On another record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla, David Faber and Mike Santoli discussed the AI trade and reacted to comments made to the BBC by JPMorgan Chase CEO Jamie Dimon. He said he is "far more worried than others" about a serious market correction. On the earnings front: Delta shares surged on better-than-expected quarterly ... Show More
Yesterday
11AM Hour: Dell CEO on AI, Wells Fargo CFO on Earnings & UnitedHealth's Beat and Raise 10/13/26
Dell CEO Michael Dell joins exclusively to discuss the AI buildout and its impact on the business. Then, Wells Fargo CFO Mike Santomassimo joins with his first reaction to the bank's earnings. Plus, we break down UnitedHealth's latest results and discuss the progress of its turna ... Show More
46m 50s
Yesterday
10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/26
Big banks kick off earnings season, with results from JPMorgan, Goldman Sachs, Citigroup and Wells Fargo. UBS helps breaks down the numbers and reveals the firm's top picks. Plus, Apple hits an all-time high as it prepares to take on Amazon and Google with new smart home devices. ... Show More
43m 2s
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
Apr 2025
Markets rip higher on tariff hopes… and earnings roll in 4/23/25
<p>Stocks surge on renewed trade optimism and dovish tones out of Washington. Plus big earnings movers: Southwest, Chipotle, IBM, and Texas Instrument. And CME Group CEO Terry Duffy joins us to break down market volatility and clear up confusion over their results</p><p> </p><p>< ... Show More
43m 5s
Jan 2024
Tech stocks rally on AI boom even as yields rise, dollar steady
Send us Fan MailApple and semiconductors push Nasdaq 100 to new record high. But Fed repricing limits gains outside of tech as yields edge up. Dollar holds firm, pound slips on data, yen propped up by verbal intervention.Risk Warning: Our services involve a significant risk and c ... Show More
4m 11s