Stocks are higher today, but the Nasdaq is in the red over the past week as tech struggles to stack gains.
We’ll speak with a portfolio manager who says Amazon, Google and Facebook are actually undervalued right now.
Plus, there are only 100 shopping days left until Christmas. Former Saks CEO Steve Sadove joins to explain why only half of them might actually ... Show More
Oct 30
Fed Rate Debate and AI Sell-Off at the Shadow Fed Conference 10/30/26
October 30, 2026; 1pm: Live from the Shadow Fed Conference, Kelly discusses the tech sell-off, AI data center risks, and the Fed’s rate path with Howard Marks, Lou Crandall, Jason Trennert, Jeffrey Lacker, and James Bullard. The key takeaway: markets are repricing AI exuberance a ... Show More
47m 5s
Oct 29
Alphabet’s AI Search Selloff, Market Risk Signals and Power Demand 10/29/26
October 30, 2025; 1pm: Brian breaks down Alphabet’s worst-day selloff as AI search pressures Google’s paid clicks, plus broader market jitters around Caterpillar, ServiceNow, Fortinet and the Fed. Guests discuss diversification, Raymond James’ record quarter, XPO’s diesel exposur ... Show More
42m 49s
Oct 28
Fed Decision Watch: Inflation, AI Earnings, Oil and Election Risks 10/28/26
October 28, 2026; 1pm: Kelly Evans and Brian Sullivan lead CNBC’s special Fed coverage as markets price in a hold while guests weigh inflation, oil above $100, AI-driven growth, upcoming tech earnings and midterm election risks. Hosted by Simplecast, an AdsWizz company. See pcm.a ... Show More
43m 14s
Dec 2021
Travel Stocks Down on Omicron But the S&P 500 Sets a New All-Time High, the Holiday Retail Sales Boost and Big Tech vs. Regulation in 2022.
On the first trading day after Christmas, Carl Quintanilla, Scott Wapner and Kayla Tausche discussed why the S&P 500 hit a new record high despite the omicron outbreak, while travel stocks are taking a hit in wake of flight cancellations and the increase in COVID cases on cruise ... Show More
43m 10s
Nov 2024
SOTS 2nd Hour: Not On Target, Cutting the Cord, & The Nvidia Earnings Playbook 11/20/24
<p>Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the retail front after Target shares plunged on weak results and a guidance cut, hurting stocks across the sector. What does it mean for the consumer? And is there pain ahead for retail stocks heading into th ... Show More
43m 48s
Jan 2025
SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025
<p>Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the ... Show More
42m 58s
Jun 2021
The Last Trading Day of a Bullish First Half, China's Didi Leads the IPO Parade, Apple vs. Employees on Work-From-Home, Revising a "Momentus" SPAC deal, and Biden vs. Big Business?
Carl Quintanilla, Jim Cramer and David Faber explored the road ahead for stocks on the final trading day of the month, quarter and first half of the year -- the S&P 500 on track for its best 1H since 2019.
Cramer explains why he prefers semiconductor stocks such as Nvidia and AMD ... Show More
44m 39s