A Sign Of Market Euphoria?... And Opportunity In Metals 6/3/26
All things AI continuing to climb, as investors await a blockbuster SpaceX IPO, and semi and chip stocks cruise to fresh records. But is all the exuberance a sign of too much euphoria in the market? C...
3 Jun 46min
Berkshire’s Signals A Housing Market Bottom… And A Market Rally Expiration 6/1/26
Berkshire Hathaway giving investors optimism about a potential bottom in the housing market, as the company announces a deal in the homebuilding space. What it could mean for the sector as it struggle...
1 Jun 43min
Dell’s Massive Month, and Countdown to ASCO 5/29/26
Dell surged after earnings last night, bringing its gains for the month to more than 100% and leading the S&P and Nasdaq to records. But can the gains last? Plus the world’s biggest oncology conferenc...
29 Mai 43min
Software Stocks Surge and a Controversial Call From a Former Trump Advisor 5/28/26
A post-earnings pop in Snowflake sends the software ETF to its highest level since late January, but can the rally keep its momentum? Plus Joe Lavorgna, a one-time advisor to the Trump administration ...
28 Mai 44min
Meta’s Social Subscriptions… And Building A Cash Buffer Amid Market Irony 5/27/26
Shares of Meta moving higher as the social giant rolls out a new subscription plan for its platforms. What the changes will look like to Facebook, Instagram, and WhatApp… and if the new offerings can ...
27 Mai 43min
Micron’s Massive Move To New Heights… And Opportunity Despite Record Highs 5/26/26
AI demand fueling Micron’s big jump today, powering the tech giant to fresh record highs. The major market cap milestone it just hit, and what one memory sector analyst sees in store for the chip gian...
26 Mai 43min
What’s in Store for Warsh, and Countdown to OpenAI IPO 5/22/26
Markets higher today, and the Dow setting a fresh record, as Kevin Warsh is sworn in as the next Fed Chair. We dig into the moves, and how the central bank is positioning its policy under the new head...
22 Mai 43min
