AI laggard Alphabet rapidly moving to the front of the pack, on track to hit a $4T market cap. Consumer confidence hits a 7-month low as recession fears rise. Plus, Best Buy beats estimates and raises guidance... why one analyst says this holiday season could be especially strong for the retailer.
Nov 24
Novo Nosedives, New AI Darlings & Buy the Former High-Flyers? 11/24/25
<p>Novo Nordisk hits a 4-year low, just days after rival Eli Lilly hits a $1T market cap milestone.<br />Plus, some former high-flyers trading more down to earth. Is now the time to get in? And, two unlikely names dominating the AI narrative now.</p><br/> <p>Hosted by Simplecast ... Show More
43m 44s
Nov 21
Markets Rebound, Bitcoin Breaks Down & Google's Gains 11/21/25
<p>Stocks surge after the odds of a December rate cut climb. Bitcoin on pace for its worst week in three years. Plus, Alphabet's AI momentum is worrying some of its rivals.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com ... Show More
43m 47s
Oct 3
Shutdown drags on, AI fuels record highs, Trump eyes farmer bailout
US stocks edge higher as Wall Street extends its record run despite the government shutdown entering day three. Economic data remains frozen, with the September jobs report delayed, but investors continue to ride the AI wave as Nvidia (NVDA) and OpenAI unveil new partnerships. Pr ... Show More
21m 49s
Feb 2025
SOTS 2nd Hour: M&A Under Trump, Tariff Tech Picks, & DeepSeek-ing New Funds? 2/19/25
<p>Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting ... Show More
41m 37s