CNBCOvertime✓

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RT @WarrenPies: Enjoyed chatting after the close with @michaelsantoli and @MelissaLeeCNBC on @CNBCOvertime Discussing why we cut risk early this week, and what we are looking for to add exposure back.

RT @DataTrekMB: DataTrek's Nick Colas was on @CNBCOvertime with @michaelsantoli and @MelissaLeeCNBC discussing the latest moves in bond markets and K-shaped economy. Watch below!

'Bond market is in control of the narrative,' says @Citi's Tyler Radke

Ahead of $NFLX earnings today, Needham's Laura Martin thinks the Netflix sell off is overdone, and there is ad growth upside ahead

'Watch for AI capex slowdown signs,' says @Schroders' Adam Farstrup

'AI agent swarms could transform industries,' says @Box CEO @levie

'First time in a while we've seen Treasurys rally into a weaker market,' says @RBC's Andrzej Skiba

.@PuckNews' @MattBelloni weighs in on Netflix's executive shakeup

'Walmart wins in a high-inflation environment,' says D.A. Davidson's Michael Baker

RT @barbara_doran1: AI Expectations Are High—but So Is the Growth As we head into earnings season, the bar remains high for AI-related companies. Even strong results may not be enough to prevent a pullback. On @CNBC Closing Bell: Overtime with host Melissa Lee and fellow guest Bob Elliott, I used $NVDA as an example: the stock has sold off three out of the last four quarterly earnings reports, only to recover and reach new highs in the last week. But the underlying numbers are real, demand remains strong, and forward guidance continues to get stronger, not weaker. At the same time, the market has seen a meaningful valuation reset. The S&P 500's P/E has come down from roughly 23x at the beginning of the year to 19x, while investor sentiment has also shifted lower. That looks to me like an attractive market risk-reward potential, even as questions remain about the longer-term pace of AI growth, geopolitical uncertainties and inflation. @BobEUnlimited @MelissaLeeCNBC #WealthManagement #PortfolioManagement #Earnings #ArtificialIntelligence #Markets #NVDA

RT @Alcoa: #Alcoa CEO Bill Oplinger joined @CNBCOvertime following the company’s 3Q 2026 earnings call to discuss the quarter’s strong performance, transformation site redevelopment, aluminum market conditions and U.S. trade and tariff dynamics. Full interview:

Inside the physical AI race with @RoboStrategy CEO @Rewkang, and Taku the robot

Growing data center backlash mounts ahead of midterms. @PippaStevens13 reports

'Will see huge wave of bankruptcy when neocloud over-investment ultimately implodes,' says @DanielTNiles

'Bond investors reassessing risk in AI is a healthy sign,' says @JHIAdvisors' Seth Meyer

'AI campaign concerns should go away post-midterms,' says Cantor Fitzgerald's Eric Johnston

'Growth in data centers is really positive for aluminum,' says @Alcoa CEO William Oplinger

RT @BobEUnlimited: The market is one big bet on AI based on hope for parabolic growth. That's a troubling situation when spending growth is looking increasingly linear. On @CNBCOvertime with @MelissaLeeCNBC yesterday to close out the week:

'Bond yield risk versus reward starting to look attractive,' says @Wellington_Mgmt's Brij Khurana

'AI hacks now operating at machine speed, not hacker speed,' says Former White House CIO @TrackerPayton