Phil LeBeau

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.

Phil LeBeau, business reporter covering Carvana results and metrics. Steve Kovach, technology reporter tracking big tech moves. They discuss Fed minutes rattling markets. They cover Carvana’s Q4 figures and trade reactions, plus tech and software movers, after-hours earnings and a Walmart preview. Short takes and fast market color throughout.

Phil LeBeau, CNBC's automotive and airline expert, dives into the chaos in airline operations caused by the FAA's flight reductions amid a government shutdown. He discusses the rising flight cancellations and what it means for travelers. The conversation also touches on Tesla's recent $1 trillion pay package for Elon Musk, the implications for the EV market, and insights from Max Levchin, CEO of Affirm, on the buy now, pay later fintech model and its resilience during economic fluctuations.

Former President Donald Trump discusses the newly announced auto tariffs, detailing their potential ramifications for major automakers like GM, Ford, and Tesla. Phil LeBeau, a seasoned automotive analyst, breaks down the expected impact on vehicle costs and the supply chain. They explore how these tariffs could shift the industry landscape, affect consumer behavior, and spark job growth in domestic manufacturing. The conversation also touches on emerging tech trends in the automotive sector and the broader economic implications of the tariffs.

Phil LeBeau, an automotive reporter tracking U.S. car-buying shifts and hybrid sales, and Rebecca Babin, a market strategist analyzing Strait of Hormuz flows and energy risks. They discuss maritime movements through the strait and how oil flows, not headlines, shape markets. They also cover surging diesel and rising pump prices, plus changing consumer preferences toward mid-size and hybrid vehicles.

Phil LeBeau, an automotive reporter for CNBC, dives into Tesla's latest quarterly performance and the competitive landscape of electric vehicles. He analyzes revenue beats, production challenges, and regulatory credit issues. The discussion shifts to Coinbase CEO Brian Armstrong, who shares insights on impending crypto legislation, emphasizing bipartisan support and the necessity of preserving decentralized finance. Armstrong also comments on the impact of the government shutdown on ongoing legislative efforts. Intriguing market analysis wraps up their engaging conversation.

Phil LeBeau, CNBC senior automotive and aviation reporter on the LaGuardia runway collision and airport impacts. He describes on-the-scene crash coverage and the NTSB probe. Short takes cover airline exposure to jet fuel, fare implications, and how the incident ripples through airport operations and travel recovery.

Richard Fisher, former president of the Dallas Federal Reserve, discusses the implications of a DOJ probe into Jerome Powell, emphasizing threats to Fed independence. Rick Rieder from BlackRock shares a market outlook, calling for thoughtful investing strategies and pinpointing sectors like healthcare tech and energy infrastructure. Eamon Javers provides insight into White House reactions to the probe, while Phil LeBeau reports on record auto sales and high transaction prices, highlighting trends shaping consumer behavior.

Rick Santelli, a senior market commentator known for his insightful bond-market analysis, discusses productivity trends and the outlook for 10-year yields ahead of a critical jobs report. Meanwhile, automotive industry reporter Phil LeBeau reveals that General Motors faces a staggering $7.1 billion in charges tied to EV write-downs and restructuring efforts in China. The duo explores significant market shifts, including impacts on the automotive and bond sectors, making for a compelling discussion on current economic dynamics.

Phil LeBeau, a well-known automotive reporter for CNBC, dives into Ford's shocking $19.5 billion write-off on its electric vehicle business and the company's shift toward hybrids. He discusses the implications for Ford's strategy, including changes to the F-150 Lightning and new energy storage plans. The conversation also touches on Terns Pharmaceuticals' promising cancer drug trial results and their upcoming pivotal trials, spotlighting the biotech sector's dynamic growth.