Yields are spiking around the globe, and that continues to be a huge headwind for Tech. The Nasdaq is now down 1,000 points in the past week. But is talk of a recession premature? We’ll speak with an analyst who says even the downturn in the transport stocks isn’t as bad as you might think. Plus, Elon Musk’s Twitter saga has taken a new turn, as he won’t tak ... Show More
Yesterday
Meta's Major Momentum, Tesla's Major Pivot, and Microsoft's Major Problem 1/29/26
Meta shares are surging, but will its big capex spending plans pay off? Tesla trades its Model X and S vehicles for humanoid robots. Plus, can Microsoft play catchup in the AI race? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection ... Show More
44m 17s
Jan 28
Dollar Destruction, Another Powell Pause, and Tech on Deck 1/28/26
Why there could be more pain ahead for the dollar. Economist Claudia Sahm says the Fed is in wait-and-see mode as both downside employment risk and inflation cool. Plus, will this earnings season separate the wheat from the chaff when it comes to the Mag 7? Hosted by Simplecast, ... Show More
39m 37s
Jan 27
The Health of Health Insurers, 'Dumb Money' Durability, and Altman's Tech Job Warning 1/27/26
Health insurers face pressure after a new Medicare proposal. How meme traders have changed investing, five years after the GameStop mania. Plus, is OpenAI's hiring slowdown a canary in the tech jobs coalmine? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for infor ... Show More
40m 19s
Jul 2021
Tesla: will Elon Musk signal strength for China deliveries?
<p class="MsoNormal">As Tesla gets set to report second quarter earnings, Dan Ives, head of tech research at Wedbush, tells IGTV that the analyst community will be hoping to hear from CEO Elon Musk about the future of its deliveries in China. Ives is bullish on Tesla amid the ‘gr ... Show More
7m 10s
Jul 2021
Beijing Cracks Down; Kyle Bass: “No defense for investing in China;” Tesla’s Drive
Beijing’s sweeping regulatory crackdown on technology, education, food delivery and property sectors has sent shockwaves across global markets, driving Chinese markets down. Kyle Bass of Hayman Capital Management says it's 'unconscionable' for global fund managers to invest in Ch ... Show More
33m 56s
Aug 2022
Strong US jobs data hammers the recession 'optimism'
Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ... Show More
10m 42s
Apr 2022
Musk Opts Out, Nio Hikes Prices & Suspends Production, Cleveland Fed President Mester: Increased Recession Risk, A New Era for Warner Bros. 4/11/22
Carl Quintanilla, Jim Cramer and David Faber discuss the big breaking news of the morning. Twitter CEO, Parag Agrawal announcing Elon Musk decided not to join the company’s board. He writes in the announcement, “I believe this is for the best. We have and will always value input ... Show More
43m 56s