Showdown At The Fed… And Another Hit For UnitedHealth As The DoJ Investigates 7/24/25
All eyes on the Fed as President Trump embarks on a rare presidential visit to the central bank amid its contested renovations. And, UnitedHealth drops after it confirms it’s responding to government ...
24 Jul 202543min
Alphabet And Tesla Report… And Tariff News Causing Global Market Moves 7/23/25
Alphabet and Tesla kick off earnings season for the Mag-7, and Deepwater’s Gene Munster is weighing in on the tech results. Plus, Stocks jumping on the latest tariff news, including Trump’s trade deal...
23 Jul 202543min
Changes In The Housing Market… And Fears After Netflix Earnings 7/22/25
President Trump weighing a plan to remove cap gains tax on housing sales. Why one chief economist thinks the move could send home prices spiking. Plus, a Netflix bull worries about the streaming giant...
22 Jul 202543min
Google’s Pre-Earnings Win Streak… And Sarepta’s Dismal Outlook 7/21/25
Google riding high ahead of earnings, with potential for its longest win streak in years. Japan’s election results have the Yen strengthening against the dollar. And Sarepta’s slide continues as the d...
21 Jul 202543min
Big Tech Earnings On Deck… And President Trump Signs GENIUS Act 7/18/25
Gearing up for Big Tech’s second-quarter results, ahead of Alphabet and Tesla earnings next week. And Why Wall Street isn’t buying Netflix’s AI bet just yet. Plus the next move for crypto as President...
18 Jul 202543min
Netflix Reports Earnings… And Crypto’s Next Move As Bills Pass Through Congress 7/17/25
Netflix on the move as the streaming giant reports results. The headlines from its second-quarter conference call, and what a top media analyst sees in store for the stock. Plus GE pops after reportin...
17 Jul 202543min
The Feud For The Fed… And How It’s Hitting The Bond Market 7/16/25
Rumors about Trump’s firing Fed Chair Powell heating up – then cooling back down. How the bond market is responding to Trump’s back and forth on Powell. Plus United’s second-quarter earnings results a...
16 Jul 202543min
Nvidia’s Record Setting Run… And Trump’s Powell Pressure Ramps Up 7/15/25
Nvidia gunning for a license to sell its H20 chips in China, and one asset manager’s thoughts on what it means for the future of AI investments. Plus A hefty week of earnings, starting with big banks....
15 Jul 202542min
