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Worldwide Exchange delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversation with key leaders, analysis of business and investor trends, and impact across international markets.
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August CPI Report & Presidential Debate Analysis 9/11/24

August CPI Report & Presidential Debate Analysis 9/11/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
43:3411/09/2024
Fed Rate Cuts' Banking Impact 9/10/24

Fed Rate Cuts' Banking Impact 9/10/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
43:2710/09/2024
The September Effect & Implications of Apple Event 9/09/24

The September Effect & Implications of Apple Event 9/09/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
43:4109/09/2024
August Jobs Report, Presidential Fundraising & AI Chip Spending 9/06/24

August Jobs Report, Presidential Fundraising & AI Chip Spending 9/06/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:4806/09/2024
Uncertainty of Fed Rate Cuts & The Business of the NFL 9/05/24

Uncertainty of Fed Rate Cuts & The Business of the NFL 9/05/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:4505/09/2024
Chip Industry Under Pressure & Recent Market Sell-Off 9/04/24

Chip Industry Under Pressure & Recent Market Sell-Off 9/04/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:2704/09/2024
Retailers Capitalizing on Value 9/03/24

Retailers Capitalizing on Value 9/03/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:1303/09/2024
Fed Rate Cut Hopes & Tracking the Transport Bounce-Back 8/30/24

Fed Rate Cut Hopes & Tracking the Transport Bounce-Back 8/30/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
40:5730/08/2024
Nvidia & The Early Stages of AI 8/29/24

Nvidia & The Early Stages of AI 8/29/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:3629/08/2024
Nvidia Results & Global Outage Financial Impact 8/28/24

Nvidia Results & Global Outage Financial Impact 8/28/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:4728/08/2024
Nvidia Earnings Preview & The Health of the Consumer 8/27/24

Nvidia Earnings Preview & The Health of the Consumer 8/27/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:4527/08/2024
Demand for AI & Fed Rate Cuts 8/26/24

Demand for AI & Fed Rate Cuts 8/26/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:4826/08/2024
Crypto's 2024 Financial Influence, Nvidia & Fed Rate Cut Expectations 8/23/24

Crypto's 2024 Financial Influence, Nvidia & Fed Rate Cut Expectations 8/23/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:4423/08/2024
Harris vs. Trump on Business & Earnings from Walmart and Target 8/22/24

Harris vs. Trump on Business & Earnings from Walmart and Target 8/22/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:5022/08/2024
Home Depot, Lowe's & The Consumer 8/21/24

Home Depot, Lowe's & The Consumer 8/21/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:5221/08/2024
Lowe’s Q2 Earnings, Crude Prices & Gaming Operations Eyeing Brazil 8/20/24

Lowe’s Q2 Earnings, Crude Prices & Gaming Operations Eyeing Brazil 8/20/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:4820/08/2024
Volatility in Focus & Expectations of a Fed Rate Cut 8/19/24

Volatility in Focus & Expectations of a Fed Rate Cut 8/19/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:2619/08/2024
Wall Street's Moves Around Crypto & The American Consumer 8/16/24

Wall Street's Moves Around Crypto & The American Consumer 8/16/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:4716/08/2024
Walmart’s Q2 Results 8/15/24

Walmart’s Q2 Results 8/15/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:3815/08/2024
NY Republicans Eye Salt Cap Reform 8/14/24

NY Republicans Eye Salt Cap Reform 8/14/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:4414/08/2024
Key Inflation Reports, Home Depot Earnings, and Mixed Market Action 8/13/24

Key Inflation Reports, Home Depot Earnings, and Mixed Market Action 8/13/24

Investors are in a wait-and-see mode ahead of two key inflation reports this week. Regions Wealth Management's Alan McKnight explains. Plus, Home Depot reports earnings today, offering insight into the state of inflation and the economy. KKM Financial's Jeff Kilburg tees up the results. And, markets are coming off yesterday's mixed session. Powers Advisory Group's Matt Powers discusses.
42:3913/08/2024
Pulse of the Consumer, Disney's Theme Park Plans, and Fed Independence 8/12/24

Pulse of the Consumer, Disney's Theme Park Plans, and Fed Independence 8/12/24

It could be a make-or-break week for the markets as the consumer takes center stage. Mizuho's David Bellinger discusses. Plus, Disney has unveiled massive plans for its theme parks. Seaport Research's David Joyce dives into the key takeaways. And, Donald Trump and Kamala Harris have differing takes on whether the Federal Reserve should be independent from the White House. FedWatch Advisors' Ben Emons explains.
42:3812/08/2024
Travel Segment Slowdown, Real Estate Rebound, and the Case for Dividends 8/9/24

Travel Segment Slowdown, Real Estate Rebound, and the Case for Dividends 8/9/24

Expedia is warning of a slowdown in demand for travel, becoming the latest company to raise those red flags. Milken Institute's Bill Lee and Innovator Capital Management's Tim Urbanowicz discuss. Plus, lower rates could be a boon for the real estate market. Hines' David Steinbach lays out what he's seeing. And, which stocks should investors plan to ride once the easing cycle begins? Ned Davis Research's Ed Clissold makes the case for dividends.
42:4809/08/2024
Small-Cap Trade, Freight Market Softness, and Weight-Loss Drug Pricing Pressures 8/8/24

Small-Cap Trade, Freight Market Softness, and Weight-Loss Drug Pricing Pressures 8/8/24

Small and mid-cap stocks are in correction mode after posting one of their best July's ever. MapSignals' Alec Young lays out how to play the space. Plus, RXO says a soft freight market is weighing on revenue. CEO Drew Wilkerson explains. And, Eli Lilly reports results today after rival Novo Nordisk warned of pricing pressures in the weight-loss drug industry. Tema ETFs' Maurits Pot discusses the outlook.
42:5708/08/2024
Disney Earnings, Harris' Running Mate, and GXO Record Revenue 8/7/24

Disney Earnings, Harris' Running Mate, and GXO Record Revenue 8/7/24

Disney reports earnings this morning, one day after the company announced price hikes for Disney+, Hulu, and ESPN. Lido Advisors' Gina Sanchez previews the results. Plus, Vice President Kamala Harris has chosen Minnesota Governor Tim Walz as her running mate. American Enterprise Institute's Jimmy Pethokoukis explains. And, GXO reported record revenue during its most recent quarter. CEO Malcolm Wilson discusses.
42:4707/08/2024
Portfolio Protection, Utility Stocks Pop, and Caterpillar Earnings 8/6/24

Portfolio Protection, Utility Stocks Pop, and Caterpillar Earnings 8/6/24

The ongoing market volatility has investors scrambling to find ways to protect their portfolios. Apex Financial's Lee Baker lays out his investment strategy. Plus, in the sea of red, the utilities sector has managed to eke out a gain in the past week. Mizuho's Anthony Crowdell makes the case for the sector. And, Caterpillar reports earnings before the bell today. CFRA's Jonathan Sakraida tees up the results.
42:2406/08/2024
Heavy Selling Pressure, Tech’s Worst Drop in 2-Years, and Berkshire Dumps Apple 8/5/24

Heavy Selling Pressure, Tech’s Worst Drop in 2-Years, and Berkshire Dumps Apple 8/5/24

Futures are pointing to more selling pressure today following Friday’s decline. An all-star panel of strategists discusses where to position from here. Plus, tech is coming off its worst drop in two years, with all Magnificent 7 stocks excluding Apple now in correction territory. Laffer Tengler Investments’ Nancy Tengler lays out what comes next. And, Apple may be safe from correction for now, but Berkshire Hathaway has sold nearly half its stake in the company. R360’s Barbara Goodstein explains.
42:5005/08/2024
Intel Sinking, Apple and Amazon Under Pressure, and the Monthly Jobs Report 8/2/24

Intel Sinking, Apple and Amazon Under Pressure, and the Monthly Jobs Report 8/2/24

Global markets are under pressure as Intel weighs on the Dow. Wedbush's Matt Bryson explains. Plus, Amazon and Apple are also lower following their earnings reports. Clockwise Capital's James Cakmak discusses. And, the monthly jobs report comes with even higher stakes following a string of weak economic reports. The Conference Board's Steve Odland gives his expectations.
42:3302/08/2024
September Cut Incoming, Meta Shares Surge, and Second Trump Presidency 8/1/24

September Cut Incoming, Meta Shares Surge, and Second Trump Presidency 8/1/24

The Fed says a September rate cut is likely after keeping borrowing costs steady during its latest meeting. Moody's Analytics' Mark Zandi explains. Plus, shares of Meta are popping after the company reported a 22% increase in revenue. Visible Alpha's Melissa Otto and Cleo Capital's Sarah Kunst dig into the quarter. And, what could a second Trump presidency mean for the economy? Evercore ISI's Krishna Guha gives his take.
42:3201/08/2024
Fed Decision Today, Microsoft's Cloud Miss, and Starbucks Same-Store Sales Decline 7/31/24

Fed Decision Today, Microsoft's Cloud Miss, and Starbucks Same-Store Sales Decline 7/31/24

The Fed is largely expected to keep rates steady at its meeting today. Apollo's Torsten Slok and Wall Street Journal's Gunjan Banerji preview the decision. Plus, shares of Microsoft are lower after the company reported its first miss on cloud revenue since 2022. Bernstein's Mark Moerdler explains. And, Starbucks shares are popping despite a decline in same-store sales. Wedbush's Nick Setyan digs into the results.
42:5231/07/2024
Busiest Week of Earnings Season, AI's Investing Impact, and Central Bank Triple Threat 7/30/24

Busiest Week of Earnings Season, AI's Investing Impact, and Central Bank Triple Threat 7/30/24

It's the busiest week of earnings season, with a third of the Dow and S&P 500 set to report. KKM Financial's Jeff Kilburg tees up results from Microsoft. Plus, investors will be on the lookout for any mentions of AI within those reports. Morningstar CEO Kunal Kapoor discusses what his business is seeing. And, the Bank of Japan and Federal Reserve kick off a flurry of central bank decisions. Goldman Sachs' Tomohiro Ota explains.
42:4630/07/2024
Big Tech Earnings, Critical Week for Markets, and McDonald's Results 7/29/24

Big Tech Earnings, Critical Week for Markets, and McDonald's Results 7/29/24

The recent rotation out of big tech faces its next test as four of the Magnificent 7 stocks get set to report earnings. Wedbush's Dan Ives gives his expectations. Plus, it's a critical week for the markets, with the Fed meeting and monthly jobs report on tap. Carson Group's Ryan Detrick and Clough Capital's Vince Lorusso discuss. And, McDonald's is also out with results today. Morgan Stanley's Brian Harbour tees up the numbers to watch.
42:3829/07/2024
June PCE, Energy & the Election, and the State of Health Care 7/26/24

June PCE, Energy & the Election, and the State of Health Care 7/26/24

Investors are preparing for the latest look at inflation with PCE out this morning. Former Fed Vice Chairman Roger Ferguson tees up the report. Plus, Former President Barack Obama is endorsing Vice President Kamala Harris in her bid for the White House. RBC's Helima Croft explains what a Harris presidency might mean for oil prices. And, shares of Universal Health Services are coming off a new 52-week high following strong second quarter earnings. CEO Marc Miller discusses.
42:3926/07/2024
Worst Stock Sell-Off Since 2022, AI-Proofed Portfolio, and Luxury Sector Slowdown 7/25/24

Worst Stock Sell-Off Since 2022, AI-Proofed Portfolio, and Luxury Sector Slowdown 7/25/24

Stocks are coming off their worst day since 2022. Bleakley Financial Group's Peter Boockvar, MRB Partners' Phillip Colmar, and InfraCap's Jay Hatfield discuss. Plus, how can investors AI-proof their portfolio? Chantico Global's Gina Sanchez gives three stocks to watch. And, a luxury slowdown is sweeping across Europe. TEMA ETFs' Javier Gonzalez Lastra explains.
42:5325/07/2024
Tesla's Fourth Straight Miss, Alphabet's Ad Sales Decline, and Big Tech's Market Drag 7/24/24

Tesla's Fourth Straight Miss, Alphabet's Ad Sales Decline, and Big Tech's Market Drag 7/24/24

Tesla shares are sinking after the EV maker missed earnings estimates for the fourth straight quarter. CFRA's Garrett Nelson explains. Plus, Alphabet is also under pressure as investors focus on the decline in YouTube ad sales. Wolfe Research's Shweta Khajuria dives into the report. And, the drag on Big Tech is weighing on the rest of the market. Delancey Wealth Management's Ivory Johnson and Pivotal Advisors' Tiffany McGhee discuss.
42:4524/07/2024
Busy Day of Earnings, Tech Stocks Rebound, and the Manufacturing Economy 7/23/24

Busy Day of Earnings, Tech Stocks Rebound, and the Manufacturing Economy 7/23/24

It's a busy day of earnings, with Alphabet, Tesla, and UPS all reporting today. NorthStar Asset Management's Nimrit Kang, GraniteShares' Will Rhind, and Bank of America's Ken Hoexter tee up the numbers to watch. Plus, the S&P 500 is coming off its best day in more than a month as tech stocks rebound from last week's sell-off. The Wealth Consulting Group's Jimmy Lee and Truist's Keith Lerner explain. And, what is the manufacturing sector signaling about the overall economy? Snap-on CEO Nick Pinchuk weighs in.
42:4923/07/2024
President Biden Drops Out, Global IT Outage, and Busy Week of Earnings 7/22/24

President Biden Drops Out, Global IT Outage, and Busy Week of Earnings 7/22/24

President Biden has ended his re-election campaign and is now endorsing Vice President Kamala Harris as the Democratic nominee. Fordham Global Foresight's Tina Fordham and Stifel's Brian Gardner give the latest. Plus, companies around the world are still reeling from Friday's global IT outage. Tenable CEO Amit Yoran discusses what this means for the broader cyber security landscape. And, investors are awaiting a busy week of earnings and economic data. Citi's Steven Wieting explains.
43:3022/07/2024
Nasdaq Rebound, Netflix Earnings, and Navigating Volatility 7/18/24

Nasdaq Rebound, Netflix Earnings, and Navigating Volatility 7/18/24

The Nasdaq is pointing towards a possible rebound this morning after logging its worst one-day loss since 2022. GAM Investments' Paul Markham discusses. Plus, Netflix is expected to add fewer subscribers this quarter compared to last. Main Street Research's James Demmert tees up the report. And, how should investors navigate this latest bout of volatility? Bone Fide Wealth's Douglas Boneparth weighs in.
42:4218/07/2024
Global Chip Stocks Sinking, Dow Transports Record, and Data Center Spending 7/17/24

Global Chip Stocks Sinking, Dow Transports Record, and Data Center Spending 7/17/24

Global chip stocks are sinking on reports the U.S. is considering tougher trade restrictions on China. Callan Family Office's RaeAnn Mitrione and G Squared Private Wealth's Victoria Greene discuss. Plus, the Dow Transports is coming off its best daily performance since mid-November. XPO CEO Mario Harik lays out what his business is seeing. And, a new report from Gartner forecasts a 24% increase in spending on data centers this year. MongoDB CEO Dev Ittycheria digs into the outlook.
42:5617/07/2024
Trump's VP Pick, Regional Bank Earnings, and Consumer Warning Signals 7/16/24

Trump's VP Pick, Regional Bank Earnings, and Consumer Warning Signals 7/16/24

Former President Donald Trump has tapped Senator J.D. Vance as his running mate. Veda Partners' Henrietta Treyz discusses. Plus, as the big banks wrap up second quarter earnings, attention now turns to the regionals. ServisFirst Bank CEO Tom Broughton lays out what his company is seeing. And, a number of retailers are sending warning signals around the consumer. R5 Capital's Scott Mushkin and Jane Hali & Associates' Jessica Ramirez explain.
42:4016/07/2024
Assassination Attempt on Former President Donald Trump 7/15/24

Assassination Attempt on Former President Donald Trump 7/15/24

Global investors are working through this weekend’s assassination attempt on Former President Donald Trump. In a rare prime time oval office address, President Biden struck a similar tone, telling Americans it’s time to lower the temperature around political discourse. Futures are broadly higher as markets weigh shifting sentiment across the country.
43:3015/07/2024
Big Bank Earnings, Biden Defiant, and Fixed Income Outlook 7/12/24

Big Bank Earnings, Biden Defiant, and Fixed Income Outlook 7/12/24

JPMorgan, Citi, and Wells Fargo kick off second quarter earnings season. Argus Research's Stephen Biggar tees up the results. Plus, President Biden is remaining defiant in his fight to keep his campaign afloat. Raymond James' Ed Mills explains. And, the prospect for rate cuts could be a boon for fixed income investors. Goldman Sachs Asset Management's Gurpreet Garewal discusses.
42:4612/07/2024
June CPI, Oppenheimer's Best Smidcap Ideas, and Inflation's Consumer Impact 7/11/24

June CPI, Oppenheimer's Best Smidcap Ideas, and Inflation's Consumer Impact 7/11/24

Today's CPI report is expected to show a slight increase in headline inflation on a monthly basis. Bank of America's Aditya Bhave gives his forecast. Plus, Oppenheimer is out with its Best Smidcap Ideas list. Jed Kelly makes the case for Genius Sports. And, sticky inflation may be taking too big a toll on consumer spending. Compass Diversified CEO Elias Sabo explains what his business is seeing.
42:4311/07/2024
Rate Risk for Markets, AI Alternatives, and Japan's Rally 7/10/24

Rate Risk for Markets, AI Alternatives, and Japan's Rally 7/10/24

Fed Chair Jay Powell says keeping rates restrictive for too long poses a risk to the labor market. Blanke Schein Wealth Management's Robert Schein and Payne Capital Management's Courtney Garcia dive into the impact on the markets. Plus, the AI trade continues to drive the S&P 500 and Nasdaq to record highs. Citi's Drew Pettit recommends alternative names to hedge against the exponential growth rates. And, it's not just the U.S. – Japan's stock market is experiencing a rally of its own. Neuberger Berman's Kei Okamura discusses.
42:4210/07/2024
Powell on Capitol Hill, 10% Market Correction, and Innovation vs. Concentration 7/9/24

Powell on Capitol Hill, 10% Market Correction, and Innovation vs. Concentration 7/9/24

Fed Chair Jay Powell heads to Capitol Hill for two days of testimony. The New York Times' Jeanna Smialek tees up the event. Plus, Morgan Stanley's Mike Wilson is warning a 10% market correction is highly likely. Main Street Asset Management's Erin Gibbs gives her take. And, Jim Cramer says investors should focus on innovation, not market concentration. 2/13 Strategic Partners' Greg Sarian discusses.
42:3809/07/2024
Tech's Record Run, 2024 Election's Investor Impact 7/8/24

Tech's Record Run, 2024 Election's Investor Impact 7/8/24

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
42:4708/07/2024
Historic UK Election, Monthly Jobs Report, and Amazon Turns 30 7/5/24

Historic UK Election, Monthly Jobs Report, and Amazon Turns 30 7/5/24

UK Prime Minister Rishi Sunak has conceded defeat following historic election results. Deutsche Bank's Maximilian Uleer explains. Plus, the monthly jobs report is expected to show a slowdown in hiring during May. CookNSolo Restaurants' Michael Solomonov and Steven Cook describe what their business is seeing. And, Amazon turns 30 today after passing $2 trillion in market cap last week. Arete Research's Rocco Strauss discusses.
44:0105/07/2024
S&P 7,000, Oil Prices, and 4th of July Travel 7/3/24

S&P 7,000, Oil Prices, and 4th of July Travel 7/3/24

The S&P 500 is above 5,500 for the first time ever, but one economist says the index can hit 7,000 by next year. Capital Economics' Neil Shearing lays out his thesis. Plus, the start of summer driving season, paired with Hurricane Beryl, could have a big impact on oil prices. CIBC Private Wealth's Rebecca Babin explains. And, it could be a record year for 4th of July travel, with the TSA projecting more than 32 million people will fly during the holiday. Morgan Stanley's Stephen Grambling discusses.
42:3803/07/2024
Tesla Q2 Deliveries, Europe Takes on Big Tech, and Second Half Outlook 7/2/24

Tesla Q2 Deliveries, Europe Takes on Big Tech, and Second Half Outlook 7/2/24

Tesla is expected to report a 6% decline in Q2 deliveries as competition in China heats up. Roth MKM's Craig Irwin and Stifel's Stephen Gengaro debate the outlook for the stock. Plus, Europe is increasingly looking to take on mega-cap tech. Big Technology's Alex Kantrowitz explains. And, investors are wondering whether the strong first half of the year will carry over to the second half. Piper Sandler's Craig Johnson and Evans May Wealth's Elizabeth Evans weigh in.
42:4502/07/2024
Debate Fallout, Race Around AI, and Second Half of the Year 7/1/24

Debate Fallout, Race Around AI, and Second Half of the Year 7/1/24

The fallout over President Biden's debate against Donald Trump continues. Stifel's Brian Gardner explains. Plus, the race around AI is showing no signs of slowing down. C3.AI CEO Thomas Siebel lays out what his company is seeing. And, investors are preparing for the start of the second half of the year following the S&P 500's best performance of an election year in nearly 50 years. Regions Wealth Management's Alan McKnight and ProShares Advisors' Simeon Hyman discuss.
42:5301/07/2024