#growth 102 transcripts
Meta moves to distance Manus from China links following acquisition 2m 14s
We have backlog of unicorns valued at $3.9 trillion 'ripe to go public', says Alumni Ventures' Rippy 6m 19s
Jim Cramer talks the benefits of long-term investing 1m 32s
We're positioned positively for 2026, says Bespoke Investment's Hickey 4m 31s
Trump has negotiated better U.S. trade deals but tariffs do worry me, says Stephen Moore 4m 22s
If markets can get through January bumps, it looks like positive 2026: Wharton's Siegel 4m 56s
2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter 3m 29s
GDP surprise, AI-driven growth ahead: Silvercrest’s Robert Teeter 4m 2s
Strategy shifts into defense mode as it bulks up a $2 billion cash reserve 2m 29s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
Strong earnings growth will continue for banks in 2026, says KBW's Christopher McGratty 4m 29s
Market breadth gives us more confidence for 2026 performance, says US Bank's Tom Hainlin 3m 53s
IPOs will have a good year in 2026 with rate cuts and private company backlog: Saga Ventures' Nguyen 4m 55s
Next year's box office will be the biggest since the pandemic, says Comscore's Paul Dergarabedian 5m 11s
Oracle’s success will be directly tied to OpenAI’s financial strength, says Jefferies’ Brent Thill 4m 32s
Growth forecasts continue to be moderate if not better than that, says Stanford's Jared Bernstein 4m 50s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
AI story is no longer an equity story, says Apollo Global’s Torsten Slok 2m 36s
RBC's Gerard Cassidy talks Big Banks hitting record highs 4m 26s
At least two more Fed cuts likely in 2026, says Moody's Mark Zandi 5m 30s
Deutsche Bank’s Brett Ryan on the disconnect between U.S. jobs data and GDP 4m 33s
Expect the bull market to continue in 2026, albeit with much more volatility, says Kevin Mahn 5m 52s
Banks beat Mag 7 as rates and dealmaking lift profits: RBC’s Gerard Cassidy 5m 34s
Opening Bell: December 24, 2025 1m 1s
Jan Kniffen explains why he's a big fan of Dick’s Sporting Goods 4m 35s
Consumers clearly seeking discounts and promotions, says Neuberger Berman's San Marco 5m 2s
Everything at Nike isn't fixed but North America business is good, says Guggenheim's Siegel 5m 7s
Could see bigger bank mergers in first half of 2026, says UBS' Erika Najarian 5m 53s
Economy is currently supercharging the productivity story, says Jefferies' David Zervos 4m 17s
Industrial production increased in November 1m 15s
This is a stock pickers market, don't abandon tech, says Capital Wealth's Kevin Simpson 3m 37s
Novo Nordisk is still worried about revenue growth next year despite obesity pill: BMO's Seigerman 4m 22s
Launch of Wegovy pill is core to Novo Nordisk's growth, says Guggenheim's Seamus Fernandez 3m 51s
Treasury Official Joe Lavorgna talks robust Q3 GDP numbers 4m 50s
Jim Beam halts production at flagship distillery for 2026 amid whiskey market slump 2m 2s
Baird's Colin Sebastian on Meta: Margins, investments are concerns but look further ahead 3m 43s
Takeovers, acquisitions will be extraordinary force for the bulls in 2026: Jim Cramer 1m 54s
Treasury yields rise on robust GDP growth 2m 3s
No recession ahead, strong breadth supports continued gains: Carson Group’s Detrick 5m 8s
The bulls would feel better if the 10-year fell below 4% and stayed there: Jim Cramer 2m 31s
There's certainly a lot of bifurcation going on in consumer spending, says Visa's Michael Brown 3m 23s
Jobs are harder to get and fewer are planning to buy homes or cars, says The Conference Board CEO 4m 12s
Talk of the Tape: Road ahead for the bull market 3m 57s
JPMorgan's Steve Tusa talks industrials outlook for 2026 5m 30s
Markets must hit 14% earnings growth forecast in 2026, says Jim Cramer 6m 51s
Researcher Ed Yardeni shares his case for the 'roaring 2020s' 4m 24s
ServiceNow CEO Bill McDermott on buying cybersecurity startup Armis for $7.75 billion 3m 31s
Reindustrialization fuels multi-year growth beyond tech: Thompson Research CEO 5m 12s
Tim Seymour talks his 2026 'MIGA' play 2m 18s
Tim Seymour: Copper markets have a deficit dynamic with really tight supply 4m 36s
Expect markets to do well going into 2026, especially growth trade: BMO's Schleif 3m 36s
Trade Tracker: Joe Terranova sells the CBOE 3m 32s
Assortment and activation are driving demand in retail, says Dana Telsey 3m 53s
Dan Ives stays bullish on Microsoft amid AI and mega-cap tech worries 4m 29s
Expect double-digit EPS growth in 2026, says Hightower's Stephanie Link 4m 38s
Japan's economy is normalizing, says Neuberger's Okamura 4m 4s
Loop Capital's Chukumba on Ollie's rating upgrade: Will keep benefitting from Big Lots bankruptcy 2m 12s
Setup for small cap earnings growth in 2026 looks stronger, says market strategist 3m 16s
'I don't think there's any hurry,' says former Dallas Fed President Fisher on rate decision 4m 59s
Public market investors are missing out on some of the growth of private companies: ACME's Hany Nada 4m 55s
Favorable AI market still has 2-3 years, says Deepwater's Gene Munster 5m 7s
Why KBW's McGratty says Citi will be the top Big Bank performer of 2026 4m 37s
2026 a 'unicorn' year for investors and consumers will be in control: Innovator Capital's Urbanowicz 4m 9s
Paychex CEO: We see challenges in the small-end of the market 1m 36s
Lightning Round: Don't get involved in any 'year of magical investing' stock: Jim Cramer 4m 36s
FedEx is the heartbeat of the industrial economy, says CEO Raj Subramaniam 1m 38s
Consumption growth will be biggest question for consumer goods companies, says BofA's Peter Galbo 3m 57s
LLMs will be stressed by enterprise systems, says Wedbush's Sherlund 5m 40s
Big dynamics in markets are still favorable for risk, says Goldman's Tony Pasquariello 4m 0s
Apple faces risk from memory cost spike in 2026: MoffettNathanson's Moffett 4m 34s
This year's biotech laggards primed for 2026 recovery, says Goldman Sachs' Richter 3m 36s
North America was really good for Nike despite weak China sales, says Guggenheim's Simeon Siegel 3m 59s
Simpson: Micron’s earnings were impossible to ignore, with demand exceeding supply 4m 2s
I'd be a buyer of Nike on a day like today, says Neuberger Berman's Kevin McCarthy 4m 55s
Final Trade: AMZN, BABA, GS, GM 1m 4s
Staying away from Nike as it remains in price discovery mode, says KKM Financial's Jeff Kilburg 4m 44s
It's going to be an uphill battle to convince the fed to cut rates: Apollo Global’s Torsten Slok 4m 5s
Fed setup is for accommodative bias into 2026, says Citi's Scott Chronert 2m 48s
AI trade is back on given magnitude of upside at Micron, says Silvant Capital's Sansoterra 3m 21s
Underlying market trend still deserves 'benefit of the doubt', says Truist's Keith Lerner 3m 42s
Pace of inflation is moderating, but speed is key question: Vanguard's Patterson 4m 22s
Final Trades: Intuitive Surgical, Dick’s Sporting Goods and Toast Inc 34s
Medline's IPO was the largest we've seen in over four years, says Jim Cramer 1m 42s
Accenture CEO Julie Sweet: We delivered an 'incredible' Q1, our biggest-ever in new business 2m 27s
BermudAir expands with AnguillAir for direct service to Anguilla with no middle seats 2m 21s
Cramer’s Stop Trading: PayPal 1m 4s
Market is broadening out so expect to see new highs before year end: Carson Group's Detrick 3m 49s
CPI data will leave Fed in a cutting bias, says Vanguard's Joe Davis 4m 52s
There is a base case of positive returns for 2026, says Edward Jones’ Mona Mahajan 2m 22s
FedEx shares pop on Q2 results 2m 52s
'Fast Money' traders react to Nike earnings 3m 37s
Blackstone CEO recollects company journey on 40-year anniversary 4m 44s
Opening Bell: December 18, 2025 1m 7s
Oil market is significantly oversupplied, says CIBC's Rebecca Babin 5m 20s
Labor market is telling us we should continue cutting rates, says Fed Governor Chris Waller 4m 44s
Truist's David Smith on the bull case for Robinhood 2m 52s
'This is a huge opportunity' to fuel reactors sooner and faster, says Oklo's CEO 3m 49s
'Fast Money' traders talk the pullback in the tech sector 4m 41s
Markets will have a good year but still lots of angst in markets, says RBC's Lori Calvasina 5m 18s
Why Interactive Brokers’ Sosnick is cautious about the S&P’s 2026 target 3m 18s
Restaurant business has been 'hit or miss' this year, says CMR's Cameron Mitchell 4m 54s
Regulators will see our deal for Warner Bros. as pro consumer, says Netflix co-CEO Greg Peters 5m 13s
#strong 66 transcripts
We're positioned positively for 2026, says Bespoke Investment's Hickey 4m 31s
GDP surprise, AI-driven growth ahead: Silvercrest’s Robert Teeter 4m 2s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
Strong earnings growth will continue for banks in 2026, says KBW's Christopher McGratty 4m 29s
Nike is going to get its act together, says Jefferies' Randy Konik 4m 20s
Market breadth gives us more confidence for 2026 performance, says US Bank's Tom Hainlin 3m 53s
'Fast Money' traders talk gold and silver hitting all time highs 5m 48s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Howard: Corporate profits are strong, and we're hitting the sweet spot on unemployment 4m 35s
Growth forecasts continue to be moderate if not better than that, says Stanford's Jared Bernstein 4m 50s
How geopolitical tensions could impact oil prices 4m 0s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
AI story is no longer an equity story, says Apollo Global’s Torsten Slok 2m 36s
RBC's Gerard Cassidy talks Big Banks hitting record highs 4m 26s
Strong GDP and Fed pressure set market tension: Claris’s Lee Baker 3m 11s
A lot of demand for steak but not the supply hence higher prices, says Stew Leonard's CEO 4m 6s
Deutsche Bank’s Brett Ryan on the disconnect between U.S. jobs data and GDP 4m 33s
Banks beat Mag 7 as rates and dealmaking lift profits: RBC’s Gerard Cassidy 5m 34s
Jan Kniffen explains why he's a big fan of Dick’s Sporting Goods 4m 35s
Consumers clearly seeking discounts and promotions, says Neuberger Berman's San Marco 5m 2s
Mizuho's Jared Holz on why he is bullish on biotech heading into 2026 4m 30s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
U.S. economy grows by 4.3% in third quarter, much more than expected, delayed report shows 3m 49s
Evercore ISI’s David Palmer explains why he’s watching the casual dining space heading into 2026 2m 4s
No recession ahead, strong breadth supports continued gains: Carson Group’s Detrick 5m 8s
Fully valued market needs fundamentals as leadership broadens, says Citi’s Drew Pettit 3m 41s
Talk of the Tape: Road ahead for the bull market 3m 57s
Markets must hit 14% earnings growth forecast in 2026, says Jim Cramer 6m 51s
'Fast Money' traders talk S&P 500 hitting record high 5m 17s
U.S. oil production continues to surprise to the upside despite lower prices, says Daan Struyven 4m 42s
Calls of the Day: First Solar, Live Nation, Estee Lauder, Ametek and Fedex 4m 6s
Market marches on regardless of who next Fed chair is, says Summit Global's David Harden 5m 5s
AI hype resets as investors turn selective, says Morningstar’s Philip Straehl 3m 32s
Expect double-digit EPS growth in 2026, says Hightower's Stephanie Link 4m 38s
Setup for small cap earnings growth in 2026 looks stronger, says market strategist 3m 16s
Opening Bell: December 22, 2025 2m 12s
Favorable AI market still has 2-3 years, says Deepwater's Gene Munster 5m 7s
2026 a 'unicorn' year for investors and consumers will be in control: Innovator Capital's Urbanowicz 4m 9s
The consumer comeback has ignited anything related to discretionary spending, says Cramer 2m 33s
Nike has to 'reset the playbook' on products, says Jefferies' Randy Konik 4m 43s
Lightning Round: Don't get involved in any 'year of magical investing' stock: Jim Cramer 4m 36s
FedEx is the heartbeat of the industrial economy, says CEO Raj Subramaniam 1m 38s
Rosa: It was a good quarter, but the second-half guide raised real questions 5m 49s
DraftKings CEO on entry to prediction markets: We'll be able to compete just fine 3m 34s
Yields rise after latest CPI data 2m 26s
Big dynamics in markets are still favorable for risk, says Goldman's Tony Pasquariello 4m 0s
'Fast Money' traders talk Micron and the AI trade comeback 4m 43s
Fed chair candidate Waller had 'strong interview' as Pres. Trump narrows shortlist to four 6m 4s
Our outlook for 2026 is more of a reset, says Sanctuary Wealth's Mary Ann Bartels 4m 37s
Staying away from Nike as it remains in price discovery mode, says KKM Financial's Jeff Kilburg 4m 44s
AI trade ‘is still alive and well’ despite softening economic data, says J.P. Morgan’s Meera Pandit 3m 35s
Opening Bell: December 19, 2025 2m 12s
Nearly every sector in small caps expected to show improved earnings, says strategist 2m 29s
CPI data provided 'downwardly biased view of inflation,' says EY-Parthenon's Daco 3m 24s
Underlying market trend still deserves 'benefit of the doubt', says Truist's Keith Lerner 3m 42s
AI demand increasing, productivity increases are real: Partners Group's Amoroso 3m 29s
Balafas: Investors are starting to get grounded about whether the bull market is sustainable 2m 24s
Pace of inflation is moderating, but speed is key question: Vanguard's Patterson 4m 22s
Final Trades: Intuitive Surgical, Dick’s Sporting Goods and Toast Inc 34s
President Trump comments on Chris Waller following Fed chair interview 2m 36s
Most diverse IPO pipeline I've seen years, says Nasdaq president Nelson Griggs 4m 28s
Here’s why Susquehanna raised its price target on Micron to $345 2m 37s
Markets will have a good year but still lots of angst in markets, says RBC's Lori Calvasina 5m 18s
Boring companies are going public again, strong signal for 2026 IPOs: Axios' Primack 2m 1s
Akoner: The rotation from mega-cap tech into small caps and cyclicals is underway 6m 1s
#remains 61 transcripts
China Beige Book's Shehzad Qazi talks the outlook for China in 2026 4m 37s
We're positioned positively for 2026, says Bespoke Investment's Hickey 4m 31s
Congress sets agenda for 2026 2m 53s
Israel’s Netanyahu to meet with Trump to discuss Gaza peace plan and Iran: Here’s what to expect 3m 38s
If markets can get through January bumps, it looks like positive 2026: Wharton's Siegel 4m 56s
We see opportunity in regional bank stocks, says Citizens' Ryan 3m 29s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
Bernstein’s Stacy Rasgon on what the Nvidia–Groq deal means for the semiconductor space 4m 42s
Why these market watchers say the AI play has yet to unfold, but inflation will still be key in 2026 6m 31s
Long-term market path 'continues to be up', says Hightower's Michael Farr 4m 51s
'Fast Money' traders talk gold and silver hitting all time highs 5m 48s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Fundamentals are confirming the recent price advance in stocks, says CFRA's Sam Stovall 4m 32s
A lot of demand for steak but not the supply hence higher prices, says Stew Leonard's CEO 4m 6s
Oakmark’s Bill Nygren on Salesforce: It has lagged enough for value investors like us to take a look 2m 47s
Jan Kniffen explains why he's a big fan of Dick’s Sporting Goods 4m 35s
Latest Intel-Nvidia news does not change much, says Cantor Fitzgerald's C.J. Muse 4m 26s
This is a stock pickers market, don't abandon tech, says Capital Wealth's Kevin Simpson 3m 37s
Tesla electric doors face safety scrutiny, says Canaccord Genuity’s George Gianarikas 5m 24s
Treasury yields rise on robust GDP growth 2m 3s
No recession ahead, strong breadth supports continued gains: Carson Group’s Detrick 5m 8s
JPMorgan's Steve Tusa talks industrials outlook for 2026 5m 30s
Markets must hit 14% earnings growth forecast in 2026, says Jim Cramer 6m 51s
Market marches on regardless of who next Fed chair is, says Summit Global's David Harden 5m 5s
Expect markets to do well going into 2026, especially growth trade: BMO's Schleif 3m 36s
Trade Tracker: Joe Terranova sells the CBOE 3m 32s
Trade Tracker: Joe Terranova sells APA Corp 1m 46s
Inflation breakeven rates contracting is bullish signal for 2026: Renaissance Macro's deGraaf 4m 5s
Japan's economy is normalizing, says Neuberger's Okamura 4m 4s
Setup for small cap earnings growth in 2026 looks stronger, says market strategist 3m 16s
Final Trades: Toast, Uber, the XLB and the XBI 48s
Paychex CEO: We see challenges in the small-end of the market 1m 36s
Lightning Round: Don't get involved in any 'year of magical investing' stock: Jim Cramer 4m 36s
Final Trades: Live Nation, Walt Disney, Alibaba and Amcor PLC 20s
Rosa: It was a good quarter, but the second-half guide raised real questions 5m 49s
Andreeva: Nike’s turnaround isn’t linear, especially in a hypercompetitive market 5m 33s
Stoltzfus: U.S. assets still win on innovation, transparency, and governance 3m 59s
Christmas shopping rush: Here's a look at the final retail push 2m 51s
Big dynamics in markets are still favorable for risk, says Goldman's Tony Pasquariello 4m 0s
Apple faces risk from memory cost spike in 2026: MoffettNathanson's Moffett 4m 34s
'Fast Money' traders talk Micron and the AI trade comeback 4m 43s
Wells Fargo sees upside ahead with 7,500 2026 year-end S&P 500 target, says Scott Wren 4m 34s
North America was really good for Nike despite weak China sales, says Guggenheim's Simeon Siegel 3m 59s
Simpson: Micron’s earnings were impossible to ignore, with demand exceeding supply 4m 2s
Our outlook for 2026 is more of a reset, says Sanctuary Wealth's Mary Ann Bartels 4m 37s
Staying away from Nike as it remains in price discovery mode, says KKM Financial's Jeff Kilburg 4m 44s
AI trade ‘is still alive and well’ despite softening economic data, says J.P. Morgan’s Meera Pandit 3m 35s
Opening Bell: December 19, 2025 2m 12s
November CPI 'didn't satisfy us', says market researcher Jim Bianco 3m 59s
Why economists are skeptical of November's CPI data 3m 10s
Tariffs are showing up in core goods within CPI, says Brookings' Wendy Edelberg 4m 5s
House passes bill that would help advance AI data center buildout 1m 1s
USTR Jamieson Greer on EU tech fines: Number of investigations we could conduct to take action 4m 42s
Oil market is significantly oversupplied, says CIBC's Rebecca Babin 5m 20s
Fed's Waller: Will 'absolutely' emphasize importance of the central bank's independence to Trump 2m 52s
Value of gold as potential monetary hedge has reemerged, says First Eagle's McLennan 3m 25s
How U.S. takes action on Venezuelan oil tankers is key, says RBC's Croft 3m 1s
LVMH CEO Bernard Arnault receives leadership award at Yale CEO Summit 5m 36s
Sam Altman – OpenAI Founder Reveals His Writing System 47m 19s
#despite 60 transcripts
Trump has negotiated better U.S. trade deals but tariffs do worry me, says Stephen Moore 4m 22s
Consumers are spending like they have money because they do, says Jan Kniffen 4m 11s
If markets can get through January bumps, it looks like positive 2026: Wharton's Siegel 4m 56s
We see opportunity in regional bank stocks, says Citizens' Ryan 3m 29s
Nvidia lands ex-Google AI chip architect in $20 billion Groq deal 1m 8s
Nvidia lands ex-Google AI chip architect in $20 billion Groq deal 1m 8s
Why these market watchers say the AI play has yet to unfold, but inflation will still be key in 2026 6m 31s
IPOs will have a good year in 2026 with rate cuts and private company backlog: Saga Ventures' Nguyen 4m 55s
Tesla will have to bend over backwards to keep share price up, says The Westly Group's Steve Westly 4m 21s
Growth forecasts continue to be moderate if not better than that, says Stanford's Jared Bernstein 4m 50s
Swing vote will likely go against Republicans next election cycle: National Journal's Charlie Cook 5m 0s
AI story is no longer an equity story, says Apollo Global’s Torsten Slok 2m 36s
Consumers proved to be resilient despite shortened holiday season: 5 New Digital's Michael Zakkour 5m 36s
At least two more Fed cuts likely in 2026, says Moody's Mark Zandi 5m 30s
The uptrend is still very much alive and well, says Fairlead's Katie Stockton 6m 50s
A lot of demand for steak but not the supply hence higher prices, says Stew Leonard's CEO 4m 6s
Jan Kniffen explains why he's a big fan of Dick’s Sporting Goods 4m 35s
Mizuho's Jared Holz on why he is bullish on biotech heading into 2026 4m 30s
Everything at Nike isn't fixed but North America business is good, says Guggenheim's Siegel 5m 7s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
Crypto bar provides a new way to lobby D.C. 2m 40s
Novo Nordisk is still worried about revenue growth next year despite obesity pill: BMO's Seigerman 4m 22s
Evercore ISI’s David Palmer explains why he’s watching the casual dining space heading into 2026 2m 4s
There's certainly a lot of bifurcation going on in consumer spending, says Visa's Michael Brown 3m 23s
Markets must hit 14% earnings growth forecast in 2026, says Jim Cramer 6m 51s
'Fast Money' traders talk S&P 500 hitting record high 5m 17s
Researcher Ed Yardeni shares his case for the 'roaring 2020s' 4m 24s
U.S. oil production continues to surprise to the upside despite lower prices, says Daan Struyven 4m 42s
Calls of the Day: First Solar, Live Nation, Estee Lauder, Ametek and Fedex 4m 6s
Trump administration to start garnishing wages of student loan defaulters in January 1m 11s
Oppenheimer's Brian Nagel shares his bull case for Nike 4m 47s
I think Bitcoin will go back over 100,000: KKM Financial's Kilburg 3m 19s
Tim Seymour: Copper markets have a deficit dynamic with really tight supply 4m 36s
Trade Tracker: Joe Terranova sells APA Corp 1m 46s
Japan's economy is normalizing, says Neuberger's Okamura 4m 4s
Bitcoin falls below $89,000 as gold hits a fresh record 1m 4s
Oil market prices show just how much supply is out there, says Sankey Research's Paul Sankey 4m 52s
The consumer comeback has ignited anything related to discretionary spending, says Cramer 2m 33s
Nike has to 'reset the playbook' on products, says Jefferies' Randy Konik 4m 43s
NY Fed Pres. John Williams: Some 'technical factors' distorted November's CPI reading downward 6m 36s
Trump signs executive order to reschedule cannabis. Here’s what’s next 2m 33s
Rosa: It was a good quarter, but the second-half guide raised real questions 5m 49s
Cramer's Mad Dash: Wells Fargo 2m 59s
Andreeva: Nike’s turnaround isn’t linear, especially in a hypercompetitive market 5m 33s
Yields rise after latest CPI data 2m 26s
Big dynamics in markets are still favorable for risk, says Goldman's Tony Pasquariello 4m 0s
'Fast Money' traders talk Micron and the AI trade comeback 4m 43s
North America was really good for Nike despite weak China sales, says Guggenheim's Simeon Siegel 3m 59s
Consumer sentiment revised lower to 52.9 in December 1m 43s
AI trade ‘is still alive and well’ despite softening economic data, says J.P. Morgan’s Meera Pandit 3m 35s
Nike shares slide on Q2 results despite beat on earnings and revenue 3m 45s
CPI data provided 'downwardly biased view of inflation,' says EY-Parthenon's Daco 3m 24s
Mayfield: The sign we're not in a bubble is the level of skepticism being levied at OpenAI 4m 45s
Pace of inflation is moderating, but speed is key question: Vanguard's Patterson 4m 22s
Accenture CEO Julie Sweet: We delivered an 'incredible' Q1, our biggest-ever in new business 2m 27s
FedEx shares pop on Q2 results 2m 52s
Mizuho's Jared Holz talks Insmed sinking double digits on sinus drug trial news 4m 40s
Here’s why Susquehanna raised its price target on Micron to $345 2m 37s
Oil market is significantly oversupplied, says CIBC's Rebecca Babin 5m 20s
Super Mario Bros. and Minecraft are the trendiest toys now: The Toy Insider's Marissa Silva 5m 3s
#tech 53 transcripts
Mag 7 trade splinters as AI winners pull away heading into 2026 1m 49s
If markets can get through January bumps, it looks like positive 2026: Wharton's Siegel 4m 56s
What AI regulation may look like in 2026 3m 55s
Nvidia lands ex-Google AI chip architect in $20 billion Groq deal 1m 8s
Nvidia strikes Groq deal to bolster inference and ease memory bottlenecks 1m 41s
Nvidia lands ex-Google AI chip architect in $20 billion Groq deal 1m 8s
Off the Charts: Crude oil under pressure 2m 59s
Nvidia strikes $20B deal to license assets, hire executives from AI chip startup Groq 3m 5s
Market breadth gives us more confidence for 2026 performance, says US Bank's Tom Hainlin 3m 53s
Tesla will have to bend over backwards to keep share price up, says The Westly Group's Steve Westly 4m 21s
Off the Charts: Crude oil under pressure 2m 59s
AI story is no longer an equity story, says Apollo Global’s Torsten Slok 2m 36s
Fundamentals are confirming the recent price advance in stocks, says CFRA's Sam Stovall 4m 32s
Interest rates declining favor regional banks, says Fundstrat's Tom Lee on his 2026 outlook 4m 39s
Mizuho's Jared Holz on why he is bullish on biotech heading into 2026 4m 30s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
Walmart's upside is still very significant, says former Walmart U.S. CEO Bill Simon 4m 34s
This is a stock pickers market, don't abandon tech, says Capital Wealth's Kevin Simpson 3m 37s
Expect a 3-5% return in the S&P 500 in 2026, says Freedom Capital's Jay Woods 6m 19s
Market has to broaden from megacap tech for interest rates to fall, says Smead Capital's Bill Smead 4m 48s
Crypto equities fall harder than tokens as bitcoin and altcoins slide 55s
Expect a drive towards efficiencies in AI in 2026, says Chris Kelly 5m 26s
'Fast Money' traders talk S&P 500 hitting record high 5m 17s
Reindustrialization fuels multi-year growth beyond tech: Thompson Research CEO 5m 12s
Tim Seymour talks his 2026 'MIGA' play 2m 18s
Dan Ives stays bullish on Microsoft amid AI and mega-cap tech worries 4m 29s
Inflation breakeven rates contracting is bullish signal for 2026: Renaissance Macro's deGraaf 4m 5s
Charles Schwab’s Sonders on her outlook for 2026 4m 9s
Wells Fargo: We're sticking with larger cap, midcap, US over international 4m 17s
The consumer comeback has ignited anything related to discretionary spending, says Cramer 2m 33s
Dan Ives: 2026 will be key period to show next stage of AI trade from software and cyber 4m 50s
Investors should stay in the market but in unpopular places, says MAI Capital's Chris Grisanti 4m 36s
LLMs will be stressed by enterprise systems, says Wedbush's Sherlund 5m 40s
Big dynamics in markets are still favorable for risk, says Goldman's Tony Pasquariello 4m 0s
Apple faces risk from memory cost spike in 2026: MoffettNathanson's Moffett 4m 34s
'Fast Money' traders talk Micron and the AI trade comeback 4m 43s
Oracle deal with TikTok puts tech momentum back on track 4m 49s
Wells Fargo sees upside ahead with 7,500 2026 year-end S&P 500 target, says Scott Wren 4m 34s
Our outlook for 2026 is more of a reset, says Sanctuary Wealth's Mary Ann Bartels 4m 37s
AI trade ‘is still alive and well’ despite softening economic data, says J.P. Morgan’s Meera Pandit 3m 35s
Today's consumer spending rally couldn't come at a better time, says Jim Cramer 2m 10s
AI demand increasing, productivity increases are real: Partners Group's Amoroso 3m 29s
Market is broadening out so expect to see new highs before year end: Carson Group's Detrick 3m 49s
There is a base case of positive returns for 2026, says Edward Jones’ Mona Mahajan 2m 22s
USTR Jamieson Greer on EU tech fines: Number of investigations we could conduct to take action 4m 42s
Micron relieves some pressure on the AI trade: Michael Santoli 2m 58s
China Lens: China's AI toy boom 3m 37s
AI demand is off the charts, says Bernstein's Stacy Rasgon 3m 33s
'Fast Money' traders talk the pullback in the tech sector 4m 41s
Be very careful in tech sector AI trade, says Hightower's Link 4m 27s
Why hyperscalers may try to exit leases earlier than expected 2m 18s
Luxury consumer can not continue to bail out the overall economy, says BCA's Doug Peta 5m 26s
Akoner: The rotation from mega-cap tech into small caps and cyclicals is underway 6m 1s
#ceo 53 transcripts
Nike CEO Elliott Hill bought 16,388 Nike shares on Monday according to SEC filing 3m 13s
Former IBM chairman and CEO Louis Gerstner dies at 83 1m 48s
Lululemon founder Chip Wilson launches proxy fight to remake board of directors 4m 3s
The Wrap-Up for Monday December 29 1m 46s
Insider Action: Multimillion-dollar sell-offs across major U.S. companies 1m 7s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
Nike is going to get its act together, says Jefferies' Randy Konik 4m 20s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
Futurum CEO Daniel Newman on report Nvidia is halting Intel's 18A tests 4m 35s
AAA CEO Gene Boehm: Record holiday travel 'not impacted necessarily by affordability' 4m 46s
A lot of demand for steak but not the supply hence higher prices, says Stew Leonard's CEO 4m 6s
F/m Investments CEO on top stock picks heading into 2026 3m 19s
Rare disease and neural will have a big year in pharma, says Portal Innovations' John Flavin 4m 11s
Walmart's upside is still very significant, says former Walmart U.S. CEO Bill Simon 4m 34s
FDA approves first GLP-1 pill for obesity from Wegovy maker Novo Nordisk 1m 26s
S&P 500 closes at record high 3m 49s
Jobs are harder to get and fewer are planning to buy homes or cars, says The Conference Board CEO 4m 12s
ServiceNow CEO Bill McDermott on buying cybersecurity startup Armis for $7.75 billion 3m 31s
Reindustrialization fuels multi-year growth beyond tech: Thompson Research CEO 5m 12s
Trump administration wants stability in Western Hemisphere, says MCC Global Enterprises CEO 3m 29s
Assortment and activation are driving demand in retail, says Dana Telsey 3m 53s
IMAX CEO on best opening weekend of 2025 with Disney’s ‘Avatar: Fire and Ash’ 3m 57s
Paychex CEO: We see challenges in the small-end of the market 1m 36s
FedEx is the heartbeat of the industrial economy, says CEO Raj Subramaniam 1m 38s
Final Trades: Live Nation, Walt Disney, Alibaba and Amcor PLC 20s
Cramer's Mad Dash: Wells Fargo 2m 59s
DraftKings CEO on entry to prediction markets: We'll be able to compete just fine 3m 34s
What to know about Nike's road ahead in China 2m 35s
Cramer’s Stop Trading: Boeing 1m 31s
Former TikTok CEO Kevin Mayer on new U.S. joint venture: I think it's a good deal 6m 30s
TikTok deal is great for both national security and Oracle, says Intelligent Alpha's Doug Clinton 5m 24s
Balafas: Investors are starting to get grounded about whether the bull market is sustainable 2m 24s
Trulieve CEO Kim Rivers reacts to marijuana being reclassified 3m 30s
Accenture CEO Julie Sweet: We delivered an 'incredible' Q1, our biggest-ever in new business 2m 27s
Gen Digital CEO on rising role of AI in data breaches 4m 46s
Lot of opportunity across energy space, says Cohen & Steers' Rosenlicht 3m 2s
TikTok signs deal for sale of its U.S. unit to joint venture 2m 12s
Coinbase rolls out biggest app overhaul yet, adding stocks, derivatives and prediction markets 2m 54s
Blackstone CEO recollects company journey on 40-year anniversary 4m 44s
Hut 8 CEO on Anthropic, Fluidstack AI data center deal backed by Google 3m 25s
Medline CEO on IPO: This is the right time for us to expand our voice 4m 31s
What to know about Robinhood's new prediction market features 1m 5s
'This is a huge opportunity' to fuel reactors sooner and faster, says Oklo's CEO 3m 49s
Coursera CEO on all-stock Udemy deal: Gives us ability to meet upskilling needs 5m 18s
LVMH CEO Bernard Arnault receives leadership award at Yale CEO Summit 5m 36s
Robinhood expands prediction markets as event trading becomes the next retail battleground 1m 18s
The Atlantic CEO Nicholas Thompson on his new book, 'The Running Ground' 4m 2s
A lot of silver needed for AI and data center buildout, says Pan American Silver CEO 4m 37s
Restaurant business has been 'hit or miss' this year, says CMR's Cameron Mitchell 4m 54s
Robinhood expands prediction market features with NFL parlays and prop bets 3m 56s
Regulators will see our deal for Warner Bros. as pro consumer, says Netflix co-CEO Greg Peters 5m 13s
#potential 53 transcripts
'Fast Money' traders talk the market for humanoid robots 3m 8s
Opening Bell: December 29, 2025 1m 14s
Strategy shifts into defense mode as it bulks up a $2 billion cash reserve 2m 29s
Bitcoin down 20% in three months as ETF flows turn negative and crypto treasury trade unwinds 1m 0s
Strategy’s new cash reserve signals a defensive turn for bitcoin’s top proxy 1m 49s
Bitcoin loses a key source of demand as spot ETF flows turn negative 1m 35s
IPOs will have a good year in 2026 with rate cuts and private company backlog: Saga Ventures' Nguyen 4m 55s
Long-term market path 'continues to be up', says Hightower's Michael Farr 4m 51s
'Fast Money' traders talk gold and silver hitting all time highs 5m 48s
Howard: Corporate profits are strong, and we're hitting the sweet spot on unemployment 4m 35s
Oracle’s success will be directly tied to OpenAI’s financial strength, says Jefferies’ Brent Thill 4m 32s
Bernstein: It's possible some price reform could be achieved for the healthcare marketplaces 6m 27s
At least two more Fed cuts likely in 2026, says Moody's Mark Zandi 5m 30s
RBC Capital Markets’ Helima Croft on the impact of geopolitical tensions on oil prices 4m 2s
F/m Investments CEO on top stock picks heading into 2026 3m 19s
Initial jobless claims come in at 214,000 for the week of December 20 2m 9s
Industrial production increased in November 1m 15s
Former UK Treasury Minister Jim O’Neill on his expectations for global markets in 2026 3m 5s
A lot of fiscal tailwind coming but it's not all in one direction, says TD Cowen's Chris Krueger 4m 58s
Takeovers, acquisitions will be extraordinary force for the bulls in 2026: Jim Cramer 1m 54s
Fully valued market needs fundamentals as leadership broadens, says Citi’s Drew Pettit 3m 41s
Expect a drive towards efficiencies in AI in 2026, says Chris Kelly 5m 26s
U.S. oil production continues to surprise to the upside despite lower prices, says Daan Struyven 4m 42s
Healthcare and financials lead, says CappThesis’ Frank Cappelleri 4m 12s
Expect double-digit EPS growth in 2026, says Hightower's Stephanie Link 4m 38s
Setup for small cap earnings growth in 2026 looks stronger, says market strategist 3m 16s
Bitcoin falls below $89,000 as gold hits a fresh record 1m 4s
Oil market prices show just how much supply is out there, says Sankey Research's Paul Sankey 4m 52s
SpaceX could be the first $500 billion IPO, says Lerer Hippeau’s Eric Hippeau 3m 37s
Opening Bell: December 22, 2025 2m 12s
Options market had low correlation in 2025, says Susquehanna's Chris Murphy 3m 52s
'Fast Money' traders talk Micron and the AI trade comeback 4m 43s
The Wrap-Up for Friday, December 19 1m 50s
Wells Fargo sees upside ahead with 7,500 2026 year-end S&P 500 target, says Scott Wren 4m 34s
Final Trade: AMZN, BABA, GS, GM 1m 4s
Staying away from Nike as it remains in price discovery mode, says KKM Financial's Jeff Kilburg 4m 44s
AI trade ‘is still alive and well’ despite softening economic data, says J.P. Morgan’s Meera Pandit 3m 35s
Fed setup is for accommodative bias into 2026, says Citi's Scott Chronert 2m 48s
Nearly every sector in small caps expected to show improved earnings, says strategist 2m 29s
CPI data provided 'downwardly biased view of inflation,' says EY-Parthenon's Daco 3m 24s
Anonymous executives make bold predictions for 2026: CNBC's Alex Sherman 3m 39s
Trulieve CEO Kim Rivers reacts to marijuana being reclassified 3m 30s
OpenAI aiming to raise as much as $100 billion, valuing it around $830 billion, according to WSJ 5m 0s
Obesity pill race heats up 2m 15s
CPI data will leave Fed in a cutting bias, says Vanguard's Joe Davis 4m 52s
Jim Cramer uses past lessons to prepare you for what to come 2m 23s
Mizuho's Jared Holz talks Insmed sinking double digits on sinus drug trial news 4m 40s
Platinum is strongest commodity in precious metals complex: Carlyle's Currie 3m 42s
Value of gold as potential monetary hedge has reemerged, says First Eagle's McLennan 3m 25s
How U.S. takes action on Venezuelan oil tankers is key, says RBC's Croft 3m 1s
Options Action: Volatility on the rise 3m 30s
Cramer’s Stop Trading: Oracle 2m 20s
Medline opens at $35, above IPO price of $29 1m 48s
#notes 52 transcripts
We have backlog of unicorns valued at $3.9 trillion 'ripe to go public', says Alumni Ventures' Rippy 6m 19s
We're positioned positively for 2026, says Bespoke Investment's Hickey 4m 31s
Venezuela is a leading cause of instability in Western Hemisphere: MCC Global's Caruso-Cabrera 4m 44s
Trump has negotiated better U.S. trade deals but tariffs do worry me, says Stephen Moore 4m 22s
AI beyond chatbots in 2026: Stanford Computer Science’s Jure Leskovec 5m 39s
Opening Bell: December 29, 2025 1m 14s
Relatively positive outlook for 2026, says New Century Advisors' Sahm 5m 3s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Bernstein’s Stacy Rasgon on what the Nvidia–Groq deal means for the semiconductor space 4m 42s
IPOs will have a good year in 2026 with rate cuts and private company backlog: Saga Ventures' Nguyen 4m 55s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Gold, silver strength represents flight from currencies, says Sri-Kumar Global's Komal Sri Kumar 5m 1s
Oracle’s success will be directly tied to OpenAI’s financial strength, says Jefferies’ Brent Thill 4m 32s
Growth forecasts continue to be moderate if not better than that, says Stanford's Jared Bernstein 4m 50s
Fundamentals are confirming the recent price advance in stocks, says CFRA's Sam Stovall 4m 32s
At least two more Fed cuts likely in 2026, says Moody's Mark Zandi 5m 30s
AAA CEO Gene Boehm: Record holiday travel 'not impacted necessarily by affordability' 4m 46s
The uptrend is still very much alive and well, says Fairlead's Katie Stockton 6m 50s
Banks beat Mag 7 as rates and dealmaking lift profits: RBC’s Gerard Cassidy 5m 34s
UBS’ John Lovallo on Trump’s teased housing reform plans 2m 35s
Opening Bell: December 23, 2025 1m 23s
Market has to broaden from megacap tech for interest rates to fall, says Smead Capital's Bill Smead 4m 48s
CNBC's Mike Santoli on market drivers in the new year 1m 3s
Lightning Round: I think you should own Rubrik, says Cramer 3m 59s
Barclays' Dan Levy on the road ahead for Tesla in 2026 4m 55s
Likely to keep harassing shipping out of Venezuela instead of ground war, says Ret. Col. Jack Jacobs 4m 6s
Expect markets to do well going into 2026, especially growth trade: BMO's Schleif 3m 36s
Warner Bros. Discovery battle shows value of premium content, says Lionsgate's Burns 4m 31s
Opening Bell: December 22, 2025 2m 12s
Paychex CEO: We see challenges in the small-end of the market 1m 36s
Options market had low correlation in 2025, says Susquehanna's Chris Murphy 3m 52s
Rosa: It was a good quarter, but the second-half guide raised real questions 5m 49s
Wells Fargo sees upside ahead with 7,500 2026 year-end S&P 500 target, says Scott Wren 4m 34s
Simpson: Micron’s earnings were impossible to ignore, with demand exceeding supply 4m 2s
Opening Bell: December 19, 2025 2m 12s
Nike shares slide on Q2 results despite beat on earnings and revenue 3m 45s
Core inflation has gone sideways year-over-year in 2025, says Goldman Sachs' Hatzius 3m 30s
Accenture CEO Julie Sweet: We delivered an 'incredible' Q1, our biggest-ever in new business 2m 27s
Pethokoukis: President Trump missed the mark on big issues Americans are most concerned about 4m 22s
Cramer’s Stop Trading: PayPal 1m 4s
'Fast Money' traders react to Nike earnings 3m 37s
Mizuho's Jared Holz talks Insmed sinking double digits on sinus drug trial news 4m 40s
Fed's Waller: Will 'absolutely' emphasize importance of the central bank's independence to Trump 2m 52s
Value of gold as potential monetary hedge has reemerged, says First Eagle's McLennan 3m 25s
Truist's David Smith on the bull case for Robinhood 2m 52s
Dow on track for 8th straight positive month, longest monthly win streak since January 2018 1m 8s
Options Action: Volatility on the rise 3m 30s
The Atlantic CEO Nicholas Thompson on his new book, 'The Running Ground' 4m 2s
Why Interactive Brokers’ Sosnick is cautious about the S&P’s 2026 target 3m 18s
Russia no longer a competitive threat to U.S. but an issue for Europe, says CFR's Michael Froman 4m 58s
Akoner: The rotation from mega-cap tech into small caps and cyclicals is underway 6m 1s
Regulators will see our deal for Warner Bros. as pro consumer, says Netflix co-CEO Greg Peters 5m 13s
#data 51 transcripts
What is ahead for restaurant stocks in 2026 3m 35s
AI beyond chatbots in 2026: Stanford Computer Science’s Jure Leskovec 5m 39s
What AI regulation may look like in 2026 3m 55s
Deutsche Bank’s Brett Ryan on the disconnect between U.S. jobs data and GDP 4m 33s
F/m Investments CEO on top stock picks heading into 2026 3m 19s
Initial jobless claims come in at 214,000 for the week of December 20 2m 9s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
AI IPO boom next year? The changing 2026 IPO landscape 2m 53s
Treasury yields rise on robust GDP growth 2m 3s
Data centers in space will be 'front and center' for investors in next 12-24 months: BofA's Obin 4m 33s
JPMorgan's Steve Tusa talks industrials outlook for 2026 5m 30s
The debate over AI capex spending 2m 24s
Reindustrialization fuels multi-year growth beyond tech: Thompson Research CEO 5m 12s
December consumer confidence disappoints at 89.1, below the 91.0 estimate 1m 59s
Alphabet to acquire data center and energy infrastructure company Intersect 1m 1s
Trade Tracker: Joe Terranova sells the CBOE 3m 32s
Loop Capital's Chukumba on Ollie's rating upgrade: Will keep benefitting from Big Lots bankruptcy 2m 12s
'I don't think there's any hurry,' says former Dallas Fed President Fisher on rate decision 4m 59s
Favorable AI market still has 2-3 years, says Deepwater's Gene Munster 5m 7s
NY Fed Pres. John Williams: Some 'technical factors' distorted November's CPI reading downward 6m 36s
OpenAI seeks funding at $830B valuation 1m 22s
Yields rise after latest CPI data 2m 26s
LLMs will be stressed by enterprise systems, says Wedbush's Sherlund 5m 40s
5 Things To Know: December 19, 2025 1m 6s
TikTok deal is great for both national security and Oracle, says Intelligent Alpha's Doug Clinton 5m 24s
AI trade ‘is still alive and well’ despite softening economic data, says J.P. Morgan’s Meera Pandit 3m 35s
Today's consumer spending rally couldn't come at a better time, says Jim Cramer 2m 10s
TikTok signs joint venture to create TikTok USDS Joint Venture 2m 6s
Cramer’s Mad Dash: GE Vernova 2m 18s
November CPI 'didn't satisfy us', says market researcher Jim Bianco 3m 59s
CPI data provided 'downwardly biased view of inflation,' says EY-Parthenon's Daco 3m 24s
Core inflation has gone sideways year-over-year in 2025, says Goldman Sachs' Hatzius 3m 30s
Economists skeptical of latest inflation numbers 3m 33s
Underlying market trend still deserves 'benefit of the doubt', says Truist's Keith Lerner 3m 42s
Why economists are skeptical of November's CPI data 3m 10s
Pace of inflation is moderating, but speed is key question: Vanguard's Patterson 4m 22s
Gen Digital CEO on rising role of AI in data breaches 4m 46s
TikTok signs deal for sale of its U.S. unit to joint venture 2m 12s
CPI data will leave Fed in a cutting bias, says Vanguard's Joe Davis 4m 52s
House passes bill that would help advance AI data center buildout 1m 1s
CPI comes in at 2.7% year over year 1m 58s
Blackstone CEO recollects company journey on 40-year anniversary 4m 44s
Stock futures jump after lighter-than-expected CPI 1m 39s
What U.S. supply chain data shows about the holiday season retail winners and losers: CNBC survey 2m 10s
Hut 8 CEO on Anthropic, Fluidstack AI data center deal backed by Google 3m 25s
Blue Owl decided not to pursue Oracle’s $10 billion Michigan data center, source familiar 2m 37s
Property Play: A new red flag in the date center buildout 3m 13s
Freeport-McMoRan great way to play copper demand, says DCLA's Sethi 1m 50s
Robinhood expands prediction markets as event trading becomes the next retail battleground 1m 18s
A lot of silver needed for AI and data center buildout, says Pan American Silver CEO 4m 37s
Why hyperscalers may try to exit leases earlier than expected 2m 18s
#fed 48 transcripts
Momentum into 2026: Mark Smith, Wells Fargo Advisors 4m 30s
Fed cut rate by June 2026 will fuel bank stocks, says RBC's Cassidy 3m 17s
If markets can get through January bumps, it looks like positive 2026: Wharton's Siegel 4m 56s
GDP surprise, AI-driven growth ahead: Silvercrest’s Robert Teeter 4m 2s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
Gold, silver strength represents flight from currencies, says Sri-Kumar Global's Komal Sri Kumar 5m 1s
At least two more Fed cuts likely in 2026, says Moody's Mark Zandi 5m 30s
Interest rates declining favor regional banks, says Fundstrat's Tom Lee on his 2026 outlook 4m 39s
Strong GDP and Fed pressure set market tension: Claris’s Lee Baker 3m 11s
Deutsche Bank’s Brett Ryan on the disconnect between U.S. jobs data and GDP 4m 33s
F/m Investments CEO on top stock picks heading into 2026 3m 19s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
Labor market is setting markets up for a good 2026, says Wharton's Jeremy Siegel 4m 25s
Expect a 3-5% return in the S&P 500 in 2026, says Freedom Capital's Jay Woods 6m 19s
Market has to broaden from megacap tech for interest rates to fall, says Smead Capital's Bill Smead 4m 48s
CNBC's Mike Santoli on market drivers in the new year 1m 3s
The bulls would feel better if the 10-year fell below 4% and stayed there: Jim Cramer 2m 31s
'Fast Money' traders talk S&P 500 hitting record high 5m 17s
U.S. oil production continues to surprise to the upside despite lower prices, says Daan Struyven 4m 42s
December consumer confidence disappoints at 89.1, below the 91.0 estimate 1m 59s
Tim Seymour talks his 2026 'MIGA' play 2m 18s
Zervos: Labor market weakness is becoming a serious concern 5m 25s
Market marches on regardless of who next Fed chair is, says Summit Global's David Harden 5m 5s
AI hype resets as investors turn selective, says Morningstar’s Philip Straehl 3m 32s
Expect markets to do well going into 2026, especially growth trade: BMO's Schleif 3m 36s
The Fed chair endgame: Here's what to know 4m 49s
Bitcoin falls below $89,000 as gold hits a fresh record 1m 4s
'I don't think there's any hurry,' says former Dallas Fed President Fisher on rate decision 4m 59s
Gold trade in first half of 2026 will likely continue: TD Securities' Melek 3m 30s
NY Fed Pres. John Williams: Some 'technical factors' distorted November's CPI reading downward 6m 36s
Big dynamics in markets are still favorable for risk, says Goldman's Tony Pasquariello 4m 0s
Fed chair candidate Waller had 'strong interview' as Pres. Trump narrows shortlist to four 6m 4s
It's going to be an uphill battle to convince the fed to cut rates: Apollo Global’s Torsten Slok 4m 5s
Fed setup is for accommodative bias into 2026, says Citi's Scott Chronert 2m 48s
Core inflation has gone sideways year-over-year in 2025, says Goldman Sachs' Hatzius 3m 30s
Economists skeptical of latest inflation numbers 3m 33s
Underlying market trend still deserves 'benefit of the doubt', says Truist's Keith Lerner 3m 42s
Why economists are skeptical of November's CPI data 3m 10s
Balafas: Investors are starting to get grounded about whether the bull market is sustainable 2m 24s
Pace of inflation is moderating, but speed is key question: Vanguard's Patterson 4m 22s
President Trump comments on Chris Waller following Fed chair interview 2m 36s
CPI data will leave Fed in a cutting bias, says Vanguard's Joe Davis 4m 52s
Labor market is telling us we should continue cutting rates, says Fed Governor Chris Waller 4m 44s
Fed's Waller: Will 'absolutely' emphasize importance of the central bank's independence to Trump 2m 52s
Value of gold as potential monetary hedge has reemerged, says First Eagle's McLennan 3m 25s
Why Interactive Brokers’ Sosnick is cautious about the S&P’s 2026 target 3m 18s
Probably would have argued against rate cut, says former Dallas Fed president Kaplan 4m 17s
#bullish 41 transcripts
We're positioned positively for 2026, says Bespoke Investment's Hickey 4m 31s
Momentum into 2026: Mark Smith, Wells Fargo Advisors 4m 30s
Fed cut rate by June 2026 will fuel bank stocks, says RBC's Cassidy 3m 17s
If markets can get through January bumps, it looks like positive 2026: Wharton's Siegel 4m 56s
We see opportunity in regional bank stocks, says Citizens' Ryan 3m 29s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Nike is going to get its act together, says Jefferies' Randy Konik 4m 20s
Why these market watchers say the AI play has yet to unfold, but inflation will still be key in 2026 6m 31s
This is a bull market with a 'lower cased b' heading into 2026, says Piper Sandler's Craig Johnson 3m 9s
Long-term market path 'continues to be up', says Hightower's Michael Farr 4m 51s
Howard: Corporate profits are strong, and we're hitting the sweet spot on unemployment 4m 35s
AI story is no longer an equity story, says Apollo Global’s Torsten Slok 2m 36s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Mizuho's Jared Holz on why he is bullish on biotech heading into 2026 4m 30s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
This is a stock pickers market, don't abandon tech, says Capital Wealth's Kevin Simpson 3m 37s
Tesla electric doors face safety scrutiny, says Canaccord Genuity’s George Gianarikas 5m 24s
Takeovers, acquisitions will be extraordinary force for the bulls in 2026: Jim Cramer 1m 54s
No recession ahead, strong breadth supports continued gains: Carson Group’s Detrick 5m 8s
JPMorgan's Steve Tusa talks industrials outlook for 2026 5m 30s
Tim Seymour talks his 2026 'MIGA' play 2m 18s
I think Bitcoin will go back over 100,000: KKM Financial's Kilburg 3m 19s
Market marches on regardless of who next Fed chair is, says Summit Global's David Harden 5m 5s
Healthcare and financials lead, says CappThesis’ Frank Cappelleri 4m 12s
Tim Seymour: Copper markets have a deficit dynamic with really tight supply 4m 36s
Trade Tracker: Joe Terranova sells the CBOE 3m 32s
Dan Ives stays bullish on Microsoft amid AI and mega-cap tech worries 4m 29s
Trade Tracker: Joe Terranova sells APA Corp 1m 46s
Inflation breakeven rates contracting is bullish signal for 2026: Renaissance Macro's deGraaf 4m 5s
Japan's economy is normalizing, says Neuberger's Okamura 4m 4s
Loop Capital's Chukumba on Ollie's rating upgrade: Will keep benefitting from Big Lots bankruptcy 2m 12s
Final Trades: Toast, Uber, the XLB and the XBI 48s
Lightning Round: Don't get involved in any 'year of magical investing' stock: Jim Cramer 4m 36s
Rosa: It was a good quarter, but the second-half guide raised real questions 5m 49s
Stoltzfus: U.S. assets still win on innovation, transparency, and governance 3m 59s
Big dynamics in markets are still favorable for risk, says Goldman's Tony Pasquariello 4m 0s
Simpson: Micron’s earnings were impossible to ignore, with demand exceeding supply 4m 2s
Our outlook for 2026 is more of a reset, says Sanctuary Wealth's Mary Ann Bartels 4m 37s
Staying away from Nike as it remains in price discovery mode, says KKM Financial's Jeff Kilburg 4m 44s
Fed setup is for accommodative bias into 2026, says Citi's Scott Chronert 2m 48s
AI demand increasing, productivity increases are real: Partners Group's Amoroso 3m 29s
#rate 41 transcripts
Momentum into 2026: Mark Smith, Wells Fargo Advisors 4m 30s
Fed cut rate by June 2026 will fuel bank stocks, says RBC's Cassidy 3m 17s
After Buffett: Greg Abel’s Berkshire test, says R360’s Barbara Goodstein 5m 50s
Year-end market rally fueled by fear of missing out on AI, says Man Group's Rowe 4m 37s
GDP surprise, AI-driven growth ahead: Silvercrest’s Robert Teeter 4m 2s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
IPOs will have a good year in 2026 with rate cuts and private company backlog: Saga Ventures' Nguyen 4m 55s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Gold, silver strength represents flight from currencies, says Sri-Kumar Global's Komal Sri Kumar 5m 1s
Howard: Corporate profits are strong, and we're hitting the sweet spot on unemployment 4m 35s
RBC's Gerard Cassidy talks Big Banks hitting record highs 4m 26s
Strong GDP and Fed pressure set market tension: Claris’s Lee Baker 3m 11s
Banks beat Mag 7 as rates and dealmaking lift profits: RBC’s Gerard Cassidy 5m 34s
Dow and S&P 500 close at record highs 4m 16s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
Treasury Official Joe Lavorgna talks robust Q3 GDP numbers 4m 50s
There's certainly a lot of bifurcation going on in consumer spending, says Visa's Michael Brown 3m 23s
Researcher Ed Yardeni shares his case for the 'roaring 2020s' 4m 24s
Reindustrialization fuels multi-year growth beyond tech: Thompson Research CEO 5m 12s
Tim Seymour talks his 2026 'MIGA' play 2m 18s
Zelman's Alan Ratner on if housing will make a comback in 2026 3m 51s
Japan's economy is normalizing, says Neuberger's Okamura 4m 4s
Bitcoin falls below $89,000 as gold hits a fresh record 1m 4s
'I don't think there's any hurry,' says former Dallas Fed President Fisher on rate decision 4m 59s
NY Fed Pres. John Williams: Some 'technical factors' distorted November's CPI reading downward 6m 36s
Stoltzfus: U.S. assets still win on innovation, transparency, and governance 3m 59s
It's going to be an uphill battle to convince the fed to cut rates: Apollo Global’s Torsten Slok 4m 5s
Core inflation has gone sideways year-over-year in 2025, says Goldman Sachs' Hatzius 3m 30s
Economists skeptical of latest inflation numbers 3m 33s
Underlying market trend still deserves 'benefit of the doubt', says Truist's Keith Lerner 3m 42s
Why economists are skeptical of November's CPI data 3m 10s
Pace of inflation is moderating, but speed is key question: Vanguard's Patterson 4m 22s
Tariffs are showing up in core goods within CPI, says Brookings' Wendy Edelberg 4m 5s
CPI comes in at 2.7% year over year 1m 58s
What U.S. supply chain data shows about the holiday season retail winners and losers: CNBC survey 2m 10s
Labor market is telling us we should continue cutting rates, says Fed Governor Chris Waller 4m 44s
Medline CEO on IPO: This is the right time for us to expand our voice 4m 31s
Akoner: The rotation from mega-cap tech into small caps and cyclicals is underway 6m 1s
Probably would have argued against rate cut, says former Dallas Fed president Kaplan 4m 17s
#trade 40 transcripts
Final Trade: SERV, BA, KWEB, HAL 1m 15s
The Wrap-Up for Monday December 29 1m 46s
Mag 7 trade splinters as AI winners pull away heading into 2026 1m 49s
Trump has negotiated better U.S. trade deals but tariffs do worry me, says Stephen Moore 4m 22s
Bitcoin down 20% in three months as ETF flows turn negative and crypto treasury trade unwinds 1m 0s
Strong earnings growth will continue for banks in 2026, says KBW's Christopher McGratty 4m 29s
This is a bull market with a 'lower cased b' heading into 2026, says Piper Sandler's Craig Johnson 3m 9s
Final Trade: BTC, IGV, MSTR, FCX 1m 9s
Final Trade: NVO, FCX, BA, CLF 1m 3s
Jim Beam halts production at flagship distillery for 2026 amid whiskey market slump 2m 2s
Trade Tracker: Stephanie Link buys mores Zoetis 2m 42s
I think Bitcoin will go back over 100,000: KKM Financial's Kilburg 3m 19s
Final Trade: NCNO, LION, SNAP, BMY 1m 11s
Market marches on regardless of who next Fed chair is, says Summit Global's David Harden 5m 5s
Expect markets to do well going into 2026, especially growth trade: BMO's Schleif 3m 36s
Trade Tracker: Joe Terranova sells the CBOE 3m 32s
Trade Tracker: Joe Terranova sells APA Corp 1m 46s
Loop Capital's Chukumba on Ollie's rating upgrade: Will keep benefitting from Big Lots bankruptcy 2m 12s
Favorable AI market still has 2-3 years, says Deepwater's Gene Munster 5m 7s
Gold trade in first half of 2026 will likely continue: TD Securities' Melek 3m 30s
Dan Ives: 2026 will be key period to show next stage of AI trade from software and cyber 4m 50s
LLMs will be stressed by enterprise systems, says Wedbush's Sherlund 5m 40s
'Fast Money' traders talk Micron and the AI trade comeback 4m 43s
Oracle deal with TikTok puts tech momentum back on track 4m 49s
Final Trade: AMZN, BABA, GS, GM 1m 4s
AI trade ‘is still alive and well’ despite softening economic data, says J.P. Morgan’s Meera Pandit 3m 35s
Fed setup is for accommodative bias into 2026, says Citi's Scott Chronert 2m 48s
AI trade is back on given magnitude of upside at Micron, says Silvant Capital's Sansoterra 3m 21s
Mayfield: The sign we're not in a bubble is the level of skepticism being levied at OpenAI 4m 45s
Micron relieves some pressure on the AI trade: Michael Santoli 2m 58s
FedEx shares pop on Q2 results 2m 52s
Mizuho's Jared Holz talks Insmed sinking double digits on sinus drug trial news 4m 40s
Platinum is strongest commodity in precious metals complex: Carlyle's Currie 3m 42s
AI demand is off the charts, says Bernstein's Stacy Rasgon 3m 33s
Final Trade: UPS, DELL, SNAP, BA 51s
What to know about Robinhood's new prediction market features 1m 5s
Final Trade: AEM, DXJ, COST, LION 1m 40s
'Fast Money' traders talk the pullback in the tech sector 4m 41s
Be very careful in tech sector AI trade, says Hightower's Link 4m 27s
Why Interactive Brokers’ Sosnick is cautious about the S&P’s 2026 target 3m 18s
#predicts 39 transcripts
Momentum into 2026: Mark Smith, Wells Fargo Advisors 4m 30s
Fed cut rate by June 2026 will fuel bank stocks, says RBC's Cassidy 3m 17s
If markets can get through January bumps, it looks like positive 2026: Wharton's Siegel 4m 56s
2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter 3m 29s
What AI regulation may look like in 2026 3m 55s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
Bernstein’s Stacy Rasgon on what the Nvidia–Groq deal means for the semiconductor space 4m 42s
Next year's box office will be the biggest since the pandemic, says Comscore's Paul Dergarabedian 5m 11s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
Futurum CEO Daniel Newman on report Nvidia is halting Intel's 18A tests 4m 35s
Interest rates declining favor regional banks, says Fundstrat's Tom Lee on his 2026 outlook 4m 39s
Deutsche Bank’s Brett Ryan on the disconnect between U.S. jobs data and GDP 4m 33s
Banks beat Mag 7 as rates and dealmaking lift profits: RBC’s Gerard Cassidy 5m 34s
Consumers clearly seeking discounts and promotions, says Neuberger Berman's San Marco 5m 2s
Rare disease and neural will have a big year in pharma, says Portal Innovations' John Flavin 4m 11s
Could see bigger bank mergers in first half of 2026, says UBS' Erika Najarian 5m 53s
Expect a 3-5% return in the S&P 500 in 2026, says Freedom Capital's Jay Woods 6m 19s
Takeovers, acquisitions will be extraordinary force for the bulls in 2026: Jim Cramer 1m 54s
Expect a drive towards efficiencies in AI in 2026, says Chris Kelly 5m 26s
Researcher Ed Yardeni shares his case for the 'roaring 2020s' 4m 24s
Josh Brown's 'best stocks in the market': Transports 2m 42s
Dan Ives stays bullish on Microsoft amid AI and mega-cap tech worries 4m 29s
Setup for small cap earnings growth in 2026 looks stronger, says market strategist 3m 16s
Charles Schwab’s Sonders on her outlook for 2026 4m 9s
SpaceX could be the first $500 billion IPO, says Lerer Hippeau’s Eric Hippeau 3m 37s
Gold trade in first half of 2026 will likely continue: TD Securities' Melek 3m 30s
2026 a 'unicorn' year for investors and consumers will be in control: Innovator Capital's Urbanowicz 4m 9s
Consumption growth will be biggest question for consumer goods companies, says BofA's Peter Galbo 3m 57s
Dan Ives: 2026 will be key period to show next stage of AI trade from software and cyber 4m 50s
LLMs will be stressed by enterprise systems, says Wedbush's Sherlund 5m 40s
AI trade ‘is still alive and well’ despite softening economic data, says J.P. Morgan’s Meera Pandit 3m 35s
Tariffs are showing up in core goods within CPI, says Brookings' Wendy Edelberg 4m 5s
Most diverse IPO pipeline I've seen years, says Nasdaq president Nelson Griggs 4m 28s
Markets will have a good year but still lots of angst in markets, says RBC's Lori Calvasina 5m 18s
Boring companies are going public again, strong signal for 2026 IPOs: Axios' Primack 2m 1s
#investors 39 transcripts
Crypto stocks split in 2025 as operators rally and balance-sheet plays lag 2m 22s
Mag 7 trade splinters as AI winners pull away heading into 2026 1m 49s
Opening Bell: December 29, 2025 1m 14s
Mag 7 divide could widen in 2026 as Amazon, Meta, Apple lag year-to-date 2m 44s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
Sports collectibles have been changed by photo matching, says Joopiter's Caitlin Donovan 4m 47s
Oakmark’s Bill Nygren on Salesforce: It has lagged enough for value investors like us to take a look 2m 47s
Dow and S&P 500 close at record highs 4m 16s
Mizuho's Jared Holz on why he is bullish on biotech heading into 2026 4m 30s
Opening Bell: December 23, 2025 1m 23s
Market has to broaden from megacap tech for interest rates to fall, says Smead Capital's Bill Smead 4m 48s
Takeovers, acquisitions will be extraordinary force for the bulls in 2026: Jim Cramer 1m 54s
All signs point to a pretty steady market in 2026, says Defiance ETFs' Sylvia Jablonski 30s
Data centers in space will be 'front and center' for investors in next 12-24 months: BofA's Obin 4m 33s
Citadel to return $5 billion in profit to investors 1m 2s
Barclays' Dan Levy on the road ahead for Tesla in 2026 4m 55s
AI hype resets as investors turn selective, says Morningstar’s Philip Straehl 3m 32s
Dan Ives stays bullish on Microsoft amid AI and mega-cap tech worries 4m 29s
Bitcoin falls below $89,000 as gold hits a fresh record 1m 4s
Public market investors are missing out on some of the growth of private companies: ACME's Hany Nada 4m 55s
Gold trade in first half of 2026 will likely continue: TD Securities' Melek 3m 30s
2026 a 'unicorn' year for investors and consumers will be in control: Innovator Capital's Urbanowicz 4m 9s
The consumer comeback has ignited anything related to discretionary spending, says Cramer 2m 33s
Investors should stay in the market but in unpopular places, says MAI Capital's Chris Grisanti 4m 36s
Squire: Activism should be even busier in 2026 as investors rotate back to value 4m 52s
'Fast Money' traders talk Micron and the AI trade comeback 4m 43s
Former TikTok CEO Kevin Mayer on new U.S. joint venture: I think it's a good deal 6m 30s
November CPI 'didn't satisfy us', says market researcher Jim Bianco 3m 59s
Robinhood's chief brokerage officer on its prediction markets bet 3m 58s
Underlying market trend still deserves 'benefit of the doubt', says Truist's Keith Lerner 3m 42s
Balafas: Investors are starting to get grounded about whether the bull market is sustainable 2m 24s
TikTok signs deal for sale of its U.S. unit to joint venture 2m 12s
Gensler: Extending trading around-the-clock is good for getting greater transparency 6m 10s
Opening Bell: December 18, 2025 1m 7s
Platinum is strongest commodity in precious metals complex: Carlyle's Currie 3m 42s
AI demand is off the charts, says Bernstein's Stacy Rasgon 3m 33s
Opening Bell: December 17, 2025 2m 2s
Why Interactive Brokers’ Sosnick is cautious about the S&P’s 2026 target 3m 18s
#record 39 transcripts
5 Things To Know: Friday, December 26 1m 25s
Rocket Lab CFO Adam Spice on what is ahead for the space company in 2026 5m 54s
Congressional frustration fuels record exodus 2m 40s
Tesla will have to bend over backwards to keep share price up, says The Westly Group's Steve Westly 4m 21s
Howard: Corporate profits are strong, and we're hitting the sweet spot on unemployment 4m 35s
How geopolitical tensions could impact oil prices 4m 0s
Bernstein: It's possible some price reform could be achieved for the healthcare marketplaces 6m 27s
Futurum CEO Daniel Newman on report Nvidia is halting Intel's 18A tests 4m 35s
RBC's Gerard Cassidy talks Big Banks hitting record highs 4m 26s
AAA CEO Gene Boehm: Record holiday travel 'not impacted necessarily by affordability' 4m 46s
The uptrend is still very much alive and well, says Fairlead's Katie Stockton 6m 50s
Dow and S&P 500 close at record highs 4m 16s
Opening Bell: December 24, 2025 1m 1s
Mizuho's Jared Holz on why he is bullish on biotech heading into 2026 4m 30s
5 Things To Know: December 24, 2025 2m 44s
Starbucks exec. says baristas at majority of striking locations want to return to work 1m 2s
Opening Bell: December 23, 2025 1m 23s
S&P 500 closes at record high 3m 49s
Jim Beam halts production at flagship distillery for 2026 amid whiskey market slump 2m 2s
'Fast Money' traders talk S&P 500 hitting record high 5m 17s
Researcher Ed Yardeni shares his case for the 'roaring 2020s' 4m 24s
Calls of the Day: First Solar, Live Nation, Estee Lauder, Ametek and Fedex 4m 6s
Barclays' Dan Levy on the road ahead for Tesla in 2026 4m 55s
Trade Tracker: Joe Terranova sells APA Corp 1m 46s
Bitcoin falls below $89,000 as gold hits a fresh record 1m 4s
IMAX CEO on best opening weekend of 2025 with Disney’s ‘Avatar: Fire and Ash’ 3m 57s
Options market had low correlation in 2025, says Susquehanna's Chris Murphy 3m 52s
Yields rise after latest CPI data 2m 26s
5 Things To Know: December 19, 2025 1m 6s
Wells Fargo sees upside ahead with 7,500 2026 year-end S&P 500 target, says Scott Wren 4m 34s
Elon Musk's 2018 Tesla pay package must be restored, Delaware Supreme Court rules 1m 0s
Consumer sentiment revised lower to 52.9 in December 1m 43s
November home sales struggle as supply stalls 1m 17s
Charitable giving hit an all-time record of $590B this year, says Boys & Girls Club's Lisa Anastasi 5m 2s
Accenture CEO Julie Sweet: We delivered an 'incredible' Q1, our biggest-ever in new business 2m 27s
Most diverse IPO pipeline I've seen years, says Nasdaq president Nelson Griggs 4m 28s
Micron shares spike on better-than-expected quarterly results 1m 20s
Freeport-McMoRan great way to play copper demand, says DCLA's Sethi 1m 50s
A lot of silver needed for AI and data center buildout, says Pan American Silver CEO 4m 37s
#inflation 38 transcripts
We're positioned positively for 2026, says Bespoke Investment's Hickey 4m 31s
Momentum into 2026: Mark Smith, Wells Fargo Advisors 4m 30s
How tariff inflation may help jobs 3m 15s
Why these market watchers say the AI play has yet to unfold, but inflation will still be key in 2026 6m 31s
Gold, silver strength represents flight from currencies, says Sri-Kumar Global's Komal Sri Kumar 5m 1s
RBC's Gerard Cassidy talks Big Banks hitting record highs 4m 26s
At least two more Fed cuts likely in 2026, says Moody's Mark Zandi 5m 30s
Deutsche Bank’s Brett Ryan on the disconnect between U.S. jobs data and GDP 4m 33s
Dow and S&P 500 close at record highs 4m 16s
Labor market is setting markets up for a good 2026, says Wharton's Jeremy Siegel 4m 25s
Evercore ISI’s David Palmer explains why he’s watching the casual dining space heading into 2026 2m 4s
Treasury Official Joe Lavorgna talks robust Q3 GDP numbers 4m 50s
Treasury yields rise on robust GDP growth 2m 3s
Inflation breakeven rates contracting is bullish signal for 2026: Renaissance Macro's deGraaf 4m 5s
Gold trade in first half of 2026 will likely continue: TD Securities' Melek 3m 30s
Wells Fargo: We're sticking with larger cap, midcap, US over international 4m 17s
Roth Capital’s Bill Kirk points out convenience issues behind Costco’s disappointing year 4m 27s
Paychex CEO: We see challenges in the small-end of the market 1m 36s
NY Fed Pres. John Williams: Some 'technical factors' distorted November's CPI reading downward 6m 36s
Why 'avocado and garlic' could be key AI market catalysts to watch 3m 58s
Consumer sentiment revised lower to 52.9 in December 1m 43s
It's going to be an uphill battle to convince the fed to cut rates: Apollo Global’s Torsten Slok 4m 5s
Nearly every sector in small caps expected to show improved earnings, says strategist 2m 29s
November CPI 'didn't satisfy us', says market researcher Jim Bianco 3m 59s
CPI data provided 'downwardly biased view of inflation,' says EY-Parthenon's Daco 3m 24s
Core inflation has gone sideways year-over-year in 2025, says Goldman Sachs' Hatzius 3m 30s
Mayfield: The sign we're not in a bubble is the level of skepticism being levied at OpenAI 4m 45s
Economists skeptical of latest inflation numbers 3m 33s
Underlying market trend still deserves 'benefit of the doubt', says Truist's Keith Lerner 3m 42s
Why economists are skeptical of November's CPI data 3m 10s
Pace of inflation is moderating, but speed is key question: Vanguard's Patterson 4m 22s
Tariffs are showing up in core goods within CPI, says Brookings' Wendy Edelberg 4m 5s
CPI data will leave Fed in a cutting bias, says Vanguard's Joe Davis 4m 52s
CPI comes in at 2.7% year over year 1m 58s
Stock futures jump after lighter-than-expected CPI 1m 39s
Labor market is telling us we should continue cutting rates, says Fed Governor Chris Waller 4m 44s
Freeport-McMoRan great way to play copper demand, says DCLA's Sethi 1m 50s
Probably would have argued against rate cut, says former Dallas Fed president Kaplan 4m 17s
#discusses 37 transcripts
We have backlog of unicorns valued at $3.9 trillion 'ripe to go public', says Alumni Ventures' Rippy 6m 19s
'Fast Money' traders talk the market for humanoid robots 3m 8s
Venezuela is a leading cause of instability in Western Hemisphere: MCC Global's Caruso-Cabrera 4m 44s
We see opportunity in regional bank stocks, says Citizens' Ryan 3m 29s
Sports collectibles have been changed by photo matching, says Joopiter's Caitlin Donovan 4m 47s
Reskilling from AI layoffs is the biggest challenge we're seeing: Greer Consulting's Jason Greer 4m 40s
Consumers proved to be resilient despite shortened holiday season: 5 New Digital's Michael Zakkour 5m 36s
Deutsche Bank’s Brett Ryan on the disconnect between U.S. jobs data and GDP 4m 33s
RBC Capital Markets’ Helima Croft on the impact of geopolitical tensions on oil prices 4m 2s
F/m Investments CEO on top stock picks heading into 2026 3m 19s
Consumers clearly seeking discounts and promotions, says Neuberger Berman's San Marco 5m 2s
UBS’ John Lovallo on Trump’s teased housing reform plans 2m 35s
Tesla electric doors face safety scrutiny, says Canaccord Genuity’s George Gianarikas 5m 24s
Launch of Wegovy pill is core to Novo Nordisk's growth, says Guggenheim's Seamus Fernandez 3m 51s
Jobs are harder to get and fewer are planning to buy homes or cars, says The Conference Board CEO 4m 12s
Deal backlog has been worked through and starting to see new activity, says Vito Sperduto 4m 33s
Talk of the Tape: Road ahead for the bull market 3m 57s
Trade Tracker: Stephanie Link buys mores Zoetis 2m 42s
The volatility of bitcoin has actually been coming down, says Anthony Pompliano 5m 23s
Zelman's Alan Ratner on if housing will make a comback in 2026 3m 51s
Healthcare and financials lead, says CappThesis’ Frank Cappelleri 4m 12s
How To Grow A $1 Million Portfolio 26m 53s
Public market investors are missing out on some of the growth of private companies: ACME's Hany Nada 4m 55s
Roth Capital’s Bill Kirk points out convenience issues behind Costco’s disappointing year 4m 27s
Options market had low correlation in 2025, says Susquehanna's Chris Murphy 3m 52s
How WSJ’s AI vending machine experiment turned to 'chaos' 3m 28s
North America was really good for Nike despite weak China sales, says Guggenheim's Simeon Siegel 3m 59s
Cramer’s Mad Dash: GE Vernova 2m 18s
Robinhood's chief brokerage officer on its prediction markets bet 3m 58s
USTR Jamieson Greer on EU tech fines: Number of investigations we could conduct to take action 4m 42s
Micron relieves some pressure on the AI trade: Michael Santoli 2m 58s
Blackstone CEO recollects company journey on 40-year anniversary 4m 44s
Opening Bell: December 18, 2025 1m 7s
Coursera CEO on all-stock Udemy deal: Gives us ability to meet upskilling needs 5m 18s
Cramer’s Stop Trading: Oracle 2m 20s
EP20: Yann LeCun 1h 50m 6s
Ilya Sutskever – We're moving from the age of scaling to the age of research 1h 36m 3s
#rates 34 transcripts
Jim Cramer talks the benefits of long-term investing 1m 32s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
This is a bull market with a 'lower cased b' heading into 2026, says Piper Sandler's Craig Johnson 3m 9s
Swing vote will likely go against Republicans next election cycle: National Journal's Charlie Cook 5m 0s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
Interest rates declining favor regional banks, says Fundstrat's Tom Lee on his 2026 outlook 4m 39s
Deutsche Bank’s Brett Ryan on the disconnect between U.S. jobs data and GDP 4m 33s
Banks beat Mag 7 as rates and dealmaking lift profits: RBC’s Gerard Cassidy 5m 34s
Labor market is setting markets up for a good 2026, says Wharton's Jeremy Siegel 4m 25s
UBS’ John Lovallo on Trump’s teased housing reform plans 2m 35s
U.S. economy grows by 4.3% in third quarter, much more than expected, delayed report shows 3m 49s
Industrial production increased in November 1m 15s
Market has to broaden from megacap tech for interest rates to fall, says Smead Capital's Bill Smead 4m 48s
The bulls would feel better if the 10-year fell below 4% and stayed there: Jim Cramer 2m 31s
I think Bitcoin will go back over 100,000: KKM Financial's Kilburg 3m 19s
Freight Recession Nearing an End? Truck Capacity Signals Tighten 1m 18s
Inflation breakeven rates contracting is bullish signal for 2026: Renaissance Macro's deGraaf 4m 5s
'I don't think there's any hurry,' says former Dallas Fed President Fisher on rate decision 4m 59s
Gold trade in first half of 2026 will likely continue: TD Securities' Melek 3m 30s
Paychex CEO: We see challenges in the small-end of the market 1m 36s
Lightning Round: StubHub is losing too much money, says Cramer 2m 28s
NY Fed Pres. John Williams: Some 'technical factors' distorted November's CPI reading downward 6m 36s
Yields rise after latest CPI data 2m 26s
Squire: Activism should be even busier in 2026 as investors rotate back to value 4m 52s
5 Things To Know: December 19, 2025 1m 6s
The Wrap-Up for Friday, December 19 1m 50s
Fed chair candidate Waller had 'strong interview' as Pres. Trump narrows shortlist to four 6m 4s
It's going to be an uphill battle to convince the fed to cut rates: Apollo Global’s Torsten Slok 4m 5s
November CPI 'didn't satisfy us', says market researcher Jim Bianco 3m 59s
Tariffs are showing up in core goods within CPI, says Brookings' Wendy Edelberg 4m 5s
CPI data will leave Fed in a cutting bias, says Vanguard's Joe Davis 4m 52s
Most diverse IPO pipeline I've seen years, says Nasdaq president Nelson Griggs 4m 28s
Labor market is telling us we should continue cutting rates, says Fed Governor Chris Waller 4m 44s
Restaurant business has been 'hit or miss' this year, says CMR's Cameron Mitchell 4m 54s
#noting 34 transcripts
We see opportunity in regional bank stocks, says Citizens' Ryan 3m 29s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
Nike is going to get its act together, says Jefferies' Randy Konik 4m 20s
Government tailwinds are baked into stocks, says DCLA's Sarat Sethi 4m 21s
Sports collectibles have been changed by photo matching, says Joopiter's Caitlin Donovan 4m 47s
Swing vote will likely go against Republicans next election cycle: National Journal's Charlie Cook 5m 0s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
Bernstein: It's possible some price reform could be achieved for the healthcare marketplaces 6m 27s
Oakmark’s Bill Nygren on Salesforce: It has lagged enough for value investors like us to take a look 2m 47s
RBC Capital Markets’ Helima Croft on the impact of geopolitical tensions on oil prices 4m 2s
Everything at Nike isn't fixed but North America business is good, says Guggenheim's Siegel 5m 7s
Launch of Wegovy pill is core to Novo Nordisk's growth, says Guggenheim's Seamus Fernandez 3m 51s
Baird's Colin Sebastian on Meta: Margins, investments are concerns but look further ahead 3m 43s
Treasury yields rise on robust GDP growth 2m 3s
No recession ahead, strong breadth supports continued gains: Carson Group’s Detrick 5m 8s
Trade Tracker: Stephanie Link buys mores Zoetis 2m 42s
Zelman's Alan Ratner on if housing will make a comback in 2026 3m 51s
Tim Seymour: Copper markets have a deficit dynamic with really tight supply 4m 36s
There's industrial momentum going into 2026, says Strategas' Chris Verrone 5m 49s
Public market investors are missing out on some of the growth of private companies: ACME's Hany Nada 4m 55s
2026 a 'unicorn' year for investors and consumers will be in control: Innovator Capital's Urbanowicz 4m 9s
NY Fed Pres. John Williams: Some 'technical factors' distorted November's CPI reading downward 6m 36s
It's going to be an uphill battle to convince the fed to cut rates: Apollo Global’s Torsten Slok 4m 5s
AI trade ‘is still alive and well’ despite softening economic data, says J.P. Morgan’s Meera Pandit 3m 35s
AI trade is back on given magnitude of upside at Micron, says Silvant Capital's Sansoterra 3m 21s
Final Trades: Intuitive Surgical, Dick’s Sporting Goods and Toast Inc 34s
Tariffs are showing up in core goods within CPI, says Brookings' Wendy Edelberg 4m 5s
Gensler: Extending trading around-the-clock is good for getting greater transparency 6m 10s
USTR Jamieson Greer on EU tech fines: Number of investigations we could conduct to take action 4m 42s
Opening Bell: December 18, 2025 1m 7s
Platinum is strongest commodity in precious metals complex: Carlyle's Currie 3m 42s
Stock futures jump after lighter-than-expected CPI 1m 39s
Paramount just didn't measure up to Netflix on its bid: Warner Bros. chairman Samuel Di Piazza 3m 59s
Luxury consumer can not continue to bail out the overall economy, says BCA's Doug Peta 5m 26s
#global 33 transcripts
China Beige Book's Shehzad Qazi talks the outlook for China in 2026 4m 37s
We have backlog of unicorns valued at $3.9 trillion 'ripe to go public', says Alumni Ventures' Rippy 6m 19s
Venezuela is a leading cause of instability in Western Hemisphere: MCC Global's Caruso-Cabrera 4m 44s
The Wrap-Up for Monday December 29 1m 46s
AI beyond chatbots in 2026: Stanford Computer Science’s Jure Leskovec 5m 39s
Year-end market rally fueled by fear of missing out on AI, says Man Group's Rowe 4m 37s
Rocket Lab CFO Adam Spice on what is ahead for the space company in 2026 5m 54s
Gold, silver strength represents flight from currencies, says Sri-Kumar Global's Komal Sri Kumar 5m 1s
Sports collectibles have been changed by photo matching, says Joopiter's Caitlin Donovan 4m 47s
AI story is no longer an equity story, says Apollo Global’s Torsten Slok 2m 36s
RBC Capital Markets’ Helima Croft on the impact of geopolitical tensions on oil prices 4m 2s
Former UK Treasury Minister Jim O’Neill on his expectations for global markets in 2026 3m 5s
No recession ahead, strong breadth supports continued gains: Carson Group’s Detrick 5m 8s
U.S. oil production continues to surprise to the upside despite lower prices, says Daan Struyven 4m 42s
Barclays' Dan Levy on the road ahead for Tesla in 2026 4m 55s
Market marches on regardless of who next Fed chair is, says Summit Global's David Harden 5m 5s
Josh Brown's 'best stocks in the market': Transports 2m 42s
Trump administration wants stability in Western Hemisphere, says MCC Global Enterprises CEO 3m 29s
Inflation breakeven rates contracting is bullish signal for 2026: Renaissance Macro's deGraaf 4m 5s
U.S. tanker seizures target Maduro oil lifeline, MCC Global’s Michelle Caruso-Cabrera 3m 30s
Oil market prices show just how much supply is out there, says Sankey Research's Paul Sankey 4m 52s
There's industrial momentum going into 2026, says Strategas' Chris Verrone 5m 49s
Why 'avocado and garlic' could be key AI market catalysts to watch 3m 58s
Yields rise after latest CPI data 2m 26s
It's going to be an uphill battle to convince the fed to cut rates: Apollo Global’s Torsten Slok 4m 5s
November CPI 'didn't satisfy us', says market researcher Jim Bianco 3m 59s
Gensler: Extending trading around-the-clock is good for getting greater transparency 6m 10s
China Lens: China's AI toy boom 3m 37s
Oil market is significantly oversupplied, says CIBC's Rebecca Babin 5m 20s
Google working on initiative to challenge Nvidia's software advantage 3m 17s
Value of gold as potential monetary hedge has reemerged, says First Eagle's McLennan 3m 25s
Coursera CEO on all-stock Udemy deal: Gives us ability to meet upskilling needs 5m 18s
A lot of silver needed for AI and data center buildout, says Pan American Silver CEO 4m 37s
#jim 33 transcripts
Jim Cramer talks the benefits of long-term investing 1m 32s
Jim Cramer says you want to pick stocks that meet two criteria 1m 45s
Opening Bell: December 23, 2025 1m 23s
Former UK Treasury Minister Jim O’Neill on his expectations for global markets in 2026 3m 5s
Jim Beam halts production at flagship distillery for 2026 amid whiskey market slump 2m 2s
Takeovers, acquisitions will be extraordinary force for the bulls in 2026: Jim Cramer 1m 54s
The bulls would feel better if the 10-year fell below 4% and stayed there: Jim Cramer 2m 31s
Lightning Round: I think you should own Rubrik, says Cramer 3m 59s
Cramer’s Stop Trading: Warner Bros Discovery 1m 27s
Markets must hit 14% earnings growth forecast in 2026, says Jim Cramer 6m 51s
Cramer’s Stop Trading: Molson Coors 1m 37s
Opening Bell: December 22, 2025 2m 12s
Cramer's Mad Dash: Agnico Eagle Mines 1m 4s
The consumer comeback has ignited anything related to discretionary spending, says Cramer 2m 33s
Lightning Round: StubHub is losing too much money, says Cramer 2m 28s
Lightning Round: Don't get involved in any 'year of magical investing' stock: Jim Cramer 4m 36s
FedEx is the heartbeat of the industrial economy, says CEO Raj Subramaniam 1m 38s
Cramer's Mad Dash: Wells Fargo 2m 59s
Cramer’s Stop Trading: Boeing 1m 31s
Opening Bell: December 19, 2025 2m 12s
Today's consumer spending rally couldn't come at a better time, says Jim Cramer 2m 10s
Cramer’s Mad Dash: GE Vernova 2m 18s
November CPI 'didn't satisfy us', says market researcher Jim Bianco 3m 59s
Medline's IPO was the largest we've seen in over four years, says Jim Cramer 1m 42s
Cramer’s Stop Trading: PayPal 1m 4s
Lightning Round: I would buy M&T Bank tomorrow morning, says Jim Cramer 6m 29s
Jim Cramer uses past lessons to prepare you for what to come 2m 23s
'Squawk on the Street' marks 20 years 3m 14s
Opening Bell: December 18, 2025 1m 7s
Stock futures jump after lighter-than-expected CPI 1m 39s
Medline CEO on IPO: This is the right time for us to expand our voice 4m 31s
Cramer’s Stop Trading: Oracle 2m 20s
Cramer's Mad Dash: Apple 2m 10s
#highlights 33 transcripts
We have backlog of unicorns valued at $3.9 trillion 'ripe to go public', says Alumni Ventures' Rippy 6m 19s
AI beyond chatbots in 2026: Stanford Computer Science’s Jure Leskovec 5m 39s
Strong earnings growth will continue for banks in 2026, says KBW's Christopher McGratty 4m 29s
Rocket Lab CFO Adam Spice on what is ahead for the space company in 2026 5m 54s
Long-term market path 'continues to be up', says Hightower's Michael Farr 4m 51s
Tesla will have to bend over backwards to keep share price up, says The Westly Group's Steve Westly 4m 21s
Sports collectibles have been changed by photo matching, says Joopiter's Caitlin Donovan 4m 47s
Futurum CEO Daniel Newman on report Nvidia is halting Intel's 18A tests 4m 35s
Oakmark’s Bill Nygren on Salesforce: It has lagged enough for value investors like us to take a look 2m 47s
Everything at Nike isn't fixed but North America business is good, says Guggenheim's Siegel 5m 7s
TD Cowen's Oliver Chen shares his top retail picks for 2026 4m 55s
Labor market is setting markets up for a good 2026, says Wharton's Jeremy Siegel 4m 25s
Evercore ISI’s David Palmer explains why he’s watching the casual dining space heading into 2026 2m 4s
Baird's Colin Sebastian on Meta: Margins, investments are concerns but look further ahead 3m 43s
Reindustrialization fuels multi-year growth beyond tech: Thompson Research CEO 5m 12s
The volatility of bitcoin has actually been coming down, says Anthony Pompliano 5m 23s
Tim Seymour: Copper markets have a deficit dynamic with really tight supply 4m 36s
Warner Bros. Discovery battle shows value of premium content, says Lionsgate's Burns 4m 31s
Waymo service resumes after errors cause issues in San Francisco 1m 50s
Waymo resumes robotaxi service in San Francisco after weekend chaos 3m 53s
There's industrial momentum going into 2026, says Strategas' Chris Verrone 5m 49s
The consumer comeback has ignited anything related to discretionary spending, says Cramer 2m 33s
Lightning Round: StubHub is losing too much money, says Cramer 2m 28s
Wells Fargo sees upside ahead with 7,500 2026 year-end S&P 500 target, says Scott Wren 4m 34s
Fed chair candidate Waller had 'strong interview' as Pres. Trump narrows shortlist to four 6m 4s
Opening Bell: December 19, 2025 2m 12s
Nike shares slide on Q2 results despite beat on earnings and revenue 3m 45s
Pace of inflation is moderating, but speed is key question: Vanguard's Patterson 4m 22s
Final Trades: Intuitive Surgical, Dick’s Sporting Goods and Toast Inc 34s
Blackstone CEO recollects company journey on 40-year anniversary 4m 44s
Platinum is strongest commodity in precious metals complex: Carlyle's Currie 3m 42s
Super Mario Bros. and Minecraft are the trendiest toys now: The Toy Insider's Marissa Silva 5m 3s
Final Trade: AEM, DXJ, COST, LION 1m 40s
#warns 32 transcripts
Former Assistant AG Kanter on the non-exclusive licensing agreement in the Nvidia-Groq deal 4m 42s
Israel’s Netanyahu to meet with Trump to discuss Gaza peace plan and Iran: Here’s what to expect 3m 38s
Year-end market rally fueled by fear of missing out on AI, says Man Group's Rowe 4m 37s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Gold, silver strength represents flight from currencies, says Sri-Kumar Global's Komal Sri Kumar 5m 1s
AI story is no longer an equity story, says Apollo Global’s Torsten Slok 2m 36s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Dow and S&P 500 close at record highs 4m 16s
A lot of fiscal tailwind coming but it's not all in one direction, says TD Cowen's Chris Krueger 4m 58s
CNBC's Mike Santoli on market drivers in the new year 1m 3s
Fully valued market needs fundamentals as leadership broadens, says Citi’s Drew Pettit 3m 41s
Lightning Round: I think you should own Rubrik, says Cramer 3m 59s
Talk of the Tape: Road ahead for the bull market 3m 57s
Researcher Ed Yardeni shares his case for the 'roaring 2020s' 4m 24s
Zervos: Labor market weakness is becoming a serious concern 5m 25s
Cramer’s Stop Trading: Molson Coors 1m 37s
AI hype resets as investors turn selective, says Morningstar’s Philip Straehl 3m 32s
SpaceX could be the first $500 billion IPO, says Lerer Hippeau’s Eric Hippeau 3m 37s
Gold trade in first half of 2026 will likely continue: TD Securities' Melek 3m 30s
Lightning Round: Don't get involved in any 'year of magical investing' stock: Jim Cramer 4m 36s
It's going to be an uphill battle to convince the fed to cut rates: Apollo Global’s Torsten Slok 4m 5s
Fed setup is for accommodative bias into 2026, says Citi's Scott Chronert 2m 48s
Cramer’s Mad Dash: GE Vernova 2m 18s
November CPI 'didn't satisfy us', says market researcher Jim Bianco 3m 59s
AI demand increasing, productivity increases are real: Partners Group's Amoroso 3m 29s
Gen Digital CEO on rising role of AI in data breaches 4m 46s
Tariffs are showing up in core goods within CPI, says Brookings' Wendy Edelberg 4m 5s
Cramer’s Stop Trading: PayPal 1m 4s
Jim Cramer uses past lessons to prepare you for what to come 2m 23s
Stock futures jump after lighter-than-expected CPI 1m 39s
What Robinhood's prediction markets push means for fintech industry 3m 35s
Luxury consumer can not continue to bail out the overall economy, says BCA's Doug Peta 5m 26s
#sees 31 transcripts
Momentum into 2026: Mark Smith, Wells Fargo Advisors 4m 30s
GDP surprise, AI-driven growth ahead: Silvercrest’s Robert Teeter 4m 2s
Strong earnings growth will continue for banks in 2026, says KBW's Christopher McGratty 4m 29s
Market breadth gives us more confidence for 2026 performance, says US Bank's Tom Hainlin 3m 53s
The uptrend is still very much alive and well, says Fairlead's Katie Stockton 6m 50s
Mizuho's Jared Holz on why he is bullish on biotech heading into 2026 4m 30s
This is a stock pickers market, don't abandon tech, says Capital Wealth's Kevin Simpson 3m 37s
Fully valued market needs fundamentals as leadership broadens, says Citi’s Drew Pettit 3m 41s
Tim Seymour talks his 2026 'MIGA' play 2m 18s
AI hype resets as investors turn selective, says Morningstar’s Philip Straehl 3m 32s
Healthcare and financials lead, says CappThesis’ Frank Cappelleri 4m 12s
Inflation breakeven rates contracting is bullish signal for 2026: Renaissance Macro's deGraaf 4m 5s
Japan's economy is normalizing, says Neuberger's Okamura 4m 4s
Charles Schwab’s Sonders on her outlook for 2026 4m 9s
SpaceX could be the first $500 billion IPO, says Lerer Hippeau’s Eric Hippeau 3m 37s
Roth Capital’s Bill Kirk points out convenience issues behind Costco’s disappointing year 4m 27s
Why KBW's McGratty says Citi will be the top Big Bank performer of 2026 4m 37s
Final Trades: Toast, Uber, the XLB and the XBI 48s
Rosa: It was a good quarter, but the second-half guide raised real questions 5m 49s
Dan Ives: 2026 will be key period to show next stage of AI trade from software and cyber 4m 50s
Wells Fargo sees upside ahead with 7,500 2026 year-end S&P 500 target, says Scott Wren 4m 34s
This year's biotech laggards primed for 2026 recovery, says Goldman Sachs' Richter 3m 36s
Final Trade: AMZN, BABA, GS, GM 1m 4s
Underlying market trend still deserves 'benefit of the doubt', says Truist's Keith Lerner 3m 42s
Market is broadening out so expect to see new highs before year end: Carson Group's Detrick 3m 49s
There is a base case of positive returns for 2026, says Edward Jones’ Mona Mahajan 2m 22s
'Fast Money' traders react to Nike earnings 3m 37s
Stock futures jump after lighter-than-expected CPI 1m 39s
Final Trades: Abbvie Inc, Microsoft, Netflix and Twilio Inc 19s
What Robinhood's prediction markets push means for fintech industry 3m 35s
Robinhood expands prediction market features with NFL parlays and prop bets 3m 56s
#cuts 31 transcripts
Momentum into 2026: Mark Smith, Wells Fargo Advisors 4m 30s
GDP surprise, AI-driven growth ahead: Silvercrest’s Robert Teeter 4m 2s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
IPOs will have a good year in 2026 with rate cuts and private company backlog: Saga Ventures' Nguyen 4m 55s
Gold, silver strength represents flight from currencies, says Sri-Kumar Global's Komal Sri Kumar 5m 1s
Howard: Corporate profits are strong, and we're hitting the sweet spot on unemployment 4m 35s
Bernstein: It's possible some price reform could be achieved for the healthcare marketplaces 6m 27s
At least two more Fed cuts likely in 2026, says Moody's Mark Zandi 5m 30s
Strong GDP and Fed pressure set market tension: Claris’s Lee Baker 3m 11s
Banks beat Mag 7 as rates and dealmaking lift profits: RBC’s Gerard Cassidy 5m 34s
Dow and S&P 500 close at record highs 4m 16s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
UBS’ John Lovallo on Trump’s teased housing reform plans 2m 35s
Treasury Official Joe Lavorgna talks robust Q3 GDP numbers 4m 50s
There's certainly a lot of bifurcation going on in consumer spending, says Visa's Michael Brown 3m 23s
U.S. oil production continues to surprise to the upside despite lower prices, says Daan Struyven 4m 42s
Reindustrialization fuels multi-year growth beyond tech: Thompson Research CEO 5m 12s
Tim Seymour talks his 2026 'MIGA' play 2m 18s
Bitcoin falls below $89,000 as gold hits a fresh record 1m 4s
2026 a 'unicorn' year for investors and consumers will be in control: Innovator Capital's Urbanowicz 4m 9s
NY Fed Pres. John Williams: Some 'technical factors' distorted November's CPI reading downward 6m 36s
It's going to be an uphill battle to convince the fed to cut rates: Apollo Global’s Torsten Slok 4m 5s
Core inflation has gone sideways year-over-year in 2025, says Goldman Sachs' Hatzius 3m 30s
Underlying market trend still deserves 'benefit of the doubt', says Truist's Keith Lerner 3m 42s
Why economists are skeptical of November's CPI data 3m 10s
Pace of inflation is moderating, but speed is key question: Vanguard's Patterson 4m 22s
Oil market is significantly oversupplied, says CIBC's Rebecca Babin 5m 20s
Labor market is telling us we should continue cutting rates, says Fed Governor Chris Waller 4m 44s
Akoner: The rotation from mega-cap tech into small caps and cyclicals is underway 6m 1s
Probably would have argued against rate cut, says former Dallas Fed president Kaplan 4m 17s
#rally 30 transcripts
Crypto stocks split in 2025 as operators rally and balance-sheet plays lag 2m 22s
Momentum into 2026: Mark Smith, Wells Fargo Advisors 4m 30s
Year-end market rally fueled by fear of missing out on AI, says Man Group's Rowe 4m 37s
We see opportunity in regional bank stocks, says Citizens' Ryan 3m 29s
This is a bull market with a 'lower cased b' heading into 2026, says Piper Sandler's Craig Johnson 3m 9s
'Fast Money' traders talk gold and silver hitting all time highs 5m 48s
Gold, silver strength represents flight from currencies, says Sri-Kumar Global's Komal Sri Kumar 5m 1s
Interest rates declining favor regional banks, says Fundstrat's Tom Lee on his 2026 outlook 4m 39s
Strong GDP and Fed pressure set market tension: Claris’s Lee Baker 3m 11s
Opening Bell: December 24, 2025 1m 1s
Mizuho's Jared Holz on why he is bullish on biotech heading into 2026 4m 30s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
Precious metals rally on supply deficits: Sprott’s ETF director Schoffstall 4m 58s
No recession ahead, strong breadth supports continued gains: Carson Group’s Detrick 5m 8s
Fully valued market needs fundamentals as leadership broadens, says Citi’s Drew Pettit 3m 41s
I think Bitcoin will go back over 100,000: KKM Financial's Kilburg 3m 19s
Expect markets to do well going into 2026, especially growth trade: BMO's Schleif 3m 36s
Trade Tracker: Joe Terranova sells APA Corp 1m 46s
Inflation breakeven rates contracting is bullish signal for 2026: Renaissance Macro's deGraaf 4m 5s
Opening Bell: December 22, 2025 2m 12s
Final Trades: Toast, Uber, the XLB and the XBI 48s
Why 'avocado and garlic' could be key AI market catalysts to watch 3m 58s
Dan Ives: 2026 will be key period to show next stage of AI trade from software and cyber 4m 50s
Stoltzfus: U.S. assets still win on innovation, transparency, and governance 3m 59s
'Fast Money' traders talk Micron and the AI trade comeback 4m 43s
Today's consumer spending rally couldn't come at a better time, says Jim Cramer 2m 10s
Nearly every sector in small caps expected to show improved earnings, says strategist 2m 29s
There is a base case of positive returns for 2026, says Edward Jones’ Mona Mahajan 2m 22s
Opening Bell: December 17, 2025 2m 2s
A lot of silver needed for AI and data center buildout, says Pan American Silver CEO 4m 37s
#value 30 transcripts
Meta adds $18 billion in value on report of $2 billion Manus acquisition 1m 29s
What is ahead for restaurant stocks in 2026 3m 35s
We have backlog of unicorns valued at $3.9 trillion 'ripe to go public', says Alumni Ventures' Rippy 6m 19s
'Fast Money' traders talk the market for humanoid robots 3m 8s
Year-end market rally fueled by fear of missing out on AI, says Man Group's Rowe 4m 37s
Why these market watchers say the AI play has yet to unfold, but inflation will still be key in 2026 6m 31s
Squawk Pod: Holiday gratitude & happiness with Arthur Brooks - 12/26/25 | Audio Only
'Fast Money' traders talk gold and silver hitting all time highs 5m 48s
How geopolitical tensions could impact oil prices 4m 0s
Consumers proved to be resilient despite shortened holiday season: 5 New Digital's Michael Zakkour 5m 36s
Farley: AI isn’t taking jobs. People are choosing to replace humans with AI 5m 24s
Oakmark’s Bill Nygren on Salesforce: It has lagged enough for value investors like us to take a look 2m 47s
Consumers clearly seeking discounts and promotions, says Neuberger Berman's San Marco 5m 2s
Evercore ISI’s David Palmer explains why he’s watching the casual dining space heading into 2026 2m 4s
Trump administration to start garnishing wages of student loan defaulters in January 1m 11s
'Fast Money' traders on Netflix, Paramount shares amid WBD bidding war 5m 1s
AI hype resets as investors turn selective, says Morningstar’s Philip Straehl 3m 32s
Warner Bros. Discovery battle shows value of premium content, says Lionsgate's Burns 4m 31s
Roth Capital’s Bill Kirk points out convenience issues behind Costco’s disappointing year 4m 27s
Why KBW's McGratty says Citi will be the top Big Bank performer of 2026 4m 37s
OpenAI seeks funding at $830B valuation 1m 22s
Investors should stay in the market but in unpopular places, says MAI Capital's Chris Grisanti 4m 36s
Squire: Activism should be even busier in 2026 as investors rotate back to value 4m 52s
CNBC ranks the 75 most valuable college athletic programs 4m 6s
I'd be a buyer of Nike on a day like today, says Neuberger Berman's Kevin McCarthy 4m 55s
Final Trades: Intuitive Surgical, Dick’s Sporting Goods and Toast Inc 34s
Warner Bros. bid process as clean and thorough as anyone can want, says Evercore's Roger Altman 4m 13s
Certainty of cable network spin off is a big plus for Netflix in WBD deal: Lightshed's Greenfield 5m 0s
Medline CEO on IPO: This is the right time for us to expand our voice 4m 31s
Value of gold as potential monetary hedge has reemerged, says First Eagle's McLennan 3m 25s
#consumer 29 transcripts
China Beige Book's Shehzad Qazi talks the outlook for China in 2026 4m 37s
What AI regulation may look like in 2026 3m 55s
Why these market watchers say the AI play has yet to unfold, but inflation will still be key in 2026 6m 31s
Market breadth gives us more confidence for 2026 performance, says US Bank's Tom Hainlin 3m 53s
Jan Kniffen explains why he's a big fan of Dick’s Sporting Goods 4m 35s
Everything at Nike isn't fixed but North America business is good, says Guggenheim's Siegel 5m 7s
Launch of Wegovy pill is core to Novo Nordisk's growth, says Guggenheim's Seamus Fernandez 3m 51s
Evercore ISI’s David Palmer explains why he’s watching the casual dining space heading into 2026 2m 4s
Treasury yields rise on robust GDP growth 2m 3s
There's certainly a lot of bifurcation going on in consumer spending, says Visa's Michael Brown 3m 23s
Jobs are harder to get and fewer are planning to buy homes or cars, says The Conference Board CEO 4m 12s
'Fast Money' traders talk S&P 500 hitting record high 5m 17s
Trump administration to start garnishing wages of student loan defaulters in January 1m 11s
December consumer confidence disappoints at 89.1, below the 91.0 estimate 1m 59s
AI hype resets as investors turn selective, says Morningstar’s Philip Straehl 3m 32s
Loop Capital's Chukumba on Ollie's rating upgrade: Will keep benefitting from Big Lots bankruptcy 2m 12s
2026 a 'unicorn' year for investors and consumers will be in control: Innovator Capital's Urbanowicz 4m 9s
The consumer comeback has ignited anything related to discretionary spending, says Cramer 2m 33s
Consumption growth will be biggest question for consumer goods companies, says BofA's Peter Galbo 3m 57s
Yields rise after latest CPI data 2m 26s
Consumer sentiment revised lower to 52.9 in December 1m 43s
AI trade ‘is still alive and well’ despite softening economic data, says J.P. Morgan’s Meera Pandit 3m 35s
Opening Bell: December 19, 2025 2m 12s
Today's consumer spending rally couldn't come at a better time, says Jim Cramer 2m 10s
There is a base case of positive returns for 2026, says Edward Jones’ Mona Mahajan 2m 22s
Restaurant business has been 'hit or miss' this year, says CMR's Cameron Mitchell 4m 54s
Luxury consumer can not continue to bail out the overall economy, says BCA's Doug Peta 5m 26s
Akoner: The rotation from mega-cap tech into small caps and cyclicals is underway 6m 1s
Regulators will see our deal for Warner Bros. as pro consumer, says Netflix co-CEO Greg Peters 5m 13s
#cramer 29 transcripts
Jim Cramer talks the benefits of long-term investing 1m 32s
Jim Cramer says you want to pick stocks that meet two criteria 1m 45s
Opening Bell: December 23, 2025 1m 23s
Takeovers, acquisitions will be extraordinary force for the bulls in 2026: Jim Cramer 1m 54s
The bulls would feel better if the 10-year fell below 4% and stayed there: Jim Cramer 2m 31s
Lightning Round: I think you should own Rubrik, says Cramer 3m 59s
Cramer’s Stop Trading: Warner Bros Discovery 1m 27s
Markets must hit 14% earnings growth forecast in 2026, says Jim Cramer 6m 51s
Cramer’s Stop Trading: Molson Coors 1m 37s
Opening Bell: December 22, 2025 2m 12s
Cramer's Mad Dash: Agnico Eagle Mines 1m 4s
The consumer comeback has ignited anything related to discretionary spending, says Cramer 2m 33s
Lightning Round: StubHub is losing too much money, says Cramer 2m 28s
Lightning Round: Don't get involved in any 'year of magical investing' stock: Jim Cramer 4m 36s
FedEx is the heartbeat of the industrial economy, says CEO Raj Subramaniam 1m 38s
Cramer's Mad Dash: Wells Fargo 2m 59s
Cramer’s Stop Trading: Boeing 1m 31s
Opening Bell: December 19, 2025 2m 12s
Today's consumer spending rally couldn't come at a better time, says Jim Cramer 2m 10s
Cramer’s Mad Dash: GE Vernova 2m 18s
Medline's IPO was the largest we've seen in over four years, says Jim Cramer 1m 42s
Cramer’s Stop Trading: PayPal 1m 4s
Lightning Round: I would buy M&T Bank tomorrow morning, says Jim Cramer 6m 29s
Jim Cramer uses past lessons to prepare you for what to come 2m 23s
'Squawk on the Street' marks 20 years 3m 14s
Opening Bell: December 18, 2025 1m 7s
Stock futures jump after lighter-than-expected CPI 1m 39s
Cramer’s Stop Trading: Oracle 2m 20s
Cramer's Mad Dash: Apple 2m 10s
#economy 28 transcripts
China Beige Book's Shehzad Qazi talks the outlook for China in 2026 4m 37s
We're positioned positively for 2026, says Bespoke Investment's Hickey 4m 31s
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
Squawk Pod: Holiday gratitude & happiness with Arthur Brooks - 12/26/25 | Audio Only
Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch 3m 39s
AI story is no longer an equity story, says Apollo Global’s Torsten Slok 2m 36s
Consumers proved to be resilient despite shortened holiday season: 5 New Digital's Michael Zakkour 5m 36s
At least two more Fed cuts likely in 2026, says Moody's Mark Zandi 5m 30s
TD Cowen's Oliver Chen shares his top retail picks for 2026 4m 55s
Economy is currently supercharging the productivity story, says Jefferies' David Zervos 4m 17s
U.S. economy grows by 4.3% in third quarter, much more than expected, delayed report shows 3m 49s
Treasury Official Joe Lavorgna talks robust Q3 GDP numbers 4m 50s
Market has to broaden from megacap tech for interest rates to fall, says Smead Capital's Bill Smead 4m 48s
No recession ahead, strong breadth supports continued gains: Carson Group’s Detrick 5m 8s
Jobs are harder to get and fewer are planning to buy homes or cars, says The Conference Board CEO 4m 12s
Researcher Ed Yardeni shares his case for the 'roaring 2020s' 4m 24s
Market marches on regardless of who next Fed chair is, says Summit Global's David Harden 5m 5s
Japan's economy is normalizing, says Neuberger's Okamura 4m 4s
There's industrial momentum going into 2026, says Strategas' Chris Verrone 5m 49s
Nike has to 'reset the playbook' on products, says Jefferies' Randy Konik 4m 43s
FedEx is the heartbeat of the industrial economy, says CEO Raj Subramaniam 1m 38s
Staying away from Nike as it remains in price discovery mode, says KKM Financial's Jeff Kilburg 4m 44s
AI trade ‘is still alive and well’ despite softening economic data, says J.P. Morgan’s Meera Pandit 3m 35s
Opening Bell: December 19, 2025 2m 12s
Pace of inflation is moderating, but speed is key question: Vanguard's Patterson 4m 22s
CPI data will leave Fed in a cutting bias, says Vanguard's Joe Davis 4m 52s
CPI comes in at 2.7% year over year 1m 58s
Luxury consumer can not continue to bail out the overall economy, says BCA's Doug Peta 5m 26s
#gold 28 transcripts
Momentum into 2026: Mark Smith, Wells Fargo Advisors 4m 30s
Year-end market rally fueled by fear of missing out on AI, says Man Group's Rowe 4m 37s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
5 Things To Know: Friday, December 26 1m 25s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
This is a bull market with a 'lower cased b' heading into 2026, says Piper Sandler's Craig Johnson 3m 9s
Final Trade: BTC, IGV, MSTR, FCX 1m 9s
'Fast Money' traders talk gold and silver hitting all time highs 5m 48s
Gold, silver strength represents flight from currencies, says Sri-Kumar Global's Komal Sri Kumar 5m 1s
Howard: Corporate profits are strong, and we're hitting the sweet spot on unemployment 4m 35s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
5 Things To Know: December 24, 2025 2m 44s
This is a stock pickers market, don't abandon tech, says Capital Wealth's Kevin Simpson 3m 37s
Opening Bell: December 23, 2025 1m 23s
Precious metals rally on supply deficits: Sprott’s ETF director Schoffstall 4m 58s
U.S. oil production continues to surprise to the upside despite lower prices, says Daan Struyven 4m 42s
Tim Seymour: Copper markets have a deficit dynamic with really tight supply 4m 36s
Trade Tracker: Joe Terranova sells APA Corp 1m 46s
U.S. tanker seizures target Maduro oil lifeline, MCC Global’s Michelle Caruso-Cabrera 3m 30s
Bitcoin falls below $89,000 as gold hits a fresh record 1m 4s
Gold trade in first half of 2026 will likely continue: TD Securities' Melek 3m 30s
Cramer's Mad Dash: Agnico Eagle Mines 1m 4s
Platinum is strongest commodity in precious metals complex: Carlyle's Currie 3m 42s
Value of gold as potential monetary hedge has reemerged, says First Eagle's McLennan 3m 25s
Final Trade: AEM, DXJ, COST, LION 1m 40s
Freeport-McMoRan great way to play copper demand, says DCLA's Sethi 1m 50s
#company 28 transcripts
'Fast Money' traders talk the market for humanoid robots 3m 8s
Former IBM chairman and CEO Louis Gerstner dies at 83 1m 48s
AI beyond chatbots in 2026: Stanford Computer Science’s Jure Leskovec 5m 39s
Strategy’s new cash reserve signals a defensive turn for bitcoin’s top proxy 1m 49s
Rocket Lab CFO Adam Spice on what is ahead for the space company in 2026 5m 54s
IPOs will have a good year in 2026 with rate cuts and private company backlog: Saga Ventures' Nguyen 4m 55s
Tesla will have to bend over backwards to keep share price up, says The Westly Group's Steve Westly 4m 21s
Strong GDP and Fed pressure set market tension: Claris’s Lee Baker 3m 11s
ServiceNow CEO Bill McDermott on buying cybersecurity startup Armis for $7.75 billion 3m 31s
Alphabet to acquire data center and energy infrastructure company Intersect 1m 1s
Bill Ackman suggests Elon Musk take SpaceX public by merging it with Ackman's acquisition company 1m 55s
Warner Bros. Discovery battle shows value of premium content, says Lionsgate's Burns 4m 31s
IMAX CEO on best opening weekend of 2025 with Disney’s ‘Avatar: Fire and Ash’ 3m 57s
OpenAI seeks funding at $830B valuation 1m 22s
FedEx is the heartbeat of the industrial economy, says CEO Raj Subramaniam 1m 38s
OpenAI seeking to raise up to $100B at valuation as high as $830B: WSJ 2m 13s
Cramer’s Stop Trading: Boeing 1m 31s
Trump Media and Tae Technologies agree to merge in all-stock transaction valued at $6B 1m 15s
Gen Digital CEO on rising role of AI in data breaches 4m 46s
OpenAI aiming to raise as much as $100 billion, valuing it around $830 billion, according to WSJ 5m 0s
Blackstone CEO recollects company journey on 40-year anniversary 4m 44s
Here’s why Susquehanna raised its price target on Micron to $345 2m 37s
Trump Media announces $6 billion merger with fusion company, sending shares higher 3m 21s
Medline CEO on IPO: This is the right time for us to expand our voice 4m 31s
Micron shares spike on better-than-expected quarterly results 1m 20s
Coursera CEO on all-stock Udemy deal: Gives us ability to meet upskilling needs 5m 18s
Paramount just didn't measure up to Netflix on its bid: Warner Bros. chairman Samuel Di Piazza 3m 59s
Restaurant business has been 'hit or miss' this year, says CMR's Cameron Mitchell 4m 54s
#prices 28 transcripts
Lululemon founder Chip Wilson launches proxy fight to remake board of directors 4m 3s
Opening Bell: December 29, 2025 1m 14s
Strategy’s new cash reserve signals a defensive turn for bitcoin’s top proxy 1m 49s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
Tariffs are increasing prices are dragging American manufacturing: Cato Institute's Scott Lincicome 4m 3s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
How geopolitical tensions could impact oil prices 4m 0s
AI story is no longer an equity story, says Apollo Global’s Torsten Slok 2m 36s
AAA CEO Gene Boehm: Record holiday travel 'not impacted necessarily by affordability' 4m 46s
A lot of demand for steak but not the supply hence higher prices, says Stew Leonard's CEO 4m 6s
RBC Capital Markets’ Helima Croft on the impact of geopolitical tensions on oil prices 4m 2s
'Perfect storm' for a flight to quality in metals like silver, says G Squared's Victoria Greene 4m 51s
Labor market is setting markets up for a good 2026, says Wharton's Jeremy Siegel 4m 25s
Jobs are harder to get and fewer are planning to buy homes or cars, says The Conference Board CEO 4m 12s
U.S. oil production continues to surprise to the upside despite lower prices, says Daan Struyven 4m 42s
Zelman's Alan Ratner on if housing will make a comback in 2026 3m 51s
Zervos: Labor market weakness is becoming a serious concern 5m 25s
U.S. tanker seizures target Maduro oil lifeline, MCC Global’s Michelle Caruso-Cabrera 3m 30s
Oil market prices show just how much supply is out there, says Sankey Research's Paul Sankey 4m 52s
Consumption growth will be biggest question for consumer goods companies, says BofA's Peter Galbo 3m 57s
Mayfield: The sign we're not in a bubble is the level of skepticism being levied at OpenAI 4m 45s
Pethokoukis: President Trump missed the mark on big issues Americans are most concerned about 4m 22s
Tariffs are showing up in core goods within CPI, says Brookings' Wendy Edelberg 4m 5s
AI demand is off the charts, says Bernstein's Stacy Rasgon 3m 33s
Oil market is significantly oversupplied, says CIBC's Rebecca Babin 5m 20s
Stock futures jump after lighter-than-expected CPI 1m 39s
What U.S. supply chain data shows about the holiday season retail winners and losers: CNBC survey 2m 10s
A lot of silver needed for AI and data center buildout, says Pan American Silver CEO 4m 37s
#trump 28 transcripts
Two-state solution still 'very, very long-shot proposition,' says Brookings' O'Hanlon 3m 39s
Israel’s Netanyahu to meet with Trump to discuss Gaza peace plan and Iran: Here’s what to expect 3m 38s
Trump has negotiated better U.S. trade deals but tariffs do worry me, says Stephen Moore 4m 22s
Trump, Netanyahu to meet in Florida for crucial talks on Iran and Gaza 2m 37s
5 Things To Know: Friday, December 26 1m 25s
Swing vote will likely go against Republicans next election cycle: National Journal's Charlie Cook 5m 0s
Bernstein: It's possible some price reform could be achieved for the healthcare marketplaces 6m 27s
UBS’ John Lovallo on Trump’s teased housing reform plans 2m 35s
Trump administration to start garnishing wages of student loan defaulters in January 1m 11s
Trump administration wants stability in Western Hemisphere, says MCC Global Enterprises CEO 3m 29s
The Fed chair endgame: Here's what to know 4m 49s
California to enact AI safety rules on January 1: Here's what to know 2m 50s
Trump signs executive order to reschedule cannabis. Here’s what’s next 2m 33s
Oracle deal with TikTok puts tech momentum back on track 4m 49s
The Wrap-Up for Friday, December 19 1m 50s
Fed chair candidate Waller had 'strong interview' as Pres. Trump narrows shortlist to four 6m 4s
CMS to launch pilot program giving some seniors on Medicare access to CBD: Officials 1m 2s
Trump Media and Tae Technologies agree to merge in all-stock transaction valued at $6B 1m 15s
Lot of opportunity across energy space, says Cohen & Steers' Rosenlicht 3m 2s
Pethokoukis: President Trump missed the mark on big issues Americans are most concerned about 4m 22s
President Trump signs executive order to reclassify marijuana, easing federal restrictions 1m 0s
President Trump comments on Chris Waller following Fed chair interview 2m 36s
Trump Media announces $6 billion merger with fusion company, sending shares higher 3m 21s
The Wrap-Up for Wednesday, December 17 2m 3s
Fed's Waller: Will 'absolutely' emphasize importance of the central bank's independence to Trump 2m 52s
How U.S. takes action on Venezuelan oil tankers is key, says RBC's Croft 3m 1s
Russia no longer a competitive threat to U.S. but an issue for Europe, says CFR's Michael Froman 4m 58s
5 Things To Know: December 17 1m 17s
#earnings 28 transcripts
Jim Cramer talks the benefits of long-term investing 1m 32s
GDP surprise, AI-driven growth ahead: Silvercrest’s Robert Teeter 4m 2s
Strong earnings growth will continue for banks in 2026, says KBW's Christopher McGratty 4m 29s
Fundamentals are confirming the recent price advance in stocks, says CFRA's Sam Stovall 4m 32s
Opening Bell: December 24, 2025 1m 1s
Talk of the Tape: Road ahead for the bull market 3m 57s
Markets must hit 14% earnings growth forecast in 2026, says Jim Cramer 6m 51s
Oppenheimer's Brian Nagel shares his bull case for Nike 4m 47s
Market marches on regardless of who next Fed chair is, says Summit Global's David Harden 5m 5s
Expect markets to do well going into 2026, especially growth trade: BMO's Schleif 3m 36s
Expect double-digit EPS growth in 2026, says Hightower's Stephanie Link 4m 38s
Setup for small cap earnings growth in 2026 looks stronger, says market strategist 3m 16s
2026 a 'unicorn' year for investors and consumers will be in control: Innovator Capital's Urbanowicz 4m 9s
Big dynamics in markets are still favorable for risk, says Goldman's Tony Pasquariello 4m 0s
What to know about Nike's road ahead in China 2m 35s
This year's biotech laggards primed for 2026 recovery, says Goldman Sachs' Richter 3m 36s
Simpson: Micron’s earnings were impossible to ignore, with demand exceeding supply 4m 2s
Our outlook for 2026 is more of a reset, says Sanctuary Wealth's Mary Ann Bartels 4m 37s
Fed setup is for accommodative bias into 2026, says Citi's Scott Chronert 2m 48s
Nearly every sector in small caps expected to show improved earnings, says strategist 2m 29s
Nike shares slide on Q2 results despite beat on earnings and revenue 3m 45s
Underlying market trend still deserves 'benefit of the doubt', says Truist's Keith Lerner 3m 42s
There is a base case of positive returns for 2026, says Edward Jones’ Mona Mahajan 2m 22s
'Fast Money' traders react to Nike earnings 3m 37s
Micron shares spike on better-than-expected quarterly results 1m 20s
Dow on track for 8th straight positive month, longest monthly win streak since January 2018 1m 8s
Markets will have a good year but still lots of angst in markets, says RBC's Lori Calvasina 5m 18s
Akoner: The rotation from mega-cap tech into small caps and cyclicals is underway 6m 1s
#deal 27 transcripts
Meta adds $18 billion in value on report of $2 billion Manus acquisition 1m 29s
Former Assistant AG Kanter on the non-exclusive licensing agreement in the Nvidia-Groq deal 4m 42s
Nvidia lands ex-Google AI chip architect in $20 billion Groq deal 1m 8s
Nvidia strikes Groq deal to bolster inference and ease memory bottlenecks 1m 41s
Nvidia lands ex-Google AI chip architect in $20 billion Groq deal 1m 8s
5 Things To Know: Friday, December 26 1m 25s
Bernstein’s Stacy Rasgon on what the Nvidia–Groq deal means for the semiconductor space 4m 42s
Nvidia strikes $20B deal to license assets, hire executives from AI chip startup Groq 3m 5s
Deal backlog has been worked through and starting to see new activity, says Vito Sperduto 4m 33s
Don't think Paramount's amended WBD bid will get it over the goal line, says Seaport's David Joyce 3m 33s
Trump administration to start garnishing wages of student loan defaulters in January 1m 11s
Alphabet to acquire data center and energy infrastructure company Intersect 1m 1s
5 Things To Know: December 22, 2025 1m 26s
Final Trades: Live Nation, Walt Disney, Alibaba and Amcor PLC 20s
Oracle deal with TikTok puts tech momentum back on track 4m 49s
Former TikTok CEO Kevin Mayer on new U.S. joint venture: I think it's a good deal 6m 30s
TikTok deal is great for both national security and Oracle, says Intelligent Alpha's Doug Clinton 5m 24s
TikTok signs joint venture to create TikTok USDS Joint Venture 2m 6s
Trump Media and Tae Technologies agree to merge in all-stock transaction valued at $6B 1m 15s
TikTok signs deal for sale of its U.S. unit to joint venture 2m 12s
Jim Cramer uses past lessons to prepare you for what to come 2m 23s
Hut 8 CEO on Anthropic, Fluidstack AI data center deal backed by Google 3m 25s
Opening Bell: December 17, 2025 2m 2s
Certainty of cable network spin off is a big plus for Netflix in WBD deal: Lightshed's Greenfield 5m 0s
Amazon in talks to invest $10 billion or more in OpenAI 2m 53s
Coursera CEO on all-stock Udemy deal: Gives us ability to meet upskilling needs 5m 18s
Regulators will see our deal for Warner Bros. as pro consumer, says Netflix co-CEO Greg Peters 5m 13s
#capital 27 transcripts
We see opportunity in regional bank stocks, says Citizens' Ryan 3m 29s
Howard: Corporate profits are strong, and we're hitting the sweet spot on unemployment 4m 35s
Growth forecasts continue to be moderate if not better than that, says Stanford's Jared Bernstein 4m 50s
How geopolitical tensions could impact oil prices 4m 0s
Banks beat Mag 7 as rates and dealmaking lift profits: RBC’s Gerard Cassidy 5m 34s
RBC Capital Markets’ Helima Croft on the impact of geopolitical tensions on oil prices 4m 2s
Could see bigger bank mergers in first half of 2026, says UBS' Erika Najarian 5m 53s
U.S. economy grows by 4.3% in third quarter, much more than expected, delayed report shows 3m 49s
This is a stock pickers market, don't abandon tech, says Capital Wealth's Kevin Simpson 3m 37s
S&P 500 closes at record high 3m 49s
Expect a 3-5% return in the S&P 500 in 2026, says Freedom Capital's Jay Woods 6m 19s
Market has to broaden from megacap tech for interest rates to fall, says Smead Capital's Bill Smead 4m 48s
Lightning Round: I think you should own Rubrik, says Cramer 3m 59s
Citadel to return $5 billion in profit to investors 1m 2s
Loop Capital's Chukumba on Ollie's rating upgrade: Will keep benefitting from Big Lots bankruptcy 2m 12s
Paramount's new bid gives Warner Bros. more certainty on financing, says Wolfe's Peter Supino 3m 54s
Public market investors are missing out on some of the growth of private companies: ACME's Hany Nada 4m 55s
Roth Capital’s Bill Kirk points out convenience issues behind Costco’s disappointing year 4m 27s
Why KBW's McGratty says Citi will be the top Big Bank performer of 2026 4m 37s
2026 a 'unicorn' year for investors and consumers will be in control: Innovator Capital's Urbanowicz 4m 9s
Investors should stay in the market but in unpopular places, says MAI Capital's Chris Grisanti 4m 36s
Squire: Activism should be even busier in 2026 as investors rotate back to value 4m 52s
CNBC ranks the 75 most valuable college athletic programs 4m 6s
AI trade is back on given magnitude of upside at Micron, says Silvant Capital's Sansoterra 3m 21s
Opening Bell: December 17, 2025 2m 2s
Blue Owl decided not to pursue Oracle’s $10 billion Michigan data center, source familiar 2m 37s
Why hyperscalers may try to exit leases earlier than expected 2m 18s
#costs 26 transcripts
Mag 7 trade splinters as AI winners pull away heading into 2026 1m 49s
AI beyond chatbots in 2026: Stanford Computer Science’s Jure Leskovec 5m 39s
How tariff inflation may help jobs 3m 15s
What AI regulation may look like in 2026 3m 55s
Latest Intel-Nvidia news does not change much, says Cantor Fitzgerald's C.J. Muse 4m 26s
Data centers in space will be 'front and center' for investors in next 12-24 months: BofA's Obin 4m 33s
Dr. Ashish Jha talks Novo Nordisk getting approval for Wegovy pill 3m 1s
Trump administration to start garnishing wages of student loan defaulters in January 1m 11s
Oppenheimer's Brian Nagel shares his bull case for Nike 4m 47s
Zelman's Alan Ratner on if housing will make a comback in 2026 3m 51s
U.S. tanker seizures target Maduro oil lifeline, MCC Global’s Michelle Caruso-Cabrera 3m 30s
Oil market prices show just how much supply is out there, says Sankey Research's Paul Sankey 4m 52s
Paychex CEO: We see challenges in the small-end of the market 1m 36s
Rosa: It was a good quarter, but the second-half guide raised real questions 5m 49s
Christmas shopping rush: Here's a look at the final retail push 2m 51s
Economists skeptical of latest inflation numbers 3m 33s
OpenAI aiming to raise as much as $100 billion, valuing it around $830 billion, according to WSJ 5m 0s
Obesity pill race heats up 2m 15s
CPI comes in at 2.7% year over year 1m 58s
ACA extension has no chance of making it through the Senate, says Sen. James Lankford 4m 52s
Stock futures jump after lighter-than-expected CPI 1m 39s
Google working on initiative to challenge Nvidia's software advantage 3m 17s
Blue Owl decided not to pursue Oracle’s $10 billion Michigan data center, source familiar 2m 37s
Lawmakers force vote on Affordable Care Act credits, overriding speaker Johnson 2m 40s
Amazon in talks to invest $10 billion or more in OpenAI 2m 53s
House Speaker Mike Johnson on upcoming GOP health care vote 6m 18s
#hit 26 transcripts
Mag 7 divide could widen in 2026 as Amazon, Meta, Apple lag year-to-date 2m 44s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
5 Things To Know: Friday, December 26 1m 25s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Initial jobless claims come in at 214,000 for the week of December 20 2m 9s
5 Things To Know: December 24, 2025 2m 44s
U.S. economy grows by 4.3% in third quarter, much more than expected, delayed report shows 3m 49s
Industrial production increased in November 1m 15s
Tesla electric doors face safety scrutiny, says Canaccord Genuity’s George Gianarikas 5m 24s
The bulls would feel better if the 10-year fell below 4% and stayed there: Jim Cramer 2m 31s
Markets must hit 14% earnings growth forecast in 2026, says Jim Cramer 6m 51s
'Fast Money' traders talk S&P 500 hitting record high 5m 17s
Tim Seymour: Copper markets have a deficit dynamic with really tight supply 4m 36s
Trade Tracker: Joe Terranova sells APA Corp 1m 46s
Gold trade in first half of 2026 will likely continue: TD Securities' Melek 3m 30s
Yields rise after latest CPI data 2m 26s
5 Things To Know: December 19, 2025 1m 6s
CNBC ranks the 75 most valuable college athletic programs 4m 6s
Charitable giving hit an all-time record of $590B this year, says Boys & Girls Club's Lisa Anastasi 5m 2s
CPI comes in at 2.7% year over year 1m 58s
Micron shares spike on better-than-expected quarterly results 1m 20s
Freeport-McMoRan great way to play copper demand, says DCLA's Sethi 1m 50s
Restaurant business has been 'hit or miss' this year, says CMR's Cameron Mitchell 4m 54s
Probably would have argued against rate cut, says former Dallas Fed president Kaplan 4m 17s
#his 25 transcripts
Meta moves to distance Manus from China links following acquisition 2m 14s
Nike CEO Elliott Hill bought 16,388 Nike shares on Monday according to SEC filing 3m 13s
Former IBM chairman and CEO Louis Gerstner dies at 83 1m 48s
AI beyond chatbots in 2026: Stanford Computer Science’s Jure Leskovec 5m 39s
This is a bull market with a 'lower cased b' heading into 2026, says Piper Sandler's Craig Johnson 3m 9s
Interest rates declining favor regional banks, says Fundstrat's Tom Lee on his 2026 outlook 4m 39s
Strong GDP and Fed pressure set market tension: Claris’s Lee Baker 3m 11s
TD Cowen's Oliver Chen shares his top retail picks for 2026 4m 55s
Former UK Treasury Minister Jim O’Neill on his expectations for global markets in 2026 3m 5s
The bulls would feel better if the 10-year fell below 4% and stayed there: Jim Cramer 2m 31s
Fully valued market needs fundamentals as leadership broadens, says Citi’s Drew Pettit 3m 41s
Cramer’s Stop Trading: Warner Bros Discovery 1m 27s
Markets must hit 14% earnings growth forecast in 2026, says Jim Cramer 6m 51s
Researcher Ed Yardeni shares his case for the 'roaring 2020s' 4m 24s
Oppenheimer's Brian Nagel shares his bull case for Nike 4m 47s
Tim Seymour talks his 2026 'MIGA' play 2m 18s
Zervos: Labor market weakness is becoming a serious concern 5m 25s
How To Grow A $1 Million Portfolio 26m 53s
Final Trades: Live Nation, Walt Disney, Alibaba and Amcor PLC 20s
Why baseball star Tatsuya Imai wants to dodge the Dodgers 4m 14s
LVMH CEO Bernard Arnault receives leadership award at Yale CEO Summit 5m 36s
The Atlantic CEO Nicholas Thompson on his new book, 'The Running Ground' 4m 2s
Paramount just didn't measure up to Netflix on its bid: Warner Bros. chairman Samuel Di Piazza 3m 59s
EP20: Yann LeCun 1h 50m 6s
Sam Altman – OpenAI Founder Reveals His Writing System 47m 19s
#next 25 transcripts
Momentum into 2026: Mark Smith, Wells Fargo Advisors 4m 30s
If markets can get through January bumps, it looks like positive 2026: Wharton's Siegel 4m 56s
2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter 3m 29s
What AI regulation may look like in 2026 3m 55s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Next year's box office will be the biggest since the pandemic, says Comscore's Paul Dergarabedian 5m 11s
Congressional frustration fuels record exodus 2m 40s
Swing vote will likely go against Republicans next election cycle: National Journal's Charlie Cook 5m 0s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Interest rates declining favor regional banks, says Fundstrat's Tom Lee on his 2026 outlook 4m 39s
Novo Nordisk is still worried about revenue growth next year despite obesity pill: BMO's Seigerman 4m 22s
AI IPO boom next year? The changing 2026 IPO landscape 2m 53s
There's certainly a lot of bifurcation going on in consumer spending, says Visa's Michael Brown 3m 23s
Data centers in space will be 'front and center' for investors in next 12-24 months: BofA's Obin 4m 33s
Researcher Ed Yardeni shares his case for the 'roaring 2020s' 4m 24s
Citadel to return $5 billion in profit to investors 1m 2s
Market marches on regardless of who next Fed chair is, says Summit Global's David Harden 5m 5s
The Fed chair endgame: Here's what to know 4m 49s
Trump signs executive order to reschedule cannabis. Here’s what’s next 2m 33s
Bertha Coombs retires from CNBC after more than two decades 2m 38s
Dan Ives: 2026 will be key period to show next stage of AI trade from software and cyber 4m 50s
Our outlook for 2026 is more of a reset, says Sanctuary Wealth's Mary Ann Bartels 4m 37s
Market is broadening out so expect to see new highs before year end: Carson Group's Detrick 3m 49s
Crypto regulation pushed to 2026 1m 31s
Robinhood expands prediction markets as event trading becomes the next retail battleground 1m 18s
#lower 25 transcripts
AI beyond chatbots in 2026: Stanford Computer Science’s Jure Leskovec 5m 39s
This is a bull market with a 'lower cased b' heading into 2026, says Piper Sandler's Craig Johnson 3m 9s
AI story is no longer an equity story, says Apollo Global’s Torsten Slok 2m 36s
AAA CEO Gene Boehm: Record holiday travel 'not impacted necessarily by affordability' 4m 46s
The uptrend is still very much alive and well, says Fairlead's Katie Stockton 6m 50s
Interest rates declining favor regional banks, says Fundstrat's Tom Lee on his 2026 outlook 4m 39s
Labor market is setting markets up for a good 2026, says Wharton's Jeremy Siegel 4m 25s
UBS’ John Lovallo on Trump’s teased housing reform plans 2m 35s
Market has to broaden from megacap tech for interest rates to fall, says Smead Capital's Bill Smead 4m 48s
All signs point to a pretty steady market in 2026, says Defiance ETFs' Sylvia Jablonski 30s
U.S. oil production continues to surprise to the upside despite lower prices, says Daan Struyven 4m 42s
Zervos: Labor market weakness is becoming a serious concern 5m 25s
I think Bitcoin will go back over 100,000: KKM Financial's Kilburg 3m 19s
Tim Seymour: Copper markets have a deficit dynamic with really tight supply 4m 36s
U.S. tanker seizures target Maduro oil lifeline, MCC Global’s Michelle Caruso-Cabrera 3m 30s
Gold trade in first half of 2026 will likely continue: TD Securities' Melek 3m 30s
Squire: Activism should be even busier in 2026 as investors rotate back to value 4m 52s
Elon Musk's 2018 Tesla pay package must be restored, Delaware Supreme Court rules 1m 0s
Consumer sentiment revised lower to 52.9 in December 1m 43s
Robinhood's chief brokerage officer on its prediction markets bet 3m 58s
Tariffs are showing up in core goods within CPI, says Brookings' Wendy Edelberg 4m 5s
Obesity pill race heats up 2m 15s
Gensler: Extending trading around-the-clock is good for getting greater transparency 6m 10s
What Robinhood's prediction markets push means for fintech industry 3m 35s
House Speaker Mike Johnson on upcoming GOP health care vote 6m 18s
#nvidia 24 transcripts
Former Assistant AG Kanter on the non-exclusive licensing agreement in the Nvidia-Groq deal 4m 42s
Insider Action: Multimillion-dollar sell-offs across major U.S. companies 1m 7s
Mag 7 divide could widen in 2026 as Amazon, Meta, Apple lag year-to-date 2m 44s
Nvidia lands ex-Google AI chip architect in $20 billion Groq deal 1m 8s
Nvidia strikes Groq deal to bolster inference and ease memory bottlenecks 1m 41s
Nvidia lands ex-Google AI chip architect in $20 billion Groq deal 1m 8s
Bernstein’s Stacy Rasgon on what the Nvidia–Groq deal means for the semiconductor space 4m 42s
Nvidia strikes $20B deal to license assets, hire executives from AI chip startup Groq 3m 5s
Futurum CEO Daniel Newman on report Nvidia is halting Intel's 18A tests 4m 35s
F/m Investments CEO on top stock picks heading into 2026 3m 19s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
Latest Intel-Nvidia news does not change much, says Cantor Fitzgerald's C.J. Muse 4m 26s
Final Trades: Melrose, Exxon, Semis and the INDA 30s
Dan Ives stays bullish on Microsoft amid AI and mega-cap tech worries 4m 29s
Favorable AI market still has 2-3 years, says Deepwater's Gene Munster 5m 7s
5 Things To Know: December 19, 2025 1m 6s
The Wrap-Up for Friday, December 19 1m 50s
AI trade is back on given magnitude of upside at Micron, says Silvant Capital's Sansoterra 3m 21s
Google's chip challenge to Nvidia 1m 48s
Here’s why Susquehanna raised its price target on Micron to $345 2m 37s
Google working on initiative to challenge Nvidia's software advantage 3m 17s
'Fast Money' traders talk the pullback in the tech sector 4m 41s
Dow on track for 8th straight positive month, longest monthly win streak since January 2018 1m 8s
Amazon in talks to invest $10 billion or more in OpenAI 2m 53s
#focus 24 transcripts
What is ahead for restaurant stocks in 2026 3m 35s
'Fast Money' traders talk the market for humanoid robots 3m 8s
Congress sets agenda for 2026 2m 53s
Israel’s Netanyahu to meet with Trump to discuss Gaza peace plan and Iran: Here’s what to expect 3m 38s
2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter 3m 29s
Jim Cramer says you want to pick stocks that meet two criteria 1m 45s
Mag 7 divide could widen in 2026 as Amazon, Meta, Apple lag year-to-date 2m 44s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Reskilling from AI layoffs is the biggest challenge we're seeing: Greer Consulting's Jason Greer 4m 40s
Latest Intel-Nvidia news does not change much, says Cantor Fitzgerald's C.J. Muse 4m 26s
Expect markets to do well going into 2026, especially growth trade: BMO's Schleif 3m 36s
Waymo service resumes after errors cause issues in San Francisco 1m 50s
2026 a 'unicorn' year for investors and consumers will be in control: Innovator Capital's Urbanowicz 4m 9s
FedEx is the heartbeat of the industrial economy, says CEO Raj Subramaniam 1m 38s
Why 'avocado and garlic' could be key AI market catalysts to watch 3m 58s
What to know about Nike's road ahead in China 2m 35s
Fed chair candidate Waller had 'strong interview' as Pres. Trump narrows shortlist to four 6m 4s
Balafas: Investors are starting to get grounded about whether the bull market is sustainable 2m 24s
CPI data will leave Fed in a cutting bias, says Vanguard's Joe Davis 4m 52s
Warner Bros. Discovery tells shareholders to reject Paramount offer, recommends Netflix merger 3m 59s
How U.S. takes action on Venezuelan oil tankers is key, says RBC's Croft 3m 1s
Be very careful in tech sector AI trade, says Hightower's Link 4m 27s
Russia no longer a competitive threat to U.S. but an issue for Europe, says CFR's Michael Froman 4m 58s
#energy 24 transcripts
After Buffett: Greg Abel’s Berkshire test, says R360’s Barbara Goodstein 5m 50s
Opening Bell: December 29, 2025 1m 14s
What AI regulation may look like in 2026 3m 55s
Off the Charts: Crude oil under pressure 2m 59s
Pethokoukis: There's not much appetite in Congress to directly slow down the AI boom 3m 58s
Tesla will have to bend over backwards to keep share price up, says The Westly Group's Steve Westly 4m 21s
Off the Charts: Crude oil under pressure 2m 59s
How geopolitical tensions could impact oil prices 4m 0s
Interest rates declining favor regional banks, says Fundstrat's Tom Lee on his 2026 outlook 4m 39s
RBC Capital Markets’ Helima Croft on the impact of geopolitical tensions on oil prices 4m 2s
Precious metals rally on supply deficits: Sprott’s ETF director Schoffstall 4m 58s
Deal backlog has been worked through and starting to see new activity, says Vito Sperduto 4m 33s
Data centers in space will be 'front and center' for investors in next 12-24 months: BofA's Obin 4m 33s
U.S. oil production continues to surprise to the upside despite lower prices, says Daan Struyven 4m 42s
Alphabet to acquire data center and energy infrastructure company Intersect 1m 1s
U.S. tanker seizures target Maduro oil lifeline, MCC Global’s Michelle Caruso-Cabrera 3m 30s
Oil market prices show just how much supply is out there, says Sankey Research's Paul Sankey 4m 52s
Trump Media and Tae Technologies agree to merge in all-stock transaction valued at $6B 1m 15s
Lot of opportunity across energy space, says Cohen & Steers' Rosenlicht 3m 2s
House passes bill that would help advance AI data center buildout 1m 1s
Trump Media announces $6 billion merger with fusion company, sending shares higher 3m 21s
Hut 8 CEO on Anthropic, Fluidstack AI data center deal backed by Google 3m 25s
Property Play: A new red flag in the date center buildout 3m 13s
'This is a huge opportunity' to fuel reactors sooner and faster, says Oklo's CEO 3m 49s
#price 24 transcripts
What is ahead for restaurant stocks in 2026 3m 35s
Consumers are spending like they have money because they do, says Jan Kniffen 4m 11s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Expect bitcoin to hit a new all-time high in 2026, says Swan Bitcoin CEO 3m 21s
Tesla will have to bend over backwards to keep share price up, says The Westly Group's Steve Westly 4m 21s
Bernstein: It's possible some price reform could be achieved for the healthcare marketplaces 6m 27s
Fundamentals are confirming the recent price advance in stocks, says CFRA's Sam Stovall 4m 32s
Holiday shoppers pay up as promotions fade: SW Retail’s Stacey Widlitz 5m 6s
U.S. economy grows by 4.3% in third quarter, much more than expected, delayed report shows 3m 49s
Takeovers, acquisitions will be extraordinary force for the bulls in 2026: Jim Cramer 1m 54s
Oppenheimer's Brian Nagel shares his bull case for Nike 4m 47s
Consumption growth will be biggest question for consumer goods companies, says BofA's Peter Galbo 3m 57s
Squire: Activism should be even busier in 2026 as investors rotate back to value 4m 52s
Cramer’s Stop Trading: Boeing 1m 31s
Staying away from Nike as it remains in price discovery mode, says KKM Financial's Jeff Kilburg 4m 44s
November home sales struggle as supply stalls 1m 17s
Mizuho's Jared Holz talks Insmed sinking double digits on sinus drug trial news 4m 40s
Here’s why Susquehanna raised its price target on Micron to $345 2m 37s
Super Mario Bros. and Minecraft are the trendiest toys now: The Toy Insider's Marissa Silva 5m 3s
Final Trade: AEM, DXJ, COST, LION 1m 40s
'Fast Money' traders talk the pullback in the tech sector 4m 41s
Restaurant business has been 'hit or miss' this year, says CMR's Cameron Mitchell 4m 54s
Medline opens at $35, above IPO price of $29 1m 48s
Cramer's Mad Dash: Apple 2m 10s
#rising 24 transcripts
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
FedWatch's Ben Emons forecasts gradual Fed rate cuts in 2026 5m 7s
Why these market watchers say the AI play has yet to unfold, but inflation will still be key in 2026 6m 31s
At least two more Fed cuts likely in 2026, says Moody's Mark Zandi 5m 30s
Latest Intel-Nvidia news does not change much, says Cantor Fitzgerald's C.J. Muse 4m 26s
Opening Bell: December 23, 2025 1m 23s
Precious metals rally on supply deficits: Sprott’s ETF director Schoffstall 4m 58s
The bulls would feel better if the 10-year fell below 4% and stayed there: Jim Cramer 2m 31s
Trump administration to start garnishing wages of student loan defaulters in January 1m 11s
Setup for small cap earnings growth in 2026 looks stronger, says market strategist 3m 16s
Why KBW's McGratty says Citi will be the top Big Bank performer of 2026 4m 37s
Stoltzfus: U.S. assets still win on innovation, transparency, and governance 3m 59s
Yields rise after latest CPI data 2m 26s
Balafas: Investors are starting to get grounded about whether the bull market is sustainable 2m 24s
Gen Digital CEO on rising role of AI in data breaches 4m 46s
President Trump signs executive order to reclassify marijuana, easing federal restrictions 1m 0s
ACA extension has no chance of making it through the Senate, says Sen. James Lankford 4m 52s
Stock futures jump after lighter-than-expected CPI 1m 39s
What U.S. supply chain data shows about the holiday season retail winners and losers: CNBC survey 2m 10s
Blue Owl decided not to pursue Oracle’s $10 billion Michigan data center, source familiar 2m 37s
'Fast Money' traders talk the pullback in the tech sector 4m 41s
Options Action: Volatility on the rise 3m 30s
A lot of silver needed for AI and data center buildout, says Pan American Silver CEO 4m 37s
House Speaker Mike Johnson on upcoming GOP health care vote 6m 18s
#picks 23 transcripts
Final Trade: SERV, BA, KWEB, HAL 1m 15s
Strong earnings growth will continue for banks in 2026, says KBW's Christopher McGratty 4m 29s
Market breadth gives us more confidence for 2026 performance, says US Bank's Tom Hainlin 3m 53s
Final Trade: BTC, IGV, MSTR, FCX 1m 9s
F/m Investments CEO on top stock picks heading into 2026 3m 19s
Consumers clearly seeking discounts and promotions, says Neuberger Berman's San Marco 5m 2s
'Perfect storm' for a flight to quality in metals like silver, says G Squared's Victoria Greene 4m 51s
Could see bigger bank mergers in first half of 2026, says UBS' Erika Najarian 5m 53s
Walmart's upside is still very significant, says former Walmart U.S. CEO Bill Simon 4m 34s
TD Cowen's Oliver Chen shares his top retail picks for 2026 4m 55s
Final Trades: Melrose, Exxon, Semis and the INDA 30s
Final Trade: NVO, FCX, BA, CLF 1m 3s
JPMorgan's Steve Tusa talks industrials outlook for 2026 5m 30s
Calls of the Day: First Solar, Live Nation, Estee Lauder, Ametek and Fedex 4m 6s
Reindustrialization fuels multi-year growth beyond tech: Thompson Research CEO 5m 12s
Final Trade: NCNO, LION, SNAP, BMY 1m 11s
Consumption growth will be biggest question for consumer goods companies, says BofA's Peter Galbo 3m 57s
This year's biotech laggards primed for 2026 recovery, says Goldman Sachs' Richter 3m 36s
Final Trade: AMZN, BABA, GS, GM 1m 4s
Today's consumer spending rally couldn't come at a better time, says Jim Cramer 2m 10s
Final Trades: Intuitive Surgical, Dick’s Sporting Goods and Toast Inc 34s
Final Trade: UPS, DELL, SNAP, BA 51s
Final Trades: Abbvie Inc, Microsoft, Netflix and Twilio Inc 19s
#analyst 23 transcripts
Bernstein’s Stacy Rasgon on what the Nvidia–Groq deal means for the semiconductor space 4m 42s
Nike is going to get its act together, says Jefferies' Randy Konik 4m 20s
Next year's box office will be the biggest since the pandemic, says Comscore's Paul Dergarabedian 5m 11s
Oracle’s success will be directly tied to OpenAI’s financial strength, says Jefferies’ Brent Thill 4m 32s
Everything at Nike isn't fixed but North America business is good, says Guggenheim's Siegel 5m 7s
Could see bigger bank mergers in first half of 2026, says UBS' Erika Najarian 5m 53s
UBS’ John Lovallo on Trump’s teased housing reform plans 2m 35s
Tesla electric doors face safety scrutiny, says Canaccord Genuity’s George Gianarikas 5m 24s
Baird's Colin Sebastian on Meta: Margins, investments are concerns but look further ahead 3m 43s
Data centers in space will be 'front and center' for investors in next 12-24 months: BofA's Obin 4m 33s
JPMorgan's Steve Tusa talks industrials outlook for 2026 5m 30s
Don't think Paramount's amended WBD bid will get it over the goal line, says Seaport's David Joyce 3m 33s
Oppenheimer's Brian Nagel shares his bull case for Nike 4m 47s
Barclays' Dan Levy on the road ahead for Tesla in 2026 4m 55s
Setup for small cap earnings growth in 2026 looks stronger, says market strategist 3m 16s
Oil market prices show just how much supply is out there, says Sankey Research's Paul Sankey 4m 52s
Nike has to 'reset the playbook' on products, says Jefferies' Randy Konik 4m 43s
Rosa: It was a good quarter, but the second-half guide raised real questions 5m 49s
Dan Ives: 2026 will be key period to show next stage of AI trade from software and cyber 4m 50s
Apple faces risk from memory cost spike in 2026: MoffettNathanson's Moffett 4m 34s
FedEx shares pop on Q2 results 2m 52s
Truist's David Smith on the bull case for Robinhood 2m 52s
Micron shares spike on better-than-expected quarterly results 1m 20s
#tax 22 transcripts
Congress sets agenda for 2026 2m 53s
AI story is no longer an equity story, says Apollo Global’s Torsten Slok 2m 36s
Deutsche Bank’s Brett Ryan on the disconnect between U.S. jobs data and GDP 4m 33s
Consumers clearly seeking discounts and promotions, says Neuberger Berman's San Marco 5m 2s
5 Things To Know: December 24, 2025 2m 44s
Labor market is setting markets up for a good 2026, says Wharton's Jeremy Siegel 4m 25s
Evercore ISI’s David Palmer explains why he’s watching the casual dining space heading into 2026 2m 4s
Treasury Official Joe Lavorgna talks robust Q3 GDP numbers 4m 50s
A lot of fiscal tailwind coming but it's not all in one direction, says TD Cowen's Chris Krueger 4m 58s
CNBC's Mike Santoli on market drivers in the new year 1m 3s
There's certainly a lot of bifurcation going on in consumer spending, says Visa's Michael Brown 3m 23s
Crypto equities fall harder than tokens as bitcoin and altcoins slide 55s
Don't think Paramount's amended WBD bid will get it over the goal line, says Seaport's David Joyce 3m 33s
Loop Capital's Chukumba on Ollie's rating upgrade: Will keep benefitting from Big Lots bankruptcy 2m 12s
2026 a 'unicorn' year for investors and consumers will be in control: Innovator Capital's Urbanowicz 4m 9s
Why 'avocado and garlic' could be key AI market catalysts to watch 3m 58s
CMS to launch pilot program giving some seniors on Medicare access to CBD: Officials 1m 2s
Trulieve CEO Kim Rivers reacts to marijuana being reclassified 3m 30s
Rep. Hakeem Jefferies: Health care system is broken 3m 5s
Lawmakers force vote on Affordable Care Act credits, overriding speaker Johnson 2m 40s
Akoner: The rotation from mega-cap tech into small caps and cyclicals is underway 6m 1s
Probably would have argued against rate cut, says former Dallas Fed president Kaplan 4m 17s
#risk 22 transcripts
China Beige Book's Shehzad Qazi talks the outlook for China in 2026 4m 37s
After Buffett: Greg Abel’s Berkshire test, says R360’s Barbara Goodstein 5m 50s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Pethokoukis: There's not much appetite in Congress to directly slow down the AI boom 3m 58s
Oracle’s success will be directly tied to OpenAI’s financial strength, says Jefferies’ Brent Thill 4m 32s
AI story is no longer an equity story, says Apollo Global’s Torsten Slok 2m 36s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
RBC's Gerard Cassidy talks Big Banks hitting record highs 4m 26s
At least two more Fed cuts likely in 2026, says Moody's Mark Zandi 5m 30s
Precious metals rally on supply deficits: Sprott’s ETF director Schoffstall 4m 58s
Fully valued market needs fundamentals as leadership broadens, says Citi’s Drew Pettit 3m 41s
Zervos: Labor market weakness is becoming a serious concern 5m 25s
Market marches on regardless of who next Fed chair is, says Summit Global's David Harden 5m 5s
Options market had low correlation in 2025, says Susquehanna's Chris Murphy 3m 52s
Big dynamics in markets are still favorable for risk, says Goldman's Tony Pasquariello 4m 0s
Apple faces risk from memory cost spike in 2026: MoffettNathanson's Moffett 4m 34s
November CPI 'didn't satisfy us', says market researcher Jim Bianco 3m 59s
AI demand increasing, productivity increases are real: Partners Group's Amoroso 3m 29s
Warner Bros. bid process as clean and thorough as anyone can want, says Evercore's Roger Altman 4m 13s
Property Play: A new red flag in the date center buildout 3m 13s
Truist's David Smith on the bull case for Robinhood 2m 52s
Why hyperscalers may try to exit leases earlier than expected 2m 18s
#major 22 transcripts
Insider Action: Multimillion-dollar sell-offs across major U.S. companies 1m 7s
Strategy shifts into defense mode as it bulks up a $2 billion cash reserve 2m 29s
Strategy’s new cash reserve signals a defensive turn for bitcoin’s top proxy 1m 49s
Rocket Lab CFO Adam Spice on what is ahead for the space company in 2026 5m 54s
IPOs will have a good year in 2026 with rate cuts and private company backlog: Saga Ventures' Nguyen 4m 55s
Futurum CEO Daniel Newman on report Nvidia is halting Intel's 18A tests 4m 35s
Former UK Treasury Minister Jim O’Neill on his expectations for global markets in 2026 3m 5s
Tesla electric doors face safety scrutiny, says Canaccord Genuity’s George Gianarikas 5m 24s
AI IPO boom next year? The changing 2026 IPO landscape 2m 53s
Dr. Ashish Jha talks Novo Nordisk getting approval for Wegovy pill 3m 1s
The volatility of bitcoin has actually been coming down, says Anthony Pompliano 5m 23s
Consumption growth will be biggest question for consumer goods companies, says BofA's Peter Galbo 3m 57s
Cramer's Mad Dash: Wells Fargo 2m 59s
Squire: Activism should be even busier in 2026 as investors rotate back to value 4m 52s
What to know about Nike's road ahead in China 2m 35s
Cramer’s Stop Trading: Boeing 1m 31s
Cramer’s Mad Dash: GE Vernova 2m 18s
Anonymous executives make bold predictions for 2026: CNBC's Alex Sherman 3m 39s
Mayfield: The sign we're not in a bubble is the level of skepticism being levied at OpenAI 4m 45s
Medline's IPO was the largest we've seen in over four years, says Jim Cramer 1m 42s
TikTok signs deal for sale of its U.S. unit to joint venture 2m 12s
Super Mario Bros. and Minecraft are the trendiest toys now: The Toy Insider's Marissa Silva 5m 3s
#end 22 transcripts
Year-end market rally fueled by fear of missing out on AI, says Man Group's Rowe 4m 37s
Opening Bell: December 29, 2025 1m 14s
Howard: Corporate profits are strong, and we're hitting the sweet spot on unemployment 4m 35s
Fundamentals are confirming the recent price advance in stocks, says CFRA's Sam Stovall 4m 32s
Opening Bell: December 24, 2025 1m 1s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
Crypto equities fall harder than tokens as bitcoin and altcoins slide 55s
Cramer’s Stop Trading: Warner Bros Discovery 1m 27s
'Fast Money' traders talk S&P 500 hitting record high 5m 17s
I think Bitcoin will go back over 100,000: KKM Financial's Kilburg 3m 19s
Freight Recession Nearing an End? Truck Capacity Signals Tighten 1m 18s
Opening Bell: December 22, 2025 2m 12s
Paychex CEO: We see challenges in the small-end of the market 1m 36s
Why 'avocado and garlic' could be key AI market catalysts to watch 3m 58s
Stoltzfus: U.S. assets still win on innovation, transparency, and governance 3m 59s
'Fast Money' traders talk Micron and the AI trade comeback 4m 43s
Wells Fargo sees upside ahead with 7,500 2026 year-end S&P 500 target, says Scott Wren 4m 34s
Our outlook for 2026 is more of a reset, says Sanctuary Wealth's Mary Ann Bartels 4m 37s
AI demand increasing, productivity increases are real: Partners Group's Amoroso 3m 29s
Market is broadening out so expect to see new highs before year end: Carson Group's Detrick 3m 49s
Micron relieves some pressure on the AI trade: Michael Santoli 2m 58s
Opening Bell: December 17, 2025 2m 2s
#volatility 21 transcripts
GDP surprise, AI-driven growth ahead: Silvercrest’s Robert Teeter 4m 2s
Bitcoin down 20% in three months as ETF flows turn negative and crypto treasury trade unwinds 1m 0s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Macro Risk Advisors' John Kolovos talks possible volatility in 2026 4m 21s
Expect the bull market to continue in 2026, albeit with much more volatility, says Kevin Mahn 5m 52s
Opening Bell: December 24, 2025 1m 1s
Santa rally favors tech, crypto and gold, says Fed Watch’s Ben Emons 3m 57s
Talk of the Tape: Road ahead for the bull market 3m 57s
Markets must hit 14% earnings growth forecast in 2026, says Jim Cramer 6m 51s
The volatility of bitcoin has actually been coming down, says Anthony Pompliano 5m 23s
I think Bitcoin will go back over 100,000: KKM Financial's Kilburg 3m 19s
Market marches on regardless of who next Fed chair is, says Summit Global's David Harden 5m 5s
Trade Tracker: Joe Terranova sells the CBOE 3m 32s
Expect double-digit EPS growth in 2026, says Hightower's Stephanie Link 4m 38s
Japan's economy is normalizing, says Neuberger's Okamura 4m 4s
Stoltzfus: U.S. assets still win on innovation, transparency, and governance 3m 59s
'Fast Money' traders talk Micron and the AI trade comeback 4m 43s
Our outlook for 2026 is more of a reset, says Sanctuary Wealth's Mary Ann Bartels 4m 37s
Jim Cramer uses past lessons to prepare you for what to come 2m 23s
Options Action: Volatility on the rise 3m 30s
Be very careful in tech sector AI trade, says Hightower's Link 4m 27s
#openai 21 transcripts
OpenAI seeks to hire new 'head of preparedness' to study risks 1m 1s
IPOs will have a good year in 2026 with rate cuts and private company backlog: Saga Ventures' Nguyen 4m 55s
Oracle’s success will be directly tied to OpenAI’s financial strength, says Jefferies’ Brent Thill 4m 32s
AI models race to commoditization: Here's what to expect 3m 46s
AI IPO boom next year? The changing 2026 IPO landscape 2m 53s
5 Things To Know: December 22, 2025 1m 26s
Favorable AI market still has 2-3 years, says Deepwater's Gene Munster 5m 7s
OpenAI seeks funding at $830B valuation 1m 22s
Why 'avocado and garlic' could be key AI market catalysts to watch 3m 58s
OpenAI seeking to raise up to $100B at valuation as high as $830B: WSJ 2m 13s
The Wrap-Up for Friday, December 19 1m 50s
Mayfield: The sign we're not in a bubble is the level of skepticism being levied at OpenAI 4m 45s
OpenAI aiming to raise as much as $100 billion, valuing it around $830 billion, according to WSJ 5m 0s
Jim Cramer uses past lessons to prepare you for what to come 2m 23s
AI demand is off the charts, says Bernstein's Stacy Rasgon 3m 33s
OpenAI's Sam Altman: Google is still a huge threat 3m 14s
The Wrap-Up for Wednesday, December 17 2m 3s
Blue Owl decided not to pursue Oracle’s $10 billion Michigan data center, source familiar 2m 37s
Amazon in talks to invest $10 billion or more in OpenAI 2m 53s
5 Things To Know: December 17 1m 17s
Sam Altman – OpenAI Founder Reveals His Writing System 47m 19s
#infrastructure 20 transcripts
Crypto stocks split in 2025 as operators rally and balance-sheet plays lag 2m 22s
Alphabet pulls ahead as the market reprices AI execution 3m 6s
2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter 3m 29s
Mag 7 divide could widen in 2026 as Amazon, Meta, Apple lag year-to-date 2m 44s
Why these market watchers say the AI play has yet to unfold, but inflation will still be key in 2026 6m 31s
IPOs will have a good year in 2026 with rate cuts and private company backlog: Saga Ventures' Nguyen 4m 55s
Expect the bull market to continue in 2026, albeit with much more volatility, says Kevin Mahn 5m 52s
UBS’ John Lovallo on Trump’s teased housing reform plans 2m 35s
S&P 500 closes at record high 3m 49s
Reindustrialization fuels multi-year growth beyond tech: Thompson Research CEO 5m 12s
Alphabet to acquire data center and energy infrastructure company Intersect 1m 1s
Wells Fargo: We're sticking with larger cap, midcap, US over international 4m 17s
The consumer comeback has ignited anything related to discretionary spending, says Cramer 2m 33s
OpenAI seeks funding at $830B valuation 1m 22s
Cramer’s Mad Dash: GE Vernova 2m 18s
OpenAI aiming to raise as much as $100 billion, valuing it around $830 billion, according to WSJ 5m 0s
Google working on initiative to challenge Nvidia's software advantage 3m 17s
Hut 8 CEO on Anthropic, Fluidstack AI data center deal backed by Google 3m 25s
Property Play: A new red flag in the date center buildout 3m 13s
'Fast Money' traders talk the pullback in the tech sector 4m 41s
#argues 20 transcripts
Trump has negotiated better U.S. trade deals but tariffs do worry me, says Stephen Moore 4m 22s
Companies should do progressive AI testing vs. large transformation: Deloitte's Goldbach 3m 34s
Bernstein: It's possible some price reform could be achieved for the healthcare marketplaces 6m 27s
Farley: AI isn’t taking jobs. People are choosing to replace humans with AI 5m 24s
ChatGPT's 2025 user deep-dive 1m 36s
5 Things To Know: December 24, 2025 2m 44s
Treasury Official Joe Lavorgna talks robust Q3 GDP numbers 4m 50s
Market has to broaden from megacap tech for interest rates to fall, says Smead Capital's Bill Smead 4m 48s
Cramer’s Stop Trading: Warner Bros Discovery 1m 27s
The debate over AI capex spending 2m 24s
Dan Ives stays bullish on Microsoft amid AI and mega-cap tech worries 4m 29s
Public market investors are missing out on some of the growth of private companies: ACME's Hany Nada 4m 55s
Former New Jersey Governor Chris Christie: Prediction markets on sports are illegal 4m 4s
Market is broadening out so expect to see new highs before year end: Carson Group's Detrick 3m 49s
CPI data will leave Fed in a cutting bias, says Vanguard's Joe Davis 4m 52s
ACA extension has no chance of making it through the Senate, says Sen. James Lankford 4m 52s
Probably would have argued against rate cut, says former Dallas Fed president Kaplan 4m 17s
Cramer's Mad Dash: Apple 2m 10s
EP20: Yann LeCun 1h 50m 6s
Sam Altman – OpenAI Founder Reveals His Writing System 47m 19s
#china 20 transcripts
Meta moves to distance Manus from China links following acquisition 2m 14s
China Beige Book's Shehzad Qazi talks the outlook for China in 2026 4m 37s
Final Trade: SERV, BA, KWEB, HAL 1m 15s
Venezuela is a leading cause of instability in Western Hemisphere: MCC Global's Caruso-Cabrera 4m 44s
Opening Bell: December 29, 2025 1m 14s
Former UK Treasury Minister Jim O’Neill on his expectations for global markets in 2026 3m 5s
Expect a drive towards efficiencies in AI in 2026, says Chris Kelly 5m 26s
Trump administration wants stability in Western Hemisphere, says MCC Global Enterprises CEO 3m 29s
Nike has to 'reset the playbook' on products, says Jefferies' Randy Konik 4m 43s
Andreeva: Nike’s turnaround isn’t linear, especially in a hypercompetitive market 5m 33s
5 Things To Know: December 19, 2025 1m 6s
What to know about Nike's road ahead in China 2m 35s
Oracle deal with TikTok puts tech momentum back on track 4m 49s
The Wrap-Up for Friday, December 19 1m 50s
North America was really good for Nike despite weak China sales, says Guggenheim's Simeon Siegel 3m 59s
I'd be a buyer of Nike on a day like today, says Neuberger Berman's Kevin McCarthy 4m 55s
Staying away from Nike as it remains in price discovery mode, says KKM Financial's Jeff Kilburg 4m 44s
Nike shares slide on Q2 results despite beat on earnings and revenue 3m 45s
China Lens: China's AI toy boom 3m 37s
How U.S. takes action on Venezuelan oil tankers is key, says RBC's Croft 3m 1s