The Morning After | Okay, Computer.

Dan Nathan and Guy Adami break down a wild week of macro data and single-stock news heading into the Fed's September meeting. They dig into the surprisingly strong August jobs report and what it means for a Fed already boxed in by political pressure on Kevin Warsh, why the VIX si ...  Show more

Go checkout The Dick & Paul Show on YouTube Dan Nathan interviews Paul Kedrosky about the AI-driven surge in non-residential fixed investment and why today’s data-center buildout resembles prior overbuild cycles like railroads and fiber. Kedrosky argues the current moment is unus ...  Show more

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, November 11th. Timecodes 0:00 - SPX & NDX Levels 14:00 - Dollar, Gold & Bitcoin 18:00 - Crude Oil 19:45 - Big Tech Rotation 24:30 - Home Depot 26:15 - Audience Q&A -- ...  Show more

Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, July 25th. 0:00 - Different This Time? 11:20 - S&P + NASDAQ Technical Levels  24:35 - Rates + Yield Curve Inversion 27:40 - Crude Oil & Gasoline 32:00 - Big Tech Earn ...  Show more

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, December 7th. On today's pod ⤵️ Google & AMD Aim for AI Crown LULU & AVGO Earnings Preview Liz Looks at the Labor Market Timecodes 0:00 - Financial C ...  Show more

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 ...