Big tech earnings are coming up and top tech analyst Dan Niles says the bar has been raised for the group. Where he sees the space heading next. Plus, Why transport stocks are flashing warning signs, prices hikes from China retailers, a bearish call on pharma, and why foreign investors could pull out of U.S. assets.
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Oct 6
S&p 500 Hits Record High… And 10/6/26
The S&P 500 hitting its first record high in nearly 2 months, but the equal weighted index isn’t following suit. What the divergence could mean for the broader markets, and how our traders are positioning with stocks at records. Plus, Google’s nuclear deal boosts Constellation En ... Show More
43m 28s
Oct 5
Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26
The greenback showing strength, as the dollar index hits its highest level since April 2025. How the climb in the currency, alongside rates, will impact equities… and where Citi’s JP Coviello is putting money to work. Plus, Wells gets upgraded ahead of earnings season, Chipotle’s ... Show More
43m 22s
Jan 2024
Tech stocks rally on AI boom even as yields rise, dollar steady
Send us Fan MailApple and semiconductors push Nasdaq 100 to new record high. But Fed repricing limits gains outside of tech as yields edge up. Dollar holds firm, pound slips on data, yen propped up by verbal intervention.Risk Warning: Our services involve a significant risk and c ... Show More
4m 11s
Jul 2021
Tech Dominates a Big Week of Earnings, China Crackdown Effect on Stocks, and Is the Delta Variant About to Peak? On the Crypto Front: Tether Execs Said to Face Criminal Probe and Bitcoin Jumps to 6-Week Highs Amid Speculation About Amazon
With stocks having finished Friday's session at record closing highs, Carl Quintanilla and Jim Cramer looked at what to expect from the markets as we enter a big week full of earnings reports, with mega-cap tech names Apple, Amazon, Microsoft, Facebook and Alphabet leading the pa ... Show More
43m 4s
Feb 2025
AI earnings, tariff threats, and bellwether stocks
Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earning ... Show More
17m 48s
Apr 2022
Not so fast?, Musk’s next move, and a new hot spot? 4/11/22
Yields are spiking around the globe, and that continues to be a huge headwind for Tech. The Nasdaq is now down 1,000 points in the past week. But is talk of a recession premature? We’ll speak with an analyst who says even the downturn in the transport stocks isn’t as bad as you m ... Show More
44m 19s
Jul 2024
Dollar remains strong ahead of key data, yen surges
Send us Fan MailDollar keeps marching north, PMIs on tap. Yen extends rally as traders unwind carry trades. Aussi and Kiwi slide on China concerns, loonie awaits BoC. Stocks trade in the red, tech earnings in the spotlight.Risk Warning: Our services involve a significant risk and ... Show More
3m 26s
Apr 2025
SOTS 2nd Hour: DC Tariffs Latest, Alphabet Results Breakdown, and A Fresh Read On The Consumer 4/25/25
<p>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 ... Show More
43m 30s