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: Closing BellCNBC's "Fast Money"CNBC’s “Money Movers”Halftime ReportPower LunchSquawk on the StreetSquawk PodThe ExchangeWorldwide ExchangeView this feed in Podkey, or create your own at https://podkey.fm

  1. 19h ago

    Oil, Rates, and AI Risk

    The 10-year Treasury touched 5%, diesel hit a record, and investors are suddenly repricing the cost of everything. At the same time, AI’s safety debate is moving from abstract warnings into liability, security spending, and a sharp rotation across technology. Higher-rate regimeOil shock and Fed dilemmaEquity market resilienceAI safety becomes a market issueLiability and cybersecurityAI competition and deploymentWhat else to watch Sources: CNBC's "Fast Money" — Rates, Oil Rise As AI Warnings Sweep Wall St… And Banking On Blockchain 9/14/26Closing Bell — Closing Bell Overtime: AI Hits a Speed Bump 9/14/26Closing Bell — Closing Bell: 9/14/26Power Lunch — Power Lunch 9/14/26The Exchange — “Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26Halftime Report — AI Safety Concerns Pushe Tech Stocks and the Market Lower: Your Next Move 9/14/26Squawk Pod — Calls for an AI Slowdown 9/14/26Squawk on the Street — 11AM Hour: AI Safety Concerns in Focus, Oil Prices on the Rise & Apple and OpenAI Head to Court 9/14/26Squawk on the Street — 10AM Hour: AI Leaders Call for Slowdown, President’s Trump’s Response, CEO of the AI Chip Firm Challenging Nvidia 9/14/26Squawk on the Street — 9AM HOUR: AI Leaders Call For Slowdown, Chips Slide, OpenAI's Altman Rules Out 2026 IPO 9/14/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  2. 3d ago

    Oil, Yields, and AI Capital

    Oil is nearing $100, diesel is already punishing supply chains, and the bond market is pressing on every rate-sensitive corner of the economy. At the same time, AI’s infrastructure boom is pulling huge amounts of capital, power, and debt into a trade investors can no longer treat as a single theme. Fed and the long endDiesel and Middle East supplyDeficits and market positioningAI infrastructure economicsRisk, resilience, and remembrance Sources: CNBC's "Fast Money" — Last Data Ahead Of Fed Decision… And Commemorating The 25th Anniversary Of 9/11 9/11/26Closing Bell — Closing Bell Overtime: Markets Look Past the Noise 9/11/26Closing Bell — Closing Bell 9/11/26Power Lunch — September Rate Hike Odds, Middle East Oil Disruptions, AI Researcher Resignations 9/11/26The Exchange — Hikes on the Horizon, Diesel Distress and Remembering September 11 9/11/26Halftime Report — Navigating the Potential for a Rate Hike: The Investment Committee's Strategy 9/11/26Squawk Pod — 25 Years Later 9/11/26Squawk on the Street — 11AM Hour: Former Goldman Sachs CEO Lloyd Blankfein, AI Concerns Ramp Up & Diesel Prices at Record Highs 9/11/26Squawk on the Street — 10AM Hour: Remembering 9/11, Oracle Earnings Reaction, Situational Awareness Returns to Public Markets 9/11/26Squawk on the Street — 9AM HOUR: Remembering 9/11 25 Years Later, Inflation Watch, Oracle's AI-Fueled Rally 9/11/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  3. 4d ago

    Oil, Yields, and AI Power

    Crude is back above $100, mortgage rates are above 7%, and the market's central question is getting brutally practical: who can still finance growth? That question runs from the U.S. Treasury to a first-time homebuyer to the data centers powering the AI boom. Oil-driven inflationTreasury market stressDeficits, housing, and consumersMarkets and AI financingWhat to watch next Sources: CNBC's "Fast Money" — Oracle Reports Results… And Mortgage Rates Top 7% 9/10/26Closing Bell — Closing Bell Overtime 9/10/26Closing Bell — Closing Bell 9/10/26Power Lunch — Thoma Bravo Founder, Treasury Bond Auction, Terawulf Exclusive 9/10/26The Exchange — Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26Halftime Report — Protecting Your Portfolio Against Rising Oil Prices and Yields 9/10/26Squawk Pod — AI Alarms, Canada’s Opposition, The GOP Convention 9/10/26Squawk on the Street — 11AM Hour: Former NEC Director Gary Cohn, ServiceNow CEO & Goldman's Chief U.S. Equity Strategist 9/10/26Squawk on the Street — 10AM Hour: Exclusive: Airbnb CEO, Compass CEO on Housing Affordability, Reaction to Apple’s Product Event 9/10/26Squawk on the Street — 9AM HOUR: Wholesale Inflation Rises, AI Fears, Apple's Foldable iPhone Debut 9/10/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  4. 5d ago

    Oil, Yields, and AI Risk

    Brent is above $100, the 10-year is closing on 5%, and the market’s margin for error is getting thinner. This is a supply shock colliding with an already expensive capital market. Oil shock and inflationTreasuries and equitiesApple's premium betAI's trust and financing testWhat to watch next Sources: CNBC's "Fast Money" — Yields Surge, Stocks Fall… And Apple’s Foldable Phone 9/9/26Closing Bell — Big Day for Apple, Ternus 9/9/26Closing Bell — Closing Bell 9/9/26Power Lunch — Apple’s Foldable iPhone, Brent Tops $100, AT&T CEO Interview 9/9/26Halftime Report — Navigating the Risk of a Market Correction: The Investment Committee Weighs in 9/9/26Squawk on the Street — 11AM Hour: Exclusive Interviews with the CEOs of Biogen, Novartis & Visa 9/9/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Meta 9/9/26Squawk Pod — Microsoft’s Brad Smith & Utah Gov. Cox: AI, Teaching, & Peace 9/9/26Squawk on the Street — 10AM Hour: Wells Fargo, Chime & Charter CEOs 9/9/26Squawk on the Street — 9AM HOUR: New Warnings About AI, Brent Tops $100/Barrel, CoreWeave CEO at "Communacopia" 9/9/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  5. 6d ago

    AI Capex Meets Oil Shock

    The market is carrying two massive bills at once: an AI buildout measured in trillions and an energy shock hitting every supply chain. The next few inflation prints will determine whether investors can keep treating both as manageable. AI infrastructure economicsAgents and AI accountabilitySemiconductors and the gridOil, diesel, and inflationRates and market positioningWhat to watch Sources: CNBC's "Fast Money" — Meta’s Latest AI Agent… And An AI-Powered Hedge Fund 9/8/26Closing Bell — Markets Look to Inflation for the Next Move 9/8/26Closing Bell — Closing Bell: 9/8/26Power Lunch — State of the Markets, Diesel Prices at Record Highs, Regional Bank Merger 9/8/26The Exchange — Crude’s “Crash Diet,” Tariff Tiff, and Hold off on a Hike? 9/8/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Intel 9/8/26Squawk on the Street — 11AM Hour: TD Bank's Jeff Solomon, Novartis Shares Plunge & Oil Prices on the Rise 9/8/26Squawk on the Street — 10AM Hour: Stocks Sink as Oil Spikes, Risks for the AI Boom, Qualcomm Inks Data Center Deal with Amazon 9/8/26Squawk on the Street — 9am Hour: OpenAI Urges Caution, Qualcomm & Amazon Partnership, Novartis’ Drug Trial Setbacks 9/8/26Worldwide Exchange — Inflation, AI and trade tensions test the market outlook 9/8/26 This podcast was created with Podkey. Make your own at https://podkey.fm

  6. Sep 4

    Diesel, Rates, and AI

    The labor market just complicated the Fed’s next move, while a record diesel price is feeding inflation through the physical economy. Meanwhile, AI capital spending still looks powerful, though the bottlenecks are shifting from chips to power, permits, facilities, and proof of returns. Jobs and the FedDiesel becomes the inflation riskBonds, deficits, and tradeAI spending meets real-world constraintsThe data-center political riskWhat markets are watching Sources: CNBC's "Fast Money" — Markets look past strong jobs report... And tech’s next earnings test 9/4/26Closing Bell — How the latest jobs data changes the market calculus 9/4/26Closing Bell — Closing Bell: 9/4/26Power Lunch — Jobs Report Reaction, Diesel Prices Hit Record High, Data Center Debate 9/4/26The Exchange — Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26Squawk Pod — What Pablo Torre Found Out & Banning Artificial Superintelligence 9/4/26Halftime Report — The Return of the "Magnificent Seven:" The Investment Committee's Strategy 9/4/26Squawk on the Street — 11AM Hour: Perplexity CEO, Former Richmond Fed President on Jobs Number & Lululemon Shares Plunge 9/4/26Squawk on the Street — 10AM Hour: A Tough Stretch for Lululemon, Goldman Sachs Chief Economist, Zscaler CEO on Earnings 9/4/26Squawk on the Street — 9AM HOUR: Hassett on Jobs Report, Diesel Hits a Record High, Tesla Cybercab Launch Reaction 9/4/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  7. Sep 3

    AI’s New Front Door

    NVIDIA is buying the front door to open-source AI, while investors are demanding proof that the spending behind it can pay. The biggest constraint may be less about chips than the power, permits, networks, and trust required to put those chips to work. NVIDIA buys Hugging FaceAI demand meets physical limitsData centers face a permitting wallSecurity and custom-chip pressureRates, yields, and market riskWhat matters next Sources: CNBC's "Fast Money" — AI buildout financing in focus... And stretching into Lululemon results 9/3/26Closing Bell — AI, Earnings and the Fed Drive the Market 9/3/26Closing Bell — Closing Bell: 9/3/26Power Lunch — Power Lunch 9/3/26The Exchange — Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26Halftime Report — Snowflake Surges on Q2 Earnings: The Investment Committee's Software Strategy 9/3/26Squawk on the Street — 11AM Hour: NetApp CEO on Earnings, Garnering Support for Data Centers & CNBC Special Report: Stealing Anthropic's IP 9/3/26Squawk Pod — Nvidia Buys Hugging Face 9/3/26Squawk on the Street — 10AM Hour: Snowflake & HPE CEOs, Is a Rate Hike in the Cards? 9/3/26Squawk on the Street — 9AM HOUR: Nvidia Buys Hugging Face, Broadcom Falls While Snowflake Soars, Diesel and Pain at the Pump 9/3/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  8. Sep 2

    AI Buildout Meets Bond Pressure

    The AI buildout is still expanding at extraordinary speed, yet the market is demanding proof that all this capacity will earn its keep. At the same time, oil near $95 and global bond yields at fresh highs are raising the cost of every ambitious plan. Bond yields and oilAI market rotationInfrastructure demand and financingBroadcom and the custom-chip fightEnterprise software finds footingPower, politics, and geothermalWhat to watch Sources: CNBC's "Fast Money" — Major moves in semi stocks... And what’s next for oil 9/2/26Closing Bell — Closing Bell Overtime 9/2/26Closing Bell — Closing Bell 9/2/26Power Lunch — Power Lunch 9/2/26The Exchange — The Great Data Center Debate, Apple’s New Era, and Not Swooning in September 9/2/26Halftime Report — Time to Be Cautious on Stocks? 9/2/26Squawk on the Street — 11AM Hour: Investing in AI, Tensions with Iran Escalate & Inside Look at America's First Enhanced Geothermal Project 9/2/26Squawk on the Street — 10AM Hour: Alberta Premier on Tariffs, Dell Jumps on Earnings & Investing in Venezuela 9/2/26Squawk Pod — Berkshire Hathaway CEO Greg Abel & Sec. Lutnick Blames Canada 9/2/26Squawk on the Street — 9AM HOUR: Oil and Yields Watch, Dell Surges, Chevron CEO "First on CNBC" in Venezuela 9/2/261 more source 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: Closing BellCNBC's "Fast Money"CNBC’s “Money Movers”Halftime ReportPower LunchSquawk on the StreetSquawk PodThe ExchangeWorldwide ExchangeView this feed in Podkey, or create your own at https://podkey.fm

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