Market Rotation Amidst Weak Jobs Report… And Exclusive Interview with President Trump 7/2/26
The June jobs report cutting analyst expectations in half fueling a market rotation out of large-caps and into smaller companies and industrials. FarrCrest Capital chairman Michael Farr gives his take...
2 Jul 1h
Dow Touches Fresh Record To Start 2nd Half… And A Big Bull Case On Strategy 7/1/26
Stocks kicking off the second half in the red after the Dow touched a fresh record high in the session. Why tomorrow’s June jobs report could mean good news for the economy, but bad news for markets a...
1 Jul 43min
The Best First Half Ever for Semis… And Nike Report Results 6/30/26
The first half of the year ends with chips and semiconductors soaring and software sinking. How the Magnificent 7 can stay afloat after the major software losses, and if gains in the chip and semi spa...
30 Jun 44min
Apple Potential Blacklisted China Chipmaker Deal …And Optimism In The Second Half 6/29/26
Tech recovering to kick off the week, but all eyes are on Apple, as the company seeks approval to buy chips from blacklisted Chinese company CXMT. How the Trump admin will respond, and what it could m...
29 Jun 43min
Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26
A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech s...
26 Jun 50min
Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26
Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the r...
25 Jun 43min
Micron Earnings Results… And Are Fed Rate-Hikes on the Horizon? 6/24/26
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24 Jun 43min
Memory Losses Hit Tech… And Will Oil Prices Drop Even Further? 6/23/26
Tech stocks plummeting even further today as investors seemingly dip out of the AI trade. RBC’s Lori Calvasina breaks down what the losses mean for the future of tech and why she remains optimistic de...
23 Jun 43min
