CNBCOvertime

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Enjoyed chatting with @CNBCOvertime on the $NVDA keynote while it was still going on inside. Paired up with @dylan522p. The $1T number got the highlights. Talked about the competition, as well.

On @CNBCOvertime, MSC member @WilliamsUpdates CEO Chad Zamarin talks 🇺🇸 production of natural gas and the global demand for it. cnbc.com/video/2026/03/…

'Ending Iran War isn't just up to the U.S.' says @CFR_org President @MikeBGFroman cnb.cx/4rXSKWd

'Oil volatility will remain high amid Iran conflict,' says @NDR_Research's Tim Hayes cnb.cx/4bgBhB3

Great to join @MelissaLeeCNBC @michaelsantoli at 4pm on @CNBC @CNBCOvertime to discuss #Iran, #oil, #tankers and risks to the #Strait of #Hormuz with my @CSISEnergy colleague @ClaySeigle: cnbc.com/video/2026/03/…

'U.S. consumer still on solid footing despite gas price hike,' says Partners Group's @AAmoroso_1 cnb.cx/47lwptk

RBC's @CroftHelima on what needs to be done to cool volatility in the oil market cnb.cx/4lmNb1d

'Higher gas prices could cause big blow to consumer sentiment,' says former CEA Chairman @jasonfurman cnb.cx/4rkwQeI

Charles Schwab survey finds retail traders bullish leading up to Iran War cnb.cx/4aZDGkT Thanks @michaelsantoli and @MelissaLeeCNBC for the time yesterday! @SchwabTrading @SchwabResearch

I had the great pleasure of joining @michaelsantoli and @MelissaLeeCNBC on @CNBCOvertime today to discuss the Fed. Thanks!Paulsenperspectives.Substack.com Hard to see how the Fed can say there's stability in the job market, says author Jim Paulsen cnb.cx/4rX3uUQ

Looking forward to joining @michaelsantoli and @MelissaLeeCNBC on @CNBCOvertime at 4:05pm ET to chat markets and this economy

Software Selloff, AI Fears, and Where I See Opportunity On @CNBCOvertime with @MelissaLeeCNBC and @michaelsantoli, and fellow guest Charlie Bobrinskoy @Cbob200 I talked about why the recent selloff in software has made valuations much more compelling. Some software names were down roughly 30% at the lows, and even after the recent bounce many are still off about 20%. When valuations get that extreme, it starts to create opportunity. But it also means stock picking matters. AI will impact different companies in very different ways, and we won’t know for certain for some time which business models are most affected. Take cybersecurity leaders like $CRWD or $PANW. When security is mission-critical, companies aren’t likely to rely on building their own solutions with AI. That’s why these types of businesses still look compelling to me. In the meantime, when the entire software sector becomes oversold, using a broad vehicle like $IGV can also be an effective way to participate in a rebound. #Investing #StockMarket #FinancialPlanning #WealthManagement #TechStocks #CNBC @CNBC

'Iran war may last longer than markets initially anticipated,' says @EurasiaGroup's @ianbremmer cnb.cx/4l9eoUM

'Mega-cap financials present a buying opportunity,' says BD8 Capital Partners CEO @barbara_doran1 cnb.cx/4rxwEZP

'Emerging market pullback is likely to continue,' says Fairlead Strategies' @StocktonKatie cnb.cx/4sqrAaf

How @CNBC 'Fast Money' trader @GuyAdami is playing the energy trade cnb.cx/4b9zIoL

'Walmart, Costco, TJX, Ross are retailers that will continue to win,' says @Jefferies Equity Analyst Corey Tarlowe cnb.cx/46FLB4h

'If regime change in Iran is the goal this could be a very difficult operation,' says @BrookingsFP's @MichaelEOHanlon cnb.cx/4l4MGZv

OpenAI CEO defends decision to secure government contract to employees cnbc.com/video/2026/03/…