CNBCOvertime

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'Meta report was trifecta of things that could go wrong' says @Jefferies Brent Thill $META cnb.cx/4fs0T1k

Sand Hill's @brendavingiello: 'Market outcome to Fed would have been bad no matter what' cnb.cx/4h0DrcN

Looking forward to joining @michaelsantoli and @MelissaLeeCNBC on @CNBCOvertime shortly after 4pm ET

Talking $GOOG $NOW and $IBM on @CNBCOvertime. We ran out of time to talk $AMD. cnbc.com/video/2026/07/…

Rockefeller CIO Jimmy Chang: 'Strong earnings numbers are baked into market expectations' cnb.cx/4vMfo4N

.@BlackRock's Jay Jacobs talks launch of its Nasdaq 100 ETF cnb.cx/4wN4soG

.@EQTCorp CEO @Shalennial talks state of energy after reporting mixed earnings $EQT cnb.cx/44HZzkJ

'Sluggish employment would be the best backdrop for equity markets', says @Piper_Sandler Chief Investment Strategist @MichaelKantro cnb.cx/4pkpEQg

'Bitcoin at a turning point, could be substantially higher by year end,' says @Bitwise CIO @Matt_Hougan bitcoin:native cnb.cx/4f2qyxs

With $NFLX earnings out today, we preview the numbers with @Oppenheimer's Jason Helfstein who shares his Netflix bull case cnb.cx/4bqwSwk

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🎥: Matt Bryson, MD, Equity Research, joined @michaelsantoli & @MelissaLeeCNBC on @CNBCOvertime to discuss his bull case for $SNDK.

'Investors paying attention to cash flow in tech stocks is a good sign' says @CG_Driven's Michael Graham cnb.cx/4w3NYIQ

ICYMI: CG’s U.S. Director of Research and Investment Strategy Mike Graham joined @CNBC to discuss why he remains constructive on large-cap tech. Investors are looking beyond peak capex growth and toward future returns on hyperscaler AI investments. cnb.cx/4prfY6M

.@JHIAdvisors Seth Meyer on how credit spreads are reacting to Big Tech's massive capital needs cnb.cx/4pocKRw

HYPERSCALER WATCH: Earnings season begins in a few days and hyperscalers are starting to look more attractive. They have been broadly left behind this year despite an ability to compete on multiple dimensions of the AI supply chain. However — beware the one hit wonders. There have been a lot of one time gains (tax benefits and private investments) and early 2026 tailwinds that could begin to fade. Even if the frontier labs contribute to future results, it’s likely to be at a slower growth rate that would need to be offset. It’s an important quarter for the group, a “show me” story that could kick off greater interest in the trade. Monetization matters. Full interview for @CNBCOvertime - cnbc.com/video/2026/07/…

Matt Bryson of @Wedbush talks his bull case for Sandisk $SNDK cnb.cx/4gqKoDC

.@Compass CEO @RobReffkin on how upcoming AI IPOs are driving home buying cnb.cx/4pgY0DR

Watch @SoFi CEO @anthonynoto's interview from Sun Valley cnbc.com/video/2026/07/…