Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26

Dotcom Do-Over?, Nadella Takes the Stand, and...

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The Exchange 5/15/26

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Cerebras Opens for Trading, A Midterm Misstep, and Crypto Clarity 5/14/26

The Exchange, along with a little help from two surprise guests, takes a deep dive into the blockbuster Cerebras IPO as shares start trading at the top of the hour. President Trump was “fawning over the Chinese Communist Party”, according to AEI’s Derek Scissors, and that could g ...  Afficher plus

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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 ...  Afficher plus