CNBC Overtime

Brex and Navan are teaming up to create a seamless travel management and card solution for businesses to take on legacy players like Concur and Amex. Brex CEO Pedro Franceschi and Navan CEO Ariel Cohen joined the show to talk about their new partnership.

One question investors have been debating is whether the economy is currently experiencing a soft landing or no landing. We pose this question to Allianz chief economic advisor Mohamed El-Erian.

Chinese markets closed mostly positive after the country's finance minister signaled stimulus is on the way, but the announcement lacked details. The comments led Goldman Sachs to raise its Chinese GDP forecast to 4.9%. Mark Mobius, chairman of Mobius Emerging Opportunities Fund, joined the show to talk whether the bullish sentiment around China can continue.

AI startup Writer is aiming to fix one of the big problems facing generative AI - the massive cost of training models. Its solution is synthetic data or data created by AI. CEO May Habib joined CNBC Overtime to discuss.

JP Morgan and Wells Fargo propelled the financials sector to a record high thanks to their earnings reports. Ebrahim Poonawala, senior U.S. banks analyst at Bank of America, joined the show to react to this morning's bank earnings and break down his expectations for Morgan Stanley and Goldman Sachs next week.

AMD shares closed in the red after it climbed in anticipation of the company's "Advancing AI" event where CEO Lisa Su unveiled a new AI chip to rival Nvidia's Blackwell. Su joined CNBC Overtime fresh off the stage in San Francisco along with our own Kristina Partsinevelos.

Is it time to rethink the classic 60/40 portfolio? As public markets have become more indexed and correlated, Apollo Global Management, Inc.'s Stephanie Drescher joined CNBC Overtime to discuss why investors should look to diversify into private markets.

Tesla is expected to reveal its highly anticipated robotaxi in an event called "We, Robot" tonight. Bu will the actual news live up to the hype? Craig Irwin from ROTH Capital Partners and ARK Investment Management LLC's chief futurist Brett Winton joined the show to debate whether this event wil be a boost for the company.?

Two years ago I did an On the Other Hand segment raising the question of whether IBM's turnaround was real. The stock had outperformed the S&P 500 in a really bad 2022. Now that the S&P is at record highs, how has IBM stock done under CEO Arvind Krishna? You might be surprised. Subscribe to my On the Other Hand newsletter to find out when it publishes later today, and to read the text of both arguments from the archives: https://cnbc.com/OTOH

Stocks extended yesterday's rally - the Dow and the S&P 500 posted new closing highs. But could earnings season derail the momentum? Drew Pettit, director of U.S. Equity Strategy at Citi Research, joined the program to break down his expectations for third quarter earnings reports and which sectors he is watching.