Brett Winton, Ark Invest chief futurist, discusses Amazon’s A.I. usage, the value of the technology, and why the technology may not benefit all major tech companies. Gene Munster, Deepwater Asset Management managing partner, gives his take on Tesla’s annual shareholder meeting so far and what could be coming off Tesla’s line in the future. CNBC's Phil Labeau ... Show More
Yesterday
Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/30/26
Stocks selling off on Wall Street, with tech and AI leading the declines as investors rotate into more defensive parts of the market. How the traders are handling the drops in the Mag7, Semis, and Memory stocks, and if there’s more pain ahead. Plus, the biggest crypto theft ever, ... Show More
43m 30s
Oct 29
Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/29/26
A busy week of earnings continues, with Amazon reporting results, and Intel, Sandisk, and Starbucks all delivering quarterly earnings. How the Fast Money traders are handling all the moves, and what tech analyst Gene Munster sees in store for the tech trade. Plus, Caterpillar’s r ... Show More
44m 15s
Oct 29
Alphabet Search Miss, Microsoft Azure Beat and Fed’s Hawkish Pause 10/28/26
Fast Money breaks down Alphabet’s after-hours selloff on search weakness and AI cannibalization concerns, Microsoft’s Azure-led earnings beat, and fresh read-throughs from ServiceNow, FedEx, Chipotle and the Fed. The key takeaway: investors rewarded visible cloud growth and spend ... Show More
47m 11s
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
Aug 2018
Saudi’s PIF May Not Have Cash To Take Big Tesla Stake
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what it means for their future oil strategy. Michel Danechi, Portfolio Manager and Investment Partner at Vedra Partners, on out ... Show More
31m 15s
May 2024
Pricing the AI Race & Battle of the Home Smart Speakers 5/22/24
<p>CNBC’s Dierdre Bosa discusses the AI profit motives behind companies investing all into AI and the latest news on Amazon, home smart speakers, and more.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for informat ... Show More
5m 18s
Nov 2023
OpenAI Drama Casts a Shadow on Tech Industry
Andrew McAfee, Principal Research Scientist at MIT and author of The Geek Way, explains how the OpenAI saga could impact future development of artificial intelligence. Mary Lou Gardner, Associate Partner for CPG, Retail and Logistics at Infosys Consulting, discusses retail earnin ... Show More
36m 30s
<p>CNBC's Jon Fortt discusses all things tech including Amazon's advantage in A.I and Meta's "Threads" app.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal dat ... Show More
