logo
episode-header-image
Sep 5
44m 14s

Semi Stocks Diverge… And Jobs Report Imp...

CNBC
About this episode
Nvidia and Broadcom heading in opposite directions, as stocks wrap up the first week of September trading. What the chip stock divergence means for the broader tech trade, and if the jumps and drops will continue. Plus payrolls coming in lighter-than-expected in August, further solidifying hopes of a September rate cut by the Fed. What the data says about a ... Show More
Up next
Yesterday
Fast Money 11/24/25
<p>Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.</p><p><a href="https://www.cnbc.com/fast-money-disclaimer/">Fast Money Disclaimer</a></p><br/> <p>Hosted by Simplecast, an AdsWizz company. See <a href="htt ... Show More
43m 39s
Nov 21
Stocks Bounce After Sell-Off… And Opportunity In The Credit Market 11/21/25
<p>Stocks closing out the week with a big leg higher, as equities rebound after an Nvidia led sell-off on Thursday. The sectors gaining ground, and if the volatility will continue into a shortened holiday week. Plus Rounding up all the retail data and results that came in this we ... Show More
43m 42s
Nov 20
Stocks Drop In Major Reversal… And Opportunities In A Red-Hot Biotech Sector 11/20/25
<p>An early rally in stocks gave way to a rough sell-off on Wall Street. How Nvidia’s reversal, and a delayed jobs report gave way to a market meltdown, and how Walmart became a bright spot in the down day. Plus, Biotech more than doubling the performance of the broader market, a ... Show More
43m 43s
Recommended Episodes
Aug 4
Why Stocks Get Ahead of the Fed
<p>Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S.&nbsp;Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.</p><p><br></p ... Show More
4m 10s
Jul 2025
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
Aug 2024
The Dividend Cafe Wednesday - August 28, 2024
<p>Midweek Market Recap and NVIDIA Earnings Breakdown - August 28, 2023</p> <p>In this episode of Dividend Cafe, Brian Szytel discusses the performance of the stock market on a relatively uneventful day, with the Dow dropping 159 points, the S&amp;P 500 down by 0.6%, and the NASD ... Show More
3m 45s
Aug 29
Wall Street Roundup: valuation concerns and uncharted waters
Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).Show NotesNvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surgeMongoDB raises ... Show More
10m 59s
Jul 2025
New Paramount must ditch bias, says FCC in merger OK
Paramount (PARA) (PARAA) gains as FCC approves Skydance merger. (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53) Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41)Episode transcripts seekingalpha.com/wsb.Sh ... Show More
5m 28s
Apr 2022
U.S. Stocks Rally on Strong Start to Earnings Season
The major U.S. equity indexes were all up more than 1% late in Monday’s regular trading session, with the tech-heavy Nasdaq Composite leading the way with a 1.85% gain. Stocks today seem to reflect a strong start to earnings reporting season. According to Bloomberg, 38 of the 48 ... Show More
39m 53s
Aug 2021
US yields jump, gold dives ahead of US inflation!
Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ... Show More
10m 42s
Sep 2024
Investors up bets on 50bps U.S. rate cut
<p>The greenback falls and the Dow hits a record high with investors increasingly betting on a 50bps interest rate cut from the Fed later this week. In Japan, the Nikkei is in the red as the yen strengthens past ¥140 /USD, while a CNBC survey shows a split over the timing of the ... Show More
25m 15s
Jul 2024
The Tech Sell-off and Beyond, Chips Try to Rebound, Sen. Vance's Wall Street Message 7/18/24
<p>One day after the worst session for the Nasdaq since December 2022, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the tech sector. Chips hoped to recoup some of Wednesday's steep losses after Taiwan Semiconductor reported better-than expected revenue g ... Show More
41m 52s