Seema Modi

Christina Parts Nebulis, CNBC earnings reporter focused on chips and enterprise; Seema Modi, CNBC tech reporter with sector color. They discuss heavy earnings including Google, Qualcomm and Arm. Conversation covers software sell-offs, AI worries pressuring SaaS, Google CapEx plans, memory headwinds at Qualcomm, and market rotation between growth and value.

Shinaldi Bassak, iCapital rep on software valuations and private markets. Seema Modi, tech and software reporter tracking IBM, Workday, Salesforce, Snowflake. Jack O'Callaghan, 1980 U.S. Olympic hockey alum turned finance pro, reflecting on the gold. Lauren Goodwin, New York Life Investments strategist on equity allocation. They tackle momentum in the rally, tech weakness, AI-led Nvidia dynamics, and private credit risks.

Mackenzie Sigalos, tech reporter tracking Gemini, Google Cloud, and capex tradeoffs. Christina Partsinevelos, semiconductor watcher focused on AMD results and execution. Seema Modi, markets reporter covering heavy short interest and software stock moves. They debate tech selling, AI platform rivalries, Alphabet’s AI and cloud preview, and market rotation pressures in brief, punchy conversations.

Tim Seymour, CIO of Seymour Asset Management and a CNBC contributor, shares insights on international markets and sectors poised for growth. Seema Modi, an on-site reporter at the New York Stock Exchange, dives into sector rotation away from tech and the current sentiment around AI. Commvault CEO Sanjay Mirchandani discusses the vital role of cybersecurity in an AI-dominant landscape, particularly exploring their innovative Unity platform. Also featured is a preview of Disney's upcoming earnings and the challenges they face in the current market.

Josh Brown, a seasoned market commentator, presents his insights on the Best Stocks in the Market, including defensive plays like Welltower. Steve Weiss discusses tech volatility and its implications for investors, debating whether the sector is in a bubble or simply experiencing a healthy pullback. Kevin Simpson shares trade ideas focusing on energy and consumer positions. Meanwhile, CNBC's Seema Modi delves into Oracle's financing challenges and AI spending dynamics, highlighting the liquidity effects from the government shutdown on market behavior.