Episodes
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9AM Hour: Dimon's Market Warning, Sandisk and Western Digital Tumble, SpaceX Lockup Expiration 8/6/26
Jamie Dimon warns of potential market disruptions due to high asset valuations and record margin debt levels.
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11AM Hour: Mattel & Kraft Heinz CEOs on Earnings, SpaceX Shares Tumble & AI Hacks Intensify 8/5/26
Market momentum remains strong with gains in major indices, but caution persists amid geopolitical and cybersecurity concerns.
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10AM Hour: S&P 500 & Dow Hit New Highs, Early SpaceX Investor Peter Diamandis, Match Group CEO 8/5/26
The stock market has achieved new highs, but analysts caution that valuations may be overshooting, reducing attractive investment opportunities.
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9AM Hour: SpaceX Tumbles, AMD CEO Exclusive, Dow and S&P 500 Extend Record Run 8/5/26
Elon Musk’s ambitious revenue forecasts for SpaceX are inspiring but also pose market concerns about share lock-up and valuation.
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CNBC Investing Club: Cramer’s Morning Take on Wells Fargo 8/4/26
Dupont's strong earnings performance and positive outlook make it a stock to watch, especially given its buyback initiatives.
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11AM Hour: P&G CEO Announces Deal, Williams CEO on Earnings & Chip Stocks Bounce Back 8/4/26
The stock market is experiencing significant gains, buoyed by strong earnings reports and sector momentum, especially in memory and chip stocks.
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10AM Hour: Less Fed Guidance Ahead? Caterpillar and Palantir Surge, Getting Ready for SpaceX’s First Earnings Report 8/4/26
Federal Reserve's communication strategy is shifting towards less guidance, which may increase market volatility and uncertainty.
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9AM Hour: Stocks Hit Record Highs, Caterpillar and Palantir Surge, Wells Fargo CEO Exclusive 8/4/26
The stock market is experiencing record highs amid strong corporate earnings, especially driven by sectors like industrials and technology, with AI playing a central role.
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11AM Hour: Hugging Face CEO, IMAX CEO & Big Tech's Earnings Distortion 8/3/26
Open AI and Anthropic's private stakes significantly influence reported earnings of major tech companies, potentially distorting the true financial performance.
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10AM Hour: Brookfield CEO on Data Centers, Yen Intervention, Potential Pharma Mega-Deal 8/3/26
Currency intervention by Japan and the US can significantly impact global markets, especially US Treasuries and equities.
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9AM Hour: U.S.-Japan Yen Intervention, Stocks Rally As Oil Prices Slide, AstraZeneca-Bristol Myers M&A Buzz 8/3/26
The U.S. and Japan conducted their first joint intervention to stabilize the yen, which is trading at multi-decade lows, reflecting geopolitical and economic tensions.
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CNBC Investing Club: Cramer’s Morning Take on Linde 7/31/26
Lindy is experiencing growth in electronics and securing major semiconductor contracts, positioning the company for future success.
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11AM Hour: Thoma Bravo Managing Partner Holden Spaht, Kalshi Board Member on New York Lawsuit & Big Tech Earnings Breakdown 7/31/26
Amazon's earnings reflect robust AI and cloud growth, leading to significant market cap gains and investor optimism.
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10AM Hour: Apple and Amazon Results, Situational Awareness Latest, Dallas Fed President on Rate Dissent 7/31/26
Consumer sentiment has improved significantly and is at its highest level since February and March, suggesting confidence in economic recovery.
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9AM Hour: Amazon Surges and Apple Sinks, Chevron CEO "First on CNBC," Aschenbrenner Update 7/31/26
Amazon's cloud business, AWS, is experiencing rapid growth and is central to market confidence in tech.
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CNBC Investing Club: Cramer’s Morning Take on Corning 7/30/26
Market corrections in tech and hardware stocks may signal an easing of leverage and margin concerns, creating buying opportunities.
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11AM Hour: Shell CEO & JLL CEO on Earnings, The Fed's Hawkish Hold & Big Tech's Earnings Split 7/30/26
The tech sector is experiencing a bifurcation driven by AI investments and earnings performance from major companies like Microsoft and Meta.
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10AM Hour: Leopold Aschenbrenner’s Hedge Fund Situational Awareness Sells All Public Positions, Jersey Mike’s CEO on IPO, Meta & Microsoft Earnings Reaction 7/30/26
Leaders in the tech industry, such as Microsoft and Meta, are experiencing divergent earnings signals, influencing their stock performances.
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9AM Hour: Microsoft Soars, Meta Tumbles, Starbucks and Arm CEOs 7/30/26
AI demand is a major growth driver for technology companies, especially ARM, Microsoft, and Nvidia.
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CNBC Investing Club: Cramer’s Morning Take on P&G 7/29/26
Stay alert to sector rotations and macroeconomic indicators, such as Fed rate expectations and geopolitical developments.
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