Mike Santoli

David Zervos, Chief Market Strategist at Jefferies, shares insights on a more dovish Fed and a bullish outlook for the S&P 500 in 2026. Automotive reporter Phil LeBeau reveals a disappointing 16% drop in Tesla's Q4 deliveries, questioning their near-term sales strategies. Mike Santoli discusses market momentum and sector rotations, highlighting strength in mega-tech stocks like Nvidia and Apple. The panel also touches on implications of delayed furniture tariffs and evolving dynamics in consumer sectors.

Mike Santoli, Senior markets commentator for CNBC, dives into the ongoing market volatility and the AI trade ahead of Nvidia's earnings. He emphasizes that the bull market is still alive, while pointing out key risks affecting it. The discussion shifts to Alphabet's stock surge following Berkshire Hathaway's hefty investment and the intensifying succession plans at Apple for CEO Tim Cook. The episode also touches on insights about retail earnings patterns and the impact of AI on labor, highlighting significant shifts in consumer behavior.

Mike Santoli, a Senior Markets Commentator known for his insightful market analyses, joins portfolio manager Jed Ellerbrook from Argent Capital Management, who brings expertise in sector performance. They dive into the impact of AI on global markets and discuss sector rotation, highlighting aerospace and retail's strong positions. The conversation also covers corporate earnings outlooks and risks such as sticky inflation, offering a colorful view on market dynamics and investing strategies for the year ahead.

In this insightful discussion, veteran Wall Street journalist Mike Santoli shares his expertise on market resilience despite macro concerns. He reveals how Powell's 'hawkish cut' has impacted mortgage rates and explores the paradox of an AI boom amidst a housing recession. They delve into the dynamics between trend and momentum markets and caution against the risks associated with private credit growth. Additionally, Santoli highlights the shifts in corporate debt due to AI investments and the implications of consumer credit expectations for small businesses.

Liz Thomas, technical market analyst on sector rotation and support levels. Steve Weiss, portfolio manager with stock-specific trade calls. Bill Baruch, market strategist focused on positioning and sector moves. Mike Santoli, senior markets commentator offering midday geopolitical and market analysis. They discuss a market rebound after selling, rotations into megacaps and AI names, positioning in semiconductors and energy, and notable stock calls.

Joining the discussion are Steve Weiss, an expert in market valuations and economic trends, Deirdre Bosa, a CNBC correspondent reporting on tech and AI, and Mike Santoli, a senior commentator sharing insights on market behavior. They tackle the stock market's potential trajectory as the Fed meeting approaches. Other hot topics include Waymo's expansion in the rideshare market, and how recent economic data influences investor sentiment. The conversation also touches on market dynamics, innovations in tech, and the implications of the GENIUS act on crypto.

Scott Chronert, a Citi U.S. Equity Strategist, and Mike Santoli, CNBC's Senior Markets Commentator, dive into the fallout from Israel's airstrikes on Iran. They discuss how these tensions are causing global stock sell-offs and spiking oil prices, with defense stocks experiencing a notable surge. The duo also analyzes potential market implications for investors, the geopolitical landscape in the Middle East, and insights on companies like Adobe amid rising volatility. Tune in for a captivating blend of finance and international affairs.

Michael Truel, CEO of Cursor, discusses the company's impressive $2.3 billion fundraising and rapid enterprise adoption of its AI coding tool, boosting productivity by 40%. Meanwhile, CNBC's Melissa Lee reveals the concerning risks of insurance schemes sourcing cheaper medications from overseas, highlighting real patient stories. Mike Santoli analyzes the market's rotation away from high-momentum tech stocks towards safer investments, noting the health sector's resilience amidst broader market fears.

Diana Olick, CNBC real estate reporter covering housing data, and Mike Santoli, market commentator and columnist, unpack market moves. They discuss war-related headlines driving stock and oil swings. They cover crude topping $100, gold pullbacks, rising pump prices, and a steep drop in new home sales. Short takes on upcoming earnings and sports tie-ins wrap things up.

Jim Stewart, Pulitzer-winning NYT columnist on Disney, gives a concise take on leadership and parks strategy. Alex Kantiewicz, AI and tech commentator, explains competitive strain among NVIDIA, OpenAI and Google. Mike Santoli, market commentator, dissects software multiples and sector rotation. Christina Partsenevolos, market reporter, highlights big stock movers and earnings to watch. They focus on software sell-offs, AI-driven industry friction, Disney’s succession, and key earnings previews.