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.

Stephanie Link, a value investing expert, joins Jim Labenthal, who focuses on small-cap stocks, alongside market analysts Rob Seichin, Jason Snipe, and seasoned commentator Mike Santoli. They dive into the implications of a stronger-than-expected jobs report and debate the 'Goldilocks' scenario for stocks. The discussion covers optimism around economic momentum, small-cap performance, housing market trends, and the ongoing energy transformation. Valuation of key stocks is also analyzed as they navigate the complexities of current market conditions.

Financial experts David Faber, Leslie Picker, Mike Santoli, and Acting Labor Secretary Julie Su discuss reactions to the jobs report, tech surges, Nasdaq highs, and Tesla's performance. Topics also include the UK election, Boeing's legal decision, bank earnings preview, energy sector performance, and market analysis.

Market reacts to hot PPI and retail sales miss. Mnuchin interested in buying TikTok, Tesla's market cap slips. Under Armour CEO returns, BofA raises Nvidia target. Remembering former Time Warner CEO.

Investment experts Joe Terranova and Lauren Goodwin, along with other panelists, analyze the stock market sell-off triggered by Fed Chair Powell's statements. They discuss bond market reactions, managing inflation expectations, tech trade insights from Lo Toney, and key levels to watch amid uncertainty.