Market Rotation Amidst Weak Jobs Report… And Exclusive Interview with President Trump 7/2/26

Market Rotation Amidst Weak Jobs Report… And ...

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Dow Touches Fresh Record To Start 2nd Half… And A Big Bull Case On Strategy 7/1/26

Stocks kicking off the second half in the red after the Dow touched a fresh record high in the session. Why tomorrow’s June jobs report could mean good news for the economy, but bad news for markets as investors await the Fed’s next rate decision. Then, Strategy sees big gains af ...  Show more

The Best First Half Ever for Semis… And Nike Report Results 6/30/26

The first half of the year ends with chips and semiconductors soaring and software sinking. How the Magnificent 7 can stay afloat after the major software losses, and if gains in the chip and semi space will continue in the second half. Then, Neuberger senior research analyst Kev ...  Show more

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Musk Mulls Next Move as Stocks Swing Again
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Tesla Inc.’s stock extended losses Monday, dropping below a price at which Commerce Secretary Howard Lutnick predicted they’d never fall to again.The shares plunged as much as 9.2% to $217.41 as of 9:41 a.m. in ...  Show more

Supply Chain Crunch Impact on Earnings, Intel Slumps, Snap Tumbles on "Apple Effect," the "Trump SPAC" Skyrockets -- and a New Record High for the S&P 500
Squawk on the Street

Carl Quintanilla, Morgan Brennan and Mike Santoli focused on a barrage of earnings reports in which the supply chain crunch played a big role in quarterly results. Intel shares took a big hit after the chipmaker warned of lower profit margins and missed on quarterly revenue in wa ...  Show more

Alibaba Sinks On China Investigation, The Push For $2,000 Stimulus Checks, And Pre-Christmas Winners And Losers
Squawk on the Street

Carl Quintanilla, Jon Fortt and Leslie Picker led off with the big story of the morning: Alibaba shares tumbling on news that the e-commerce giant founded by Jack Ma is the target of a newly launched antitrust investigation by the Chinese government.

They also discussed ...

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Travel Stocks Down on Omicron But the S&P 500 Sets a New All-Time High, the Holiday Retail Sales Boost and Big Tech vs. Regulation in 2022.
Squawk on the Street

On the first trading day after Christmas, Carl Quintanilla, Scott Wapner and Kayla Tausche discussed why the S&P 500 hit a new record high despite the omicron outbreak, while travel stocks are taking a hit in wake of flight cancellations and the increase in COVID cases on cruise ...  Show more