What big tech's earnings can tell us about AI, rates and future volatility

What big tech's earnings can tell us about AI...

Up next

Why US Equity Returns Are Broadening Beyond AI Stocks

While artificial intelligence (AI) has been a key driver of US stocks, a wider range of sectors is starting to power the S&P 500, says Shawn Tuteja, head of ETF and Custom Basket Volatility Trading in Goldman Sachs FICC and Equities, on The Markets podcast. Tuteja also discusses ...  Show more

How Inflation and Fiscal Policy Are Driving US Treasury Markets

With a month to go until the Federal Reserve’s next rate decision, inflation is increasingly in focus for the US bond market, says Mike Mitchell, head of US Treasury and Inflation Trading in Goldman Sachs Global Banking & Markets. He explains why recent inflation data suggests th ...  Show more

Recommended Episodes

MM122: BIG tech earnings & yield curve control explained?
Market Maker

A BIG week for global markets, from tech earnings to central bank decisions, get the full low down.


On the trading floor this week, Anthony and Piers discuss:


<ul><li>Meta makes a comeback, Google excels on advertising spend and Microsoft posts tepid nu ...  Show more

Big Tech – Big Profits, Busiest Week of Earnings Season Wraps Up, Questioning Kodak
Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber breakdown the blowout results from big tech. Apple posting a blowout third quarter, sales were up 11%, the tech giant also announcing a 4-for-1 stock split. Plus, hear what Apple CEO Tim Cook told Cramer. Amazon sales soaring, troun ...

  Show more

Monster week ahead for earnings - Plus, Tesla stock hits the skids 4/21/23
CNBC's "Fast Money"

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

Big Tech On Deck, A Transports Warning… And Foreign Money At Risk 4/28/25
CNBC's "Fast Money"

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