SOTS 2nd Hour: The State of 'Truflation', AI Private Credit Check, & Is Software Oversold Here? 2/12/26| Listen on Anghami

Yesterday

SOTS 2nd Hour: Roku & Airbnb CEOs Talk Earnings, Today's Movers To Know, and Navarro's Tariff Update 2/13/26

Carl Quintanilla, Courtney Reagan, and Michael Santoli capped off a big week of volatility and earnings with a panel of market veterans: Moody's Mark Zandi and former Leuthold Group CIO Jim Paulsen, before a deep-dive into 2 of the morning's biggest reports - Airbnb & Roku, with ... Show More

42m 17s

Yesterday

Inflation Watch, AI Fears, the Tech Sell-Off and Beyond 2/13/26

Carl Quintanilla, Scott Wapner and Michael Santoli led off the show with market reaction to January CPI: Consumer inflation was tamer-than-expected. The anchors drilled down on the stocks and sectors impacted by AI fears. In the mix after Thursday's tech sell-off: Weakness in sha ... Show More

43m 12s

Feb 12

The Cisco Skid, McDonald's "Value" Beat, Trump Tariff Setback in the House 2/12/26

Carl Quintanilla, David Faber and Michael Santoli discussed the markets and sectors that are thriving in wake of the recent pullback in tech. Add commercial real estate stocks to the list of equities hit by AI fears. Shares of Cisco down sharply as guidance on soaring memory chip ... Show More

42m 43s

Aug 2024

Starbucks Ousts CEO and Taps Chipotle’s Brian Niccol as Boss

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Consumer Reporter Deena Shanker and Bloomberg Intelligence Senior Credit Analyst Jody Lurie discuss Starbucks ousting its chief executive officer and picking Chipotle Mexican Grill’s Brian Niccol ... Show More

39m 10s

Aug 2024

The Swing-State Economic Realities, Pagaya CEO

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Senior Economics Writer Shawn Donnan and Bloomberg Economics US Economist Stuart Paul on their Big Take story: The Swing-State Economics Realities Shaping the US Election. Bloomberg News US Sem ... Show More

39m 10s

Jul 2024

Apple’s AI Upgrades to Miss Initial Launch of iOS 18 Overhaul

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Chief Technology Correspondent Mark Gurman discusses Apple’s upcoming artificial intelligence features arriving later than anticipated, missing the initial launch of its upcoming iPhone and iPad ... Show More

44m 46s

Feb 2024

🦶“WeCrashed: Part II” — Adam Neumann’s WeWork offer. 49ers’ Silicon Valley playbook. FTX’s full refund.

The 49ers are in the Super Bowl again thanks to one data-driven strategy — But this isn’t a football story, it’s a business story (and it’s inspired by the artist Renoir).WeWork’s ex Adam Neumann just tried to buy-back WeWork — He’s either pulling a Steve Jobs… or he’s pulling a ... Show More

18m 42s

May 2025

🍹 “The Drink of the Summer” — 2025’s beach booze. Warby’s Google glasses vs. OpenAI-phone. Toyota’s Rav4 Revolution.

TBOY Live Show Tickets to Chicago on sale NOW: https://www.axs.com/events/949346/the-best-one-yet-podcast-ticketsWe analyzed the DoorDash data and TikTok trends to predict… the drink of the summer.Google & Warby Parker are launching smart glasses… but so are OpenAI & the iPhone d ... Show More

22m 41s

Sep 2025

Disney Says ‘Jimmy Kimmel Live!’ to Return After Backlash

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Walt Disney Co. said Jimmy Kimmel Live! will return to the air on Tuesday, ending a suspension imposed following controversial remarks the ABC late-night host made about the assassination of Republican activist ... Show More

34m 25s

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

Sep 2025

Intel Said to Seek Apple Investment as Part of Comeback Bid

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Intel Corp. has approached Apple Inc. about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that’s now partially owned by the U ... Show More

42m 2s

Feb 2025

January Jobs, AI Advertisements, and Super Bowl Betting

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Amy Glaser, Senior VP at Adecco, discusses the January jobs report and employment trends. David Jones, CEO of The Brandtech Group, breaks down how Gen AI is reshaping the Super Bowl ad landscape. BetMGM CEO Ada ... Show More

38m 41s

Jun 2024

Jobs Surge Reignites Fed Debate, The Future of Food Crops

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News International Economics & Policy Correspondent Michael McKee and Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey break down the latest jobs data and what the mixed forecast c ... Show More

47m 23s

SOTS 2nd Hour: The State of 'Truflation'...