Report on OpenAI Revenue Rattles AI Trade, Novartis and Shell CEOs 4/28/26
A new report that says OpenAI has missed some key revenue and user targets hits the AI trade. A look at the sectors and stocks most impacted. Then the CEO of Novartis with a warning about the Trump Ad...
28 Huhti 43min
Bridgewater Founder Ray Dalio, Setup for Tech Earnings, Calls for DHS Funding Grow 4/27/26
Bridgewater Founder Ray Dalio joins the show, laying out why he says Fed Chair nominee Kevin Warsh shouldn’t cut rates, why wealth taxes could be a bubble popper and much more. Then a look ahead to a ...
27 Huhti 42min
DOJ Drops Probe into Fed Chair Powell, OpenAI CFO Sarah Friar, CrowdStrike CEO on AI Cyber Threats 4/24/26
Former General Council for the Fed Board of Governors, Scott Alverez, reacts to the breaking news the DOJ is dropping its criminal probe into Fed Chair Jerome Powell, potentially paving the way for th...
24 Huhti 45min
Software Tumbles, Chips Jump, Data Center Opportunity with CBRE CEO, Pinnacle Financial CEO on Consumer 4/23/26
Shares of IBM and ServiceNow drop while Texas Instruments surges on the back on earnings. A look at the dispersion in the tech trade. Then the CEO of CBRE on the opportunity in data centers. And the C...
23 Huhti 43min
GE Vernona & AI Demand, Philip Morris CEO, SpaceX’s AI Strategy 4/22/26
CNBC speaking with the CEO of GE Vernova as that stock surges on the back of earnings. How AI is generating massive demand for that business. Then the CEO of Philip Morris on the company’s smokeless p...
22 Huhti 43min
Fed Chair Nominee Kevin Warsh’s Confirmation Hearing 4/21/26
President Trump’s nominee for Fed Chair, Kevin Warsh, takes questions from members of the Senate Banking Committee during his confirmation hearing. Hosted by Simplecast, an AdsWizz company. See pcm.ad...
21 Huhti 1h
Iran Ceasefire “Highly Unlikely” to be Extended, QXO CEO on $17B Deal, Early Anthropic Investor 4/20/26
A look at the impact for the energy and equity markets with the President saying an extension of the current ceasefire is unlikely to be extended. Then QXO CEO Brad Jacobs on the company’s $17B deal f...
20 Huhti 42min
Stocks Rip, Oil Dips, Strait of Hormuz Opening Remains on Edge, Cerebras Plans Public Debut, Netflix Results 4/17/26
Stocks surge and oil drops as investors react to news about a reopening of the Strait of Hormuz during an Israel/Lebanon ceasefire. But IRGC affiliated media says Iranian armed forces will oversee shi...
17 Huhti 43min
