
The Exchange
1,708 episodes — Page 31 of 35
Alphabet soup, treatment setbacks and Black Friday(s)
As the market reverses lower, some investors could be misreading the signs when picking a letter to describe the economic recovery. We’ll explain.Plus, Eli Lilly is pausing its Covid antibody drug trial, now the second virus treatment setback this week. Should investors rethink their strategy in the healthcare space? We’ll debate. And, Walmart is throwing out its Black Friday playbook, and breaking it up into three separate sales events. Could this be a winning strategy? We explore in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple’s big event, cash on the sidelines and a “JV” ETF
Apple kicks off its biggest product event in years, announcing four new 5G- supported iPhone 12 models. We’ll bring you the key details as they break, and tell you all you need to know.Plus, Blackrock CEO Larry Fink says he sees signs of “underlying strength” in the market, including investors sitting on the sidelines who could pump even more cash into stocks. Is he right? Our market experts debate. And, Invesco is launching a “junior varsity” version of its successful Nasdaq 100 ETF, the QQQ. We’ll give you the what, when and why in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Three driving forces, retail’s mega-deal race and the future of live shopping
There are three big forces at play in the market right now: vaccine, election and earnings. Which will be the biggest catalyst for gains? Our market experts debate.Plus, Amazon Prime Day kicks off after months of delays, and other big box players are cashing in with sales of their own. Who will come out on top? We explore.And, brands like Levi’s and Tommy Hilfiger are betting on QVC-style live pitches to reach shoppers amid the pandemic. Is this the next big idea, or a fad destined to flop? We discuss in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trump Calls for More Stimulus, Energy’s Big Week, Launching a Business During the Pandemic
Stocks climb on reports that Pres. Trump intends to raise the stimulus offer to $1.8T, but two strategists say the markets going higher with or without a deal. They tell us where they’re seeing opportunities.Oil making big moves this week, and energy getting the of approval from Carl Icahn. Should investors jump in?Plus, despite thousands of small businesses closing, many are also launching during the pandemic. We have a look at what’s behind the surge. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What’s the Deal?, Banking Bonanza, and a Muni Mess?
Will they or won’t they? Speaker Pelosi says there won’t be a skinny deal for airlines without a broader Covid relief bill. This after the President called talks “productive.” We look at the market impact from all the back and forth.Plus, financials finding some footing recently as we head into a big week of earnings for the sector. We’ll debate what names should be in your portfolio ahead of the results.And, the pandemic is taking its toll on municipal finances across the country, and the work-from-home trend could make it even worse. We’ll tell you how. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks like Skinny, Eli Lilly’s Big FDA Move, & a Real Threat to Tech Titans?
Stocks are rallying as the President proposes smaller, targeted relief aid but do investors believe this is real progress? We debate.Plus, Eli Lilly has filed for FDA emergency use authorization of its Covid-19 antibody drug. We’ll speak with the CEO about the treatment, the potential timeline, and what production could look like.And, in its lengthy report, Congress concludes four big tech giants have monopoly power and it’s time for changes. We look at what is likely to make its way into the bills as the real work begins. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Powell Gets Cautious, Coffee & Carne Asada and Spending Without a Stimulus
Fed Chair Jerome Powell saying the pace of the recovery is slowing and more support will be needed… we discuss what it means for the markets.The teens aren’t spending, according to a new survey, but there is one sector they’re splurging on. We dig into the results.And while teens aren’t spending, adults could be around the holidays even if there isn’t another round of stimulus, according to one analyst Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
From Washington to Wall Street, When the Bill comes…, and Roll the Credits.
As the case count rises in Washington, we look at who has it, and the potential impact on top issues for investors.Plus, two major issues the U.S. will have to deal with after the pandemic…weaker population growth and the drag of high debt. We look at the fallout for the economy.And, an industry on the brink. We’ll look at the future of theaters, malls and Hollywood as cinemas close down again, and the impact it’s having on stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Investors react as the President tests positive for COVID-19
A big day for the markets, the economy and the U.S. after President Trump and his wife test positive for covid-19. We breakdown what it means for investors, policy negotiations, the campaign and the fate of this pandemic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Tries to Regain Footing, Recruiters are Bullish, and Stimulus Problem Solving
Tech trying to regain its footing after its September swoon. A top portfolio manager reveals what he’s buying now.Despite the ongoing economic uncertainty, recruiters are still bullish ahead of tomorrow’s jobs number.And the stimulus stalemate…with talks frozen in Washington, we talk to a Republican Congressman about his caucus’ bipartisan bill. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Special Episode | The News with Shepard Smith
Today, CNBC launched its newest daily podcast, The News with Shepard Smith. Each day, expect deep, non-partisan coverage and perspective on the day's most important stories. Featuring on-the-ground reporting from around the globe, The News with Shepard Smith goes beyond the headlines to give listeners sharp context into the world around them. It is punctuated by compelling, thought-provoking expert guests – all pulled together by Shepard Smith's trademark devotion to speed, accuracy and the trust of his audience. Available to listen daily by 8:30pm ET / 5:30pm PT. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Palantir Opens for Trading, Dallas Fed’s Kaplan on Dissent, What NOT to do in an Election Year
Palantir opens for trading, we have the tick by tick of its debut. Dallas Fed President Robert Kaplan discusses his dissent in the FOMC decision earlier this month.Plus, one strategist tells us the worst thing investors could do during an election year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Covid Fears Weigh on Stocks, Strong Consumer Sentiment and the Value of “Nothing”
The covid pandemic has killed one million people, and with New York considers shutting down hot spots again, those worries are weighing on stocks. Two strategists weigh in on whether investors should brace for a repeat of March.And despite the stock market’s September swoon, consumer sentiment was strong. We have the latest read from The Business Roundtable. Plus, the value of “nothing.” Why intangible assets may be a better place to put your money than the traditional value index. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Key Deadline for Airlines, IPO-mania and Josh Brown’s Favorite Investing App
October 1 could bring furloughs for more than 30,000 airline employees. Will they get another lifeline? We discuss. It’s a hot week for IPOs, we take a look at the names poised to go public. And Halftime Report’s Josh Brown called it his ‘favorite investment app on Earth,’ we talk to the founder of Earnings Call about what sets his product apart. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Introducing The News with Shepard Smith – Coming Soon
The News with Shepard Smith is CNBC's daily news podcast providing deep, non-partisan coverage and perspective on the day's most important stories. Featuring on-the-ground reporting from around the globe, The News with Shepard Smith goes beyond the headlines to give listeners sharp context into the world around them. It is punctuated by compelling, thought-provoking expert guests – all pulled together by Shepard Smith's trademark devotion to speed, accuracy and the trust of his audience. Available to listen by 8:30pm ET / 5:30pm PT daily beginning Wednesday, 9/30. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The stimulus debate, Palantir’s valuation continues to rise and Wall Street loves Draftkings
Washington may see some movement on another stimulus plan and many say that could be bullish for the markets. We’ll look at where the opportunities could be. And, Palantir’s valuation continues to rise as it gets ready to list next week. The WSJ’s Maureen Farrell give us the exclusive details on what wall street is expecting. Plus, another bullish call on Draftkings as the stock continues to soar and Qantas is selling its airplane bar carts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Tumult, Stalled Stimulus and Tariff Tantrums
Tech stocks having a whipsaw week and one portfolio manager says there is more pain ahead. He tells us where he’s seeing opportunities.And, St. Louis Fed Pres. Bullard says everything is great, while Goldman cuts its outlook…BofA economist Michelle Meyer gives us her outlook on the economy as stimulus is stalled.Plus, it’s corporate America v. the Trump administration…why thousands of companies are filing suits. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Next Shape of the Recovery, Office Vacancies’ Long Game and the Street’s Battery
Today marks the sixth month anniversary of the March lows, could markets be poised to go from a “V”-shaped recovery to a “W”? We discuss.Commercial real estate services firm Cushman and Wakefield doesn’t see an office vacancy recovery until 2025.Plus, the Tesla Battery Day debate, Nike just did it in the first quarter, and the biggest SPAC deal ever…all in today’s Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kudlow on Stimulus, Lowering the Voltage, and a Make-or-Break Moment for Apple?
The chorus is growing louder for Congress to pass a stimulus bill. Fed Chair Powell says its essential but with the Supreme Court fight looming, is there any chance Congress can compromise and push the bill through?We’ll ask NEC Director Larry Kudlow. Plus, Apple is down 20% from its high and one of our guests says the stock could be facing a make-or-break it moment. He tells us why. And, Tesla shares lower as Elon Musk tempers expectations for battery day. We look at what to expect, why it matters, and where the stock is headed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets Sell Off, What’s the deal with TikTok?, and Work-From-Home Winners
Investors are on edge as Coronavirus cases spike overseas, uncertainty over stimulus grows, and the future of the Supreme Court is up in the air. We look at the market impact and how to invest if volatility is here to stay. Plus, Chinese state media says the government won’t approve the TikTok deal in its current form, we’ll head live to Beijing for the latest and whether U.S. companies could be retaliated against should U.S.-China tensions escalate. And, Zoom Video, Peloton and Slack may be the most well-known work-from-home winners but there’s one hot area you may not have heard about and it still has room to run. We speak to the analyst making the case. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
TikTok on the clock, a “post-pandemic reset” and the software surge rolls on
The U.S. will block TikTok downloads starting Sunday, while sources tell CNBC that WeChat is “dead” in this country. We have the latest details, and explore whether a deal will come together to avoid this fate.Plus, Home Depot & Lowe’s have been huge beneficiaries of the stay-at-home trade. But one analyst says that’s about to change in a big, big way. He joins us to discuss.And, another day, another software IPO - this time, video game backer Unity. As its shares surge in their trading debut, we discuss why company employees may cash in sooner than expected in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A real rotation?, the future of medicine and Snowflake is melting
Transports, industrials and materials are stealing the spotlight from technology as market leaders. But can this new leadership keep the market moving forward? We’ll debate.Plus, telehealth player Amwell makes its public debut on the NYSE today. We’ll talk to the CEO about the future of medicine and its work amid the pandemic.And, shares of data darling Snowflake are falling today, after surging as high at $319 per share in its own IPO yesterday. But did it leave money on the table by pricing shares too low? We’ll explore in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Countdown to The Fed, a Facebook freeze and a red-hot Snowflake
The Fed is set to announce its decision on interest rates, wrapping up its final meeting before the election. We look at the market-moving comments investors need to watch for.Plus, dozens of celebrities are freezing their Instagram accounts as part of a one-day boycott. We explore the movement behind the social media protest in Rapid Fire. And, data startup Snowflake soars at its public debut, with shares even halted temporarily amid a rush of buying. We discuss whether there’s too much froth in piping-hot software IPOs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple takes the stage, Buffett’s big data bet and is the worst behind us?
Apple unveils a bunch of new hardware and software offerings at its latest product event. We’ll bring you instant analysis of each new product as the announcements unfold. Plus, Berkshire Hathaway is making an unusual investment – a multi-million dollar stake in soon-to-IPO Snowflake. We explore what the investment means for both Snowflake and Warren Buffett. And, Bank of America’s top brass says consumer spending in August returned to 2019 levels, after a sharp decline earlier in the year. Is the worst of the economic pain behind us? We’ll debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
50 days out, airlines’ turbulent year and the battle for TikTok is over
We’re just 50 days away from the biggest wildcard for the stock market: the presidential election. We explore what’s at stake for both voters & investors. Plus, it’s been a tough year for the airline industry, but lately investors appear ready to buy in again. We speak with JetBlue CEO Robin Hayes about investor appetite and the path to recovery.And, ByteDance has chosen Oracle as its U.S. partner in TikTok. But it’s not a buyout, or what President Trump requested. We break down the ins & outs of this unusual deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Alive & Well, Apple’s App Store Move, and the Refi Boom
Despite warnings from some high-profile investors this week, Bank of America says don’t worry, the Bull Market is alive and well. Are they right? We’ll ask.Plus, Apple issues new rules for the App Store and it’s sending the streaming stocks lower. We look at what’s changing and who’s impacted the most.And, a record number of Americans could be saving as much as $500 a month on their mortgage but they aren’t. We look at why and whether you could be one of them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Struggling for direction, the read on realty and the NFL returns
The bulls and bears are fighting a tug-of-war for control of the market after a three-day tumble. What should investors do right now, and what would signal the end of the selloff? Our panel of experts debate.Plus, we talk to the CEO of one of the country’s biggest landlords to find out what his tenants are seeing in the economy right now.And, the 2020 NFL season kicks off tonight, and there’s a lot of money riding on its success. We explore who’s got the most at stake in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Excessive Enthusiasm?, The C-Suite-Main Street Disconnect, and a Bright Spot for Restaurants
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Beating the Market, Tesla gets snubbed, and how low can Apple go?
We’ll speak with a fund manager whose 5-star fund is beating 99% of his peers and is up 68% year to date. The stocks he’s buying may not be on your radar. We’ll tell you the names and what makes them attractive. Plus, Tesla gets snubbed by not getting added to the S&P 500. We take a look at why that move is emblematic of the current market set-up.And, while most of Wall Street was yelling “buy” on Apple, Goldman went against the curve and said “sell.” We look at why and how low they think it can go. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A topsy-turvy day, jobs report tea leaves and time to ditch growth stocks?
Another rollercoaster day for the averages, with stocks unable to hold onto gains following this morning’s jobs report. Our market experts break down where the weakness is, and how investors should react.Plus, nearly 1.4 million jobs were added in August, but the number of people out of work is still down by more than 11 million since the pandemic hit. We discuss the labor market, economic recovery & more with Boston Fed President Eric Rosengren.And, Steve Grasso of Stuart Frankel explains why it might be time for investors to take profits from growth stocks like Apple, and begin to buy into cyclical names. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Market mayhem, a sector pulse check and Apple gone rotten?
The red-hot tech sector is cooling off, leading today’s sharp move lower for the averages. Our experts break down why there’s a sudden change in market confidence.Plus, amid today’s rollercoaster market action, we drill down on what’s happening for Tesla, leisure stocks and the restaurant sector.And, Apple is one of the biggest drags on the Dow, on pace for its worst day since mid-March. Is this simply investor profit-taking after completing its stock split, or a sign of trouble ahead? We debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Market momentum, where the jobs are & the ‘Jordan effect’
Kelly gets ‘technical’, using charts to explain why the S&P and Nasdaq trading sky-high above their 200-day moving averages is signaling the market could be overbought.Plus, with the August jobs report on deck, a new industry report paints an optimistic picture of hiring trends across the country. We break it all down with Recruiter.com CEO Evan Sohn.And, NBA legend Michael Jordan is taking an equity stake in Draft Kings in exchange for becoming a special advisor to the company. We break down this unprecedented deal, and the power of MJ’s brand in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Here comes September, the individual investor boom and ESG under attack
September kicks off with new all-time highs for the S&P and Nasdaq, but there’s still a ‘wall of worry’ awaiting the market. We break down what investors need to watch.Plus, mom & pop stock trading is at its highest level in a decade, powered in part by Coronavirus lockdowns and free apps like Robinhood. We explore how the rise of individual investing is shaping the market right now.And, the Labor Dept. is proposing new rules that could limit ESG investments in 401(k)s, and some of the world’s largest asset managers are pushing back. We discuss the key details. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The final luxury frontier, drama at the golden arches and a delicious new “SPAC”
Space is widely referred to as “the final frontier”…but could it be the final “luxury” frontier too? We speak with an analyst who’s betting that consumer space travel is the next must-have for the rich, and why Virgin Galactic is the way to play it. Plus, McDonald’s has some harsh words for its ousted CEO Steve Easterbrook, amid a lawsuit to recoup some of his compensation. We break down the company’s unusual corporate drama, and what it could mean for other firms in the future. And, snack maker Utz makes its public debut on the NYSE through a special purpose acquisition company (SPAC), following nearly a century as a private family-owned business. We explore the benefits of SPACs for Utz & others in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Cracks in the Economy?, Electrifying Gains, and a Glam Slam.
Big layoffs, warnings from food companies, and cautious Fedspeak today…is the economy starting to lose momentum? We’ll explore. Plus, forget Apple and Amazon, if you’re looking for gains, head to the electric vehicle market. We’re talking moves of more than 300%. We look at whether this is sustainable and which stocks are due for a pullback.And, Ulta’s online sales surged 200% in the last quarter. We have a closer look at the products that helped the bottom line and whether the trend will continue to be a thing of beauty. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Inflation calibration, the clock runs out and a historic moment for sports
The Federal Reserve says its shifting its policy around inflation, which could have long-lasting effects on our economy. We break down this historic move with Dallas Fed President Robert Kaplan.Plus, Walmart is teaming with Microsoft in the battle for TikTok, on the same day the embattled social media firm’s CEO quit after less than three months on the job. We explore all of the TikTok drama in Rapid Fire.And, a historic moment for sports, as NBA players walked out of games in protest of the shooting of Jacob Blake. We discuss the path forward for pro sports amid social unrest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Anxiously awaiting Powell, poised for a breakout and a looming career crisis?
Stocks hit new highs today ahead of a key speech from Fed Chair Jerome Powell tomorrow. Will Powell’s remarks be as “profoundly consequential” as strategists are predicting? Our market experts debate.Plus, we get ‘technical’ with Stephen Suttmeier of BofA Securities, who sees four stock charts suggesting a potential breakout ahead.And, as we celebrate Women’s Equality Day, the future for working women is murky as family obligations increase amid the COVID-19 pandemic. We’ll talk with a economist who says this potential career crisis could set economic equity for women back decades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
An ETF shakeout, a software-fueled surge and housing too hot?
Market volatility has led to a major shakeup for ETFs this year, with nearly 200 shut down so far in 2020 – the typical amount for a full year. What does the future hold for passive investments? We’ll explore.Plus, the stay-at-home trend has fueled a flurry of cloud & software IPOs. Is this a fleeting moment for the sector, or tech’s time to shine? We discuss in Rapid Fire.And, housing has been a lynchpin of the economic recovery, with July sales soaring nearly 14%. But with home prices near record highs, is the real estate market running TOO hot? We’ll debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple’s Dow influence, a fast food hiring spree and a classroom calamity
Apple shares hit new all-time highs ahead of its upcoming stock split, while Microsoft joins the chorus of companies speaking out against its App Store policies. We break down what the split could mean for weighting in the Dow, and whether Apple’s road to $3 trillion just got trickier.Plus, a pandemic-induced hiring spree has led to nearly 500,000 new jobs in the fast food space. We discuss which restaurant names are leading the way, and who’s lagging behind in Rapid Fire.And, according to a new Barron’s report, the economic fallout could reach $700 billion if America’s schools continue to remain closed. We explore all angles of this looming education crisis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Existing Home Sales Surge, A Decade to Dig Out for NYC, Hotel Headwinds
Stocks rallying after existing home sales in July posted its biggest increase EVER… an economist and an investment strategist weigh in.And entrepreneur Don Peebles on Joe Biden’s messaging…and why it’s going to take NYC a decade to recover from the economic fallout due to the pandemic.Sticking with New York, some big-name hotels are in big trouble as they remain vacant. A look at the foreclosures that may be coming in Manhattan and across the country. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What’s Going on in California?, States Sue USPS, and Taco Bell’s Pandemic Revamp
California is having a rough go… blackouts and wildfires on top of the Covid 19 outbreak. We talk to the mayor of San Jose about all that, plus the future of Uber and Lyft in the state.Speaking of California, it’s one of the states as part of a coalition suing the United States Postal Service. The Attorney General joins to discuss the suit.And, Taco Bell’s pandemic revamp, Instagram’s new feature and Airbnb plans to go public. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Towering Timber, Trump the “Activist,” and Fanny Packs are Back!
Lumber prices are soaring in 2020 as homebuilding is hot…a look at how to play that surge without having to buy a forest.And, why Axios’ Dan Primack calls Trump an ‘activist’ when it comes to getting involved in dealmaking.Plus, a shuffle button for Netflix, Harvard on hold, and fanny packs are back. That’s all in today’s Rapid Fire. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oracle enters the fray, an ‘epic’ injunction and priced to perfection?
A source tells CNBC that Oracle has entered talks to acquire TikTok’s U.S. operations. We break down the contenders vs. pretenders in the race for a TikTok takeover.Plus, ‘Fortnite’ maker Epic Games is seeking a preliminary injunction against Apple is in its App Store dispute. Could this be the start of trouble ahead for the tech giant? We explore in Rapid Fire.And, the S&P 500 and Nasdaq just hit new record highs. But as retail names sell off and stimulus talks stall in Congress, is this as good as it gets for stocks? Our market experts debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Vaccine Stocks the Next Weed Stocks?, Robinhood is “unethical,” and “Tik” for Tat
With vaccine stocks on a tear due to late-stage trials and government contracts for Covid vaccines, Jefferies’ Healthcare Equity Strategist tells us why those names could go the way of the pot stocks.And, a Democratic Congressman explains why he called trading app Robinhood ‘unethical’—and the changes he wants made to protect customers.Plus, in today’s Rapid Fire…Uber’s California fight, the US and China’s “tik” for tat, Buffett’s shiny bet and NYC hotels get an elopement boost. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A legal setback, the retail wreck and trade talks in limbo?
A California court just ruled Amazon can be liable for defective third-party goods sold on its marketplace. What does that mean for the future of its e-commerce business? We debate in Rapid Fire.Plus, retail sales climbed for the third straight month in July, and yet retail bankruptcies continue to rise – now totaling more than 40 this year. We explore the retail wreck.And, scheduled U.S.-China trade talks are reportedly in limbo, as tensions between the two nations continue to climb. But is the ‘phase one’ trade deal in jeopardy too? We’ll discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A standout stock, Apple’s fitness ambitions and private sector to the rescue?
Tesla & Moderna are among the high-flying Nasdaq names in 2020, but shares of diabetes management innovator Dexcom have nearly doubled this year too. We talk to CEO Kevin Sayer about what’s driving company growth.Plus, Apple is reportedly set to launch a series of consumer subscription bundles, including virtual fitness classes. Can it compete with the likes of Peloton & Nike in the exercise sector? We debate in Rapid Fire.And, is the private sector the solution to solving the COVID-19 testing crisis? We ask expert Dr. Michael Osterholm, who gives the U.S. a failing grade in our efforts thus far. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What Harris means for Wall St., vertical veggies and a muni mess?
The anticipation for investors is over as Joe Biden has selected Sen. Kamala Harris as his running mate. What can Wall St. expect if the pair get elected in November? Our experts debate.Plus, vertical farming unicorn Plenty just inked a deal to supply produce to more than 400 Albertsons stores. We discuss the deal, the ag-tech startup scene and more with Plenty CEO Matt Barnard.And, investors poured more than $19 billion into municipal bond funds over the past three months. But can the “muni” momentum continue? We’ll explore. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
S&P Near All-Time High, How Safe is Russia's Vaccine? and the Fall of Fall Sports
With the S&P 500 just points away from its all-time intraday high, we take a look at whether there is more positive momentum for stocks and where to put money to work. And, Russia approving a Covid vaccine for the public without completing a Phase III trial and without any studies published by researchers...the Director of the Vaccine Education Center at the Children's Hospital of Philadelphia weighs in on the safety issues and how that could disrupt the global race for a vaccine. Plus, the pandemic could cancel the fall season for college sports, leaving colleges without billions in revenue. A top expert weighs in on the wide-spread ramifications. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Room for a compromise, TikTok is hot and the U.S-China fight moves to the cloud
Treasury Sec. Mnuchin says there’s room for compromise on a new COVID-19 relief deal, just days after President Trump signed executive orders furthering aid amid stalled talks in congress. Is a new deal on the horizon? We’ll explore.Plus, Twitter has reportedly emerged as another potential suitor for TikTok, joining frontrunner Microsoft. But will TikTok’s U.S. ban ever actually take effect? We’ll discuss with a pair of experts.And, Chinese cloud giants Tencent & Alibaba could be next on the chopping block, as the White House urges an American boycott on them. But could this rock the market here at home? We’ll debate in RAPID FIRE. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
No More Urgency?, The China Tech Takedown, and Learning Pod Problems.
The jobs report was better than feared after a bad ADP reading. Will that take the urgency away from a stimulus deal? We have the latest.Plus, the President is escalating his tech battle with China saying he’ll ban business transactions with the owners of WeChat and TikTok. The move could have huge implications for U.S. companies. We’ll explore.And, while New York just announced schools can open this fall, many other states are opting for online-only.That decision is making some parents ban together to form learning pods at home. Will this just widen the achievement gap between rich and poor? We’ll debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.