Mike Santoli

Mike Santoli, Senior markets commentator for CNBC, dives into the ongoing market volatility and the AI trade ahead of Nvidia's earnings. He emphasizes that the bull market is still alive, while pointing out key risks affecting it. The discussion shifts to Alphabet's stock surge following Berkshire Hathaway's hefty investment and the intensifying succession plans at Apple for CEO Tim Cook. The episode also touches on insights about retail earnings patterns and the impact of AI on labor, highlighting significant shifts in consumer behavior.

In this insightful discussion, veteran Wall Street journalist Mike Santoli shares his expertise on market resilience despite macro concerns. He reveals how Powell's 'hawkish cut' has impacted mortgage rates and explores the paradox of an AI boom amidst a housing recession. They delve into the dynamics between trend and momentum markets and caution against the risks associated with private credit growth. Additionally, Santoli highlights the shifts in corporate debt due to AI investments and the implications of consumer credit expectations for small businesses.

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.

Michael Truel, CEO of Cursor, discusses the company's impressive $2.3 billion fundraising and rapid enterprise adoption of its AI coding tool, boosting productivity by 40%. Meanwhile, CNBC's Melissa Lee reveals the concerning risks of insurance schemes sourcing cheaper medications from overseas, highlighting real patient stories. Mike Santoli analyzes the market's rotation away from high-momentum tech stocks towards safer investments, noting the health sector's resilience amidst broader market fears.

Mike Santoli, a seasoned markets commentator, unpacks critical insights on the current bond market signaling and its implications for investors. He discusses the potential stress points in private credit and highlights the volatility surrounding AI investments. The conversation also covers the housing market trends with Dallas Tanner, CEO of Invitation Homes, who shares thoughts on lease renewals and affordability. Tune in for a deep dive into how AI is reshaping market dynamics and what to watch as year-end approaches!

Mike Santoli, a senior markets commentator, dives into the intriguing surge of the Russell 2000, discussing its unusual attraction to non-profitable, speculative companies. He also explores stark contrasts in market valuations, especially between major and regional banks. The conversation touches on Salesforce's struggles in the AI landscape, as it seems to lag behind its competitors. Additionally, Santoli analyzes fresh economic signals and their potential impacts on monetary policy amidst rising inflation risks.

Mike Santoli, a senior markets commentator at CNBC, provides insightful analysis on market trends and investment themes. He discusses the recent rebound in precious metals and the impact of a weaker dollar on commodities. Stacey Rasgen, a senior semiconductor analyst at Bernstein, dives into the AI-driven semiconductor cycle, emphasizing the significance of SoftBank's $40 billion investment in OpenAI. They explore the competitive landscape of AI hardware, including the dynamics between GPUs and TPUs, while touching on major industry players and their strategies.

Steve Sosnick, Chief Strategist at Interactive Brokers, shares his insights on market pullback risks amid rising yields and interest rates. He explores midterm-cycle challenges while Mike Santoli discusses the implications of market breadth, highlighting small-cap leadership and the transport sector's strength. The conversation also touches on earnings from significant retailers and reveals the nuanced strategies of companies like Nvidia in the evolving tech landscape.

Mike Santoli, a senior markets commentator known for his keen analysis of market trends, dives deep into the recent performance of the S&P 500. He shares insights on historical correction recoveries and highlights the importance of seasonal dynamics in retail. Santoli also discusses consumer behavior as it relates to holiday shopping, emphasizing the impact of short-squeezes on certain retailers. His perspective on the high-end market reveals resilience amidst luxury demand, painting a complex picture of current economic conditions.