Street Reacts to Nvidia, Software Earnings, State Farm Dividend to Customers, The Case for Small Caps 2/26/26

Breaking this hour: the New York Fed releases its survey of consumer inflation expectations for the month of February. Then Goldman’s co-head of global commodities breaks down the outlook for oil prices, with the war in Iran showing no end in sight. Plus, how a prolonged spike in jet fuel prices could impact the airline industry and production of planes. The Airbus North America CEO 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.

Fed Governor Stephen Miran discusses his outlook for rate policy after a much weaker than expected jobs report. Plus, as energy prices surge, he addresses whether he’s worried there could be a significant impact for inflation. Then a new labor market paper from Anthropic explores the impact of AI on the workforce. Particularly those just entering the labor market.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oaktree’s Howard Marks lays out how he’s thinking about the AI trade and software, detailing how his personal experience with Claude changed his mind. Plus, why he says the worries in private credit are not systemic. Then TD Cowen breaks down Broadcom results and whether the stock has more room to run. And the CEO of Okta on results and why the competition in AI isn’t a winner take all equation.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors react to continued escalation around the globe with Asian stocks plummeting. Deutsche Bank lays out its playbook for navigating the volatility. Then, new CNBC reporting details Anthropic’s growing revenue numbers amid a standoff with the Pentagon. And are Microsoft’s outside AI investments coming back to hurt its own business? All that on Money Movers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks drop sharply on continued fighting in the Middle East. Two of Wall Street’s top strategists lay out how to think about positioning with so much geopolitical uncertainty. Then, Andreessen Horowitz’s Ben Horowitz on his firm’s investments in aerospace and defense and how the war with Iran is impacting sentiment, especially in the AI sector. Plus, the CEO of MongoDB. The stock getting caught up in fears about software, falling even more after releasing results. His outlook, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The President addresses the latest on the war with Iran, reiterating the assertion that Iran cannot obtain a nuclear weapon. Then, lead U.S. negotiator for the 2015 Iran nuclear deal. On what comes next in the conflict. Plus, a live report outside Anthropic’s San Francisco HQ, after the Pentagon blacklisted the company and signed a deal with rival OpenAI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Street reaction to Nvidia and software results. Nvidia dragging down the major indices as shares move lower after earnings. Plus, State Farm returning cash to customers. A breakdown of those details. Plus, one economic data point flashing a sign that could signal a change in market leadership. B of A breaks that down. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Software faces it latest test with results from Workday. A look ahead to earnings from Salesforce and Snowflake. Plus, the CEO of Cava with his first reaction to earnings. The stock up more than 20% after the company says they are bridging the K-shaped economy. And the Department of Defense pressing anthropic for full access to its AI tools. The company’s response and why it may not be so straight forward. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Along with the coming legal battle over tariff refunds, investors try and understand how new tariffs will impact business. A breakdown of those new levies. Then the CEO of Amer Sports. Owner of Brands like Wilson, Salamon and Arc’teryx, with his reaction to earnings and outlook for the high-end consumer. Plus, long-time media investor Mario Gabelli, on how a new offer from Paramount Skydance, for Warner Brothers Discovery, could tip the scales away from Netflix. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.