Mike Santoli

Joining the discussion are Steve Weiss, an expert in market valuations and economic trends, Deirdre Bosa, a CNBC correspondent reporting on tech and AI, and Mike Santoli, a senior commentator sharing insights on market behavior. They tackle the stock market's potential trajectory as the Fed meeting approaches. Other hot topics include Waymo's expansion in the rideshare market, and how recent economic data influences investor sentiment. The conversation also touches on market dynamics, innovations in tech, and the implications of the GENIUS act on crypto.

Scott Chronert, a Citi U.S. Equity Strategist, and Mike Santoli, CNBC's Senior Markets Commentator, dive into the fallout from Israel's airstrikes on Iran. They discuss how these tensions are causing global stock sell-offs and spiking oil prices, with defense stocks experiencing a notable surge. The duo also analyzes potential market implications for investors, the geopolitical landscape in the Middle East, and insights on companies like Adobe amid rising volatility. Tune in for a captivating blend of finance and international affairs.

Mike Santoli, CNBC's Senior Markets Commentator, shares his expertise on recent market reactions to Fed Chair Powell’s dovish speech. He highlights key gains in consumer discretionary and tech sectors, alongside the mixed performance in the Nasdaq. The conversation delves into the implications of anticipated rate cuts on housing and financial sectors. Additionally, experts discuss the U.S. government’s stake in Intel and its potential impact on the semiconductor industry, while examining market sentiment influenced by tariff announcements.

Mike Santoli, CNBC's Senior Markets Commentator, shares his insights on market trends and highlights the recent surge of the Nasdaq driven by tech titans like Apple and NVIDIA. Matt Garman, CEO of Amazon Web Services, dives into the impact of AI on business and addresses challenges in the software industry, referencing Twilio's recent struggles. They discuss the importance of adaptability in education, the significance of trade negotiations, and caution against economic risks from concentrated investments in technology.

Mike Santoli, Senior Markets Commentator, provides sharp insights into current market trends. He discusses the shifting landscape for the music industry with Warner Music CEO Rob Kyncl, especially in light of recent earnings. The conversation also touches on the impact of IPOs, like Firefly Aerospace, within the broader context of the space economy. Additionally, there’s a detailed analysis of Block's fintech performance and insights into investment strategies amidst evolving economic conditions. It's a lively look at how various sectors are navigating these changes.

Russell Vought, Director of the Office of Management and Budget, dives into the budget bill's potential effects on debt and fiscal responsibility. Paul Hickey, Co-founder of Bespoke Investment Group, analyzes market dynamics as we head into the second half of the year, while Mike Santoli from CNBC offers insights on market rotation and the significance of macroeconomic releases. Additionally, the conversation touches on the booming travel sector and consumer behavior trends, making it a thought-provoking look at current economic challenges.

Join Brian Gardner, Stifel's Washington policy strategist, as he unpacks the latest legislative challenges and trade dynamics affecting the market. Insights reveal the complex interplay of politics and finance, highlighting key developments like the Senate's spending discussions. CNBC's Mike Santoli shares a deep dive into market trends, focusing on notable stock performances from Coinbase and energy sectors. Rocket Lab CEO Peter Beck discusses the skyrocketing demand in aerospace and the impressive surge in stock valuations, adding a thrilling dimension to the financial landscape.

U.S. Treasury Secretary Scott Bessent discusses critical trade negotiations with Canada and China, revealing insights into the complexities of pulling out of talks and the state of a rare minerals deal with China. He also addresses rumors about potentially replacing Fed Chair Powell. Alongside him, market commentator Mike Santoli analyzes record highs for the S&P 500 and Nasdaq, explores investor sentiment amid bond yield fluctuations, and interprets market movements reflecting ongoing trade tensions. It's a candid dive into the intersection of politics and market dynamics.

Mike Santoli, CNBC's Senior Markets Commentator, dives into the latest market trends influenced by the Fed and geopolitical tensions. Diana Olick breaks down the U.S. housing market, highlighting a slight uptick in pending home sales despite affordability challenges. They also discuss Nike's earnings report, revealing cautious optimism as the brand pivots its strategy, and touch on the emerging NYC wind farm project that promises sustainability. The conversation wraps up with insights on defense stocks and the impact of a weakening dollar.

Mike Santoli, CNBC's Senior Markets Commentator, dives into how markets are reacting to global tensions, particularly the Israel-Iran conflict, and its potential effects on the Federal Reserve's interest rate decisions. He discusses the fierce competition in the AI sector, spotlighting Meta's effort to lure talent from OpenAI with staggering bonuses. The conversation also touches on news about significant job cuts and recent market activity, including Amazon's AI implications and a major merger in the steel industry.