Nvidia becomes the first company to cross the $4T market cap, as the chip giant helps fuel the Nasdaq to its own record high. How the semi surge is fueling the broader tech trade, and if the gains can continue. Plus Is it time for an Apple turnover? Why one Wall Street research firm thinks it’s time for Tim Cook to be replaced, and how a new chief could turn ... Show More
Aug 14
Key week for retail on deck... And the next test for housing stocks 8/14/26
With the bulk of earnings season in the rearview, the attention shifts next week to reports from retail giants including Target, Walmart and Home Depot. The traders give their picks for the best-positioned retail stocks now. Then, Compass’ Mike Simonsen weighs in on the big week ... Show More
43m 37s
Aug 12
AI stocks back in the spotlight... And a bold call for three rate hikes this year 8/12/26
The traders debate what’s driving strength in the AI trade today, as stocks like CoreWeave, Nebius and Super Micro all surge double digits. We also get a fresh read on the AI buildout, with Cisco reporting Q2 numbers after the close. Then, BofA Securities’ U.S. economics head exp ... Show More
43m 34s
Jun 2024
Nvidia As the New Market Cap King, Fresh Record Highs, Musk Walks Back Comments 6/20/24
<p>Carl Quintanilla, Melissa Lee and Michael Santoli explored the mega-tech rally, with Nvidia surpassing Microsoft and Apple to become the world's most valuable company. The chipmaker extended its gains, helping the S&P 500 and Nasdaq hit fresh record highs. The anchors also rea ... Show More
42m 18s
Jan 2025
Nvidia CEO's CES Keynote, Apple Hit With a "Sell" Rating, Meta-Mania from Fact-Checking to UFC 1/7/25
<p>Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about Nvidia – and what CEO Jensen Huang said about AI in his keynote at the Consumer Electronics Show </p><p>in Las Vegas Monday night. Shares of the chip giant briefly hit a record high and sur ... Show More
42m 47s