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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.
- 1029 - Apple's $110 Billion Buyback, April Jobs Report, and Berkshire's Big Day 5/03/24
Apple is set to add $162 billion to its market cap at the open after announcing a $110 billion buyback. Laffer Tengler Investments' Nancy Tengler discusses. Plus, investors are counting down to the release of the April jobs report. Citi's Steven Wieting lays out his expectations. And, Berkshire Hathaway kicks off its annual meeting this weekend, its first since the passing of Charlie Munger. Gabelli Funds' Chris Marangi tees up the event.
Fri, 3 May 2024 - 42min - 1028 - Holding Rates Steady, Apple Earnings, and Novo Nordisk Results 5/02/24
The Federal Reserve is holding interest rates steady for the six straight meeting as the path towards 2% inflation remains challenged. Former Fed Vice Chair Roger Ferguson explains. Plus, Apple reports earnings after the close today. Albion Financial Group's Jason Ware lays out the key metric to watch. And, Novo Nordisk is raising its outlook for the year after posting better-than-expected first quarter results. Tema ETFs' Yuri Khodjamirian discusses.
Thu, 2 May 2024 - 42min - 1027 - Amazon Earnings Beat, Fed Decision Today, and the New Trading Month 5/01/24
Amazon says profit more than tripled during its most recent quarter. RBC's Brad Erickson and GraniteShares' Paul Marino dive into the results. Plus, the Fed is set to announce its latest monetary policy decision today. The New York Times' Jeanna Smialek and The Conference Board's Steve Odland lay out their expectations. And, investors are preparing for the new trading month as the S&P 500 comes off its worst month since September. Cetera's Gene Goldman and Payne Capital Management's Courtney Garcia discuss.
Wed, 1 May 2024 - 41min - 1026 - Amazon Earnings, McDonalds and Starbucks Results, and Fed Policy Meeting 4/30/24
The parade of big tech earnings rolls on, with Amazon reporting Q1 results today. The Futurum Group's Daniel Newman lays out his expectations. Plus, McDonald's and Starbucks also open their books today. Morgan Stanley's Brian Harbour tees up the numbers. And, the Fed kicks off its two-day policy meeting today, with a decision due tomorrow. Hargreaves Lansdown's Emma Wall and Thornburg Investment Management's Jeff Klingelhofer discuss.
Tue, 30 Apr 2024 - 42min - 1025 - Fed Decision Kick-Off, Amazon and Apple Results, and Busiest Week of Earnings Season 4/29/24
Investors are awaiting the kickoff to this week's Fed decision. The Milken Institute's Bill Lee gives his expectations. Plus, Amazon and Apple are set to deliver results in what could be two market-moving events. Janus Henderson's Alison Porter explains. And, it's busiest week of earnings season, with 30% of the S&P 500 and 20% of the Dow reporting. Clough Capital's Vince Lorusso and G Squared Private Wealth's Victoria Greene discuss.
Mon, 29 Apr 2024 - 42min - 1024 - Alphabet Share Buyback, Microsoft Cloud Growth, and March PCE 4/26//24
Google-parent Alphabet is buying back $70 billion worth of shares and instituting its first-ever dividend. Arete Research's Richard Kramer breaks down the quarter. Plus, huge sales growth in the cloud and even bigger bets in AI may not be enough to prop up Microsoft's guidance. Oppenheimer's Timothy Horan dives into the results. And, the markets are coming off a whipsaw session ahead of fresh inflation data. Hargreaves Landsdown's Sophie Lund-Yates, The Carson Group's Ryan Detrick, and Citi's Beata Manthey discuss.
Fri, 26 Apr 2024 - 42min - 1023 - Meta's Miss, Alphabet and Microsoft On Tap, and Market Sell-Off 4/25/24
Meta's strong quarter is doing little to prop up the stock, which is set to shed $200 billion in value at the open. Cleo Capital's Sarah Kunst dives into the results. Plus, is Meta's report a read into what's to come for Alphabet and Microsoft today? Northstar Asset Management's Nimrit Kang weighs in. And, the broader markets are also selling off as tech takes it on the chin once again. Chantico Global's Gina Sanchez and Gilman Hill Asset Management's Jenny Harrington discuss.
Thu, 25 Apr 2024 - 42min - 1022 - Tesla, Boeing, and Meta Earnings 4/24/24
Tesla is soaring despite its dismal start to the year. RBC's Tom Narayan dives into the quarter. Plus, the FAA is opening a new investigation in Boeing. Stifel's Bert Stubin explains. And, efficiency vs. innovation will likely be a key focus in Meta's earnings report today. Big Technology's Alex Kantrowitz tees up the results.
Wed, 24 Apr 2024 - 42min - 1021 - Key Earnings to Watch and Building on the Market Rebound 4/23/24
Tesla reports earnings after the close today as the stock hovers at its lowest level since last January. KKM Financial's Jeff Kilburg lays out the key metrics to watch. Plus, UPS is expected to deliver its worst quarterly results for the year. Melius Research's Conor Cunningham explains. And, the markets are rebounding from last week's sell-off. TS Lombard's Skylar Montgomery Konig and Oppenheimer's John Stoltzfus discuss.
Tue, 23 Apr 2024 - 42min - 1020 - Big Tech Earnings, Foreign Aid Funding, and Tesla Troubles 4/22/24
Big tech is in focus this week with four of the Magnificent 7 set to report earnings. Clockwise Capital’s James Cakmak tees up the results. Plus, House Speaker Mike Johnson is supporting a vote on several foreign aid packages, including one to Ukraine. Fordham Global Foresight’s Tina Fordham explains. And, Tesla is under pressure again as it fires off another round of price cuts. Roth MKM’s Craig Irwin discusses the road ahead.
Mon, 22 Apr 2024 - 33min - 1019 - Israel Retaliates, Netflix Subscriber Growth, EU Antitrust Investigation 4/19/24
Israel has retaliated against Iran’s unprecedented drone and missile attack. Energy Aspects’ Amrita Sen discusses what this means for oil prices. Plus, Netflix is under pressure despite blowing past subscriber growth estimates. Citi’s Jason Bazinet dives into the quarter. And, EU regulators say a preliminary probe into Microsoft’s investment in OpenAI is still ongoing. The European Commission’s Margrethe Vestager explains.
Fri, 19 Apr 2024 - 42min - 1018 - Stocks vs. Bonds, Netflix's Momentum, and TSMC Profit Growth 4/18/24
There's a new cause for concern when it comes to the staying power of stocks. Goldman Sachs Asset Management's Gurpreet Garewal makes the case for fixed income. Plus, Netflix is on a roll thanks to a big boost in subscribers and its password-sharing crackdown. Annadale Capital's George Seay gives his expectations for earnings today. And, TSMC has grown profit for the first time in a year. Wedbush's Matt Bryson details the quarter.
Thu, 18 Apr 2024 - 42min - 1017 - Transports Tumble, LVMH's Warning, and the Fed vs. Stocks 4/17/24
A big part of the market's recent downturn is the Dow Transports, which is currently below its 50- and 200-day moving averages. Bank of America's Ken Hoexter lays out the road ahead. Plus, LVMH is higher despite reporting slowing sales growth. TEMA ETFs' Javier Gonzalez explains. And, Fed Chair Jay Powell says he needs more confidence in inflation's path forward before cutting rates. Delancey Wealth Management's Ivory Johnson and Plurimi Wealth's Patrick Armstrong discuss what this means for the markets.
Wed, 17 Apr 2024 - 42min - 1016 - Portfolio Protection, Big Bank Earnings, and AI Investments 4/16/24
Wall Street is bracing for what could be a third straight negative session for stocks in a row. Leavell Investments' Andrew Grinstead lays out how to position from here. Plus, Morgan Stanley and Bank of America cap out first quarter big bank earnings this morning. Argus Research's Stephen Biggar gives his expectations. And Microsoft says it will invest $1.5 billion in the UAE's top AI firm, G42. EY's Jeff Wong dives into a new survey on artificial intelligence.
Tue, 16 Apr 2024 - 43min - 1015 - Iran Strikes Israel, Tech’s Slide, and the Dow’s Worst Week 4/15/24
Investors around the world are coming to grips with one of the boldest attacks by Iran on Israel. CIBC Private Wealth’s Rebecca Babin discusses the impact on oil prices. Plus, a big part of the market’s slide last week was tech. Hightower’s Stephanie Link and Wedbush’s Dan Ives explain. And, Wall Street is trying to pick up the pieces after the Dow’s worst week in more than a year. Citi’s Steven Wieting and RBC’s Amy Wu Silverman lay out what’s to come.
Mon, 15 Apr 2024 - 42min - 1014 - The Fed's Inflation Target, Bank Earnings, and Markets' Whipsaw Week 4/12/24
As the Fed's 2% inflation target remains elusive, is the mandate still a realistic goal? BNP Paribas' Daniel Morris and The Conference Board's Dana Peterson weigh in. Plus, JPMorgan and Citi kick off bank earnings today. Essex Investment Management's Nancy Prial tees up the results. And markets are closing out what has been a whipsaw week. RBC Brewin Dolphin's Janet Mui and G Squared Private Wealth's Victoria Greene wrap up the key action.
Fri, 12 Apr 2024 - 42min - 1013 - Sticky Inflation, The Technical Take, and Chip Sell-Off 4/11/24
Pain at the pump, stubborn housing costs, and higher food prices are just some parts of inflation weighing on consumers. Mastercard's Michelle Meyer explains. Plus, what are the technicals saying about the direction of the markets? CappThesis' Frank Cappelleri weighs in. And, the fallout of the hotter-than-expected CPI report is hitting semi stocks. Fox Advisors' Steven Fox discusses.
Thu, 11 Apr 2024 - 42min - 1012 - March CPI, Boeing Whistleblower Investigation, and Fed Rate Cuts 4/10/24
Investors are preparing for the big event of the week: March CPI. Former Fed Vice Chairman Roger Ferguson gives his expectations. Plus, the FAA is investigation new whistleblower claims around Boeing's 787 Dreamliner. Jefferies' Sheila Kahyaoglu explains. And, is the chance of three rate cuts this year off the table? Hargreaves Lansdown's Emma Wall and Capital Wealth Planning's Kevin Simpson weigh in.
Wed, 10 Apr 2024 - 42min - 1011 - Apple's New Headwinds, June Rate Cut Odds, and Navigating the Fed 4/9/24
Shares of Apple are falling on a new note warning of weak demand for the iPhone. Cleo Capital's Sarah Kunst lays out the road ahead. Plus, the odds for a June rate cut are at their lowest since October. WisdomTree's Jeremy Schwartz explains. And, Jim Cramer says investors should just be thankful that the Fed isn't hiking anymore. Charles Schwab's Jeff Kleintop discusses.
Tue, 9 Apr 2024 - 42min - 1010 - Exclusive with Treasury Secretary Yellen and Wall Street's Next Test 4/8/24
Treasury Secretary Janet Yellen addresses tariffs, electric vehicles, and green exports in an exclusive interview with CNBC. Atlantic Council's Hugh Tran gives his thoughts on the conversation. Plus, Yellen also says she's focused on keeping American companies in business as they face growing pressure from China. KraneShares' Brendan Ahern dives into the issue. And, Wall Street faces a fresh test this week with March CPI on Wednesday. Rose Advisors at Hightower's Patrick Fruzzetti and Blanke Schein Wealth Management's Robert Schein discuss.
Mon, 8 Apr 2024 - 47min - 1009 - Worldwide Exchange 4/5/24
“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.
Fri, 5 Apr 2024 - 41min - 1008 - Worldwide Exchange 4/4/24
“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.
Thu, 4 Apr 2024 - 42min - 1007 - Worldwide Exchange 4/3/24
“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.
Wed, 3 Apr 2024 - 42min - 1006 - Worldwide Exchange 4/2/24
“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.
Tue, 2 Apr 2024 - 42min - 1005 - Worldwide Exchange 4/1/24
“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.
Mon, 1 Apr 2024 - 42min - 1004 - Tesla's Rough Road, Disney Under Iger, and S&P's Strong Quarter 3/28/24
It's been a rough road for Tesla, with several firms cutting their price targets this week. RBC's Tom Narayan and Roth MKM's Craig Irwin debate the bull and bear cases. Plus, Disney is set to notch its best Q1 performance since 2000. Yale School of Management's Jeff Sonnenfeld discusses why he's backing the company in its proxy fight against Nelson Peltz. And, it's not just Disney getting a boost: the S&P 500 is on track for its best first quarter since 2019. Goldman Sachs Asset Management's Gurpreet Garewal and Defiance ETFs' Sylvia Jablonski close out the quarter.
Thu, 28 Mar 2024 - 42min - 1003 - Politics vs. Markets, U.S. CEOs in China, and Baltimore Bridge Collapse Business Impact 3/27/24
Shares of Donald Trump's social media company jumped more than 50% in their trading debut yesterday. TD Cowen's Jaret Seiberg discusses the intersection between politics and markets. Plus, China's Xi Jinping is meeting with U.S. executives this week. Longview Global's Dewardric McNeal explains. And, what does the Francis Scott Key Bridge's collapse mean for the global supply chain? Freightos' Judah Levine weighs in.
Wed, 27 Mar 2024 - 42min - 1002 - Boeing Executive Shake-Up, Microsoft Stock Upgrade, and S&P Price Targets 3/26/24
Boeing CEO David Calhoun will be stepping down at the end of this year following that Alaska Airlines door plug blowout. Gabelli Funds' Tony Bancroft and Laffer Tengler Investments' Nancy Tengler debate the outlook for the stock. Plus, Wedbush is raising its price target on Microsoft, citing "transformative" monetization for Co-Pilot. Wedbush's Dan Ives explains his new note. And, the list of big banks increasing their S&P targets continues to grow. Sanlam UK's Hannah Gooch-Peters and Decatur Capital's Degas Wright discuss.
Tue, 26 Mar 2024 - 42min - 1001 - Semi Stocks, China's CEO Forum, and Mega-Cap Bull Case 3/25/24
Key to Wall Street's record run so far this year has been chip stocks. Clockwise Capital's James Cakmak discusses. Plus, Beijing kicks off a major forum this week, welcoming around 100 CEOs from across the globe. China Beige Book's Shehzad Qazi explains. And, Goldman Sachs says mega-cap tech could lead the S&P 500 to a 15% rise by year-end. Potomac Wealth Advisors' Mark Avallone and KKM Financial's Jeff Kilburg dive deeper into the sector.
Mon, 25 Mar 2024 - 42min - 1000 - Reddit’s Red-Hot IPO, Apple $113B Loss, and Nike and Lululemon’s Consumer Concerns 3/22/24
Reddit is enjoying the fruits of its IPO yesterday, jumping nearly 50% in its debut. Cleo Capital’s Sarah Kunst lays out the road ahead. Plus, Apple’s stock has shed $113 billion in value after the Department of Justice launched an antitrust case against the company. Big Technology’s Alex Kantrowitz explains. And, shares of Nike and Lululemon are falling on concerns about slowing growth. AB Bernstein’s Aneesha Sherman dives into the quarters.
Fri, 22 Mar 2024 - 42min - 999 - The Fed's Rate Cut Outlook, FedEx Earnings, and Where to Invest 3/21/24
Wall Street is cheering on the prospect of three rate cuts this year. Wall Street Journal's Gunjan Banerji and KKM Financial's Jeff Kilburg discuss. Plus, FedEx reports earnings after the close today. Bank of America's Ken Hoexter tees up the results. And, where should investors put their money to work? Waddell & Associates' David Waddell weighs in.
Thu, 21 Mar 2024 - 42min - 998 - The Fed's Policy Decision, Chip Competition, and the Trading Day Ahead 3/20/24
The Fed releases its latest monetary policy decision today. The New York Times' Jeanna Smialek gives her expectations. Plus, Micron reports earnings this afternoon as Nvidia rallies on its newly unveiled AI chip. Mizuho's Jordan Klein tees up the results. And, what's in store for the trading day ahead? Principal Asset Management's Seema Shah and GenTrust's Mimi Duff weigh in.
Wed, 20 Mar 2024 - 42min - 997 - Powell Policy Playbook, Nvidia’s New AI Chip, and the State of Real Estate 3/19/24
The Fed kicks off its latest monetary policy meeting today. Wilmington Trust’s Meghan Shue and Howard Capital Management’s Vance Howard lay out the Powell policy playbook. Plus, Nvidia is out with a new AI chip. WisdomTree’s Chris Gannatti explains. And, the National Association of Realtors has agreed to slash commissions for real estate agents. Nest Seekers’ Erin Sykes discusses what this means for the housing market.
Tue, 19 Mar 2024 - 42min - 996 - March Fed Meeting, S&P 500 Shake-Up, and the New Trading Week 3/18/24
The Federal Reserve kicks off its latest monetary policy decision this week. Former Atlanta Fed President Dennis Lockhart previews the decision. Plus, the S&P 500 is set to look a little different today. Inside Edge Capital’s Todd Gordon explains. And, what’s ahead for the new trading week? Bone Fide Wealth’s Douglas Boneparth and Advisors Capital Management’s JoAnne Feeney discuss.
Mon, 18 Mar 2024 - 42min - 995 - Rethinking the Magnificent 7, Commercial Real Estate Risk, and Disney+ (Taylor's Version) 3/15/24
Adobe shares are falling on weak guidance, but the stock is still outperforming Tesla. Big Technology's Alex Kantrowitz discusses whether Adobe should replace Tesla in the Magnificent 7. Plus, the commercial real estate risk continues to rise. Marcus & Millichap's Hessam Nadji weighs in on the outlook. And, Disney+ is out with Taylor Swift's "Eras" movie today. The Hollywood Reporter's Alex Weprin dives into what this means for the streaming landscape.
Fri, 15 Mar 2024 - 42min - 994 - Consumer Bull vs. Bear, Steel Deal in Doubt, and The Final Inflation Read 3/14/24
A busy day is shaping up for the retail sector on top of what's already been a market-moving week around inflation. SW Retail Advisors' Stacey Widlitz and Oppenheimer's Brian Nagel debate the health of consumer spending. Plus, President Biden is reportedly planning to express concern over Nippon Steel's takeover proposal for U.S. Steel. Wolfe Research's Timna Tanners explains. And, today's producer prices will give investors a final read on inflation before next week's Fed meeting. GLOBALT Investments' Thomas Martin and Crossmark Global Investments' Victoria Fernandez discuss.
Thu, 14 Mar 2024 - 42min - 993 - Potential TikTok Ban, Rising Housing Costs, and Japan Wage Hikes 3/13/24
Lawmakers are set to vote on a bill that could ban TikTok in the U.S. Longview Global's Dewardric McNeal lays out the impact on geopolitics and the economy. Plus, housing is still one of the stickiest parts of inflation. Brown Harris Stevens' Bess Freedman explains. And, several Japanese companies have agreed to grant workers their biggest pay increases since the 1990's. Goldman Sachs' Tomohiro Ota discusses what this means for the Bank of Japan.
Wed, 13 Mar 2024 - 42min - 992 - February CPI, A TikTok Ban, and Arm's Lockup Expiration 03/12/24
February CPI is out this morning, with economists expecting the inflation rate to remain unchanged. Apollo Global Management's Torsten Slok lays his expectations. Plus, lawmakers are set to vote on a bill that could ban TikTok in the U.S. Wiley Rein's Nova Daly explains. And, Arm's post-IPO lockup period expires today. MSA Capital's Ben Harburg discusses.
Tue, 12 Mar 2024 - 43min - 991 - Nvidia's Tumble, Oracle Earnings, and Reddit's IPO Roadshow 03/11/24
Nvidia is looking to turn things around after a brutal Friday, where shares closed down more than five percent. Piper Sandler's Craig Johnson and Cleo Capital's Sarah Kunst lay out the outlook. Plus, Oracle reports earnings after the close today. Main Street Research's James Demmert tees up the results. And, Reddit reportedly kicks off its IPO roadshow this week. Bain & Co.'s Alexander De Mol discusses the IPO and private equity landscape.
Mon, 11 Mar 2024 - 43min - 990 - February Jobs Report, Mastercard SpendingPulse, and State of the Union Highlights 03/08/24
The monthly jobs report is out this morning, with economists expecting hiring to have slowed in February. Stifel’s Lindsey Piegza lays out her forecast. Plus, new data from Mastercard shows consumer spending is still strong. Mastercard’s Steve Sadove details the report. And, President Biden has vowed to raise taxes on the wealthy and large companies. Strategas Securities’ Courtney Gelman gives the key takeaways from last night’s State of the Union.
Fri, 8 Mar 2024 - 44min - 989 - State of the Union, Citi’s Super 7, and Powell’s Rate Expectations 03/07/24
President Biden will deliver his State of the Union address today. American Enterprise Institute’s James Pethokoukis gives his expectations. Plus, Citi is out with a list of stocks with characteristics similar to the Magnificent 7. Citi’s Beata Manthey lays out the names to watch. And, Fed Chair Jay Powell isn’t ready to say when rates will come down this year. WisdomTree’s Jeremy Schwartz, Hargreaves Landsdown’s Sophie Lund-Yates, and Requisite Capital Management’s Bryn Talkington explain.
Thu, 7 Mar 2024 - 44min - 988 - Powell on the Hill, Regional Bank Reckoning, and Magnificent 7 Sell-Off 03/06/24
Federal Reserve Chairman Jay Powell is set to begin two days of testimony before Congress today. Former Fed Vice Chairman Roger Ferguson tees up the hearing. Plus, shares of New York Community Bank are coming off their lowest levels since 1996. Old National Bancorp CEO Jim Ryan describes the regional banking space. And, weakness in the Magnificent 7 is fueling a broader market sell-off. MRB Partners' Phillip Colmar and Payne Capital Management's Courtney Garcia explain.
Wed, 6 Mar 2024 - 44min - 987 - Target Earnings, Super Tuesday, and the Nasdaq 100 03/05/24
Target reports earnings this morning as it comes off two straight quarters of same store sales declines. D.A. Davidson's Michael Baker tees up the results. Plus, it's Super Tuesday, with voters in more than a dozen states heading to the polls. Ned Davis Research's Ed Clissold explains. And, the Nasdaq 100 has gone more than 300 trading sessions without a pullback of 2.5% or more, the third longest stretch since 1990. F/M Investments' Alex Morris and Freedom Capital Markets' Jay Woods discuss.
Tue, 5 Mar 2024 - 44min - 986 - Wall Street's Great Debate, Regional Bank Sell-Off, and Year-End S&P 500 Target 03/04/24
Wall Street is debating whether the factors fueling the rally are stronger than those working against it. Clockwise Capital's James Cakmak and Milken Institute's William Lee lay out their views. Plus, shares of New York Community Bank are ticking up today after closing at their lowest level since 1997 on Friday. Mendon Capital's Anton Schutz discusses the outlook. And, Bank of America is raising its S&P 500 price target to 5,400 by year-end. New Street Advisors' Delano Saporu and Delancey Wealth Management's Ivory Johnson weigh in on the new trading week.
Mon, 4 Mar 2024 - 43min - 985 - The Case for Small Caps, Japan's Continued Momentum, and a Fourth Winning Month 03/01/24
Small caps are coming off an impressive run in February, when it notched their best month since December. Goldman Sachs' Greg Tuorto explains. Plus, Japan's Nikkei is at another fresh record high. Neuberger Berman's Kei Okamura dives into whether this rally has more room to run. And, stocks in the U.S. have logged a fourth straight month of gains. Horizon Investments' Scott Ladner and Aureus Asset Management's Kari Firestone discuss.
Fri, 1 Mar 2024 - 43min - 984 - Bitcoin Rally, Salesforce Dividend, and the Ozempic Revolution 02/29/24
The bitcoin rally is showing no signs of slowing down. Standard Chartered's Geoff Kendrick and Ranger Equity Bear's David Tice debate the currency. Plus, Salesforce has issued a weaker-than-expected forecast but is initiating a $0.40 dividend. BNP Paribas Exane's Stefan Slowinski dives into the quarter. And, Ozempic and other GLP-1 drugs have disrupted the weight loss industry. Barclays' Emily Field explains.
Thu, 29 Feb 2024 - 43min - 983 - AI Backlash, Salesforce Earnings, and Stocks' Winning Streak 02/28/24
Alphabet continues to face backlash around its AI tool, just as Apple winds down its electric car efforts to focus on artificial intelligence. Big Technology's Alex Kantrowitz dives into the outlook for both companies. Plus, Salesforce reports fourth quarter earnings after the close. Annadale Capital's George Seay tees up the results. And, the major averages are on track for a fourth winning month in a row. Piper Sandler's Craig Johnson and Evans May Wealth's Elizabeth Evans discuss.
Wed, 28 Feb 2024 - 43min - 982 - Consumer Spending, Earnings Season Takeaways & Guyana's Importance to Oil Markets 2/27/24
“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.
Tue, 27 Feb 2024 - 43min - 981 - Nvidia "Nirvana", Uber, Berkshire Hathaway & The Fed's Future Rate Path 2/26/24
“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.
Mon, 26 Feb 2024 - 43min - 980 - Magnificent 7 Rally, Global Hotspots, and Stocks' Fresh Record Highs 02/23/24
Magnificent 7 stocks continue to power the market higher as AI-enthusiasm shows no signs of waning. Laffer Tengler Investments' Nancy Tengler and Clockwise Capital's James Cakmak discuss. Plus, what investing opportunities do current global hotspots present? Control Risks' Cormac Mc Garry weighs in. And, stocks are coming off another round of fresh record highs. UBS' Mark Haefele and Pivotal Advisors' Tiffany McGhee explain.
Fri, 23 Feb 2024 - 43min - 979 - Nvidia's Blowout Quarter, Carvana: Bull vs. Bear, and Cyber Demand 02/22/24
Nvidia is surging after posting a 265% increase in revenue. Stifel's Ruben Roy discusses the quarter. Plus, it's been an incredible turnaround story for Carvana over the past year. RBC's Brad Erickson and Citizens JMP's Nicholas Jones debate the outlook. And, Palo Alto Networks is rebounding after dragging down the rest of the cyber space yesterday. Tenable CEO Amit Yoran describes what his company is seeing.
Thu, 22 Feb 2024 - 43min - 978 - Nvidia Earnings, Digital Infrastructure Market, and Magnificent 7 Stock Exposure 02/21/24
Wall Street is setting the bar sky high for NVIDIA earnings after the close today. Innovator ETFs' Tim Urbanowicz tees up the report. Plus, what's in store for the digital infrastructure market? Equinix CEO Charles Meyers weighs in. And, Goldman Sachs says hedge funds are reducing their exposure to all Magnificent 7 stocks except Amazon. Cetera's Gene Goldman and RBC Capital Markets' Amy Wu Silverman explain.
Wed, 21 Feb 2024 - 43min - 977 - Retail Earnings, Presidential Election Countdown, and Goldman's S&P 500 Target 02/20/24
Walmart and Home Depot report earnings today, offering insight on consumer trends and inflation. SW Retail Advisors' Stacey Widlitz tees up the results. Plus, the 2024 presidential election is just 258 days away in what's been a growing focal point for investors. Citi's Dan Tobon explains. And, Goldman Sachs is boosting its year-end target for the S&P 500 to 5,200. The Carson Group's Ryan Detrick and Wall Street Journal's Gunjan Banerji discuss the impact on the markets.
Tue, 20 Feb 2024 - 43min - 976 - January PPI, Red Hot AI Play, and Regional Bank Risks 02/16/24
Investors are getting another crack at inflation data today after January CPI rattled the markets. Bank of America's Aditya Bhave explains. Plus, there's a new red hot AI play seeing shares soar this year. Zacks Investment Research's John Blank gives the name to watch. And, what's ahead for the regional banking sector? OceanFirst Financial CEO Christopher Maher weighs in.
Fri, 16 Feb 2024 - 43min - 975 - Market Frothiness, Cisco's Weak Guidance, and ArcBest's New AI Tool 02/15/24
Fears of "frothiness" in the most valuable stocks in the market are growing. Cleo Capital's Sarah Kunst discusses. Plus, shares of Cisco are under pressure on weak guidance. Deutsche Bank's Matthew Niknam explains. And, ArcBest is launching its own AI-enabled logistics tool. ArcBest CEO Judy McReynolds describes the product.
Thu, 15 Feb 2024 - 43min - 974 - Hotter-Than-Expected CPI, High Housing Costs, and the Market Sell-Off 02/14/24
January's hotter-than-expected CPI report could spell trouble for the Fed's next move. The Glenview Trust Company's Bill Stone and TD Securities' Gennadiy Goldberg discuss. Plus, high housing costs continue to be a stubborn problem for Americans. Mphasis Digital Risk's Jeff Taylor explains. And, the Dow is coming off its worst single session since March. Truist's Keith Lerner lays out what's ahead.
Wed, 14 Feb 2024 - 43min - 973 - January CPI, Coca-Cola Earnings, and Stocks' Record Highs 02/13/24
Inflation is front and center today as investors await the first CPI report of 2024. The Conference Board's Dana Peterson tees up the print. Plus, Coca-Cola is out with earnings this morning. UBS' Peter Grom gives his expectations. And, markets are coming off more fresh record highs. Bone Fide Wealth's Douglas Boneparth and ProShares Advisors' Simeon Hyman discuss.
Tue, 13 Feb 2024 - 43min - 972 - Super Bowl Champions, the IPO Sector, and This Week's Market Catalysts 02/12/24
The Kansas City Chiefs are the Super Bowl champions once again. Moffett Nathanson's Robert Fishman lays out the impact on streaming. Plus, the IPO sector is rocketing higher. Renaissance Capital's Avery Marquez explains. And, investors are awaiting a number of market catalysts this week, including January CPI tomorrow. Principal Asset Management's Seema Shah and Infracap's Jay Hatfield discuss.
Mon, 12 Feb 2024 - 43min - 971 - S&P 5K, Super Bowl Sunday, and Buy Now, Pay Later 02/09/24
The S&P 500 has crossed above the key psychological 5,000 mark for the first time ever. Fundstrat's Mark Newton and Hightower's Stephanie Link discuss. Plus, ahead of Super Bowl Sunday, companies are racing to jump on the advertising bandwagon. Accenture Song's David Droga explains. And, shares of Affirm are dropping sharply after a 10% run-up going into earnings. JPMorgan's Reginald Smith details the report.
Fri, 9 Feb 2024 - 43min - 970 - Disney Brings Back the Magic, Activist Investor Pressures Mount, and Health Care's Outperformance 02/08/24
Disney shares are rallying on strong earnings and upbeat guidance. UBS' John Hodulik explains. Plus, it's not just Disney facing pressure from activist investors. 13D Monitor's Kenneth Squire details the other companies impacted. And, the S&P 500's march to 5,000 is not only being powered by the Magnificent 7; it's also health care outperforming this week. Mizuho's Mara Goldstein discusses the sector.
Thu, 8 Feb 2024 - 43min - 969 - Sports Streaming Deal, Transport's 52-Week High, and New York Community Bank Downgrade 02/07/24
Fox, Disney, and Warner Brothers Discovery are launching a new sports streaming service. Equity Armor Investments' Brian Stutland tees up Disney's earnings report. Plus, the IYT Transport ETF is coming off a fresh 52-week high. Bank of America's Ken Hoexter explains. And, Moody's has cut New York Community Bank's rating to junk. StoneX's Kathryn Rooney Vera and CIC Wealth's Malcolm Ethridge discuss the impact on the broader sector.
Wed, 7 Feb 2024 - 43min - 968 - Digital Ad Market Recovery, Automaker Sales, and the Stock Sell-Off 02/06/24
Tech stocks continue to outperform as the digital ad market shows signs of recovery. RBC's Brad Erickson explains. Plus, automakers are warning of sluggish sales and production cuts. S&P Global Mobility's Stephanie Brinley dives into the outlook. And, stocks are selling off as traders reassess the impact of "higher for longer" rates. Washington Crossing Advisors' Kevin Caron and Matrix Asset Advisors' David Katz discuss.
Tue, 6 Feb 2024 - 43min - 967 - Tech Milestones, Restaurant Results, and Powell Not Pivoting 02/05/24
Tech is preparing for another milestone-making day. Hargreaves Lansdown's Sophie Lund-Yates explains. Plus, McDonald's reports earnings this morning ahead of a busy week for restaurant results. Bank of America's Sara Senatore gives her expectations. And, Fed Chair Jerome Powell is stressing that a March rate cut is unlikely. NewEdge Wealth's Ben Emons and Former Bridgewater Chief Investment Strategist Rebecca Patterson discuss.
Mon, 5 Feb 2024 - 43min - 966 - January Jobs Report, Big Tech Earnings, and Regional Bank Rout 02/02/24
Economists are expecting a modest hiring slowdown in today's jobs report. Citi's Veronica Clark lays out her expectations. Plus, shares of Apple, Meta, and Amazon are moving in different directions as investors digest their earnings reports. Big Technology's Alex Kantrowitz discusses. And, one area struggling to gain its footing is banks. Piper Sandler's Stephen Scouten explains.
Fri, 2 Feb 2024 - 43min - 965 - Fed Rate Cuts, Tech Earnings, and Black Heritage Month 02/01/24
The Fed has held interest rates steady for another month but signaled that March may be too soon for cuts. JPMorgan's Joyce Chang explains. Plus, Apple, Amazon, and Meta report earnings today. Albion Financial's Jason Ware tees up the results. And, today is the first day of Black heritage month. McKinsey & Co.'s Shelley Stewart lays out the current racial landscape.
Thu, 1 Feb 2024 - 43min - 964 - Alphabet & Microsoft Earnings, the Latest Fed Decision, and Musk's Tesla Lawsuit 01/31/24
Alphabet and Microsoft are lower following mixed quarterly results. YCG Enhanced Fund's Brian Yacktman explains. Plus, the latest Fed policy decision is out this afternoon. NatWest Markets' Michelle Girard gives her expectations. And, a Delaware judge has sided with an investor lawsuit against Tesla CEO Elon Musk. Cleo Capital's Sarah Kunst discusses.
Thu, 1 Feb 2024 - 43min - 963 - The Fed's Two-Day Meeting, UPS Results, and Big Tech Earnings 01/30/24
The Federal Reserve begins its two-day policy meeting today. The New York Times' Jeanna Smialek previews the event. Plus, UPS reports earnings this morning. Deutsche Bank's Amit Mehrotra tees up the results. And, Microsoft and Alphabet kick off a busy week of tech earnings. Goldman Sachs' Gurpreet Gill and Freedom Capital Markets' Jay Woods discuss.
Tue, 30 Jan 2024 - 43min - 962 - Busiest Week of Earnings, Wave of Tech Layoffs, and Middle East Tensions 01/29/24
It's the busiest week of earnings season, with about 20% of the Dow and S&P 500 reporting. CFRA's Angelo Zino tees up the results. Plus, several tech companies are leading a recent wave of layoffs. Recruiter.com's Evan Sohn explains. And, an Iran-backed drone strike killed three American service members over the weekend. RBC Capital Markets' Helima Croft discusses the latest.
Mon, 29 Jan 2024 - 43min - 961 - December PCE, Intel Under Pressure, and Tesla's Market Cap Blowout 01/26/24
Today's core PCE report is the last look at inflation before next week's FOMC meeting. Citi's Steven Wieting explains. Plus, Intel shares are under pressure on light revenue guidance. Wedbush's Matt Bryson discusses the quarter. And, Tesla's move lower has wiped $80 billion of its market cap. Sanlam Investments' Hannah Gooch-Peters lays out the road ahead.
Fri, 26 Jan 2024 - 43min - 960 - Tesla's Slowing Growth, the Luxury Sector Outlook, and Fourth Quarter GDP 01/25/24
Tesla shares are under pressure after the EV maker warned for slower growth. Canaccord Genuity's George Gianarikas explains. Plus, LVMH reports full-year results today. Tema ETFs' Javier Gonzalez Lastra discusses the overall luxury sector. And, GDP is expected to show a slowdown during the fourth quarter. Van Lanschot Kempen's Anneka Treon and Rose Advisors' Patrick Fruzzetti break down the report's impact on the markets.
Thu, 25 Jan 2024 - 43min - 959 - Netflix Shares Surging, Tesla Earnings on Tap, and Growing Pressure on Boeing 01/24/24
Netflix shares are surging after the company blew past expectations in its most recent earnings report. Wolfe Research's Peter Supino explains. Plus, investors are also awaiting results from Tesla. KKM Financial's Jeff Kilburg tees up the numbers. And, pressure is mounting on Boeing in the wake of the Alaska Air plug blowout. Jefferies' Sheila Kahyaoglu discusses.
Wed, 24 Jan 2024 - 43min - 958 - Netflix Earnings, the Dow's Record High, and the Key Driver for the Markets 01/23/24
Netflix reports earnings after the close today as investors await details on subscriber and revenue growth. Main Street Research's James Demmert tees up the results. Plus, the Dow has closed at a record high for the third time this year, topping 38K for the first time ever. Horizon Investments' Scott Ladner explains. And, the latest wave of earnings is set to be the key driver for the markets. Capital Wealth Planning's Kevin Simpson discusses.
Tue, 23 Jan 2024 - 43min - 957 - DeSantis Drops Out, United Airlines Earnings, and Investing in Japan 01/22/24
Florida governor Ron DeSantis has ended his bid for the 2024 Republican presidential nomination. Raymond James' Ed Mills explains. Plus, United Airlines reports earnings today amid turbulence in the sector. Citigroup's Stephen Trent tees up the results. And, Japan's Nikkei continues to move higher, hitting a nearly 34-year high. Allspring Global Investments' Eddie Cheng discusses.
Mon, 22 Jan 2024 - 43min - 956 - Congress' Stopgap Spending Bill, Apple Vision Pro Launch, and AI Growth Opportunities 01/19/24
Congress has passed a third stopgap spending bill in the past four months to keep the U.S. government open. BCA Research's Matt Gerken explains. Plus, pre-orders for the Apple Vision Pro begin today. Albion Financial Group's Jason Ware and CNET's Scott Stein discuss. And, artificial intelligence has been dominating conversations at the World Economic Forum in Davos. Elastic CEO Ashutosh Kulkarni describes what his company is seeing.
Fri, 19 Jan 2024 - 44min - 955 - One Week of Spot Bitcoin ETFs, Red Sea Company Impact, and Fed Rate Cuts 01/18/24
Today marks one week since the public debut of nearly half a dozen Spot Bitcoin ETFs. 21 Shares' Ophelia Snyder explains. Plus, turmoil in the Red Sea continues as Pakistan and the U.S. launch new airstrikes in the region. DHL Global Forwarding's Casper Ellerbaek lays out how companies are being impacted. And, recent data are making some investors rethink the idea of the Fed cutting rates as soon as March. Howard Capital Management's Vance Howard and Charles Schwab's Jeff Kleintop discuss.
Thu, 18 Jan 2024 - 44min - 954 - The Fed's Next Steps, Natural Gas Outlook, and Stocks' Losing Streak 01/17/24
Fed Governor Christopher Waller says he's confident inflation is on a path to the 2% target but that there's no reason to rush monetary policy. Former Fed Vice Chairman Roger Ferguson explains. Plus, the price of natural gas is coming off its worst day since March on forecasts that demand will sink later this month. Energy Aspects' Amrita Sen gives her outlook. And, markets are looking to extend yesterday's losses. Chantico Global's Gina Sanchez, Potomac Wealth Advisors' Mark Avallone, and RBC Capital Markets' Amy Wu Silverman discuss.
Wed, 17 Jan 2024 - 44min - 953 - Red Sea Attacks, the Taiwan Election, and Big Bank Earnings 01/16/24
Houthi rebels are continuing their attacks in the Red Sea despite airstrikes by the U.S. and its allies last week. Milken Institute's William Lee explains. Plus, 2024 may be the year of elections, with roughly half the world's population heading to the polls. Longview Global's Dewardric McNeal discusses the Taiwan election. And, Goldman Sachs and Morgan Stanley round out this season's big bank earnings. Essex Investment Management's Nancy Prial tees up the results.
Tue, 16 Jan 2024 - 45min - 952 - Houthi Airstrikes, Big Bank Earnings, and Taiwan Elections 01/12/24
The U.S. and UK have launched a series of airstrikes against Houthi military targets in Yemen. RBC Capital Markets’ Helima Croft explains. Plus, some of the country’s largest banks report earnings today. Argus Research’s Stephen Biggar discusses. And, Taiwan is holding presidential and parliamentary elections tomorrow. William Blair’s Vivian Lin Thurston tees up the events.
Fri, 12 Jan 2024 - 45min - 951 - December CPI, Spot Bitcoin ETF Approval, and Stocks' 2024 Rebound 01/11/24
The key driver for the markets today is the release of the December CPI report. Moody's Analytics' Mark Zandi tees up the number. Plus, the SEC has approved the first Spot Bitcoin ETFs - ones that bulls are betting will draw in new investors into crypto. Bitwise CEO Hunter Horsley discusses the outlook for his company's ETF. And, stocks are rebounding after a rocky start to the year. AlTi Global's Nancy Curtin and CIC Wealth's Malcolm Ethridge explain.
Thu, 11 Jan 2024 - 44min - 950 - Countdown to Shutdown, CES: Top Stocks to Watch, and Higher Bond Yields 01/09/24
The House returns from the Christmas recess today with less than two weeks to avoid a partial government shutdown. Strategas' Courtney Gelman explains. Plus, tech stocks are rebounding on renewed optimism over artificial intelligence. Wedbush's Dan Ives discusses. And, bond yields are back above 4% after retreating from that key level yesterday. Principal Asset Management's Seema Shah and G Squared Private Wealth's Victoria Greene dive into the impact on the markets.
Tue, 9 Jan 2024 - 44min - 949 - Boeing Shares Sinking, 2024 Pharma Outlook, and Apple’s Rough Week 01/08/24
Boeing shares are sinking after an in-flight blowout grounded most of the carriers planes. Jefferies’ Sheila Kahyaoglu explains. Plus, the JPMorgan Healthcare Conference kicks off this week. Barclays’ Emily Field tees up the event. And, what’s ahead for Apple following its worst week to start a year since 1982? Arete Research’s Richard Kramer weighs in.
Mon, 8 Jan 2024 - 44min - 948 - December Jobs Report, the Case for Small-Caps, and Snapping a 9-Week Win Streak 01/05/24
The monthly jobs report is out this morning, with economists expecting employers to have added 170,000 jobs in December. Old National CEO James Ryan describes the hiring landscape in the banking sector. Plus, as market leadership broadens out, there may be a compelling case for small-caps. Alger’s Amy Zhang gives her top picks. And, stocks are set to snap a 9-week win streak. Waddell & Associates’ David Waddell and Wynsource Partners’ Bonawyn Eison discuss.
Fri, 5 Jan 2024 - 44min - 947 - A Missed Santa Rally, Holiday E-Commerce Returns, and the Trading Day Ahead 01/04/24
It’s been a rough start to the new trading year as the Santa rally fails to materialize. Former Bridgewater Chief Investment Strategist Rebecca Patterson gives her big investment idea for 2024. Plus, this week marks the beginning of the holiday returns season. FedEx VP of Commercialization Ryan Kelly explains what he’s seeing on the ground. And, what’s in store for the trading day ahead? Washington Crossing Advisors’ Kevin Caron and Hightower’s Stephanie Link weigh in.
Thu, 4 Jan 2024 - 44min - 946 - Apple’s 4% Decline, Countdown to Iowa, and the Case for Financials 01/03/24
Shares of Apple are coming off a 4 percent decline – their biggest drop in four months. Big Technology’s Alex Kantrowitz explains. Plus, we are less than two weeks out from the Republican Iowa Caucus. Stifel’s Brian Gardner discusses what’s at stake. And, today is the final trading day of the “Santa Rally” period. Fairlead Strategies’ Katie Stockton makes the case for one sector in 2024.
Wed, 3 Jan 2024 - 45min - 945 - Jobs report lookahead, Robinhood options action, Tax cuts
The government jobs report is out today at 830—we talk about what to expect and how investors can play the markets before and after. Plus, investors have been buying puts and calls in Robinhood stock, leading to some volatility. We speak with Susquehanna’s Chris Murphy about how big the options impact will be. And states didn’t expect tax cuts after this pandemic year, but they’re getting them—our own Ylan Mui has the numbers.
Fri, 6 Aug 2021 - 44min - 944 - Vaccine distribution, Casino stocks, Insider buying
The chief operations officer of a Louisiana-based vaccine distributor joins us to discuss how demand for doses has increased in the past months. Plus, an analyst from Jefferies is on to talk about two gaming stocks he sees as buys. And Insider Buying is back! Brian has the top five stocks seeing the most insider action this week.
Thu, 5 Aug 2021 - 45min - 943 - Covid latest, Bitcoin and taxes, Market highs
Lots of Covid policy updates have been evolving over the past 24 hours. We speak with Emory’s Dr. Carlos Del Rio about the impact. Plus, some people might be able to pay less in taxes on crypto after new regulation. Robert Frank has the latest. And certain market sectors continue to hit highs despite broader uncertainty. Our market panels weigh in on where to be positioned.
Wed, 4 Aug 2021 - 45min - 942 - The Odds of the SEC Finally Approving a Bitcoin ETF; Scenes From The Mall: Projecting Winners & Losers from the Back-to-School Season; Narrowing the Pay Gap For Black Women in America
Noelle Acheson of Genesis Trading discusses the chances the SEC will sign off on a Bitcoin ETF, and the broader implications of the decision on the crypto industry. Plus, Former Target Vice Chairman and Toys "R" Us CEO Jerry Storch says if anyone wants to bet against the resilience of the consumer, he's willing to take the other side of that trade every time. And, CNBC's Sharon Epperson discusses the persistent pay gap for Black women, including in jobs that have been essential during the pandemic.
Tue, 3 Aug 2021 - 45min - 941 - 080221
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Anchored by Brian Sullivan, the program will prepare CNBC’s worldwide audience with a smart take on overnight U.S. news and live international market action.
Mon, 2 Aug 2021 - 45min - 940 - Used car market, Big oil earnings, Amazon results
The used car market is red hot right now. The President of Sonic Automotive, the nation’s fourth largest car retailer, joins to discuss the space. Plus, Chevron and Exxon earnings are out today, and the big news around the stocks have always been their dividends. We speak with JPMorgan’s Phil Gresh about his expectations. And Amazon results were big, but investors were less than impressed and brought down the stock. Loup Venture’s Gene Munster joins with his take.
Fri, 30 Jul 2021 - 45min - 939 - Social media struggles, Robinhood IPO, China calms investors
Facebook earnings revealed that there could be a battle going forward between Apple and all of social media. Wedbush’s Dan Ives joins to discuss. Plus, trading app Robinhood begins trading on the Nasdaq today as a public company. We speak with former E*Trade CEO Karl Roessner about what it means for the brokerage industry. And China is trying to quell investors’ fears after the country’s crackdown on tech companies. Our own Eunice Yoon has the details.
Thu, 29 Jul 2021 - 44min - 938 - Travel rebound, Big tech earnings, The 2021 IPO curse
Travel booking is making its comeback. We speak with the CEO of booking platform Sonder about what the company is seeing. Plus, big tech earnings beat expectations, big-time. We talk about the results and what to expect from Facebook. And there has been a slew of IPOs this year, but a lot of their performance seems cursed. Our Leslie Picker has the details.
Wed, 28 Jul 2021 - 45min - 937 - Securing Supplies of the World's Most Critical Elements is One of the Most Bipartisan Efforts in America; What to Expect from Mega-Cap Tech Earnings; China's Motivation for Cracking Down on its Homegrown Industries
Brian Sullivan visits America's only operating rare earth mineral mine, to see what's changed in the supply and processing of these critical elements. Plus, Tim Lesko of Granite Investment Advisors highlights what investors need to hear from tech giants Apple, Alphabet and Microsoft when they report earnings. And, Dewardric McNeal of Longview Global says nearly every tech company summoned to a meeting with the Chinese government last fall has now come under some type of regulatory action.
Tue, 27 Jul 2021 - 45min - 936 - Market volatility, Tesla earnings, Big IPO week
The markets are continuing to look volatile this morning, indicating a pullback. We discuss the path forward for investors. Plus, Tesla reports Q2 earnings after today’s bell. We discuss the price of the stock and the impact of Bitcoin. And it’s a big week for IPOs, and has been a big year too—our own Leslie Picker has the details on if or when the IPO boom will slow down.
Mon, 26 Jul 2021 - 45min - 935 - Market recovery, Return to the stage, Back to school season
The markets are poised to end the week higher after starting things off with a very down day. We discuss where to be positioned. Plus, American Ballet Theatre is returning to the stage, its first New York Fall season since 2019. We speak with the Executive Director about her expectations. And back to school shopping season is here. We speak with Jan Kniffen about how this year will be different from 2020, and from 2019.
Fri, 23 Jul 2021 - 44min - 934 - Market rebound, The B Word, Hot commodities
The market has rebounded after Monday’s lows, with the Dow looking positive for the week. We discuss what’s behind all the moves. Plus, Bitcoin and cryptocurrencies are in focus after the big conference with Cathie Wood, Jack Dorsey, and Elon Musk. We talk about the space with GSR’s Rich Rosenblum. And Brian’s RBI focuses on the hot commodity of 2021 that’s seen a big run-up: coal.
Thu, 22 Jul 2021 - 44min - 933 - Market recovery, Netflix earnings, Bitcoin bounceback
After a big down day Monday, and a big up day Tuesday, markets are pointing towards more highs. We discuss where they could go and what investors should do with their money. Plus, Netflix reported earnings that indicated slower subscriber growth in the coming quarters. We speak with Axios’s Sara Fischer about the biggest takeaways. And Bitcoin is bouncing back after its slump, slightly. We speak with Coindesk’s Lawrence Lewitinn about how to view the crypto right now.
Wed, 21 Jul 2021 - 46min - 932 - What the VIX Says About Whether There’s More Market Weakness Ahead; 8 Relevant Thoughts for Investors to Navigate the Delta Variant; The Head of One of the Largest U.S. Ports on the Global Shipping Container Shortage
Susquehanna’s Chris Murphy makes sense of Monday’s market sell-off, and says there are clear signs in the volatility index of what may be looming around the bend. Plus, Raymond James’ top healthcare policy analyst, Chris Meekins, lays out just what may or may not be likely in the coming months as the delta and other COVID variants spread: new lockdown measures, booster shots, vaccine mandates. And, the CEO of the South Carolina Ports Authority on the landscape for global shipping rates, and whether prices are heading anywhere but higher.
Tue, 20 Jul 2021 - 45min - 931 - OPEC deal reached, China tensions, Oil and gas drilling
OPEC+ has reached a deal on barrel output. We discuss the implications with Helima Croft of RBC. Plus, tensions between the U.S. and China are still on the rise, and they could impact American business operations. We speak with Longview’s Dewardric McNeal. And Brian Sullivan’s RBI focuses on whether investors will still be willing to pay oil and gas companies for drilling in the future.
Mon, 19 Jul 2021 - 44min - 930 - Inflation risks, China tensions, Small business outlook
Fed Chair Jerome Powell and Treasury Secretary Janet Yellen have been discussing inflation risks to the market, and the market impact of the spread of coronavirus around the world. We discuss with Stephanie Link and John Stoltzfus. Plus, reporting on U.S.-China relations regarding Hong Kong, and China’s crackdown on Didi. And we speak with the head of the Small Business Roundtable about the hiring challenges faced by small businesses today.
Fri, 16 Jul 2021 - 45min
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