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.

Warren Pies, co-founder of 314 Research, shares insights on Fed policy and a bullish market outlook towards year-end. Mike Santoli, a senior markets commentator, dissects Nvidia's recent performance and volatility. Steve Kovac reports from Microsoft's Ignite event, covering AI partnerships and product strategies. The trio discusses whether Nvidia's earnings could trigger a buy-the-dip rally, while Pies highlights the commodities outlook amidst changing market dynamics. Expect a deep dive into tech's future and the energy sector's shifting tides.

Mike Santoli, CNBC's senior markets commentator, shares insights on the upcoming earnings report from NVIDIA. The discussion touches on whether the recent market pullback is nearing its end and the nuances of AI valuations. Guests including Liz Thomas and Brian Belski debate the potential for selective opportunities in tech amidst worries of a bubble. Aswath Damodaran warns about stretched tech valuations while Elizabeth Burton highlights investment opportunities outside the U.S. Dives into Bitcoin's volatility and implications of circular AI deals add even more depth to the conversation.

Brian Belsky, CEO of Humulus Investment Strategies, shares insights on sector rotation, highlighting health care's strength amid a broadening rally. Lo Toney of Plexo Capital discusses AI infrastructure and the implications of hyperscaler spending, raising questions about potential M&A. Mike Santoli, CNBC commentator, provides a thematic analysis of the market's reaction to the Dow reaching 48,000. Christina Partsinevelos covers stocks moving into the close, including notable M&A and AI developments, setting the stage for future trends.