Stocks are falling from record highs on concerns about the global economic recovery, though they’re off the lows of the day. Where do we go from here? We’ll debate. Plus, big tech names are lower across the board. But they’ve all had a good run lately except one: Netflix. What’s going on with the streaming pioneer? We’ll discuss. And, bond yields are falling in tandem with tech today, with the 10-year yield hitting a low of 1.25%. We’ll speak with one expert who’s predicting a bond rally to the ...
Jul 08, 2021•43 min
We’re just an hour away from getting the minutes from the latest Fed meeting, where the FOMC started to sound hawkish. We’ll debate which way rates go next. Plus, Chinese stocks are selling off again today. Did U.S. investors overestimate how committed China was to capitalism? We’ll explore how ‘welcoming’ (or not) it’s becoming to outside investors. And, in today’s Rapid Fire: more people are paying with crypto, some people are working less but getting paid the same, and Credit Suisse is bettin...
Jul 07, 2021•44 min
China is cracking down on its own companies, starting with ride share firm Didi. Why are they doing it, and what does it mean for investing in China? We’ll explore. Plus, the OPEC nations met but left without making a deal. With oil already at 6-year highs, could $100 per barrel come next? We’ll ask Jeff Currie of Goldman Sachs. And, big tech is getting a boost with Amazon, Microsoft, Alphabet and Facebook hitting all-time highs despite growing regulatory scrutiny. Is the growth trade back? We’l...
Jul 06, 2021•44 min
The economy adding 850k jobs in June, does this move up the Fed’s tapering timeline? Bank of America’s Head of Economics, Michelle Meyer, weighs in. It’s Bezos versus Branson in the race to space with Branson poised to become the first billionaire to fly to the stars…we have the details. And Jeff Bezos will have plenty of time on his hands soon as he steps down as Amazon CEO, what the company looks like without him at the helm. Plus, Uber offering big driver incentives as it faces a shortage, GM...
Jul 02, 2021•44 min
Chinese President Xi-Jinping just delivered a fiery speech aimed in part at the U.S. We’ll explore what it means for doing business and investing in China. Plus, lumber prices have gotten chopped in half since hitting their May peak. We’ll explain why it’s happening, and what it also says about inflation. And, in today’s Rapid Fire: Instagram wants to be more like TikTok, Robinhood wants you to use Robinhood to buy Robinhood stock, and Krispy Kreme goes public.
Jul 01, 2021•45 min
One of Sir Richard Branson’s space companies launched satellites into orbit today, while the other just got cleared for commercial travel. Will he beat Jeff Bezos into flight? We’ll ask him. Plus, Bed Bath & Beyond CEO Mark Tritton has made it his mission to clean up its stores. The early returns are good, but can the stock return to its Reddit-fueled highs? We’ll explore. And, while SPACs have simmered down lately, the IPO market is heating back up. China’s Didi debuted today with Legal Zoo...
Jun 30, 2021•45 min
Biogen’s new Alzheimer’s Disease drug is being hailed as a medical breakthrough. But could its $56,000 per year price tag be too much for Medicare to handle? We’ll debate. Plus, home prices just posted their biggest gain in the history of the Case-Shiller Index, up 15% in April. Can the hot housing market keep rolling? And are investors actually driving up prices? We’ll ask Coldwell Banker’s CEO. And, record gun sales are leading to an ammunition shortage across America. Can the manufacturers ca...
Jun 29, 2021•45 min
The Nasdaq and S&P 500 both hit record highs today. Will we ever see a pullback in the market again? We’ll ask the experts. Plus, it seems electric vehicles are here to stay. One analyst joins to explain why he’s betting on Ford as the next big winner in the EV space. And, shares of Blackberry have nearly doubled this year as the company gets caught up in ‘Meme Mania.’ Is the rally for real, or just a Reddit-fueled spike? We’ll debate.
Jun 28, 2021•45 min
Both growth and value are moving higher this week, 10 of the 11 S&P sectors are in the green and commodities are climbing…so where are the opportunities? A strategists reveals his picks. The Biden administration extended the eviction moratorium through the end of July, we discuss what this means for the small landlords who are still awaiting federal aid. And as more people return to the office, we look at the future of work with a former Yahoo! executive who had a change of heart on the impo...
Jun 25, 2021•45 min
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Jun 24, 2021•44 min
Microsoft just became the 2nd member of the exclusive $2 trillion club. Could it surpass Apple as the top tech titan next? We’ll debate. Plus, one strategist says following the investment crowd into growth names and big tech is a mistake right now. He’ll join us to explain why. And, in today’s Rapid Fire: a retail stock that could rally 50% from here, Warby Parker “eyeing” a direct listing and Alcoa’s market revenge.
Jun 23, 2021•45 min
Federal Reserve Chair Jerome Powell is set to testify today, as investors weigh his words of continued support against changing course. We’ll bring you the latest details. Plus, we’ll reveal what one economist says is the number one thing the Fed can do right now that would be a complete disaster for financial markets. And, Bitcoin briefly dipped below $30,000 for the first time since January amid another volatile session. Will it ever get back to previous all-time highs? We’ll debate.
Jun 22, 2021•44 min
The Fed’s heightened concern about inflation ironically sent the bond market headed downward, with yields hitting multi-month lows. We’ll explain why. Plus, Amazon’s Prime Day kicks off today and while the products may be cheap, the stock’s been the real bargain. We’ll give you three name that could be the next big scores. And, the chicken wing shortage has gotten so bad, Wingstop is now launching a new brand: Thighstop. We’ll speak to the CEO about its pivot to new offerings.
Jun 21, 2021•44 min
As commodities begin to collapse, is it fair to ask if Fed Chair Powell has been right all along? Is inflation really transitory? We’ll explore. Plus, something very strange is happening in the mortgage market, and it could be related to tapering. Will higher rates hurt home prices? We’ll ask. And, as the inflation trades wobble, bitcoin is taking a breather today. Has a key reason to own it just disappeared? We’ll debate.
Jun 18, 2021•45 min
The inflation trade is collapsing today, as the Fed gets a little more aggressive. We’ll tell you what moves to make right now. Plus, a lot of investors have been piling into ESG stocks lately. But what exactly IS an ESG stock? We’ll define it for you. And, in today’s ‘star-studded’ Rapid Fire: Jessica Alba’s stock slide, and Cristiano Ronaldo’s big soda snub.
Jun 17, 2021•45 min
We just got yet another report showing food, energy & many other products costing more. But has inflation already peaked? We’ll debate. Plus, Stripe is fast becoming the hottest unicorn on the market. But as it prepares for an IPO, is the best already priced in? We’ll explore. And, in today’s Rapid Fire: Amazon’s grocery games, Chobani’s IPO aspirations and Zillow’s new ‘Zestimates’.
Jun 15, 2021•45 min
Lawmakers are setting the stage for a crackdown on big tech. But would forcing a Facebook split from Instagram really be a punishment? We’ll debate. Plus, will the recent push for clean energy send oil prices soaring? We’ll explore, and tell you who could feel the pinch the most. And, the quest for profitability in Silicon Valley is having an unintended side effect: the end of the “Millennial lifestyle” as we know it. We’ll explain.
Jun 14, 2021•45 min
Growth has been outperforming again over the past month as more experts turn bullish on Tech. We’ll ask a top Value manager to respond to the rotation situation. Plus, from your breakfast bacon to your afternoon coffee, consumers are feeling the squeeze of inflation. We’ll walk you through all the parts of your day where you might be feeling the pinch. And, the NFT business seemingly exploded overnight, but has started to dissipate almost as quickly. We’ll explore why, and whether digital art is...
Jun 11, 2021•45 min
Inflation has surged to the highest level in more than a decade. So why are stocks rallying and bond yields stuck in place? We’ll explore the disconnect. Plus, Bank of America is downgrading Clover to “Underperform” after its Reddit-fueled run up. We’ll explore the latest developments in this Wall St. tug-of-war.And, in today’s Rapid Fire: Starbucks is running out of cups, consumers behaving badly and cryptocurrencies coming soon to your 401(k).
Jun 10, 2021•40 min
We’ve all heard of Gamestop, AMC and other “meme” stocks by now. We’ll dig deeper into Reddit and find the under-the-radar plays that still exist. Plus, a massive carbon-neutral housing project is now underway in California. We’ll tell you what it means for both residents and investors there. And, is it time to retire “FANG”? One market strategist says the trade is over, but its inventor – CNBC’s own Jim Cramer – disagrees. We’ll debate.
Jun 09, 2021•45 min
The focus on the street right now is all about “flation” – but which kind? Inflation, reflation or deflation? We’ll look at the latest economic data and figure out exactly which “flation” is winning the day. Plus, lumber prices keep dropping and are now down about 30% from their highs. Is wood no longer good? We’ll debate. And, a fresh Covid-19 outbreak in China could mean big delays – and price hikes – for your goods. We’ll bring you the key details.
Jun 08, 2021•45 min
CEO Tim Cook is taking the stage at Apple’s developers conference today. We’ll highlight how the tech giant can get its goodwill back with them after some recent setbacks. Plus, while some experts say a rally higher won’t happen, one strategist says there’s more gains ahead for the market. He’ll join us with what will drive the next leg higher. And, just when you thought the delivery wars couldn’t get any hotter, Morgan Stanley says same-day shipping is about to go mainstream. We’ll give you the...
Jun 07, 2021•46 min
One 5-star fund manager is far outpacing the market this year, and the gains haven’t come from high-flying names. He’ll tell us what he’s buying. Plus, ChargePoint shares are higher after strong revenue and guidance. We’ll speak with the CEO about the EV surge and what it means for the company. And, “Meme Mania” came roaring back with a bang, including multiple stock sales and millions of shares issued for AMC. We’ll look back at its wild week.
Jun 04, 2021•45 min
A new question is emerging amid the meme stock madness: are investors getting played? We’ll search for some answers. Plus, as more legacy players dive into the EV space, one area that could benefit in a big way are charging stocks. We’ll speak with the CEO of Blink Charging. And, in today’s Rapid Fire: Twitter’s subscription strategy, Blackberry’s auto ambitions and Apple wants workers back in the office.
Jun 03, 2021•45 min
AMC trading got halted today as shares surged above $60, just after it launched a platform exclusively for its retail investors. We’ll explore the perks and the pitfalls of trading in this “meme” monster, and who’s pocketing the big bucks right now. Plus, The White House says nothing is off the table in responding to the ransomware attack on meat producer JBS. We’ll give you the details. And, the nation’s largest fast-charging EV network is set to go public via SPAC. The CEO of EVgo joins to dis...
Jun 02, 2021•44 min
The past few weeks have seen stocks return to near all-time highs, while Small Caps are enjoying their longest monthly winning streak since 1995. Are we headed for more of the same? Or will oil, crypto or another surprise sector spoil the party? We’ll ask our market experts. Plus, consumers are flocking back to theaters in droves as a fresh slate of movies hits the big screen. Is the box office officially back? We’ll debate. And, President Biden is considering a retroactive capital gains tax hik...
Jun 01, 2021•44 min
One expert is out with a major warning on Apple, saying iPhone 12 sales will miss expectations and the stock is a “sell.” He’ll join us. Plus, another analyst says prices can’t rise fast enough in the housing market right now. He’ll join us to explain why. And, hospitality is headed for a hot summer as the economy reopens, but the ongoing worker shortage could spell trouble ahead. We’ll discuss.
May 28, 2021•45 min
The auto industry is at a turning point as EVs go mainstream, D.C. dangles more incentives and prices keep surging. Who will come out on top as the industry evolves? We’ll ask our experts, and their answers may surprise you. Plus, we’ll speak to the CEO of Molson Coors about sales, its hard seltzer push and its recent ransomware attack. And, new data reveals the impact that inflation is having on businesses and consumers up and down Main Street. We’ll explain.
May 27, 2021•41 min
“Meme stocks” are roaring back and cryptos are rebounding too. But is there a way to play the space without all of the volatility? We’ll look at companies that *mine* bitcoin, and speak with an analyst who says one of his picks could rally more than 80% from here. Plus, hundreds of smaller banks are now offering access to crypto, while the big banks seem to be falling behind. Can they catch up? We’ll debate. And, inflation is turning into a political tactic on Capitol Hill, with Republican lawma...
May 26, 2021•45 min
The D.C. Attorney General just filed a lawsuit against Amazon, claiming its price controls are anti-competitive. We’ll speak with the AG live in a First On CNBC interview. Plus, Intel’s new CEO has managed to accomplish more in his first 100 days than the company had in years. But is it enough to bring the company back? We’ll debate. And, a new survey found 44% of professionals think they’re more burned out on the job today than they were a year ago. We’ll explain why that could be a boon for tr...
May 25, 2021•45 min
