Investors vs. Inflation

Investors vs. Inflation

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Who in Big Tech Is Ready for Agentic AI?

Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and why Oracle is growing and taking a big risk in its buildout. Travis Hoium, Lou ...  Show more

Exciting (But Crowded) Opportunities

A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - What space investments look exciting - Areas of the sector that are overcrowded - Why they are cautiou ...  Show more

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Inflation Data and Walmart Spark a Market Rally, Tech Surges and Berkshire's Munger Blasts Crypto ... Again. 11/15/22
Squawk on the Street

Carl Quintanilla, David Faber and Mike Santoli began the show with wholesale inflation data that helped to spark a market rally: The Producer Price Index for October came in tamer than expected, unchanged from the previous month when you strip out food and energy. As for retail e ...  Show more

Fedspeak Effect on Markets, Retail and Tech Earnings Reaction, Tesla Stock Popularity 3/3/23
Squawk on the Street

David Faber, Scott Wapner and Mike Santoli discussed the impact Fedspeak on interest rates is having on the markets - with the 10-year note yield hovering around four percent and the S&P 500 poised to snap a three-week losing streak. Is the stock market appropriately priced? T ...

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Market Slumps After Historic Rebound and Earnings Season Heats Up – Interviews with the CEOs of GE and Raytheon Technologies.
Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber delved into another volatile day for the markets. Stocks tumble one day after an amazing turnaround for the major indices, which finished Monday’s session in the green after the Dow erased a 1,000+ point loss and the Nasdaq recovered f ...  Show more

Prof G Markets: Inflation, Interest Rates, Twitter, and AckSPAC
The Prof G Pod with Scott Galloway

This week on Prof G Markets, Scott reads the tea leaves of the latest inflation and interest data, takes the market’s temperature on the latest twist to the Elon Musk-Twitter saga, and looks into the future of the SPAC.  Inflation, Interest Rates, and Bond Yields US inflation ris ...  Show more