CNBCOvertime

Missed the show? Check out our podcast! Link in bio.

'Memory is still a critical bottleneck for AI,' according to @MeliusResearch's Ben Reitzes cnb.cx/4u1k9qC

'SpaceX has some really important, viable businesses... you can gin up at least a half a trillion dollar valuation from those,' says @DataTrekMB's Nicholas Colas. He breaks down SpaceX's valuation compared to Tesla's cnb.cx/4fJi6DU

Could a SpaceX-Tesla merger be on the horizon? @seemacnbc reports on the synergistic opportunities Elon Musk could be weighing to make that happen cnbc.com/video/2026/05/…

I will be on @CNBCOvertime after the bell discussing $NVDA earnings. The bar is the guide, not the print. Q1 will beat. The segment lives or dies on the Q2 revenue guide, the Q2 gross margin, and what Jensen says about China. I’m also interested in: - Vera Rubin ramp status - commentary on non-obvious supply restrictions - more details on the $1T demand forecast - Vera Rubin CPU revenue details - Groq LPU ramp details

‘Rates are reaching restrictive levels,’ says @Wellington_Mgmt’s Brij Khurana cnb.cx/4wGb6h5

$CAVA shares spike on earnings and revenue beat cnb.cx/42KZI5W

Alphabet falls short of Wall Street expectations, stock slides during $GOOGL I/O event cnb.cx/3RiH9nm

‘No company is more vertically integrated with AI than Google,’ says Evercore ISI’s @markmahaney cnb.cx/4dSfceC

Early SpaceX investor @chadsonofchad talks upcoming IPO following report of accelerated timeline cnb.cx/3Pgz2qJ

‘Market is working through a natural digestion and will go higher,’ says @Official_Cantor’s @EricJohnstonNYC cnb.cx/4dEK55f

CNBC's @MorganLBrennan's exclusive interview with @SecretaryBurgum from Alaska's National Petroleum Reserve cnb.cx/4uSCZkp

Jefferies'@jefmacrostrat: 'Underlying guts of this economy showing through the negativity' cnb.cx/4dn52Bm

Berkshire Hathaway sells remainder of $AMZN stake, takes new stake in $DAL cnb.cx/4929Qe9

'Next AI bottleneck will be in back-end packaging,' says Tekne Capital CEO Beneet Kothari cnbc.com/video/2026/05/…

'AI spend is expanding outside of tech,' says @Citi Wealth's Head of Portfolio Construction, Olaolu Aganga cnb.cx/4diZPKZ

@MysteryBroker please tag us here next time so we see your tweet!

I will be on CNBC's "Closing Bell Overtime" hosted by Michael Santoli and Melissa Lee at 4 PM today, May 11th discussing the outlook for the financial markets.

Thank you Michael Santoli and Melissa Lee for having me on your "Closing Bell Overtime" show on CNBC yesterday to discuss the current financial markets and the prospects for the end of this AI bubble and 17 year secular bull market. cnbc.com/video/2026/05/…

'Liquidity sources for market could start fading in second half of year,' says @icapitalnetwork's @sonalibasak cnb.cx/4tZVfZ0

.@StrategasRP's @verrone_chris talks cracks in the technical market picture cnb.cx/3PbBGhq