Artemis II Astronauts Land at NYSE, Big Oil Reports, Apple’s Demand Picture 5/1/26
The NASA astronauts from the Artemis II mission join the show from the floor of the New York Stock Exchange, discussing data centers in space, Elon Musk’s impact on the industry and much more. Then ea...
1 Mai 43min
Qualcomm & JLL CEOs on Earnings, Meta Shares Plunge, Gas Prices Hit New Highs 4/30/26
The CEO of Qualcomm joins the show with the stock surging after results. The company saying it has a new mystery hyperscalers customer which it will reveal in the coming months. Plus, the CEO of comme...
30 Apr 40min
Memory Stocks Surge, Early xAI & SpaceX Investor Peter Diamandis, Teva Pharma CEO 4/29/26
What does the surge in memory stocks signal about the broader AI trade? A look at those moves, ahead of four Mag 7 earnings reports tonight. Then early SpaceX and xAI investor Peter Diamandis on Elon ...
29 Apr 43min
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 Apr 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 Apr 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 Apr 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 Apr 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 Apr 43min
