Meta’s big earnings miss has the stock on pace for its worst day ever, and dragging other social media names right down with it. We’ll take a hard look at the results & guidance. Plus, there’s plenty of nervousness about tomorrow’s big jobs report, with experts bracing for big declines due to Omicron. We’ll get an inside look at the labor market. And, in tod ... Show More
Yesterday
AI Sell-Off, Data Centers and Midterm Market Risks 11/2/26
November 2, 2026; 1pm: The Exchange breaks down the AI stock sell-off, hyperscaler financing concerns, Apple’s agent risk, data center election politics, falling oil prices on Iran peace hopes, and midterm market setups. Kelly and guests examine whether tech can re-rate as free c ... Show More
44m 7s
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
Jul 2023
Rates Hit 16-Year High, and Zuck and Musk Square Off Amid Threads Launch 7/6/23
<p>The 2-year yield crossed 5% and traded at levels not seen since before the Great Financial Crisis. And while stocks closed off their lows of the day, all three major averages went negative for the week. Will tomorrow’s jobs report alleviate the pain, or is the first half rally ... Show More
44m 28s
Nov 2024
Mixed results from Big Tech
<p>Markets had a risk-off day, with global equities, gold and Bitcoin falling. Investors are getting jittery ahead of next week's US elections, the Federal Reserve's interest rate decision, and China's National People's Congress. European stocks slumped after the release of euroz ... Show More
17m 11s
Feb 2022
Tech News: Investors Change Their Relationship Status With Facebook To "It's Complicated"
Yesterday, Meta/Facebook held an earnings call and things went poorly right out of the gate. By the time the call was over, the company was poised to shed 200 billion dollars in value. What happened? Plus, more news in tech. Learn more about your ad-choices at https://www.iheartp ... Show More
38m 58s
Oct 2024
Big Tech Reports… And Eli Lilly’s Letdown 10/30/24
<p>Meta and Microsoft in focus, as the big tech names report results. How our traders are handling the moves, and what it means for entire tech trade. Plus Eli Lilly getting hit, as the pharma stock misses estimates and slashes guidance. So are the disappointing results a sign th ... Show More
43m 47s