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SOTS 2nd Hour: New Nvidia/AMD China Fees, Barrick Mining CEO Talks Gold, & TKO CEO Live 8/11/25

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Manage episode 499582775 series 3399849
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

A mixed morning for stocks as tariff receipts – and headlines – roll in: Sara Eisen, David Faber, and Carl Quintanilla broke down the latest out of Washington, including news that Nvidia and AMD will pay the U.S. government 15% of their China chip sale revenues… plus: investors expecting more clarity today when it comes to tariffs on gold – with the CEO of one of the world’s biggest miners, Barrick Gold – joining the team to discuss. Later on: why Citi’s top U.S. Strategist says the bull case remains strong here – and the path to his new 6600 price target on the S&P.

Also in focus: Paramount Skydance inking a huge media deal – acquiring exclusive rights for UFC for $7.7B… Hear a wide-ranging deep-dive with the heads of UFC Parent company TKO Group, spanning the deal, live sports, and the health of the media ecosystem.

  continue reading

2000 episodes

Artwork
iconShare
 
Manage episode 499582775 series 3399849
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

A mixed morning for stocks as tariff receipts – and headlines – roll in: Sara Eisen, David Faber, and Carl Quintanilla broke down the latest out of Washington, including news that Nvidia and AMD will pay the U.S. government 15% of their China chip sale revenues… plus: investors expecting more clarity today when it comes to tariffs on gold – with the CEO of one of the world’s biggest miners, Barrick Gold – joining the team to discuss. Later on: why Citi’s top U.S. Strategist says the bull case remains strong here – and the path to his new 6600 price target on the S&P.

Also in focus: Paramount Skydance inking a huge media deal – acquiring exclusive rights for UFC for $7.7B… Hear a wide-ranging deep-dive with the heads of UFC Parent company TKO Group, spanning the deal, live sports, and the health of the media ecosystem.

  continue reading

2000 episodes

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