New comments from President Trump on potential tariff deals top of the hour – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from DC as a slew of companies warn of growing impacts and pull guidance. Alphabet’s better-than-feared results helping fuel gains for AI-related names as the Nasdaq leads the charge for yet another day – why Truis ... Show More
Yesterday
11AM Hour: Thoma Bravo Managing Partner Holden Spaht, Kalshi Board Member on New York Lawsuit & Big Tech Earnings Breakdown 7/31/26
We break down Amazon and Apple's latest quarters with both stocks heading in opposite directions today. Then, Thoma Bravo Managing Partner Holden Spaht joins to discuss how he's looking at the software sector right now. Plus, Kalshi Board Member Brian Quintenz joins with his reac ... Show More
46m 36s
Yesterday
10AM Hour: Apple and Amazon Results, Situational Awareness Latest, Dallas Fed President on Rate Dissent 7/31/26
The latest developments surrounding hedge fund Situational Awareness and what they could mean for AI investors. And we break down earnings from Apple and Amazon, highlighting the biggest takeaways for Big Tech, capex outlook, and the next phase of the AI trade. Plus, Dallas Fed P ... Show More
43m 31s
May 2025
Trump Tariffs Reinstated… And Retail Earnings Filter In 5/29/25
<p>Stocks closing higher after a Federal repeals court temporarily reinstating President Trump’s tariffs. What the back and forth means for equities, and how our traders are navigating the volatility. Plus Costco, Gap, Ulta, and more retailers reporting results. The details from ... Show More
43m 54s
Aug 2025
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
Mar 2025
A New Round Of Auto Tariffs… And The Data Center Dash 3/26/25
<p>Auto stocks are stalling out, as the Trump admin announces new import tariffs. What those taxes will look like, and how carmakers can handle the rough roads. Plus Hyperscale demand on the rise, as tech leans even more into AI. The names leading the charge, and how one tech gia ... Show More
54m 41s
Apr 2025
How Markets Are Reacting to the Tariff Announcements, and Who Could Buy TikTok 4/2/25
<p>President Trump outlining his tariff plans at a Rose Garden event this afternoon. We discuss the impact on the economy, autos, pharma and housing. Plus Amazon and Applovin among the names reportedly putting together bids for social media app TikTok. The state of play as the di ... Show More
46m 30s