Capital Concerns Hammer the AI Trade 10/22/26
Tech stocks under pressure after Nvidia’s Jensen Huang warns that neocloud demand is ‘off the charts,’ but capital is scarce. Meta taking a...
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Nightly Business Report
"Nightly Business Report produced by CNBC" (NBR) is an award-winning and highly-respected nightly business news program that airs on public television. Televisions longest-running evening bu...
Episodes
20 of 1,817 episodesSpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26
SpaceX pop on strong earnings and Elon Musk’s signaling about the possibility of a merger with Tesla, but one AI researcher is flagging a ri...
Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26
One portfolio manager is playing defense with mega cap tech stocks as investors weigh potential red flags for the AI trade. Does Netflix hav...
Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26
The positive case for Coreweave, despite its debt raising some red flags. Atlantic Council CEO Fred Kempe says it’s been the worst 10 days f...
Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26
Tesla debuts its long-awaited Roadster; it flies, it drives upside down—but is it commercially viable? Memory stocks capture much of the att...
Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26
The AI trade is getting shellacked with a surprisingly positive twist; it’s lowering bond yields. We look at what that tells us about inflat...
Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26
An extended interview with Goldman Sachs CEO David Solomon on the heels of the bank’s results. Brookings’ Robin Brooks would be long gold an...
the Exchange 10/13/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26
On the fourth anniversary of the bull market, Bespoke’s Paul Hickey digs into the historical data for what comes next. Oil prices back on th...
SpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26
The beaten down names that could benefit from SpaceX’s push deeper into the US telecom market. Energy Aspects’ Amrita Sen on how much oil ac...
Oil Spike, The Technical Take, and Oppormunities 10/8/26
Oil prices higher, despite President Trump asserting the U.S. will not attack Iran again before the midterms. Technician Katie Stockton sees...
Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26
The Vice Chairman of Ariel Investments says investors are being adequately paid to hold bonds for the first time in seven years. Can policym...
Stocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26
What’s in store for the fourth quarter as the S&P and Nasdaq both hit record highs. Parametric’s Nisha Patel makes the case for adding durat...
A New Normal, From Wall Street to Y’all Street, and “Net” Bets 10/5/26
Economist Stephanie Roth argues 5% rates aren’t restrictive. Why companies like Sunoco and Dillard’s have moved their listings to the Texas...
A Jobs Jolt, Mayer’s New Venture, and Can Nike Pick Up the “Pace”? 10/2/26
The economy added fewer jobs than expected in September--we have the first reaction from newly minted Labor Secretary Keith Sonderling, as w...
Under-the-Rader AI Plays, Housing Shift, and Sneaker Softness 10/1/26
Three beaten-down small cap AI names that are ripe for the picking, according to Federated Hermes’ Stephen Denichilo. Is real estate about t...
The Federal Reserve: a Renovation Report, an Inflation Tracker, and a Tale of Espionage 9/30/26
Fresh this hour, the Federal Reserve’s independent watchdog finding no evidence of criminal wrongdoing or of administrative misconduct in it...
Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve
One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by Ch...
OpenAI’s Dev Day and A Shift for College Sports? 9/29/26
All the news from OpenAI’s Developer Day as Sam Altman takes the stage. Plus, the Senate advances a bill that could re-shape the lucrative n...
Nvidia’s Security Push, Consumer Conundrum, and the Diesel Divide 9/28/26
Nvidia launches an AI security platform to contain AI agents. Bank of America says the consumer spending is still growing, but buyers are ge...