Carl Quintanilla, Michael Santoli, and David Faber kicked off the hour with a deep dive on the story of the day: Nvidia earnings, as shares turned lower despite a big beat. Truist CIO Keith Lerner discussed the high bar for investors - and dueling dynamics between software and the semis, before the team broke down the state of the Big Tech trade with one ana ... Show More
Feb 27
SOTS 2nd Hour: OpenAI Makes History, Banks Tank, & LIVE: Zscaler, Autodesk CEOs 2/27/26
A huge morning for AI and the tech trade: Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh news out of OpenAI - closing a $110 billion funding round in the largest private tech financing on record. HSBC'S Chief Multi-Asset Strategist joined the team ... Show More
43m 3s
Feb 27
Hot PPI, $110B for OpenAI, CoreWeave CEO Exclusive, Paramount Wins Battle for WBD 2/27/26
On a busy final trading day of February, Carl Quintanilla, Jim Cramer discussed market reaction to key wholesale inflation data: Stocks under pressure after the January Producer Price Index came in hotter than expected. OpenAI raised $110 billion in new funding, including investm ... Show More
47m 34s
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
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