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  • Prial: We’re expecting a good quarter out of Nvidia
    Nancy Prial, Co-CEO of Essex Investment Management, sees strength in Nvidia, picks Ambarella, and makes a bullish long-term case for small caps amid signs of AI-driven acceleration.
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    Video at Youtube: https://www.youtube.com/watch?v=ctfZ3Y5oDSw
    5 min
  • Demmert: We think this might be the quarter
    James Demmert, CIO at Main Street Research, discussed Salesforce's growth, the $8B Informatica deal, and why Agentforce adoption could signal upside, calling the stock cheap and poised to beat.
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    Video at Youtube: https://www.youtube.com/watch?v=5wU9j_0y_4U
    4 min
  • Kunst: Software is relatively inoculated against tariffs
    Sarah Kunst, Managing Director at Cleo Capital, discussed Nvidia’s tariff risks, AI sector shifts, and why software is stronger than robotics now. She also weighed in on Salesforce’s AI push.
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    Video at Youtube: https://www.youtube.com/watch?v=K8kIKvn3llk
    6 min
  • Mayfield: Nvidia’s report is massive for cap-weighted indexes
    Ross Mayfield, Investment Strategist at Baird, discussed Nvidia’s earnings, AI momentum, China trade risks, and sector trends—favoring industrials and telecoms for their long-term growth tailwinds.
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    Video at Youtube: https://www.youtube.com/watch?v=R71czLZ_vRw
    5 min
  • Vail Resorts brings back Rob Katz as CEO
    CNBC's Andrew Ross Sorkin reports on the latest news.
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    Video at Youtube: https://www.youtube.com/watch?v=uOtRLjERe_M
    2 min
  • Bitcoin hits Vegas — as Trump Media unveils a $2.5 billion crypto treasury
    CNBC’s MacKenzie Sigalos reports from Las Vegas, where senior members of the White House are backing crypto as a pillar of U.S. economic strategy — as Trump Media unveils a $2.5 billion bitcoin treasury and officials push stablecoins to extend dollar dominance.
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    Video at Youtube: https://www.youtube.com/watch?v=4cOIFbpzotg
    3 min
  • Okta CEO Todd McKinnon goes one-on-one with Jim Cramer
    Okta Co-Founder and CEO Todd McKinnon joins 'Mad Money' host Jim Cramer to talk quarterly results, the cybersecurity space, AI integration, and more.
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    Video at Youtube: https://www.youtube.com/watch?v=sfwgszEj-cI
    10 min

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