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, 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, dives into the impressive record highs of the stock market, driven primarily by Big Tech and AI investments. He discusses Amazon's significant job cuts amid its AI push and explores the promising future of semiconductors fueled by infrastructure spending. The conversation also touches on potential economic challenges like labor market discrepancies and housing softness, alongside insights into Starbucks' struggles and trade tensions with India that impact tech investments.

Jeff Richards, a venture investor and managing partner at Notable Capital, shares insights on AI investment amidst earnings season. He discusses the potential froth in the AI trade and highlights areas that may be bubbly. Mike Santoli, CNBC's senior markets commentator, dives into macro analysis, exploring market momentum, volume unwinds, and the implications of the upcoming economic data. Together, they shed light on market dynamics, tech CapEx, and the relationship between government involvement and stock performance.

Mike Santoli, a senior markets commentator, delves into the latest market trends, dissecting the so-called 'Trump trade' and its potential longevity. He highlights a selective rally driven by mega-cap AI stocks while noting divergence in sectors like semiconductors and homebuilders. Santoli also analyzes consumer spending, revealing how higher-income households are influencing economic dynamics. Plus, he discusses the increasing caution among traders in light of rising market volatility.

Gary Bettman, the NHL Commissioner, shares insights on the business of hockey, including media rights and the excitement of league expansion. He dives into how streaming and social media are enhancing fan engagement and discusses the implications of Olympic participation on the season. Mike Santoli, a Senior markets commentator, analyzes the dynamics of gold investments and consumer sentiment, shedding light on market flows and the return of retail trading with the Meme ETF. It's a fascinating blend of sports and market analysis!

Mike Santoli, a senior markets commentator, analyzes September's market strength and discusses AI's impact on investor sentiment. Steuart Walton, Walmart director and founder of RZC Investments, shares insights from the UP.Summit, highlighting innovations in aviation and manufacturing. He emphasizes the importance of reshoring and Walmart's tech initiatives like drone delivery. They delve into the effects of a potential government shutdown on the economy and explore the integration of AI across various sectors, including its impact on jobs and local education.

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.