Podcast Episodes

SOTS 2nd Hour: Kraft Heinz CEO, The Walmart Trade, & U.S.-Iran Tensions Rise 2/19/26

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a slew of new data points investors should know: Jobless claims, Leading Indic…

4 months, 2 weeks ago

Walmart Beats, OpenAI's Altman and Anthropic's Amodei Talk Exclusively to CNBC 2/19/26

Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to Walmart's Q4 beat and what new CEO John Furner said on the earnings call ab…

4 months, 2 weeks ago

SOTS 2nd Hour: Cadence Design CEO, Mamdani's Tax Plans, & Live From Mar-A-Lago w/Eric & Donald Trump Jr, Plus Coinbase's CEO... 2/18/26

Live from Mar-A-Lago at the World Liberty Forum: 

Sara Eisen — alongside David Faber and Carl Quintanilla, at the New York Stock Exchange — interviewe…

4 months, 2 weeks ago

Tech Gains, Meta-Nvidia "Millions," Titans and the AI trade 2/18/26

Carl Quintanilla, Jim Cramer and David Faber explored Wednesday's gains in the tech sector, one day after the Nasdaq snapped a four-session losing st…

4 months, 2 weeks ago

SOTS 2nd Hour: Volatility Abound, 'AI-Proof' Software Stocks, & The Warner Bros. Discovery Saga 2/17/26

Carl Quintanilla, Seema Mody, and David Faber broke down another morning of early pressure on the indices, with software stocks leading declines yet …

4 months, 2 weeks ago

Tech Weakness and AI Fears, WBD-Paramount Talks, Ford's China EV Message 2/17/26

Carl Quintanilla, David Faber and Michael Santoli led off the show with continuing weakness in tech, software and other sectors in wake of fears abou…

4 months, 2 weeks ago

SOTS 2nd Hour: Roku & Airbnb CEOs Talk Earnings, Today's Movers To Know, and Navarro's Tariff Update 2/13/26

Carl Quintanilla, Courtney Reagan, and Michael Santoli capped off a big week of volatility and earnings with a panel of market veterans: Moody's Mark…

4 months, 2 weeks ago

Inflation Watch, AI Fears, the Tech Sell-Off and Beyond 2/13/26

Carl Quintanilla, Scott Wapner and Michael Santoli led off the show with market reaction to January CPI: Consumer inflation was tamer-than-expected. …

4 months, 2 weeks ago

SOTS 2nd Hour: The State of 'Truflation', AI Private Credit Check, & Is Software Oversold Here? 2/12/26

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at inflation - including a new alternative data source cited by the Tre…

4 months, 3 weeks ago

The Cisco Skid, McDonald's "Value" Beat, Trump Tariff Setback in the House 2/12/26

Carl Quintanilla, David Faber and Michael Santoli discussed the markets and sectors that are thriving in wake of the recent pullback in tech. Add com…

4 months, 3 weeks ago