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
Jul 9
Tariff Risks Rising, Investors Unphased, Big Tech Focus 7/9/25
President Trump promises to send letters to at least seven more countries today after threatening new tariffs on copper and pharmaceuticals. Plus, despite initial swings, investors appear to be taking it all in stride, focusing on the positives. US Stock Futures point to a muted ... Show More
43m 30s
Jul 8
Trump Ramps Up Trade War, Latest on Texas Floods, AI Impact on Labor Market 7/8/25
The day after markets sell off following President Trump’s wave of tariff threats against some trading partners. Plus, the latest on the devastating floods in Texas — we’re live on the ground. And later, weighing the AI impact on the U.S. labor market and what’s really happening ... Show More
43m 29s
May 2023
From Inflation, to Disinflation - What it Means for the Market. And the Risk Inherent in the Tech Rally 5/31/23
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 too f ... Show More
45m 3s
Jul 2020
A “new” bull market, Tesla’s electric run and trouble for TikTok
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.Also, Tesla shares continue driving to all-time highs. Does the stock belong in the S&P 500? We’ll debate in a ... 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