Carl Quintanilla, Jim Cramer and David Faber led off the show with news involving a major supplier to Nvidia and Apple. The White House announced CHIPS Act grants of $6.6 billion to Taiwan Semiconductor, for expansion of the chipmaker's Arizona plants. Commerce Secretary Gina Raimondo and the anchors discussed that funding. Sara Eisen's exclusive interview w ... Show More
Yesterday
SOTS 2nd Hour: Intel Slumps, Software Scrutiny, & Winter Weather Market Impacts 1/23/26
Carl Quintanilla, Contessa Brewer, and Michael Santoli kicked off the hour with a look at the volatile week - before getting longtime market vet Jeremy Siegel's take on the action. Plus: tech in focus as Intel shares slump post-results, and software stocks continue to see scrutin ... Show More
40m 41s
Yesterday
Intel Tumbles, Nvidia Rises, Winter Storm Impact 1/23/26
Carl Quintanilla and Jim Cramer led off the show with AI trade. A lift for Nvidia shares: Officials in China reportedly told Alibaba and other tech giants in the country to prepare orders for Nvidia's H200 AI chips. On the flip side, Intel shares tumbled on disappointing guidance ... Show More
42m 40s
Oct 6
OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar
US stocks rise to new records as OpenAI and AMD (AMD) announce a massive AI computing partnership that includes OpenAI taking a 10% stake in the chipmaker. The deal cements AMD’s position as Nvidia’s (NVDA) top challenger in the race for AI dominance, with OpenAI agreeing to purc ... Show More
24m 4s
Sep 2025
Treasury Secretary Scott Bessent: Tariffs, TikTok, & A Duel 9/16/25
<p>On the ground in London for the President’s state visit, Treasury Secretary Scott Bessent discusses tariffs, a potential trade deal with China, Federal Reserve independence, and reports of a spar between himself and Federal Housing Finance Agency Director Bill Pulte. Plus, <a ... Show More
45m 28s
May 2025
Instant Reaction: Nvidia Gives Solid Forecast, Despite China Concerns
Nvidia, the world’s most valuable chipmaker, gave an upbeat revenue forecast for the current period, even as a slowdown in China weighed on results. Sales will be about $45 billion in the second fiscal quarter, which runs through July, the company said on Wednesday. That included ... Show More
15m 9s