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 weakening U.S. economy, and if a 50 basis point cut is on the table for the central bank.

Fast Money Disclaimer


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Up next
Yesterday
Cracks In Homebuilder Foundation Grow… And De-Dollarization Drama 10/9/25
More cracks starting to form in the homebuilder trade, as those stocks continue to fall. The next move in the group, and what it will take to turn the housing trade around. Plus Alarm bells in the dollar trade, as a decade-low Fed custody holding raises de-dollarization concerns. ... Show More
43m 41s
Oct 8
AI Ripple Rally Boosts Copper Miners… And The Fed’s Next Move As Rally Rolls On 10/8/25
The AI ripple effect hitting another industry, as Copper miners get a boost. How the data center buildout is lifting those names, and the amount of metal needed to fuel the AI surge. Plus Fed Minutes giving investors more details behind the Central Bank’s rate policy. What to exp ... Show More
43m 32s
Oct 7
Oracle Hits A Snag… And How Prime Day Could Boost Retail’s Slump 10/7/25
Shares of Oracle getting hit on reports the company is seeing thin cloud margins from its Nvidia chip rentals. So is the hiccup a sign of more cracks to come in the AI trade? Plus Retail stocks stuck at check out recently, but could Amazon’s Prime Day and other retail deal days h ... Show More
43m 36s
Recommended Episodes
Aug 4
Why Stocks Get Ahead of the Fed
Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. 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.Read more insights fro ... Show More
4m 10s
Jul 11
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
Midweek Market Recap and NVIDIA Earnings Breakdown - August 28, 2023 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&P 500 down by 0.6%, and the NASDAQ falling by ... 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 25
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 8s
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
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 BoJ ... Show More
25m 15s
Mar 2025
Special Report: Global Market Selloff Easing with Mike Wilson and Mohamed El-Erian
Bloomberg's Nathan Hager breaks down the recent market volatility with Morgan Stanley's Mike Wilson and Bloomberg Opinion contributor Mohamed El-Erian.   Global stocks steadied from a selloff and US stock futures signaled a Wall Street bounce, as Bloomberg News reported President ... Show More
21 m
Jul 2024
The Tech Sell-off and Beyond, Chips Try to Rebound, Sen. Vance's Wall Street Message 7/18/24
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 guid ... Show More
41m 52s