MRKT Call

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Can Amazon Save Big Tech Tonight? Oct 29, 2026

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Dan Nathan and Danny Moses break down the top market headlines and bring you stock market trade ideas for Thursday, October 29th.

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All Eyes On Fed Chair Warsh Oct 28, 2026

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Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing.

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Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, October 28th.

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Google is Having a TPU Moment (The Information)
Updated Cicular AI Deal Map (X)

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AI’s Hidden Debt: What Big Tech Is Hiding Off Balance Sheet Oct 27, 2026

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Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 27th.

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Broadcom CEO Intervened to Seal $63 Billion Anthropic Debt Deal (WSJ)

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The Market Is Moving Beneath Investor's Feet Oct 22, 2026

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Dan Nathan, Guy Adami and Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, October 22nd.

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Short Sellers Are Exhausted. That’s the Warning Sign Oct 21, 2026

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Dan Nathan and Carter Worth break down the top market headlines and bring you stock market trade ideas for Wednesday, October 21st.

Nvidia May Be Helping Finance Oracle’s AI Data Centers, TD Cowen Says (TipRanks)
Musk Ordered Starlink Slowdown That Blindsided Ukraine (WSJ)

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Compute Demand Isn’t Unlimited (And Credit Markets Know It) Oct 20, 2026

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Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, October 20th.

Show Notes

Slowing Token Spend Shows Compute Demand Isn’t Unlimited (Apollo)
What happens to Wall Street if CoreWeave defaults? JPMorgan checked the math (MarketWatch)