The Fed Decision: Markets, Politics, and Housing 9/17/25

The Fed Decision: Markets, Politics, and Hous...

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Not Hot on Nvidia, Public Offering Parade & Hundred-Point Hike? 5/20/26

Nvidia reports after the bell, but our portfolio manager sees better opportunities in semis. Wall Street readying for both SpaceX and OpenAI to file for IPOs this week. Plus, why the Fed may have to hike rates by at least 100 basis points. Hosted by Simplecast, an AdsWizz company ...  Show more

The Global Bond Rout, The Solo Sell on Nvidia, and Google’s New AI Agent 5/19/26

Yields soaring around the world as bond vigilantes try to force a Fed hike ahead of Kevin Warsh’s installation as Fed Chair. The street’s only analyst with a ‘sell’ rating on Nvidia lays out his bear case ahead of earnings. Plus, Google unveils Gemini Spark at its annual develope ...  Show more

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Semi Stocks Diverge… And Jobs Report Impact On The Fed 9/5/25
CNBC's "Fast Money"

Nvidia and Broadcom heading in opposite directions, as stocks wrap up the first week of September trading. What the chip stock divergence means for the broader tech trade, and if the jumps and drops will continue. Plus payrolls coming in lighter-than-expected in August, furthe ...

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SOTS 2nd Hour: Prepping For The Fed, Google’s Biggest Acquisition EVER, and Time To Look Overseas? 3/18/25
Squawk on the Street

Stocks kicking off the morning in the red – David Faber, Michael Santoli, and Sara Eisen broke down the latest on the Fed front and where rates could be headed tomorrow. Why T. Rowe Price CIO Sébastien Page says to bet on international equities here over the SPX – plus, what C ...

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Markets Rebound After Monday’s Drop… And Netflix Streams Higher 4/22/25
CNBC's "Fast Money"

Stocks ripping on Wall Street, as markets bounce back after Monday’s sell-off. The sectors seeing the biggest jumps, and how Tesla results are moving the stock. Plus Netflix shrugging off this year’s tariff concerns, jumping nearly 20% as the s&p 500 heads in the other directi ...

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Instant Reaction: Will the Fed Cut Quicker After This Selloff?
Bloomberg Businessweek

Global stock markets tumbled as concerns about a US economic slowdown intensified. Traders ramped up bets that the Federal Reserve will step in with an emergency interest rate cut. For instant reaction to this selloff, and how Fed officials will respond, Bloomberg's Nathan Hager ...  Show more