Shares of Meta popped more than 20% after its earnings report last night, its third-best day on record. The company added more than $200 billion in market cap thanks to the move. So did the results justify the big tech rally we’ve seen this year? Plus shares of Tesla far underperforming the rest of the Magnificent 7 stocks this year. So who should replace th ... Show More
Yesterday
AI buildout financing in focus... And stretching into Lululemon results 9/3/26
Tech in rally mode as Meta, Dell and Nvidia headline a day of big gains. The traders unpack all the moves, while Janus Henderson’s Seth Meyer explains why hyperscalers are turning to interest-free bonds to fund the AI buildout and what it means for markets. Then, all the headline ... Show More
43m 46s
Jun 2024
Nvidia As the New Market Cap King, Fresh Record Highs, Musk Walks Back Comments 6/20/24
<p>Carl Quintanilla, Melissa Lee and Michael Santoli explored the mega-tech rally, with Nvidia surpassing Microsoft and Apple to become the world's most valuable company. The chipmaker extended its gains, helping the S&P 500 and Nasdaq hit fresh record highs. The anchors also rea ... Show More
42m 18s
Jan 2025
The Moment of Truth for Mega Cap Tech 1/29/25
<p>Scott Wapner and the Investment Committee debate mega cap tech stocks as Meta and Microsoft report earnings tonight amid all the questions about Deepseek and what it means for their AI spend. Plus, the Committee share their latest portfolio moves in Apple, Vertiv, Booz Allen a ... Show More
42m 53s
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
Feb 2024
Apple Slumps, Meta Soars, Amazon Surges, Jobs Blowout, Chevron CEO "First on CNBC" 2/2/24
<p>Carl Quintanilla, Jim Cramer and David Faber highlighted big tech earnings and how to play Cramer's "super six pack." Apple shares fell despite better-than-expected Q1 results -- as a decline in China sales overshadowed strength in services and the iPhone. Jim shared what CEO ... Show More
49m 3s
Jul 2020
Revenge of the Big Tech Stocks
Amazon, Apple, and Facebook all rise on their latest earnings reports. Alphabet 2nd-quarter makes history, but not in a good way. PayPal and Teladoc Health hit all-time highs, while Visa and Mastercard deal with lower payment volumes. Andy Cross, Jason Moser, and Ron Gross analyz ... Show More
39m 10s