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
May 1
Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26
Western Digital CEO Irving Tan on the global memory supply crunch and “a lot more opportunity” to expand pricing. Tech has been the key driver of the market’s huge April rally. Is it needed to make new highs from here? Plus, three scenarios on why high oil prices have not had a b ... Show More
44m 12s
Apr 30
Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26
The iPhone is booming, but can Apple fix its AI problem? Oppenheimer's "one AI to rule them all." Plus, how AI could touch off a new cycle for an old industrial. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal ... Show More
43m 33s
Apr 29
Fed Decision, Memory Momentum, and Mag 7 on Deck 4/29/26
As Jay Powell's time as Fed Chair comes to an end, our experts discuss whether he should stay on as a governor and what successor Kevin Warsh's first moves will be. Memory stocks surge after Seagate's blowout results. Plus, Alphabet and Microsoft hit all-time highs ahead of their ... Show More
39m 19s
Jul 2021
Tesla: will Elon Musk signal strength for China deliveries?
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 ‘green tidal wave’ with ... 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