logo
episode-header-image
Apr 28
44m 17s

Reaction to OpenAI's Revenue Miss: How t...

CNBC
About this episode
Scott Wapner and the Investment Committee react to OpenAI's revenue miss and debate how you should navigate it.  Plus, Josh Brown highlights semiconductors in his "Best Stocks in the Market." The Investment Committee debate the sector and what it means for the broader market. And later, the desk shares their latest portfolio moves.  Investment Committee Di ... Show More
Up next
Yesterday
A Make or Break Day for Stocks: The Committee's Top Strategies 4/29/26
Scott Wapner and the Investment Committee discuss their top strategies with Fed Chair Powell's final Fed meeting and several mega cap earnings looming over the market. Plus, the desk share their latest portfolio moves. And later, the desk give you The Setup on stocks reporting ea ... Show More
44m 3s
Apr 27
Trading Strategies for the Huge Week Ahead 4/27/26
Frank Holland and the Investment Committee debate the huge week ahead for stocks with mega cap earnings, a rate decision and a possible Fed Chair confirmation looming over stocks. Plus, we are watching the Energy trade down big this month but still the best sector this year, the ... Show More
43m 43s
Apr 24
The DOJ Drops its Charges Against Fed Chair Jerome Powell 4/24/26
Leslie Picker and the Investment Committee debate what the DOJ dropping charges against Jerome Powell means for the market and your money. CNBC’s Steve Liesman joins ‘Halftime Report’ to discuss the latest out of Washington. Plus, Intel surges after earning, it's our Chart of the ... Show More
43m 27s
Recommended Episodes
Jun 2024
Apple WWDC 2024, MoviePass Documentary
Bloomberg's Caroline Hyde discusses the latest from Apple as the company's annual developer conference kicks off in Cupertino, California. Plus, conversations with DreamWorks Founder Jeffrey Katzenberg and MoviePass Co-Founder Hamet Watt.  See omnystudio.com/listener for privacy ... Show More
42m 36s
Sep 2024
Apple’s Strategy to Rule the World
Apple is at a turning point. It ascended from a scrappy tech underdog to the most valuable company in the world through selling devices like iPhones, Macs and Apple watches. But now, a significant portion of its revenue comes from digital services. On today’s Big Take podcast, Bl ... Show More
13m 51s
Jun 2025
Investors Look To Apple's WWDC For Guidance
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple's software and AI goals as the company kicks off its annual Developers Conference in Cupertino. Plus, AI and tariffs top the agenda for China-US trade talks as discussions get underway in London. And, Warner Brothers Discovery ... Show More
40m 45s
Aug 2018
Apple Event Set for September 12
Apple has sent out invitations for its next big event on September 12, 2018 at 10 AM PST. Here's what we can expect and what it's like to cover Apple's big day in the spotlight.See the invitation here:<a href="https://twitter.com/richdemuro/status/1035198224867315712See" target=" ... Show More
3m 43s
Jun 2024
Apple and OpenAI make a deal
The Verge's Nilay Patel, Alex Cranz, and David Pierce discuss takeaways from WWDC, this week's gadget news, and Elon Musk dropping his lawsuit against OpenAI. Further reading: Apple and OpenAI aren’t paying each other yet, says Bloomberg MKBHD interviewed Tim Cook. Tim Cook is ‘n ... Show More
1h 37m
Sep 2025
Apple’s Device Delay… And Vaccine Makers Under Pressure 9/12/25
<p>Apple postponing the launch of its new iPhone Air model in China, as regulatory issues hit the tech giant. How they’ll clear that hurdle, and what a top tech analyst sees in store for the stock after a muted Apple event response. Plus A new report threatening vaccine makers, a ... Show More
44m 16s
Jun 2022
🍷 “Rando Merlot vs Pricey Pinot” — Duckhorn’s Millennial wine thesis. Apple’s chicken/egg iMessage. Solar stocks’ dodgeball.
One of the very few stocks up right now is Duckhorn Wines… because they know Millennials will pay more for a pricey pinot. Apple’s Worldwide Developers’ Conference kicked off with a plan to turn your car into an iThing. And the US solar industry has been frozen… until yesterday’s ... Show More
19m 38s
Aug 2025
SoftBank Invests in Intel as US Government Eyes 10% Stake
Bloomberg’s Caroline Hyde discusses potential plans by the US government to take a stake of about 10% in Intel as SoftBank buys into the chipmaker. Plus Palo Alto Networks CEO Nikesh Arora, discusses the company’s growth plans. And Apple expands iPhone production in India.See omn ... Show More
41m 52s
Jun 2020
Apple announces macOS Big Sur, new silicon chips, and iOS 14
Nilay Patel and Dieter Bohn welcome back Verge alum and Wall Street Journal columnist Joanna Stern to discuss the big announcements from Apple's developer conference this week. Verge news editor Chaim Gartenberg joins in the second half to discuss the Apple updates you may have m ... Show More
1h 34m