Stocks Stage A Reversal.. And The Latest Health Care M&A 11/14/25
Stocks stage a comeback after waking up on the wrong side of the bed this morning. How the S&P 500, Nasdaq, crypto, and momentum stocks bounced off their bottoms of the day, and what it means for the ...
14 Nov 202543min
Stocks Drop On Rate Concerns… And Disney Gears Up For Battle 11/13/25
Markets selling off as concerns over the interest rate outlook take center stage. The missing data and housing market stats pushing stocks lower, and where the traders are finding safety in the storm....
13 Nov 202543min
Oracle Drops Back Down To Earth… And State Of the Consumer Ahead Of Holidays 11/12/25
Shares of Oracle lower again today, as the post-earnings pop continues to fade for the semi giant. The impact it’s having on the rest of the megacap tech names, and where our traders see the AI trade ...
12 Nov 202543min
Biotech Breaks Out… And AI Impact On The Real Estate Industry 11/11/25
Biotech sees a breakout, as the group keeps up with the Mag7 stocks this year. The names leading that charge, and the prognosis for the group heading into year end. Plus, An AI warning for the real es...
11 Nov 202543min
Coreweave Reports Results… And A Would Your Rather Retail Edition 11/10/25
Tech stocks seeing a rebound with an end to the government shutdown in sight. How Coreweave’s latest results are moving that name, and the action in Semis, software, and more. Plus A Retail Would You ...
10 Nov 202543min
Stocks Bounce On DC Movement On Shutdown… And Bargain Hunting In Weakness 11/7/25
Stocks bouncing off their lows of the session as Democrats offer to end the government shutdown in exchange for an extension of the health care tax credit. If a deal can get done, and how it’s impacti...
7 Nov 202543min
Stocks Drop As AI Trade Loses Steam… And A Cash Strapped Consumer 11/6/25
Stocks selling off as AI valuations spook investors, with Big tech leading the losses. Why one of our traders is flagging hyperscaler debt, and how it could impact the group’s next move. Plus Consumer...
6 Nov 202543min
Different Reads On The Consumer… And Pharma’s Obesity Drug Price Negotiations 11/5/25
Earnings are filtering in, and companies are seeing a tale of two very different consumers. The group raising concerns about their customer base, and the names not seeing any slowdown. Plus Novo and E...
5 Nov 202543min
