Mike Santoli

Tim Sloan, Vice Chairman of Fortress Investment Group and former CEO of Wells Fargo, shares keen insights on the evolving real estate market and its challenges. Mike Santoli, Senior Markets Commentator, delves into market trends, the performance of key stocks, and the resilience of big tech despite fluctuations. Shaun Maguire from Sequoia Capital discusses venture capital dynamics in Silicon Valley, highlighting the impact of tariffs on retail and housing, and the future of innovative companies like SpaceX and AI technologies.

Megan Cassella, a DC reporter, dives into the political fallout from recent tariff rulings, shedding light on their impact on investment strategies. Mike Santoli, CNBC's senior markets commentator, analyzes troubling trends in the labor market and the broader financial landscape. They discuss the mixed earnings reports from key companies like Dell and Ulta Beauty, examining their implications for retail and tech sectors, all while navigating the volatile intersection of politics and the economy.

In this lively discussion, Keith Lerner, Co-Chief Investment Officer at Truist Wealth, and Mike Santoli, Senior Markets Commentator, dive into the resilient consumer landscape and retail earnings amidst macroeconomic shifts. They explore how retail investors are bravely buying the dip despite stock fluctuations. The conversation highlights the potential comeback of UnitedHealth, amidst chatter about legislative implications on estate taxes and insights into the booming tech sector driven by AI.

Join industry experts Brian Belsky, Mike Santoli, Jim Lebenthal, and Joe Terranova as they dive into the aftermath of Trump's Trade War, discussing its severe impact on market volatility. They explore the unsettling prospect of a recession as suggested by Larry Fink, while sharing their own trading moves amidst the chaos. The conversation highlights the importance of reassessing risk strategies and the behavior of retail investors during downturns, all while navigating the uncertainty of today’s economic environment.

Mike Santoli, CNBC senior markets commentator, shares insights into market trends. Sam Stovall discusses earnings expectations for major tech firms like Apple and the potential super cycle due to new iPhone sales. Dan Ives focuses on Apple's gradual rollout of AI features, while Phil LeBeau updates on Boeing's financial struggles and ongoing strike. Seema Modi and Stacey Raskon analyze the semiconductor industry’s ties to the upcoming election, highlighting the effects on stocks like NVIDIA.

Kevin Gordon, Senior Investment Strategist at Charles Schwab, shares insights on the fluctuating market trends during earnings season. Mike Santoli, CNBC market analyst, breaks down the technical aspects influencing current stocks. Laura Martin, an analyst at Needham & Company, highlights her expectations for Netflix’s upcoming earnings and discusses the competitive landscape in streaming services. The conversation also touches on Alcoa's latest earnings and the impact of tariffs, alongside exciting developments from Lithium Americas and GM's joint venture.

Mark Mobius, Chairman of Mobius Emerging Opportunities Fund, shares insights on global investing and the evolving Chinese market. Ryan Petersen, CEO of Flexport, discusses the aftermath of port strikes and hurricanes, emphasizing challenges for the shortened holiday shopping season. Stacey Rasgon from Bernstein analyzes NVIDIA's record performance and its future potential in the semiconductor industry. Mike Santoli provides expert analysis on market trends and the impact of corporate buybacks, making for a riveting discussion on investment strategies.

May Habib, Co-founder and CEO of Writer, discusses her AI startup's innovative use of synthetic data to significantly reduce costs in training models. Ryan Dietrich shares market insights, revealing trends and investment strategies amid rising earnings. Victoria Green provides commentary on financial dynamics, particularly in banking. Phil LeBeau analyzes Tesla's Cybertruck event. Ibrahim Poonawalla and Sheila Kayalu discuss the financial sector's performance and Boeing's struggles, offering a comprehensive view of current market conditions.

Lisa Su, the CEO of AMD, shares insights on the cutting-edge MI325X AI chip, aimed at rivaling NVIDIA while enhancing customer efficiency. Stephanie Drescher, from Apollo Global Management, discusses the surging interest in private market investments and emerging opportunities. Mike Santoli offers a look at the banking sector's current stability, and analysts like Steve Sosnick and Craig Irwin weigh in on market trends, including Tesla's ambitious robo-taxi initiative and its implications for future technology sectors.

Barbara Doran from BD8 Capital discusses market trends and earnings season, while Courtney Garcia from Payne Capital highlights shifts from tech stocks to stable sectors. Steve Liesman explores implications from the latest Fed minutes, and Eddie Shapiro shares insights on the luxury real estate market despite severe weather impacts. Drew Pettit analyzes equity strategies amid rising inflation concerns, and Mike Santoli provides a look at the bond market. James Hardiman talks about the cruise industry's recovery after the pandemic.