The bull market has room to run, and the recent volatility has presented great opportunity. That’s according to one of our guests. He’s here with what makes him optimistic, and the three names he likes right now. Plus, Boeing’s loss may have been smaller than expected, but it was an ugly quarter. We have the latest on earnings, the CEO search, and how quality control issues are being handled. And, there more names on deck to report including a big one, Meta. We have the action, the story, and the trade into the print.  ..read more

: Stocks higher, yields lower as investors digest mixed economic data. Business activity in April grew at the slowest pace so far this year, while new orders fell for the first time in almost four years. But manufacturing input costs hit a one-year high and services demand remains strong. So what does all this mean for the Fed? Our economist makes the case for a July cut. Meanwhile, new home sales notched their highest reading since September, as builders pull back on prices and offer incentives to offset higher rates. We’ll talk to the CEO of real estate developer Howard Hughes Holdings about ..read more

There’s GDP, PCE, and big tech earnings. It could be a market-moving week. If there’s a pullback, our market guest says ‘buy.’ He’ll tell us why and where he’s looking for opportunity. Plus, speaking of pullbacks, some of semi names are in a bear market, but our analyst sees strength ahead, and soon. He’ll tell us when, why, and what names he sees best positioned across the chips universe from here. And on this Earth Day, a special Three Buys and a ‘Maybe’ ESG edition. The acronym may be divisive, but the returns our guest sees for these names may make you a buyer ..read more

Has the Fed’s base case shifted from “later cuts” to “no cuts this year?” Our market guest says it doesn’t matter. He sees stocks going higher regardless. He’ll tell us why, and the one scenario that could change it. Plus, credit card debt stands at a record high. At the same time, using buy now pay later to fund purchases remains popular. Klarna has its finger on both of these trends, and the CEO is here with what he’s seeing. And, a push to on-or near-shoring supply chains is making one sector increasingly attractive. We’ll tell you which one, and the names that stand to benefit the most.&nb ..read more

The bond market is keeping stock gains in check as we prepare to hear from Fed Chair Powell this hour. We’ll bring you the headlines and reaction from BNY Mellon’s CEO. Plus, the winners and losers ahead of REIT earnings as office vacancy rates hit a 20-year high. And housing starts just posted the biggest drop in 4 years, but one name is better-insulated from high rates, according to our analyst ..read more

Stocks sink after Israel vows to retaliate against Iran following its missile attack over the weekend. We discuss the ramifications across energy and defense and what it means for US foreign policy. Plus, Netflix kicks off big tech earnings later this week. Morgan Stanley’s Ben Swinburne joins with the key numbers to watch and why he sees $1000/share in the not-too-distant future.   ..read more

WeWork co-founder Adam Neumann is unveiling his new venture and spoke exclusively to our Deirdre Bosa about that and his bid to buy back WeWork. Plus, Bank of America says the Street is underestimating Apple’s pricing power ahead of its results and joins us to make his case. And the market is fixated on the macro, but that’s a good thing according to our market guest who says the setup into earnings couldn’t be better ..read more

March’s CPI number came in hotter than expected, hurting the probability for a June rate cut, but our market guest sees a lot of opportunities in both stocks and bonds. Plus, Nvidia’s defying gravity according to our trader. He’ll tell us how to position. And Google is unveiling a new chip and calling out the competition. We spoke exclusively with the Google Cloud CEO and bring you the highlights ..read more

Satori Fund’s Dan Niles brings us the three names he would kick out of the Mag 7, and the areas where he’s looking beyond big cap tech. Plus, we’ll check in with one banking veteran ahead of the financials kicking off earnings season. And inflation is not slowing down Norwegian Cruise Lines as the company places its largest ship order ever. We’ll speak with the CEO on the heels of that massive investment ..read more

The Fed has been unusually unanimous over the past several years, but we’re starting to see some divisions when it comes to cutting rates. Plus, Treasury Secretary Janet Yellen sat down exclusively with our Sara Eisen in China. We’ll bring you the highlights. And we’re counting down to the 2024 solar eclipse with a live report from Burlington, Vermont, and renowned theoretical physicist and author Brian Greene ..read more