The Daily Drawdown

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Catch what's moving the market in less than ten minutes a day. This feed was made with Podkey. It's based on the content from the following sources: Animal Spirits PodcastClosing BellCNBC's "Fast Money"CNBC’s “Money Movers”Halftime ReportInvest Like the Best with Patrick O'ShaughnessyMad Money w/ Jim CramerMotley Fool Hidden Gems InvestingMRKT MatrixOdd Lots11 more sourcesView this feed in Podkey, or create your own at https://podkey.fm

  1. 44m ago

    AI Returns Meet Higher Costs

    The AI buildout is generating real revenue, and investors are asking a harder question: will the returns cover the bill? AI's return testThe financing squeezeCompute prices and softwareOil, rates, and householdsA broader market under pressureCyber risk rises with adoption Sources: CNBC's "Fast Money" — Parts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26Closing Bell — Closing Bell Overtime: Markets Search for Opportunity After a Wild Week 10/23/26Closing Bell — Closing Bell 10/23/26Motley Fool Hidden Gems Investing — Is the AI Bubble Popping?Thoughts on the Market — One Global Shock, Different Rate PathsMRKT Matrix — Stocks Fall As Selling Moves Beyond TechThe Exchange — The Exchange 10/23/26Power Lunch — Oil Hits 5-Month High, iPhone Duo Launch, Weekend Sports Slate 10/23/26Halftime Report — Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26Squawk on the Street — 11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/269 more sources This podcast was created with Podkey. Make your own at https://podkey.fm

  2. 1d ago

    AI Spending, Market Socialism, and Investing

    Tesla has a merger idea to weigh, Meta has a massive AI bill to justify, and investors have a familiar problem: knowing when a good story has run ahead of the evidence. Tesla and SpaceXMeta’s AI spendingThe streaming contestA market-socialist modelThe role of AI in planningInvesting with a plan Sources: Prof G Markets — Why Elon Might Merge Tesla And SpaceXOdd Lots — Bhaskar Sunkara Thinks the Market Has a Place Under SocialismMad Money w/ Jim Cramer — Mad Money w/ Jim Cramer 10/21/26 This podcast was created with Podkey. Make your own at https://podkey.fm

  3. 2d ago

    AI’s Power and Financing Test

    AI companies are ordering compute on a staggering scale. Investors are asking how quickly customers will pay enough to justify it. The AI spending testSpaceX scales upThe possible Tesla dealMeta shows the revenue sideOil, rates, and householdsWhat to watch Sources: CNBC's "Fast Money" — Big Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26Closing Bell — Big Tech Earnings Put the Rally to the Test 10/21/26Closing Bell — Closing bell 10/21/26MRKT Matrix — Stocks Rally As SpaceX & Tesla Revive Tech OptimismMotley Fool Hidden Gems Investing — SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?Power Lunch — Tech Earnings Season, SpaceX Targeting Telecoms, CME Group CEO Interview 10/21/26Thoughts on the Market — Inside the Biggest Bond Boom in YearsThe Exchange — SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26Halftime Report — Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26Squawk on the Street — 11AM Hour: Kroger CEO, NHL Commissioner & SpaceX Rallies on Earnings 10/21/269 more sources This podcast was created with Podkey. Make your own at https://podkey.fm

  4. 3d ago

    AI’s Financing Test

    Demand for AI computing power is strong. The question moving across markets is whether that demand can pay for the enormous buildout. The AI funding testSpaceX’s expanding ambitionsRates raise the stakesOil, households, and EuropeCompany watch Sources: Closing Bell — Closing Bell 10/20/26Motley Fool Hidden Gems Investing — GE & GM Earnings and Deals, Deals, DealsMRKT Matrix — Markets Remain Mixed As Oil Stays Above $100Squawk on the Street — 11AM Hour: Impactive Capital's Lauren Taylor Wolfe, Former TikTok CEO Kevin Mayer & GM Tumbles After Earnings 10/20/26Squawk Pod — Unrest in Europe & LeBron’s Season Debut 10/20/26Worldwide Exchange — AI, earnings and inflation risks 10/20/26Odd Lots — CME's Terry Duffy on the Disconcerting State of Finance Regulation This podcast was created with Podkey. Make your own at https://podkey.fm

  5. 4d ago

    AI Spending Meets the Financing Test

    Demand for AI compute is strong. The harder question is whether the companies building capacity can collect enough cash, soon enough, to pay for it. The AI spending testCoreWeave and the cost of capitalPower, software, and paybackRates, oil, and householdsWhat markets are watching Sources: Closing Bell — Closing Bell Overtime 10/19/26Thoughts on the Market — A Narrower Path for Growth and StabilityClosing Bell — Closing Bell: 10/19/26Power Lunch — Global Markets, AI Debt Concerns, Energy Stock Ideas 10/19/26Motley Fool Hidden Gems Investing — Investors Shoot for the MoonMRKT Matrix — Nasdaq Rises on AI Dip BuyingThe Exchange — Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26Halftime Report — Managing Risk in a Volatile Market 10/19/26Squawk Pod — Rare Disease Progress, Tech Charity, & the Elizabeth Holmes Doc 10/19/26Squawk on the Street — 11AM Hour: EQT Chairman, TD Bank Vice Chair & Anthropic Gets Philanthropic 10/19/267 more sources This podcast was created with Podkey. Make your own at https://podkey.fm

  6. Oct 16

    AI Credit Meets an Oil Shock

    AI demand is growing. The harder question is whether the companies building capacity can finance it and earn enough to pay for it. AI financing under pressureRotation and earningsOil, inflation, and the FedThe household squeezeCorporate watchAI risk moves into operations Sources: CNBC's "Fast Money" — Coreweave’s Impact On AI Trade… And Netflix Results On Deck 10/16/26Closing Bell — Closing Bell Overtime: 10/16/26Closing Bell — Closing Bell: 10/16/26Power Lunch — Top Stock Ideas, Growing U.S. Debt, AI & The Restaurant Industry 10/16/26The Exchange — Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26Halftime Report — AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26Squawk Pod — AI Czar Jay Clayton & John Legend Loves Dogs 10/16/26Squawk on the Street — 11AM Hour: Apple’s iPhone Duo Goes on Sale, Tesla Unveils Roadster, Proofpoint CEO on $6.3B Cyber Security Deal 10/16/26Squawk on the Street — 10AM Hour: AI Trade Faces More Pain, Interactive Broker’s Thomas Peterffy, Citizen Financial CEO on Earnings 10/16/26Squawk on the Street — 9am Hour: CoreWeave Whipsaw, Tesla’s Roadster Unveil, Netflix C-Suite Shuffle 10/16/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  7. Oct 15

    AI Debt Meets Hot Inflation

    AI demand is still growing. The immediate question for markets is who can finance the buildout, and at what price. AI infrastructure financingAI labs and the IPO testInflation, rates, and consumersMarket rotationWhere AI meets the real economy Sources: CNBC's "Fast Money" — Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26Closing Bell — Closing Bell Overtime: 10/15/26Closing Bell — Closing Bell: 10/15/26Power Lunch — Reaction to PPI Data, TeraWulf CEO Interview, Global Energy Markets 10/15/26The Exchange — Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26Halftime Report — The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26Squawk Pod — AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26Squawk on the Street — 11AM HOUR: Squawk on the Street 10/15/26Squawk on the Street — 10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26Squawk on the Street — 9am Hour: Exclusive: CoreWeave Craters, Red Hot PPI, AI Buildout Fears 10/15/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  8. Oct 14

    Inflation Hits the AI Buildout

    A hot inflation report pushed Treasury yields higher, just as investors were questioning how much debt AI infrastructure can carry. Strong demand is still visible. The financing math is getting harder. Inflation and the FedRates spread through the economyAI credit under pressureDemand meets physical limitsMarket rotation and bank earningsEnergy costs to watch Sources: CNBC's "Fast Money" — AI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26Closing Bell — AI Trade Faces a Reality Check 10/14/26Closing Bell — Closing Bell 10/14/26Power Lunch — Anthropic Investor Day, CoreWeave Shares Sink, Media Stock Roundup 10/14/26The Exchange — Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26Halftime Report — Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/14/26Squawk on the Street — 11AM Hour: Morgan Stanley CEO, Merck CEO & Former NEC Director Gary Cohn 10/14/26Squawk Pod — Attacks in Saudi & Fanatics Goes All-In on Gambling 10/14/26Squawk on the Street — 10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/262 more sources This podcast was created with Podkey. Make your own at https://podkey.fm

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Catch what's moving the market in less than ten minutes a day. This feed was made with Podkey. It's based on the content from the following sources: Animal Spirits PodcastClosing BellCNBC's "Fast Money"CNBC’s “Money Movers”Halftime ReportInvest Like the Best with Patrick O'ShaughnessyMad Money w/ Jim CramerMotley Fool Hidden Gems InvestingMRKT MatrixOdd Lots11 more sourcesView this feed in Podkey, or create your own at https://podkey.fm

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