Apple and Alphabet dip after one top exec weighs in on the AI/search engine revolution. What one tech analyst sees in store for the industry, and if there’s any reason to be bullish on the group. Plus, China stocks slide despite stimulus and a rate cut, as President Trump holds steady on tariffs. And the whole new world for Disney as the media giant plans t ... Show More
Yesterday
Netflix & SpaceX Report Results… And Next Move For Neoclouds 10/20/26
Netflix, SpaceX, and United Airlines all on the move after hours. The numbers from those earnings reports, and a top media analysts reaction to the streaming giant’s quarter. Plus, the prognosis on pharma and health care stocks, setting up ahead of Meta, Tesla, and IBM’s reports ... Show More
43m 27s
Oct 19
Buying Opportunity In AI Pullback?... And Oil’s Next Move 10/19/26
Could the pullback in the AI trade be a buying opportunity? Why analysts say the Coreweave unwind is overdone, and the headwinds facing the other neoclouds and tech stocks. Plus, banks under pressure post-earnings, a prime pick on Wall Street, and the next move in the energy sect ... Show More
43m 23s
Oct 16
Coreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26
Shares of Coreweave unraveling even further, with shares tumbling nearly 30% over the past 2 weeks. What the drop means for the broader AI trade, and if tech unwind has more room to fall. Plus, how iPhone Duo preorders are faring, a valuation comparison between Walmart and Amazon ... Show More
43m 29s
May 2022
Apple Loses Its Crown, Disney "Minus", Beyond Meat Beatdown, The Coinbase-Bitcoin Blues, and Market Bright Spots 5/12/22
With the Dow in the midst of a five-day losing streak, Carl Quintanilla and Jim Cramer focused on market volatility and pressure, especially on the tech sector as Apple loses the title of "world's most valuable company" to Saudi Aramco. Where can you find value in this market? Al ... Show More
42m 57s
Jan 2023
Goldman Misses on Earnings, Morgan Stanley Beats, Disney Fires Back At Peltz 1/17/23
Jim Cramer and David Faber delved deeper into another set of big bank earnings, discussing what to make of Goldman Sachs posting weaker-than-expected quarterly results while Morgan Stanley beats
on profits and revenue. Breaking news on the Disney-Nelson Peltz proxy fight: Disney ... Show More
45m 38s
Nov 2024
Mixed results from Big Tech
<p>Markets had a risk-off day, with global equities, gold and Bitcoin falling. Investors are getting jittery ahead of next week's US elections, the Federal Reserve's interest rate decision, and China's National People's Congress. European stocks slumped after the release of euroz ... Show More
17m 11s
Aug 2023
Is Apple Buying Disney? And New China Trade Restrictions
<p>This week Michael S. Malone and Scott Budman discuss Disney taking more hits, Biden Announcing new Chinese Investment restrictions, Apple's big revenue slump, Amazon jumping 11% in revenue, and Livermore Labs Creates Artificial Sun.</p>
29m 41s
Feb 2025
SOTS 2nd Hour: Alphabet’s Revenue Miss, Musk’s Role in Government, Live: Shell CEO 02/05/25
<p>Carl Quintanilla, Sara Eisen and David Faber broke down the weakness in big tech. Alphabet shares dropped on its latest quarterly results, following a revenue miss and soaring AI investments. Apple shares were also under pressure on a report that China is considering a probe i ... Show More
43m 39s
Feb 2024
Apple Slumps, Meta Soars, Amazon Surges, Jobs Blowout, Chevron CEO "First on CNBC" 2/2/24
<p>Carl Quintanilla, Jim Cramer and David Faber highlighted big tech earnings and how to play Cramer's "super six pack." Apple shares fell despite better-than-expected Q1 results -- as a decline in China sales overshadowed strength in services and the iPhone. Jim shared what CEO ... Show More
49m 3s