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Yesterday
SOTS 2nd Hour: Alphabet's AI Plans, Dick's Sporting Goods Exec. Chairman, & AeroMexico CEO Talks Demand 11/25/25
<p>Carl Quintanilla, Sara Eisen, and David Faber began the hour with fresh data and earnings commentary around the health of the consumer - before diving into the AI trade with a focus on Google. Hear one AI expert's take on the state of play - and who's winning the war so far. P ... Show More
43m 16s
Yesterday
The AI Trade: Alphabet $4T Watch, Meta Rises, Nvidia Slides 11/25/25
<p>Carl Quintanilla, Jim Cramer and David Faber drilled down on the AI trade: Alphabet on the cusp of hitting a $4 trillion market cap for the first time — with Meta shares also moving higher. The parent of Facebook is reportedly considering using Google AI chips in its data cent ... Show More
42m 52s
Nov 2019
Home Depot Earnings, Markets Ride Out ‘Amen Corner’, Warby Parker Getting i nto Contacts
Bloomberg News Projects and Investigations Reporter Zach Mider discusses the SEC Chairman citing fishy letters in support of policy change. Ken Leon, Global Director of Equity Research at CFRA, breaks down Home Depot earnings. Jeff Krumpelman, Chief Investment Strategist at Marin ... Show More
34m 41s
Jan 2024
The Committee’s New Buys and Sells 01/09/24
<p>Scott Wapner discusses the very active Investment Committee which has a bunch of new buys and sells. Plus, Amy Raskin and Sarat Sethi give their top contrarian ideas for 2024. And later, we cover some pair trades in the banking sector. </p><br/> <p>Hosted by Simplecast, an Ad ... Show More
45m 37s
Jul 2024
The Continued Stock Surge 7/8/24
<p>Scott Wapner and the Investment Committee discuss the continued stock surge as the S&P and NASDAQ hit more new highs. Plus, the desk discusses the latest Calls of the Day on Union Pacific, JPMorgan, ServiceNow and more. And later, Corning leads the S&P today, it’s our Chart of ... Show More
44m 13s
Sep 2023
Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
This is Jack’s guest appearance on the Behind The Markets Podcast with Jeremy Schwartz, Chief Investment Officer of WisdomTree, and Jeremy Siegel, renowned finance professor at Wharton and senior economist to WisdomTree. The trio tackle the labor market, the stock market, the int ... Show More
50m 57s