logo
episode-header-image
Mar 2025
42m 52s

SOTS 2nd Hour: Prepping For The Fed, Goo...

CNBC
About this episode
Stocks kicking off the morning in the red – David Faber, Michael Santoli, and Sara Eisen broke down the latest on the Fed front and where rates could be headed tomorrow. Why T. Rowe Price CIO Sébastien Page says to bet on international equities here over the SPX – plus, what Citi Wealth’s CIO is telling clients amid the volatility (“Do not buy the dip”). The ... Show More
Up next
Sep 25
11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26
Microsoft Copilot EVP Jacob Andreou joins to discuss the AI agent race as they release a new Copilot update today. Then, Guardant Health CEO Helmy Eltoukhy joins after the company received FDA approval for a blood test for breast cancer treatment guidance. Plus, we break down Cos ... Show More
43m 39s
Sep 25
10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26
This hour: fresh consumer confidence data, investor implications of new headlines when it comes to Iran & China, where AI demand is headed with the CEO of Akamai (who just signed an $11B deal with Anthropic), why Bank of America is calling AI an 'evolutionary risk' for the big ba ... Show More
43m 31s
Sep 25
9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26
Carl Quintanilla, Leslie Picker and Michael Santoli delved into the stock market's moves with Treasury yields above 5%. A live report from the White House one day after President Trump's state dinner for Chinese President Xi: Jensen Huang and Elon Musk were among the tech titans ... Show More
42m 9s
Recommended Episodes
Mar 2024
Closing Bell: Keep Your Eyes on the Vol 3/14/24
<p>This return of volatility has investors wondering if they need to prepare for a pickup, especially with another Fed meeting looming next week. Joe Terranova of Virtus, CNBC’s Steve Liesman and BNY Mellon’s Alicia Levine break down what they think investors need to be watching. ... Show More
42m 51s
Mar 2025
The State of Stocks After the Fed Meeting 3/20/25
<p>Scott Wapner and the Investment Committee debate the state of stocks in this uncertain market after Fed Chairman’s Powell speech yesterday and Tariffs looming large. Plus, Josh Brown names another stock to his “Best Stocks in the Market List.” And later, Michael Ozanian joins ... Show More
46m 55s
Oct 2019
10-1-19: Opinion: One FANG Stock Could Rally Another 40% Before It Gets Overvalued
While Facebook, Amazon and Netflix have slumped, Google parent Alphabet has soared. Today's Stocks & Topics: 3M Co.-MMM, Apple-AAPL, Cummins Inc.-CMI, Aurora Cannabis Inc.-ACB, Nike Inc.-NKE, GEO Group Inc.-GEO; Verizon-VZ, Recession coming?, Bonds vs. funds?, PMI index UP but IS ... Show More
47m 16s
Apr 2024
Trading the Pivotal Week Ahead 4/29/24
<p>Scott Wapner and the Investment Committee discuss another key week for stocks with Apple and Amazon reporting and a Fed meeting looming. Plus, Adam Parker of Trivariate Research calls in to explain why his firm’s view has changed its market view. And later, a Call of the Day o ... Show More
42m 54s
Feb 2023
CNBC Special Report: Taking Stock 2/14/23
<p>CNBC’s Frank Holland has your post-CPI playbook. Bleakley Advisory Group’s Peter Boockvar discusses the hotter-than-expected CPI report and what it means for the Fed going forward. David Steinberg, co-founder and CEO of Zeta Global, a data-driven cloud marketing company, discu ... Show More
44m 51s
Aug 2023
CNBC Special Report: Taking Stock 8/18/23
<p>CNBC’s Mike Santoli and Josh Brown discuss the 10-year Treasury yield rising to its highest level since October 2022 and shares of major tech companies, including Meta, Amazon, Microsoft and Alphabet continuing their decline for the week.</p><br/> <p>Hosted by Simplecast, an A ... Show More
44m 55s
Sep 2025
Closing Bell Overtime: Fed Meeting Eve: Retail Bonds Brace for Policy Decision 9/16/25
<p>Schwab Asset Management CEO Omar Aguilar and Carson Group Chief Market Strategist Ryan Detrick analyze markets ahead of the crucial Fed meeting. Cowen Senior Retail Analyst Oliver Chen breaks down retail sales data. Wellington Management Fixed Income Portfolio Manager Brij Khu ... Show More
43m 30s
May 2024
New S&P 500 Highs Ahead?
Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, May 8th. On today's pod... New S&P Highs Ahead? Higher for Longer Impact on Stocks Uber & Shop Disaster Dujour FactSet’s Earnings Insight Subscribe to our news ... Show More
54m 33s
Nov 2019
Schwab’s Big Buy, PayPal’s Sweet Deal, and Google’s Losing Game
Charles Schwab is reportedly buying TD Ameritrade for $26 billion. What does the deal mean for investors? for consumers? for the competition? Motley Fool analysts Aaron Bush and Emily Flippen tackle those questions and weigh in on PayPal’s acquisition of Honey, Google Stadia’s sl ... Show More
25 m