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
First Apple Earnings Report Under Ternus… And Data Center Buildout Backlash 11/2/26
Apple delivering its first earnings report under CEO John Ternus. The details from the quarter as iPhone sales come into focus, and what Deepwater’s Gene Munster makes of the tech giant’s results. Plus, more after-hours action in Palantir, Visa and Mastercard hit record highs, an ... Show More
46m 46s
Oct 30
Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/30/26
Stocks selling off on Wall Street, with tech and AI leading the declines as investors rotate into more defensive parts of the market. How the traders are handling the drops in the Mag7, Semis, and Memory stocks, and if there’s more pain ahead. Plus, the biggest crypto theft ever, ... Show More
43m 30s
Feb 2023
2-3-2023 – What Can We Learn from Earnings Reports, So Far?
Investors had been overly hopeful about tech, but Apple, Amazon and Google-parent Alphabet all reported earnings that disappointed Wall Street. Today's Stocks & Topics: HBI - Hanesbrands Inc., LECO - Lincoln Electric Holdings Inc., SI - Silvergate Capital Corp., VALE - Vale S.A. ... Show More
45m 58s
Aug 2024
JPM Raises Recession Odds, Lilly Blows Past Estimates, Warner Bros. Discovery Disappoints 8/8/24
<p>David Faber and Jim Cramer began the hour by breaking down another volatile day for the markets, with the major indices coming off their 4th negative session in 5. JPMorgan also raised their odds of a U.S. recession by year end to 35%. A big earnings mover today included Eli L ... Show More
42m 15s
Oct 2024
SOTS 2nd Hour: Prepping for Big Tech Earnings, Woes Growing At Boeing, and Rating Apple’s AI Roll-out 10/28/24
<p>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 ... Show More
42m 26s
Jan 2025
The Moment of Truth for Mega Cap Tech 1/29/25
<p>Scott Wapner and the Investment Committee debate mega cap tech stocks as Meta and Microsoft report earnings tonight amid all the questions about Deepseek and what it means for their AI spend. Plus, the Committee share their latest portfolio moves in Apple, Vertiv, Booz Allen a ... Show More
42m 53s
Feb 2022
Facebook flops, employment issues, and e-commerce, EVs & selfies
Meta’s big earnings miss has the stock on pace for its worst day ever, and dragging other social media names right down with it. We’ll take a hard look at the results & guidance. Plus, there’s plenty of nervousness about tomorrow’s big jobs report, with experts bracing for big de ... Show More
44m 28s