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

    Rates, AI, and Market Strain

    The Fed just made a September rate hike a live possibility again, while the AI build-out is running into a harder question: who pays, and when do the returns show up? That combination is pushing investors toward protection even as major indexes hold near their highs. Fed policy resetGuidance and the bond marketGrowth still has supportAI spending meets financing realityAI, cyber, and ApplePositioning and what to watch Sources: CNBC's "Fast Money" — Fast Money 8/28/26Closing Bell — Closing Bell Overtime: 8/28/26Closing Bell — Closing Bell: 8/28/26Power Lunch — Power Lunch 8/28/26The Exchange — Warsh at Jackson Hole, Retail Roundup, and Treasury Trouble? 8/28/26Halftime Report — Fed Chair Kevin Warsh Puts the Rally to the Test: The Investment Committee Weighs in 8/28/26Squawk Pod — Affirm’s Q4 & Big Tech in Court: Meta & Anthropic Rulings 8/28/26Squawk on the Street — 11AM Hour: Highlights from Fed Chair Warsh's Jackson Hole Speech, Dan Niles on Tech & Today's Earnings Movers 8/28/26Squawk on the Street — 10AM Hour: Special Coverage of Fed Chairman Warsh's Jackson Hole Speech 8/28/26Squawk on the Street — 9AM HOUR: Fed Chairman Warsh Keynote Speech Day at Jackson Hole 8/28/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  2. 2d ago

    AI Boom Meets Real Constraints

    Nvidia just showed how much AI demand is still waiting to be served. The bigger question is whether power, financing, communities, and policy can keep up with it. Nvidia resets the AI debateThe infrastructure bill arrivesBacklash, power, and dieselSoftware and security prove demandEnterprise pricing gets seriousFed uncertainty and market concentrationConsumer pressure has uneven effectsHealth and accountability Sources: CNBC's "Fast Money" — Fast Money 8/27/26Closing Bell — Nvidia Delivers Best Day of the Year 8/27/26Closing Bell — Closing Bell 8/27/26Power Lunch — Power Lunch 8/27/26The Exchange — Nvidia’s Record Quarter, Connecticut Sues Kalshi, and So Long, SaaSpocalypse? 8/27/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 8/27/26Halftime Report — Trading Nvidia's Mega Moment: The Investment Committee Weighs In 8/27/26Squawk on the Street — 11AM Hour: Revolution Medicines CEO on Drug Approval, Nvidia Rallies on Earnings & Synopsys CEO 8/27/26Squawk Pod — Nvidia’s Blowout & an E-Shaped Economy 8/27/26Squawk on the Street — 10AM Hour: Cleveland Fed President Hammack, CA AG Bonta on Meta, Nvidia’s Blowout Quarter 8/27/262 more sources This podcast was created with Podkey. Make your own at https://podkey.fm

  3. 3d ago

    NVIDIA’s AI Reality Check

    NVIDIA can sell nearly every chip it can make. The larger question is whether power grids, financing structures, and customer economics can support the next leg of demand. NVIDIA raises the stakesMargins, custom chips, and financingThe real bottleneck is powerSoftware divides into winners and pressured incumbentsRates are back in controlEnergy risk remains global Sources: CNBC's "Fast Money" — Fast Money 8/26/26Closing Bell — Closing Bell Overtime: The Moment is Finally Here: Nvidia Earnings; Plus, Salesforce’s Marc Benioff & Anthropic’s Dario Amodei. 8/26/26Closing Bell — Closing Bell 8/26/26Power Lunch — Countdown to Nvidia Earnings, Meta Legal Settlement, Latest OpenAI Exit 8/26/26The Exchange — Nvidia Earnings, A Winter Warning, and China’s Government Hack 8/26/26Halftime Report — Looking Ahead to Nvidia Earnings Tonight: Your Investment Strategy 8/26/26Squawk on the Street — 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26Squawk Pod — Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26Squawk on the Street — 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Nvidia & Meta Platforms 8/26/262 more sources This podcast was created with Podkey. Make your own at https://podkey.fm

  4. 4d ago

    Oil, Yields, and AI Risk

    A tentative Hormuz corridor knocked oil lower, yet diesel, freight, and inflation risk remain tightly wound. Meanwhile, Nvidia earnings arrive as the Treasury market tests how much financing this AI buildout can absorb. Hormuz and fuel marketsChina's oil leverTreasuries and long yieldsNvidia and AI financingAI buildout meets local resistanceTrade and consumer pressureWhat to watch Sources: CNBC's "Fast Money" — Oil pulls back on Hormuz hopes... And a billionaire investor’s bond market warning 8/25/26Closing Bell — Closing Bell Overtime: 8/25/26Closing Bell — Closing Bell 8/25/26Power Lunch — Key Market Tests Ahead, Brent Breaks Below $90, New OpenAI Chips 8/25/26The Exchange — Media Deal in Limbo, Bitcoin’s Bounce, and Football Firestorm 8/25/26Halftime Report — AI Trade in Focus with Nvidia Looming 8/25/26Squawk Pod — Canada’s Side of Tariffs, DoD Drones, & The Bond Market Speaks 8/25/26Squawk on the Street — 11AM Hour: Nova Scotia Premier on Trade War, The AI & Quantum Trade & Tanger CEO on the Consumer 8/25/26Squawk on the Street — 10AM Hour: Iran's Economic "D-Day", Druckenmiller's Warning, & Checking on the AI Buildout 8/25/26Squawk on the Street — 9AM HOUR: Chips Rebound Ahead of Nvidia Earnings, Druckenmiller Slams Treasury, Dick's Sporting Goods Shares Plunge1 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  5. 5d ago

    AI’s Financing Stress Test

    The AI trade is moving from a chip-demand story into a financing, power, and execution story. That shift matters because higher yields and weaker disclosure can change the economics quickly. Nvidia’s expanding roleThe circularity questionSemiconductor catalyst gapRates and the Treasury backstopPower becomes the bottleneckRotation and hedgesOil, sanctions, and tradeWhat to watch Sources: CNBC's "Fast Money" — Semis slump ahead of Nvidia results... And an NFL star’s market playbook 8/24/26Closing Bell — Closing Bell Overtime: Markets Brace for Nvidia 8/24/26Closing Bell — Closing Bell: 8/24/26Power Lunch — Bessent Press Conference Reaction, Tracking Hormuz Tankers, Data Center Impact on REITs 8/24/26Halftime Report — Trading the Big Week Ahead 8/24/26Squawk Pod — USTR Jamieson Greer & a GPU Lifecycle 8/24/26Squawk on the Street — 11AM Hour: AI's "Bar Mitzvah Moment," Beef Price Backlash & Former Philadelphia Fed President 8/24/26Squawk on the Street — 10AM Hour: U.S.-Canada Trade War, Webull U.S. CEO & Paramount-Warner Brothers Latest 8/24/26Squawk on the Street — 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26Worldwide Exchange — Rates, AI and trade tensions test markets near record highs 8/24/26 This podcast was created with Podkey. Make your own at https://podkey.fm

  6. Aug 21

    Bond Strain and AI Leverage

    Treasury tried to ease pressure on the long end. The bond market absorbed the move, then pushed yields back up. That response is shaping everything from AI financing and private credit to energy, equities, and crypto. Treasury buybacks meet a skeptical bond marketA higher-rate regime changes bond exposureAI financing moves off balance sheetNVIDIA is the immediate AI testCapacity faces political and operational frictionOil shock keeps inflation risk aliveRotation, consumers, and crypto Sources: CNBC's "Fast Money" — Making sense of this week’s volatility... And Nvidia earnings on the clock 8/21/26Closing Bell — Closing Bell Overtime: Stocks Bounce Back But Still End Week Lower as Markets Weigh Rising Risks 8/21/26Closing Bell — Closing Bell: 8/21/26Power Lunch — Power Lunch 8/21/26The Exchange — Safe Haven Status, Retail Wrap Up, and Crypto Comeback 8/21/26Halftime Report — Trading the Major Week Ahead: The Investment Committee's Strategy 8/21/26Squawk on the Street — 11AM Hour: Anthropic Investor on Upcoming IPO, Owner of Rare Trading Card & Crypto's Rally 8/21/26Squawk on the Street — 10AM Hour: Jefferies Chief Market Strategist, Investing in AI & Manhattan Rents Surge 8/21/26Squawk Pod — Debating a California Wealth Tax & Adding AI to Therapy 8/21/26Squawk on the Street — 9AM Hour: Stocks and Bessent After the Sell-Off, Oil Prices and the Trump Effect, Walmart Price Target Cut Parade 8/21/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  7. Aug 20

    Yields, Oil, and AI Capital

    Washington is buying long bonds, oil is pushing up inflation pressure, and AI’s build-out is competing for the same capital. That combination is setting the price of money across the economy. Treasury buybacks and fiscal credibilityOil, inflation, and the FedAI capital demand meets real constraintsMicron and the memory cycleConsumer and market signalsCrypto, exchanges, and cyber risk Sources: CNBC's "Fast Money" — Debt worries back in focus... And Walmart misses the mark with investors 8/20/26Closing Bell — Closing Bell Overtime: Markets Confront a Bond Test as the Consumer and Fed Take Focus 8/20/26Closing Bell — Closing Bell: 8/20/26Power Lunch — Treasury Yields Rebound, Crypto’s Comeback, Wall Street’s Biggest Bargains 8/20/26The Exchange — Bessent’s Bond Battle, Go Broad Not Bearish, and Stripe’s Strategy 8/20/26Halftime Report — Wall Street's 'Most Exciting Era'? The Investment Committee Weighs In 8/20/26Squawk Pod — U.S. Debt, Data Centers in the Midterms, & Coinbase CEO 8/20/26Squawk on the Street — 11AM Hour: Exclusive Interviews with Treasury Secretary Scott Bessent & St. Louis Fed President Alberto Musalem 8/20/26Squawk on the Street — 10AM Hour: Walmart CFO on Earnings, California AG on Paramount-Warner Brothers Discovery Deal & Meta Child Safety Trial 8/20/26Squawk on the Street — 9AM HOUR: Cramer's Micron CEO Exclusive in Boise, Walmart Tumbles, Oil Jumps and Yields Rebound 8/20/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  8. Aug 19

    Treasury Signals and AI Friction

    The market got a fresh reminder that policy signals still move everything fast. Treasury leaned into long-end buybacks, AI buildout is running into political and physical limits, and diesel just became an inflation problem again. Treasury buybacksFed and macro backdropDiesel and refining shockAI buildout hits physical limitsCustom chips and AI supply chainsChip geopoliticsOpenAI, Anthropic, and enterprise economicsSoftware margins and capital rotationPersonalized cancer vaccinesRetail and the real economy Sources: CNBC's "Fast Money" — Treasury intervention sparks rate relief... And Moderna’s cancer moonshot 8/19/26Closing Bell — Closing Bell Overtime: Cancer vaccine from Moderna, Merck shows promise in late-stage trial; both stocks soar 8/19/26Closing Bell — Closing bell 8/19/26Power Lunch — July Fed Minutes, Etched CEO Interview, Latest Ultra-Wealthy Investments 8/19/26The Exchange — The Exchange 8/19/26Halftime Report — Stocks Rise as Yields Fall: The Committee's Investment Strategy 8/19/26Squawk Pod — Moderna & Merck’s Cancer Treatment Win & Figma CEO 8/19/26Squawk on the Street — 11AM Hour: Moderna and Merck Shares Surge, Former CEA Chair Jason Furman & Chinese Robotics Company Soars in Shanghai Debut 8/19/26Squawk on the Street — 10AM Hour: Yields Retreat on Treasury Plan, Major Skin Cancer Breakthrough, Defense Tech Firm Goes Public 8/19/26Squawk on the Street — Yields Fall on Treasury Decision, OpenAI-Anthropic Revenue Race, Moderna Soars 100% 8/19/261 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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