Unity Software saw massive gains today on a day technology stocks underperformed. Shares of closed 30 percent higher after topping estimates for its latest earnings report Despite a softer guidance, investors showed interest in Unity's new AI ad platform "Unity Vector." Unity Software CEO Matthew Bromberg calls the new launch a "significant investment" that could lead to more ROI for ad customers.
CNBC Overtime
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Updates
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RingCentral CEO Vlad Shmunis talks exclusively about the company's latest earnings report, new product launch and macro level uncertainties.
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Shares of Rivianmoved higher after posting fourth quarter results that showed a smaller than expected loss. Rivian CEO RJ Scaringe joined the show to break down the company's guidance, impact from tariffs and EV incentives, and updates on R2 products.
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Jim Risoleo, Host Hotels & Resorts CEO, joined the show to break down the company's latest earnings results and share his insights on travel demand.
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"Apple is trying to keep up with Google" - Needham & Company's Laura Martin, CFA, CMT reacts to Apple's latest cheaper iPhone 16e and what it means for the company's AI strategy.
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The S&P 500 closed for the second straight session following the release of the minutes from the Federal Reserve's January meeting. Liz Ann Sonders, investment strategist at Charles Schwab, says a stronger earnings season has been supportive of the market, but there is "a lot of churn going on underneath the surface."
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"Too many foreign investors have capitulated on China, deemed China uninvestible, but it's too large a market to ignore" - Rockefeller Capital Management's Ruchir Sharma makes the case on why investors shouldn't back out of China.
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Health care is one of the worst performing sectors since the election as investors digest what the new administration means for the industry. This comes as major drugmakers are reportedly meeting with President Donald Trump this week at the White House to start a dialogue on key issues. Pfizer chairman and CEO Albert Bourla joined the show to discuss how the company is preparing for a new U.S. Secretary of Health and Human Services and how it is navigating tariffs.
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In this week's Time Out, Jon Fortt talks to AI Squared CEO Benjamin Harvey, Ph.D. on how he is helping other companies figure out whether the return of investment of their AI spending is worth the cost.
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Moderna shares closed higher today after reporting mixed fourth quarter earnings results, which highlighted a continued decline in demand for Covid vaccines. Mike Yee from Jefferies shares his take on the latest results from Moderna and what lies ahead for the pharmaceuticals industry with Robert F. Kennedy Jr. becoming secretary of the U.S. Department of Health and Human Services.