Episodios
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In this CNBC Special Report, Nvidia CEO Jensen Huang joins Jon Fortt for his first interview after the companyâs quarterly earnings --- to discuss the numbers, the outlook, chip demand, and the AI landscape. Plus â investor and analyst reaction to Jensen Huangâs comments and the impact on shareholders of one of the countryâs most important companies.
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A packed market panel as Bespokeâs Paul Hickey, Hightowerâs Stephanie Link, and Moor Insightsâ Patrick Moorhead join to break down earnings from Salesforce, eBay, Paramount, Snowflake, Synopsys, and AI player C3.ai. The panel sticks around for the big one: Nvidia. We have you covered from every angle. We also hear from Jefferiesâ Brent Thill on Salesforce & Snowflake, CFRAâs Angelo Zino on Nvidia, and Bessemerâs Byron Deeter on AIâs broader impact.
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From the open to the close, âClosing Bellâ and âClosing Bell: Overtimeâ have you covered. From whatâs driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
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Vital Knowledgeâs Adam Crisafulli breaks down the market action. We dive into key earnings from Caesars, Intuit, Workday, and First Solar. Plus, Cleveland-Cliffs CEO Lourenco Goncalves on tariffs and the Nippon/US Steel deal while Intuit COE Sasan Goodarzi talks tax season and AI. Melius Researchâs Ben Reitzes on what to expect from Nvidia as DeepSeek's progress rattles AI investors. Wedbushâs Nick Setyan joins to analyze Cavaâs results.
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As stocks and yields fall, concerns about the health of this market are rising. Black Rockâs Rick Rieder gives his exclusive take on where he thinks stocks could be headed from here. Plus, the so-called âDean of Valuationâ Aswath Damodaran from NYU sets us up for Nvidiaâs big report out in Overtime tomorrow. And, Goldman Sachsâ Tony Pasquariello tells us how he is navigating the momentum names right now.
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Invescoâs Kristina Hooper and Hennion & Walshâs Kevin Mahn join to discuss the market. TIAAâs Neel Mukherjee breaks down the U.S. vs. global investing landscape â and why he still prefers the U.S. Taylor Morrison CEO Sheryl Palmer weighs in on homebuilders and the recent spate of weak data. Plus, Hamilton Lane Co-CEO Erik Hirsch on private markets and IPOs. Earnings from Zoom, Diamondback Energy and Cleveland-Cliffs.
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From the open to the close, âClosing Bellâ and âClosing Bell: Overtimeâ have you covered. From whatâs driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
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We have you covered from every angle of today's market sell-off. Unlimited CEO Bob Elliott and Truist Wealth Co-CIO Keith Lerner break down the market action. Fundstratâs Tom Lee shares his take on the market, crypto, and his "Granny Shots" strategy. Housing analyst Ivy Zelman weighs in on recent weak housing data and homebuilders. Plus, Jefferiesâ David Zervos on the macro outlook and Goldman Sachsâ Eric Sheridan on tech.
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From the open to the close, âClosing Bellâ and âClosing Bell: Overtimeâ have you covered. From whatâs driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
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Autonomous shipbuilder Saronic is raising $600 million in a Series C funding round thatâwithin a yearâ quadruples its valuation to $4 billion. CEO Dino Mavrookas joins Morgan Brennan to discuss the challenges and delays in miliary shipbuilding, the companyâs $600 million Series C funding round, and making vessels that donât require humans.
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Innovator ETFsâ Tim Urbanowicz and CNBCâs Mike Santoli break down the market action. Our Phil LeBeau sits down with Rivian CEO RJ Scaringe to discuss the EV makerâs latest earnings. RingCentral CEO Vlad Shmunis joins before the earnings call to discuss the recent quarter. Plus, Unity Software CEO Matthew Bromberg on the companyâs results and its new AI-driven ad platform. Morgan sits down with Lockheed Martin CEO Jim Taiclet for a rare and exclusive interview on the new administration, DOGE and more.
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Forterra is in the business of autonomous vehiclesâŠbut not for the everyday driver. The startup has developed self-driving capabilities for defense and industrial customers, now announcing a production contract with the U.S. Marines to make Oshkoshâs Rogue Fire vehicles autonomous. CEO Josh Araujo and Chief Growth Officer Scott Sanders join Morgan Brennan to discuss its partnerships with defense contractors, taking soldiers and Marines out of harms way, and how the companyâs technology can be used beyond the battlefield.
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Does the momentum portend a rough patch for stocks overall? We discuss with Strategasâ Chris Verrone. Plus, JPMorgan Asset Managementâs Gabriela Santos and Invescoâs Kristina Hooper weigh in on this time of uncertainty for investors. And, retailing legend Mickey Drexler weighs in on the health of the consumer and tells us where he is seeing pockets of opportunity in that sector.
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Vital Knowledge Founder Adam Crisafulli and Carson Group Chief Market Strategist Ryan Detrick break down the latest market trends. Charles Schwab Chief Investment Strategist Liz Ann Sonders weighs in on the Fed minutes and what they mean for investors. Needhamâs Laura Martin provides key insights on Apple and where it stands in the AI race after its new phone release. Plus, earnings coverage from Carvana, Klaviyo, and Host Hotels, with CEO James Risoleo joining to discuss the hospitality landscape. Also, defense stocks react to Pentagon budget concerns.
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From the open to the close, âClosing Bellâ and âClosing Bell: Overtimeâ have you covered. From whatâs driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
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Evercore ISI's Julian Emanuel analyzes the market outlook and what he is telling clients as stocks sit near records. Our Angelica Peebles sits down with Pfizer CEO Albert Bourla to discuss drug pricing and industry challenges as the sector readies itself for HHS RFK Jr. Rockefeller International's Ruchir Sharma weighs in on Chinaâs Xi-CEO meeting. Plus, Morgan sits down with Saronic CEO Dino Mavrookas, talking the company's new capital raise and its shipbuilding efforts while Jon talks with Abridge CEO Dr. Shiv Rao on bringing AI to patient care.
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Several AI stocks surging today â from Oracle, to Dell, to Vistra and Vertiv - perhaps because of Elon Muskâs new AI model. We discuss with our panel of experts. Plus, Ferguson Wellmanâs Mary Lago tells us how she is advising her high net worth clients right now. And, back-to-back Daytona 500 winner William Byron joins us at Post Nine.
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Jefferies Chief Market Strategist David Zervos and RBC Capital Markets Head of US Equity Strategy Lori Calvasina join to break down the market landscape after a wild week. Our Kristina Partsinevelos digs into Nvidiaâs latest 13F filing and its shifting investments. Twilio CEO Khozema Shipchandler discusses the companyâs earnings results and what kind of AI return the company is seeing in an exclusive interview. Jefferies' Michael Yee weighs in on Moderna, biotech, and the potential RFK impact on markets. Plus, John San Marco previews Walmartâs earnings and the retail outlook amid tariff concerns.
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From the open to the close, âClosing Bellâ and âClosing Bell: Overtimeâ have you covered. From whatâs driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.
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Adam Crisafulli and Mike Santoli break down a packed earnings slate, including Airbnb, Roku, Coinbase, and more. Mark Mahaney joins to analyze Airbnb and Rokuâs results, while DraftKings CEO Jason Robins weighs in on the companyâs latest quarter and the impact from the Super Bowl. Citizensâ analyst Devin Ryan discusses Coinbaseâs earnings, and Zoetis CEO Kristin Peck talks tariffs, avian flu, and the companyâs portfolio. Plus, our Bertha Coombs reports on the growing coverage for sickle cell gene therapies.
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