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: Intel Plunges After Earnings, CFTC Chairman on Utah Charging Kalshi & Twilio CEO on Earnings 10/30/26
Patrick Moorhead of Moor Insights & Strategy joins to break down Intel's latest quarter, which is sending shares tumbling today. Then, CFTC Chairman Michael Selig joins to discuss Utah filing criminal charges against Kalshi. Plus, Twilio CEO Khozema Shipchandler breaks down their ... Show More
43m 17s
Oct 28
11AM Hour: JLL CEO, Generac CEO & Big Tech Earnings on Deck 10/28/26
JLL CEO Christian Ulbrich joins to discuss the firm's record results and the health of the commercial real estate sector. Then, Generac CEO Aaron Jagdfeld breaks down their quarterly results as the stock has a volatile morning. Plus, D.A. Davidson's Gil Luria shares his expectati ... Show More
43m 6s
Yesterday
10AM Hour: Intel Plummets, Amazon’s Earnings Miss, Largest Crypto Heist Ever 10/30/26
Intel shares plummet after the company issues weaker-than-expected fourth-quarter guidance, blaming the PC slowdown for its light forecast. Plus, investors react to Amazon’s Q3 earnings miss, with the stock trying to stay in positive territory for the year. Later, Eamon Javers jo ... Show More
43m 4s
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