The future of the tech rally is front and center for investors – with Apple and Nvidia taking center stage. Big Technology’s Alex Kantrowitz gives his forecast for the sector. Plus, Evercore’s Roger Altman weighs in on the fed and when he thinks the next rate hike could be. And, top bank analyst Mike Mayo explains what he is watching ahead of the release of the bank stress tests. 

Stocks closed sharply higher as the Nasdaq led a strong rally on Wall Street. Venu Krishna from Barclays and David Doyle from Macquarie discuss the action and their outlooks for the market. Value investor Bill Nygren shares his top picks at current levels. Compass CEO Robert Reffkin gives his forecast for real estate, following strong new home sales data. Plus the Bernstein analyst who just downgraded Alphabet, and a gut check on Tesla’s valuation.

Is there enough momentum to keep the bulls charging ahead? Avery Sheffield of Vantage Rock gives her expert take. Plus, Ed Yardeni dropped a mid-day note saying “the permabears will have to postpone their imminent recession yet again.” He explains his stance and what it means for your money. And, Renaissance Macro’s Jeff DeGraaf is charting where he sees stocks headed from here. 

Averages closed in the red, near the lows of the session. Neuberger Berman’s CIO breaks down the market action and gives his second half playbook. Eurasia Group President Iam Bremmer breaks down what’s next for Europe and the US. Lucid Motors CEO Peter Rawlinson discusses his company’s deal with Aston Martin that sent the stock higher today. Nucor CEO Leon Topalian talks Nucor’s upbeat guidance and infrastructure spending amid rising rates. Databricks CEO Ali Ghodsi on MosaicML and what’s next for the company. Plus Richard Haass talks geopolitical fallout from the weekend events in Russia. 

Will the second half of the year bring second thoughts about the tech trade? Star Wedbush Analyst Dan Ives gives his expert take. Plus,  Victoria Greene of G Squared Private Wealth drills down on the energy trade. And, Sofi’s Liz Young is breaking down her second half playbook. She explains her forecast for stocks and what the Fed might do next. 

The major averages snapped multi-week winning streaks as stocks fell in Friday trading. JP Morgan’s Jack Caffrey and Invesco’s Brian Levitt discuss the weakness in the shortened week and the outlook going forward. Disney, Coca-Cola, and Under Armour board member Carolyn Everson, who was previously an executive at Facebook, gives her read on the consumer and post-pandemic spending. CFRA’s Sam Stovall gives a key piece of advice for investors in the second half. Plus an under-the-radar sector worth a look, why Virgin Galactic’s stock fell to earth, and a big change for Florida real estate.

The Nasdaq is on track to break an 8-week win streak. So, is the tech exuberance fading? Dan Greenhaus of Solus Asset Management gives his take on the sector. Plus, CIC Wealth’s Malcolm Ethridge breaks down the key stocks he is betting on right now. And, Goldman Sachs is facing a big writedown on its troubled Greensky deal. CNBC.com’s Hugh Son explains that exclusive scoop. 

The S&P 500 and Nasdaq snap three-day losing streaks. BD8 Capital’s Barbara Doran and Citi’s Scott Chronert break down the market action, plus a discussion on why the regional bank ETF KRE is falling again. Is Blackrock’s bitcoin ETF a wolf in the henhouse? Morgan Creek’s Mark Yusko discusses if it is good or bad for the cryptocurrency. Betterment CEO Sarah Levy on where retail is positioned. Nuveen’s Carly Tripp on under-the-radar opportunities in the real estate sector. Plus, Cleo Capital’s Sarah Kunst on how the FTC’s big tech battle impacts small tech firms. 

The story of SpaceX hinges on a number of key early figures, including famed propulsion engineer Tom Mueller. Retiring from SpaceX in 2020 to start his own company focused on developing a space tug, Mueller joins Morgan to discuss his new venture, rocket science, his time at SpaceX and the economic potential of deep space.

Dubravko Lakos of JP Morgan had a fresh note that had all of Wall Street talking today. He gives his take on where stocks could be headed from here. Plus, Alger’s Ankur Crawford breaks down the big tech stocks… and under-the-radar names she’s betting on right now. And, Former Dallas Fed President Richard Fisher gives his forecast for the Fed and when he thinks the next rate cut could happen. 

The third straight down session for the major averages. Wedbush’s Sahak Manuelian and Bespoke’s Paul Hickey break down the market action. Former FTC Commissioner Mozelle Thompson on the FTC’s probe in Amazon Prime. Ruchir Sharma, Rockefeller International Chairman, on his new column breaking down why investors are moving towards India and away from China. Shift4 CEO Jared Isaacman has insights into restaurant, hotel and other business spending levels; he talks why he still sees a strong summer ahead. Our Eamon Javers previews his new documentary on China’s corporate spy war. KBW’s Jade Rahmani on KHB earnings. 

The Fed is apparently intent on hiking even more, so what does that mean for the big bull run? Ritholtz Wealth Management’s Josh Brown weighs in. Plus, Cantor’s Eric Johnston is doubling down on his bear case … again. He explains why he is still seeing risk in the market. And, CME’s Terry Duffy weighs in on Powell’s testimony today and what more rate hikes could mean for your money. 

Averages closed lower today but near best levels. Vital Knowledge’s Adam Crisafulli breaks down the market action and reaction to weak FedEx earnings. Broughton Capital’s Donald Broughton on why FedEx stock is selling off in Overtime after Q4 results. PSEG CEO Ralph LaRossa talks EV charging and utilities as the Infrastructure Act money begins rolling out. eToro U.S. CEO Lule Demmissie talks what retail investors are doing with AI stocks. HilltopSecurities Tom Kozlik breaks down what he calls a historic opportunity in municipal bonds. Our Scott Cohn breaks down the top states in a slowing economy. 

Cyclical sectors like industrials, materials and small caps are posting a pretty good month. So is that a sign of even brighter things to come for your money? Liz Ann Sonders from Charles Schwab gives her market forecast. Plus, Capital Wealth Planning’s Kevin Simpson is ringing the register on one hot sector. He explains why. And, Leslie Picker breaks down what the IPO landscape could look like post-Cava’s market debut. 

Stocks lost steam through the session, closing lower for the day but notching another positive week. Our Bob Pisani talks the impact of the market rebalancing happening today. Unlimited Funds’ CIO Bob Elliott breaks down the market action. Moor Insights & Strategy’s Patrick Moorhead talks Micron’s bet on China and what it means for investors. Former Morgan Stanley Asia Chairman Stephen Roach talks the latest on China and why so many Western CEOs are visiting the country recently. Bank of America’s Chief Equity Technical Strategist on why he is calling this the FOMO breakout and summer rally. Flexport CEO Dave Clark on his company’s acquisition of Shopify’s logistics business. Morgan talks the AI investments going on right now in defense. Our Brandom Gomez reports on the racial pay gap ahead of the federal Juneteenth holiday. 

Will there be a big rally before a big collapse? Cheryl Young of Rockefeller Family Office gives her take. Plus, Chinese automakers are becoming a major player in the European EV space. So, might they make a big push to expand here in the U.S.? Phil Lebeau gives a live report from London about what could be next. And, star Wedbush analyst Dan Ives makes the bull case for Palo Alto. 

Stocks were in rally mode the day after the Fed announced its pause. Fundstrat’s Tom Lee, a longtime bull, and Edward Jones’ Mona Mahajan break down the market action. Adobe shares have been on a tear; Q2 earnings from the tech company sending the stock even higher. Barclays analyst Saket Kalia makes his case for the stock. Evercore ISI Chairman Ed Hyman joins to talk the Fed’s path forward. AdvisorShares CEO Noah Hamman discusses CAVA’s strong first day of trading and what it would take for him to buy shares. Former Wells Fargo CEO Dick Kovacevich talks what’s going on in bank stocks and what he expects from the Fed. After CAVA shares nearly doubled on its first day of trading, NYSE President Lynn Martin talks the IPO pipeline and if the freeze on new offerings is over. 

: The fate of the rally looked a little dicey 24 hours ago. But now, not so much. So, what does all of it mean for where your money goes from here? Sofi’s Liz Young gives her expert market take. Plus, we drill down on Cava’s big market debut and what it might mean for the IPO market this year. And, top technician Ryan Detrick sees a big rally into the end of July. He makes his bull case.

Fresh off her fourth flight to orbit and having spent 675 days in space, record-breaking astronaut Peggy Whitson joins Morgan to discuss her latest mission and re-entry to the International Space Station. Previously serving as the first woman to command the ISS, she returned as the Mission Commander for Axiom Space second-ever human spaceflight. Whitson dives into her return to space, the commercialization of earth orbit, and the 10 years it took to become an astronaut.

Stocks rebounded during Fed Chair Jay Powell’s press conference after falling on the news of the Fed’s “hawkish pause.” Jefferies’ David Zervos breaks down the market action. Former CEA Chair Jason Furman and Former Fed Governor Frederic Mishkin discuss the Fed’s path forward and if a “soft landing” is still possible. Evercore’s Mark Mahaney talks new EU tech regulation and what the Fed’s latest moves mean for tech stocks. GTIS Partners’ Tom Shaprio reacts to Lennar earnings and why the homebuilder sector is still strong. Our Leslie Picker on CAVA’s pricing ahead of tomorrow’s IPO. Eventbrite CEO Julia Hartz talks the state of spending on experiences going into the summer. UBS Global Wealth Management’s Jason Draho on where big money is positioned.

DoubleLine’s Jeffrey Gundlach reacts to Fed Chair Powell’s news conference after the fed left rates unchanged. He gives his forecast for the rest of the year. Plus, NewEdge’s Cameron Dawson and CNBC senior markets correspondent Bob Pisani break down the crucial final moments of post-fed decision trade. 

Another day of gains for the major averages. Vital Knowledge founder Adam Crisafulli breaks down the market action. After unveiling a new AI chip, AMD CEO Lisa Su joins to discuss the opportunity for the chipmaker. CrowdStrike CEO George Kurtz discusses the company’s new cybersecurity tool, a chatbot for clients named Charlotte AI. Morgan Stanley hosted its Financials Conference; Leslie Picker discusses the market-moving highlights. Signifyd CEO Rajesh Ramanand on the state of the consumer and inflation on the back of a cooler CPI print. RBC Capital’s Amy Wu Silverman on what the options market says about tomorrow’s Fed decision. 

Can the bullish breakout really be believed? Anastasia Amoroso of iCapital gives her expert market take. Plus, AMD held its AI investor day. Top chip analyst Stacy Rasgon of Bernstein explains how investors should trade the big event. And, Apple got hit with a downgrade from UBS today. Steve Kovach explains why the firm is turning lukewarm on the company after its record run… and what it could mean for the broader market. 

Stocks closed higher today, near session highs as the Nasdaq notched its seventh straight positive close. Cantor Fitzgerald’s Eric Johnston and Cresset Capital’s Jack Ablin break down the market action. Third Bridge’s Scott Kessler reacts to earnings from tech giant Oracle. Zillow Chief Economist Skylar Olsen on the highlights from Zillow’s June housing report and why home prices keep climbing. Thomas Karam, Equitrans Midstream CEO, talks the company’s debt deal and why he is urging more bipartisan work in Washington to ensure energy security. SGH Macro Advisors Chief U.S. Economist Tim Duy looks ahead to this week’s important inflation read and the upcoming Fed decision. Plus, ON Semiconductor Hassane El-Khoury joins after the news that the company is joining Nasdaq-100 index next week.

The next two days are critical for your money … so, what might it mean for this resilient rally? Gabriela Santos from JP Morgan Asset Management, Stephanie Link of Hightower and CNBC’s Steve Liesman give their expert market takes. Plus, the FTC is preparing to go after Microsoft’s acquisition of Activison Blizzard. Malcolm Etheridge of CIC Wealth – a Microsoft shareholder – weighs in on what this could mean for the stock. And, where investors can find opportunity in the energy space amid the oil slide. 

Stocks ended the week higher: the Nasdaq notching its seventh straight weekly gain. Envestnet’s Dana D’Auria and G Squared Private Wealth’s Victoria Wealth break down the market action and look ahead to what will drive the action next week. Unlimited CEO Bob Elliott talks the rally in regional banks and if the turmoil is behind us. Retail traders are finally buying back into the market; is AI the reason? The Wall Street Journal’s Gunjan Banerji on what the data says. Meta is releasing its Twitter competitor. Slow Ventures Co-Founder Sam Lessin on what Meta is trying to achieve and if it will work. Cohesity CEO Sanjay Poonen talks next week’s major software reports: Oracle and Adobe, combining for nearly $500B in market cap. Stat News Senior Writer Matt Herper on the FDA’s Biogen/Eisai decision.

Will this week go down as the one that saw the bull market return or not – regardless of what the numbers might suggest? Fundstrat’s Tom Lee makes his case. Plus, Leslie Picker breaks down a new risk for the big banks. And, Netflix shares jumped on a report of a surge in subscribers. We discuss what that might mean for the rest of the streaming space. 

Stocks closed broadly higher today with tech outperforming. 3Fourteen’s Warren Pies and Annandale Capital’s George Seay break down the market action, including earnings from Docusign and Vail Resorts. Affirm CEO Max Levchin on the company’s partnership with Amazon and what kind of stress his consumers are seeing. Former Atlanta Fed President Dennis Lockhart talks the hot jobless claims number and how it impacts the Fed’s decision next week. Hashicorp shares tumbled in trading today after weak guidance; CEO Dave McJannet weights in on the latest quarter and the macro demand environment. Plus, our Steve Kovach on how Mark Zuckerberg is responding to Apple’s new AR headset. 

With Amazon reportedly pursuing the wireless service business, big tech is turning to broadening broadband services. As giants like Amazon and Apple invest in big satellite constellations, smaller players such as AST SpaceMobile stand to benefit. The AT&T-backed satellite company recently conducted the first-ever phone call from space to everyday mobile devices using its prototype satellite. Chairman and CEO Abel Avellan joins Morgan to discuss the recent milestone and what it means for the broader satellite industry.

Are the bears suddenly sweating as stocks stay resilient? Greg Branch of Veritas Financial Group defends his market stance. Plus, EMJ’s Eric Jackson breaks down Tesla’s latest hot streak and the two things that he thinks could mean further gains for that name. And, Pippa Stevens explains what’s behind crude’s big move today.

The S&P 500 and Nasdaq closed negative, near session lows. BofA Securities’ Jared Woodard and BD8 Capital’s Barbara Doran break down the market action as investors wait next week’s Fed decision. GameStop reported a Q1 loss and announced it was firing its CEO; Ryan Cohen was named executive chairman. Wolfspeed CEO Gregg Lowe discusses his company’s strong stock performance and why silicon carbide is key to its growth story. Affirm shares rallied on news of a partnership with Amazon Pay; MoffettNathanson analyst Eugene Simuni on why it doesn’t change the macro headwinds facing the industry. The WSJ reports Amazon is planning an ad tier for its Prime Video streaming service; the reporter behind the scoop Jessica Toonkel joins to discuss the broader implications for the streaming players. RBC Capital’s Helima Croft on the impact of the Saudi output cuts and where oil goes from here.

Can tech’s incredible run last? Marko Kolanovic from JP Morgan gives his take. Plus, star venture capitalist Rick Heitzmann weighs in on AI and how it could impact the future of the workforce. And, Sofi CEO Anthony Noto breaks down how the student loan payment restart and how it could impact the company’s bottom line.

Major averages closed higher today after yesterday’s weakness. Wells Fargo’s Scott Wren breaks down the market action. Coinbase shares tumbled 12% today after the SEC unveiled a lawsuit against the company; former SEC Chairman Jay Clayton weighs in on the action this week from the SEC against Coinbase and Binance. Sequoia announced it is splitting its firm into three: China-focused, India-focused and the rest of the world. KraneShares CIO Brendan Ahern discusses the current landscape of investing in China. Magic Leap CEO Peggy Johnson discusses her companies headset and its enterprise customer base, plus competing with Apple Vision Pro. Needham’s Laura Martin makes the case for why Apple should buy Disney. Doximity CEO Jeff Tangney talks digital platforms for physicians. 

What does this new frontier mean for the future… and for investors? Brad Gerstner of Altimeter Capital gives his unique, expert take. Plus, a rare interview with AI pioneer Mustafa Suleyman – the co-founder of Deepmind – on the big risks of artificial intelligence. And, we hear from Sridhar Ramaswamy – Neeva co-founder and Snowflake SVP – developed what some are calling a “co-pilot for the enterprise software industry.” He weighs in on the future of AI and the company that he thinks is winning the AI arms race.

Major averages closed lower after last week’s gains. Wells Fargo’s Chris Harvey breaks down the market action. Investors were keyed in on Apple today as the company unveiled its AR headset: Apple Vision Pro. The stock ended the day lower. Bank of America’s Wamsi Mohan on what the $3,500 product means for the stock while Epyllion CEO Matthew Ball talks the implications for the metaverse. The SEC announced it is suing Binance and CEO CZ; Global Digital Asset & Cryptocurrency Association CEO Gabriella Kusz and former SEC Senior Trial Counsel Howard Fischer discuss what it means for the ecosystem and if investors should worry about another FTX situation. Plus, Wedbush’s Michael Pachter on the video game angle of Apple’s announcements.  

Will today’s event keep the momentum going for Apple shares? That is the question shareholders care about most. Shareholders Brenda Vingiello, Nicole Webb from Wealth Enahncement Group and Malcolm Etheridge from CIC Wealth give their expert takes. Plus, Baker Avenue Wealth Management’s King Lip breaks down the headset battle between Apple and Meta. And, senior markets commentator Mike Santoli weighs in on what he’s watching in the week ahead. 

Major averages surged to end the week, leading all three to close positive for the week. 3Fourteen’s Warren Pies and UBS’ David Lefkowitz break down the rally and the markets are primed to hold this breakout. MongoDB surged 28% after posting strong numbers; CEO Dev Ittycheria joins to discuss the company’s quarter and its opportunity in AI. A report saying Amazon might enter the mobile service arena sent other provider stocks tumbling; former AT&T Mobility CEO Glenn Lurie joins to break down the future of the industry. Samsara CEO Sanjit Biswas talks what’s next for the Internet of Things company. Plus, 3M surging over 8% on reports of a possible PFAS settlement and Moor Insights & Strategy’s Patrick Moorhead on what suppliers might benefit from Apple’s new headset coming next week. 

Have the market bulls and economic optimists earned back the benefit of the doubt? Or is this as good as it gets for now? NewEdge’s Cameron Dawson gives weighs in. Plus, we count you down to Apple’s Worldwide Developers Conference. Andrew Uerkwitz of Jefferies breaks down the key products and themes to watch from that big event. And, top analyst Simeon Siegel gives his take on Lululemon’s big move higher.

The major averages closed higher today, though off session highs. Wedbush Securities Head of Equity Trading Sahak Manuelian breaks down the market action and reacts to quarterly results from Broadcom, Lululemon and MongoDB. Former Cisco CEO John Chambers on tech, China and AI. WPP CEO Mark Read discusses the company’s partnership with NVIDIA to use generative AI learning to produce advertising at scale. CFRA’s Angelo Zino breaks down Broadcom’s earnings. BofA’s Ethan Harris previews tomorrow’s jobs report.

Can you trust and depend on this rally as we begin a new month? Wharton Professor Jeremy Siegel gives his expert take. Plus, Chris Harvey from Wells Fargo breaks down the AI arms race and how it holds up to the dotcom bubble of the 90’s. And, Mike Santoli digs in on AI, the big earnings in Overtime, and the Fed. 

Call it a Momentus occasion. Space services startup Momentus has logged a number of milestones since going public—but in that time, the stock has fallen below $1 and faces delisting risk. Morgan sits down with Momentus CEO John Rood to discuss the possibility of a cash crunch, tech and plans to reboost the Hubble telescope. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace

The S&P 500 and Nasdaq closed May higher but the Dow fell over 3%. BD8 Capital’s Barbara Doran breaks down the market action and earnings from Salesforce, Crowdstrike, Okta, Nordstrom, Chewy and Pure Storage. Funstrat’s Tom Lee on why Big Tech stocks still aren’t too rich for investors. Chewy and Pure Storage stocks popped after strong quarterly results. Chewy CEO Sumit Singh broke down the company’s recent quarter and its e-commerce strategy. Pure Strategy CEO Charles Giancarlo on AI and its latest quarter. Plus, why Intel was the top performer today.

Is the summer more likely to bring a swoon or surge for the market? Solus’ Dan Greenhaus and Citi Global Wealth’s Kristen Bitterly give their expert takes. Plus, BlackRock’s Bond King Rick Rieder breaks down the company’s new active ETF, the fed and more. And, Bill Miller IV acquired a majority stake of Miller Value Partners. He explains where he is seeing opportunity in the market right now.

More gains in tech but the Dow closed. Unlimited Funds’ CIO Bob Elliott and Macquarie Group’s Thierry Wizman break down the market action. Earnings from HP, HPE and Box. Roger Ferguson, former Fed vice chairman, discusses the latest developments in the debt ceiling talk after an initial agreement was struck between President Biden and Speaker McCarthy. Oil fell under $70 a barrel for the first time in nearly a month; Citi’s Ed Morse discusses the recent weakness across commodities. Evercore’s Amit Daryanami breaks down earnings from HP and HPE. Plus, Pangaea Policy’s Terry Haines talks posturing versus reality in the next 24 hours of the debt ceiling bill.

Nvidia joined the trillion dollar club today – the first chip stock to reach that milestone. So, what’s next for that stock? Is it time to take and protect some profits? Top analyst Stacy Rasgon and shareholder Bryn Talkington of Requsite Capital give their expert takes. Plus, Lauren Goodwin from New York Life Investment Management is raising the red flag on what she sees as the next threat to stocks. Plus, the key metrics and themes to watch when HP, HPE and Box report after the bell.

Tech stocks extended gains on AI tailwinds as the major averages all closed higher to end the week. Vital Knowledge’s Adam Crisafulli breaks down the market action ahead of the holiday weekend. Marvell jumped 30% today and we replay major AI moments from top CEOs over the past two weeks. Invitation Homes’ CEO Dallas Tanner talks the state of a housing market dealing with sticky inflation and slowing growth. Liberty Street runs an open private fund that lets clients invest in high-profile private companies. CIO Christian Munafo discusses hot names and strategy. Autodesk CEO Andrew Anagnost on the company’s quarter and its opportunities in AI. Plus, Velocity Global CEO Frank Calderoni on offshoring and our Phil LeBeau on what is expected to be a crazy travel weekend. 

Fundstrat’s Tom Lee and NewEdge’s Cameron Dawson weighs in on the big run in tech stocks – and what’s next for the sector. Plus, Eric Jackson from EMJ weighs in on the big AI boom. And, market expert Mike Santoli breaks down what to watch as we head into a shortened, holiday trading week.

The Dow was lower for the fifth straight session but NVIDIA led the tech and the S&P 500 higher after blowout earnings. NZS Capital’s Brad Slingerlend and JPMorgan’s Mira Pandit broke down the market action along with earnings from Marvell, Autodesk, RH, Costco and Gap. The AI explosion is in full force; C3.AI CEO Tom Siebel talks what’s next for the industry. Telsey Advisory Group CEO Dana Telsey breaks down the retail scene right now as companies report stronger-than-expected margins. Virgin Galactic had its first successful space flight in nearly two years. Morgan spoke with Navy Secretary Carlos del Toro on the USS Wasp during Fleet Week in an exclusive interview talking global tensions, trade, AI in the Navy and more. Plus, Medtronic CEO Geoffrey Martha on AI in medical devices.