Averages closed lower for the second straight day as debt ceiling talks yielded no deal. NewEdge’s Ben Emons and JPMorgan’s Jack Caffrey break down the market action as volatility increases. Huge Overtime moves from Snowflake and NVIDIA after reporting numbers. Atlas Capital’s Bob Diamond talks the latest Fed minutes release. Needham’s Raji Gil breaks down Nvidia’s huge move after a strong guidance: the company stock touching an all-time high in after hours. Madrona Venture’s Matt McIlwain on the earnings from NVIDIA and Snowflake and what AI means for both companies. NASA Administrator Bill Nelson on the new space economy and the companies at the vanguard of the movement. 

Stocks drifted lower throughout the day as debt ceiling talks stalled. BD8’s Barbara Doran and Edward Jones’ Craig Fehr broke down the market action. Earnings from Palo Alto Networks and Toll Brothers. Adobe CEO Shantanu Narayen discussed his company’s major announcement on AI in Photoshop while also touching on the ethical implications of AI. Yelp stock soared after activist shareholder TCS Capital sent a letter to the board demanding it explore a sale. TCS President Eric Semler joined the show to talk why his plan makes the most sense for shareholders. Benefit Street Partners President Richard Byrne talks the current opportunities in credit markets. Plus, our Steve Kovach on Apple and Broadcom’s multibillion-dollar deal for US-made chips.

Tech has been on a tear … and T. Rowe Price’s Dom Rizzo says it doesn’t look like its strong run is over. He explains. Plus,  New York Life Investment’s Lauren Goodwin weighs in on new COVID concerns in China. Plus, AJ Oden from JP Morgan breaks down where he is seeing opportunity in the market right now. 

The Nasdaq closed higher while the Dow fell in today’s session. Wells Fargo’s Darrell Cronk and Baird’s Ross Mayfield break down the market action. Is China’s economic reality less rosier than the investment banks are forecasting? Rockefeller International’s Ruchir Sharma makes the case for why investor should be wary of the strong bounceback story. A new study shows a Pfizer oral weight loss drug is as effective or even quicker than Ozempic’s injection; BMO analyst Even Seigerman on the investment prospects. Apollo Global’s Torsten Slock on the debt ceiling negotiations and the economic impact that’s already occurring. TransUnion CEO Chris Cartwright on why the American consumer remains strong. Plus, Zoom popped initially on strong earnings numbers; Evercore’s Peter Levine discusses the latest quarter. Tiffany is reopening its flagship store and our Robert Frank gives us a tour and what it means for the share price.

Can anything stop the mega cap melt-up? Morgan Stanley’s Erik Woodring gives his expert opinion. Plus, Gabriela Santos of JP Morgan Asset Management weighs in on the hawkish commentary from two Fed presidents today. And, Wells Fargo’s Mike Mayo breaks down all of Jamie Dimon’s comments at the JP Morgan Investor Day.

Indices closed lower, snapping a two-day win streak. G Squared Private Wealth’s Victoria Greene and BNP Paribas’ Carl Riccadonna break down the market action. After testifying in front of the Senate oversight committee on financial regulation, Acting Comptroller of the Currency Michael Hsu joins to talk steps to restore confidence in the banking system. David Sacks, Craft Ventures co-founder, on Montana’s TikTok ban and if there is any chance it actually sticks, plus investing in China during high geopolitical tensions. Cadre CEO Ryan Williams discusses opportunities in the distressed commercial real estate sector and where he sees the most upside. Plus, how Blue Origin landed a NASA contract and Khan Academy Founder Sal Khan on bringing AI to education. 

Are stocks about to break out or break down? Tony Pasquariello from Goldman Sachs gives his forecast. Plus, Vantage Rock’s Avery Sheffield explains the key for investing in consumer stocks. And, Former Fed Vice Chair Richard Clarida weighs in on inflation, rate hikes and where he sees the economy headed from here.

Stocks closed near session highs, after surging into the close. That makes back-to-back positive sessions for the major indices. Ariel Investments’ Charlie Bobrinskoy and Citi’s Scott Chronert talk the market action. NVIDIA touched a 52-week high as its roll continues. Bernstein’s senior research analyst Stacy Rasgon breaks down much more room there could be to run for the high-flying stock. Betterment CEO Sarah Levy on the impact of the regional banking crisis on fintech. Raymond James’ Sunaina Sinha Haldea on why there are still trillions of dollars in dry powder among private equity firms – and what it might take for dealmaking to return. Plus, former Walmart US CEO Bill Simon on Walmart’s strong quarter and the state of the consumer. 

Apple,  Alphabet and Microsoft all getting in on the AI battle. But is all of this AI hope leading to way too much AI hype? Stephanie Link of Hightower, Joe Terranova of Virtus and Big Technology’s Alex Kantrowitz give their expert takes. Plus, Sofi’s Liz Young reacts to St. Louis Fed President James Bullard’s comments on inflation and future rate hikes. And, Netflix shares surged in today’s session despite worries surrounding the writer’s strike. We dig in on what’s sending that name higher and what it could mean for the rest of the streamers. 

Agriculture equipment-maker Deere is betting big on space. The company is seeking to expand into satellite services, with CTO Jahmy Hindman leading the charge. Morgan sits down with Hindman to discuss why the company finding ways to offer more value and services to a global customer base through space. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace

Major averages closed higher today. It was the best day for the indices since May 5. Wells Fargo’s Chris Harvey breaks down what’s behind the surge. ServiceNow and NHL announce a partnership; CEO Bill McDermott and Commissioner Gary Bettman join to discuss. McDermott talks the company’s Knowledge conference and its plans for AI in enterprise. NVIDIA CEO Jensen Huang sat down with our Jon Fortt in an exclusive interview talking the promise and peril of AI and scaling software. As questions swirl the regional banks, Todd Harper, Chairman of the National Credit Union Administration, discusses how to strengthen belief in the system. Smith Point Capital CEO Keith Block on spending levels in enterprise software and what it means for global demand. Earnings from Take-Two Interactive and Cisco.

Are stocks about to actually break out of this range they’ve been in? Cheryl Young of the Rockefeller Family Office and New Edge’s Cameron Dawson give their expert market takes. Plus, Tesla shareholder – Bryn Talkington – weighs in on Elon Musk’s comments regarding his controversial tweets and how it could impact his business. And, Leslie Picker shares billionaire businessman Marc Lasry’s latest call on rates. 

The major averages closed lower, near session lows. Vital Knowledge’s Adam Crisafulli and Alejandra Grindal, Ned Davis Research Chief Economist, break down the market action as the US creeps closer to a potential default. Congressional leaders speak after another meeting at the White House. OpenAI CEO Sam Altman spoke before Congress today; our Steve Kovach reports on the key takeaways and Cloudflare CEO Matthew Prince on how AI will impact his business. Tesla annual meeting is tonight; our Phil LeBeau on what investors are watching most closely. SAP CEO Christian Klein on AI and the cloud, plus Nubank reported strong quarterly numbers from its business as a digital bank in Latin America. CEO David Velez on the company’s expansion since its 2021 IPO. 

Major averages closed higher, reversing losses in morning trading. Oakmark’s Tony Coniaris on where is finding value in this market. Plus AEI’s Jimmy Pethokoukis and JPMorgan’s Mike Feroli break down the impact debt ceiling talks are having on the market. Shake Shack shares had a strong day after activist investor Engaged Capital disclosed a 6.6% stake; 13D Founder Ken Squire on why there have been so many high-profile campaigns in 2023. Mortgage Bankers Association CEO Bob Broeksmit on the hottest areas in the country. Wedbush’s David Nierengarten on the hottest takeover targets in the biotech sector.  

Major averages closed lower to end the week, marking two straight negative weeks for the Dow and S&P 500. Crossmark’s Bob Doll and GenTrust’s Mimi Duff break down the week of action and look ahead to next. Anduril Industries ranked #7 in this year’s CNBC Disruptor 50; founder Palmer Luckey talks all things defense, including the role of AI in the industry. Our Julia Boorstin takes a look at the possible impact Twitter’s new CEO will have on its ad revenue. Perrigo CEO Murray Kessler on the FDA advisory panel voting to recommend the company’s OTC birth control. Plus, three key stocks picks for your portfolio from Bruderman & Co.’s James Bruderman.

Elon Musk stepping aside as CEO of Twitter – presumably to spend more time on everything else he has going on… including Tesla. That stock is now looking for momentum. EMJ’s Eric Jackson gives his forecast.  Plus, Morgan Stanley’s Chris Toomey says one sector is “priced to perfection.” He explains which one and why. And, Jessica Inskip of Options Play highlights the key technical levels investors should be watching.

Dow closed lower today, dragged down by Disney. The S&P 500 also fell while the Nasdaq ended in the green. 248 Ventures’ Lindsey Bell and Annandale Capital’s George Seay talk today’s market action. CFPB Director Rohit Chopra, who sits on the FDIC Board, discusses the FDIC’s proposal to replenish its $16B hole in deposit insurance after a string of bank failures. He also talks the CFPB’s new guidelines for personal financial data. Unity Software popped after a strong quarterly report; CEO John Riccitiello discusses what’s next. Andreessen Horowitz’s Katherine Boyle joins on the firm’s new investing in “American Dynamism” fund and why founders are excited to invest in companies that move America’s institutions forward. Plus, MoffettNathanson’s Michael Nathanson talks the Disney bull case after its worst day in six months.

Wedbush’s Dan Ives is calling Alphabet’s latest push is a defining moment in the AI race. He makes his case. Plus, Capital Wealth Planning’s Kevin Simpson breaks down where he is finding opportunity amid all of the volatility. And, Marci McGregor of Bank of America Merrill Lynch explains why she thinks defense is the best strategy in this market right now. 

While publicly traded space startups have seen prices plummet back to earth since spinning off as SPAC companies, some investors are finding opportunities in the sector. Morgan discusses the investing landscape with ProcureAM CEO Andrew Chanin, whose firm issues the first pure-play space ETF. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace

Earnings season for New Space is kicking into high gear, some analysts are seeing a tale of two companies. Morgan chats with Ron Epstein, Bank of America analyst, to break down results from Virgin Galactic and Rocket Lab – and why he sees a $1 trillion dollar opportunity in space. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace

Averages closed near session highs with S&P 500 and Nasdaq in the green and Dow slightly negative. Axonic’s Peter Cecchini and Vital Knowledge’s Adam Crisafulli talk the market action and react to a raft of earnings including Robinhood, Unity Software and Beyond Meat. Dow component Disney fell after reporting earnings. Wolfe Research’s Peter Supino broke down the negative investor reaction while former Amazon Studios head Matthew Ball talked long-term streaming strategy. Fresh from the stage at Google I/O conference, Google Cloud CEO Thomas Kurian talked the new AI tools GCP is offering and the intense cloud competition among big tech giants. Plus, Twilio CEO Jeff Lawson after his stock tumbled following weak guidance.

What is the catalyst for stocks to move higher? Is it rate cuts? Tom Lee of Fundstrat gives his forecast. Plus, Disney is set to report after hours. Victoria Fernandez of Crossmark Global Investments owns the stock and gives her take on what she’s watching from those numbers. And, Former Fed Governor Frederic Mishkin weighs in on the inflation situation and what the Fed might do next.

Major averages closed lower today. Wilmington Trust’s Meghan Shue and Decatur Capital CEO Degas Wright break down the market action amid earnings from Affirm, Airbnb, EA, Wynn, Occidental, Rivian, Twilio and IAC. IBM CEO Arvind Krishna weighs in on the company’s new AI offering Watsonx and the macro environment in tech spending. Former Atlanta Fed President Dennis Lockhart weighs in on the debt ceiling talk and when the market will begin to worry. Plus, GlobalFoundries CEO Thomas Caulfield talks the semiconductor business and whether there are signs of softening. Our Julia Boorstin launches this year’s Disruptor 50 list. 

…or is it getting worse? And what – if anything – can get us out of this stubborn trading range? Courtney Garcia of Payne Capital gives her take. Plus, Mark Okada of Sycamore Tree Capital is forecasting a recession – he explains the big catalyst behind that call. And, Mike Santoli weighs in on what the debt ceiling duel could mean for the markets. 

Secretary Yellen joined in a live interview, saying she can’t rule out a recession but doesn’t think it’s the most likely path for the US economy. She also said there are no good options if the debt ceiling isn’t raised. Markets ended the session little changed. Miller Tabak’s Matt Maley and Cantor Fitzgerald’s Eric Johnston break down the market action. Earnings from PayPal, Palantir, Lucid. Unlimited CEO Bob Elliot on the latest developments in the regional banking crisis. Our Julia Boorstin previews CNBC’s Disruptor 50. 

What should investors be doing right now with many major issues still unsettled? Trivariate’s Adam Parker and Nicole Webb of Wealth Enhancement Group give their expert market takes. Plus, Rashaun Williams of Manhattan Venture Partners weighs in on the state of the IPO market and if he thinks a thaw is happening in the space. And, JPMorgan’s Meera Pandit is breaking down recession risks and if rate cuts could be on the table in 2023.

Markets surged to end the week, but it wasn’t enough for the Dow and S&P 500 to close positive week-to-date. The Nasdaq eked out a green week. Crossmark Global’s Victoria Fernandez and PIMCO’s Tony Crescenzi broke down the week that was and the week ahead while Renaissance Macro’s Neil Dutta talked the Fed impact. GTIS Partners CIO Tom Shapiro discussed the regional bank turmoil and why investors are worried about the commercial real estate market. Shift4 CEO Jared Isaacman discussed consumer spending and summer trends, plus reacted to a recent short seller report targeting his company. Janus Henderson Investments CEO Ali Dibadj on the retail investor and client flows amid recent market volatility. CNH Industrial CEO Scott Wine talked the global demand picture and how agriculture and construction sectors are holding up.

Can this teetering rally go much further in the weeks ahead – especially if the Fed is finished? Professor Jeremy Siegel of the Wharton School gives his take. Plus, Former Federal Reserve Vice Chairman Richard Clarida weighs in on the road ahead for the Fed and the odds of a recession. And, the WSJ’s Gunjan Banerji breaks down the crucial moments of the trading week.

Fourth straight day of losses for the major averages as regional bank worries continued to spook investors although stocks closed well off worst levels. Apple reported earnings. We have you covered from every angle with Evercore’s Amit Daryanani, Fortt Pitt’s Daniel Eye and Patrick Moorhead of Moor Insights and Strategy. Bespoke’s Paul Hickey joined us to break down the market action from a busy Overtime of earnings, including: Block, Coinbase, Booking Holdings, Expedia and Lyft. DoorDash shares popped after a strong quarter; CEO joined Jon Fortt in an exclusive interview to talk the quarter. Randal Quarles, former Fed Vice Chair for Supervision, discussed the continued weakness in regional banks and what happens if there is another sale. 

Apple is reporting results after the bell in Overtime. Star Wedbush Analyst Dan Ives breaks down what to watch and what’s at stake. Plus, Dubravko Lakos of JP Morgan breaks down what the fed’s next move might be. And, Lauren Goodwin of New York Life weighs in on the turmoil in the regional banks.

The International Space Station’s calendar is loaded with human spaceflights this year— but with Axiom Space’s Ax-2 mission delayed, a traffic jam may be underway. Morgan speaks with Axiom board member and former Blue Origin president, Delalune Space CEO Rob Meyerson to discuss Ax-2, the future of manufacturing and the lunar economy. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace

Stocks slid into the close today after Fed Chair Jay Powell’s press conference. Jefferies Chief Market Strategist David Zervos and Unlimited CEO Bob Elliott break down the market’s reaction to the Fed’s 10th hike in a little over 12 months. Former Fed Vice Chair Alan Blinder and former CEA Chair Jason Furman read the tea leaves from Powell and the Fed. Qualcomm shares slid in Overtime after issuing weak guidance; Susquehanna analyst Chris Rolland discussed what investors should do with the stock. Host Hotels CEO Jim Risoleo joins the show after the company posted strong earnings and raised its full-year forecast; he talks the state of his customers and where they are spending money. Plus, Bernstein’s Toni Sacconaghi previews tomorrow’s big tech behemoth reporting: Apple.

Bond king Jeffrey Gundlach of Double Line gives his first, exclusive take to the fed’s rate hike and Chair Powell’s news conference. Plus, Sofi’s Liz Young drills down on the big market headwinds that could be ahead for investors. And, Charles Schwab’s Liz Ann Sonders breaks down what is at stake … and if there could be more rate hikes ahead.

Stocks fell sharply today, although off worst levels after paring some losses in the final hours of trading. Regional banks were among the hardest hit stocks; Vital Knowledge’s Adam Crisafulli on why this selling feels worse than in March. iCapital’s Anastasia Amoroso gives her take on the market action and earnings so far. It was a busy day of earnings, including: Ford, Starbucks, AMD and Simon Property. An exclusive interview with Microstrategy Executive Chairman Michael Saylor after the company posted strong earnings; he weighs in on bitcoin’s rally, the company’s dual strategies and why the banking crisis is bullish for crypto. Chegg stock fell nearly 50% after warning AI was hurting potential new business; CEO Dan Rosensweig joined in an exclusive interview to discuss why investor fears were “overblown.” Wedbush analyst Matt Bryson on AMD’s quarter and the stocks weakness in Overtime. Box CEO Aaron Levie talks the upside of AI for human productivity…with the right guardrails. 

It was an ugly day on Wall Street ahead of tomorrow’s crucial Fed decision. CNBC Senior Markets Commentator Mike Santoli, New Edge’s Cameron Dawson and Cantor’s Eric Johnston give their market takes. Plus, David Chiaverini from Wedbush breaks down the big move lower in regional banks. And, top chip analyst Stacy Rasgon weighs in on the semi space… and what is at stake as AMD reports in Overtime. 

Stocks close mostly lower, paring some afternoon gains. The Bahnsen Group’s David Bahnsen and Invesco’s Brian Levitt break down how earnings have fared so far. Former Uber Chief Business Officer Emil Michael talks possible green shoots for the IPO market, including a potential ARM offering. EQT CEO Toby Rice discusses his company’s stock outperformance despite natural gas prices falling. Former Reserve Bank of India Governor Raghuram Rajan on JPMorgan’s First Republic acquisition. 

… or is the old cliché “sell in May and go away” your best strategy? Josh Brown of Ritholtz Wealth Management and Marci McGregor of Bank of America Merrill Lynch give their expert market takes. Plus, Fundstrat’s Mark Newton is breaking down the key S&P level to watch ahead of this week’s Fed meeting. Plus, a rundown of what to watch when MGM reports results. 

Stocks surging to close out the week as the Dow posts its best month since January. Intel CEO Pat Gelsinger discusses the chipmaker's latest earnings and the outlook for chip demand. Former FDIC Chair Sheila Bair reacts to the FEd's latest data on bank balance sheets. The Production Board CEO David Friedberg discusses how fears over banks is impacting the credit environment. And Cowen's Shaul Eyal on the cybersecurity stocks that could be the big winners from more industry consolidation.

Hopes for a deal that could keep First Republic afloat and independent are dimming – but a government-enabled solution could be taking shape. David Faber breaks down the latest.  Plus, Lauren Goodwin of New York Life Investments and Stephanie Link from Hightower weigh in on the week that was … and what’s at stake for stocks next week. And, Greg Branch of Veritas Financial says that stocks could retest the October lows – and it could happen sooner than you might think. 

Averages surged today with the Dow posting its best day since January. BD8 Capital’s Barbara Doran breaks down the action on the busiest day of earnings. L3Harris CEO Chris Kubasik joined in an exclusive interview after the company posted strong earnings. Amazon gained sharply in overtime on strong results; Arjuna Capital’s Natasha Lamb and Raymond James’ Aaron Kessler break down the move while former exec and CommerceIQ CEO Guru Hariharan discussed the e-commerce side of the tech giant. Plus, our Deirdre Bosa spoke with Amazon’s CFO and Morgan dove deep on the company’s space ambitions. Intel also reported; shares were volatile. Susquehanna’s Chris Rolland on why he is becoming more favorable towards the stock. 

Will Amazon’s earnings keep the momentum going for the mega-caps? Evercore’s Mark Mahaney gives his take ahead of those key numbers. Plus, stocks got a big pop in today’s session with the Dow jumping more than 500 points. Ed Yardeni of Yardeni Research breaks down the crucial, final moments of trade. And, T. Rowe Price’s Sebastien Page weighs the odds of a “market zombie apocalypse.”

While the most powerful rocket ever built didn’t reach orbit last week, SpaceX’s back to launching its other super heavy-lift rocket. A Falcon Heavy will carry the first of Viasat’s newest satellites for its next constellation as early as Thursday night. Morgan discusses the mission with Viasat co-founder & chairman Mark Dankberg—alongside the business of connectivity, cybersecurity following its Russian hack last year and its pending merger with Inmarsat. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace

While private space investment plummeted back to earth in the recent capital drought, VCs may be looking for a rebound. According to Seraphim Space Index, total investment rebounded 75% to $1.4 billion. Morgan sits down with Seraphim Space CEO Mark Boggett at the Space Symposium to discuss the private market landscape and his outlook. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace

Nasdaq finished higher after strength from big tech and software, but Dow and S&P 500 posted their second straight negative session. Vital Knowledge’s Adam Crisafulli broke down the market action amid another raft of earnings. Meta stock soared in overtime; Bernstein analyst Mark Shmulik and Mighty Capital’s SC Moatti give instant reaction to the company’s strong quarter. Neuberger Berman’s Joseph Amato on what earnings season has told investors so far. Norfolk Southern CEO Alan Shaw joins Morgan in an exclusive interview to discuss the quarter and what’s next in East Palestine, Ohio. Boston Scientific posted a strong quarter; Jon sat down with CEO Mike Mahoney on patient demand returning for elective procedures. Plus, earnings from Roku, Mattel, ServiceNow, Ebay and Teladoc.  

Meta preparing to report results after the bell after beats from Microsoft and Alphabet. But the big, looming question is: can Meta’s momentum continue after a strong run this year? Bryn Talkington of Requisite Capital and George Seay of Annandale give their expert takes. Plus, Disney is suing Florida Governor Ron Desantis over what the company is calling a “relentless campaign to weaponize government power.” NYT columnist Jim Stewart – who wrote the book on Disney – weighs in. And, we debate the state of the consumer with Victoria Fernandez from Crossmark Global.