Scott Wapner and the Investment Committee debate the moment of truth for the AI trade as Nvidia reports tomorrow. Plus, the Committee debates the red hot cyber trade as Palo Alto Networks is set to report tonight after the bell. And later, we’ve got the Setup on some more key earnings reporting this week.
Investment Committee Disclosures
Oct 21
Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
Scott Wapner and the Investment Committee debate whether the AI trade will continue after a few rocky trading days. Plus, CNBC’s Seema Mody joins us with Circle CEO Jeremy Allaire to discuss the Genius Act, crypto markets and AI banking risks. And later, CNBC’s Oliver Renick join ... Show More
43m 55s
Jul 2025
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
Jan 2023
Microsoft Landing, and CEO Sit-downs 1/24/23
Wall Street is awaiting Microsoft’s big earnings report due out after the bell. And there are lots of issues at play, from layoffs to investments in AI.
We’re also waiting to hear from the Dept. of Justice on an antitrust announcement. We’ll break it all down, and bring you the ... Show More
46m 45s
Aug 2023
AI Boosts Nvidia's Blowout Quarter, Powell One Day Away, T-Mobile US To Cut 5,000 Jobs. 8/24/23
<p>Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about </p><p>Nvidia: Shares surged to a record high on the company's blowout quarter and raised guidance due </p><p>strong demand for AI chips. The future for interest rates also in the spotlight ... Show More
44m 21s