Tech, Software Sell Off… And The Impact On Private Credit 2/3/26
Tech leading today’s sell-off, with investors dumping software stocks as the AI revolution threatens the sectors growth model. The names getting hit, and the latest comments from Nvidia CEO Jensen Hua...
3 Helmi 43min
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,...
2 Helmi 43min
Trump Picks Kevin Warsh For Fed Chair… And Big Tech’s AI Spending 1/30/26
President Trump selecting former Fed Governor Kevin Warsh to succeed Jerome Powell as Fed Chair. The market, treasury, and dollar reaction, and what to expect from Warsh as Trump continues to push for...
30 Tammi 44min
Apple Reports Results… And Crude Climbs Amid Middle East Tensions 1/29/26
Big tech earnings roll on with Apple reporting results. The numbers from their latest quarter, and what Fast Money friend Gene Munster thinks of the recent rout in the software space. Plus Crude price...
29 Tammi 43min
Mag 7 Reports Results… And The Latest Fed Rate Decision 1/28/26
Meta, Microsoft, and Tesla on the move as the tech giants kick off Mag 7 earnings. The numbers out of their quarters, and what Fast Money friend Gene Munster sees in store for the group. Plus, Powell’...
29 Tammi 44min
GM Drives Higher… And Opportunities Overseas As The Dollar Falls 1/27/26
GM surging to a fresh record high as the automaker tops earnings expectations. The dividend and buyback announcements they’re making, and what CEO Mary Barra had to say about the company’s next move. ...
27 Tammi 43min
Monster Move In Metals… and Big Tech’s AI Trade gets tested 1/26/26
Gold and silver hit fresh records as the dollar slides, and investor Peter Boockvar sizes up the Fed meeting with a massive earnings week on deck — including whether Big Tech’s AI spending holds up. P...
27 Tammi 43min
Mag7 Results On Deck… And The Non-U.S. Equity Trade 1/23/26
Big tech earnings on deck, with Meta, Microsoft, Tesla, and Apple headlining the Mag7 action next week. If the group can bounce back after a tepid start to the year, and the names that saw the most ac...
23 Tammi 43min
