11AM Hour: The Case for a Rate Hike, CEOs of Mondelēz and Teva on Earnings 7/29/26

11AM Hour: The Case for a Rate Hike, CEOs of ...

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10AM Hour: Leopold Aschenbrenner’s Hedge Fund Situational Awareness Sells All Public Positions, Jersey Mike’s CEO on IPO, Meta & Microsoft Earnings Reaction 7/30/26

David Faber reports that one of AI’s most closely watched voices, Leopold Aschenbrenner’s hedge fund Situational Awareness, has sold its entire portfolio of public investments. We examine what the move could signal for AI investors. Plus, Jersey Mike’s CEO joins along with Danny ...  Show more

9am Hour: Microsoft Soars, Meta Tumbles, Starbucks and Arm CEOs 7/30/26

One day after the sell-off sparked by Fed Chairman Warsh's comments at his post-Fed rate decision news conference, Carl Quintanilla, Jim Cramer and David Faber explored mega-tech earnings and the AI trade: Microsoft shares soared and Meta shares tumbled in reaction to their respe ...  Show more

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