The Moment of Truth for Mega Cap Tech 1/29/25

Scott Wapner and the Investment Committee debate their positions ahead of a major week for the market. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Monster Beverage and Coca-Cola in his "Best Stocks in the Market." Investment Committee Disclosures Ho ...  Show more

Scott Wapner and the Investment Committee debates whether we are in Wall Street's most exciting era as BlackRock's Rick Rieder says we are. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights SharkNinja in his "Best Stocks in the Market." Investme ...  Show more

Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting on an Nvidia rival. (5:53) Show Notes Six of seven bubble conditions have been met Earnings calendar Dividend roundup Episode trans ...  Show more

Carl Quintanilla, Deirdre Bosa and David Faber discussed the latest headlines surrounding the Magnificent 7 names – ahead of results out of Alphabet, Meta, Amazon, Apple, and Microsoft. Also in focus: the latest on the elections front, including CNBC’s proprietary data around ...

Wall Street is awaiting Microsoft’s big earnings report due out after the bell. And there are lots of issues at play, from layoffs to investments in AI. We’re also waiting to hear from the Dept. of Justice on an antitrust announcement. We’ll break it all down, and bring you the ...  Show more

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 ...