Phil LeBeau

David Zervos, Chief Market Strategist at Jefferies, shares insights on a more dovish Fed and a bullish outlook for the S&P 500 in 2026. Automotive reporter Phil LeBeau reveals a disappointing 16% drop in Tesla's Q4 deliveries, questioning their near-term sales strategies. Mike Santoli discusses market momentum and sector rotations, highlighting strength in mega-tech stocks like Nvidia and Apple. The panel also touches on implications of delayed furniture tariffs and evolving dynamics in consumer sectors.

Phil LeBeau, CNBC's automotive and airline expert, dives into the chaos in airline operations caused by the FAA's flight reductions amid a government shutdown. He discusses the rising flight cancellations and what it means for travelers. The conversation also touches on Tesla's recent $1 trillion pay package for Elon Musk, the implications for the EV market, and insights from Max Levchin, CEO of Affirm, on the buy now, pay later fintech model and its resilience during economic fluctuations.

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.

Richard Fisher, former president of the Dallas Federal Reserve, discusses the implications of a DOJ probe into Jerome Powell, emphasizing threats to Fed independence. Rick Rieder from BlackRock shares a market outlook, calling for thoughtful investing strategies and pinpointing sectors like healthcare tech and energy infrastructure. Eamon Javers provides insight into White House reactions to the probe, while Phil LeBeau reports on record auto sales and high transaction prices, highlighting trends shaping consumer behavior.

Rick Santelli, a senior market commentator known for his insightful bond-market analysis, discusses productivity trends and the outlook for 10-year yields ahead of a critical jobs report. Meanwhile, automotive industry reporter Phil LeBeau reveals that General Motors faces a staggering $7.1 billion in charges tied to EV write-downs and restructuring efforts in China. The duo explores significant market shifts, including impacts on the automotive and bond sectors, making for a compelling discussion on current economic dynamics.

Phil LeBeau, a well-known automotive reporter for CNBC, dives into Ford's shocking $19.5 billion write-off on its electric vehicle business and the company's shift toward hybrids. He discusses the implications for Ford's strategy, including changes to the F-150 Lightning and new energy storage plans. The conversation also touches on Terns Pharmaceuticals' promising cancer drug trial results and their upcoming pivotal trials, spotlighting the biotech sector's dynamic growth.

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.

Automotive reporter Phil LeBeau dives into the shifting dynamics of the EV market, highlighting Tesla's disappointing Q4 delivery numbers and its fall from the top spot. The discussion reveals how competitors like BYD are challenging Tesla's dominance. Will emerging technologies like robotaxis and robotics help Tesla bounce back? The panel debates the implications for investors amidst evolving valuations and expectations, bringing a mix of insights on market sentiment and future strategies.

Phil LeBeau, an automotive industry reporter for CNBC, dives into the soaring new car prices and what it means for buyers. He shares that experts predict no immediate relief in prices, leaving many to ponder their options. Jessica Ettinger offers practical advice on how to prepare, suggesting saving monthly and even considering cash payments to steer clear of interest costs. This insightful discussion sheds light on the current market dynamics and helps listeners navigate their purchasing decisions.