Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26
A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech s...
26 Kesä 50min
Micron Earnings Results… And Are Fed Rate-Hikes on the Horizon? 6/24/26
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
24 Kesä 43min
Memory Losses Hit Tech… And Will Oil Prices Drop Even Further? 6/23/26
Tech stocks plummeting even further today as investors seemingly dip out of the AI trade. RBC’s Lori Calvasina breaks down what the losses mean for the future of tech and why she remains optimistic de...
23 Kesä 43min
AI and Software Stocks Struggle… And the Best Buys in Biotech 6/22/26
An AI and Software slump kicking off the week in a tech sell-off with Google, Amazon and Microsoft all ending the day in the red. The traders break down what tech investors can expect from the losses ...
22 Kesä 43min
Full Circle Moment for Markets … And Looking Ahead to the Biotech IPO Boom 6/18/26
A full circle moment for markets as crude oil stoops to its lowest levels since the start of the Iran war and average gas prices drop less than $4 a gallon. Can consumers breathe a sigh of relief or w...
18 Kesä 43min
An Overhaul of Fed Operations… And Terry Duffy Steps Down as CME Group CEO 6/17/26
U.S. treasury's surge while stocks drop as Chairman Kevin Warsh leads his long-anticipated first Fed meeting. What we learned from his press conference, and the major overhaul coming to Fed operations...
18 Kesä 43min
SpaceX Impact On The Rest Of Techy… And Will the Crypto Winter Thaw? 6/16/26
SpaceX continues to make history, shooting up 55% since its debut and overtaking Microsoft as the 4th largest U.S. company by market cap… but at what cost? The traders break down how the overwhelming ...
16 Kesä 43min
