Closing Bell

How could the new rate reality impact the road ahead for stocks? Wells Fargo’s Chris Harvey, Requisite Capital Management’s Bryn Talkington and HSBC’s Max Kettner break down where they stand. Plus, Ashley MacNeill from Vista tells us where she is seeing opportunity in the software and tech space. And, we tell you what to watch from IBM and Tesla when they report after the bell. 

The CDC announced a link between McDonald’s and a multistate E. coli outbreak. Dr. Scott Gottlieb on what that means for the company and consumers. Morgan sits down with Norfolk Southern CEO Mark George for his first interview in the new role. Starbucks shares slid in Overtime after giving a Q4 warning and suspending its 2025 guidance. Plus, Evernote co-founder Phil Libin on tempering AI expectations. 

Rich Clarida, former Federal Reserve Vice Chairman, reveals insights on monetary policy and the Fed's future decisions. Keith Lerner highlights the enduring bull market with a focus on technology and cyclical sectors. Mike Rode discusses the economic influences shaping investment strategies. Jeff DeGraff offers technical analysis, pinpointing investment opportunities amidst current market trends, including the potential of AI-driven stocks. The conversation delves into inflation, interest rates, and how political shifts could impact fiscal policies.

Qualcomm CEO Cristiano Amon debuted his company’s new AI mobile chip right before joining to discuss the new chip’s performance, the AI strategy, Intel rumors and more. Glossier CEO Kyle Leahy breaks down her company’s sales, its foray into fragrance and if an IPO could be in the future. Plus, Morgan Stanley Global Chief Economist Seth Carpenter on the latest data the Fed is watching.

Explore the latest in market performance and upcoming mega cap earnings that could drive volatility. The discussion covers investment strategies that navigate rising yields and inflation skepticism. Insights on alternative investments reveal a resurgence in private equity. Key sectors like AI and housing trends highlight growth amidst market uncertainties. The panel also analyzes NVIDIA's dominance in the chip industry and examines how the upcoming election may shape economic policies.

George Hill, Managing Director at Deutsche Bank, shares key insights on CVS's leadership transitions and the broader market implications. Lalu Aganga, U.S. CIO at Mercer, discusses strategies for navigating international markets amid shifting economic conditions. Catherine Boyle, General Partner at Andreessen Horowitz, highlights investment prospects in aerospace and defense, emphasizing technology's role in national security. Together, they explore the intersection of market trends and strategic investments, providing a comprehensive look at today's financial landscape.

Adam Parker, founder of Trivariates, delves into market dynamics, emphasizing the significance of reallocating investments. Eric Johnston from Cantor Fitzgerald shares insights on small-cap equities and evolving market sentiments around upcoming elections. Ryan Dietrich of Carson Group highlights a bullish market outlook while Sandra Cho from Point Wealth Capital discusses alternatives to traditional investment strategies. The group explores the challenges of navigating economic shifts, contrasting bullish sentiments with caution amid rising interest rates.

Chris Johnson, CEO of Maxar Space Systems and a leader in satellite manufacturing, discusses exciting advancements in Earth observation technology. He highlights the company's innovative Worldview Legion satellites and collaborations with NASA for future missions. Johnson explains how the satellite industry is shifting towards commercial ventures, enhancing mission efficiency through standardized platforms and solar electric propulsion. He emphasizes the importance of long-term vision in space infrastructure development, allowing for strategic growth beyond quarterly pressures.

Mark Mahaney, an Evercore ISI analyst, provides keen insights on Netflix's earnings and future, focusing on challenging market dynamics. Ben Silverman, former NBC Entertainment co-chairman, discusses the competitive landscape of media and Netflix's strategies. Mark Zagorski, CEO of Double Verify, emphasizes the importance of ad verification in Netflix's advertising approach. Together, they dissect Netflix's subscriber growth, its original content investments, and the broader implications for the streaming industry amid shifting market trends.

Bill Miller IV, Portfolio Manager at Miller Value Partners, shares his expertise on market positioning and investment strategies. He discusses the current bull market, emphasizing the potential in value stocks and Bitcoin's resurgence. The conversation also touches on cash reserves, the impact of upcoming elections on investment trends, and the significance of technological advancements. Miller highlights how the market's optimism, particularly in sectors like retail and semiconductors, shapes the investment landscape.