CNBC Television

"Is it worth the risk? I don't know": Raiders owner on sports betting

7 takeaways: why he turned down bigger private equity checks for Tom Brady and partners, why concerts flip the Raiders' revenue model, and how he ended…

3 hrs ago • Scuttlebutt

The market is missing that AI speeds Schwab up rather than holding it back — Schwab CEO

5 insights: Why a 4bp margin miss, not demand, hit the stock, how 90% leverage growth came mostly from tax-aware long-short, and why prediction markets…

Oct 17 • Scuttlebutt

Factory work is coming back to the US, but not the machinists, says Protolabs CEO

5 calls: Why robotics and data center orders doubled in a year, the 30,000 machine shops he says must be modernized, and why he welcomes competitors

Oct 8 • Scuttlebutt

It is a perfect time to build property, but no one will, says Walker & Dunlop CEO

5 calls: Why $1.5T of apartment debt has to be refinanced in 4 years, an office market getting 9% of its normal new supply, and why equity, not debt, is…

Oct 8 • Scuttlebutt

600 managers in its network show private equity thawing, Hunter Point's CEO finds

10 takeaways: why retail redemptions in private credit need a few more quarters to clear, why higher rates help credit and hurt buyouts, and why someone…

Oct 8 • Scuttlebutt

Nuclear power stocks may have bottomed with Constellation's deal, says VanEck CEO

4 arguments: Why inflows to his chip ETF are good but not great after a 20% run, the profit growth he tracks at the hyperscalers, and the one nuclear…

Oct 7 • Scuttlebutt

Bartlett president: smart trucks are adding $300M to Waste Management's bottom line

4 calls: Why Amphenol lets investors own AI growth without betting on one hyperscaler, and why she says the market is wrong to sell NextEra with the…

Oct 7 • Scuttlebutt

"I don't really view Meta as a competitor": MongoDB interim CEO on Meta

3 takeaways: how he found out he was back in charge, why Meta lured his hand-picked successor away, and why he isn't worried about the competition

Sep 30 • Scuttlebutt

Palantir CEO: AI companies want to be nationalized because of the liabilities

3 moments: why he grabbed the mic to interview Nadella himself, his jab at reporters, and Anthropic's existential-risk warning to Trump

Sep 30 • Scuttlebutt

Alaska Air CEO on premium mix: "60% outside the main cabin"

4 numbers: why the Max-10 delay doesn't worry him, what he can control while fuel stays high, and the lounges coming to San Diego, Seattle and Honolulu

Sep 30 • Scuttlebutt

Sam Altman: Nvidia's guardrails don't solve AI safety's science problem

6 takeaways: why OpenAI skipped Nvidia's guardrails project, his car-crash analogy for AI liability, and why Zuckerberg's Muse doesn't worry him

Sep 30 • Scuttlebutt

Rapidan Energy CEO: a diesel export ban would give only "temporary relief"

2 calls: the 35% odds his firm put on an export ban back in April, and why he sees no evidence sanctions are changing Iran's calculus

Sep 29 • Scuttlebutt

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