エピソード

  • CNBC @ Cboe: Live from Chicago 6/25/26
    2026/06/25

    Kelly Evans and Brian Sullivan are live for a special 2-hour broadcast from the Cboe’s iconic trading floor in Chicago with Chicago Fed President Austan Goolsbee, Ariel's John Rogers, Cboe CEO Craig Donohue, Northern Trust CEO Mike O'Grady, Harris Oakmark's Bill Nygren, and more.


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    45 分
  • Memory’s Micron Moment, Congressional Clash, and Just a June Swoon? 6/24/26
    2026/06/24

    Amid the recent choppiness in the memory trade, we bring you we bring you the key numbers ahead of bellwether Micron’s earnings--and the share price KKM’s Jeff Kilburg, who timed the Intel rally, says would make him a buyer again. President Trump cancels the signing of the bipartisan housing bill, aimed at lowering housing costs, amid an ongoing battle with Congress over a controversial voter ID bill. Plus, why stocks will soon be over the June swoon.


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    44 分
  • Fading Memory, Retail Renaissance, and Standby on SpaceX 6/23/26
    2026/06/23

    Memory chips come back down to earth. Wolfe targets a new top pick in retail. Plus, why G Squared Capital’s Victoria Greene is sitting on the SpaceX sidelines.


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    38 分
  • The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26
    2026/06/22

    Every Mag 7 stock is down over the past month, while memory names keep rallying. We look at the fractures in tech, and what’s the better AI trade from here.

    Plus, a look at Alan Geenspan’s influence on Fed policy.


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    44 分
  • Apple Price Hike, Oil Prices Fall on Iran Agreement, and a SpaceX Bear 6/18/26
    2026/06/18

    Apple will reportedly raise prices, and President Trump says the company will partner with Intel to design and build chips in the US. Oil and gas prices fall as the Iran peace agreement seems to move forward. Plus, CFRA says markets are overvaluing SpaceX’s future optionality while discounting execution risks.


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    44 分
  • Special Coverage: Kevin Warsh’s First Rate Decision as Fed Chairman 6/17/26
    2026/06/17

    Kelly Evans and Brian Sullivan host CNBC’s special coverage of the Federal Reserve rate decision live from Washington, DC. Former Philadelphia Fed President Patrick Harker, Former Kansas City Fed President Thomas Hoenig, AOL Founder Steve Case, and Senator Dave McCormick (R-PA) are just a few of the big names weighing in on new Chairman Kevin Warsh and how he could reshape the central bank.


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    49 分
  • Iran Peace Framework, Tech Takes Off, and Investing in World Cup Infrastructure 6/15/26
    2026/06/15

    Stocks pop after the US and Iran sign an agreement to continue to negotiate an end to the war. Tech stocks surge, with chips, software and the Mag 7 all catching a bid ahead of this week’s Fed decision. Plus, how to capitalize on the tax-free investments powering the World Cup host cities.


    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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    44 分
  • SpaceX Soars in Trading Debut 6/12/26
    2026/06/12

    Shares of SpaceX pop in the biggest IPO ever. We dig into what it will take to bring the company to scale, some of the key technological risks it faces, and what it will take for Elon Musk to maintain his newly-minted trillionaire status.


    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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    49 分