エピソード

  • The Exchange 7/15/26

    The Exchange 7/15/26
    2026/07/15

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.


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    43 分
  • Kevin Warsh Testifies, IBM’s Warning, and the Incredible Shrinking AI Model 7/14/26

    Kevin Warsh Testifies, IBM’s Warning, and the Incredible Shrinking AI Model 7/14/26
    2026/07/14

    Fed chair Kevin Warsh says inflation is a choice in his first Monetary Policy Report testimony on Capitol Hill. IBM shares have their worst day since October 1987 after the company pre-announces disappointing Q2 earnings, with CEO Arvind Krishna saying “this quarter we faltered.” Plus, CNBC’s exclusive look at the AI model small enough to run directly on an iPhone.


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    43 分
  • Oil Climbs on Hormuz Tensions, Apple’s OpenAI Lawsuit, and Earnings Season Eve 7/13/26

    Oil Climbs on Hormuz Tensions, Apple’s OpenAI Lawsuit, and Earnings Season Eve 7/13/26
    2026/07/13

    Crude prices surge as President Trump says the US is ‘reinstating’ a Strait of Hormuz blockade. Apple sues OpenAI, alleging intellectual property theft, but The Verge’s Nilay Patel questions if trade secrets even exist when it comes to AI. Plus, with tech companies trading at peak margins, we set the table for second quarter earnings season with Wolfe’s Chris Senyek.


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

    SK Hynix's US Debut, Bring Back the Blockade, and a Water Break Boost 7/10/26
    2026/07/10

    SK Hynix shares pop in their first day of Nasdaq trading, but Susquehanna is staying cautious. Brookings' Robin Brooks makes the argument for implementing another, stricter blockade of Iran oil. Plus, hoe World Cup hydration breaks could give Fox Sports a $250M boost.


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

    ‘ROC’-ing the AI Trade, JetBlue Founder on Airlines, and a Chips Pair Trade 7/9/26
    2026/07/09

    The trade for investors concerned about AI capex. Aviation entrepreneur David Neeleman on the airline industry. Plus, the chip stocks Carter Worth calls so bad, they’re good.


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    44 分
  • Trump's Meeting with Zelensky, The Chips Trade 7/8/26

    Trump's Meeting with Zelensky, The Chips Trade 7/8/26
    2026/07/08

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    43 分
  • Bulls on Course, Valley of the Deals, and CNBC Investigates 7/7/26

    Bulls on Course, Valley of the Deals, and CNBC Investigates 7/7/26
    2026/07/07

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


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    43 分