CNBC’s “Money Movers”

Oaktree’s Howard Marks lays out how he’s thinking about the AI trade and software, detailing how his personal experience with Claude changed his mind. Plus, why he says the worries in private credit are not systemic. Then TD Cowen breaks down Broadcom results and whether the stock has more room to run. And the CEO of Okta on results and why the competition in AI isn’t a winner take all equation. ...

Investors react to continued escalation around the globe with Asian stocks plummeting. Deutsche Bank lays out its playbook for navigating the volatility. Then, new CNBC reporting details Anthropic’s growing revenue numbers amid a standoff with the Pentagon. And are Microsoft’s outside AI investments coming back to hurt its own business? All that on Money Movers. Hosted by Simplecast, an AdsWizz co...

Stocks drop sharply on continued fighting in the Middle East. Two of Wall Street’s top strategists lay out how to think about positioning with so much geopolitical uncertainty. Then, Andreessen Horowitz’s Ben Horowitz on his firm’s investments in aerospace and defense and how the war with Iran is impacting sentiment, especially in the AI sector. Plus, the CEO of MongoDB. The stock getting caught u...

The President addresses the latest on the war with Iran, reiterating the assertion that Iran cannot obtain a nuclear weapon. Then, lead U.S. negotiator for the 2015 Iran nuclear deal. On what comes next in the conflict. Plus, a live report outside Anthropic’s San Francisco HQ, after the Pentagon blacklisted the company and signed a deal with rival OpenAI. Hosted by Simplecast, an AdsWizz company....

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play...

Street reaction to Nvidia and software results. Nvidia dragging down the major indices as shares move lower after earnings. Plus, State Farm returning cash to customers. A breakdown of those details. Plus, one economic data point flashing a sign that could signal a change in market leadership. B of A breaks that down. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ab...

Software faces it latest test with results from Workday. A look ahead to earnings from Salesforce and Snowflake. Plus, the CEO of Cava with his first reaction to earnings. The stock up more than 20% after the company says they are bridging the K-shaped economy. And the Department of Defense pressing anthropic for full access to its AI tools. The company’s response and why it may not be so straight...

Along with the coming legal battle over tariff refunds, investors try and understand how new tariffs will impact business. A breakdown of those new levies. Then the CEO of Amer Sports. Owner of Brands like Wilson, Salamon and Arc’teryx, with his reaction to earnings and outlook for the high-end consumer. Plus, long-time media investor Mario Gabelli, on how a new offer from Paramount Skydance, for...

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play...

After the Supreme Court ruled the Trump administration’s tariffs are illegal, we hear from two of the top players in the legal battle. The CEO of Learnings Resources, one of the lead challengers in the Supreme Court case. We also speak with the Counsel of Record for V.O.S. Selections, the wine and spirits company whose name is on one of the leading suits. Plus, how does the ruling impact individua...

Goldman’s Chief U.S. Equity strategist explains why despite fears surrounding AI disruption, recent earnings reports have shown solid growth. Why he’s standing by his 7,600 year-end S&P 500 target. Then the CEO of Wheaton Precious Metals on the price action in gold and silver, and how that’s impacting his business. Wheaton just announcing a big deal with a top global miner. And the CEO of Carvana...

The CEO of commercial real estate giant JLL breaks down the company’s most recent results plus lays out the impact of AI on the sector amid potential fears of a pull-back in office leasing activity. Then Meta’s Mark Zuckerberg arrives at the courthouse in L.A. ahead of his testimony over the harm of the company’s algorithms on kids and teens. Plus, the President of FIFA on the impact of the 2026 W...

The CEOs of Medtronic and eToro join the show to break down quarterly results. eToro seeing crypto volumes plunge along with the price of the asset but investors liking what they heard in terms of outlook. Then, the CEO of Twilio on how his company is using AI and why certain companies are being caught up in the software sell-off. Plus, a new quantum company going public on the NYSE. The CEO of ‘I...

The CEO TC Energy, one of the largest nat gas pipeline operators in the North America, joins the show after posting better than expected results. Plus, he breaks down what AI power demand means for prices. Then with funding for DHS set to expire at midnight, TSA funding is in jeopardy. The impact for travelers during the holiday weekend. And some of the top AI companies are proving they can train...

AI fears are impacting other parts of the market beyond software. A look at the most recent sector facing investor skepticism, with some names down 20%+. Then, the CEO of AWS with Amazon’s first reaction to its ambition $200B capex plans, related to the AI buildout. And breaking news from Washington with changes at the DOJ. Why the Trump administration’s antitrust chief is stepping down. Hosted by...

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play...

Breaking this hour: The New York Fed publishing its most recent report, showing the nation’s household debt jumped in Q4 to $191B. Student loans playing a large part of the equation. Then the CEO of Hasbro joins the show with his first interview post-earnings, the stock doubling over the past two years. And a look at the tale of two AI markets. Why U.S. and Chinese markets have been having very di...

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play...

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play...

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play...

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play...

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play...

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play...

One of the first public reactions from the Fed to the President’s pick of Kevin Warsh for the next Fed Chair. Fed Governor Stephen Miran talks the outlook for rates, inflation and what the future holds for himself in terms of his next job. Then how the Warsh pick impacts the outlook for rates and the market. Deutsche Bank lays out what investors should be thinking about. And gold and silver plumme...

The Nasdaq falls more than 2% as Microsoft and software move lower. What’s driving those declines? We discuss. Then, Meta shares jump after an earnings beat with investors shrugging off concerns about growing capex numbers. Plus, the CEOs of Lazard and Raymond James join the show on the back of earnings with their outlook for M&A and the macro economy. Hosted by Simplecast, an AdsWizz company. See...