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Episodes


Dollar weakness was a major catalyst for global stocks, says BFG Wealth's Peter Boockvar

Halftime Investment Committee debates how far the equity rally can run

Bitcoin is not digital gold and behaves like a speculative financial instrument: Stifel's Bannister

Under the hood of the AI economy: Databricks CEO Ali Ghodsi
The podcast explores the transformative impact of AI on enterprise software, focusing on how AI agents are increasingly building databases and creating software in-house for both tech and non-tech companies. Databricks CEO Ali Ghodsi shares insights on investor concerns about circular AI funding and the potential disru...

Preparing for another tech wipeout: Databricks CEO — 2/9/2026

AI upends the software ecosystem

Squawk Pod: Super Bowl ads & GLP-1 competition - 02/09/26 | Audio Only

Rockefeller International’s Ruchir Sharma explains why 'sell America' narrative is a myth

Dr. Scott Gottlieb on Novo Nordisk vs. Hims & Hers: We have a drug approval process for a reason

Volatility, dispersion and fragmentation are the top investment themes this year: Mohamed El-Erian

Market rotation holds as AI uncertainty keeps tech volatile

Watch CNBC's full interview with White House National Economic Council Director Kevin Hassett

Mad Money 02/06/26 | Audio Only

This is typical volatility for bitcoin, says SkyBridge's Scaramucci

Market broadening is very healthy, says Richard Bernstein Advisors CEO Richard Bernstein

Market bounce back has to do with spending hyperscalers are planning: Yardeni Research's Ed Yardeni

Fundstrat's Tom Lee: Crypto looks like it is bottoming now

49ers Owner Jed York Outlines His Biggest Wins And Lessons Learned

Nvidia CEO Jensen Huang: AI is going to fundamentally change how we compute everything
The current $660 billion capital expenditure by hyperscalers represents the largest infrastructure build-out in human history, driven by a fundamental shift from pre-compiled software to real-time generative intelligence. Brad Gerstner, founder of Altimeter Capital, argues that this spending is sustainable because AI h...
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