The Best First Half Ever for Semis… And Nike Report Results 6/30/26
The first half of the year ends with chips and semiconductors soaring and software sinking. How the Magnificent 7 can stay afloat after the major software losses, and if gains in the chip and semi spa...
30 Kesä 44min
Apple Potential Blacklisted China Chipmaker Deal …And Optimism In The Second Half 6/29/26
Tech recovering to kick off the week, but all eyes are on Apple, as the company seeks approval to buy chips from blacklisted Chinese company CXMT. How the Trump admin will respond, and what it could m...
29 Kesä 43min
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 and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26
Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the r...
25 Kesä 43min
Micron Earnings Results… And Are Fed Rate-Hikes on the Horizon? 6/24/26
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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
