Nightly Business Report

As inflation pressures have eased, the Bulls have taken over Wall Street. But one strategist says ‘hold on’ – inflation will be stubbornly persistent, and growth stocks will come back down to Earth. He’ll explain why. Plus, we’ll dig into some of the biggest media headlines of the day, and explain what they could be telling us about where the world of entertainment is heading. Ed Lee of The New York Times joins us. And, Lido Advisors’ Gina Sanchez joins with a Consumer Edition of ‘3 Buys & A Bail.’ She’ll reveal which name she thinks is crushing it on all fronts right now – and will continue to for investors.

Has the rally run out of steam? The answer may be ‘yes’ based on what we’re seeing in the Options market. We’ll look at what’s going on, and where the opportunities are right now. Plus, what’s the plan for Apple’s ad ambitions? Who are the winners and losers? And how might it affect iPhone users? We’ll tackle all of these questions and more. And, the earnings parade continues with Deere, Applied Materials and Foot Locker on deck. We’ll bring you the action, the story and the trade in all 3 of them in Earnings Exchange.

Stocks are pulling back today, with the Nasdaq getting hit the hardest. But that’s because it’s had the biggest bounce back. That includes Apple, which is up 32% in just 2 months, and only 5% off its all-time high. But one Technician says its run is done. We’ll debate that take. Plus, we’ll try to make sense of some conflicting economic data, with some signaling ‘recession’ while others show the opposite. How will the Fed react to it all? We’ll explore. And, we’ll bring you the action, the story and the trade in Cisco, BJ’s Wholesale and Kohl’s ahead of results on deck in Earnings Exchange.

Inflation is coming off the boil, the consumer is holding up ok, and the market has been rallying. So that’s all good, right? Maybe not. We’ll look at why and where to find value in case this isn’t the start of a new bull market. Plus, China is trying to revive its economy and jumpstart population growth. But Niall Ferguson warns that growing at all costs could come at a big price. He’ll join us to make his case. And, more cracks are forming on the housing front. We’ll tell you what they are, and what it means for the economy in the back half of the year.

Stocks are pausing today after a huge rally off of the June lows, as Chinese & U.S. economic data both weakened more than expected. Is the market rally durable or not? JPMorgan and Morgan Stanley have differing views, and we’ll get both of their takes. Plus, we’ll examine those signs of weakness in the Chinese economy. We’ll take a hard look at the impact here & abroad. And, two huge retail names report results tomorrow morning. We’ll give you the action, the story and the trade in Walmart & Home Depot in Earnings Exchange.

The market is on pace to close out its first 4-week winning streak since the peak last September. The Nasdaq is now up 20% from the June lows, and we just got optimistic consumer data. We’ll explore whether the rally can hold. Plus, we’ll get a trader’s take on how to play this rally amid rising rates. And, a historic drought is plaguing Europe, and rivers are so low, ship can’t pass through with food & fuel. We’ll get a live report on this dire situation.

We just got another lighter-than-expected inflation reading. But is it enough for the Fed to change course? And which course would keep the Bulls in charge? We’ll explore. Plus, we’re learning more about the rise – and the risks – of single-stock leverages ETFs. Former Nasdaq CEO Bob Greifeld will join us with his take on them. And, we’ll give you the action, the story and the trade on Rivian, Poshmark and Toast – and how to position on all 3 – ahead of results on deck in Earnings Exchange.

The good news: stocks are surging on a lighter-than-expected inflation report. The bad news: we’re seeing the weakest productivity growth for any expansion in post-war history. What does it all mean? We’ll explain. Plus, we’ll bring you the story, the action and the trade in Disney, Bumble and Canada Goose ahead of results on deck in Earnings Exchange. And, Carter Worth called the top for Energy back in May when he went short on the XLE and long on the broader market. He’s closing that position today, and will join us to reveal where he’s investing next.

Meme stocks are making a comeback, with Bed Bath & Beyond doubling since August, and AMC Entertainment up 50%. It’s a headache for the shorts, but is this actually a good sign for the markets? And where’s all the cash coming from this time? We’ll explore. Plus, the Chips Act is now signed into law. And yet the Chip stocks are tumbling for a second straight day. We’ll talk to one of the key Senators involved about how soon & how much it will actually help U.S. chip makers. And, some big movers are about to reporter their results. We’ll bring you the story, the action and the trade in Coinbase, Roblox and Wynn Resorts in Earnings Exchange.

Stocks have turned lower, giving up the morning’s big gains even after the S&P hit a key technical level. Is it Nvidia’s fault after it pre-announced a revenue miss for Q2? We’ll explore. Plus, should the Fed just sit back and let the job market rip – or should they hike even more aggressively? We’ll debate which response is right following Friday’s red-hot jobs report. And, the Democrats are close to a historic win on climate and tax hikes with the Inflation Reduction Act. Could it propel them to a victory in the Midterms? We’ll discuss.

A big surprise on the labor front, as the July jobs report came in much hotter than expected. So will the Fed ramp up rate hikes to help tame inflation? We’ll explore. Plus, consumers are spending big money on experiences, which helped Live Nation report a record quarter. The President & CFO joins us to discuss consumer trends post-pandemic. And, mortgage lenders have been hit hard by rising interest rates, and now there could be big a shakeout coming in the industry. We’ll bring you the latest details.

As inflation sits at 40-year highs, the CEOs of Papa John’s and e.l.f. Beauty join us to discuss spending trends they’re seeing, and how it’s impacting their bottom lines. Plus, after holding the top spot for months, Tech hiring has slowed down significantly. So which industry takes the top spot now? The CEO of Recruiter.com joins us to ahead of tomorrow’s big jobs report. And, Needham’s Laura Martin says advertising will big Apple’s next big revenue stream. She joins us to make her case, and explain what kind of upside for shares she sees ahead.

Tech is leading the market’s gains today, as investors digest more Fed speak, earnings & economic data. But could the bounce be short-lived? We’ll look at 3 names poised to keep the gains going. Plus, how likely is a cyber attack against the U.S. in response to Speaker Pelosi’s trip to Taiwan? We’ll speak with a cyber security expert who expects China’s response to be “big.” And, we’ll give you the action, the story and the trade in Lucid, Sunrun and Hostess Brands ahead of results on deck in Earnings Exchange.

Despite coming off the Fed’s second 75 bps rate hike in a row, and just 3 days ahead of the July jobs report, San Francisco Fed President Mary Daly said there’s still “a long way to go” in the fight against inflation. We’ll explore what she says needs to happen. Plus, with inflation at 40-year highs, consumers are searching for any way to save right now. We’ll speak to the CEO of Misfits Market – which offers surplus produce and groceries at a discount – about the trends he’s seeing in the marketplace. And, we’ll give you the action, the story and the trade in AMD, Starbucks and PayPal ahead of results on deck in Earnings Exchange.

Banks historically do well in a rising rate environment, and this time around, regionals are the outperformers. We talk to the CEO of Texas-based Frost Bank about the activity he’s seeing and why he thinks inflation has peaked. And, Uber results are on deck…why share price could double over the next year. Plus, housing data firm Black Knight reporting home price appreciation posted its biggest monthly drop ever in June, what that means for both buyers and sellers.

GDP has contracted for the second straight quarter, but a recession has yet to be officially declared. Are investors focused on the wrong thing—and how should they position now? Amazon, Apple and ads—we parse the big trends in teach earnings and what those results reveal about the economy. And 3 Buys and a Bail: Food Edition. We head to the heartland where one trader is making big bets on agriculture…and shunning one delivery service.

President Biden takes a victory lap with the surprise legislation from Democratic Senators Manchin and Schumer. Royal Caribbean CEO Jason Liberty discusses his take on second quarter strength, and why travelers are back on the high seas. Plus, Secretary Janet Yellen delivers remarks on the economy from the Treasury Department.

With just an hour away until the Fed decision, we discuss what Powell’s gotten right, what he’s gotten wrong, and whether or not its rapid rate hikes are a huge policy mistake. And as pending home sales in June fell 20% compared to the previous year, the CEO of the country’s largest builder weighs in on the impact of the cooling housing market on her bottom line. Plus—ads, autos, and appliances. We get the trade on Meta, Ford, and Stanley Black and Decker ahead of earnings.

Walmart just cut its outlook, sending retail stocks and the broader markets spiraling lower. And now Shopify is laying off workers as e-commerce slows. Are there any winners in the retail sector right now? We’ll explore. Plus, the Nasdaq is leading the market declines as Microsoft & Alphabet are set to report earnings after the bell. Should you buy either right now? Our trader will make her case for why one of them is worth a look here. And, we’ll check back in with AptarGroup CEO Stephan Tanda. When he first joined us in 2020 his company was having inventory woes. But now “job abandonment” is his biggest challenge. He’ll explain why.

Stocks are in “wait-and-see” mode as we dive into a critical week for the market. Big Tech earnings are on deck, big economic data is due out and the Fed’s big decision on interest rates. Looms. We’ll walk you through what to expect, what’s priced in, and how to position. Plus, we’ll speak with an expert who says the market is “volatile & directionless” right now, so consider dividend-payers to ride out the storm. He’ll reveal his top picks. And, it’s not just Tech names reporting this week. We’ll look at the Chips, Homebuilders and Restaurants with results from NXP Semiconductor, PulteGroup and McDonald’s on deck in Earnings Exchange.