Carl Quintanilla, Jim Cramer and David Faber were all over the stock market's rally in reaction to Tuesday night's election results, which showed that neither President Trump nor his
Democratic rival Joe Biden had secured enough electoral votes to win the presidency -- and that ballot counting would continue in several battleground states. The anchors explo ... Show More
Yesterday
11AM Hour: NetApp CEO on Earnings, Garnering Support for Data Centers & CNBC Special Report: Stealing Anthropic's IP 9/3/26
NetApp CEO George Kurian joins to break down the data storage company's latest earnings report. Then, QTS Data Centers Co-CEO Tag Greason discusses how he is trying to change the public perception of data center construction. Plus, we bring you a CNBC special report that digs int ... Show More
43m 43s
Yesterday
10AM Hour: Snowflake & HPE CEOs, Is a Rate Hike in the Cards? 9/3/26
The CEOs of Snowflake and HPE break down their latest earnings, enterprise IT spending, and the demand for AI integration. Plus, fresh comments from Fed Governor Chris Waller spark debate over a potential rate hike, DoubleLine’s Jeffrey Sherman joins to weigh in on market volatil ... Show More
43m 19s
Yesterday
9AM HOUR: Nvidia Buys Hugging Face, Broadcom Falls While Snowflake Soars, Diesel and Pain at the Pump 9/3/26
Carl Quintanilla and Jim Cramer led off the show with the M&A story of the day: Nvidia has agreed to acquire AI platform Hugging Face for nearly $13 billion. Hear what Nvidia CEO Jensen Huang told CNBC about the deal. Also on the AI front: Shares of Broadcom fell despite a Q3 bea ... Show More
42m 50s
Nov 2024
Equities extend post-election rally
<p>Global equities continued to celebrate the US election results, with European stocks joining the rally despite German Chancellor Olaf Scholz announcing potential snap elections. US equities hit new record highs yesterday, driven by technology stocks, upbeat earnings reports an ... Show More
16m 13s
Nov 2024
Trump’s victory sparks US equity rally
<p>With Mr Trump confirmed as the next US President and a Republican sweep priced in as a 94% probability, US equities, especially those likely to benefit from his policy changes, took off yesterday. The rally was echoed by the US dollar and Bitcoin. US Treasuries sold off on exp ... Show More
17m 36s
Jul 2025
US stocks hit a new record - despite trade unease
The US stock market reached new heights, driven by the strong performance of several of the top tech giants, but the broader market failed to follow suit. Meanwhile, government bond yields declined across the board as the deadline for President Trump's trade negotiations, set for ... Show More
12m 34s
Nov 2020
Biden edges towards victory, Bank of England stimulus, Uber earnings miss
<p>Joe Biden edged closer to a presidential victory on Thursday night while Donald Trump claimed without evidence that the Democrats were trying to “steal” the election. Plus, the Federal Reserve kept monetary policy steady, the Bank of England took more robust measures as the UK ... Show More
9m 36s
<p>Our Global Head of Fixed Income recaps the aftermath of the first U.S. presidential debate, and how markets may react if forthcoming poll data shows a meaningful shift in the race.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm ... Show More