5:06
BMO's Brian Belski says he's ready to pounce on market overreactions in September
CNBC Television
4:33
The consumer is concentrating, not slowing, says JPMorgan's Matt Boss
6:33
It's time for investors to broaden portfolios, says SoFi's Liz Young Thomas
3:53
The economy will remain durable, says Goldman Sachs' Tony Pasquariello
5:32
Expect small caps to continue to outperform, says DataTrek's Nick Colas
6:03
The hyperscalers aren't overspending, says Deepwater's Doug Clinton
3:47
Don't expect market valuatons to slide lower: BofA’s Chris Hyzy
4:52
The markets are expensive, says Delphi Management President Scott Black
4:06
Apple's iPhones could see a strong Q3, explains Morgan Stanley's Erik Woodring
5:08
A Fed rate cut will be 'next big catalyst' for new-highs in markets, says Courtney Garcia
6:08
The consumer is worse than markets believe, says Trivariate’s Adam Parker
4:55
Nike is a great brand that's just out of favor, says 13D Monitor’s Ken Squire
4:48
Broadcom has the second best AI story in chip space, says Bernstein's Stacy Rasgon
4:40
Renaissance's Jeff deGraaf breaks down what he's seeing in the charts for under-the-surface stocks
5:54
There's no point in emergency cuts based on current labor market, says Hightower's Stephanie Link
5:16
There's little inflation risk now, the Fed needs to move, says Wharton's Jeremy Siegel
4:28
Goldman Sachs' Jan Hatzius expects three 25bps Fed rate cuts through year end
4:23
The market is expecting too much from the Fed, says Allianz's Mohamed El-Erian
3:15
BakerAvenue's King Lip says he's still overweight tech and growth
2:57
The market is telling us there's a higher probability of a recession, says Invesco's Kristina Hooper
4:12
We're moving in the right direction on inflation, says BlackRock's Rick Rieder
5:27
Rockefeller's Jimmy Chang on why he favors defensive parts of the market
6:35
Biotech stocks will get a tailwind from rate cuts, says Stempoint's Michelle Ross
5:23
Unwinding of the carry trade could show more volatility in equities, says NewEdge's Cameron Dawson
6:23
Be cautious, but not too fearful in buying stocks in the market, says Wells Fargo's Chris Harvey
5:14
The worst of the selling pressure is behind us, says Fundstrat's Tom Lee
The gap closing between the Yen and yield differentials will end that carry trade: HSBC's Kettner
3:32
Plexo's Lo Toney maps the road ahead for the tech trade
2:43
Fed's Barkin: There's a narrow path, risks are on table for both sides of the dual mandate
1:47
Delta says damages caused by CrowdStrike outage total at least $500 million
4:15
This week proved markets aren't bouncing without good news, says SoFi's Liz Young Thomas
6:54
Buy the tech dip, says Treasury Partners' Richard Saperstein
Jamie Dimon leaving JPMorgan could take $25B off the market cap, says Wells Fargo's Mike Mayo
4:29
Get defensive and take a barbell approach to this market, says iCapital's Anastasia Amoroso
5:01
Earnings are going to grow in 2025, says Trivariate's Adam Parker
4:30
3Fourteen's Warren Pies says he's fading recession fears and is still in the soft landing camp
4:09
I think tech earnings growth will win, says Value Investment Group's Rashaun Williams
5:35
There are opportunities in the high yield credit market, says BlackRock's Rick Rieder
2:49
The economy is fine despite the recent jobs data, says Ed Yardeni
The Fed doesn't need to cut high right away, says former Dallas Fed President Richard Fisher
2:52
Berkshire was too concentrated in Apple, says NYU’s Aswath Damodaran
3:31
An inter-meeting Fed cut would be a mistake, says Solus' Dan Greenhaus
3:50
Investors do not need to have 'knee-jerk reaction' to jobs report, says Schwab's Gordon
Energy market expects some escalation of geopolitical conflict, says Rapidan Energy's Bob McNally
5:03
Fed's decision to leave rates unchanged was not a mistake, says PIMCO's Richard Clarida
4:43
'Positioning unwind' is behind the overreaction to the job report, says NewEdge's Cameron Dawson
3:24
Intel heads for worst day on Wall Street in 50 years
Citi Research's Lucy Baldwin on FOMC meeting: Fed can finally focus attention on the labor market
5:12
MBF's Clearing's Mark Fisher says this moment will be the bottom of the energy trade
3:48
Elevated volatility is going to be present over the next two months, says Virtus' Joe Terranova
2:42
Regionals are some of the best rotational trades, says iCapital's Anastasia Amoroso
5:56
DoubleLine's Jeffrey Gundlach: There's a lot of room for the Fed to cut short-term interest rates
5:36
Fed should've cut today, says DoubleLine's Jeffrey Gundlach
4:08
Pershing Square withdraws IPO
4:32
We are not fans of small-caps, says Wells Fargo's Sameer Samana on rotation hype
4:25
AMD vs. Nvidia: Bernstein's Stacy Rasgon breaks down the state of the chip wars
4:21
The market is ahead of the Fed, says Trivariate's Adam Parker
6:31
It's a good time for risks, says Sycamore's Mark Okada
2:21
Small is the star of the market rotation, but value is better, says T. Rowe's Sebastien Page
The opportunities in small caps will appear in earnings, Morgan Stanley's Chris Toomey
1:11
Treasury expects to borrow $740 billion in Q3, $106 billion less than prior estimate
3:27
Skepticism in AI is healthy for the tech sector, says Light Street's Glen Kacher
3:19
Invesco's Brian Levitt expects a good nominal back drop over the medium-term
3:57
Expect volatility ahead until mega cap tech rebalances, says Data Trek's Nick Colas
4:17
Bitcoin is the new global denominator for capital, says Miller Value's Bill Miller IV
4:19
The market is too sensitive interest rates, says VantageRock's Avery Sheffield
3:52
Discretionary pullback makes us more cautious on the airline sector, says TD Cowen's Tom Fitzgerald
4:22
The tech pullback is healthy for the markets, says Merrill's Joseph Quinlan
5:10
SoFi's Liz Young Thomas expects a rotation into utilities, staples and health care
This sell-off is just a market correction of the 'Magnificent 7', says Ed Yardeni
2:51
TD Cowen's Andrew Charles shares his bull case for Chipotle
3:40
Competition is heating up for Ulta, will hit margins, says Piper Sandler's Korrine Wolfmeyer
4:36
Fade low quality small caps, says Charles Schwab's Liz Ann Sonders
4:49
The Fed could cut rates by 50 basis points in September, says BMO's Yung-Yu Ma
4:58
Advertisers using Google to boost consumer demand, says Wealth Enhancement Group's Ayako Yoshioka
5:38
Tesla demand story has made a shift for the positive: Wedbush's Dan Ives
5:21
Stocks are undergoing some pre-Fed meeting digestion: Solus' Dan Greenhaus
Harris is status quo on policy, not a big change from Biden: Pangaea's Terry Haines
4:31
Deepwater's Doug Clinton names Alphabet as his favorite 'Mag 7' company
3:26
Semis should begin to catch up after earnings, says Mizuho's Vijay Rakesh
2:45
Warner Bros. Discovery offers to match Amazon offer for NBA rights
5:45
JPMorgan's Jordan Jackson: Market will end 2024 higher than where it is now
6:04
Proceed with caution in the short-term trade, says RBC's Lori Calvasina
4:01
Inflation, interest rates and earnings could be headwinds for stocks, says Wells Fargo's Scott Wren
CIC's Malcolm Ethridge on CrowdStrike: Investors may rethink playing one cybersecurity stock
5:07
Market rotation will be bullish over the short-term, says Ned Davis' Ed Clissold
0:05
Underlying trends for Amex haven't changed, says Argus Research's Stephen Biggar on Amex Q2 earnings
We're in the early stages of a needed market correction, says Virtus’ Joe Terranova
Netflix expected to 'crush it' this earnings season, says Big Tech's Alex Kantrowitz
5:02
Small cap rotation may last another four weeks, says Nuveen's Saira Malik
1:09
What you need to know about Sony's Playstation 4 Pro
4:42
Airline weakness shows consumer weakness at its best, says Jefferies' Sheila Kahyaoglu
Mega caps will continue to be the market outperformers, says Cantor's Eric Johnston
5:42
Political 'noise' around semiconductors may create buying opportunities, says Alger CEO Dan Chung
5:34
Portfolio balance 'is the name of the game' in current market, says Lauren Goodwin
2:50
3-Stock Lunch: KB Home, Fluor and Utz Brands
Nike is poised to rebound, says Bernstein's Aneesha Sherman
0:57
Elon Musk: SpaceX will move its headquarters from California to Texas
3:10
Rate cuts in the second half can reduce regional bank headwinds, says Wedbush's David Chiaverini
4:57
Buy on pullback and volatility, say iCapital's Anastasia Amoroso
6:01
NB Private Wealth's Shannon Saccocia: US consumer is our biggest focus in terms of downside risk
BlackRock’s Rick Rieder: Inflation is durably lower and growth is moderating
5:41
Morgan Stanley's top pick: Apple
Market rotation builds momentum
1:24
Donald Trump officially becomes the 2024 Republican nominee for president
Future downwards earning revisions could lead to a sideways market, says Rockefeller's Jimmy Chang
3:59
Despite the tech pullback, there's still more upside in the sector, says BakerAvenue's King Lip
5:15
NewEdge's Cameron Dawson says these factors can continue to fuel the market rally
4:18
Charles Barkley on NBA media rights, leaving sports analytics and the Olympics
3:45
Don't chase small caps, says 3Fourteen's Warren Pies
The rate cut feels like it's really coming, says Ed Yardeni
5:48
Fed rate cuts expectations are enough to be tailwinds for risk assets, says HSBC's Max Kettner
Marvell could double its revenue from here, says Goldman Sachs' Sung Cho
5:52
Weaker macro data raises prospect of fall rate cuts: Solus' Dan Greenhaus
5:29
It's not the right time to go all in on value, says JPMorgan's Gabriela Santos
SoFi's Liz Young Thomas says it's time to trim some gains in large caps
5:19
Evercore's Roger Altman expects two rate cuts in 2024
0:52
Silk Road's Ulbricht gets life in prison
4:13
Boston Celtics Governor Grousbeck on team's championship, succession planning and potential price
Bitcoin can get to $100,000 by year-end, says Skyridge's Anthony Scaramucci
We're going into a dead season, says FirstMark's Rick Heitzmann
4:24
Trivariate’s Adam Parker expects earnings revisions to come in September
Three-Stock Lunch: Intel, Corning and ServiceNow
The 'Mag 7' have become the value stocks of the market, says NYU's Aswath Damodaran
Markets are priced to perfection, says Capital Wealth's Kevin Simpson
3:51
We are in a 'slowing' economy, says Wharton's Jeremy Siegel
Consumer pressure showing in restaurant sector, says BTIG's Jonathan Krinsky
3:35
Citi's Scott Chronert on how to prepare for stock's 'summer squall'
Small caps could present opportunity in anticipation of rate cuts, says Ayako Yoshika
5:49
Potential pullback doesn't derail upward path for stocks this year, says RBC's Lori Calvasina
5:05
Market remains steady on macro environment and AI earnings potential, says Trivariate's Adam Parker
2:26
UBS' Julie Fox expects the Fed's first rate cut to happen in September
2:33
Warner Bros. Discovery reportedly interested in merging Max and Paramount+ in joint venture
3:02
Chewy's outlook is still mixed, says Oppenheimer's Rupesh Parikh
PIMCO's Richard Clarida expects no changes for the Fed's July FOMC Meeting
Don't trend it all in one place, says Macro Risk's John Kolovos
Solus' Dan Greenhaus expects markets to tread this month
4:14
Tech momentum to last through summer, expect seasonal weakness in fall, says BakerAvenue's King Lip
4:41
I don't see the weakness requiring the Fed to cut, says Yardeni's Eric Wallerstein
Growth forecasts may be too high, says NewEdge's Cameron Dawson
6:09
U.S. banks are in a good and resilient place, says Wells Fargo's Mike Mayo
Trivariate's Adam Parker expects the second half of the year to be weaker than the first half
Hedges are a long-short story now, says Citi's Mithra Warrier
The tech drawdowns are healthy, says Deepwater's Doug Clinton
4:05
Hightower's Stephanie Link is bullish on Amazon's super-charged comeback
3:54
The Fed should consider cutting in July, says Allianz's Mohamed El-Erian
4:11
The euphoria for Nvidia could drive the market cap to $6 trillion, says EMJ Capital's Eric Jackson
3:41
Investors should stay in high-quality names, says Charles Schwab's Liz Ann Sonders
5:33
The summer is historically tough for semis, says Renaissance Macro's Jeff deGraaf
3:01
Nvidia will continue to experience many corrections along the way, says Alger CEO
The underlying economy continues to hold up, says Solus' Dan Greenhaus
4:20
Now is a time to own growth and sell some, says T. Rowe's Sebastien Page
Expect some rotation during earnings season, says Morgan Stanley's Chris Toomey
Nvidia got 'overloved' very quickly, says Hightower's Stephanie Link
4:03
The bull market has left its hoof marks, says Ed Yardeni
4:59
The 'Magnificent 7' should have another good earnings season, says Alger's Ankur Crawford
4:46
It's too early to get negative on semiconductor trade, says Trivariate's Adam Parker
Stay long AI and Tech sector through the second half of 2024, says PIMCO's Erin Browne
Treasury Partners' Rich Saperstein on tech dominance: Where else are you going to be?
1:07
Boeing CEO: I'm proud of our safety record and every action we've taken
Stock market's 'powerful AI trend' will work until it doesn't work, says Corvex's Keith Meister
Market concentration could be a warning the rally is slowing: Carson Group's Ryan Detrick
JP Morgan's Jordan Jackson: Still bullish on risk assets this year
Goldman Sachs' Kristin Olson: Alternative asset managers are exploring the wealth space
4:47
Miller Family's John Spallanzani expects the bull market to run further
4:39
The Fed making a mistake isn't going to hurt the bull market, says Ritholtz's Josh Brown
4:04
The risk-reward is no longer favorable, says Macro Risk's John Kolovos
Market concentration has nearly doubled in the last ten years, says Morgan Stanley's Mauboussin
BofA's Jill Carey Hall makes a bullish case for the return of small caps
It's a tough investment environment outside of tech and AI, says Virtus' Joe Terranova
1:30
President Biden on Hunter's trial: I'm going to abide by the jury decision and not pardon him
DoubleLine CEO Jeffrey Gundlach: Fed's rhetoric will change dramatically by year-end
DoubleLine CEO Gundlach: Been bullish on gold all year, but it need to take a break
DoubleLine CEO Jeffrey Gundlach says he's less confident the Fed will cut this year
6:55
National Amusements fail to reach agreement with Skydance on Paramount deal, sources say
Morgan Stanley's Erik Woodring on Apple WWDC: Slightly exceeded expectations
2:22
The risk of an imminent slowdown isn't likely, New York Life Investments' Lauren Goodwin
This will be an AI-driven super cycle for Apple, says Wedbush's Dan Ives
No signs of the tech sector trade weakening, says BakerAvenue's King Lip
0:51
FDA advisers say Eli Lilly's Alzheimer's treatment is effective
6:39
Key takeaways from Apple's WWDC
3Fourteen's Warren Pies expects consistent weakness in crude oil ahead
5:00
Don't be afraid to take profits from outsized gain, says Charles Schwab's Kevin Gordon
Nvidia is a generational story for now, says Fundstrat's Tom Lee
We need the Fed to cut rates slowly to maintain the bull rally, says Ned Davis' Ed Clissold
The rest of the market will have to participate to hold the rally, says Virtus' Joe Terranova
0:23
Lululemon's risk is to the upside, says Cowen's John Kernan
Nvidia hits a $3 trillion market capitalization for the first time as shares pop
Branch Global's Greg Branch is still bearish on the market
Wells Fargo's Chris Harvey doesn't expect more market upside until July
6:19
CIC Wealth's Malcolm Ethridge: It's shortsighted to sell off CrowdStrike or Palo Alto
6:07
Trivariate's Adam Parker: Investors looking for more exposure, growth is still the theme
2:08
E-Trade reportedly considering removing 'Roaring Kitty' from its trading platform
6:28
Goldman Sachs' Robert Kaplan: The next Fed move is likely a cut
Big Tech's Alex Kantrowitz on the latest chip unveiling and Apple's WWDC
What's ahead for investors in June
6:42
Goldman Sachs Tony Pasquariello: Magnitude of Nvidia's rise invites questions of sustainability
4:26
EMJ's Eric Jackson makes the bull case for Dell despite recent pullback
3:36
Tech is driving the market down, says NewEdge Wealth's Cameron Dawson
