November 11, 2026: Power Lunch breaks down CoreWeave’s AI-fueled rally, NVIDIA scrutiny, defensive tech rotation, energy and shipping risks, data center power demand, and pressure on prediction markets. The key takeaway: investors are weighing renewed AI optimism against policy, geopolitical, financing, and regulatory risks.
Yesterday
NVIDIA CEO Fallout, AI Trade Risks and Retail Earnings Setup
November 13, 2026: Power Lunch breaks down NVIDIA’s deepening CEO uncertainty, the ripple effects across AI stocks, and whether investors should buy the dip or avoid headline risk. The episode also covers Treasury volatility, commodity opportunities, tech founder power, GTA 6 lau ... Show More
42m 18s
Nov 12
Power Lunch: NVIDIA CEO Exit, Tech Volatility and Crypto Pressure
November 12, 2026: Power Lunch breaks down Jensen Huang’s exit from NVIDIA, the ripple effects across tech, semiconductors, indexes and AI investing, and the market’s surprisingly resilient reaction. The episode also covers Treasury deficit data, rising yields, crypto pressure, S ... Show More
41m 44s
Nov 10
Nvidia Fallout, AI IPO Frenzy and Rate Hike Risks
November 10, 2026; 2pm: Kelly Evans and Dominic Chu cover Nvidia’s slide amid an internal investigation involving CEO Jensen Huang, Anthropic’s planned IPO, renewed rate hike concerns, AI cybersecurity risks, power demand, clean energy volatility and options trades in Amgen and C ... Show More
42m 48s
Apr 2023
Monster week ahead for earnings - Plus, Tesla stock hits the skids 4/21/23
<p>Wall Street is getting ready to hear from tech heavyweights including Alphabet, Meta Platforms and Amazon. The “Fast Money” traders tackle whether next week is the real test for markets with tech front and center. And, why Tesla’s big drop is revving up a number of shareholde ... Show More
22m 54s
Apr 2025
Big Tech On Deck, A Transports Warning… And Foreign Money At Risk 4/28/25
<p>Big tech earnings are coming up and top tech analyst Dan Niles says the bar has been raised for the group. Where he sees the space heading next. Plus, Why transport stocks are flashing warning signs, prices hikes from China retailers, a bearish call on pharma, and why foreign ... Show More
43m 35s
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
Oct 2024
SOTS 2nd Hour: Prepping for Big Tech Earnings, Woes Growing At Boeing, and Rating Apple’s AI Roll-out 10/28/24
<p>Carl Quintanilla, Deirdre Bosa and David Faber discussed the latest headlines surrounding the Magnificent 7 names – ahead of results out of Alphabet, Meta, Amazon, Apple, and Microsoft. Also in focus: the latest on the elections front, including CNBC’s proprietary data around ... Show More
42m 26s