Deep Dive: CoreWeave and Nebius Are Roaring B...

Gil Luria, Head of Technology Research at D.A. Davidson, joins The Rundown to break down some of the biggest questions facing the AI trade. Gil explains why Jensen Huang is using Nvidia’s financial firepower to keep the AI infrastructure buildout moving, and why financing custome ...  Show more

In today’s episode, Zaid covers:OpenAI's revenue doubles to $40 billion right as top executives head for the exits ahead of a IPONintendo shares jumping after Pokémon Pokopia sold more than 5 million copies in just over four monthsReddit joining the S&P 500, while Applied Materia ...  Show more

Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, May 8th. On today's pod... New S&P Highs Ahead? Higher for Longer Impact on Stocks Uber & Shop Disaster Dujour FactSet’s Earnings Insight Subscribe to our news ...  Show more

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ...  Show more

Justin Nielsen and Mike Webster analyze Friday’s market action and discuss key stocks to watch on Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, May 25th - NVDA Soars to a Record QCOM SMH - Liz on Narrow Leadership - MSFT GOOGL - Carter Worth SPY vs RSP - Crude OIH XLE BTU MRKT Call is brought to ...  Show more