Carl Quintanilla, Deirdre Bosa and David Faber discussed the latest headlines surrounding the Magnificent 7 names – ahead of results out of Alphabet, Meta, Amazon, Apple, and Microsoft. Also in focus: the latest on the elections front, including CNBC’s proprietary data around undecided voters and the possible impact for chip stocks; plus, a capital raise at ... Show More
Jun 26
11AM Hour: Chips Challenged, DC Guardr(AI)ls, Energy Prices Pullback 6/26/26
Carl Quintanilla and Leslie Picker broke down the tech trade, as chips stocks continued to drop lower in another volatile session. Kate Rooney reported on the U.S. government looking to rein in AI, turning its attention to OpenAI after taking down Anthropic’s Fable release. Also ... Show More
43m 19s
Jun 26
10AM Hour: OpenAI’s IPO Timeline, SpaceX’s Next Catalyst, CEO of AI Infrastructure Company Coherent 6/26/26
CNBC reports that OpenAI has not begun "testing- waters" meetings with investors ahead of a potential IPO, despite growing speculation around the company's next move. Then a look at the next major catalyst for SpaceX since going public two weeks ago. And the CEO of AI infrastruct ... Show More
42m 53s
Jun 26
9AM Hour: More Tech Pain, OpenAI IPO Buzz, Onsemi CEO Exclusive 6/26/26
Carl Quintanilla, David Faber and Michael Santoli explored tech sector weakness: Nasdaq on track for a five-day losing streak as investors dump some of the "Magnificent 7" stocks; Apple coming off its worst day in more than a year after announcing price hikes; Micron gives up som ... Show More
41m 56s
Jul 2025
Big Tech Earnings On Deck… And Charter’s Post-Results Slide 7/25/25
<p>Looking forward to a packed slate next week, with Apple, Meta, Amazon and Microsoft earnings on deck and a looming Fed decision. Plus, details on the Synovus-Pinnacle merger and a top analyst’s take on Charter’s post-earnings plunge. </p><p><a href="https://www.cnbc.com/fast-m ... Show More
43m 13s
Oct 2025
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