Mega-cap Tech Surges 1/22/26

UnitedHealth Group drags the Dow. Jury selection begins for a key social media trial. And Target gets upgraded at Wolfe Research.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

USA Rare Earth CEO Barbara Humpton joins the show to discuss the U.S. government taking a stake. Tom Lee joins the show to discuss markets and crypto. And PGA Tour golfer and 3-time Major champion Jordan Spieth joins the show.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intel shares slide after reporting earnings on Thursday. Apollo's Torsten Slok joins the show to preview the big week of earnings and the Fed meeting next week.  And why are precious metals running so hot?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta pops after a bullish note from Jefferies. President Trump sues JPMorgan Chase and CEO Jamie Dimon over debanking. And Derek Jeter joins the show to discuss the new sport he is getting into.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump says he has reached Greenland deal "framework" with NATO and backs off tariffs on Europe. Stocks soar after.  And what do shifting geopolitics mean for energy?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks dip across the major averages. Melius Research's James West joins to give his energy outlook.  And what does the threat of new tariffs from President Trump mean for the European Union?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Interior Secretary Doug Burgum joins to discuss the Trump Administration's push for an emergency electricity auction. Semiconductors continue to have strong 2026.And how much longer will Jamie Dimon stay on as JPMorgan Chase's CEO?   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Commerce Secretary Howard Lutnick discusses the new trade deal between the U.S. and Taiwan. Evercore ISI's Head of Internet Research Mark Mahaney breaks down what it could mean for the hyperscalers.  And what is the impact of the Department of Justice's investigation into Fed Chair Jerome Powell?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bank of America CEO Brian Moynihan joins for an exclusive interview after earning. Tesla changes the payment structure of its full-self driving program.  And Eamon Javers joins with an update on President Trump's plans for Greenland.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

JPMorgan Chase stock falls despite the bank beating on top and bottom lines in its earnings. Crude oil prices climb back up.  And can stocks keep on running? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.