Closing Bell Overtime: Strong Earnings Season Rolls On 5/4/26

About this episode

The episode discusses the ongoing earnings season, featuring insights from financial experts on stock performance and the impact of new weight loss drugs.

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.

People in this episode

Guests: Dan Skelly, Gil Luria, Dennis Geiger, Angelica Peebles

Topics covered

• earnings season
• stock market analysis
• weight loss drugs
• financial expectations
• investment strategies

Keywords

• earnings
• stock market
• investment
• weight loss drugs
• financial analysis
• Palantir
• McDonald's earnings

Mentioned in this episode

Organizations: Morgan Stanley Wealth Management, D.A. Davidson, UBS, McDonald’s, Eli Lilly, Novo Nordisk

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