Feb 25
All Eyes on Nvidia’s Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26
The AI and software trades get a big test with Nvidia and Salesforce reporting results. What a top tech analyst sees in store for the names, and the conference call headlines moving shares after hours. Plus, a rough day for homebuilders, the real read on consumer affordability wi ... Show More
43m 35s
Oct 2020
“E.T., 5G, phone hoooome” — Apple’s iPhone 12. NordicTrack’s future ab-cquisition. Delta’s Mighty Ducks drama.
Apple’s surprise product event may result in the biggest iPhone sales season ever thanks to 5G. We noticed that NordicTrack’s owner, Nautilus, and Hyperice just raised big money in a Peloton world — but we’re wondering what Big Tech company will acquire them. And a single line fr ... Show More
20m 21s
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
Jun 2023
101: Biotechnology and Healthcare: A New Dawn? With Bob Bradway, CEO of Amgen
The late Steve Jobs of Apple said “I think the biggest innovation of the 21st century will be at the intersection of biology and technology, a new era is beginning”.
If you want see how biotech can change the world of health, whilst potentially being capable of creating extraordi ... Show More
39m 55s
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
Apr 2025
Tech Stocks Sell Off Amid Tariff Backlash
Bloomberg’s Caroline Hyde discusses how investors are reacting to tariffs as the magnificent seven and other tech names drop. Mark Mahaney, Evercore ISI managing partner, explains the global impact tech firms could face in a trade war. And Sowmyanarayan Sampath, Verizon Consumer ... Show More
43m 2s
Jul 2025
ICYMI: AstraZeneca Profit, Revenue Lifted by Cancer Drugs
AstraZeneca Plc reported better-than-expected sales and rising profit for the second quarter, spurred by its stable of cancer medicines and growth in the US.Revenue climbed 12% to $14.5 billion, the UK drugmaker said Tuesday, beating estimates. Earnings per share excluding some i ... Show More
14m 39s
Apple & Amazon the latest big tech names to report results. The headlines from the company conference calls, and what top tech analyst Gene Munster sees in store for the group. Plus Eli Lilly jumping as its obesity drug sales soar. How the company is moving the needle in the weight loss wars, and the other pharma stocks moving on potential M&A action.
Fast ... Show More