Market will become more discriminating as policy priorities come to light, says Lazard’s Ron Temple

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Ronald Temple, Lazard chief market strategist, joins CNBC’s ‘Money Movers’ to discuss expectations for markets under a new Trump administration, the potential impact of tariffs, and more. Source link

Commentary on Nvidia’s earnings call saved stock from falling further, says Dan Niles

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Dan Niles, Niles Investment Management founder and portfolio manager, joins ‘Squawk Box’ to discuss what to make of Nvidia’s quarterly earnings results, the idea that Nvidia missed on their earnings results, and much more. Source link

We don’t want a patchwork of AI regulation on the state level, says Appian CEO Matt Calkins

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Matt Calkins, Appian CEO, joins ‘Squawk Box’ to discuss news of California Governor Gavin Newsom vetoing the state’s AI safety bill, how the government can best regulate AI, why he believes a transparency bill is needed first, and more. 05:40 Mon, Sep…

‘Constraints’ on Nvidia mean ‘more is coming later,’ says Melius Research’s Ben Reitzes

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Ben Reitzes, Melius Research head of technology research, joins CNBC’s ‘Squawk on the Street’ to discuss expectations for Nvidia, reactions to the most recent earnings report, and more. Source link

Bitcoin tops $98,000 as U.S. markets launch new ways to bet on the price of bitcoin

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Squawk Box Europe CNBC’s MacKenzie Sigalos reports on bitcoin touching new record highs as options go live on spot bitcoin ETFs on the NYSE and Nasdaq. 01:44 15 minutes ago MacKenzie Sigalos Source link

Nvidia’s quarter was a ‘spike the ball in the endzone’ performance, says Constellation’s Ray Wang

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Ray Wang, Constellation Research founder, chairman and principal analyst, joins ‘Squawk Box’ to discuss the decline in Nvidia’s stock price post-earnings, Wang’s investment thesis on the stock, and much more. Source link

From debt point of view, we are seeing attractive spread levels globally: J.P. Morgan’s Reschke

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Matthias Reschke, J.P Morgan’s head of European investment grade finance, discusses the debt and credit landscape ahead of J.P. Morgan’s inaugural European Financials Conference. Source link

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