Stocks tumble as trade war fears reignite, could that be a buying opportunity? Does America still have bargaining power when it comes to Greenland? Plus, how Europe could respond to Trump's tariff threats
Yesterday
OpenAI's Make or Break Year, Intel Interrupted, and Blizzard Bracing 1/23/26
Will OpenAI be able to cover its cashburn or will it continue to fall behind Google's Gemini? Intel's momentum hits a wall after weak guidance sends shares tumbling. Plus, millions of Americans brace for a massive winter storm. Hosted by Simplecast, an AdsWizz company. See pcm.ad ... Show More
43m 51s
Jan 22
Memory Momentum, Tech Trade Fade, and Lowe's' "Influencer" Era 1/22/26
Memory chips are in a super-cycle while the Mag 7 slows down. Will the AI race hit a wall or keep competitors cutthroat? Plus, Lowes's' new strategy to win over Gen Z shoppers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and ... Show More
43m 21s
Jan 21
No Force for Greenland, The First Fed Fight, and the Housing Investor Ban 1/21/26
President Trump reiterates his pursuit for Greenland, but rules out using military force. Justice Kavanaugh advocates for Fed independence as the justices question the legality of Fed Governor Lisa Cook's firing. Plus, what the new housing investor ban means for real estate price ... Show More
43m 28s
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