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
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 Apr 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 Apr 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 Apr 43min
Israel/Lebanon Ceasefire, Charles Schwab CEO, Pentagon’s New AI Partner 4/16/26
Breaking this hour: President Trump says Israel and Lebanon will begin a 10-day ceasefire today at 5pm ET. Then, the CEO of Charles Schwab with his first reaction to results. The company also announci...
16 Apr 43min
Software Bounces Back, Meta’s Broadcom Deal, UK’s Growth Warning 4/15/26
What’s behind the rebound in many software names this week? Jefferies’ Brent Thill breaks down some potential drivers. Then What Meta’s deal with Broadcom signals about Mark Zuckerberg’s larger AI amb...
15 Apr 43min
Wells Fargo CFO on Earnings, Carlyle CEO on Private Credit, Boeing Orders and Deliveries 4/14/26
The CFO of Wells Fargo in his first interview after reporting results. Why the company decided to break out its exposure to private credit. Then the CEO of Carlyle on whether he thinks the private cre...
14 Apr 43min
