logo
episode-header-image
Oct 2023
45m 42s

Semi Smackdown 10/17/23

CNBC
About this episode

Courtney Reagan and the investment committee discuss the semis trade as the U.S. curbs the export of more AI chips to China. The chart of the day is Nvidia. More banks out with earnings, the panel breaks down the trade. The call of the day is a bullish take on biotech. 

Investment Committee Disclosures

Up next
Jul 11
Trading the Resilient Market 7/11/25
Scott Wapner and the Investment Committee debate the best moves to make in this resilient market despite today’s pullback. Plus, the desk debate their latest portfolio moves. And later, Bitcoin hitting another record high, Tanaya Macheel joins us with the latest news in the crypt ... Show More
44m 16s
Jul 10
Keep Buying Stocks? 7/10/25
Scott Wapner and the Investment Committee debate whether it’s safe to continue buying stocks as another tech record hits the tape. Plus, the desk share their latest portfolio moves. And later, Josh Brown reveals another company making it into his “Best Stocks in the Market.” Inve ... Show More
44m 31s
Jul 9
Nvidia hits a $4 Trillion Market Cap 7/9/25
Scott Wapner and the Investment Committee discuss Nvidia hitting a four trillion market cap for the first time and what it means for the stock and sector. Plus, Bill Baruch is launching a new portfolio focused on miners and precious metals, he calls in with the details. And later ... Show More
44m 31s
Recommended Episodes
Jul 2023
Traders sell the news on bank earnings
Big banks mostly top expectations but the sector sees red. China is hinting at more economic stimulus. Quant Ratings tells us which sectors look strongest into earnings. Get a fulll transcript of this episode at Seeking Alpha. Show Links Dividend Roundup: Procter & Gamble, MetLif ... Show More
5m 17s
Oct 2022
The BoE’s Shock to the Market, Plus How Much Farther Can Chips Fall 10/11/22
The Bank of England telling pension funds they have three days left of its emergency report and they have to make changes to their portfolios soon. The news sent U.S. stocks well off their highs, with the S&P and Nasdaq both posting their fifth day of losses. Plus chip stocks wer ... Show More
43m 49s
Apr 2023
Consumer Staples Check-Up, a U.S. Credit Crunch, and Closing Out the Trading Week 04/21/23
Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in the ... Show More
45m 16s
Feb 2023
Is This Rally Just a Blip?
U.S. equities gave up early gains and yields pushed higher as investors assess mixed earning results and economic data ahead of next week’s January CPI print. Despite the late selloff in stocks, a weekly survey from the American Association of Individual Investors showed that inv ... Show More
36m 33s
Sep 2023
Economic stimulus from China boosts equities
After US labour market data drove up stock prices on Friday, today it is China and its government's measures intended to prop up its ailing economy that are driving market sentiment. In commodities, oil prices are trading at levels last seen in November on fears over supply cuts ... Show More
10m 18s
Jul 2023
A Green Light to Invest in China? And Is This Chart So Bad, It’s Good? 7/7/23
Major markets closed the day down after the June jobs report, but big China tech surged as investors hoped a big fine from regulators meant scrutiny of the group is behind us. Plus the Chart Master has a Chart of the Week which suggests one beaten down sector may be primed to pop ... Show More
22m 53s
Jul 2023
Catalyst Watch: Heat waves and the economy
Catalyst watch for the week of July 2. Seeking Alpha Managing News Editor Kim Khan says investors should look out for nonfarm payroll numbers at the end of the week (00:32). Hot topics: What impact could a new AI chip curb have on companies like Nvidia (NVDA), Advanced Micro Devi ... Show More
6m 17s
Mar 2023
Markets still unsettled by banks
Whilst US markets closed last week on a high, Asian markets were more circumspect overnight and sentiment in China was dented by declining industrial profits data. Although it has been announced that First Citizens Bank & Trust Co is buying Silicon Valley Bank’s deposits and loan ... Show More
6m 59s
Oct 2021
Equity Monday: Byju's raises more money, somehow, as tech stocks fall
This is Equity Monday, our weekly kickoff that tracks the latest private market news, talks about the coming week, digs into some recent funding rounds and mulls over a larger theme or narrative from the private markets. You can follow the show on Twitter here. I also tweet.Sorry ... Show More
8m 10s