Treasury intervention sparks rate relief... And Moderna’s cancer moonshot 8/19/26
Yields and the dollar moving sharply lower after the U.S. Treasury pledged to step up debt buybacks. The traders debate whether the move just gave stocks the all-clear. Then, Mizuho’s Jared Holz react...
19 Elo 43min
Rates surge around the globe... And sell the strength in energy stocks? 8/18/26
Global yields hit multi-decade highs, putting renewed pressure on stocks. The traders chat with CNBC’s Rick Santelli about the backup in rates, while RBC’s Lori Calvasina makes sense of the overall ma...
18 Elo 43min
Memory makes a comeback... And can gold reclaim $5k an ounce? 8/17/26
Storage stocks lead the semi rally as Trump administration officials look to steer Apple away from Chinese chips. The traders debate the health of the AI trade amid new commentary from leaders of Open...
17 Elo 43min
Key week for retail on deck... And the next test for housing stocks 8/14/26
With the bulk of earnings season in the rearview, the attention shifts next week to reports from retail giants including Target, Walmart and Home Depot. The traders give their picks for the best-posit...
14 Elo 43min
Record national debt as stocks keep climbing…and retail investor playbook 8/13/26
The national debt topping 40 trillion as stocks keep setting new records.The traders debate if the disconnect is too big to ignore. Then, MooMoo U.S. CEO Neil McDonald shares the latest read from the ...
13 Elo 43min
AI stocks back in the spotlight... And a bold call for three rate hikes this year 8/12/26
The traders debate what’s driving strength in the AI trade today, as stocks like CoreWeave, Nebius and Super Micro all surge double digits. We also get a fresh read on the AI buildout, with Cisco repo...
12 Elo 43min
“Big Short” investor’s AI warning... And a key inflation report on deck 8/11/26
Investor Steve Eisman of “Big Short” fame delivers an AI bubble warning, coming on the heels of Nvidia’s $500 billion financing deal with top firms on Wall Street. The traders make sense of the mega-d...
11 Elo 43min
A $500 billion AI mega-deal... and whether Wall Street is getting Kevin Warsh all wrong 8/10/26
The traders react to Nvidia's milestone AI partnership with top financial institutions totaling half a trillion dollars. What CEOs from all the companies involved had to say about the deal in a CNBC r...
10 Elo 43min
