SOTS 2nd Hour: Softbank Sells Nvidia, Market Vet Ed Yardeni, & The Pulse of the AI Trade 11/11/25

SOTS 2nd Hour: Softbank Sells Nvidia, Market Vet Ed Yardeni, & The Pulse of the AI Trade 11/11/25

  • Af
  • Episode
      2389
  • Published
      11. nov. 2025
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Episode
2389 of 2509
Længde
44M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh read on main street and the jobs market through alternatives like the NFIB Small Business Index and new ADP numbers - before checking in on the shutdown and getting market veteran Ed Yardeni's take on all the action.

Also in focus: the state of the AI trade, following yesterday's big rebound - the team checked in with one AI software CEO about key risks ahead, broke down Softbank's big decision to sell its entire Nvidia stake, and got the street's take on new numbers out of AI hyperscaler Coreweave. Plus: hear from the CEO of one AI upstart that's changing the way we do medicine... starting with your doctors office.

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