Semiconductor equipment giant ASML expects a "significant" sales decline in China next year, French luxury house LVMH is reporting growth in the most recent quarter, Boston Fed President Susan Collins says she thinks the rising job market puts more interest rate cuts at risk, Apple is preparing to scale up manufacturing outside China, and OpenAI is preparing ... Show More
Yesterday
“Science of the AI Mind” & Ron Baron 9/16/26
Jensen Huang, Mark Zuckerberg, and Dario Amodei discussed AI guardrails at the Salesforce conference this week, each with a different perspective on safety and innovation. In a Wall Street Journal piece, Reciprocal Research director Cameron Berg argues that AI systems are being b ... Show More
59m 26s
Sep 15
Maryland Gov. Wes Moore & the AI Buildout 9/15/26
Seven weeks away from the midterm elections, Maryland Governor Wes Moore (D) discusses his own reelection campaign, the future of the Democratic Party, and rumors of his own run for President. Gov. Moore also weighs in on regulating data centers and their energy consumption. Manu ... Show More
39m 23s
Sep 14
Calls for an AI Slowdown 9/14/26
Leaders in AI have joined a refrain to slow the pace of innovation as fears of AI’s risk to humanity mount. Dario Amodei, Sam Altman, Demis Hassabis, Satya Nadella, and Elon Musk have all commented on the concerns, while President Trump insists that competing with China is paramo ... Show More
50m 51s
Oct 2024
SOTS 2nd Hour: Prepping for Big Tech Earnings, Woes Growing At Boeing, and Rating Apple’s AI Roll-out 10/28/24
<p>Carl Quintanilla, Deirdre Bosa and David Faber discussed the latest headlines surrounding the Magnificent 7 names – ahead of results out of Alphabet, Meta, Amazon, Apple, and Microsoft. Also in focus: the latest on the elections front, including CNBC’s proprietary data around ... Show More
42m 26s
Jan 2025
SoftBank wants a piece of the AI pie
<p>Apple revealed quarterly results that slightly exceeded Wall Street expectations, SoftBank is in talks to invest as much as $25bn into OpenAI, and the European Central Bank cut interest rates as it warned about headwinds to the bloc’s economy. Plus, there are concerns that Chi ... Show More
12m 47s
Jul 2025
SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
<p>Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia co ... Show More
43m 21s
Jan 2025
Market declines, tech earnings season kicks off, investors focus on the Fed's upcoming rate decision.
Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T ... Show More
52m 45s
Jan 2025
SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025
<p>Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the ... Show More
42m 58s