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  1. Memory’s Next Move, Google’s Fork in the Road, Countdown to July Jobs Report 8/6/26

    Sandisk and Western Digital drop following results. We look at how position within the memory trade. Plus, Alphabet has to make a tough decision between AI talent and cloud computing dominance. And we’re counting down to tomorrow’s jobs rep

  2. SpaceX Sinks, AI’s Bad Behavior, 3 Rate Hikes this year? 8/5/26

    One of Wall Street’s first SpaceX bears joins us on the heels of the company’s debut quarterly results. Anthropic’s Mythos makes headlines for its bad behavior. And two prominent voices in the business world see a path toward 3 rate hikes t

  3. Market Rally, Oil Slips, C-Shaped Economy 8/4/26

    Another batch of strong earnings powering the Dow and S&P 500 to record highs. Oil prices fall after Treasury Secretary Bessent told CNBC we may have a deal “today or tomorrow” on the Strait of Hormuz. And our panel debates whether we’re in

  4. Torque in Tech, Macro Shifts, and Earnings Exchange 8/3/26

    Evolution in the AI trade. A rise in long-term global bond yields. And the key names to watch this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for

  5. The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26

    The bullish case for the AI capex spenders, rather than the receivers. Cybersecurity expert Ivan Tsarynny’s AI warning after Anthropic discloses three of its models breached their testing environments. Plus, Brookings’ Robin Brooks on how t

  6. Regaining Momentum, Fed Up, and the Next Phase of the Iran War 7/30/26

    Semis on the upswing after a rough couple of sessions, but should investors trust the bounce in the momentum trade after what BTIG calls the largest/fastest crash in modern history? JPMorgan’s Michael Feroli slides his rate hike timeline fr

  7. Countdown to the Fed Decision 7/29/26

    Kelly Evans and Brian Sullivan go to Washington, DC to sit down with leaders from the White House to the C-Suite ahead of the Federal Reserve’s interest rate decision. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com fo

  8. Zelenskyy and Netanyahu in DC, A Memory Shift, and a Stealth AI MVP? 7/28/26

    Ukrainian President Zelenskyy and Israeli Prime Minister meeting separately with President Trump at the White House as the wars in Iran and Ukraine become more entwined. Susquehanna’s Mehdi Hosseini says memory prices are nearing a ceiling,

  9. Big Tech’s Big Week, Time for Some A.I.R (AI regulators), and a China Chip Debut 7/27/26

    Four of the Mag 7—Apple, Amazon, Meta, and Microsoft—report this week, our experts get you ready. Former Nasdaq CEO Bob Greifeld makes the case for AI regulation sooner than later, and draws a page from the SEC’s playbook. Plus, China’s mos

  10. Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26

    Intel’s massive quarter not enough to boost chip stocks. AI spending concerns cropping up in both the equity and the credit markets--and that could be good for Apple. Plus, the bullish options action ahead of the busiest week of this earnin

  11. Tech Trashed and Rising Risks 7/23/26

    Tech under pressure as oil prices climb and yields touch multi-year highs, on top of Alphabet hiking capex for the second quarter in a row, adding to AI spending concerns. And there could be more pain ahead, at least in the short-term, acco

  12. John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26

    In his first CNBC appearance in nearly two years, billionaire John Paulson, alongside NovaGold Chairman Thomas Kaplan, reveals why he’s staying focused on gold. Capex the main focus of Alphabet’s Q2 earnings, and one analyst expects it to t

  13. No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26

    Bank of America reminds investors that “open source” AI models don’t mean “free,” and that concerns about memory stocks are overblown. With $77 billion in AI related-debt raised in June, should investors prepare for another credit boom/bust

  14. Big Tech on Deck, Congress’ Midterm To-Do List, and Cyclospora Outbreak 7/20/26

    Alphabet, Intel and ServiceNow report this week. There are fewer than 20 legislative days until the midterm elections and Pimco’s Libby Cantrill says Congress has a lot of work to do. Plus, a two-time former FDA commissioner on the cyclospo

  15. China’s New AI Model, Tap-to-Pay Troubles, and Underdog Plays the Field 7/17/26

    A new Chinese AI model reportedly narrows the gap between OpenAI and Anthropic. A CNBC investigation reveals how criminals are using tap-to-pay technology to commit fraud. Plus, the CEO of Underdog, America’s fastest growing daily fantasy s

  16. Nibbling at Nvidia, Building Backlash, and Korea’s Volatility Curb 7/16/26

    Nvidia is finally derisked enough to buy, according to GMO’s Tom Hancock. New York becomes the first state to pass anti-data center development legislation. Plus, the steps South Korea plans to take to calm the Kospi’s wild swings. Hosted b

  17. The Exchange 7/15/26

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertis

  18. Kevin Warsh Testifies, IBM’s Warning, and the Incredible Shrinking AI Model 7/14/26

    Fed chair Kevin Warsh says inflation is a choice in his first Monetary Policy Report testimony on Capitol Hill. IBM shares have their worst day since October 1987 after the company pre-announces disappointing Q2 earnings, with CEO Arvind Kr

  19. Oil Climbs on Hormuz Tensions, Apple’s OpenAI Lawsuit, and Earnings Season Eve 7/13/26

    Crude prices surge as President Trump says the US is ‘reinstating’ a Strait of Hormuz blockade. Apple sues OpenAI, alleging intellectual property theft, but The Verge’s Nilay Patel questions if trade secrets even exist when it comes to AI.

  20. SK Hynix's US Debut, Bring Back the Blockade, and a Water Break Boost 7/10/26

    SK Hynix shares pop in their first day of Nasdaq trading, but Susquehanna is staying cautious. Brookings' Robin Brooks makes the argument for implementing another, stricter blockade of Iran oil. Plus, hoe World Cup hydration breaks could gi

  21. ‘ROC’-ing the AI Trade, JetBlue Founder on Airlines, and a Chips Pair Trade 7/9/26

    The trade for investors concerned about AI capex. Aviation entrepreneur David Neeleman on the airline industry. Plus, the chip stocks Carter Worth calls so bad, they’re good. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz

  22. Trump's Meeting with Zelensky, The Chips Trade 7/8/26

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertis

  23. Bulls on Course, Valley of the Deals, and CNBC Investigates 7/7/26

    Why the bull market should last at least another five months. Tech and media executive Tom Rogers’ surprising potential deal target as the Allen & Co. Conference kicks off in Sun Valley, Idaho. Plus, CNBC investigates the Chinese tech in Am

  24. Rotation Nation, AI in the Classroom, and Betting’s Soccer Boost 7/6/26

    With tech proving volatile, investors are putting their money to work in other sectors. Sal Khan, CEO of Khan Academy, reveals how much computer time kids should have per week to be successful. Plus, the beautiful game drives prediction mar

  25. Bringing Back the Barbell, OpenAI’s Government Proposal, and Winter is Ending 7/2/26

    Citi moving to market weight on tech in the third quarter and returning to barbell positioning with large growth and small value. Big Technology’s Alex Kantrowitz calls OpenAI’s reported suggestion the government take a 5% stake in the star

  26. A More Opaque Fed, AI’s Strange Bedfellows, and “Less Screaming. More Streaming!” 7/1/26

    Fed Chairman Kevin Warsh saying he’d rather have a “good family fight” with his FOMC colleagues at the next rate decision meeting than give forward guidance. Journalist and author Sebastian Mallaby weighs in on what’s holding OpenAI back, h

  27. Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26

    Piper Sandler’s Michael Kantrowitz sees a two-handle for CPI inflation by year-end, which will put the Fed hawks on pause. Will M&A drive the next leg of the bull market? Plus, a record-setting NYC real estate agent on what’s next for luxur

  28. Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26

    Comcast touching off merger speculation after announcing it will separate NBCUniversal and Sky, its European media arm, from its broadband business. A new report warning the AI spending spree risks ending in a damaging, lengthy investment b

  29. OpenAI Unveils GPT 5.6 Models, The Bearish Case for Micron 6/26/26

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertis

  30. CNBC @ Cboe: Live from Chicago 6/25/26

    Kelly Evans and Brian Sullivan are live for a special 2-hour broadcast from the Cboe’s iconic trading floor in Chicago with Chicago Fed President Austan Goolsbee, Ariel's John Rogers, Cboe CEO Craig Donohue, Northern Trust CEO Mike O'Grady,

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