Bitcoin is improved gold: scarcity assured by proof of work, and far easier to send, verify and trade. Our CEO @adam3us on @CNBCOvertime on why most institutional adoption is still to come, and his personal bet on bitcoin topping $1 million this cycle.

Great talking technicals with @michaelsantoli and @MelissaLeeCNBC on @CNBCOvertime after the close today, discussing the tech selloff and why I still think we are not out of the woods yet, keeping crash risk elevated @CMTAssociation

Enjoyed chatting after the close with @michaelsantoli and @MelissaLeeCNBC on @CNBCOvertime Discussing why we cut risk early this week, and what we are looking for to add exposure back.

AI Expectations Are High—but So Is the Growth As we head into earnings season, the bar remains high for AI-related companies. Even strong results may not be enough to prevent a pullback. On @CNBC Closing Bell: Overtime with host Melissa Lee and fellow guest Bob Elliott, I used $NVDA as an example: the stock has sold off three out of the last four quarterly earnings reports, only to recover and reach new highs in the last week. But the underlying numbers are real, demand remains strong, and forward guidance continues to get stronger, not weaker. At the same time, the market has seen a meaningful valuation reset. The S&P 500's P/E has come down from roughly 23x at the beginning of the year to 19x, while investor sentiment has also shifted lower. That looks to me like an attractive market risk-reward potential, even as questions remain about the longer-term pace of AI growth, geopolitical uncertainties and inflation. @BobEUnlimited @MelissaLeeCNBC #WealthManagement# #PortfolioManagement# #Earnings# #ArtificialIntelligence# #Markets# #NVDA#

#Alcoa# CEO Bill Oplinger joined @CNBCOvertime following the company’s 3Q 2026 earnings call to discuss the quarter’s strong performance, transformation site redevelopment, aluminum market conditions and U.S. trade and tariff dynamics. Full interview: