Jensen Joins The Party… And Next Move In Rates As Warsh Gets Confirmed 5/13/26
Nvidia CEO Jensen Huang adds to a stacked invite list of company chiefs joining President Trump on his trip to China. What to expect out of his discussions with Xi Jinping, and how the meeting could ...
13 Touko 43min
Rates Spike, Stocks Pull Back On Rising Inflation… And CEOs Joining Trump’s China Trip 5/12/26
Yields rising, with stocks pulling back from records, as investors digest this morning’s hotter-than-expected inflation data. How the Iran War and surging energy prices are impacting the U.S. economy,...
12 Touko 43min
Consumer Crunch Intensifies… And International Opportunity 5/11/26
Cracks in the consumer seem to be widening, as retail takes a leg lower ahead of the group's earnings reports. The names pulling the XRT retail ETF lower on the back of its 3-week losing streak, and h...
11 Touko 43min
Mag7 Hiding Potential Market Trouble… And Expectations Ahead Of Trump-Xi Meeting 5/8/26
Stocks hitting fresh record highs, and notching a sixth straight week of gains, but could there be some trouble brewing under the surface? How stocks are holding up this earnings season when the Mag7 ...
8 Touko 46min
The Health Of The Consumer… And An Old School Options Action On Apple 5/7/26
Consumer health in focus, as companies sound the alarm on spending. What we’re hearing out of fast food chains like McDonald’s and Shake Shack, and how even gyms, pet companies, and consumer staples a...
7 Touko 40min
Chip Trade Rips… And Global Stocks Rally On Mideast Developments 5/6/25
Semi stocks on a tear, as AMD surges after earnings, and Nvidia powers the market higher after a partnership with fiber optics maker Corning. The latest chip trends leading the trade, and how much mor...
6 Touko 43min
Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26
Semi stocks soaring, as Intel and memory names jump double digits. How much more this trade can climb, and how our traders are positioning in the chip rip. Plus, Meta’s copyright complications, Coinba...
5 Touko 43min
Oil Spikes On Latest Mideast Developments… And Opportunity In The Volatility 5/4/26
Oil prices jumping on the latest developments out of the Middle East. How the energy spikes are impacting already high gas prices, and the impact it’s having on equities as stocks pull back from recor...
4 Touko 47min
