Tame CPI lifts stocks 12/18/25

Chip and AI names surged after strong Micron earnings. A lighter-than-expected CPI print sends stocks up. And what should you think of the energy trade right now? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oracle stock slides. Hut 8 CEO joins the show to discuss energy and data center demand. And a look at some small cap picks with a portfolio manager.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crude oil prices continue to slide. Mastercard's Michelle Meyer joins with some takeaways on the consumer so far during holiday season. And should you adjust your portfolio depending on who the next Fed Chair is? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Costco gets a rare sell call on it from Roth Capital Partners. Gold and Silver are outperforming the S&P 500 this year. And Kyle Bass joins the show to discuss the Fed, China and more.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oracle stock slides. Broadcom shares fall after earnings. Lululemon leads the S&P 500 after announcing a CEO change.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disney and OpenAI announce a licensing agreement for Disney's characters. The U.S. seized an oil tanker off the coast of Venezuela.   And a look at an alternative asset class that is having a record year.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed decides to cut rates by 25 basis points. What it means for bonds, stocks and your money here.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs CFO Denis Coleman joins with Leslie Picker. Former Meta COO Sheryl Sandberg discusses women in corporate America and AI with Julia Boorstin. And where do natural gas prices go from here? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paramount Skydance CEO David Ellison sits down for an exclusive with CNBC. The FOMC meeting begins tomorrow.  And what is the state of the U.S. housing market? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What antitrust concerns does Netflix buying parts of Warner Bros. Discovery raise? The Fed's FOMC meets next week to decide whether it should change rates.  Yardeni Research's Ed Yardeni joins to give his outlook for stocks in 2026.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.