Dan Nathan and Guy Adami discuss the recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting performances of various sectors, including hyperscalers and enterprise software. They analyze the S&P 500 and Nasdaq's ... Show More
Oct 21
The Real AI Threat Is Two Dudes and a GPU with Damien Lewke, CEO & Founder of Nebulock
Dan Nathan hosts Damien Lewke, CEO and founder of AI-native cybersecurity company Nebulock. Lewke recounts his career from nation-state defense at Northrop Grumman to CrowdStrike, Palo Alto Networks, MIT research in NLP, and leading AI detections at Arctic Wolf. They discuss how ... Show More
36m 41s
Oct 19
Nothing Matters in the Market Until It Does with Mike Tracey
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami welcomes Mike Tracey, Vice President of Risk at Apex Fintech Solutions, to discuss how credit and debt markets are increasingly driving equity action, with bond volatility and eleva ... Show More
28m 32s
Mar 2023
Fedspeak Effect on Markets, Retail and Tech Earnings Reaction, Tesla Stock Popularity 3/3/23
<p>David Faber, Scott Wapner and Mike Santoli discussed the impact Fedspeak on interest rates is having on the markets - with the 10-year note yield hovering around four percent and the S&P 500 poised to snap a three-week losing streak. Is the stock market appropriately priced? T ... Show More
42m 5s
Jan 2025
SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025
<p>Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the ... Show More
42m 58s