Phil LeBeau

Former President Donald Trump discusses the newly announced auto tariffs, detailing their potential ramifications for major automakers like GM, Ford, and Tesla. Phil LeBeau, a seasoned automotive analyst, breaks down the expected impact on vehicle costs and the supply chain. They explore how these tariffs could shift the industry landscape, affect consumer behavior, and spark job growth in domestic manufacturing. The conversation also touches on emerging tech trends in the automotive sector and the broader economic implications of the tariffs.

Phil LeBeau, an automotive reporter for CNBC, dives into Tesla's latest quarterly performance and the competitive landscape of electric vehicles. He analyzes revenue beats, production challenges, and regulatory credit issues. The discussion shifts to Coinbase CEO Brian Armstrong, who shares insights on impending crypto legislation, emphasizing bipartisan support and the necessity of preserving decentralized finance. Armstrong also comments on the impact of the government shutdown on ongoing legislative efforts. Intriguing market analysis wraps up their engaging conversation.

John Rutledge, Chief Investment Strategist at Safinad, breaks down Nvidia’s impressive stock rebound and its status in the AI market. Phil LeBeau provides insights into General Motors’ aggressive electric vehicle production goals and their recent profitability forecasts. Contessa Brewer reports from the Global Gaming Expo, touching on industry trends and innovations. Together, they explore the broader market implications and the challenges posed by economic shifts and geopolitical tensions.

Ankur Crawford, an investment expert on technology and AI, discusses the growth of AI tokens and the potential risks tied to capacity constraints. He highlights opportunities in AI infrastructure, particularly for companies like NVIDIA amid power shortages. Phil LeBeau, an automotive journalist, provides insights into Tesla's record delivery numbers and the expectations surrounding their stock performance. Together, they dissect the intersection of technology, investment trends, and the future of electric vehicles.

Scott Kirby, CEO of United Airlines, details the airline's collaboration with JetBlue, aiming to enhance value for frequent flyers. He shares insights on Newark's challenges and the future of supersonic travel. Maya MacGuineas, president of the Committee for a Responsible Federal Budget, warns about unsustainable government spending. Meanwhile, Phil LeBeau discusses the tech-financial landscape, including NVIDIA’s struggles in China and the implications of recent trade policies on the airline industry.

Scott Bessent, the U.S. Treasury Secretary, shares insights from the recent U.S.-China trade negotiations, revealing a pivotal 90-day pause on tariffs. He emphasizes the importance of ongoing dialogues and strategic decoupling to enhance supply chain resilience. Phil LeBeau, CNBC's auto and airline industry expert, discusses the chaos at Newark Airport, including ground delays and communication breakdowns affecting airlines. Together, they explore the broader implications of trade dynamics and the challenges within the transportation sector.

Steve Leisman, a CNBC reporter, dives into the consequences of the Fed's recent quarter-point interest rate cut, impacting mortgages and loans. Michael Cantopoulos discusses bond market reactions, while RJ Scringe, CEO of Rivian, shares insights on the company's challenging earnings. Chris Benatti elaborates on how AI detected significant financial issues at Super Micro. Courtney Reagan analyzes the Capri Holdings and Tapestry merger, highlighting its broader industry implications. A thought-provoking conversation on finance and technology unfolds!

Sarah Bianchi, an expert from Evercore ISI, shares insights on the economic implications of the recent presidential election. Gene Munster from Deepwater Asset Management analyzes the so-called 'Elon Musk trade' and its potential effects. Phil LeBeau discusses how election results could impact Tesla and the broader electric vehicle market. The trio examines a Wall Street surge, market shifts in banking and technology, and the sustainability of Tesla's stock rally amidst changing regulatory landscapes.

Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors, shares his insights into the current market rally and sector performances. Tom Rogers, media veteran and founder of CNBC, discusses shifts in financial dynamics. Phil Lebeau sheds light on alarming growth in underwater auto loans, raising questions about its impact on the automotive industry. The conversation navigates optimism in consumer savings while highlighting the challenges posed by rising loan delinquencies, setting the stage for potential market shifts ahead.

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.