The Latest AI Investments From Tech Giants… And A Bull Case Still In Place

The Latest AI Investments From Tech Giants… And A Bull Case Still In Place

Oracle planning to raise up to $50 billion for its AI infrastructure build, as Nvidia’s deal with OpenAI seems to still be on the table. Why the move could be the semi giant’s largest investment ever, and how the AI financing headlines will impact the artificial intelligence race. Plus Gold, Silver, and Bitcoin volatility rattling Wall Street, but Evercore’s Julian Emanuel isn’t letting the swings sour his bull case. Why he still sees the S&P climbing despite the commodity and crypto crunch.

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Stocks React To Iran Developments… And A Potentially “Big Shock” In Inflation Data 4/6/26

Stocks React To Iran Developments… And A Potentially “Big Shock” In Inflation Data 4/6/26

Stocks kicking off the week with a slew of developments out of the Middle East. The market reaction ahead of President Trump’s Strait of Hormuz deadline, and the impact on oil prices with WTI Crude si...

6 Huhti 43min

Stocks Wrap Up A Volatile Week… And Playing Defense Amid The Market Swings 4/2/26

Stocks Wrap Up A Volatile Week… And Playing Defense Amid The Market Swings 4/2/26

Stocks paring early losses to round out a volatile shortened week. How President Trump’s Iran War address impacted the markets, and the latest oil surge pushing WTI Crude prices back to triple digits....

2 Huhti 43min

Markets Rally Ahead of Trump’s Iran Address… And Fading The Bounce 4/1/26

Markets Rally Ahead of Trump’s Iran Address… And Fading The Bounce 4/1/26

Stocks bounce as traders brace for President Trump’s address on Iran, but the uncertainty isn’t going away. Why one top macro investor isn’t believing the bounce and says it’s time for a “cash buffer....

1 Huhti 43min

Stocks Rally On Optimism For End Of Iran War… And Apple’s Mag-7 Outperformance 3/31/26

Stocks Rally On Optimism For End Of Iran War… And Apple’s Mag-7 Outperformance 3/31/26

Stocks surge and oil falls on reports the Iran War could be nearing an end. The sectors and stocks seeing the biggest jumps, and how Nike is faring after reporting results. Plus the latest semi invest...

31 Maalis 43min

Semis Slide, Oil Climbs, Nike Results on Deck… And The Latest Use Case For GLP-1’s 3/30/26

Semis Slide, Oil Climbs, Nike Results on Deck… And The Latest Use Case For GLP-1’s 3/30/26

A volatile day for stocks as memory-chip names reverse sharply and investors eye the latest developments in the Middle East — and why one top strategist says this week is “maximum uncertainty” with a ...

30 Maalis 43min

Tech Slides to Close a Volatile Week… Citi Deal Chatter, A Weak Yen, and Nike’s Big Test 3/27/26

Tech Slides to Close a Volatile Week… Citi Deal Chatter, A Weak Yen, and Nike’s Big Test 3/27/26

Wall Street’s selloff picks up steam to close out a roller-coaster week, with the Dow sliding deeper into correction territory as traders watch what’s next for the Fed amid the latest developments in ...

27 Maalis 43min

Meta’s Rough Month… And Rate Hike Odds Rise 3/26/26

Meta’s Rough Month… And Rate Hike Odds Rise 3/26/26

Shares of Meta sinking as the social media giant faces penalties in 2 separate lawsuits. The small slap on the wrist in terms of fines, but the more impactful drop in shares over the last month. Plus,...

26 Maalis 43min

The Most Important Charts… And “Mysterious” Trading Around Trump Announcements 3/25/26

The Most Important Charts… And “Mysterious” Trading Around Trump Announcements 3/25/26

Stocks take a leg higher after the U.S. reportedly sends a peace plan to Iran. But with markets seeming to swing on any headline out of the middle east, our traders lay out the charts they’re watching...

25 Maalis 43min

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