Markets push through a busy earnings slate as investors weigh strong results and rising expectations. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, explains why the bar for earnings beats remains high and what it means for stocks from here.
Instant analysis and reaction to Palantir earnings with Gil Luria of D.A. Davidson. Dennis Geiger of UBS looks ahead to McDonald’s earnings and explains why he sees an attractive risk reward setup. Our Angelica Peebles reports on the next phase of the weight loss drug story as pills from Eli Lilly and Novo Nordisk begin to reshape the GLP-1 market and expand demand.

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Goldman’s Tony Pasquariello breaks down his forecast for markets, earnings and much more. Plus, Vista Equity Group’s Robert Smith joins David Faber from the Milken Conference with his take on the recent rally in software. And Strategas’ Chris Verrone weighs in on the interest rate landscape.

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Ayako Yoshioka of Wealth Enhancement Group talks positioning after a strong April and where investors should focus next. Oil stays front and center: Sam Margolin of Wells Fargo breaks down how energy stocks are reacting to Exxon and Chevron earnings. Katie Stockton of Fairlead Strategies analyzes the technical setup and whether recent momentum can continue. Mike Santoli is in Omaha, NE ahead of Berkshire’s annual meeting, previewing what to expect from CEO Greg Abel as he takes charge for the first time. Longtime Berkshire watcher Chris Bloomstran of Semper Augustus on what he is watching most closely tomorrow. Barbara Doran of BD8 Capital highlights the biggest winners and what’s working in this market.

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How much momentum is left in this market? Fundstrat’s Tom Lee tells us what he’s thinking. Plus, Morgan Stanley’s Erik Woodring breaks down his first take on Apple’s earnings. And, Ed Yardeni tells us if he thinks investors should buy in May.

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A critical round of earnings led by Apple—we bring you the numbers and instant analysis with Maxim Group’s Tom Forte and Bernstein’s Mark Newman. Venu Krishna, Head of U.S. Equity Strategy at Barclays, assesses the market backdrop and what this earnings cycle means for stocks. Memory names report earnings too. Amit Daryanani of Evercore reacts to developments across the space and what they signal for demand tied to AI and data infrastructure.
Atlassian CEO Mike Cannon-Brookes joins the show to discuss growth, enterprise demand and the evolving software landscape.

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We discuss what’s at stake from Apple’s big report in Overtime with Alger’s Dan Chung, Big Technology’s Alex Kantrowitz and Wedbush’s Dan Ives. Plus, one of the nation’s top financial advisors – Chris Toomey of Morgan Stanley – tells us how he is advising his clients right now. And, we drill down on the massive move in Eli Lilly ahead of Amgen’s numbers.

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Meta, Microsoft, Amazon and Alphabet all report quarterly earnings. The four companies represent more than 15% of the S&P 500. We bring you the numbers and instant analysis.

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Fed Chair Jerome Powell held his last news conference as head of the Federal Reserve – leaving rates unchanged. DoubleLine’s Jeffery Gundlach breaks down his forecast for rates, gold, the economy and much more. And, it’s a big day for mega-cap earnings. We discuss what’s at stake with Requisite’s Bryn Talkington, Odyssey Capital’s Jason Snipe and Evercore’s Mark Mahaney.

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