Worldwide Exchange

CNBC
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Jun 10, 2024 • 43min

Apple WWDC, Europe Elections, and the Freight Recession 06/10/24

Apple kicks off its Worldwide Developers Conference today, as the company looks to play AI catch-up. Maxim Group's Tom Forte and Laffer Tengler Investments' Nancy Tengler tee up the event. Plus, European markets are selling off as the conservative wave sweeps across France, Germany, and others. Fordham Global's Tina Fordham discusses. And, the end to the freight recession could be farther away than expected. HSBC's Parash Jain explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jun 7, 2024 • 43min

May Jobs Report, Apple vs. Nvidia, and Meme Stock Madness 06/07/24

The monthly jobs report will be key to the market action today. ZipRecruiter’s Julia Pollak gives her estimates. Plus, the battle of the market cap leaders is on between Apple and Nvidia. Big Technology’s Alex Kantrowitz discusses. And, shares of GameStop are surging once again after Keith Gill scheduled his first YouTube stream in almost four years. Former SEC Commissioner Michael Piwowar and Former E*TRADE CEO Karl Roessner explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jun 6, 2024 • 42min

ECB Decision, the State of Freight, and Diversity in Business 06/06/24

The European Central Bank is widely expected to cut rates for the first time since 2019. Citi's Beata Manthey explains. Plus, bullish signals for the freight market, as Saia says it's seeing an uptick in demand. Saia CEO Fritz Holzgrefe discusses. And, according to a new report, nearly three quarters of top black business leaders believe their company has a strong commitment to diversity, equity, and inclusion. Executive Leadership Council's Michael Hyter dives into the data. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jun 5, 2024 • 42min

Software Slump, Lululemon Earnings, and Meme Stocks 06/05/24

Shares of Hewlett Packard Enterprise and CrowdStrike are higher, offering some relief to the slumping software sector. Clockwise Capital's James Cakmak discusses. Plus, Lululemon reports earnings after the close today. LSEG's Jharonne Martis and Bernstein's Aneesha Sherman debate the outlook for the company. And, the dust is anything but settled for GameStop following its massive stock pop on Monday. The New York Times' Kate Kelly explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jun 4, 2024 • 43min

Meme Stock Mania, AI-Enablers, and 2017 Tax Cuts 06/04/24

Volatility may be here to stay, as meme stocks and blue chips come off a wild day of trading. Former SEC Commissioner Jay Clayton gives the latest. Plus, one fund betting big on AI-enablers has been outperforming the S&P 500 and Nasdaq over the last year. Putnam Investments' Richard Bodzy dives into his fund's top holdings. And, there's a growing showdown over former president Donald Trump's 2017 tax cuts. Veda Partners' Henrietta Treyz explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jun 3, 2024 • 43min

Nvidia and AMD's New Chips, OPEC+ Extends Cuts, and Software Sector Slump 06/03/24

Nvidia and AMD are rolling out new AI chips, as industry competition heats up. Cleo Capital's Sarah Kunst explains. Plus, OPEC+ has agreed to extend production cuts into next year. Energy Intelligence's Amena Bakr and RBC's Helima Croft discuss. And, is the software sector slump finally coming to an end? Check Point CEO Gil Shwed weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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May 31, 2024 • 42min

Trump Found Guilty, April PCE, and Retail Earnings 05/31/24

A New York jury has found former President Donald Trump guilty on all 34 felony charges of falsifying business records. Fordham Global Foresight's Tina Fordham gives the latest. Plus, key to the market action today is the Fed's preferred gauge of inflation: April PCE. Milken Institute's William Lee previews the report. And, it's been a mixed bag of retail earnings this week. Jane Hali & Associates' Jessica Ramirez explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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May 30, 2024 • 43min

Salesforce Plunges, Q1 GDP, and Dumping Disney 05/30/24

Salesforce is set to shave 280 points from the Dow after posting its first revenue miss since 2006. Wedbush's Dan Ives explains. Plus, the second read on Q1 GDP could be a major market driver today. Former Fed Vice Chair Roger Ferguson discusses. And, sources tell CNBC that Nelson Peltz has sold his entire stake in Disney. Albion Financial's Jason Ware dives into what's next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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May 29, 2024 • 43min

Salesforce Earnings, AI in Autos, and the Nasdaq's Fresh Record Close 05/29/24

Salesforce reports earnings after the close today, with profit expected to grow more than 40%. Powers Advisory Group's Matt Powers tees up the results. Plus, among the factors fortifying Nvidia's impenetrable moat will likely be the auto sector. Former Ford CEO Mark Fields explains. And, the Nasdaq is coming off a fresh record close as the tech trade continues to dominate. Bleakley Financial Group's Peter Boockvar and Hightower Advisors' Stephanie Link discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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May 28, 2024 • 42min

Nvidia's Market Cap, Health of Housing, and AI's Retail Impact 05/28/24

Nvidia is just behind Apple and Microsoft in terms of market cap following last week's 15% surge. I/O Fund's Beth Kinding weighs in. Plus, it's a busy week of housing data, as that market continues to struggle with higher rates and lower inventory. Brown Harris Stevens CEO Bess Freedman discusses. And, if the AI impact roadmap starts with Big Tech, retail and the consumer are not too far behind. Storch Advisors CEO Gerald Storch explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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