Frank Holland and the Investment Committee debate trading the tech bounce ahead of the crucial Fed decision. CNBC’s Senior Economics Reporter Steve Liesman joins us with what he’s expecting from Fed Chair Jerome Powell. And later, the desk discuss the latest Calls of the Day.
Investment Committee Disclosures
Yesterday
NVIDIA Fallout, Anthropic IPO and Hot CPI Hit Markets
November 11, 2026; 12pm: Scott Wapner and the committee debate hot CPI, rising yields, NVIDIA’s selloff and leadership overhang, plus Anthropic’s IPO plans and what the AI trade means for Microsoft, Broadcom, Amazon and software stocks. The key takeaway: investors are separating ... Show More
46m 11s
Nov 9
NVIDIA Fallout and AI Trade Rotation
November 9, 2026; 12pm: Scott Wapner and the Investment Committee debate the market rebound, NVIDIA’s board investigation and Jensen Huang succession risk, plus the ripple effects across AI chips, hyperscalers, ETFs and Anthropic’s IPO. The committee also discusses Apple, Chipotl ... Show More
42m 48s
Jul 2025
SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
<p>Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia co ... Show More
43m 21s
May 2025
Fed Decision On Deck… And Novo Nordisk Gears Up To Report 5/6/25
<p>Another key Fed decision on deck, as the recent stock market bounce loses steam. What to expect from Fed Chair Jerome Powell, and what it will mean for the market’s next move. Plus Earnings season in full swing, and Wegovy-maker Novo Nordisk is ready to report. Why one top hea ... Show More
43m 52s
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
Sep 2024
US financials under pressure and tech stocks rising as bond yields fall
<p>Tech stocks led the charge overnight, while financials felt the pinch, as yields fell, and the S&P 500 eked out a gain. But despite the market's mixed signals, all eyes were on the presidential debate between Kamala Harris and Donald Trump - and some believe Harris may hav ... Show More
12m 28s