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. 1d ago

    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

  2. 2d ago

    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

  3. 3d ago

    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

  4. 4d ago

    Banks, Bonds, and the AI Build-Out

    Big banks are reporting resilient customers and healthy deal pipelines. Investors are asking a harder question: what happens when expensive money meets an enormous AI spending cycle? Bank earnings and enforcementThe price of AI capacityChip demand and market concentrationRates and the next checks Sources: CNBC's "Fast Money" — Drama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26Closing Bell — Tech Takes a Breather; Dyna’s “Taku” Robot Visits the Set 10/13/26Closing Bell — Closing Bell 10/13/26Power Lunch — Bank Earnings Kickoff, Tech Fueling Rally, Sarat Sethi Guest Host 10/13/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Wells Fargo 10/13/26The Exchange — the Exchange 10/13/26Halftime Report — Halftime Report Live at the CAIS Summit 10/13/26Squawk Pod — Paul Tudor Jones’ Call for 2027 & Vibes 10/13/26Squawk on the Street — 11AM Hour: Dell CEO on AI, Wells Fargo CFO on Earnings & UnitedHealth's Beat and Raise 10/13/26Squawk on the Street — 10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/262 more sources This podcast was created with Podkey. Make your own at https://podkey.fm

  5. 5d ago

    The Rally’s Narrow Foundation

    The bull market just turned four. The index looks strong, while the average stock and the cost of financing it tell a more complicated story. Market breadth and earningsRates and the banksThe AI spending testAgents meet the real worldOil risk and physical supplyWhat consumers feel Sources: Closing Bell — Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26Closing Bell — Closing Bell 10/12/26Power Lunch — Power Lunch 10/12/26The Exchange — The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26Halftime Report — High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26Squawk on the Street — 11AM Hour: Bank Earnings on Deck, Early Facebook Investor Roger McNamee & AI vs. Humans in Health Care 10/12/26Squawk Pod — Rising Oil Tensions, AI Agent Oversharing 10/12/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/12/26Squawk on the Street — 10AM Hour: Middle East Attacks Rattle Energy Markets, Social Security Commissioner, iPhone Demand Slowdown? 10/12/26Squawk on the Street — 9am Hour: Bull Market Turns 4, Starbucks/Chipotle Update, AI Deals in the Works? 10/12/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  6. Oct 9

    Oil Shock Meets AI Spending

    Oil shipments through the Strait of Hormuz have fallen sharply. At the same time, investors are asking how much more debt and spending the AI buildout can support. Oil and fuelRates and the FedAI spending and revenueData centers and market concentrationApple and wireless competitionHealthcare developments Sources: CNBC's "Fast Money" — Trump strikes Russian diesel deal... And Apple’s latest iPhone woes 10/9/26Closing Bell — Closing Bell Overtime 10/9/26Closing Bell — Closing Bell 10/9/26Power Lunch — Power Lunch 10/9/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Kimberly-Clark 10/9/26The Exchange — SpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26Halftime Report — The State of the AI Trade 10/9/26Squawk on the Street — 11AM Hour: FCC Chairman Brendan Carr, Apollo's Torsten Slok & Macao Gambling Revenue Lags 10/9/26Squawk Pod — SpaceX Aims for Telecom, Starbucks Eyes Chipotle 10/9/26Squawk on the Street — 10AM Hour: White House Opens New Lisa Cook Investigation, OpenAI’s Revenue Numbers Spook Market, Delta Cuts Outlook on Fuel Prices 10/9/262 more sources This podcast was created with Podkey. Make your own at https://podkey.fm

  7. Oct 8

    Oil Shock Meets AI Repricing

    Oil in the tanker market is commanding a far higher price than oil on the futures screen. At the same time, a change in how OpenAI reports revenue is rippling through the companies financing the AI buildout. Oil supply and the physical marketOpenAI revenue and AI exposureRates, market breadth, and banksConsumer pressure Sources: CNBC's "Fast Money" — Stocks Fall As Oil Spikes… And White House CTO On Trump Science Summit 10/8/26Closing Bell — Closing Bell Overtime 10/8/26Closing Bell — Closing Bell 10/8/26Power Lunch — Investing Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26The Exchange — Oil Spike, The Technical Take, and Oppormunities 10/8/26Halftime Report — The Rally and Rising Rate Risk 10/8/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Fedex 10/8/26Squawk Pod — AI Math vs. Human Math & Tariffs in the Midterms 10/8/26Squawk on the Street — 11AM Hour: Goldman Sachs Chief U.S. Equity Strategist, Midterm Elections Impact on the Market & Micron to $3,000? 10/8/26Squawk on the Street — 10AM Hour: Pepsi CEO on Earnings, High-Rate Playbook for Banks, Skydance CEOs on Financial Outlook & Content Strategy 10/8/262 more sources This podcast was created with Podkey. Make your own at https://podkey.fm

  8. Oct 7

    Higher Yields Test the AI Buildout

    The 10-year Treasury yield has reached a 24-year high. Stocks are still near records, and AI companies are planning another enormous round of spending. The price of financing now matters to all three stories. Treasury yields and the marketNarrow stock-market leadershipThe AI financing testHousing and the consumerEnergy supply pressure Sources: CNBC's "Fast Money" — Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26Closing Bell — Data Centers, AI Spending and Higher Rates 10/7/26Closing Bell — Closing Bell 10/7/26Power Lunch — Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Nvidia 10/7/26The Exchange — Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26Halftime Report — Halftime Report Celebrates 15 Years 10/7/26Squawk on the Street — 11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26Squawk Pod — DOGE ‘Blockers,’ Media’s Mega Merger, & Bigger Billionaires 10/7/26Squawk on the Street — 10AM Hour: Stocks Pull Back from Records, SpaceX Raising Money to Buy Nvidia Chips, New McKinsey Report on Job Impact from AI 10/7/262 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: 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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