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’s Trillion-Dollar Stress Test

    The AI buildout is moving from a demand story to an economics test. Capital is getting more expensive, electricity is scarce, and the companies funding this boom are becoming far more asset-heavy. AI spending meets the bond marketChips, power, and physical constraintsRates, oil, and the real economyA two-speed marketAI security and healthcareWhat to watch Sources: CNBC's "Fast Money" — Semis At An Inflection Point… And Navigating An ‘Expensive’ Market 9/18/26Closing Bell — Closing Bell Overtime: Markets Push Through the Anxiety 9/18/26Closing Bell — Closing Bell 9/18/26Power Lunch — Soaring Diesel Prices, Wall of Worry, Data Center Buildout Interview 9/18/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Honeywell 9/18/26The Exchange — Nvidia Too Cheap to Ignore?, AI Safety Debate, Apple’s iPhone Launch 9/18/26Halftime Report — Inflation Risks to the Rally: How to Protect your Portfolio 9/18/26Squawk on the Street — 11AM Hour: Ariel Investments Co-CEO on Warren Buffett Stepping Down, Apple's New iPhones Go on Sale & AI's Growing Role in Health Care 9/18/26Squawk Pod — Controlling AI with Mustafa Suleyman & Warren Buffett Steps Down as Berkshire Chair 9/18/26Squawk on the Street — 10AM Hour: Buffett Steps Down as Berkshire Chairman, Yen Reacts to BOJ Rate Hike, Mbappe Moves ‘On’ from Nike 9/18/262 more sources This podcast was created with Podkey. Make your own at https://podkey.fm

  2. 2d ago

    Rates, Oil, and AI Power

    The Fed has started hiking again, oil is holding near $100, and the AI boom is running into a power-grid constraint. Those three forces now run through markets, household budgets, and the next leg of corporate investment. Fed policyYields and fiscal credibilityOil shockHousing and consumer stressAI capital cycleAI safety and securityMarket positioning Sources: CNBC's "Fast Money" — Stocks Climb as Oil, Yields Retreat… And Impact Of Fed Rate Hike On Housing Market 9/17/26Closing Bell — Stocks Surge Day After Fed Hike: 9/17/26Closing Bell — Closing Bell 9/17/26Power Lunch — Power Lunch 9/17/26The Exchange — A Post-Rate-Hike World, a C-Suite Warning, and a Former Treasury Secretary 9/17/26Halftime Report — Trading the Rate Hike Rebound: The Investment Committee's Strategy 9/17/26Squawk Pod — The Fed Moves and Rahm Emanuel looks at 2028 9/17/26Squawk on the Street — 11AM Hour: Exclusive Interview with Palantir CEO Alex Karp 9/17/26Squawk on the Street — 10AM Hour: Steph Curry from Beth Page Black, OpenAI Discloses more ‘Concerning’ AI Behavior, Worst of the AI Sell-off over? 9/17/26Squawk on the Street — 9AM HOUR: Markets' Post-Fed Hike Rally, Oil Pulls Back, OpenAI's "Concerning" Disclosure 9/17/262 more sources This podcast was created with Podkey. Make your own at https://podkey.fm

  3. 3d ago

    Rates, Oil and AI Capital

    The Fed raised rates into an oil shock, the bond market kept long yields near 5%, and AI spending kept accelerating anyway. That combination is reshaping everything from freight margins and housing demand to the market’s tolerance for richly valued technology. The Fed's hawkish signalInflation and the household squeezeFreight and housing feel the pressureThe bond market's new regimeAI spending meets capital-market realityAgents, safety, and policyMarkets to watch Sources: Closing Bell — Closing Bell Overtime: Fed Cut, Warsh’s Presser Sends Stocks Lower 9/16/26Closing Bell — Closing Bell 9/16/26Power Lunch — Federal Reserve Hikes Rates for the First Time in Three Years 9/16/26The Exchange — Countdown to the Fed Decision 9/16/26Halftime Report — Debate: Is a Hike Coming? 9/16/26Squawk Pod — “Science of the AI Mind” & Ron Baron 9/16/26Squawk on the Street — 11AM Hour: Senator Richard Blumenthal on AI, Early Facebook Investor Roger McNamee & Clarity Act Fails to Advance 9/16/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Meta Platforms 9/16/26Squawk on the Street — 10AM Hour: DoD’s Emil Michael on AI Fears, Fed Decision on Deck, C-Suite Warns about Fuel Prices 9/16/26Squawk on the Street — Squawk on the Street 9/16/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  4. 4d ago

    Rates, Oil, and AI Power

    The market's central question is getting expensive: can the economy absorb tighter money, $100 oil, and an AI buildout that needs enormous amounts of power? This week, every answer runs through bond yields. Fed decision and yieldsEquities and creditOil shock and energy responseAI meets the physical worldAI safeguards and financial adoptionCrypto and market structure Sources: CNBC's "Fast Money" — 10-Year Yield Hits 19-Year High… And The Energy Outlook As Oil Surges 9/15/26Closing Bell — Closing Bell 9/15/26Power Lunch — Fed Decision Preview, Cohere CEO Interview, Clarity Act Vote 9/15/26The Exchange — Yields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Chip Stocks 9/15/26Halftime Report — Live From Future Proof: AI's Regulatory Divide 9/15/26Squawk Pod — Maryland Gov. Wes Moore & the AI Buildout 9/15/26Squawk on the Street — 11AM Hour: Senator Mark Warner on AI Regulation, Former Fed Governor Stephen Miran & Energy Secretary Chris Wright 9/15/26Squawk on the Street — 10AM Hour: Treasury Sec. Bessent Testifies, Thermo Fisher CEO, Morgan Stanley’s M&A Outlook 9/15/26Squawk on the Street — 9AM HOUR: Trump Dismisses AI Fears, 10-Year Yield Hits Fresh 2007 Highs, the Fed's 2-Day Meeting In Focus 9/15/261 more source This podcast was created with Podkey. Make your own at https://podkey.fm

  5. 5d 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

  6. Sep 11

    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

  7. Sep 10

    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

  8. Sep 9

    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

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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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