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 road ahead for markets with Truist Wealth’s Co-CIO Keith Lerner (who says to bet o ... Show More
Yesterday
SOTS 2nd Hour: Software Slump, & Washington's Affordability Push - Energy & The Autos w/Transportation Sec. Duffy 1/16/26
Sara Eisen & David Faber kicked off the hour with a look at consumer affordability ahead of some key White House events today around the topic - before breaking down the market picture with Trivariate's Adam Parker, along with one tech analyst who says investor sentiment hasn't b ... Show More
46m 43s
May 2025
Instant Reaction: Nvidia Gives Solid Forecast, Despite China Concerns
Nvidia, the world’s most valuable chipmaker, gave an upbeat revenue forecast for the current period, even as a slowdown in China weighed on results. Sales will be about $45 billion in the second fiscal quarter, which runs through July, the company said on Wednesday. That included ... Show More
15m 9s
Oct 6
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
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
Feb 2025
Instant Reaction: Alphabet Slides After Cloud Sales Fall Short
Google parent Alphabet posted fourth-quarter revenue that missed analysts’ expectations as growth in its cloud business slowed. The shares fell more than 8%. Sales, excluding partner payouts, were $81.6 billion, Alphabet said Tuesday in a statement. Analysts had projected $82.8 b ... Show More
18m 5s