logo
episode-header-image
Jan 15
44m 8s

Resilience and Rotation 1/15/26

CNBC
About this episode
Frank Holland and the Investment Committee discuss stocks trying to rebound after back-to-back down days. Plus, the desk share their latest portfolio moves. And later, Taiwan Semi's earnings report reveals a 35% jump in profit on the AI boom. CNBC’s Kristina Partsinevelos joins us to discuss the latest in the chip space. The Committee shares their semis stra ... Show More
Up next
Today
Buy the Volatility? 1/20/26
Scott Wapner and the Investment Committee debate whether you should buy the volatility as President Trump's new threats of tariffs against Europe push stocks sharply lower. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Utilities in his "Best ... Show More
44m 22s
Jan 16
The Road Ahead for the Rally 1/16/26
Frank Holland and the Investment Committee debate the road ahead for the rally and how to position your portfolio. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights CBRE Group in his "Best Stocks in the Market." Investment Committee Disclosures ... Show More
45m 21s
Jan 14
How to Trade the Market Volatility 1/14/26
Frank Holland and the Investment Committee debate how to trade the increased volatility in the market. Plus, the desk shares their latest portfolio moves. And later, Oil rebounding over the past week amid rising tensions in Iran and Venezuela, it's our Chart of the Day. Hosted by ... Show More
43m 45s
Recommended Episodes
Oct 7
Closing Bell Overtime: Michael Dell on AI Demand, Energy & TikTok; Jim Cramer on NVIDIA 10/7/25
<p>Wealth strategist Nicole Webb (Wealth Advancement Group) joins to assess investor sentiment as the government shutdown enters its seventh day. Jim Cramer stops by the NYSE to talk NVIDIA and his new book. Plus, a First on CNBC interview with Michael Dell after his company rais ... Show More
42m 53s
Oct 19
Why This Legendary Investor Says We're in a Stock Market Bubble
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dig into the latest big bank earnings and what they signal about the health of the U.S. consumer. Next, they explore the disconnect between potential economic warning signs and the market’s ... Show More
28m 25s
Sep 2025
Cramer's Morning Take: Boeing & Costco 9/30/25
<p>Cramer explains two stocks The Club is buying. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: <a target="_blank">cnbc.com/morningtake</a></p><p><a href="https:/ ... Show More
3m 26s
Nov 2019
Home Depot Earnings, Markets Ride Out ‘Amen Corner’, Warby Parker Getting i nto Contacts
Bloomberg News Projects and Investigations Reporter Zach Mider discusses the SEC Chairman citing fishy letters in support of policy change. Ken Leon, Global Director of Equity Research at CFRA, breaks down Home Depot earnings. Jeff Krumpelman, Chief Investment Strategist at Marin ... Show More
34m 41s
Mar 2025
Stocks Wrap Up Volatile Week… And Dissecting The Tech Wreck 3/7/25
<p>Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rall ... Show More
43m 45s
Sep 2025
What’s News in Markets: CarMax Woes, Intel Soars, Tylenol Pressure
Why did CarMax’s earnings spook investors? And how has Intel stock gained 46% this month? Plus, what’s driving a sharp selloff in Kenvue shares? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. n ... Show More
5m 11s
May 2024
GameStop & Market Manipulation + Is AI Becoming a Bubble, and Is Nvidia Safe?
Scott shares his thoughts on the brief meme stock resurgence of last week and considers whether Keith Gill, otherwise known as Roaring Kitty, should be accused of market manipulation. Then Scott and Ed discuss xAI’s potential deal with Oracle and question if investments in AI cou ... Show More
53m 9s
Jan 2024
Why Markets Should Be Paying More Attention to Jamie Dimon’s Warning, and Why One Top Investor Is Wary of Investing in China 1/17/24
<p>Stocks closed well off their lows of the day, but a stark warning from JPMorgan CEO Jamie Dimon may be reason for investors to pause. We dive into what he said, and why markets might be missing his message. Plus Chinese stocks are on pace for their worst start to the year sinc ... Show More
44m 33s
Jul 2025
Michael Saylor: The Future Is Still Orange
Guy Adami welcomes Michael Saylor, executive chairman and co-founder of MicroStrategy. Saylor shares updates since December, highlighting MicroStrategy's significant Bitcoin investments and the firm’s strategy, owning over 600,000 BTC. The conversation covers key developments inc ... Show More
32m 25s
Listen to millions of songs and podcasts on Anghami