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Mike Santoli
CNBC (senior markets commentator)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
whether the churn around S&P 7500 has de-risked and reloaded the market
“May 14th for a month I've been saying maybe that was consequential”
S&P 500 since this was said: ▲ +3.4% · 7,490 → 7,742 · as of 2026-08-05
on the AI/semis gut check and reset
“maybe we went from overbelief to disbelief in the course of one month”
Clip follows BlackRock and Morgan Stanley earnings, with Morgan Stanley posting record profit; he notes MS and Goldman are 'the same exact chart' on a one-year basis @2:29 despite being rivals.
“I mean, basically, they're the two ways that you want to just leverage all of this capital raising and deployment in AI.”
Gold since this was said: ▲ +6.6% · 4,044 → 4,310 · as of 2026-08-05
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