Tech Firms Paying for Increasing Power Bills? Largest U.S. Nat Gas Producer, AI Eating Software 1/16/26
The White House looking to strike a deal to curb the impact of AI demand on power prices. The CEO of EQT, the largest nat gas producer in the U.S. joins to explain the increase in demand. Then AI is s...
16 Jan 42min
Morgan Stanley & Goldman Sachs Hit New Highs, Former National Security Advisor McMaster, AI Chip Demand Fuels TSMC 1/15/26
Shares of Morgan Stanley and Goldman Sachs hit new highs after reporting results. Barclays lays out which stocks in the space are a buy. Then, former National Security Advisor H.R. McMaster on the new...
15 Jan 43min
Wells Fargo CFO, Plaintiff Layer in Trump Tariff Case, N.D. Sen. Kevin Cramer 1/14/26
The CFO of Wells Fargo joins the show fresh of the earnings call with the stock falling after results. Then a lawyer representing one of the plaintiffs in the supreme court tariff case joins the show ...
14 Jan 42min
Former NEC Director Gary Cohn, Goldman’s Top Earnings Trades, Global Central Bankers Back Powell 1/13/26
Former NEC director Gary Cohn reacts to this morning’s inflation data and concerns over Fed independence. Then Goldman Sachs out with its quarterly list of top earnings trades. A list that has histori...
13 Jan 42min
DOJ Investigation into Fed Chair Powell, Former Fed General Counsel, Trump Calls for Credit Card Rate Cap 1/12/26
Investors react to the DOJ investigation into Fed Chair Jerome Powell over the renovations to the central bank’s headquarters. Former Fed general council Scott Alvarez breaks down what could come next...
12 Jan 43min
Toymaker vs. Trump Tariffs, Institutional Single-Family Homeowner Pushes Back, Meta Inks Nuclear Deal 1/9/26
An Illinois toymaker fights against the Trump administrations tariffs. One of the lead plaintiffs in the Supreme Court case challenging the tariffs’ legality. Then the former CFO of Goldman Sachs is n...
9 Jan 42min
Defense Stocks Surge, Federal Housing Director Bill Pulte, Google to Use Gmail History for New AI Tools 1/8/25
Shares of defense contractors jumping after President Trump says he wants to increase defense spending by 50% to $1.5 trillion in 2027. The President also adding he wants defense companies to cut divi...
8 Jan 42min
Venezuela’s Sanctioned Oil Sales, President Trump Takes Aim at NATO, Alaska’s Record Boeing Purchase 1/7/26
New this morning: CNBC breaking the news that the sales of sanctioned Venezuelan oil to the U.S. will continue indefinitely. Now more details about oil executives meeting at the White House emerging. ...
7 Jan 42min
