Record national debt as stocks keep climbing…and retail investor playbook 8/13/26
The national debt topping 40 trillion as stocks keep setting new records.The traders debate if the disconnect is too big to ignore. Then, MooMoo U.S. CEO Neil McDonald shares the latest read from the ...
13 Elo 43min
AI stocks back in the spotlight... And a bold call for three rate hikes this year 8/12/26
The traders debate what’s driving strength in the AI trade today, as stocks like CoreWeave, Nebius and Super Micro all surge double digits. We also get a fresh read on the AI buildout, with Cisco repo...
12 Elo 43min
“Big Short” investor’s AI warning... And a key inflation report on deck 8/11/26
Investor Steve Eisman of “Big Short” fame delivers an AI bubble warning, coming on the heels of Nvidia’s $500 billion financing deal with top firms on Wall Street. The traders make sense of the mega-d...
11 Elo 43min
A $500 billion AI mega-deal... and whether Wall Street is getting Kevin Warsh all wrong 8/10/26
The traders react to Nvidia's milestone AI partnership with top financial institutions totaling half a trillion dollars. What CEOs from all the companies involved had to say about the deal in a CNBC r...
10 Elo 43min
Markets React to Jobs Report… And The State of Emerging Markets 8/7/26
Stocks rising on an unexpected drop in July payrolls, with the Nasdaq pacing for its best week since late April and S&P 500 hitting a record high to close out the week. The traders break down the mark...
7 Elo 43min
U.S. Treasury's Surge… And Oil Prices Sink on Potential Iran Peace Deal 8/6/26
Rates on the rise as investors question Warsh’s interest rate strategy. The traders break down what to expect from the next Fed meeting and what rising rates means for the economy. Then, oil prices di...
6 Elo 40min
What’s Next for the Consumer… And Metals and Materials Surge 8/5/26
The traders break down the state of the consumer as the summer winds down. Tanger CEO Stephen Yalof gives his take on where the consumer is heading and the result of the world cup on consumer behavior...
5 Elo 43min
SpaceX Earnings Report… And What’s Next for the Pharma Trade 8/4/26
SpaceX on the move in after-hours trading on the back of its first earnings report since going public. Can investors expect SpaceX to blast off, or will the aerospace giant sink even further below its...
4 Elo 43min
