AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves
The AI trade has dramatically outpaced the hyperscalers who are supposedly its biggest beneficiaries, even as Big Tech's stock buybacks disappear under the weight of massive AI capital expenditures. I...
24 Kesä 44min
Is This 2022 All Over Again? The Market Risk Checklist for 2026
This market looks like 2022 in three uncomfortable ways: investors are nervous about inflation, interest rates are still driving market behavior, and expensive growth stocks are vulnerable to sharp re...
23 Kesä 44min
Best of Caller Questions - Friday Juneteenth
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Trea...
19 Kesä 46min
The Fox-Roku Deal: What Big Media M&A Tells Us About the Streaming Economy
Fox announced a $22 billion deal to acquire streaming device maker Roku this week, a blockbuster move that signals how traditional media companies are racing to control the living room hardware layer....
19 Kesä 42min
Bitcoin's Identity Crisis: Is It a Store of Value or a Speculative Toy?
Bitcoin's latest price plunge is forcing investors to revisit a fundamental question: why do they actually own it? As the debate over crypto's role in a diversified portfolio heats up again, we break ...
18 Kesä 40min
Silver Is Now a Monetary Metal
Silver didn’t hit $121 because people suddenly wanted more silverware. It exploded because the market is starting to recognize silver for what it really isToday's Stocks & Topics: First Majestic Silve...
17 Kesä 42min
AI Automation Stocks to Watch: Are Workers and Investors Ready for What's Coming?
From Honeywell's CEO declaring AI will 'redefine automation' amid mounting labor shortages, to global capitalism doubling down on an AI future that alarms voters, the artificial intelligence investmen...
16 Kesä 40min
The Wealth Effect Paradox: Why Rich Consumers Are Spending Big While Markets Wobble
Even as geopolitical tensions roil financial markets, wealthy consumers are defying the gloom — private jet demand is surging at events like Monaco and Cannes, and Broadway just recorded a record 1.9 ...
13 Kesä 44min
