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Oct 16
43m 29s

Coreweave’s Impact On AI Trade… And Netf...

CNBC
About this episode
Shares of Coreweave unraveling even further, with shares tumbling nearly 30% over the past 2 weeks. What the drop means for the broader AI trade, and if tech unwind has more room to fall. Plus, how iPhone Duo preorders are faring, a valuation comparison between Walmart and Amazon, and the steaming setup in Netflix ahead of its earnings report next week; how ... Show More
Up next
Oct 15
Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26
The move lower in rates helping fuel rallies in homebuilders, discretionary, and even the tech stocks at the forefront of the recent AI rout. What the treasury changes mean for the groups, and if this is just short term reprieve, or if the rally is back in action. Plus, Wall Stre ... Show More
43m 17s
Oct 14
AI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26
Financing concerns hitting the AI trade, as shares of Coreweave and Oracle tumble. The capital worries hitting the trade, and if the tech debt distress is enough to keep dragging on the group. Plus, Caterpillar in need of a metamorphosis, discount retailers show strength, and the ... Show More
44m 15s
Oct 13
Drama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26
Memory stocks under pressure yet again, as China competition threats weigh on the space. How the DRAM Memory ETF is holding up, and why a post by Elon Musk is adding to the drama. Plus, J&J drops on weak medical device sales, Disney’s touch of magic on an 8-day win streak, and Ap ... Show More
43m 28s
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