US Markets

Constellation Research CEO R 'Ray' Wang discusses the market sell-off, his expectations for Amazon and Apple earnings, the Federal Reserve meeting and AI governance on 'Mornings with Maria.'

Former Council of Economic Advisers chair Jared Bernstein and Huntington Commercial Bank chief economist Ian Wyatt discusses the Fed's decision to hold rates on 'The Claman Countdown.'

Piper Sandler chief global economist Nancy Lazar analyzes the state of the U.S. economy, expectations for the Federal Reserve's rate decision and what upcoming GDP and inflation data could mean for investors on ‘Mornings with Maria.’ 

Payne Capital Management president Ryan Payne and Bullseye American Ingenuity Fund portfolio manager Adam Johnson break down the market rally, strong earnings, falling oil prices and what Meta and Microsoft earnings could reveal about AI spending.

Great Hill Capital chairman Thomas Hayes discusses the semiconductor market, highlighting its cyclical nature, on 'The Claman Countdown.'

Investment banking expert Gary Kaltbaum raises concerns about NVIDIA's high valuation and spending and highlights rising credit default swaps and the pressure on the semi-AI trade on 'Varney & Co.'

U.S. Securities and Exchange Commission chair Paul Atkins details how the agency is helping boost IPO numbers on ‘The Claman Countdown.’

Fitz-Gerald Group chief investment officer Keith Fitz-Gerald asserts that artificial intelligence is the most significant investing theme in recorded human history, comparing its impact to electricity.

BluBird Capital managing partner Anni Sen analyzes the technology sector, discussing Chinese chipmaker CXMT's market position and BlackBerry's pivot to robotics on 'Making Money.'

UBS managing director and senior portfolio manager Jason Katz discusses market uncertainty surrounding artificial intelligence spending on 'Varney & Co.'

Stuart Varney kicks off Monday's market report, noting falling oil prices and interest rates leading to a stock market rally. He covers Big Tech's AI spending ahead of earnings, stable Treasury yields, and national average gas and diesel prices.

Motley Fool Asset Management portfolio manager Shelby McFaddin analyzes this week's market trends and tech earnings, noting volatility around AI spending on 'Mornings with Maria.'

Laffer Tengler Investments CEO and CIO Nancy Tengler joins ‘Mornings with Maria’ to discuss the AI-driven tech sell-off, why she remains bullish on the Magnificent Seven and why strong economic growth continues to support markets.

RDS Wealth President and CEO Dale Smothers discusses investment opportunities in mega-cap tech stocks like Microsoft and Google, advising investors to look for opportunities when these market leaders show weakness.

Prochain Capital President David Tawil and CPA & Market Analyst Dan Geltrude discuss Intel Q2 earnings and argue that the market is overreacting to AI spending concerns on 'Mornings with Maria.'

Slatestone Wealth chief market strategist Kenny Polcari discusses whether investors should sell the Magnificent Seven and the Nasdaq's recent pullback on ‘Varney & Co.’

American Express reports strong Q2 earnings, with revenue up 10% and EPS beating estimates. CEO Stephen Squeri highlights robust consumer confidence, lowest delinquency rates, and a significant 40% year-over-year increase in Gen-Z spending.

CFRA Research chief investment strategist Sam Stovall explains why Alphabet and Tesla earnings disappointed investors, citing high expectations and significant CapEx spending, on 'The Claman Countdown.'