Yesterday

AI Deals Lift Stocks 10/8/25

Scott Wapner and the Investment Committee debate the breakout in tech and how you should trade it now. Plus, Joby sinks after the company said that it’s offering shares with an aggregate price of $500 million, it's our Chart of the Day. And later, the Committee shares their lates ... Show More

44m 25s

Oct 7

Is an “Everything Rally” Coming? 10/7/25

Scott Wapner and the Investment Committee debate whether the so-called “everything rally” is still in the cards for the markets and what it could mean for your money. Plus, CNBC’s Kristina Partsinevelos joins us with the latest on a report that Oracle is struggling to make money ... Show More

44m 21s

Oct 6

DEBATE: Is AI Artificially Inflated? 10/6/25

Scott Wapner and the Investment Committee debate whether AI companies are in a bubble and what it could mean for the broader markets. Plus, we hit the latest Calls of the Day. And later, the Healthcare Sector is breaking out, the Committee discuss how to trade it. Investment Comm ... Show More

44m 5s

Jan 2025

SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025

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 ro ... Show More

42m 58s

Aug 2024

Memo to Nvidia bears: tech beast has a monopolistic profit margin

Bottom line is that the stock market remains obsessed with Nvidia. The company is seen as the hands down leader in AI chips. But does that make Nvidia a great stock to buy and hold right through its coming earnings report? Remember with a track record of greatness like Nvidia com ... Show More

25m 38s

Aug 27

Nvidia earnings preview and the Trump chip tariff twist

Tariffs, AI, and Nvidia’s next report collide. On Trader Talk, Kenny Polcari and Lou Basenese break down Trump’s semiconductor tariffs and a reported China chip sales deal that would skim 15% for the US, what it means for Nvidia (NVDA) and AMD (AMD) margins, and why Big Tech’s AI ... Show More

23m 28s

Apr 2025

Markets rip higher on tariff hopes… and earnings roll in 4/23/25

Stocks surge on renewed trade optimism and dovish tones out of Washington. Plus big earnings movers: Southwest, Chipotle, IBM, and Texas Instrument. And CME Group CEO Terry Duffy joins us to break down market volatility and clear up confusion over their results Fast Money Disclai ... Show More

43m 5s

Sep 10

Oracle’s Halo Effect… And CME Group CEO On Retail Trading 9/10/25

Shares of Oracle soaring after reporting results, and the meteoric move is bringing other data center stocks along for the ride. The names feeling the halo effect, and what the jump means for Oracle founder and chairman Larry Ellison’s net worth. Plus CME Group CEO Terry Duffy we ... Show More

43m 38s

Mar 2025

Stocks Wrap Up Volatile Week… And Dissecting The Tech Wreck 3/7/25

Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rally g ... Show More

43m 45s

Apr 2025

Tech Stocks Sell Off Amid Tariff Backlash

Bloomberg’s Caroline Hyde discusses how investors are reacting to tariffs as the magnificent seven and other tech names drop. Mark Mahaney, Evercore ISI managing partner, explains the global impact tech firms could face in a trade war. And Sowmyanarayan Sampath, Verizon Consumer ... Show More

43m 2s

Sep 30

Beyond Nvidia: How to spot the next AI breakout for your portfolio

Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. ... Show More

24m 45s

Apr 2021

Stocks Fall Despite Amazon's Blowout Quarter, The Bulls Winning In April, Twitter Tumbles, and Apple vs. the EU

On the final trading day of what has been a strong April for stocks, Carl Quintanilla and Jim Cramer led off the show with a look at blowout quarterly results from Amazon which sent the stock higher. They explored Amazon's dominance over retail and the strength in its Amazon Web ... Show More

43m 49s

Jul 2024

The Tech Sell-off and Beyond, Chips Try to Rebound, Sen. Vance's Wall Street Message 7/18/24

One day after the worst session for the Nasdaq since December 2022, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the tech sector. Chips hoped to recoup some of Wednesday's steep losses after Taiwan Semiconductor reported better-than expected revenue guid ... Show More

41m 52s

Is the Tech Trade Broken? 4/17/25