Episodes
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10AM Hour: Global Bond Yields Rise, PA Governor & Chobani CEO, Novartis’ New MS Drug Trial Data 9/1/26
Not summarized yet
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9AM HOUR: September Playbook, Anthropic's Nvidia-Backed Deal, Ternus Era Begins at Apple, Musk Addresses G20 Meetings 9/1/26
Not summarized yet
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11AM Hour: Exclusive Interviews with the CEOs of Goldman Sachs and Eli Lilly 8/31/26
Not summarized yet
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10AM Hour: Treasury Secretary Scott Bessent from the G20 8/31/26
Not summarized yet
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9AM HOUR: Bessent and Warsh at G20, Oil Spikes, Tim Cook's Last Day As Apple CEO 8/31/26
Not summarized yet
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11AM Hour: Highlights from Fed Chair Warsh's Jackson Hole Speech, Dan Niles on Tech & Today's Earnings Movers 8/28/26
Fed Chair Warsh signaled a hawkish stance, emphasizing inflation's persistence and the potential for rate hikes in the near future.
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10AM Hour: Special Coverage of Fed Chairman Warsh's Jackson Hole Speech 8/28/26
The Fed emphasizes that recent inflation data do not yet reflect a meaningful decline in underlying inflation pressures.
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9AM HOUR: Fed Chairman Warsh Keynote Speech Day at Jackson Hole 8/28/26
The upcoming Jackson Hole symposium is a pivotal event for market direction, with Fed Chair Warsh's speech expected to influence expectations for future monetary policy.
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CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 8/27/26
CrowdStrike reported strong quarterly growth, with 26% revenue increase and a 51% rise in new ARR, driven by AI integration and security solutions.
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11AM Hour: Revolution Medicines CEO on Drug Approval, Nvidia Rallies on Earnings & Synopsys CEO 8/27/26
Nvidia's earnings guidance and ecosystem position continue to drive the tech sector rally, with supply constraints viewed as a temporary bottleneck.
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10AM Hour: Cleveland Fed President Hammack, CA AG Bonta on Meta, Nvidia’s Blowout Quarter 8/27/26
Nvidia's strong earnings underline its leadership in AI, with demand for AI-driven products fueling accelerated growth.
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9AM HOUR: AI Trade Rally: Nvidia's Blowout Quarter, Salesforce Surges 8/27/26
Nvidia's latest earnings report indicates a significant growth trajectory, driven by AI demand, with management confident about continued expansion and potential buybacks.
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11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26
Market sentiment remains cautious amid recent inflation data and geopolitical tensions.
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10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26
Meta’s social media settlement marks a significant step in industry regulation, potentially establishing a new baseline for practices concerning children’s online safety.
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CNBC Investing Club: Cramer’s Morning Take on Nvidia & Meta Platforms 8/26/26
Nvidia is a key player in the AI boom, with significant investments and an ecosystem that could influence future market performance.
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9AM HOUR: Meta-State AGs Settlement, Nvidia Earnings Countdown, Fed's Preferred Inflation Gauge Rises 8/26/26
Meta's $16.7 billion settlement signifies a major regulatory milestone that could influence tech industry compliance and stock performance.
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11AM Hour: Nova Scotia Premier on Trade War, The AI & Quantum Trade & Tanger CEO on the Consumer 8/25/26
Canada’s response to U.S. tariffs is strategic, targeted, and seeks to protect key sectors while diversifying markets.
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10AM Hour: Iran's Economic "D-Day", Druckenmiller's Warning, & Checking on the AI Buildout 8/25/26
The U.S. consumer sentiment continues to weaken, impacting sectors like housing.
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9AM HOUR: Chips Rebound Ahead of Nvidia Earnings, Druckenmiller Slams Treasury, Dick's Sporting Goods Shares Plunge
Tech stocks, especially chip companies like Nvidia, are experiencing volatility but are rebounding ahead of earnings, illustrating sector sensitivity to earnings reports and global supply chain concerns.
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11AM Hour: AI's "Bar Mitzvah Moment," Beef Price Backlash & Former Philadelphia Fed President 8/24/26
AI is reaching a critical 'milestone' where its potential for real-world application and societal impact will be tested more rigorously, with expectations shifting from hype to tangible results.
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