It's been a wild few weeks for mega-cap tech, with the Nasdaq up nearly 15% this year after wrapping its fifth straight weeks of gains in what has been its longest weekly winning streak since November 2021. Evercore ISI's Mark Mahaney and Big Technology's Alex Kantrowitz discuss the road ahead for tech. Plus, Europe has imposed a new ban on Russian-made dies ... Show More
Today
Oil shock, AI conviction, and markets in wait and see mode 3/3/26
Markets slide as oil spikes and volatility jumps, with strategists urging patience rather than rushing to buy the dip. Plus, shipping rates hit historic highs as supply tightens in key energy corridors, boosting tanker profits even as global risk rises. And later, Credo CEO Bill ... Show More
42m 38s
Feb 27
Market rotation, AI disruption, and private credit under scrutiny 2/27/26
Markets navigate a broad shift away from megacap tech as energy, utilities, and transports surge while volatility persists beneath the surface. Plus, consumers remain resilient despite affordability pressures, private credit concerns linger, and AI driven productivity gains raise ... Show More
42m 42s
May 2023
From Inflation, to Disinflation - What it Means for the Market. And the Risk Inherent in the Tech Rally 5/31/23
<p>Commodity prices got crushed in May, with crude oil seeing its worst month since November 2021. So will falling prices become a tailwind for the consumer and the market? Plus, while tech stocks have been rallying in the last few weeks, one top investor says the run has come to ... Show More
45m 3s
Jul 2020
A “new” bull market, Tesla’s electric run and trouble for TikTok
<p>Markets are shrugging off record virus spikes and election concerns, on pace for a second straight week of gains. Is this the start of a “new” bull market? We’ll discuss.</p><p>Also, Tesla shares continue driving to all-time highs. Does the stock belong in the S&P 500? We’ll d ... Show More
46m 55s
Sep 2021
Tech turns lower, countdown to Christmas and China’s crackdown continues
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. Fo ... Show More
43m 57s
May 2022
What’s Behind the Tech Sell-Off?
How low can tech go? The sharp sell-off in technology shares is one of the sector’s worst stretches in years. In our latest Exchanges at Goldman Sachs, Brook Dane, portfolio manager in Goldman Sachs Asset Management, and Peter Callahan, a U.S. TMT sector specialist in our Global ... Show More
25m 14s