Meta and Microsoft in focus, as the big tech names report results. How our traders are handling the moves, and what it means for entire tech trade. Plus Eli Lilly getting hit, as the pharma stock misses estimates and slashes guidance. So are the disappointing results a sign the weight loss drug boom is slimming out?
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Yesterday
Micron Reports, Fed Holds Rates… And The Private Credit Ripple Effects 3/18/26
Micron shares on the move after earnings, and we break down what the results and guidance mean for the AI memory trade with S&P Global’s Melissa Otto. Plus, market reaction to the latest Fed rate decision, private-credit stress spills into consumer loans, and a spotlight on Josh ... Show More
43m 21s
Mar 17
Strong Memory Momentum… And The Next Move For Retail Stocks 3/17/26
Storage stocks rallying to record highs, as demand for AI memory continues to climb. How much farther the group has to run, and what Nvidia CEO Jensen Huang said about the next evolution in the space. Plus The numbers out of Lululemon’s latest quarter, and where a top retail anal ... Show More
43m 29s
Mar 16
Nvidia’s GTC Conference Underway… And When To Buy The Dip 3/16/26
All eyes on Nvidia, as the chip giant kicks off its GTC conference. The next-gen GPU’s investors are waiting to hear about, and what it means for the stock’s next move. Plus Stocks rallying to start the week, as oil pulls back on the latest developments out of Iran. What a top ma ... Show More
43m 26s
Apr 2025
Tech Stocks Sell Off Amid Tariff Backlash
Bloomberg’s Caroline Hyde discusses how investors are reacting to tariffs as the magnificent seven and other tech names drop. Mark Mahaney, Evercore ISI managing partner, explains the global impact tech firms could face in a trade war. And Sowmyanarayan Sampath, Verizon Consumer ... Show More
43m 2s
Sep 2025
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s
Sep 2020
Stocks Climbing, Snowflake: Largest Software IPO Ever, Earnings Movers: Adobe & FedEx, Instagram “Freeze”
<p>Carl Quintanilla, Jim Cramer and David Faber discuss the boost for stocks. The Dow, S&P 500 aim for its fourth straight day of gains. A positive sign on the COVID-19 front, Eli Lilly reporting a reduced rate of hospitalizations for its coronavirus patients using its antibody t ... Show More
46m 4s
Oct 2021
Supply Chain Crunch Impact on Earnings, Intel Slumps, Snap Tumbles on "Apple Effect," the "Trump SPAC" Skyrockets -- and a New Record High for the S&P 500
Carl Quintanilla, Morgan Brennan and Mike Santoli focused on a barrage of earnings reports in which the supply chain crunch played a big role in quarterly results. Intel shares took a big hit after the chipmaker warned of lower profit margins and missed on quarterly revenue in wa ... Show More
43m 48s
Jul 2024
The Tech Sell-off and Beyond, Chips Try to Rebound, Sen. Vance's Wall Street Message 7/18/24
<p>One day after the worst session for the Nasdaq since December 2022, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the tech sector. Chips hoped to recoup some of Wednesday's steep losses after Taiwan Semiconductor reported better-than expected revenue g ... Show More
41m 52s
Jul 2020
Stocks Surge, Moderna Skyrockets, Goldman’s Blowout Quarter, Needham Ups Apple
<p>Carl Quintanilla, Jim Cramer and David Faber discuss the surge in stocks. Markets getting a boost from blowout results from Goldman Sachs and Moderna’s vaccine news. Goldman Sachs crushing earnings estimates its biggest outperformance in nearly a decade. Revenue was more than ... Show More
44m 36s
<p dir="ltr"><strong>Agenda:</strong></p> <p dir="ltr">00:00 – The Worst IPO Mis-Pricing Ever: What Really Happened at Figma</p> <p dir="ltr">02:30 – Fidelity vs Founders: How Important is Fidelity When Going Public</p> <p dir="ltr">07:00 – Why Founders Secretly Want a Pop, Even ... Show More
