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
Oct 16
Coreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26
Shares of Coreweave unraveling even further, with shares tumbling nearly 30% over the past 2 weeks. What the drop means for the broader AI trade, and if tech unwind has more room to fall. Plus, how iPhone Duo preorders are faring, a valuation comparison between Walmart and Amazon ... Show More
43m 29s
Oct 15
Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26
The move lower in rates helping fuel rallies in homebuilders, discretionary, and even the tech stocks at the forefront of the recent AI rout. What the treasury changes mean for the groups, and if this is just short term reprieve, or if the rally is back in action. Plus, Wall Stre ... Show More
43m 17s
Oct 14
AI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26
Financing concerns hitting the AI trade, as shares of Coreweave and Oracle tumble. The capital worries hitting the trade, and if the tech debt distress is enough to keep dragging on the group. Plus, Caterpillar in need of a metamorphosis, discount retailers show strength, and the ... Show More
44m 15s
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