolt & Crypto Bull 7/8/22
00:42:39
Stocks struggling for direction following the stronger than expected June jobs report. Moody's Analytics Mark Zandi says the strong jobs growth signals a good chance of avoiding an economic downturn, but Fmr. IMF Chief Economist Ken Rogoff believes the odds of a significant recession remain high. Fmr. Fed Vice Chair Roger Ferguson says the jobs report and jump in wage growth ensures the Federal Reserve will raise interest rates by 75 basis points at its next meeting. Sequoia Capital's Pat Grady explains how the current market volatility is impacting venture capital deals and why he is so bullish on cryptocurrencies despite their recent collapse. And Telsey Advisory's Dana Telsey Levi's will remain a strong performer following its better than expected earnings. She reveals the other retail names she likes in the face of rising consumer spending concerns.
Jul 08, 2022
Closing Bell Overtime: Weighing the Win Streak’s Staying Power 7/7/22
00:49:56
The S&P 500 posting its longest winning streak since March – but does it have staying power? Virtus Investment Partners’ Joe Terranova gives his take. Plus, top technician Fundstrat’s Mark Newton is breaking down 3 “buyable” charts. And, Elon Musk’s Twitter bid is in peril. An all-star panel of experts dig in on what it means for the future of the company… and the stock.
Jul 07, 2022
Closing Bell: 4-Day Win Streak, Oil Rebounds & Inflation Peaking? 7/7/22
00:42:55
Stocks rallying again on Wall Street with the S&P 500 ending in the green for the 4th straight day. That's the longest winning streak of the year for the benchmark index. However, Wells Fargo's Paul Christopher recommends staying defensive despite the recent rally, but believes investors should be long-term buyers of tech stocks. World Bank President David Malpass says the U.S. may be able to avoid a recession and inflation may have peaked. NatWest Markets' Michelle Girard explains why she thinks tomorrow's June jobs report will come in stronger than expected and what that means for the economy. And Oil rebounding from this week's sharp losses. Hayman Capital Management Founder Kyle Bass correctly predicted this year's oil rally and thinks investors should still be buying oil on any dips.
Jul 07, 2022
Closing Bell Overtime: The Market’s Big Shrug 7/6/22
00:43:09
Stocks posted modest gains with the Fed reiterating it will do whatever it takes to bring down inflation. Ritholtz Wealth Management’s Josh Brown and Sofi’s Liz Young give their market takes. Plus, Jeff DeGraaf of Renaissance Macro Research breaks down the charts with the best – and worst – bets for your portfolio. And, according to The Wall Street Journal, only 2% of actively managed U.S. stock funds are positive over the last year. One of those top fund managers – Mike Morey of Viking Fund Management – explains his strategy.
Jul 06, 2022
Closing Bell: Stocks Storm Back, Crypto Collapse & Cash Is King 7/6/22
00:42:34
Stocks staging a late-day rally to end in the green after the Federal Reserve reaffirmed its commitment to fighting inflation through interest rate increases. Evercore ISI's Julian Emanuel says he thinks the broader market can rally into the end of the year, but UBS Private Wealth Management's Alli McCartney says investors should remain cautious with so much economic uncertainty right now. However, JPMorgan Asset Management's Oksana Aronov says cash is king in this environment. And Tusk Ventures CEO Bradley Tusk, who was an early investor in Coinbase, discusses the outlook for bitcoin and whether more crypto related companies will fail because of the ongoing crytpocurrency collapse.
Jul 06, 2022
Closing Bell Overtime: Tech-Led Turnaround 7/5/22
00:43:48
Stocks finished the session well off the lows of the day, with the Nasdaq ending the day solidly in the green. Schwab’s Liz Ann Sonders gives her take on the big market swings. Plus, Deutsche Bank out with a bullish call on Tesla despite weak delivery numbers. The analyst behind that call makes his case. And, Yardeni Research President Ed Yardeni is revising his recession forecast. He explains why and what it could mean for your money.
Jul 05, 2022
Closing Bell: Dramatic Reversal, Oil Slides & Emerging Opportunity 7/5/22
00:42:55
Stocks staging a late day comeback after the Dow fell 742 points earlier in the session on recession fears. Tech stocks leading the rebound amid a drop in bond yields. Leuthold's Jim Paulsen discusses why he is turning bullish on tech and growth stocks, but Richard Bernstein Advisors' Richard Bernstein says investors should be defensive right now because rising interest rates and decelerating profits are historically a bad combination for stocks. Ariel Head of Investment Group Charlie Bobrinskoy reveals why he thinks the banks are attractive despite falling treasury yields. Oil plunging below $100 a barrel on economic concerns. RBC Capital Markets Head of Global Commodity Strategy Helima Croft says the fundamental backdrop behind oil remains bullish. Rockefeller International Chairman Ruchir Sharma explains why he is so bullish on emerging markets in the second half of the year.
Jul 05, 2022
Closing Bell Overtime: Double down on defense? 7/1/22
00:43:40
Stocks ending the day in the green, but investors are still debating if it’s time to take on a defensive posture as we head into the second half of the year. Our all-star panel gives their market take. Plus, Fundstrat’s Tom Lee weighs in on Voyager’s move to freeze customer assets. And, Ally’s Lindsey Bell explains why she thinks a bottom could be sooner than most think.
Jul 01, 2022
Closing Bell: Market Comeback, Micron's Mess & Link's Top Pick 7/1/22
00:43:29
Stocks storming back after early session losses following the worst first half of the year since 1970. Bespoke's Paul Hickey warns the Fed's aggressive rate hikes into a slowing economy is a bad recipe for investors. Bank of America Securities' Vivek Arya discusses his downgrade of chipmaker Micron following the company's weak Q4 guidance and what it means for the rest of the semiconductor stocks. Wells Fargo Investment Institute Sr. Global Market Strategist Scott Wren says investors should be buying long-term exposure to tech stocks on any pullbacks. Hightower Chief Investment Strategist Stephanie Link says Meta is her top pick for the second half because of its compelling risk/reward scenario. And Former Ford CEO Mark Fields explains why a recession will not hurt the automakers as badly as past economic downturns.
Jul 01, 2022
Closing Bell Overtime: Second-half Tug of War 06/30/22
00:43:47
A big tug-of-war is playing out in the market between inflation shock fading and growth fears rising. Eric Jackson of EMJ tells us which he thinks will win. Plus, a potentially crucial deal in the crypto space. We break down the details and what’s at stake. And, Bank of America Securities’ Francisco Blanch tells us the top commodity plays for your portfolio.
Jun 30, 2022
Closing Bell: Ugly First Half Of The Year, Tech Technicals & CEOs Of Pepsi & HP On Recession Risks 6/30/22
00:43:00
Stocks slumping as the market closes out the worst first half of the year in more than 50 years. Allianz Chief Economic Advisor Mohamed El-Erian says the market has not fully priced in the Federal Reserve's aggressive interest rate hikes into a slowing economy. Wharton Finance Professor Jeremy Siegel explains why he thinks the economy is already in a recession, but does not think it will be a severe one. HP CEO Enrique Lores & Pepsi CEO Ramon Laguarta discuss how recession fears are impacting consumer spending and their businesses. Fairlead Strategies Founder Katie Stockton looks at whether the recent rally in mega cap tech stocks is more than an oversold bounce. And BD8 Capital CEO Barbara Doran says she sees opportunities to buy stocks in the consumer and tech sectors.
Jun 30, 2022
Closing Bell Overtime: The Waiting Game 06/29/22
00:44:06
Investors anxiously awaiting key inflation data due out tomorrow before the bell. Josh Brown of Ritholtz Wealth Management breaks down what’s at stake for the markets. Plus, Charles Schwab’s Liz Ann Sonders explains her second half playbook. And, Kevin Simpson of Capital Wealth Planning is getting bullish on the retail space. He makes his case and the individual names he is banking on.
Jun 29, 2022
Closing Bell: Choppy Trading Day, Chips Dip & Wells Fargo's CEO On Housing 06/29/22
00:42:45
It was another volatile day on Wall Street as the market winds down the worst first half of the year since 1970. BNY Mellon Wealth management's Alicia Levine says a market bottom is not yet in sight and reveals what she wants to see before buying again. JPMorgan Chief U.S. Economist Michael Feroli on how tomorrow's key inflation data could impact the market and the Fed. Wells Fargo CEO Charles Scharf sat down for a rare conversation from the Aspen Ideas Festival and discussed whether the U.S. is heading in to a recession and how rising interest rates are impacting his company's big mortgage business. RiskReversal's Dan Nathan discusses whether beaten down semiconductor stocks are starting to look attractive. And Senator Rob Portman discusses when the Senate will finally move to fund the bipartisan Chips Act, which will help semiconductor companies build new plants in the U.S.
Jun 29, 2022
Closing Bell Overtime: Scott Minerd’s Market Strategy 06/28/22
00:44:07
Stocks sinking to end the day, with the Nasdaq falling nearly 3%. Scott Minerd of Guggenhiem Partners gives his market take – and some insight on the SPAC space. Plus, Calixto’s Eduardo Costa weighs in on the big slide in tech today. And, market expert Mike Santoli’s “Last Word” on Minerd’s stance on the Fed.
Jun 28, 2022
Closing Bell: Stocks Sink, Nike's Warning & Intel's CEO On Semiconductors Slumping 6/28/22
00:42:41
Stock selling off on Wall Street following disappointing consumer confidence data. Satori Fund Founder Dan Niles says Nike's weak revenue guidance is a warning for investors and discusses why he sees more downside ahead for the market. Intel CEO Pat Gelsinger on today's tech sell off and whether inflation and recession fears are leading to a slowdown in semiconductor sales. Fmr. Treasury Secretary Jack Lew on whether he thinks the economy will avoid a recession. And Piper Sandler's Jeff Harte on whether investors should be buying beaten down bank stocks in this rising interest rate environment.
Jun 28, 2022
Closing Bell Overtime: Bear Bounce or Real Bottom? 06/27/22
00:44:23
Stocks took a breather today after last week’s rally. So, is the market finally showing real signs of stabilizing? PIMCO’s Erin Browne gives her take. Plus, Nike reporting a beat across the board. CNBC’s Sara Eisen and Brian Nagel of Oppenheimer give instant color and analysis. And, Ed Yardeni says the relief rally is here to stay. He gives his expert take on the markets.
Jun 27, 2022
Closing Bell: Stocks Swing, IBM's CEO On Tech spending & Taking Aim At A Deal For Robinhood 6/27/22
00:43:01
It was a volatile day on Wall Street as stocks finish in the red following last week's big gains. Citi Chief U.S. Equity Strategist Scott Chronert explains why he just cut his year end price target on the S&P 500 and why he sees more volatility ahead. IBM CEO Arvind Krishna reveals whether inflation and economic concerns are impacting tech enterprise spending. Mizuho's Dan Dolev reacts to reports that crypto exchange FTX could be eyeing a deal for Robinhood. And Bernstein's Toni Sacconaghi says he sees upside to Apple TV+ and discusses what that means for Apple's stock.
Jun 27, 2022
Closing Bell Overtime: Signaling a Bottom? 06/24/22
00:44:10
Stocks saw major gains to end the week with the Nasdaq jumping more than 3% -- so does this bounce signal a bottom is in for the market or is there more pain ahead? iCapital’s Anastasia Amoroso breaks down her strategy. Plus, Oakmark’s Bill Nygren reveals where he is finding value in this market. And, Mark Newton from Fundstrat says the recent sell-off in commodities could be coming to an end. He breaks down the charts to explain why.
Jun 24, 2022
Closing Bell: Strong Rally to End the Week, Amalgamated Bank CEO on Supreme Court Decision, Carnival CEO on Earnings 06/24/22
00:43:33
Stocks staged a strong rally to cap off a solid week of gains on Wall Street. Market experts JoAnne Feeney, Brian Jacobsen, and Dan Nathan weigh in on the pop, and if it’s the start of a broader summer rally. Meantime shares of Carnival surged despite largely missing earnings estimates. CEO Arnold Donald joins to discuss Wall Street’s reaction and the headwinds that remain for his industry. And the CEO of Amalgamated Bank breaks down her company’s decision to cover travel expenses for employees seeking reproductive health care, following the Supreme Court’s decision to overturn Roe v. Wade.
Jun 24, 2022
Closing Bell Overtime: The Market’s Big Pivot 06/23/22
00:44:17
Investors have shifted their focus away from inflation panic to growth fears. Stocks saw gains in today’s session but Avery Sheffield of Vantage Rock at Rockefeller Capital Management still isn’t calling for an all-clear from the sell-off. She explains why. Plus, the Fed released the results of its annual stress test. David Ellison of Hennessy Funds and Hightower’s Stephanie Link give instant analysis. And, Intel issued a big warning and said its new Ohio factory could be delayed if Congress doesn’t move quickly on a key piece of legislation. Top chip analyst at Bernstein’s Stacy Rasgon breaks down the big money implications.
Jun 23, 2022
Closing Bell: Stocks Stage Late Rally, Cliff Asness on Private Equity, Chip Funding in Focus 6/23/22
00:43:09
Stocks popped in the final hour of trading, adding to solid gains on the week. Bespoke’s Paul Hickey and DoubleLine’s Jeff Sherman discuss the moves in equities and bonds. Meantime Intel warned it’s big Ohio chip factory could be delayed as Congress drags its feet on funding. PIMCO’s Libby Cantrill weighs in on the holdup. And AQR’s Cliff Asness shares his choice words for the Private Equity business in a rare interview.
Jun 23, 2022
Closing Bell Overtime: The Hard Reality of a Soft Landing 06/22/22
00:44:29
Following yesterday’s rally, today’s action has many investors wondering if the market is finally showing signs of stabilizing. Ritholtz Wealth Management’s Josh Brown weighs in. Plus, shares of Altria got smoked today on reports that the FDA could be cracking down on Juul e-cigarettes in a big way. Top-ranked analyst at Cowen – Vivien Azer – breaks down the big money implications. And, the Fed’s bank stress test will be front and center tomorrow after the bell. Leslie Picker gives a rundown of what to watch.
Jun 22, 2022
Closing Bell: Stocks all over the map, Rare interview with Cliff Asness 6/22/22
00:43:07
The major averages closed just below the flat line after an up-and-down session, with commentary from Fed Chair Powell and a pullback in oil prices driving the action. Hightower’s Stephanie Link joins with her latest investment thoughts. Plus, Sara sits down for a rare and exclusive interview with AQR Capital Management’s Cliff Asness, who is vastly outperforming the market this year, for an inside look at the places where he’s finding value. And the CEO of snacking giant Mondelez discusses his company’s nearly $3B deal in the energy bar space.
Jun 22, 2022
Closing Bell Overtime: Trust the Rally? 06/21/22
00:44:18
Stocks started the shortened trading week in the green but heightened fears of a recession is still casting doubt over whether this rally can really be trusted. Trivariate’s Adam Parker gives his take. Plus, Requisite Capital’s Bryn Talkington breaks down the crypto chaos. And, our most valuable pick. Bank of America is bullish on a beaten down software name that’s lost more than 50% this year. The analyst behind that call makes his case.
Jun 21, 2022
Closing Bell: Stocks rally, Danny Meyer on consumer spending, Kellogg splits 6/21/22
00:42:59
Stocks rallied to kick off a shortened trading week, following the worst week for the major averages since 2020. Tony Dwyer from Canaccord and Charlie Bobrinskoy from Ariel discuss if they think the bounce is sustainable. Meantime famed restaurateur Danny Meyer shares his thoughts on the summer spending environment, and what he’s seeing right now from consumers at his restaurants. And Sara breaks down the decision by Kellogg to split into three separate companies – and what it could mean for shareholders.
Jun 21, 2022
Closing Bell Overtime: The Relentless Reset 06/17/22
00:44:02
It was a wild week for stocks on Wall Street … so what could be in store for markets and your money over the next few weeks? Cerity Partners’ Jim Lebenthal gives his forecast and where he stands on big recession fears. Plus, energy was the big loser for the week. Dan Greenhaus of Solus has been bullish on the energy sector – we find out where he stands now. And, Mike Santoli’s “Last Word”. His expert take on the big market rout and what he’s watching as we head into a fresh trading week.
Jun 17, 2022
Closing Bell 6/17/22
00:42:51
From the open to the close, "Closing Bell" has you covered. From what’s driving market moves to how investors are reacting, Closing Bell guides listeners through each trading session and brings to you some of the biggest names in business.
Jun 17, 2022
Closing Bell Overtime: Navigating the Big Downturn 06/16/22
00:44:24
Stocks dropped in today’s session, with the Nasdaq closing down more than 4%. Wharton School Professor Jeremy Siegel gives instant reaction to the brutal trading day. Plus, Morgan Stanley’s Chris Toomey breaks down where he is seeing opportunity in the market. And, Mike Santoli’s “Last Word” with his expert take on the big market slide.
Jun 16, 2022
Closing Bell: Market Meltdown and Kroger's CEO On Inflation 6/16/22
00:59:55
Stocks plunging and pushing the Dow below the 30,000 level on increasing fears the Federal Reserve's aggressive rate hikes will spark a recession. Cantor Fitzgerald's Eric Johnston says the Fed is getting aggressive too late and warns the market is not yet pricing in a recession. Bridgewater's Karen Karniol-Tambour reveals whether investors should be buying bonds and commodities to diversify away from stocks. Medley Advisors' Ben Emons says investors should raise their allocation to cash and companies with stable cash flows. And Kroger Chairman & CEO Rodney McMullen on how inflation is impacting consumer spending and whether the grocery chain owner is able to pass higher costs on to customers.
Jun 16, 2022
Closing Bell Overtime: Historic Fed Decision 06/15/22
00:47:16
DoubleLine’s Jeffrey Gundlach gives his exclusive, first take on the Fed’s decision to raise rates by 75 basis points. Plus, Sofi’s Liz Young with her take on what’s at stake for stocks moving forward. And, Mike Santoli’s “Last Word” on the Fed.
Jun 15, 2022
Closing Bell: Historic Fed Rate Hike Fuels Stock Rally 06/15/22
00:29:36
Stocks rallying after the Federal Reserve hiked interest rates by 75 basis points, which is the largest rate hike since 1994. Fed Chairman Jay Powell says a similar rate hike could be on the table for the central bank's next meeting as it tries to ease inflation. Former National Economic Council Director Gary Cohn says the Fed left open the possibility that it could get even more aggressive in future meetings and explains why he is more of a buyer than a seller in this market. Jefferies Chief Market Strategist David Zervos agrees and is no longer bearish over the short term. But Morgan Stanley Chief U.S. Equity Strategist Mike Wilson says he is fading the rally and reveals his top defensive plays.
Jun 15, 2022
Closing Bell Overtime: Countdown to the Fed 06/14/22
00:44:24
We’re less than 24 hours away from the Fed meeting and investors are anxiously waiting to see what Fed Chair Powell’s next move will be. Trivariate’s Adam Parker and Virtus’ Joe Terranova break down what they’re betting on ahead of the meeting. Plus, Eric Jackson of EMJ Capital digs in on the meltdown in high-growth stocks. And, Osterweis’ Larry Cordisco tells us where he is finding opportunity amid the downturn in big cap tech.
Jun 14, 2022
Closing Bell: Stocks Seesaw, All Eyes On The Fed and Crypto Winter 6/14/22
00:43:00
It was a wild ride on Wall Street. Stocks rallying at the open before sinking sharply into the red and then staging a comeback late in the session as investors remain on edge ahead of tomorrow's Fed decision. Goldman Sachs Chief Economist Jan Hatzius on growing expectations the Federal Reserve will raise interest rates by 75 basis points tomorrow and the impact that will have on inflation and the economy. But Fmr. Kansas City Fed President Thomas Hoenig explains why he still thinks the Fed will only raise interest rates by 50 basis points and cautions 75 basis points would be a mistake. Mizuho's Dan Dolev reacts to Coinbase's CEO announcing layoffs and warning of a "crypto winter" ahead. And Jefferies Healthcare & Biotech Analyst Michael Yee on the FDA panel deciding whether to recommend Moderna's Covid vaccine for children ages 6 to 17.
Jun 14, 2022
Closing Bell Overtime: Fed Weighing Rate Hike, Risk of Recession, & A Rally That Might Be On The Horizon 06/13/22
00:46:12
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.
Jun 13, 2022
Closing Bell: Back Into Bear Market, Focus On The Fed & Crypto Crushed 6/13/22
00:49:26
Stocks selling off and pushing the S&P 500 back into bear market territory as investors brace for the Federal Reserve's decision on interest rates this week. Jefferies economist Thomas Simons explains why he thinks the Fed will raise rates by 75 basis points this week to help combat runaway inflation and whether these aggressive rate hikes could spark a recession. But Atlas Merchant Capital CEO Bob Diamond doesn't think that's aggressive enough and says the Fed should raise rates by 100 basis points. Citi U.S. Equity Strategist Scott Chronert says investors should be buying health care stocks as a defensive trade amid this market volatility. UBS Private Wealth management’s Alli McCartney reveals why she thinks the market could remain volatile for a long time. And Bitfury CEO Brian Brooks reacts to Bitcoin’s plunge and whether crypto lending company Celsius pausing customer withdrawals is a warning sign for investors.
Jun 13, 2022
Closing Bell Overtime: Trading the Volatility 06/10/22
00:46:12
Stocks closing deep in the red to finish the week, with the Dow ending the day down nearly 900 points. Fundstrat’s Tom Lee has previously said inflation had peaked and was betting on a big bounce for the markets… he gives us his fresh take following today’s ugly close. Plus, Pomp Investments’ Anthony Pompliano weighs in on inflation and if bitcoin could be a big hedge. And market expert Mike Santoli’s crucial “Last Word” to wrap up the week.
Jun 10, 2022
Closing Bell: Inflation Sparks a Sell-Off, Gaming Out the Fed 06/10/22
00:53:24
Another red-hot inflation print sent the major averages sharply lower in Friday trading. Market experts Barry Knapp, Tony Crescenzi and Rebecca Patterson break down what they’re watching in the selloff, and expectations for the market going forward. Former Fed vice chair Roger Ferguson discusses the implications for next week’s Fed decision. And Barclays economist Jonathan Millar lays out why he now expects an above-consensus rate hike from the central bank.
Jun 10, 2022
Closing Bell Overtime: Inflation Stock Shock Ahead? 06/09/22
00:44:27
Investors are bracing for tomorrow’s all-important CPI number and it could spell further trouble for markets. Trivariate’s Adam Parker gives his prediction. Meantime, JP Morgan Asset Management’s Gabriela Santos is forecasting sunnier skies ahead for markets. She makes her case. Plus, Mike Santoli breaks down the key S&P levels he is watching ahead of tomorrow’s crucial data.
Jun 09, 2022
Closing Bell: Late-Session Selloff, Tech Shopping List, The Mood from the C-Suite 6/9/22
00:46:26
Stocks tanked in the final hour of trading, closing near the lows, with the Dow giving up more than 600 points. Ben Emons from Medley Global Advisors explains why the S&P 500 could see another sizeable correction. Portfolio manager Kevin Landis shares his tech shopping list, with under-the-radar names to ride out the volatility. MKM’s Rohit Kulkarni breaks down the pressure on Facebook parent Meta, whose ticker symbol change officially took effect. And Yale’s Jeffrey Sonnenfeld discusses the mood from corporate executives, and whether or not CEOs are expecting a recession in America.
Jun 09, 2022
Closing Bell Overtime: Big Risks Mounting 06/08/22
00:44:25
Falling earnings and rising fuel prices weighing on stocks … but can the market manage to brush off the big risks in the long run? Dan Greenhaus of Solus Alternative Asset Management gives his forecast. Plus, Fundstrat’s Tom Lee makes the case for a soft landing and why that scenario is looking more likely. And Mike’s Santoli’s Last Word on some big market “pain points.”
Jun 08, 2022
Closing Bell: Stocks pull back, Campbell CEO on inflation, Zelenskyy’s message for CEOs 6/8/22
00:42:54
The major averages pulled back Wednesday, giving back a chunk of their gains for the week ahead of key inflation data on Friday. Holly Newman Kroft from Neuberger Berman and Scott Wren from Wells Fargo Investment Institute discuss the risks and opportunities of investing in this market. Meantime Campbell Soup added to gains on the year following strong earnings. CEO Mark Clouse breaks down how his company has managed to navigate inflation and supply chain headwinds. And Sara asks Ukraine’s president Zelenskyy what his message is for corporate leaders regarding the war with Russia.
Jun 08, 2022
Closing Bell Overtime: Shaking off the bad news 06/07/22
00:44:20
Stocks have somehow managed to remain resilient in the face of a slew of headwinds. So, what does that say for the state of the market? BMO Capital Markets’ Brian Belski gives his take. Plus, iCapital’s Anastasia Amoroso says the odds of a “soft-ish” landing are on the rise. And, is the software space just too expensive? We debate it in today’s Halftime/Overtime with Virtus Investment Partners’ Joe Terranova.
Jun 07, 2022
Closing Bell: Stocks rally into the close, IHG CEO on hotel demand, Target’s profit warning 6/7/22
00:42:48
The major averages closed near the highs of the day – making a significant recovery from early pressure caused by Target’s profit warning. Tony Dwyer from Canaccord breaks down his call for a continued summer rally. Jefferies analyst Stephanie Wissink discusses the Target news and the read-through for the consumer and retail. Shannon Saccocia from SVB Private talks about plays in housing and energy. And the CEO of hotel giant IHG group gives his outlook for summer travel and the impact of covid testing requirements on the industry.
Jun 07, 2022
Closing Bell Overtime: Can the bear bounce continue? 6/6/22
00:44:33
Morgan Stanley’s Mike Wilson thinks this bear bounce still has some steam. But how long will it last? He makes his case. Pimco’s Erin Browne is getting bullish on tech -- she breaks down that trade. And, Mad Money Host Jim Cramer weighs in on what he calls “unsustainable rallies.”
Jun 06, 2022
Closing Bell: Stocks close well off highs, Apple WWDC highlights, Marriott CEO on travel demand 6/6/22
00:43:00
Stocks failed to hold an early rally in an up-and-down session, with the Dow giving up most of its earlier 335 point gain. Julian Emanuel from Evercore ISI and Nancy Tengler from Laffer Tengler break down how they are approaching this uncertain trading environment. Meantime Apple kicked off its Worldwide Developers Conference at its California headquarters. Wedbush’s Dan Ives and Colin Gillis from Chatham Road discuss the biggest announcements, including new software and hardware products. And the CEO of Marriott weighs in on travel demand and what he’s seeing right now from his customers.
Jun 06, 2022
Closing Bell Overtime: Facing Major Market Obstacles 06/03/22
00:44:21
It was another volatile day on Wall Street. Can stocks manage to overcome a Hawkish fed and tough talk around the state of the economy? Trivariate’s Adam Parker breaks down what he is watching as we wrap up the week. Plus, Snowflake scored an initiation at Raymond James despite a big downturn this year. The analyst behind that call makes his case. And Mike Santoli is reflecting on what we learned this week in his Last Word.
Jun 03, 2022
Closing Bell: Stocks Sink, Pockets Of Opportunity & Foot Locker’s Strategy Shift 06/03/22
00:51:35
Stocks sinking and closing lower for the week despite a stronger than expected May jobs report, which sparked new concerns about interest rate hikes. Neuberger Berman’s Joe Amato and Ariel’s Charlie Bobrinskoy discuss the sell off and whether they are buying the dip. KKR Global Head of Macro & Asset Allocation Henry McVey is cautious on the market, but he reveals where he sees pockets of buying opportunities. And Foot Locker CEO Richard Johnson discusses how inflation and supply challenges are impacting the retailer and how he plans to adjust his strategy with Nike shifting to a direct to consumer approach.
Jun 03, 2022
Closing Bell Overtime: Behind Stocks’ Recent Resiliency 06/02/22
00:44:19
Stocks continued to bounce in today’s session, despite hawkish Fed speak … but how long can the resiliency really last? Hightower’s Stephanie Link gives her expert take. Plus, instant analysis to Lululemon and Crowdstrike earnings results. And, Mike Santoli with his “Last Word” on what the market is “wishing and waiting” for ahead of tomorrow’s key jobs data.
Jun 02, 2022
Closing Bell: Stocks Storm Back, Fed's Brainard On Rate Hikes And Dollar Downer For Tech 06/02/22
00:43:44
Stocks staging a huge comeback on Wall Street. The Dow swinging 700 points to snap a 2-day losing streak, despite new concerns about rising interest rates. Fed Vice Chair Lael Brainard says it's hard to see a case for pausing rate hikes in September. Fmr. PIMCO Chief Economist Paul McCulley & Ally Chief Markets & Money Strategist Lindsey Bell discuss what that could mean for the market and the economy. Microsoft lowering its guidance because of the strong dollar. Jefferies Brent Thill reveals which other tech stocks could soon warn of currency headwinds. Guggenheim's Michael Morris explains why he slashed his price target on Netflix. And Reckitt Benckiser's Robert Cleveland discusses what his company is doing to help solve the ongoing baby formula shortage in the U.S.
Jun 02, 2022
Closing Bell Overtime 6/1/22
00:46:51
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.
Jun 01, 2022
Closing Bell: Rollercoaster Ride On Wall St., Meta C-Suite Shake Up And Solar Stocks Slump 6/1/22
00:42:55
Another wild trading day on Wall Street with the Dow swinging nearly 700 points. The market coming off the lows of the session after a Federal Reserve report showed new signs that inflation may be easing. JPMorgan Asset Management's Phil Camporeale discusses whether that's a bullish sign for investors. Citi Private Bank Global Head Ida Liu reveals where high net worth investors are putting their money. Rosenblatt's Barton Crockett reacts to Meta COO Sheryl Sandberg stepping down. And solar stocks have had a very rough year despite huge gains for the energy sector. The CEO of Sunnova discusses how tariffs and higher commodity costs are impacting the industry.
Jun 01, 2022
Closing Bell Overtime: Fate of the Rally 05/31/22
00:44:25
How long can the rally keep going? Eric Johnston from Cantor Fitzgerald explains why the backdrop for equities is “very unfavorable.” Plus, Dan Ives from Wedbush Securities gives his instant reaction and analysis to Salesforce’s earnings results. And, Michael Santoli “can’t hardly wait” for his “Last Word.”
May 31, 2022
Closing Bell: Wild May Wraps Up, CME's CEO On Market Volatility And Getting Defensive 5/31/22
00:42:33
Stocks falling on the last trading day of May, which has been a wild month of trading. CME Group Chairman & CEO Terry Duffy discusses the volatility in the stock, bond and commodity markets and what that means for his exchange's bottom line. Oil prices initially rallying, but gave back most of those gains on a report that OPEC may suspend Russia from its oil production deal. RBC Capital Markets' Helima Croft weighs in on what that will do for oil prices while Eurasia President Ian Bremmer looks at the potential geopolitical impact. And Strategas' Chris Verrone says he is skeptical about last week's rally, but reveals the one defensive stock he thinks investors should be buying.
May 31, 2022
Closing Bell Overtime: Trust the Rally on Wall Street? 05/27/22
00:44:18
Dow and S&P 500 post their best week since November 2020. Adam Parker from Trivariate Research, Shannon Saccocia from SVB Private, and Dan Greenhaus from Solus Alternative Asset Managment discuss whether or not this rally can last. Plus, the Nasdaq is up 10% since its intraday low last Friday. Can the bounce be trusted? And, Michael Santoli’s “Last Word” is “half-full.”
May 27, 2022
Closing Bell: Rally Rages On, Retail Rebound & Tech Too Cheap To Ignore? 5/27/22
00:43:17
Stocks staging a big rally ahead of the long holiday weekend. The Dow snapping an 8-week losing streak and the S&P 500 and Nasdaq ending 7-week losing streaks. Ironsides Macroeconomics Barry Knapp discusses whether the market has bottomed following a new report showing inflation is slowing, but Interactive Brokers' Steve Sosnick thinks there could be more downside. Investor Eric Jackson reveals the three tech stocks he says are too cheap to ignore. Charter Equity Research's Ed Snyder discusses whether investors should buy Apple's rebound. Energy also moving sharply higher this week. OPIS Global Head of Energy Analysis Tom Kloza discusses if there is more upside for energy prices. And Oppenheimer's Rupesh Parikh and BMO Capital's Simeon Siegel discuss the week's mixed bag for retail earnings and debate their opposing views on Ulta, which soared following its results.
May 27, 2022
Closing Bell Overtime: State of the Consumer 05/26/22
00:44:22
How much is inflation eating into retail profits? Stephanie Link from Hightower reacts to earnings reports from Ulta, Gap, and Costco. Plus, value investor Scott Black from Delphi Management says stocks might be “slightly overvalued.” And, Michael Santoli “Rates the Rally” in his “Last Word.”
May 26, 2022
Closing Bell: Plenty of green on the screen, predictions for the housing market, retail relief 5/26/22
00:42:57
The major averages added to big gains on the week, with the Nasdaq seeing the biggest jump, climbing by 2.7%. Alli McCartney from UBS and Jim Bianco from Bianco Research debate if the comeback rally can be trusted. Retail expert Dana Telsey breaks down more big moves in the space and the action in higher-end versus lower-end names. Redfin CEO Glenn Kelman weighs in on the fast-changing housing market, as rising rates drive up mortgage costs. And Chinese internet stocks got a lift on positive results from Alibaba and Baidu. Gil Luria from D.A. Davidson breaks down the opportunities and risks in those names.
May 26, 2022
Closing Bell Overtime: Moment of Truth for Tech 05/25/22
00:46:40
Twitter holds its annual shareholder meeting. Alex Kantrowitz from Big Technology and Casey Newton from Platformer highlight the key takeaways. Plus, shares of Nvidia sink in extended trading after reporting weaker-than-expected Q2 guidance. Josh Brown from Ritholtz Wealth Management and Bryn Talkington from Requisite Capital Management react to the numbers. And, Michael Santoli’s “Last Word” is “Saved by the Bond.”
May 25, 2022
Closing Bell: Stocks stage late-day rally, Ken Moelis on recession risk 05/25/22
00:43:39
Stocks finished the day broadly higher, with momentum picking up late in the session following the release of the Fed minutes before cooling a bit ahead of the close. Richard Bernstein from Richard Bernstein Advisors breaks down the inflation outlook and where he recommends putting money to work. Investment banker Ken Moelis discusses whether or not he thinks the US is heading for a recession, and what it means for the deal-making environment. And analyst Mark Mahaney breaks down the big highlights from Twitter and Meta’s investor days.
May 25, 2022
Closing Bell Overtime: Market Tug-O-War. 05/24/22
00:47:00
Dow closes positive after being down 515-points at session lows. Professor Jeremy Siegel from Wharton School weighs in on the market volatility. Plus,star venture capitalist Rick Heitzmann from First Mark Capital talks about the next shoe to drop in the social media stock sell-off. And, Michael Santoli looks at “lines in the sand” in his “Last Word.”
May 24, 2022
Closing Bell: Dow climbs back from steep losses, Snap cracks and drags on tech. 05/24/22
00:43:50
The Dow clawed back from a more than 500 point drop to close in the green, but a profit warning from Snap kept tech stocks suppressed. Analysts Michael Nathanson and Rohit Kulkarni discuss the huge drop for the social media firms and the read-through for the whole advertising market. Nancy Tengler from Laffer Tengler, Sandy Pomeroy from Neuberger Berman and Stephanie Link from Hightower open up their playbooks as the market volatility rolls on. And retail expert Gerald Storch explains why a revolution is needed in some of the country’s best-known retailers, as Abercrombie & Fitch becomes the latest name to tank on results.
May 24, 2022
Closing Bell Overtime: Believe the Bounce? 05/23/22
00:44:17
Dow and S&P 500 climb nearly 2%, but can investors trust the rally? Liz Young from SoFi weighs in. Plus, Pete Najarian joins to talk about whether it is time to buy financials or not. And, Michael Santoli’s “Last Word” is “déjà vu.”
May 23, 2022
Closing Bell: Stocks Soar, Tech Sell Off Blame Game and Game On For M&A? 5/23/22
00:42:55
Stocks staging a big rally on Wall Street as investors go bargain shopping following an 8-week losing streak. Fundstrat’s Tom Lee weighs in on today's rally and whether the market may have more room to run higher. Bank of America’s Jill Carey-Hall explains why recession risks may already be priced into small cap stocks. Tusk Ventures CEO Bradley Tusk explains why he blames venture capital firms for the terrible year tech stocks have had. And Take-Two Interactive completing its acquisition of Zynga today. CEO Strauss Zelnick discusses whether more M&A is looming in the video game industry.
May 23, 2022
Closing Bell Overtime: Jim Cramer on the market 5/20/22
00:43:42
The Dow posts its eighth-straight week of declines for the first time since 1923. Jim Cramer weighs in on the volatile week for stocks. Plus, Mark Newton from Fundstrat Global Advisors outlines key metrics to watch when looking for a market bottom. And, Dan Ives from Wedbush explains why Apple is still his top stock pick.
May 20, 2022
Closing Bell: Wild Day On Wall Street, Retail Wreck and Kohl's Activist Investor Speaks Out 5/20/22
00:53:21
Stocks storming back in the final hour of trading. The Dow was down 617 points at session lows, but ended the day in positive territory, although it did fall for the 8th straight week, the longest losing streak since the 1920s. Truist's Keith Lerner and JMP Securities' Mark Lehmann discuss whether the recent sell off is a tremendous buying opportunity for long-term investors. Doug Ostrover, the CEO of alternative asset manager Blue Owl, reveals where he sees opportunities in this volatile market. Fast Money trader Dan Nathan says he is buying the QQQ ETF to gain exposure to beaten down big tech stocks. Retail getting wrecked this week following disappointing earnings from Walmart & Target. Fmr. Macy’s CEO Terry Lundgren explains why the current retail environment is one of the hardest he has ever seen in his career. And Kohl's activist investor Jonathan Duskin reacts to the retailer's disappointing earnings and explains why he is accusing the board of withholding material information from shareholders at its recent annual meeting.
May 20, 2022
Closing Bell Overtime: Markets close to a bottom? 5/19/22
00:44:13
Are markets close to a bottom? Avery Sheffield from VantageRock weighs in. Plus, Eric Jackson from EMJ Capital says it’s time to buy some of the “Cathie Wood” growth stocks. And, Michael Santoli tracks Apple’s moves in his “Last Word.”
May 19, 2022
Closing Bell: Wild Market Swings, National Economic Council Director On Market Turmoil and Under Armour's CEO Shake-Up 5/19/22
00:43:04
It was another volatile trading session on Wall Street the day after the biggest one-day sell off since 2020. The Dow was down nearly 500 points, but cut those losses in half. National Economic Council Director Brian Deese discusses the recent market volatility and the impact inflation and recession fears are having on the economy. Cantor Fitzgerald's Eric Johnston explains why he just turned bearish on the market again after recently calling for a short term rally, but RBC Capital Markets’ Lori Calvasina says the market looks like it is trying to bottom. Shares of Under Armour plunging after unexpectedly announcing a CEO change. Founder & Executive Chairman Kevin Plank explains why the move was made and whether the consumer shift away from discretionary spending will hurt his business. And BMO Capital Markets’ Simeon Siegel on the retail stocks he thinks are buying opportunities right now.
May 19, 2022
Closing Bell Overtime: Guggenheim’s Scott Minerd on Recession Timeline 5/18/22
00:46:53
Stocks close near session lows. Scott Minerd from Guggenheim Partners explains why a recession is more likely in 2023 than 2022. Plus, Larry Cordisco from the Osterweis Growth & Income Fund makes the bullish case for tech. And, Michael Santoli takes a closer look at the day’s sell-off in his “Last Word.”
May 18, 2022
Closing Bell: Major pain for major averages 5/18/22
00:59:41
Stocks fell sharply on Wednesday, driven lower by renewed fears about the consumer after Target missed quarterly earnings results. Mohamed El-Erian from Allianz explains why the selloff represents a new phase in the market downturn. Gene Munster from Loup looks at the pain in big tech, as the Nasdaq sheds more than 4.5%. Bespoke’s Paul Hickey and CFRA’s Arun Sundaram break down the disastrous move for Target and what it says about the rest of retail. Meantime the Dow Transports index turned in its worst day in years. The CEO of transportation and logistics company CH Robinson discusses the challenges in the global supply chain.
May 18, 2022
Closing Bell Overtime: Bull case still intact? 5/17/22
00:44:03
BMO Capital Markets updates its market outlook. Brian Belski, the firm’s Chief Investment Strategist, explains why he lowered his S&P 500 year-end target. Plus, Mike Mayo from Wells Fargo Securities makes the bull case for Citigroup. And, Michael Santoli takes a closer look at “pain” for his “Last Word.”
May 17, 2022
Closing Bell: Stocks Soar, Fmr. Treasury Secretary Jack Lew On Inflation and A Tale Of Two Retailers 5/17/22
00:43:17
Stocks rallying as investors go bargain shopping following the recent sell off. Walmart one of the few members of the Dow under pressure after an earnings miss, but fellow retailer and Dow stock Home Depot reporting strong results. Evercore ISI's Greg Melich discusses whether Walmart's earnings miss is the canary in the coal mine for retail stocks and The Luethold Group's Jim Paulsen explains why he likes consumer discretionary stocks, which have been hit hard this year amid fears about inflation and a possible recession. Former Treasury Secretary Jack Lew explains why he sees some signs that inflation may be peaking and whether the Fed risks creating a recession by fighting inflation too aggressively. And Citi's Kristen Bitterly reveals why she is bullish on cybersecurity and pharmaceutical stocks.
May 17, 2022
Closing Bell Overtime: Bear Market Bounce? Exclusive with Avenue Capital’s Marc Lasry 5/16/22
00:44:04
Is a bear market bounce on the horizon? Greg Branch from Veritas Financial Group weighs in. Plus, Marc Lasry from Avenue Capital says his base case is a “recession.” And, what type of recession could potentially come? Michael Santoli takes a deep dive into that question in this “Last Word.”
May 16, 2022
Closing Bell: Rollercoaster Ride On Wall St., Recession Risk & More Twitter Drama 5/16/22
00:42:35
It was another volatile day of trading with the Dow swinging nearly 600 points. Tech stocks dragging down the Nasdaq. Wells Fargo Investment Institute's Darrell Cronk thinks we may not yet be at a market bottom and says investors should be cautious about any near-term rallies. Deutsche Bank's Peter Hooper and Rosenberg Research's David Rosenberg debate whether a recession is looming on the horizon. Elon Musk says his deal to buy Twitter is "not out of the question", but at a lower price. Wedbush's Dan Ives says there is a more than 50% chance Musk walks away from the deal. RBC Capital markets head of Global Commodity Strategy Helmia Croft warns food and energy prices could continue heading higher if the war in Ukraine drags on. And housing expert Ivy Zelman explains why she sees cracks in the foundation for the red hot housing market.
May 16, 2022
Closing Bell Overtime: Buying Opportunity 5/13/22
00:43:59
Dan Ives from Wedbush Securities explains why this is a “generational buying opportunity” for tech. Plus, will Elon Musk back out of his bid for Twitter? Casey Newton from Platformer weighs in. And, Michael Santoli searches for clues in his “Last Word.”
May 13, 2022
Closing Bell: Stocks Rally to End Ugly Week, Jim Grant on the Fed, Baby Formula Backlash 5/13/22
00:43:10
Stocks finished the day higher after a brutal week for the bulls. Doubleline’s Jeff Sherman and Crossmark’s Bob Doll break down the opportunities in the bond and equity markets. Fed watcher Jim Grant responds to chair Powell’s comments about raising rates, and whether the Fed can really engineer a soft landing. And as a nationwide baby formula shortage deepens, the CEO of newcomer ByHeart outlines what the White House can do to get more supply into the market.
May 13, 2022
Closing Bell Overtime: Where are stocks headed? Breaking news from the Fed 5/12/22
00:49:29
The Nasdaq Composite eked out gains into the close. Stephanie Link from Hightower says the playbook has changed, but opportunities remain. Plus, Anthony Scaramucci from SkyBridge Capital says despite the recent collapse in cryptocurrencies, he has not sold one crypto position. And, Joe Terranova from Virtus Investment Partners reacts to breaking news from Federal Reserve Chair Jerome Powell who says, “Executing a soft landing may be beyond our control.”
May 12, 2022
Closing Bell: Stocks Close Well Off Lows, Crypto Crumbles, The Trade on Credit Cards 5/12/22
00:43:11
Stocks staged a late-day comeback, with the Nasdaq turning positive and reversing an earlier 2% loss. David Rolfe from Wedgewood Partners makes the case for some of the beat down big tech stocks, including Apple – which just lost its crown as the world’s most valuable company. Meantime Bitcoin prices touched their lowest level since 2020. The CEO of crypto fund Polychain Capital discusses when prices could stabilize. And Wolfe Research analyst Bill Carcache explains why he just downgraded American Express, which was one of the worst performing Dow stocks in the session.
May 12, 2022
Closing Bell Overtime: May 11, 2022
00:44:10
Stocks closed near the lows of the day in another volatile session. Are investors in denial about a bear market? Josh Brown from Ritholtz Wealth Management weighs in. Plus, Tom Lee from Fundstrat Global Advisors explains why he is not wavering at all on his bullish outlook for the second half of the year. And, Michael Santoli’s “Last Word” is “Bear.”
May 11, 2022
Closing Bell: Market selloff intensifies, CEA Chair on “unacceptable” inflation 5/11/22
00:42:57
Stocks logged another losing session, with the Nasdaq shedding more than 3% and the Dow falling more than 300 points, reversing an earlier rally. Ben Emons from Medley and Peter Cecchini from Axonic look for ways to protect your portfolio. Meantime, the latest read on inflation topped estimates once again – with prices rising 8.3% versus last year. Council of Economic Advisers Chair Cecilia Rouse calls inflation “unacceptably high,” and outlines the White House plan to fight it. And ARK analyst Simon Barnett breaks down opportunities in health care, as Cathie Wood’s ETFs feel more pain in the selloff.
May 11, 2022
Closing Bell Overtime: Exclusive with Leon Cooperman 5/10/22
00:44:02
Legendary investor Leon Cooperman from Omega Family Office joins Scott Wapner in an exclusive interview. Cooperman explains why he doesn’t see evidence of a market bottom yet. He also says the high is already in for 2022.
May 10, 2022
Closing Bell: Stocks mixed after wild session, AMC CEO talks retail traders 5/10/22
00:43:13
The major averages finished mixed after another wild session on Wall Street, which saw the Dow swing by more than 800 points. Tony Dwyer from Canaccord explains why it may be safe to start dipping your toe back into the market. Joshua Friedman from Canyon Partners breaks down the trade in the credit markets. And AMC CEO Adam Aron talks about retail traders, and if they’re still enthusiastic about the stock following last year’s meme mania.
May 10, 2022
Closing Bell Overtime: What’s Driving The Sell-Off? 5/9/22
00:44:39
Major averages post 3-day losing streaks Avery Sheffield from VantageRock and Rockefeller Capital Management, Anastasia Amoroso from iCapital, and Dan Suzuki from Richard Bernstein Advisors discuss how to navigate the current environment. Plus, Jason Tauber from Neuberger Berman says despite the market volatility, there are still big opportunities in growth. And, Michael Santoli takes a look at “wrinkles in the sell-off” in his “Last Word.”
May 09, 2022
Closing Bell: Stocks keep sinking 5/9/22
00:42:25
The sell-off on Wall Street intensifying with the S&P 500 hitting a 1-year low. Neuberger Berman's Holly Newman Kroft, one of the top wealth advisors on Wall Street, explains how investors can diversify from stocks and bonds in this volatile environment. Jefferies' Brent Thill says tech investors should be sitting out the storm right now. Strategas Research Partners’ Jason Trennert on why today's energy sell off may be creating a buying opportunity. Trivariate Research’s Adam Parker explains why he's turning bearish on Utilities, which have been a relative safe haven this year. Plus, why he thinks semiconductor stocks are looking oversold. And Rockefeller International Chairman Ruchir Sharma explains why the era of investing in acronyms like FAANG may be over.
May 09, 2022
Closing Bell Overtime: David Tepper on the Fed, Navigating Market Volatility 5/6/22
00:43:50
Top hedge fund investor David Tepper from Appaloosa Management tells Scott Wapner, “Central banks have a little bit of a credibility problem.” Plus, Mike Wilson from Morgan Stanley has the bearish call of the day and explains why things will only get worse in the next couple of quarters. And, is the market approaching peak inflation? Michael Santoli dives into that question in his “Last Word.”
May 06, 2022
Closing Bell: Stocks sink & the CEOs of Under Armour & Adidas on consumer spending 5/6/22
00:42:56
Stocks selling off for a second straight day after the worst day for the major averages since 2020, although the market closed well off session lows. Ally’s Lindsey Bell explains why she's turning optimistic amid the recent sell off. Axonic’s Peter Cecchini, however, says he would be a seller into any near-term rallies. Evercore ISI’s Mark Mahaney on whether he sees value in the beaten down tech sector. JP Morgan Chief U.S. Economist Mike Feroli weighs in on the better than expected April jobs report. And Under Armour CEO Patrik Frisk and Adidas CEO Kasper Rorsted discuss how supply chain challenges and covid lockdowns in China are impacting their businesses.
May 06, 2022
Closing Bell Overtime: Stocks Plummet 5/5/22
00:46:10
Major averages plunge. The Dow fell 1,375-points at session lows. Top strategists Adam Parker from Trivariate Research, Bryn Talkington from Requisite Capital, and Rob Sechan from NewEdge Wealth break down how investors should navigate the market. Plus, Eric Johnston from Cantor Fitzgerald has accurately called the market so far this year. He explains why he sees a tactical rally in May. And, Michael Santoli’s “Last Word” is “enough.”
May 05, 2022
Closing Bell: Market Meltdown 5/5/22
01:00:00
Stocks suffering their worst day since 2020 and erasing all of Wednesday's huge gains. Tech stocks sending the Nasdaq down nearly 5%. SVB Private's Shannon Saccocia & Truist's Keith Lerner weigh in on the sell off and whether they see buying opportunities amid the carnage. PIMCO's Tony Crescenzi discusses what the surge in the 10-year treasury yield means for the market. Firsthand Fund's Kevin Landis on the tech stocks he thinks will outperform if the economy enters a recession. And Nikola CEO Mark Russell discusses the electric vehicle maker's earnings and when he thinks supply chain challenges will ease.
May 05, 2022
Closing Bell Overtime: Doubleline’s Jeffrey Gundlach reacts to Fed decision 5/4/22
00:46:06
Stocks surged to session highs after the Federal Reserve raised rates by 50 basis points and Federal Reserve Chair Jerome Powell ruled out a 75 basis point hike. Top investor Jeffrey Gundlach says, “That was all clear for the stock market to start a pretty substantial short covering rally."
May 04, 2022
Closing Bell: Stocks soar, Gary Cohn on Fed's rate hike & CVS' CEO on earnings 5/4/22
00:38:49
The Dow rallying more than 900 points after the Federal Reserve announced its biggest interest rate hike in two decades and Chairman Jay Powell ruled out even more aggressive hikes. Fmr. National Economic Council Director Gary Cohn reacts to that decision and explains why he sees value in the market right now. And CVS Health CEO Karen Lynch on her company's strong earnings and how less spending on Covid tests and vaccines could impact the business.
May 04, 2022
Closing Bell Overtime: Countdown to the Fed, Bullish Case for Banks 5/3/22
00:43:49
Are investors headed for a “head fake” rally in May? Greg Branch from Veritas Financial lays out his prediction ahead of the Fed’s pivotal meeting on Wednesday. Plus, Mike Mayo from Wells Fargo Securities outlines three reasons why he’s bullish on banks. And, Michael Santoli is “birdwatching” for his “Last Word.”
May 03, 2022
Closing Bell: 2-day win streak, Oaktree's Howard Marks on market volatility & Fmr. Bank of England Governor on risks of a recession 5/3/22
00:42:36
Stocks closing higher for a second straight day ahead of Wednesday's Federal Reserve decision on interest rates. Oaktree Capital’s Howard Marks discusses this year's wild market volatility and why he thinks the worst of the market's excesses have been corrected. Bridgewater’s Rebecca Patterson says she doesn't like stocks or bonds right now and explains what investments she finds attractive right now. Oppenheimer’s Chris Kotowski reveals the three big banks he thinks look cheap. And Former Bank of England Governor Mark Carney on whether the Fed will achieve a soft landing and avoid a recession.
May 03, 2022
Closing Bell Overtime: Rebound Ahead? 5/2/22
00:43:37
Stocks rebounded in a late-day rally and the Nasdaq Composite closed near session highs. Bearish strategist Eric Johnston from Cantor Fitzgerald explains why he just turned “tactically bullish” for the short-term. Plus, Tom Lee from Fundstrat Global Advisors says the FAANG trade is a “no-brainer.” And, Michael Santoli’s “Last Word” was “normal.”
May 02, 2022
Closing Bell: Dramatic stock comeback, PIMCO's CEO on the market & Kroger's CEO on why food inflation is getting worse 5/2/22
00:43:15
Stocks staging a huge comeback into the close as May kicks off in the green. The Dow had been down more than 500 points at one point. PIMCO CEO Emmanuel Roman discusses whether there is more downside to the market and fears the Fed's rate hikes could spark a recession. Kroger CEO Rodney McMullen on how consumers are reacting to inflation and higher interest rates and why he thinks food inflation is still getting worse. And Meta VP of Global Business Nicola Mendelsohn on whether she sees an ad spending slowdown and when the metaverse will take off.
May 02, 2022
Closing Bell Overtime: Looking for opportunities amid market sell-off 4/29/22
00:48:51
The Nasdaq Composite posts its worst month since 2008. Wharton School Professor says the market may look attractive for long-term investors. Plus, value investor Scott Black from Delphi Management gives his top picks right now. And, Michael Santoli’s “Last Word” is “endurance.”
Apr 29, 2022
Closing Bell: Ugly end to April, Chevron CEO on earnings, debating Apple’s next move 4/29/22
00:49:40
The major averages closed sharply lower to finish out a rough month for the bulls. Tony Dwyer from Canaccord and Charlie Bobrinskoy from Ariel break down the action, and whether or not they’d recommend buying the dips. Analysts Colin Gillis and Amit Daryanani debate the best way to play Apple’s pullback. Meantime Chevron CEO Mike Wirth discusses the outlook for the oil giant as shares move lower on the back of earnings. And Gary Dvorchak from Blueshirt Group talks about Chinese internet stocks -- one bright spot amid the carnage.
Apr 29, 2022
Closing Bell Overtime: Amazon sinks on weak earnings guidance, Apple rallies on earnings beat 4/28/22
00:31:13
Earnings guidance dominates the after hours trading session. Shares of Amazon fall more than 10% after the company provided a weak Q2 revenue outlook. Dan Ives from Wedbush Securities gives his instant analysis to those numbers. But, Apple rallies following an earnings beat across the board and forecasts better-than-expected EPS and revenue. And Michael Santoli’s “Last Word” is “relief.”
Apr 28, 2022
Closing Bell: Stocks rally, Meta’s mega rebound, White House weighs in on GDP miss 4/28/22
00:42:56
Stocks surged in another choppy session, with the Nasdaq finishing the day higher by more than 3%. Meta shareholder Barbara Doran and Wedbush analyst Ygal Arounian discuss whether or not the Facebook parent’s results are an all-clear signal for tech. The rally came even as the latest GDP numbers showed an unexpected contraction in the first quarter. Heather Boushey from the Council of Economic Advisers discusses if it’s a signal of a coming recession.
Apr 28, 2022
Closing Bell Overtime: Big Earnings Movers 4/27/22
00:46:14
Shares of Meta surge in after hours trade following a beat on earnings and user growth. But, Josh Brown from Ritholtz Wealth Management says investors shouldn’t trust the post-earnings bounce. Plus, Teladodoc gets crushed following a big earnings miss. Kari Firestone from Aureus Asset Management gives her reaction and analysis. And, Michael Santoli takes a closer look at all the stock moves in his “Last Word.”
Apr 27, 2022
Closing Bell: Stocks fade into the close, Spotify CFO on results, Hawaiian Airlines chief talks travel 4/27/22
00:42:36
Stocks closed well off their highs in a choppy day of trading, with results from Visa and Microsoft boosting the Dow, while Boeing and Alphabet dragged. Victor Jones from Tastytrade and Megan Horneman from Verdence discuss the read-through from tech earnings for the rest of the mega-cap names. Hawaiian Airlines CEO Peter Ingram joins to talk about his quarterly earnings and his deal for in-flight WiFi with SpaceX, as that stock takes a dive. And the CFO of Spotify breaks down subscriber and ad trends as the streaming platform makes a move lower.
Apr 27, 2022
Closing Bell Overtime: Big Tech Earnings 4/26/22
00:46:10
Big tech earnings after the bell. Dan Ives from Wedbush Securities, Bryn Talkington from Requisite Capital Management, and Brian Belski from BMO Capital Markets give their instant reaction and analysis to Microsoft and Alphabet’s reports. Plus, big news out of Robinhood. The company slashing 9% of its workforce. And, Michael Santoli’s “Last Word” is “cloudy.”
Apr 26, 2022
Closing Bell: Another ugly day on Wall Street, Interactive Brokers chairman on market turbulence 4/26/22
00:53:09
Stocks closed at the lows of the session after another painful day on Wall Street. Phil Camporeale from J.P. Morgan Asset Management and Eric Johnston from Cantor Fitzgerald square off in a bull-bear debate to discuss whether or not the selloff is a buying opportunity. Interactive Brokers chairman Thomas Peterffy weighs in on how retail investors are navigating the volatility. And as the Nasdaq paces for its worst month since 2008, Angelo Zino from CFRA breaks down what we’ve learned from big tech earnings, and what to expect when the rest of the mega-caps report results.
Apr 26, 2022
Closing Bell Overtime: Musk’s Twitter Takeover, Market Rebound 4/25/22
00:44:12
Twitter’s board of directors accepts Elon Musk’s offer to buy the company. Closing Bell Overtime panelists Kantrowitz from Big Technology, Casey Newton from Platformer, Josh Brown from Ritholtz Wealth Management, and Dan Ives give their reaction and analysis. Plus, stocks stage a major comeback in late-day trade. Is it enough to tip the market into rally mode? Tom Lee from Fundstrat Global Advisors explains who he’s navigating the market. And, Michael Santoli’s “Last Word” is “Rare Stakes.” He talks about why this week could be pivotal for stocks.
Apr 25, 2022
Closing Bell: Elon Musk buys Twitter, Stocks stage big comeback 4/25/22
00:59:38
Shares of Twitter rallied on news that Elon Musk will officially buy the company for $54.20 per share, or roughly $44 billion dollars. Analysts Youssef Squali, Rohit Kulkarni, and Ygal Arounian weigh in on the move and what it means for the future of the social media giant. Plus, former SEC chairman Harvey Pitt discusses the potential regulatory headwinds around the deal. And as tech leads the market comeback, Chris Caso from Raymond James explains why he just upgraded chipmakers AMD and Marvell.
Apr 25, 2022
Closing Bell Overtime: Stocks Plummet, Can earnings save the market? 4/22/22
00:46:07
The market sell-off accelerates in the final minutes of the trading day. The Dow Jones Industrial Average fell more than 1000-points at session lows. Jim Cramer discusses whether or not earnings season can save the stock market. Plus, top investor Rick Heitzmann from FirstMark Capital looks at how the IPO market stacks up in the face of tech valuation pressures. And, Michael Santol’s “Last Word” is “resilience.”
Apr 22, 2022
Closing Bell: Stocks plummet to end the week, Cleveland Fed President weighs in on rate hikes 4/22/22
00:59:52
Stocks got slammed on the final day of the week, with the Dow turning lower for the month – joining the S&P 500 and the Nasdaq. Cleveland Fed President Loretta Mester outlines her views on rate policy – including whether or not she thinks a 75 basis-point hike is appropriate. Analyst Brent Thill breaks down the tech trade ahead of a massive week of earnings for the mega-caps. And retail expert Dana Telsey discusses the trade on Gap – which shed nearly a fifth of its value after cutting sales guidance.
Apr 22, 2022
Closing Bell Overtime: Snap Earnings, Market "Reality Check" 4/21/22
00:44:05
Snap Inc. shares are volatile in after-hours trade after the company missed earnings expectations. Stephanie Link from Hightower gives her instant reaction and analysis to the report. Plus, Avery Sheffield from VantagePoint says that high-flying growth names are in for a "reality check." She takes a closer look at market valuations. And, is it time to get cautious? Chris Toomey from Morgan Stanley Private Wealth Management outlines his strategy.
Apr 21, 2022
Closing Bell: Stocks sink, Sara Eisen speaks with Fed Chair Powell, Former Disney executive talks Netflix pain 4/21/22
00:43:00
In a special edition of Closing Bell from Washington, Sara Eisen speaks with Fed Chair Jerome Powell and other leaders at the IMF’s Debate on the Global Economy. Mohamed El-Erian from Allianz breaks down the latest policy signals from the central bank leader, and the potential impact on the market. Meantime, the Netflix nightmare continues, with shares taking another leg lower after hedge fund manager Bill Ackman sold off his stake. Former Disney executive and TikTok CEO Kevin Mayer – who correctly predicted that Netflix would explore advertisements – joins to discuss the future of the streaming giant.
Apr 21, 2022
Closing Bell Overtime: Tesla Earnings, Time to Sell Big Tech? 4/20/22
00:44:10
Tesla shares rally in after-hours trade following a big earnings beat. Dan Ives from Wedbush Securities calls them “almost Cinderella-type numbers.” But, Eric Johnston from Cantor Fitzgerald says mega cap tech names will underperform the market going forward. Plus, is TikTok to blame for waning interest in Netflix? Michael Santoli takes a closer look in his “Last Word.”
Apr 20, 2022
Closing Bell: Nasdaq sinks as Netflix weighs, two blue chip CEOs break down earnings 4/20/22
00:42:52
Stocks finished the day mixed – with the Dow gaining and the Nasdaq sinking. Netflix weighed sharply on the tech-heavy index after reporting a decline in subscribers. Analyst Will Power discusses what’s really to blame for the miss, and what comes next for the streaming company. Meantime IBM and P&G helped boost the Dow on the back of strong results. The CEO of IBM joins to talk about the strength in the cloud and tech spending. And the head of P&G weighs in on what he’s seeing from consumers and the impact of inflation.
Apr 20, 2022
Closing Bell Overtime: Netflix Earnings, JPMorgan’s Bullish Call 4/19/22
00:44:08
Netflix plunges in after-hours trading after reporting a loss of 200,000 subscribers in the first quarter. But, value investor Bill Nygren from Oakmark Funds is still betting on the stock. Plus, JPMorgan’s Chief Global Markets Strategist Marko Kolanovic says “a near-term rally is likely,” and recommends both growth and value names.
Apr 19, 2022
Closing Bell: Stocks surge ahead of key tech earnings, Atlanta Fed President weighs in on rate policy 4/19/22
00:43:05
Wall Street finished the day sharply higher ahead of key tech earnings from Netflix and IBM. Alli McCartney from UBS and Barton Crockett from Rosenblatt debate whether or not tech earnings will help the Nasdaq catch up, after lagging all year long. The CEO of Citizens Financial Group breaks down earnings as that stock finishes near the top of the S&P 500. And Atlanta Fed President Raphael Bostic lays out his latest thinking on inflation, the economy, and the Fed’s rate hike path.
Apr 19, 2022
Closing Bell Overtime: Twitter Saga, St. Louis Fed Bullard 4/18/22
00:44:08
Twitter vs the world? Alex Kantrowitz from Big Technology and Casey Newton from Platformer discuss the latest in Elon Musk’s battle for the social media giant. Plus, is Fundstrat’s Tom Lee getting less bullish? He breaks down his latest market call. And, has the market priced in the Fed’s tightening cycle? Steve Liesman speaks with St Louis Fed President James Bullard.
Apr 18, 2022
Closing Bell: Stocks dip in volatile session, World Bank slashes it’s growth outlook, and Goldman Sachs’ chief economist lays out a new call on housing 4/18/22
00:42:44

Stocks ended the day lower after a seesaw session. Jason Trennert from Strategas and Jim Bianco from Bianco Research debate the impact of rising rates on the market, as yields on the 10-Year treasury note hit their highest level since 2018. The CEO of KBW gives his take on bank stocks, following a divergent performance for Bank of America and Charles Schwab on the back of results. World Bank President David Malpass explains why his organization just slashed its global growth forecast by nearly a full percentage point. And Goldman Sachs chief economist Jan Hatzius breaks down a new call on the housing market, with mortgage rates topping 5%.

Apr 18, 2022
Closing Bell Overtime: Twitter Takeover? 4/14/22
00:43:34
The talk of the tape is Elon Musk’s maneuver to takeover Twitter. Will he be successful? Alex Kantrowitz from Big Technology and Casey Newton from Platformer discuss. Plus, stocks closed at session lows and major averages notched another week of losses. Cameron Dawson from Fieldpoint Private explains why it’s time to focus on high quality and defensive-leaning names. And, Michael Santoli looks at M&A activity in his “Last Word.”
Apr 14, 2022
Closing Bell: Stocks sink into the close, Elon Musk’s Twitter takeover offer, and Wells Fargo’s CFO on earnings 4/14/22
00:43:27
Stocks selling off into the close ahead of a 3-day holiday weekend with tech leading the decline. Twitter shares closing in the red despite initially popping following Elon Musk’s $54 per share takeover offer for the social media company. Box CEO Aaron Levie explains why he thinks that bid may be too cheap. Evercore ISI’s Mark Mahaney weighs in on where the stock will go from here. Wells Fargo one of the worst performing stocks in the S&P 500 because weaker than expected mortgage lending took a toll on quarterly revenue. CFO Mike Santomassimo discusses whether the bank’s mortgage business will continue to be hurt by rising interest rates and why he sees the consumer doing well despite inflation fears.
Apr 14, 2022
Closing Bell Overtime: Time to Buy? 4/13/22
00:43:40
Stocks closed near session highs. Chris Hyzy from Merrill and Bank of America Private Bank says there are bargains in the equity market. Plus, Tom Lee from Fundstrat Global Advisors explains why stay-at-home stocks is the “toughest group” to own right now. And, Michael Santoli looks “Beyond the Banks” for his Last Word.
Apr 13, 2022
Closing Bell: Stocks snap 3-day losing streak, Airlines take off, and Fed Governor Waller on fighting inflation 4/13/22
00:42:32
Stocks rallying on Wall Street as the S&P and Nasdaq snapped 3-day losing streaks. Investors looking past a record gain in producer prices just a day after the hottest reading on consumer prices since 1981. Fed Governor Christopher Waller explains why he thinks inflation is peaking and how many more rate hikes it will take to get inflation under control. Mastercard Economics Institute Chief U.S. Economist Michelle Meyer discusses whether rising prices will force consumers to cut back on spending. And airline stocks soaring after Delta’s strong outlook. Jefferies’ Sheila Kahyaoglu unveils her top pick in the airline space.
Apr 13, 2022
Closing Bell Overtime: Exclusive with Guggenheim’s Scott Minerd, First On CNBC with Ark’s Cathie Wood 4/12/22
00:46:37
Exclusive interview with Guggenheim Partners Global Chief Investment Officer Scott Minerd. He explains why he remains bullish in the face of hawkish Fed commentary. Plus, Ark Invest CEO Cathie Wood responds to criticisms made about her funds following Morningstar’s downgrade of the ARK Innovation ETF.
Apr 12, 2022
Closing Bell: Late-day stock slump, National Economic Council Director on inflation, and cash is king. 4/12/22
00:43:08
Stocks giving back big early gains extending the losing streaks for the S&P and Nasdaq to 3-days after the highest increase in consumer prices since 1981. National Economic Council Director Brian Deese says inflation is running uncomfortably high and explains why the White House’s plan to allow more ethanol in gasoline will help lower prices at the pump. And Satori Fund Founder Dan Niles explains why retail investors should be in cash right now and why he thinks some traditional technology stocks are attractive.
Apr 12, 2022
Closing Bell Overtime: Is the worst yet to come? 4/11/22
00:44:21
Stocks closed near the lows of the day. Adam Parker from Trivariate Research says the upcoming earnings season may stabilize the market. Plus, is there an alternative for stocks? Anastasia Amoroso from iCapital makes the case. Walter Isaacson is working on an Elon Musk biography and says it’s not surprising that Musk decided not to join Twitter’s board of directors. And, Michael Santoli’s Last Word is “diversity.”
Apr 11, 2022
Closing Bell: Stocks go out near the lows, Elon Musk declines Twitter seat 04/11/22
00:42:51
The major averages closed near session lows after losing steam throughout the session. Fundstrat’s Tom Lee weighs in on the pullback, and whether he thinks the market has already bottomed. Investors Kyle Bass and Mark Mobius discuss the Chinese market and opportunities abroad. And a former Twitter board member gives his take on Elon Musk’s decision to not join Twitter’s board, and why it’s a “great thing” to have Musk as an investor regardless.
Apr 11, 2022
Closing Bell Overtime: All-Clear for Higher Rates? 4/8/22
00:43:48
Could rising rates derail the market? Wharton School Professor Jeremy Siegel gives his take. Plus, shares of Robinhood fell more than 6% after a downgrade from Goldman Sachs. Dan Dolev from Mizuho defends his “Buy” rating on the stock. And, Ebrahim Poonawala from BofA Securities names JPMorgan a top idea ahead of next week's earnings report.
Apr 08, 2022
Closing Bell: Dow 2-day win streak, Transports tank, and Chipotle bets on the metaverse 4/8/22
00:42:40
The Dow closing higher on Friday to notch a 2-day win streak, but the major averages finishing the week in the red. Axonic’s Peter Cecchini and Leuthold Group’s Jim Paulsen debate whether the bull market is still alive despite ongoing Fed fears. Transport stocks having their worst week since October 2020. Evercore ISI’s Jon Chappell weighs in on whether a freight recession is on the horizon and why he prefers the rails over trucking stocks. Renaissance Macro Research’s Jeff Degraaf on how to trade financial stocks ahead of next week’s bank earnings. And Chipotle CEO Brian Niccol on why he sees consumers being a little more discriminate with their spending and whether they will tolerate more price hikes. Plus, he discusses the company’s big push into the metaverse and whether there are plans to start accepting cryptocurrency.
Apr 08, 2022
Closing Bell Overtime: Recession on the Horizon? 4/7/22
00:44:26
Stocks staged a turnaround and closed just off session highs. Anastasia Amoroso from iCapital says the clock is ticking on a recession and the consumer is going to get caught in the crosshairs. Plus, is the Fed’s attempt to rein in inflation a “high-stakes game of chicken”? Jurrien Timmer from Fidelity Investments weighs in. And, Barclays analyst Karen Short is making a big bet on the consumer and chooses Target as her “Most Valuable Pick.”
Apr 07, 2022
Closing Bell: Late-day comeback for stocks, Buffett’s big stake in HP, and Levi’s CEO on consumer demand 4/7/22
00:43:11
Stocks staging a rally in the final hour of trading to snap a two-day losing streak. Allianz Chief Economic Advisor Mohamed El-Erian weighs in on the recent market volatility and whether stocks or bonds are more attractive right now. Levi Strauss CEO Chip Bergh says the denim maker has more price increases in the works and explains why he sees no signs of a consumer spending slowdown in the U.S. Bank of America Securities’ Wamsi Mohan explains why Warren Buffett’s big new stake in HP isn’t a game changer for the stock. And PIMCO portfolio manager Erin Brown lists the three sectors she thinks will outperform during earnings season.
Apr 07, 2022
Closing Bell Overtime: Stocks vs. the Fed 4/6/22
00:43:27
The FOMC minutes sent stocks lower and major averages posted 2-day losing streaks. Josh Brown from Ritholtz Wealth Management and Tom Lee from Fundstrat Global Advisors discuss how investors should navigate the Fed's next moves. Plus, Nancy Davis from Quadratic Capital Management explains why there could be potential for more volatility ahead. And, Michael Santoli gives his last word - "testing."
Apr 06, 2022
Closing Bell: Stocks volatile after Fed minutes, billionaire Sam Zell outlines the risks and opportunities, and what to do with tech stocks now 4/6/22
00:43:01
Another rough day for the market as volatility reigned following the release of the Fed minutes. Former PIMCO chief economist Paul McCulley gives his take on central bank policy and inflation. Billionaire Sam Zell says the Fed is months behind the curve, and outlines where he’s looking for opportunities. And as tech stocks took the brunt of the pain again today, Wedbush’s Dan Ives says the group is a “massive buy.”
Apr 06, 2022
Closing Bell Overtime: Exclusive interview with Leon Cooperman 4/5/22
00:44:34
Stocks closed near session lows following hawkish comments from Federal Reserve Governor Lael Brainard. Joe Terranova from Virtus Investment Partners doesn’t think this is a bear market. But, legendary investor Leon Cooperman says there’s a chance we could see a recession in 2023. He explains why and reveals some of the top positions in his portfolio right now.
Apr 05, 2022
Closing Bell: Stocks sink into the close, a warning for the market, and Energy Secretary Jennifer Granholm on Russia sanctions 4/5/22
00:41:57
Stocks selling off into the close amid new concerns the Fed’s rate hikes could slow the economy. Marathon Asset Management CEO Bruce Richards warning about a great disconnect in the market and why he is selling into any rally right now. Tech the biggest loser on Wall Street, but Wedbush’s Ygal Arounian lists the tech stocks that look like bargains. Mizuho’s Dan Dolev explains why he slashed Coinbase’s price target and the one fintech he is so bullish on. And Energy Secretary Jennifer Granholm on the outlook for oil and gas prices and energy sanctions against Russia.
Apr 05, 2022
Closing Bell Overtime: Breakout or Breakdown? 4/4/22
00:44:30
The S&P 500 and Nasdaq Composite closed near session highs. Is the market on the edge of a breakout or breakdown? Brian Belski from BMO Capital Markets and Dan Greenhaus from Solus Alternative Asset Management discuss whether investor can trust this rally. Plus, is the worst over for tech? Top investor Glen Kacher from Light Street Capital outlines his top trades. And, the “Last Word” from Michael Santoli – Is it safe for investors to relax?
Apr 04, 2022
Closing Bell: Tech Surges, Elon Musk takes a big stake in Twitter, and Risks of a Recession 4/4/22
00:43:51
Tech stocks rallying to start the week on Wall Street after Tesla CEO Elon Musk bought a 9% stake in Twitter. Jefferies’ Brent Thill discusses whether Musk’s purchase could impact Twitter’s strategy. Former Federal Reserve Vice Chairman Roger Ferguson reacts to JPMorgan CEO Jamie Dimon’s warning that the Fed could hike rates more than Wall St. is expecting and whether the risk of a recession is rising. And Wells Fargo’s Mike Mayo explains why he is cutting his price target on Morgan Stanley & JP Morgan and the bank stock he thinks looks most attractive in a rising rate environment.
Apr 04, 2022
Closing Bell Overtime: Time to get defensive? 4/1/22
00:43:57
Stocks rallied into the close, led by real estate, utilities, and consumer staples. Is it time to get defensive? Jim Cramer outlines his investment strategy and outlook for the second quarter. Plus, star value investor Scott Black from Delphi Management makes the case for Jabil Inc.. And, Robby Greengold from Morningstar explains why he downgraded the ARK Invest ARKK ETF to a “Negative” rating.
Apr 01, 2022
Closing Bell: Stocks kick off Q2 in the green, Council of Economic Advisers Chair on the March jobs report, and Cowen’s CEO on the bank’s new crypto offering 4/1/22
00:43:47
The major averages closing in positive territory to start the second quarter as investors digest the March jobs report and oil prices falling below $100 a barrel. Council of Economic Advisers Chair Cecilia Rouse weighs in on the employment picture and whether releasing 1M barrels per day from the Strategic Petroleum Reserve will really help bring down gasoline prices. Meanwhile, RBC Capital Markets’ Lori Calvasina explains why she is downgrading the energy sector and reveals the sectors she favors instead. Bespoke’s Paul Hickey on where he sees value in tech. Kraneshares’ Brenand Ahern on the rebound in Chinese internet stocks. And Cowen CEO Jeff Solomon on the investment bank’s move to start offering spot trading of crypto and whether he thinks other big banks will follow that move.
Apr 01, 2022
Closing Bell Overtime: 3/31/22
00:47:16
Despite a late-day sell-off, major averages posted their first positive month of the year. Can that momentum continue? Liz Young from SoFi and Stephanie Link from Hightower discuss. Plus, breaking news on Activision! Dave Michaels from the Wall Street Journal reports that authorities are investigating a meeting between CEO Bobby Kotick and a trader. And, Chinese internet names are getting hit hard this year, but Eduardo Costa from Calixto Global Investors says now is the time to start buying.
Mar 31, 2022
Closing Bell: Stocks sink into the close, Booking Holdings’ CEO on travel demand, and CF Industries’ CEO on the fertilizer frenzy 3/31/22
00:43:47
Stocks staging a steep sell off late in the trading session. The Dow falling more than 500 points as Wall Street closed out the worst quarter for stocks in two years. SVB Private Bank Chief Investment Officer Shannon Saccocia on where she sees opportunities in this challenging investing environment and why healthcare is no longer just a defensive sector. Booking Holdings CEO Glenn Fogel on the outlook for travel demand and whether U.S. consumers are pushing back on higher prices. The CEO of fertilizer maker CF Industries discusses the spike in prices and how he’s ramping up production to meet demand. And Wells Fargo’s Sr. Energy Analyst reveals the oil stock he is most bullish on.
Mar 31, 2022
Closing Bell Overtime: State of the Rally 3/30/22
00:44:09
Dow and S&P 500 snap a four-day winning streak. Is the rally running out of gas? Tom Lee from Fundstrat Global Advisors says, “We’ve probably made the low for the first half of 2022.” Plus, veteran trader Mark Fisher of MBF Trading explains why he prefers natural gas over crude oil. And, Bank of America’s Jessica Reif Ehrlich has a bullish call on Disney and says it is “hitting it out of the park.”
Mar 30, 2022
Closing Bell: Stocks snap four-day win streak, and the CEOs of Chewy & Five Below on the state of the consumer. 3/30/22
00:43:06
Stocks sinking on Wall Street as the Dow & S&P 500 snap a four-day winning streak. Cantor Fitzgerald’s Eric Johnston explains why he thinks recent earnings are flashing a warning sign for stocks and why he is bullish on commodity prices. Jefferies Chief Market Strategist David Zervos weighs in on what he sees as the biggest threat to the market right now. And the CEOs of online pet products retailer Chewy and discount retailer Five Below discuss the state of consumer spending, supply chain issues and labor shortages.
Mar 30, 2022
Closing Bell Overtime: Signs of recession? 3/29/22
00:44:10
The 2-year/10-year yield curve comes close to inverting. Liz Ann Sonders from Charles Schwab says it may be time to dust off the recession playbook. Plus, Halftime Report trader Pete Najarian gives his instant reaction and analysis to Micron and Lululemon earnings. And, Wells Fargo Senior Equities Analyst Mike Mayo discusses what an inverted yield curve could mean for banks.
Mar 29, 2022
Closing Bell: Stocks surge into the close, Activist Investor Jeff Smith on where he sees value in the market, and Nikola keeps on truckin’ 3/29/22
00:43:55
The Dow & S&P 500 rallying for a third straight day. Truist Advisory Services Co-Chief Investment Officer Keither Lerner discusses whether stocks can keep rallying despite the bond market flashing a recession signal. Starboard Value CEO Jeff Smith explains where he sees value in this market and discusses the takeover bid for retailer Kohl’s that he is backing. Nikola CEO Mark Russell on how much demand he is seeing for the company’s electric truck and why the supply chain challenge is the biggest he’s ever seen.
Mar 29, 2022
Closing Bell Overtime: Real Rally vs. Wall of Worry? 3/28/22
00:43:56
Stocks close near session highs, but Solus Alternative Asset Management’s Dan Greenhaus says, “We’re certainly not out of the woods.” Plus, Nicholas Colas from DataTrek Research breaks down whether a stock split helps or hurts Tesla. And, are stocks pausing at a critical spot? Michael Santoli takes a closer look with his “Last Word.”
Mar 28, 2022
Closing Bell: Stocks stage late session rally, oil prices plunge, and President Biden lays out his budget 3/28/22
00:54:02
Stocks making a comeback late in the day led by tech stocks. Medley Global Advisors Ben Emons on whether bond yields could be flashing a warning sign for the stock market. Oil prices plunging amid new concerns about demand from China. Husseini Energy Founder Sadad Al-Husseini gives his outlook for oil prices. And President Biden laying out his budget proposal, which includes big tax hikes on the ultra-rich and corporations. Raymond James Washington Policy Analyst Ed Mills has instant reaction to whether that will be able to pass Congress.
Mar 28, 2022
Closing Bell Overtime: Is the bear market over? 3/25/22
00:43:03
S&P 500 and Nasdaq close higher for the second-straight week. Can the rally keep going? Jim Cramer says the “bear market is over.” Halftime Report traders traders Jim Lebenthal and Steve Weiss debate Cleveland-Cliffs in tonight’s “Friday Night Fight.” Plus, is tech the biggest risk or biggest reward for your portfolio? Dan Suzuki from Richard Bernstein Advisors and Dan Ives from Wedbush Securities discuss. And, Michael Santoli is watching for “accidents” in the market.
Mar 25, 2022
Closing Bell: Stocks higher for a second straight week, Tilray’s CEO on pot stocks popping, and Frontier Airlines’ CEO on record travel demand. 3/25/22
00:42:55
The S&P 500 closing higher for a second straight week even as treasury yields continue to climb. RBC Capital Markets Head of Global Commodity Strategy Helima Croft on how the attack on a Saudi Aramco facility is impacting oil prices. Tilray Brands CEO Irwin Simon on whether pot stocks will continue to rally as Congress considers a new bill to legalize marijuana. And Frontier Airlines CEO Barry Biffle explains why he’s never seen domestic demand this strong and whether he is considering fare hikes because of higher jet fuel prices.
Mar 25, 2022
Closing Bell Overtime: Does the rally have legs? 3/24/22
00:44:01
Wharton professor Jeremy Siegel on where the market is headed next with Joe Terranova from Virtus Investment Partners and Lisa Shallet from Morgan Stanley. Plus, is retail the most underappreciated market opportunity right now? Portfolio manager Avery Sheffield from Rockefeller Capital Management gives us her top stock picks. And, Michael Santoli unveils a new acronym for tech.
Mar 24, 2022
Closing Bell: Stocks rally into the close as tech takes off, NYSE Chair on market volatility, and a $200 oil price warning 3/24/22
00:43:51
Stocks rebounding on wall street as the major averages close near session highs. Tech the best performing sector led higher by a surge in semiconductor stocks. Cowen’s Matt Ramsay reveals his top chip picks. NYSE Chair Sharon Bowen discusses market volatility and her plans to bring more IPOs to the exchange. And Bank of America Head of Global Commodity Research Francisco Blanch warning oil could hit $200 if there is a major disruption to oil production.
Mar 24, 2022
Closing Bell Overtime: Can stocks get back to new highs? 3/23/22
00:43:19
Stocks close at session lows. Josh Brown from Ritholtz Wealth Management explains why rallies are “guilty until proven innocent.” Meanwhile, Fundstrat’s Tom Lee says stocks can still go higher. And, Michael Santoli’s last word - can Apple hold its “safety premium” among big tech?
Mar 23, 2022
Closing Bell: Stocks sink as oil spikes, CME Group’s CEO on wild swings in commodity prices, and Petco’s CEO on whether the pet industry is inflation-proof. 3/23/22
00:42:54
Stocks closing near session lows as oil prices jump to nearly $115. Cannacord Chief Market Strategist Tony Dwyer explains why he thinks investors should be buying stocks on bouts of weakness. CME Group Chairman & CEO Terry Duffy on the recent volatility in commodity prices and his exchange launching new crypto products. And Petco’s CEO discusses whether customers are still spending big bucks on their pets despite the spike in inflation.
Mar 23, 2022
Closing Bell Overtime: Exclusive with billionaire investor Carl Icahn 3/22/22
00:44:32
Billionaire investor Carl Icahn says, “there very well could be a recession, or even worse.” Plus, the latest on his activist stake in McDonald’s.
Mar 22, 2022
Closing Bell: Stocks rally into the close, National Economic Council Director Brian Deese on the state of the economy & consumer, and Carnival’s CEO on when the cruise line could return to normal 3/22/22
00:43:59
Stocks closing near the highs of the trading day as investors raise interest rate hike expectations. National Economic Council Director Brian Deese on the strength of consumer demand and the labor market. Carnival CEO Arnold Donald discusses booking strength and when the cruise line could return to normal. And Interactive Brokers Chairman Thomas Peterffy on why he thinks the return of the meme stock rally is bad for retail traders.
Mar 22, 2022
Closing Bell Overtime: Will the interest rate rally sink stocks? 3/21/22
00:44:33
Stocks turned lower following hawish comments from Federal Reserve Chairman Jerome Powell. Could rising rates sink stocks? Ed Yardeni from Yardeni Research weighs in. Plus, top investor Keith Meister from Corvex Management reveals his top stock picks. And, Michael Santoli sounds off on his last word: Hard road to a soft landing?
Mar 21, 2022
Closing Bell: Dow snaps 5-day win streak, American Airlines’ CEO on travel demand, and the dash for trash. 3/21/22
00:43:49
Stocks snapping a 5-day win streak after Fed Chairman Jay Powell said inflation is much too high. The CEO of American Airlines on the outlook for travel demand, rising ticket prices and why he doesn’t see more consolidation ahead in the industry. Thoma Bravo’s Managing Partner weighs in on his company’s deal to buy software maker Anaplan. And Bespoke’s Paul Hickey on why there’s been a rally in low-quality stocks recently.
Mar 21, 2022
Closing Bell Overtime: Kynikos Founder Jim Chanos, Friday Night Fight 3/18/22
00:44:24
Major averages post their largest weekly gains since November 2020. “Mad Money” host Jim Cramer weighs in on this week’s stock surge. Plus, noted short-seller Jim Chanos from Kynikos reveals his latest short position. And “Friday Night Fight”! Steve Weiss and Jim Lebenthal debate – have stocks bottomed?
Mar 18, 2022
Closing Bell: Stocks rally again in the final hour of trading, Cleveland-Cliffs’ CEO on the wild moves in metal prices, and FTX’s CEO on a new cryptocurrency regulation bill 3/18/22
00:43:59
Stocks rallying into the close for a third straight day to post the biggest weekly gain of the year. The CEO of steel Cleveland-Cliffs on why his company is better positioned than rivals to deal with the wild swings in metal prices. The CEO of cryptocurrency exchange FTX on a new bill that would crack down on using crypto to avoid Russian sanctions. Jefferies Michael Yee on whether Moderna’s recent bounce back is for real. And Needham’s Laura Martin on the FANG stock she thinks is most attractive.
Mar 18, 2022
Closing Bell Overtime: Eminence Capital’s Ricky Sandler, market momentum sustainable? 3/17/22
00:44:34
Top investor Ricky Sandler from Eminence Capital tells us why he doesn’t think the worst of the market sell-off is over. Plus, instant reaction to GameStop and FedEx earnings. Quadratic Capital Management’s Nancy Davis outlines how investors can play volatility. And, is it time to get bullish on emerging markets? Joe Terranova from Virtus Investment Partners weighs in.
Mar 17, 2022
Closing Bell: Stocks soar into the close, billionaire venture capitalist Jim Breyer on which tech stocks look cheap, and Former Ford CEO Mark Fields on which automakers will be the big winners in the EV wars 3/17/22
00:43:49
Stocks staging another big rally into the close. Billionaire venture capitalist Jim Breyer reveals which beaten-up big tech stocks he has been buying amid recent weakness. Plus, he explains why the metaverse is overhyped. Former Ford CEO Mark Fields on how rising commodity prices are impacting the auto industry and which companies are winning the EV wars.
Mar 17, 2022
Closing Bell Overtime: Brave new world for investors, Jeff Gundlach reacts to Fed decision 3/16/22
00:44:35
Ritholtz Wealth Management’s Josh Brown and Loop Capital’s Kourtney Gibson are out with the post-Fed play and discuss how investors should trade following a Fed rate hike. Plus, top investor Jeff Gundlach from DoubleLine Capital strikes an optimistic tone. He gives his take on equities, inflation, and Bitcoin.
Mar 16, 2022
Closing Bell: Market Rallies following Fed’s rate hike since 2018, Fmr. National Economic Council Director on why inflation probably hasn’t peaked, and why one analyst is betting on brokerages over banks in a higher rate environment 3/16/22
00:56:54
The Dow soaring more than 500 points after the Fed raised interest rates for the first time since 2018. The market making a big turnaround during Fed Chair Jay Powell’s news conference. Fmr. National Economic Council Director Gary Cohn has instant reaction to Powell and explains why he doesn’t think inflation has peaked. Wolfe Research’s Steven Chubak on why he prefers brokerage stocks over the banks right now. Evercore ISI’s Mark Mahaney on why investors should be in defensive tech stocks amid a higher interest rate environment.
Mar 16, 2022
Closing Bell Overtime: Time to get more positive on stocks?
00:41:01
Stocks closed near session highs, but can investors trust the rally? Trivariate’s Adam Parker, SoFi’s Liz Young, and Solus Alternative Asset Management’s Dan Greenhaus debate the “Talk of the Tape” and whether it’s time to buy right now. Billionaire Investor Marc Lasry weighs in on why he’s negative on China and where else he sees opportunity. And, Pete Najarian makes a late-day trade in ARK Fintech (ARKF). Plus, Wedbush Securities’ Dan Ives zeros in on his “Most Valuable Pick.”
Mar 15, 2022
Closing Bell: Stocks surge on tech’s turnaround, Spirit Airlines’ CEO on rising fuel costs, Palo Alto Networks’ CEO on cyber attack threats, and why the Fed is no longer your friend.
00:43:38
Stocks staging a big rally as tech stocks rebound from their recent sell off. Jefferies Tech Analyst Brent Thill lays out his top tech picks. Spirit Airlines’ CEO on why higher oil prices actually increase the carrier’s competitive advantage. The CEO of cybersecurity firm Palo Alto Networks explains why he has never been as worried about cyber attacks as he is right now. And Jefferies Chief Market Strategist David Zervos on why the Fed is not your friend this year.
Mar 15, 2022
Premiere of Closing Bell Overtime: Tech on the edge, panelists tackling Nasdaq’s continued struggles
00:44:35
The Nasdaq Composite closed lower for the 7th session in 8. Satori Fund’s Dan Niles and BMO Capital’s Brian Belski tackle the “Talk of the Tape.” Plus, tech investor Brad Gerstner from Altimeter Capital opens up his playbook and talks about his positions in Snowflake, Roblox, and Grab. And Morgan Stanley’s Mike Wilson on his bold call. Why he’s picking bonds over stocks right now.
Mar 14, 2022
Closing Bell: China tech stocks crushed, Scott Minerd’s call on surging bond yields, & market bottom nowhere in sight?
00:43:58
With Chinese tech stocks continuing to get crushed, Matthews Asia investment strategist Andy Rothman explains why the investing environment in China during the second half of the year will be significantly better than it is now. EU Commissioner for Competition discusses the challenges of regulating social media in the war between Russia & Ukraine. Guggenheim Global Chief Investment Officer Scott Minerd on why he sees bond yields peaking and why he is now looking at beaten-up tech stocks. And Wolfe Research Chief Investment Strategist Chris Senyek on why he thinks a sustainable market bottom is nowhere in sight.
Mar 14, 2022
Introducing Closing Bell Overtime
00:00:22
When the bell rings, the action does not end. During “Closing Bell: Overtime,” Scott Wapner takes you through all of the after-hours moves including breaking news, corporate earnings and post-market trading. Big investors, smart strategists and top money managers debate actionable ideas and the big market themes of the day, and get listeners ready for tomorrow’s trading day.
Mar 11, 2022
Introducing Closing Bell
00:00:21
Anything can happen between the bells of the trading day. But what happens during the last hour could be what matters most. During “Closing Bell”, Sara Eisen guides you through the most important hour of the trading day. The show takes a close-up look at how the markets are moving, what’s driving individual stocks and how investors are reacting. CEOs, analysts and money managers explain their strategies, share opinions, and provide an inside perspective on breaking news stories.
Mar 01, 2022