SOTS 2nd Hour: The State of 'Truflation', AI Private Credit Check, & Is Software Oversold Here? 2/12/26

SOTS 2nd Hour: The State of 'Truflation', AI ...

CNBCCNBC

Up next

SOTS 2nd Hour: Roku & Airbnb CEOs Talk Earnings, Today's Movers To Know, and Navarro's Tariff Update 2/13/26

Carl Quintanilla, Courtney Reagan, and Michael Santoli capped off a big week of volatility and earnings with a panel of market veterans: Moody's Mark Zandi and former Leuthold Group CIO Jim Paulsen, before a deep-dive into 2 of the morning's biggest reports - Airbnb & Roku, with ...  Show more

 . 42min 17sec
Inflation Watch, AI Fears, the Tech Sell-Off and Beyond 2/13/26

Carl Quintanilla, Scott Wapner and Michael Santoli led off the show with market reaction to January CPI: Consumer inflation was tamer-than-expected. The anchors drilled down on the stocks and sectors impacted by AI fears. In the mix after Thursday's tech sell-off: Weakness in sha ...  Show more

 . 43min 12sec

Recommended Episodes

Starbucks Ousts CEO and Taps Chipotle’s Brian Niccol as Boss
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Consumer Reporter Deena Shanker and Bloomberg Intelligence Senior Credit Analyst Jody Lurie discuss Starbucks ousting its chief executive officer and picking Chipotle Mexican Grill’s Brian Niccol ...  Show more

 . 39min 10sec
The Swing-State Economic Realities, Pagaya CEO
Bloomberg Businessweek

 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Senior Economics Writer Shawn Donnan and Bloomberg Economics US Economist Stuart Paul on their Big Take story: The Swing-State Economics Realities Shaping the US Election.  Bloomberg News US Sem ...  Show more

 . 39min 10sec
Apple’s AI Upgrades to Miss Initial Launch of iOS 18 Overhaul
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Chief Technology Correspondent Mark Gurman discusses Apple’s upcoming artificial intelligence features arriving later than anticipated, missing the initial launch of its upcoming iPhone and iPad ...  Show more

 . 44min 46sec
🦶“WeCrashed: Part II” — Adam Neumann’s WeWork offer. 49ers’ Silicon Valley playbook. FTX’s full refund.
The Best One Yet

The 49ers are in the Super Bowl again thanks to one data-driven strategy — But this isn’t a football story, it’s a business story (and it’s inspired by the artist Renoir).WeWork’s ex Adam Neumann just tried to buy-back WeWork — He’s either pulling a Steve Jobs… or he’s pulling a ...  Show more

 . 18min 42sec