Episodes
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10AM Hour: Wall St. Legend Leon Cooperman, Memory Stocks Bounce Back, OpenAI’s Talent Exodus 8/14/26
Economic indicators present a cautiously optimistic view, but uncertainties remain amid inflation concerns.
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9AM Hour: SanDisk CEO, SpaceX Climb Continues, Bond Market Signals 8/14/26
The stock market continues to hit new highs despite mixed macroeconomic signals, driven largely by optimism around AI and technology sector growth.
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11AM Hour: CoreWeave & Tapestry CEOs on Earnings & Rick Caruso on Reopening Palisades Village 8/13/26
Consumer resilience keeps the US economy buoyant despite mixed labor data.
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10AM Hour: Databricks CEO on New Funding Round & IPO Timeline, Bullish CEO Tom Farley, Shippers Detail Hormuz Disruption 8/13/26
The current stock market demonstrates resilience with broad participation from technology and consumer sectors, amid a backdrop of geopolitical disruptions impacting global supply chains.
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9AM Hour: Cisco CEO Chuck Robbins, PPI Print, Tapestry Tanks 8/13/26
Leadership involves trusting yourself and thinking big to achieve significant goals.
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CNBC Investing Club: Cramer’s Morning Take on Nvidia 8/12/26
Nvidia's older generation A100 chips remain valuable and extend into 2029, supporting the company's ongoing revenue strength.
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11AM Hour: Former Treasury Secretary Jack Lew, Quantinuum CEO on Earnings & Google's New Pixel Lineup 8/12/26
Tech sector earnings are a positive indicator for the AI and semiconductor markets, with record backlogs and rising GPU prices showcasing ongoing demand.
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10AM Hour: Bob Iger, Josh Kushner to Buy Lakers, Goldman’s First Reaction to CPI, Lumentum CEO on Earnings 8/12/26
Inflation remains subdued, with core inflation at the lowest levels since early 2023, reducing the likelihood of an upcoming Fed rate hike.
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9AM Hour: CoreWeave CEO Mike Intrator, July CPI Report, SpaceX’s AI Outlook 8/12/26
July CPI data showed a modest increase in inflation, influencing expectations for Federal Reserve policy moves.
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CNBC Investing Club: Cramer’s Morning Take on Micron 8/11/26
Confidence and a fearless attitude are crucial for pioneering new frontiers.
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11AM Hour: Invitation Homes CEO, eToro CEO & Oil Market Outlook 8/11/26
The crypto market is experiencing cyclical downturns but maintains a long-term bullish outlook, especially on Bitcoin and digital assets.
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10AM Hour: Nvidia’s $500B Deal with Wall Street, GXO Logistics CEO, The Next Test for the AI Trade 8/11/26
The AI infrastructure market is experiencing unprecedented growth, driven by massive investments and innovative financing deals like Nvidia's $500 billion plan.
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9AM Hour: Nvidia’s $500B Partnership, The Fate of Hormuz, Intel Upsizes Stock Offering 8/11/26
Nvidia is making a strategic push into AI infrastructure financing, potentially creating a new asset class backed by real infrastructure assets like GPUs.
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11AM Hour: Goldman's Private Credit Outlook, Lawyer for Pied-à-Terre Tax Lawsuit & Intel's New Stock Offering 8/10/26
The stock market is showing mixed signals, with energy and healthcare outperforming, while tech lags, ahead of key economic data releases.
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10AM Hour: SpaceX Briefly Regains IPO Price, The Case for No Rate Hike, Berkshire Puts Cash to Work 8/10/26
The stock market experienced a mixed start, with recent gains partly supported by earnings and macroeconomic confidence.
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9AM Hour: Squawk on the Street 8/10/26
New all-time highs in the stock market often reflect positive broad market participation, driven by heavyweight stocks.
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11AM Hour: First Solar CEO on New Tariffs, Columbia Sportswear CEO on Tariff Refund & Wheaton Precious Metals CEO on Earnings 8/7/26
Despite a softer jobs report, markets remain optimistic, indicating a trend-dependent stance by the Fed and resilience in the economy.
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10AM Hour: Golman’s Frist Reaction to the Jobs Report, Cybersecurity CEO on Rogue AI Hacks, Iran Proposes Banning U.S. & Israeli Ships from Strait of Hormuz 8/7/26
A weakening U.S. labor market, combined with cautious inflation forecasts, suggests the Federal Reserve may delay rate hikes or slow the tightening cycle.
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9AM Hour: Unexpected Decline in July Jobs, Trump's New Comments About Warsh, Tech Winners' Red-Hot Week 8/7/26
The US labor market is showing signs of softness with unexpected job declines, prompting the Federal Reserve to possibly delay rate hikes.
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11AM Hour: Unity CEO on Earnings, Block CFO on Layoffs & The Business of Shaq 8/6/26
Strong earnings alone are no longer enough for tech stocks; companies need to significantly beat and raise guidance to satisfy investors.
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