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Worldwide Exchange delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversation with key leaders, analysis of business and investor trends, and impact across international markets.
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Google's Anti-Trust Trial, Rising Risk to Markts, and UPS' Financial Update  9/12/23

Google's Anti-Trust Trial, Rising Risk to Markts, and UPS' Financial Update 9/12/23

Google faces the Department of Justice today over anti-trust concerns. Evercore ISI's Mark Mahaney weighs in on the trial's impact on big tech. Plus, JPMorgan CEO Jamie Dimon says, while economic conditions are strong right now, there is risk ahead. New Street Advisors Group's Delano Saporu and G Squared Private Wealth's Victoria Greene discuss. And a new investor presentation from UPS details the financial impact of the new Teamsters contract. UPS CEO Carol Tomé explains in an exclusive interview.
44:5012/09/2023
Oracle Earnings, Biden’s Trip to Vietnam, and Key Inflation Data  9/11/23

Oracle Earnings, Biden’s Trip to Vietnam, and Key Inflation Data 9/11/23

Oracle reports earnings after the close today, with investors expecting double-digit cloud revenue growth. Bernstein’s Mark Moerdler previews the results. Plus, President Biden is wrapping up a visit to Vietnam today after attending the G20 Summit in India this weekend. Center for Strategic and International Studies’ Erin Murphy discusses. And, it’s a busy week on Wall Street ahead of the August CPI print on Wednesday. Howard Capital Management’s Vance Howard and Gabelli Funds’ Chris Marangi explain.
44:3811/09/2023
Apple Bouncing Back, the G20 Summit, and Markets This Week  9/8/23

Apple Bouncing Back, the G20 Summit, and Markets This Week 9/8/23

Apple is bouncing back this morning after losing more than 6% of its stock price this week. Big Technology’s Alex Kantrowitz explains. Plus, leaders of the world’s largest economies are descending on India this weekend for the G20 Summit.  Atlantic Council’s Josh Lipsky discusses. And, markets are on pace for another negative week. Chantico Global’s Gina Sanchez and Hightower’s Stephanie Link give their investment thoughts.
44:5308/09/2023
The NFL Season Kickoff, Weak China Data, and the Fed's Beige Book  9/7/23

The NFL Season Kickoff, Weak China Data, and the Fed's Beige Book 9/7/23

The NFL kicks off its season tonight, with big implications for gambling and streaming stocks. JMP Securities' Jordan Bender and UBS' John Hodulik explain. Plus, new data from China show imports and exports slowing for another month. Oxford Economics' Louise Loo discusses. And, the Fed's latest Beige Book revealed growth in the U.S. economy and jobs market slowed in July and August. TS Lombard's Skylar Montgomery Konig and Crossmark Global Investments' Victoria Fernandez break down the impact on the markets.
44:4407/09/2023
Back-to School & Back-to-the Office, Oil Production Cuts, and the State of Meme Stocks  9/6/23

Back-to School & Back-to-the Office, Oil Production Cuts, and the State of Meme Stocks 9/6/23

With Labor Day marking the unofficial end of summer, millions of Americans are heading back to school and work this week. Storch Advisors' Gerald Storch and CBRE's Julie Whelan discuss the impact on retail and real estate. Plus, Saudi Arabia and Russia are extending oil production cuts to the end of this year. CIBC Private Wealth's Rebecca Babin explains the outlook for oil prices. And, meme stocks are coming off massive declines during the month of August. Investopedia's Caleb Silver breaks down where retail investors are searching for opportunities.
44:5306/09/2023
Congress Returns, Arm's IPO, and Growing Bearish Sentiment  9/5/23

Congress Returns, Arm's IPO, and Growing Bearish Sentiment 9/5/23

Congress returns from summer break this week as it looks to ensure the government is funded past the September 30 deadline. American Enterprise Institute's James Pethokoukis explains. Plus, Arm Holdings is expected to kick off its roadshow today ahead of its highly anticipated IPO. Renaissance Capital's Avery Spear explains. And, bearish sentiment is growing at the start of what's historically a rough month for stocks. The Glenview Trust Company's Bill Stone and RBC Capital Markets' Amy Wu Silverman weigh in on the outlook.
44:4505/09/2023
August Jobs Report, the New Trading Month, and Stocks in September  9/1/23

August Jobs Report, the New Trading Month, and Stocks in September 9/1/23

The monthly jobs report is out this morning, with economists expecting hiring to have cooled off during August. ZipRecruiter's Julia Pollak explains. Plus, markets are kicking off a new trading month today. Apex Financial's Lee Baker and Steward Partners' Eric Beiley discuss. And, which sectors are poised to benefit in September? Evans May Wealth's Elizabeth Evans weighs in.
44:0701/09/2023
July PCE Prices, Lululemon Earnings, and Hurricane Idalia’s Insurance Impact  8/31/23

July PCE Prices, Lululemon Earnings, and Hurricane Idalia’s Insurance Impact 8/31/23

July PCE – the Fed’s preferred gauge inflation – is out this morning as investors assess the possibility of more rate hikes this year. Milken Institute’s William Lee discusses. Plus, Lululemon reports earnings after the close today as it outperforms the broader retail sector. Oppenheimer’s Brian Nagel previews the results. And, one part of the market keeping a close eye on Hurricane Idalia is the insurance business. Piper Sandler’s J. Paul Newsome explains.
44:5231/08/2023
Busy Week for Jobs, Salesforce Earnings, and Markets' Relief Rally  8/30/23

Busy Week for Jobs, Salesforce Earnings, and Markets' Relief Rally 8/30/23

It's a busy week on the jobs front, with several employment reports on tap. Clune Construction CEO Dave Hall details the hiring landscape in his industry. Plus, Salesforce reports earnings today as the company accelerates its focus on profitable growth and shareholder value. Baird's Rob Oliver previews the results. And, the markets appear to be in relief-rally mode to close out what has otherwise been a brutal month for stocks. Hennessy Funds' Josh Wein and KKM Financial's Jeff Kilburg explain.
44:5230/08/2023
New Bank Regulations, Lower Healthcare Costs, and Global PC Demand  8/29/23

New Bank Regulations, Lower Healthcare Costs, and Global PC Demand 8/29/23

The FDIC is set to unveil tougher regulations for small and mid-sized banks. KBW's Christopher McGratty explains. Plus, President Biden will speak at an event on lowering healthcare costs, targeting prices for medicare prices. William Blair's Matt Phipps discusses the impact on the pharma sector. And, Best Buy reports earnings today, providing a snapshot on the health of the consumer and enterprise demand. Canalys' Ishan Dutt lays out his expectations.
44:3529/08/2023
The Path Forward for Rates, the Final Trading Week in August, and Gina Raimondo in China  8/28/23

The Path Forward for Rates, the Final Trading Week in August, and Gina Raimondo in China 8/28/23

Jerome Powell says additional interest rate increases could be ahead as inflation remains stubbornly high. Former Fed Vice Chair Roger Ferguson explains. Plus, markets are kicking off the final trading week in August, capping off what’s been a negative month for stocks. Investopedia’s Caleb Silver discusses. And, U.S. Commerce Secretary Gina Raimondo is in China this week, holding high stakes meetings with key senior officials and business leaders. Longview Global’s Dewardric McNeal describes the global impact.
44:5028/08/2023
Jackson Hole Day 2, A Dismal Time for Stocks, and Black Business Month 8/25/23

Jackson Hole Day 2, A Dismal Time for Stocks, and Black Business Month 8/25/23

The Fed kicks off day 2 of its Economic Policy Symposium in Jackson Hole today, where Chairman Jay Powell is set to deliver fresh remarks on inflation. The New York Times' Jeanna Smialek details what to expect. Plus, August is living up to its reputation as a dismal month for stocks. Carson Group's Ryan Detrick and GenTrust's Mimi Duff discuss. And, as Black Business Month comes to a close, it's time to celebrate the accomplishments of black entrepreneurs. The Open Opportunity Fund's Paul Judge explains.
44:1725/08/2023
Nvidia Shares Soaring, Retail's Decline, and the Fed Symposium  8/24/23

Nvidia Shares Soaring, Retail's Decline, and the Fed Symposium 8/24/23

Nvidia shares are soaring after the company posted a blowout quarter. Wedbush's Matt Bryson explains. But, it's a different story for retail, with Foot Locker and Macy's dragging down the sector. Jane Hali & Associates' Jessica Ramirez discusses. And, the Fed's Economic Symposium begins today as markets turn their attention to the state of inflation. RBC Brewin Dolphin's Janet Mui and G Squared Private Wealth's Victoria Greene lay out their expectations.
44:3224/08/2023
Nvidia Earnings on Tap, Microsoft's Revised Activision Blizzard Proposal, and the Dog Days of August  8/23/23

Nvidia Earnings on Tap, Microsoft's Revised Activision Blizzard Proposal, and the Dog Days of August 8/23/23

Nvidia reports earnings this afternoon with the stock up more than 200%. Stifel's Ruben Roy previews the results. Plus, the CMA is reviewing Microsoft's restructured proposal to purchase Activision Blizzard. GlobalData's Cyrus Mewawalla explains what's at stake for tech regulation. And, the dog days of August continue to impact the markets. Chantico Global's Gina Sanchez, Howard Capital Management's Vance Howard, and Fundstrat's Tom Lee discuss.
44:3923/08/2023
Microsoft & Activision's Renewed Deal, Lowe's Earnings on Tap, and Summer Travel Outlook  8/22/23

Microsoft & Activision's Renewed Deal, Lowe's Earnings on Tap, and Summer Travel Outlook 8/22/23

UK regulators say they will take a fresh look at Microsoft's $69 billion deal for Activision Blizzard. UK Competition & Markets Authority CEO Sarah Cardell explains. Plus, Lowe's rounds out earnings for the major retailers as it prepares to report results today. UBS' Michael Lasser previews the quarter. And, with Labor Day just around the corner, travelers are readying for bigger crowds this year. Choice Hotel Internationa's Anna Scozzafava discusses.
44:4822/08/2023
Magnificent Seven's Correction Territory, China's Rate Cuts, and the U.S. Housing Market  8/21/23

Magnificent Seven's Correction Territory, China's Rate Cuts, and the U.S. Housing Market 8/21/23

Five magnificent seven stocks are in correction territory after falling more than 10% from their 52-week highs. RBC Capital Markets' Brad Erickson explains. Plus, China's central bank is cutting its one-year prime loan rate and leaving its five-year rate unchanged. Oxford Economics' Louise Loo discusses. And, mortgage rates have been moving higher this month, putting the brakes on activity in the housing market. Zillow's Orphe Divounguy dives into the latest.
44:3621/08/2023
The Consumer vs. Inflation, Madden 24 Release, and China's Very Bad Week  8/18/23

The Consumer vs. Inflation, Madden 24 Release, and China's Very Bad Week 8/18/23

Retailers are coming off a big week of earnings, with the outlook for consumer demand and inflation in focus. LSEG's Jharonne Martis and Again Capital's John Kilduff discuss. Plus, Electronic Arts is releasing Madden 24 today. Raymond James' Andrew Marok explains the impact on the video game landscape. And, China continues to report weak economic data, spurring concerns about growth in that country. China Beige Book International's Shehzad Qazi explains.
44:5118/08/2023
Walmart Earnings, Cisco Shares Rising, and the S&P's Negative Track Record  8/17/23

Walmart Earnings, Cisco Shares Rising, and the S&P's Negative Track Record 8/17/23

Walmart reports earnings this morning following results from Target and Home Depot earlier this week. Jefferies' Corey Tarlowe previews the report. Plus, Cisco shares are rising on confidence over the company's AI capabilities. Deutsche Bank's Matthew Niknam explains. And, the S&P 500 is now on pace for its third negative week in a row. UBS Global Wealth Management's Mark Andersen and Truist's Keith Lerner discuss.
44:4417/08/2023
Target Earnings, Commercial Real Estate, and Markets’ Rough Patch  8/16/23

Target Earnings, Commercial Real Estate, and Markets’ Rough Patch 8/16/23

Target reports earnings this morning after warning of a potential revenue slump back in May. Keybanc’s Bradley Thomas previews the results. Plus, commercial real estate may be at risk as the U.S. assesses its credit rating. Marcus & Millichap’s Hessam Nadji discusses. And, the markets have been declining so far this week amid a seasonal rough patch. Van Lanschot Kempen’s Anneka Treon and ProShares Advisors’ Simeon Hyman explain.
44:5416/08/2023
Home Depot Earnings, AI Winners & Losers, and A Lower Market Open  8/15/23

Home Depot Earnings, AI Winners & Losers, and A Lower Market Open 8/15/23

Home Depot reports earnings this morning following back-to-back quarters of misses. D.A. Davidson’s Michael Baker previews the results. Plus, Saudi Arabia and the UAE have reportedly purchased Nvidia chips in pursuit of their AI ambitions. RBC Capital Markets’ Rishi Jaluria breaks down the AI stock winners and losers. And, futures are pointing towards a lower open after a mixed session yesterday. Baird’s Ross Mayfield and Capital Wealth Planning’s Kevin Simpson discuss.
44:4015/08/2023
Goldman’s Rate Cut Forecast, Mastercard SpendingPulse, and the New Trading Week  8/14/23

Goldman’s Rate Cut Forecast, Mastercard SpendingPulse, and the New Trading Week 8/14/23

Goldman Sachs is forecasting for the first Federal Reserve rate cut to come in the second half of next year. NewEdge Wealth’s Ben Emons explains. Plus, Mastercard is out with its latest SpendingPulse survey, showing the consumer remains strong. Mastercard’s Michelle Meyer discusses. And, what’s ahead for the new trading week? Harrison Street’s Christopher Merrill weighs in.
44:5314/08/2023
July's Producer Price Index, Retail's Busy Earnings Week, and the Hollywood Writers Strike  8/11/23

July's Producer Price Index, Retail's Busy Earnings Week, and the Hollywood Writers Strike 8/11/23

Markets are poised for a mixed open as Wall Street awaits the July PPI print. Principal Asset Management's Seema Shah, Van Lanschot Kempen's Anneka Treon, and Infracap's Jay Hatfield discuss. Plus, retailers are gearing up for a busy week of earnings, with Walmart, Home Depot, and Target all set to report. Oppenheimer's Brian Nagel previews the results. And, striking writers in Hollywood will return to the bargaining table today following more than 100 days of the strike. The Hollywood Reporter's Alex Weprin explains.
44:5211/08/2023
July CPI, Disney’s Mixed Quarter, and the Weight-Loss Drug Market  8/10/23

July CPI, Disney’s Mixed Quarter, and the Weight-Loss Drug Market 8/10/23

July CPI is out this morning and is expected to show that the pace of price increases is easing. Citi Global Wealth’s Steven Wieting discusses. Plus, Disney shares are higher after the company posted a mixed quarter, where it beat on EPS but missed on revenue and subscriber estimates. Citigroup’s Jason Bazinet dives into the report. And, demand for weight-loss drugs continue to surge, with Novo Nordisk reporting a five-fold jump in sales for its WeGovy product. Barclays’ Emily Field explains.
44:5010/08/2023
Bank Stocks Dipping, Oil Price Rising, and Disney's New Partnership  8/9/23

Bank Stocks Dipping, Oil Price Rising, and Disney's New Partnership 8/9/23

Bank stocks are getting hit hard due to Italy's proposed windfall tax and Moody's downgrade of several regional lenders. The New York Times' Kate Kelly explains. Plus, oil prices are rising following weaker-than-expected Chinese inflation data. RBC's Helima Croft discusses. And, Disney reports earnings after the close today, with ESPN's new partnership with Penn Entertainment now front and center. CNBC.com's Alex Sherman previews the results.
44:5709/08/2023
UPS Earnings On Tap, Apple's Rough Run, and the Future of the Rally  8/8/23

UPS Earnings On Tap, Apple's Rough Run, and the Future of the Rally 8/8/23

UPS reports earnings this morning as investors look for commentary on margins, volume, and the cost of labor negotiations. Bernstein's David Vernon lays out the set-up. Plus, it's been a rough few days for Apple since the company reported quarterly results. D.A. Davidson's Tom Forte explains. And, with futures pointing towards a lower open, how much further can this year's rally go? Wall Street Alliance Group's Aadil Zaman and Charles Schwab's Jeffrey Kleintop weigh in.
44:4208/08/2023
Tech's Big Week, Oil Prices, and Chinese Stocks  8/7/23

Tech's Big Week, Oil Prices, and Chinese Stocks 8/7/23

Tech is coming off a big week of earnings, with Apple notching its worst single day performance of the year. Arete Research's Richard Kramer discusses the outlook. Plus, oil prices are holding steady after Saudi Arabia and Russia pledged to continue production cuts for another month. Kpler's Matt Smith explains. And, Chinese authorities are reportedly putting pressure on local experts to avoid discussing negative economic trends in China. Longview Global's Dewardric McNeal dives into the market impact.
44:3607/08/2023
Amazon vs. Apple, the July Jobs Report, and More Oil Output Cuts  8/4/23

Amazon vs. Apple, the July Jobs Report, and More Oil Output Cuts 8/4/23

Amazon shares are rising on an earnings beat, while Apple shares are falling following another quarter of revenue declines. CFRA’s Arun Sundaram and Synovus Trust’s Dan Morgan discuss. Plus, the monthly jobs report is out today, with economists expecting employers to have added 200,000 net new jobs last month. ZipRecruiter’s Julia Pollak explains. And, Saudi Arabia is extending its oil output cut of one million barrels per day through September. Energy Intelligence’s Amena Bakr breaks down the impact on energy prices.
44:4704/08/2023
Apple & Amazon Earnings, the Markets' Sell-Off, and the Trading Day Ahead  8/3/23

Apple & Amazon Earnings, the Markets' Sell-Off, and the Trading Day Ahead 8/3/23

Apple and Amazon report earnings today following a heavy sell-off in the tech sector yesterday. Neuberger Berman's Daniel Flax and R5 Capital's Scott Mushkin preview the results. Plus, the markets are still digesting Fitch's downgrade of the U.S.' credit rating. RBC Brewin Dolphin's Janet Mui and Bondbloxx's Joanna Gallegos discuss. And, what's in store for the trading day ahead? UBS Private Wealth Management's Alli McCartney weighs in.
44:2603/08/2023
Fitch's U.S. Credit Downgrade, Starbucks' Mixed Quarter, and the Restaurant Sector  8/2/23

Fitch's U.S. Credit Downgrade, Starbucks' Mixed Quarter, and the Restaurant Sector 8/2/23

Markets are lower after Fitch Ratings downgraded the U.S. credit rating from AAA to AA+. WisdomTree's Aneeka Gupta and Evans May Wealth's Brooke May discuss. Plus, Starbucks shares are dipping after a mixed second quarter. Bank of America's Sara Senatore explains. And, it's been a mixed picture for restaurants this earnings season. First Watch CEO Chris Tomasso weighs in on what he's seeing with his business.
44:2602/08/2023
Uber Earnings, the New Trading Month, and the American Consumer  8/1/23

Uber Earnings, the New Trading Month, and the American Consumer 8/1/23

Uber reports earnings this morning amid a rally for the stock so far this year. D.A. Davidson's Tom White lays out his expectations. Plus, investors are gearing up for the start of a new trading month. Potomac Wealth Advisors' Mark Avallone and Crossmark Global Investments' Victoria Fernandez discuss. And, halfway through earnings season, commentary on the state of the American consumer remains mixed. Storch Advisors' Gerald Storch explains.
44:3101/08/2023
Busiest Week of Earnings Season, China Stocks, and the Final Trading Day of July  7/31/23

Busiest Week of Earnings Season, China Stocks, and the Final Trading Day of July 7/31/23

Markets kick off the busiest week of earnings season with a key focus on Apple and Amazon. Wedbush’s Dan Ives previews the results. Plus, China stocks are higher on hopes of a government-backed economic stimulus. KraneShares’ Brendan Ahern discusses. And, what’s in store for the final trading day of the month? Delancey Wealth Management’s Ivory Johnson and Matrix Asset Advisors’ David Katz weigh in.
44:3931/07/2023
Intel's Return to Profitability, Ford's F-150 Recall, and Lower Oil Prices 7/28/23

Intel's Return to Profitability, Ford's F-150 Recall, and Lower Oil Prices 7/28/23

Intel is sharply higher this morning after reporting second quarter results that topped estimates. Counterpoint Research's Akshara Bassi breaks down the results. Plus, Ford is pushing back production targets for its electric vehicles and recalling more than 870,000 F-150 trucks in the U.S. Wall Street Journal's Tim Higgins discusses. And, oil prices are lower this morning after briefly trading above $80 for the first time since April. Again Capital's John Kilduff explains the moves.
44:2628/07/2023
Meta’s Roaring Revenue, a Level One Weather Emergency, and the Restaurant Trade  7/27/23

Meta’s Roaring Revenue, a Level One Weather Emergency, and the Restaurant Trade 7/27/23

Meta shares are popping after the company reported an 11% increase in revenue. Cleo Capital’s Sarah Kunst breaks down the results. Plus, PJM Interconnection has declared a Level 1 emergency ahead of what’s expected to be this summer’s first major northeastern heatwave. Keybanc’ Sophie Karp explains the impact on utility stocks. And, McDonald’s reports earnings today following Chipotle’s mixed quarter, where it warned of cost pressures ahead. Bank of America’s Sara Senatore discusses the restaurant sector.
44:3127/07/2023
The Latest Fed Decision, Microsoft vs. Alphabet, and Investing in REITS  7/26/23

The Latest Fed Decision, Microsoft vs. Alphabet, and Investing in REITS 7/26/23

Wall Street is bracing for the latest monetary policy decision by the Federal Reserve, where a 25 basis point increase is all but certain to come. Milken Institute’s William Lee discusses. Plus, Microsoft and Alphabet shares are heading in opposite directions following yesterday’s earnings reports. Clockwise Capital’s James Cakmak breaks down the results. And, outside of traditional assets, are REITS a good long-term investment? Mizuho’s Haendel St. Juste weighs in.
44:5326/07/2023
The Fed’s Two-Day Meeting, Microsoft & Alphabet Earnings, and UPS vs. the Teamsters  7/25/23

The Fed’s Two-Day Meeting, Microsoft & Alphabet Earnings, and UPS vs. the Teamsters 7/25/23

The Federal Reserve kicks off its latest policy decision meeting today, where it’s widely expected to resume its historic rate hiking campaign. The New York Times’ Jeanna Smialek discusses. Plus, Microsoft and Alphabet kick off earnings season for mega-cap tech this week. Hargreaves Landsdown’s Sophie-Lund Yates previews the results. And, UPS and the Teamsters are headed back to the negotiating table with less than a week to go until the deadline. Pitney Bowes EVP Gregg Zegras gives his industry take on the situation.
44:5425/07/2023
UPS Labor Strike, Emerging Markets Plays, and the “Barbenheimer” Effect  7/24/23

UPS Labor Strike, Emerging Markets Plays, and the “Barbenheimer” Effect 7/24/23

The U.S. economy is bracing for what could be the costliest labor strike in a century between UPS and more than 300 thousand union workers. Bernstein’s David Vernon describes the stock impact. Plus, outside the typical sectors, emerging markets may be an up-and-coming play. Morgan Stanley’s Amy Oldenburg explains. And, this weekend’s “Barbenheimer” premiere gave the summer box office and movie theaters a major boost. Wedbush’s Alicia Reese discusses what’s to come.
44:5224/07/2023
China’s Economy, AI & Corporations, and the Trading Day Ahead  7/21/23

China’s Economy, AI & Corporations, and the Trading Day Ahead 7/21/23

Weak economic data in China in spurring worries about deflation in that country. Former Morgan Stanley Asia Chairman Stephen Roach discusses. Plus, a growing number of companies are incorporating AI into their corporate strategies. Zebra Technologies CEO Bill Burns explains what his company is doing. And, markets are approaching what could be a major inflection point with the Nasdaq 100’s rebalance. NewEdge Wealth’s Ben Emons and Farr, Miller, & Washington’s Michael Farr preview the trading day ahead.
44:2421/07/2023
Netflix Shares Falling, Tesla Trading Lower, and Regional Bank Earnings  7/20/23

Netflix Shares Falling, Tesla Trading Lower, and Regional Bank Earnings 7/20/23

Netflix shares are falling after the company beat earnings estimates but missed on revenue. Citigroup’s Jason Bazinet discusses. Plus, Tesla’s stock is also trading lower despite the EV maker posting record quarterly revenue. Canaccord Genuity’s George Gianarikas explains. And, a slew of regional banks are set to report quarterly results today following strong reports from the big banks. KBW’s Christopher McGratty gives the setup.
44:3020/07/2023
Netflix, Tesla, and Goldman Sachs Earnings on Tap  7/19/23

Netflix, Tesla, and Goldman Sachs Earnings on Tap 7/19/23

Netflix reports earnings after the close today as investors look for insight into the impact of the company’s ad-supported tier and password sharing crackdown. Wolfe Research’s Peter Supino discusses. Plus, Tesla is also gearing up to post results amid a massive rally for the stock. ROTH Capital’s Craig Irwin explains why he’s still bearish on the name. And, Goldman Sachs closes out a busy few days of big bank earnings this morning. Piper Sandler’s Stephen Scouten breaks down the performance in financials.
44:3619/07/2023
More Big Bank Earnings, Labor Unrest, and June Retail Sales  7/18/23

More Big Bank Earnings, Labor Unrest, and June Retail Sales 7/18/23

Investors are bracing for another batch of big bank earnings before the opening bell today. JMP Securities’ Devin Ryan breaks down his expectations. Plus, it’s been a summer of labor unrest across the country. American Enterprise Institute’s James Pethokoukis explains. And, June retail sales are out this morning, offering insight into the consumer and inflation. Apollo Global Management’s Torsten Slok discusses what this means for the Fed.
44:4318/07/2023
Under-the-Radar Stock Winners, Tech Stories of the Day, and Earnings Season  7/17/23

Under-the-Radar Stock Winners, Tech Stories of the Day, and Earnings Season 7/17/23

Beyond some high-flying names, a number of other stocks are hitting fresh highs. CIC Wealth’s Malcolm Ethridge breaks down the trades. Plus, Microsoft has stuck a deal with Sony to keep “Call of Duty” on PlayStation as it pushes for its acquisition of Activision Blizzard. Big Technology’s Alex Kantrowitz weighs in on the news. And, investors are awaiting a busy week on Wall Street as earnings season kicks into full gear. WisdomTree’s Jeremy Schwartz and Veritas Financial Group’s Greg Branch discuss.
44:3917/07/2023
Big Bank Earnings, Hollywood Actors on Strike, and the Markets vs. the Fed  7/14/23

Big Bank Earnings, Hollywood Actors on Strike, and the Markets vs. the Fed 7/14/23

Investors are bracing for what’s shaping up to be a very tough earnings season for the country’s biggest banks. Argus Research’s Stephen Biggar lays out his expectations. Plus, actors in Hollywood are officially on strike after failing to reach a deal with producers. The Benchmark Company’s Matthew Harrigan discusses what this means for media stocks. And, Fed governor Christopher Waller says he’s not convinced by this week’s cooler-than-expected inflation data. Chantico Global’s Gina Sanchez and Pivotal Advisors’ Tiffany McGhee explain the impact on the markets.
46:4814/07/2023
Next Steps for the Fed, Delta Airlines Earnings, and the State of Freight  7/13/23

Next Steps for the Fed, Delta Airlines Earnings, and the State of Freight 7/13/23

June’s cooler-than-expected CPI print is prompting questions about the next steps for the Federal Reserve. Wells Fargo Senior Economist Sarah House and Former Acting CEA Chairman Tomas Philipson discuss. Plus, earnings kick off this week with focus on Delta Airlines today following continued flight disruptions this summer. Jefferies’ Sheila Kahyaoglu previews the results. And, the transports industry may be emerging from a freight recession for the second half of the year. Deutsche Bank’s Amit Mehrotra explains.
44:5013/07/2023
June CPI, Investor Sentiment, and Cautious Around Stocks  7/12/23

June CPI, Investor Sentiment, and Cautious Around Stocks 7/12/23

Investors are counting down to today’s June CPI report, with expectations for the headline number to fall to its lowest level since March 2021. Moody’s Analytics’ Mark Zandi gives his thoughts. Plus, investor sentiment appears to be shifting due to worries around more rate hikes and a potential recession. Investopedia’s Caleb Silver explains the latest data. And, a growing number of banks are becoming increasingly cautious around equities. RBC Brewin Dolphin’s Janet Mui and GenTrust’s Mimi Duff discuss the markets.
45:0512/07/2023
Amazon Prime Day, Citi’s AI Playbook, and the Fed’s Take on Rates  7/77/23

Amazon Prime Day, Citi’s AI Playbook, and the Fed’s Take on Rates 7/77/23

Amazon’s annual Prime Day event is underway, which analysts say is a test of consumer demand. SW Retail Advisors’ Stacey Widlitz lays out her expectations. Plus, Citi is out with its own AI playbook, laying out some under-the-radar names set for significant and transformational opportunities in the space. Citi’s Amit Harchandani breaks down the report. And, several Fed officials say more rate hikes are likely before the central bank reaches its 2% inflation target. Van LanschotKempen’s Anneka Treon and Truist’s Keith Lerner discuss the impact on the markets.
45:0211/07/2023
The Fed’s Path Forward, Investing in China, and the Trading Week Ahead  7/10/23

The Fed’s Path Forward, Investing in China, and the Trading Week Ahead 7/10/23

Investors are still digesting Friday’s disappointing jobs data, where the U.S. economy added 50,000 fewer jobs than economists were expecting. Former Federal Reserve Board Vice Chair Roger Ferguson gives his thoughts. Plus, Chinese producer prices fell for the ninth straight month in June, marking the steepest decline since 2015. MSA Capital’s Ben Harburg discusses investing in China. And, it’s a busy week on Wall Street with June CPI and the start of Q2 earnings season both on tap. Palisade Capital Management’s Dan Veru and ProShares Advisors’ Simeon Hyman lay out the agenda.
44:5310/07/2023
Worldwide Exchange 7/07/23

Worldwide Exchange 7/07/23

Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
44:4607/07/2023
Worldwide Exchange 7/06/23

Worldwide Exchange 7/06/23

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
45:1906/07/2023
Worldwide Exchange 7/05/23

Worldwide Exchange 7/05/23

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
45:1205/07/2023
Worldwide Exchange 7/03/23

Worldwide Exchange 7/03/23

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.
44:3503/07/2023