A check in on the housing market, as builder sentiment drops to a 5-month low. The concerns they have over looming tariffs, and the latest results out of one of the top players in the space. Plus Pharma in focus, as the country’s health agencies deal with funding cuts and personnel changes. How industry execs are positioning, and what billionaire investor Ma ... Show More
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
Sep 2025
Watching the Homebuilders, EPS Revisions, Investor Sentiment, Capex, and Flows
The big things you need to know: • First, weakness in Homebuilders doesn’t bode well for the recent outperformance of Small Caps. • Second, we’ve continued to see some slippage in earnings sentiment (the rate of upward EPS estimate revisions) for the S&P 500, which has been drive ... Show More
6m 41s
Feb 2025
SOTS 2nd Hour: M&A Under Trump, Tariff Tech Picks, & DeepSeek-ing New Funds? 2/19/25
<p>Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting ... Show More
41m 37s
Apr 2025
SOTS 2nd Hour: Tariff Updates, Earnings Wrap-up, and Is This Rally Real? – plus: Coca-Cola CEO Talks Results 4/29/25
<p>Fresh news on the tariff front when it comes to potential deals – and hopes of relief for the automakers… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from the White House, alongside the morning’s biggest earnings stories: from GM pulling guidance and de ... Show More
42m 32s
Feb 2023
Negative market sentiment at the end of the week
<p>Investors are beginning to adjust to the prospect of higher interest rates, dragging down markets around the world. Meanwhile, job cuts in the tech sector continue, with Yahoo being the latest big tech name to announce layoffs. Manuel Villegas, Next Generation Research analyst ... Show More
7m 21s