Software Slumps, Meta Surges on Earnings Beat, Lazard and Raymond James CEOs 1/29/26

One of the first public reactions from the Fed to the President’s pick of Kevin Warsh for the next Fed Chair. Fed Governor Stephen Miran talks the outlook for rates, inflation and what the future holds for himself in terms of his next job. Then how the Warsh pick impacts the outlook for rates and the market. Deutsche Bank lays out what investors should be thinking about. And gold and silver plummet after the Warsh pick. The Street’s reaction to that move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nasdaq falls more than 2% as Microsoft and software move lower. What’s driving those declines? We discuss. Then, Meta shares jump after an earnings beat with investors shrugging off concerns about growing capex numbers. Plus, the CEOs of Lazard and Raymond James join the show on the back of earnings with their outlook for M&A and the macro economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dollar rallies as Treasury Secretary Bessent tells CNBC the U.S. is not considering intervention in the currency markets. The Yen moving more than one percent on those remarks as well. Then Evercore’s first reaction to Starbucks results, and whether the stock reaction can be the start of a long-term rally. Plus, the CNBC speaking with the CEO of GE Vernova after raising guidance. Those comments, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Health insurance stocks plunge after an update related to plans for a smaller-than-expected Medicare rate increase. Then five years after the GameStop trading frenzy. How retail traders are still playing a major role in the market. Plus, the CEO of food distributor Sysco. On earnings and what he’s seeing in terms of food inflation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CEOs of Minnesota-based businesses respond to the killing of a second U.S. citizen by ICE agents. New comments from the CEO of Target this hour. Plus, the President with a new social media post saying he’s now looking to work with Governor Tim Walz. Then, airlines and utilities respond to the winter storm. Updates on the resumptions of flights and power, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intel shares plummet after guidance disappoints investors. A breakdown of the quarter and what tot expects from some of tech’s biggest names that report next week. Then, with many cities on the east coast expecting more than a foot of snow, the CEO of Generac joins to explain how the power grid is prepared for the ice and snow. Plus, beyond AI chatbots. The industry now looking to a much larger and potentially more profitable venture. That story on Money Movers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEOs of Novartis, Authentic Brands and CrowdStrike join the show live from Davos. Responding to the President’s criticism of the pharma industry, laying out the impact of tariffs on retail and detailing rising cyber threats across the globe. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. Commerce secretary Howard Lutnick joins the show live from Davos with the markets on edge over the President’s tariff threats related to countries pushing back over a U.S. takeover of Greenland. Then the CEOs of Gap and Pfizer, on how their businesses are navigating a trade war.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The White House looking to strike a deal to curb the impact of AI demand on power prices. The CEO of EQT, the largest nat gas producer in the U.S. joins to explain the increase in demand. Then AI is still eating software. A top wall street analyst with a warning about further downside pressure. He lays out the names to avoid.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.