NVIDIA Fallout and AI Trade Rotation

November 11, 2026; 12pm: Scott Wapner and the committee debate hot CPI, rising yields, NVIDIA’s selloff and leadership overhang, plus Anthropic’s IPO plans and what the AI trade means for Microsoft, Broadcom, Amazon and software stocks. The key takeaway: investors are separating ...  Show more

Scott Wapner and the Investment Committee discuss the latest on the tech trade as it tries to rebound. The experts detail their latest portfolio moves. Mike Santoli reacts to the latest market moves. Oliver Renick reports Options Action.Investment Committee Disclosures Hosted by ...  Show more

Please join Moe & Javaid as they navigate the turbulent waters of the markets just one week before the general election. In this episode, they'll explore how the upcoming election could introduce unexpected twists and turns for investors. With historical trends suggesting that ma ...  Show more

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and pos ...  Show more

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of certain stocks going parabolic. Jim offered words of wisdom when it comes to searching for the next Nvidia.  

The Trump transition in the spotlight: The President-elect reportedly floated the idea of ...