Scott Wapner and the committee discuss the state of tech after the Fed's 'even higher, for much longer' stance on interest rates. Halftime headliner Light Street Capital's Glen Kacher joins the conversation. The chart of the day is Broadcom. We're following the deal of the day: Cisco acquiring Splunk. And famed energy trader Mark Fisher, MBF Clearing Corp., ... Show More
Sep 2024
The Morning After | Okay, Computer.
Dan Nathan and Guy Adami discuss the recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting performances of various sectors, includ ... Show More
31m 35s
Jan 2025
SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025
<p>Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the ... Show More
42m 58s
Apr 2023
Off The Charts: QQQ, Am I Too Negative? & Pawp CEO 4/11/23
<p>The averages ended the session mixed and Jim Cramer is breaking down how the news of the day moved the major indexes. First, Cramer's tackling the tech-nicals and going Off The Charts on the QQQ to see where tech is headed after leading the market higher this year. Then, Crame ... Show More
44m 41s
Aug 2023
CNBC Special Report: Taking Stock 8/18/23
<p>CNBC’s Mike Santoli and Josh Brown discuss the 10-year Treasury yield rising to its highest level since October 2022 and shares of major tech companies, including Meta, Amazon, Microsoft and Alphabet continuing their decline for the week.</p><br/> <p>Hosted by Simplecast, an A ... Show More
44m 55s
Jul 2025
SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
<p>Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia co ... Show More
43m 21s
Mar 2023
Fedspeak Effect on Markets, Retail and Tech Earnings Reaction, Tesla Stock Popularity 3/3/23
<p>David Faber, Scott Wapner and Mike Santoli discussed the impact Fedspeak on interest rates is having on the markets - with the 10-year note yield hovering around four percent and the S&P 500 poised to snap a three-week losing streak. Is the stock market appropriately priced? T ... Show More
42m 5s
Nov 2025
Valuation Concerns Rise… And A Technical Take On Stock Gaps 11/4/25
<p>Skyhigh valuations finally weighing on stocks as investors roll out of the risk-on trade. The details behind the drop in Palantir, the crypto trade, and if there’s more pain to come. Plus a lot of technical jargon to know, and Katie Stockton is closing the gap on some of the l ... Show More
43m 55s
Sep 2021
Tech Stock Sell-off, Carl at the Code Conference, Countdown to Powell and Yellen on the Hill, Ford's $11.4B bet on EVs, and the CEO of Robinhood Fires Back At Critics
Jim Cramer and David Faber led off with a rough start for the markets: Tech stocks in sell-off mode as the 10-year note yield hits a fresh three-month high. Jim and David focused on the mega-cap tech names and whether now is the time to buy. Speaking of tech: At the Code Conferen ... Show More
43m 20s
Jun 2022
ServiceNow CEO, CrowdStrike CEO & Twilio CEO 6/6/22
The Dow closed up slightly higher and Jim Cramer is breaking down the day's action. Then, as the volatility in tech continues, Cramer's trekked to San Francisco to take the pulse of the sector from the heart of Silicon Valley. He's talking to tech titans and top brasses across th ... Show More
44m 42s