The Latest AI Investments From Tech Giants… And A Bull Case Still In Place

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, and how the AI financing headlines will impact the artificial intelligence race. Plus Gold, Silver, and Bitcoin volatility rattling Wall Street, but Evercore’s Julian Emanuel isn’t letting the swings sour his bull case. Why he still sees the S&P climbing despite the commodity and crypto crunch.

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Episoder(2135)

Proposed Iran Peace Deal Sparks Market Rally… And the Future of Perpetual Futures 6/15/26

Proposed Iran Peace Deal Sparks Market Rally… And the Future of Perpetual Futures 6/15/26

A pending peace deal with Iran sparks optimism as oil prices fall and the Dow hits an all-time high. The traders discuss what investors can expect from a potential end to the war and how that impacts ...

15 Jun 43min

SpaceX IPO Soars in Trading Debut… And Looking Ahead to Warsh’s First Fed Meeting 6/12/26

SpaceX IPO Soars in Trading Debut… And Looking Ahead to Warsh’s First Fed Meeting 6/12/26

SpaceX’s public debut on the Nasdaq makes history, reaching over $2 trillion in market cap and minting Elon Musk as the world’s first trillionaire. Wedbush Securities Global head of tech research Dan ...

12 Jun 43min

Stocks Surge On Potential End Of War… And Countdown to SpaceX Public Debut 6/11/26

Stocks Surge On Potential End Of War… And Countdown to SpaceX Public Debut 6/11/26

Markets rally after Trump decides to cancel strikes against Iran, and says a peace deal is near. The latest out of the Middle East, and how the traders are positioning into the end of the week. And al...

11 Jun 43min

Markets Drop As Uncertainty Rises… And Oracle Reports Results 6/10/26

Markets Drop As Uncertainty Rises… And Oracle Reports Results 6/10/26

Stocks selling off as investors digest the latest developments out of the Middle East, and the highest inflation read in over three years. SMBC Americas’ Chief Economist Joe Lavorgna lays out his take...

10 Jun 43min

A Decline in Chip Stocks Becomes Market Sell-off… Where Tech Sector is Heading 6/9/26

A Decline in Chip Stocks Becomes Market Sell-off… Where Tech Sector is Heading 6/9/26

A strong start for chip companies suddenly took a turn for the worse in a market sell-off. The traders break down what the reversal means for chip price levels and the broader tech market going forwar...

9 Jun 44min

Headlines From Apple’s WWDC… And Will Markets Recover from Recent Pullback? 6/8/26

Headlines From Apple’s WWDC… And Will Markets Recover from Recent Pullback? 6/8/26

Apple ramps up its AI strategy at its Worldwide Developers Conference as the traders break down the tech company’s position in the AI race and where Apple is heading next. Then, why energy stocks are ...

8 Jun 43min

Stocks Tumble To Wrap Up Week… And Tim Cook’s Last Developer’s Conference 6/5/26

Stocks Tumble To Wrap Up Week… And Tim Cook’s Last Developer’s Conference 6/5/26

A bleak day for markets as the Dow, S&P 500 and NASDAQ all tumble to wrap up the week. The semi stocks leading the sell-off, and if this is the start of a broader pullback. Head of Macro Strategy at W...

5 Jun 43min

A Market Rotation Underway… And Reaction to LuluLemon’s Latest Results 6/4/26

A Market Rotation Underway… And Reaction to LuluLemon’s Latest Results 6/4/26

A mixed day for markets, as investors seemingly rotate out of tech and into financials. How the recent drops in semi stocks could be fueling the record runs in money centers and investment firms, and ...

4 Jun 44min

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