ABOUT THIS EPISODE
November 12, 2026; Brian Sullivan breaks down NVIDIA’s leadership crisis after Jensen Wong’s resignation, including Colette Kress stepping in as interim CEO, congressional scrutiny tied to China export controls, and the stock’s sharp selloff. Guests weigh whether NVIDIA’s board, customers and investors can move past the turmoil as oil, Iran and gold add more market uncertainty.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
English
United States
TRANSCRIPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
OTHER EPISODES IN THIS PODCAST
October 30, 2025; 1pm: Brian breaks down Alphabet’s worst-day selloff as AI search pressures Google’s paid clicks, plus broader market jitters around Caterpillar, ServiceNow, Fortinet and the Fed. Guests discuss diversification, Raymond James’ record quarter, XPO’s diesel exposure, NextPower’s role…
October 28, 2026; 1pm: Kelly Evans and Brian Sullivan lead CNBC’s special Fed coverage as markets price in a hold while guests weigh inflation, oil above $100, AI-driven growth, upcoming tech earnings and midterm election risks.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inf…
Venture capitalist Logan Bartlett breaks down the good, the bad, and the ugly in Anthropic’s IPO prospectus. Where to put money to work outside of the AI trade. Plus, ahead of the October Fed decision, Greg Ip argues that interest rates “look kinda low.”
Hosted by Simplecast, an AdsW…
October 30, 2026; 1pm: Live from the Shadow Fed Conference, Kelly discusses the tech sell-off, AI data center risks, and the Fed’s rate path with Howard Marks, Lou Crandall, Jason Trennert, Jeffrey Lacker, and James Bullard. The key takeaway: markets are repricing AI exuberance and renewed Fed tigh…
November 2, 2026; 1pm: The Exchange breaks down the AI stock sell-off, hyperscaler financing concerns, Apple’s agent risk, data center election politics, falling oil prices on Iran peace hopes, and midterm market setups. Kelly and guests examine whether tech can re-rate as free cash flow improves a…
Disclaimer: The podcast and artwork embedded on this page are from CNBC, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
EDIT
Thank you for helping to keep the podcast database up to date.
