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Oct 2025
43m 44s

AI Bubble Anxiety… And An Earnings Seaso...

CNBC
About this episode
Bitcoin hits another record high, raising questions about what it means for the crypto market. Plus, a technical take on the bond market, and what’s ahead as tech leads markets higher. And is the AI market becoming “circular?” In an interview, the COO of OpenAI addresses the accusations. 
Up next
Yesterday
Digging in on Market Volatility… And SpaceX Hits New All-time Low 7/27/26
A big week for big tech as investors await earnings from names like Microsoft, Meta and Apple all reporting later this week. Cboe head of Derivatives Market Intelligence Mandy Xu comments on increasing risk aversion among investors, and why single-stock volatility is surging as t ... Show More
43m 28s
Jul 24
Apple Earnings Next Week… And Housing Stocks Soar 7/24/26
A rocky tech earnings season continues next week after names like Alphabet, Intel and Tesla tumble upon Q2 results. The traders discuss whether the AI trade is losing steam, and what to expect from Apple’s earnings next Thursday. But while tech tumbles homebuilders soar as the ho ... Show More
43m 24s
Jul 23
Intel Earnings Beat…And Yields Spike Ahead of Fed Meeting 7/23/26
The traders talking all things Intel after the company’s second quarter earnings, and what the results mean for the broader tech trade. Then, what a yield spike means for the economy ahead of the July Fed meeting next week. Chief economist at Ernst & Young Greg Daco lays out why ... Show More
43m 34s
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