Software Sell-Off Continues 2/4/26

Hedge Funds are split on Amazon. Meta CEO Mark Zuckerberg testifies during the high-profile social media case.  And why are solar stocks up so much this year? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Warner Bros. Discovery reopens deal talks with Paramount Skydance. Tiger 21's Michael Sonnenfeldt joins the show with takeaways showing where the ultra-wealthy are investing their money.  And could cybersecurity be a bright spot in the software space? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Interactive Brokers' Chief Strategist Steve Sosnick gives his take on the recent market action. Author of viral AI essay Matt Shumer joins the show. And CNBC's Julia Boorstin sits down with Netflix Chief Content Officer Bela Bajaria.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Coinbase gets double downgraded to Sell. Stocks sell off on more AI disruption concerns. And what other companies besides Alphabet have issued 100-year bonds before? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pennsylvania Gov. Josh Shapiro joins the show and discusses energy affordability. RBC Capital Markets' Helima Croft joins to discuss the latest developments in the crude oil market and Iran. And are retail buyers still jumping in on the dip? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Susquehanna's Chris Murphy joins to give the latest read on the options market. CNBC's David Faber joins with an update on the Warner Bros. Discovery bidding war.  And just how low could Bitcoin go? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One Point BFG Wealth Partners Chief Investment Officer Peter Boockvar joins the show to discuss U.S. vs. international stock indices. Alphabet taps the debt markets.  And Bobby Flay wins the CNBC Stock Draft.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow crosses 50,000 for the first time ever. Strategy CEO Phong Le joins the show to discuss the company's Bitcoin strategy.  And how is the market digesting the hyperscalers' large capex numbers?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The software sell-off deepens. Alphabet stock gets punished after reporting higher capex. And are there areas to be rotating your portfolio into right now? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI fears rattle software stocks. Enphase Energy shares soar.  And what should you do with some of the mega-cap tech names? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.