West Texas crude reapproaching $100 a barrel, and while Middle East tensions are ramping, Rapidan’s Bob McNally says China is also playing a big role in driving up prices this time around. We talk to the CEO of AGCO as retaliatory Canadian tariffs going into effect on U.S. goods like dairy and ag equipment. Plus, whether a 25 basis point rate hike at the nex ... Show More
Sep 4
Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26
With markets pricing in a rate hike in September after a strong August jobs report, Steve Liesman and KPMG’s Diane Swonk weigh in on whether Chair Warsh’s ‘forward silence’ could backfire. The first investor in Hugging Face reveals the three companies he’s investing in now. Plus, ... Show More
43m 56s
Sep 3
Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26
Nvidia will buy open-source AI platform Hugging Face for nearly $13B. BofA’s Vivek Arya says that will extend Nvidia’s sphere of influence well beyond Silicon. Meanwhile, ChatGPT, Claude, and Grok all experienced outages in the morning--former Marine Corps. hacker David Kennedy s ... Show More
43m 36s
Sep 2
The Great Data Center Debate, Apple’s New Era, and Not Swooning in September 9/2/26
As West Virginia says ‘yes’ to data centers, Governor Patrick Morrissey is focused on clean water and keeping energy costs low. Steve Jobs biographer Walter Isaacson wants Apple to get back to its roots under its new CEO, creating devices that bring humans closer to the machines ... Show More
44m 5s
Jul 2025
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
Jun 2022
Hiking Rates, Calling Big Oil, & Hedging Portfolios 6/15/22
<p>The S&P 500 fails to rebound, the markets are poised for the Fed’s big rate hike, inflation and pump pressures are on, and crypto is crumbling. Founder and chairman of Equity Group Investments Sam Zell shares his unfiltered perspective on the Fed, energy prices, and DC policy, ... Show More
33m 14s
Mar 2023
Stocks Manage Gains, But Banks Drop Again, and TikTok’s CEO Takes on Capitol Hill 3/23/23
<p>Major indexes all closed well off their highs of the day, even as the rates market seemed to come to terms with the end of the Fed’s rate hike cycle. But which market has the real read on the outlook? Plus TikTok’s CEO making his appeal to not have the app banned in the U.S. W ... Show More
43m 59s
Sep 2021
Stocks Look To Bounce Back From A Rough Week, Supply Chain Worries, Taxes and the $3.5T Plan, KC Southern Declares a "Superior" Bid, Epic Games vs. Apple, Disney's Film Release Strategy and Goldman's Tech "Buy" and "Sell" Calls.
With the Dow and S&P 500 each looking to snap a five-session losing streak, Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at what's next for the markets. Supply chain and inflation issues in the spotlight after 3M said " the rising price of raw materia ... Show More
43m 30s
Sep 2022
Stocks Try To Rally, Europe’s Energy Crisis, Ukrainian President Zelenskyy Rings the Opening Bell, 9/6/22
Carl Quintanilla, Mike Santoli and David Faber began the hour by breaking down the markets coming off their third-straight week of losses, and the Nasdaq hoping to avoid its 7th negative session in a row. Goldman’s chief economist Jan Hatzius posted a note saying he believes the ... Show More
43m 10s
Nov 2022
11-18-2022 – Reality Showdown: Stock Market Rally Vs. Recession Dangers
Though surging stocks suggest markets are reaffirming hopes of a soft landing from the FED, some high-profile strategists disagree. Today's Stocks & Topics: Home Sales Report, Musk and Twitter, Oil Prices, VZ - Verizon Communications Inc., XLI - Industrial Select Sector SPDR ETF, ... Show More
46m 2s