Episodes

  • Closing Bell Overtime: Charles Schwab's Liz Ann Sonders on Strategy, Alexis Ohanian on AI, & Baker Hughes CEO on Energy’s Future 1/31/25
    Jan 31 2025

    Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, gives a deep five on the markets and how her clients are positioning. Our Seema Mody reports on the Nvidia CEO Jensen Huang's visit to the White House. Joseph LaVorgna, Chief Economist at SMBC Nikko Securities America, talks tariffs and the potential econnomic impact. Morgan has an exclusive interview with Baker Hughes CEO Lorenzo Simonelli after strong earnings. Alexis Ohanian, Reddit co-founder, talks DeepSeek, the promise of AI and the cultural shifts in tech. Morgan interviews the Fire Earth Alliance for her latest Manifest Space, on how the company is transforming how fires are prevented.

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    43 mins
  • Closing Bell: Tariffs, Trade Wars & Stocks 01/31/25
    Jan 31 2025

    We break down all of the latest developments from DC and what it could mean for your money with Washington Correspondent Megan Cassella and CNBC’s Senior Economics Reporter Steve Liesman. The Wharton School’s Jeremy Siegel tells us what he’s forecasting for stocks in the weeks ahead. Plus, star Apple analyst Erik Woodring from Morgan Stanley joins with his first reaction to that company’s quarterly report. And, noted value investor Scott Black reveals his top picks.

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    42 mins
  • Manifest Space: New spaced-based tools for fighting and preventing fires with Fire Alliance Executive Director Brian Collins & Muon Space CEO Jonny Dyer 1/30/25
    Jan 30 2025

    Public-private partnership Earth Fire Alliance includes Google, the Gordon and Betty Moore Foundation, The Minderoo Foundation, Environmental Defense Fund—and Muon Space. Fire Alliance Executive Director Brian Collins & Muon Space CEO Jonny Dyer join Morgan Brennan to discuss using space technology and AI to detect small fires before they become large and devastating, helping incident commanders make better-informed decisions about resource allocation.

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    26 mins
  • Closing Bell Overtime: Apple Earnings; UPS CEO On Cutting Amazon Volume 1/30/25
    Jan 30 2025

    It's another huge day of Big Tech earnings with the biggest company of all: Apple. Barbara Doran, CEO of BD8 Capital Partners, and Jose Rasco, CIO at HSBC Global Private Banking kick things off with where we are in the market right now.

    We break down earnings from Intel, KLA, Visa, Deckers, and U.S. Steel.

    Patrick Moorhead of Moor Insights discusses Intel’s report.

    We break down Apple from every angle withBarbara Doran, Patrick Moorhead, and Maxim Group’s Tom Forte, plus T. Rowe Price portfolio manager Tony Wang.

    Morgan sits down with UPS CEO Carol Tomé as the company's stock posted its worst day ever after investors shied away from the company's disappointing revenue guidance.

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    43 mins
  • Closing Bell: Make or Break Moment for Apple? 1/30/25
    Jan 30 2025

    What is riding on Apple results in Overtime? We discuss with Malcolm Ethridge from Capital Area Planning Group and Bryn Talkington of Requisite Capital. Top financial advisor Rich Saperstein from Treasury Partners tells us the one sector he is betting on in the wake of the Deepseek drama. And, we drill down on the big move in Caterpillar’s stock today.

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    43 mins
  • Closing Bell Overtime: Big Tech Earnings, Fed Insight, and Market Movers 1/29/25
    Jan 29 2025

    It might be the most important hour of earnings season: Meta, Microsoft and Tesla all report their latest numbers — and set the tone for what comes next in the market. Adam Crisafulli of Vital Knowledge and our Michael Santoli kicks things off before we hear from the companies.

    Key earnings on deck include Microsoft, Meta, Tesla, IBM, and ServiceNow, with exclusive CEO commentary from Jon. Dan Ives of Wedbush joins to break down Microsoft, Meta, and Tesla results. Later, Gil Luria of D.A. Davidson offers deeper analysis on the tech giants' earnings.

    The Fed kept rates steady and Cecilia Rouse, President of the Brookings Institution, and Apollo’s Chief Economist, Torsten Slok, providing crucial insight on what investors need to know from Fed Chair Jerome Powell's latest.

    Jon shares exclusive sound from VF Corp. CEO Bracken Darrel on the company's turnaround efforts and Morgan checks in on the transports with an exclusive interview with Norfolk Southern CEO Mark George.

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    44 mins
  • Closing Bell Overtime: Starbucks Earnings, More DeepSeek Fallout, and Musk Power Dynamics Headline the Hour 1/28/25
    Jan 28 2025

    We kick off with Paul Hickey of Bespoke Investment Group and Charles Schwab's Kevin Gordon analyzing key market movements and economic trends.

    Starbucks reports earnings as new CEO Brian Niccols changes come into sharper focus; Wedbush analyst Nick Setyan breaks down what's ahead.

    F5 CEO François Locoh-Donou on the latest quarter. Commvault CEO Sanjay Michandani on protecting AI data and the implications of DeepSeek. Josh Wolfe of Lux Capital joins to discuss U.S.-China competition, defense tech, and the future of critical investments.

    Walter Isaacson shares insights into Elon Musk’s evolving influence in politics and business, bringing his perspective as Musk’s biographer.

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    44 mins
  • Closing Bell: (Deep)seeking Answers 1/28/25
    Jan 28 2025

    What does the future of investing in AI look like and has the game truly changed? We discuss with Big Technology’s Alex Kantrowitz and Alger’s Dan Chung. Plus, some are calling the Deepseek development a boon to startups looking for cash. Rich Heitzmann from FirstMark gives his take. And, we discuss some big moves in the Bitcoin miners – and what’s at stake for that group.

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    43 mins