All Eyes on Netflix Results, and the Impact of Rising China/Taiwan Tensions on U.S. Policy 7/18/24
Shares of Netflix on the move after the company beat earnings and revenue expectations and added more subscribers than forecast. What’s next for the streamer and where are shares going from here? Plus...
18 Jul 202443min
Semi Stocks Get Smacked, and Roche Ups the Ante in the Weight Loss Drug Battle 7/17/24
Shares of ASML, Taiwan Semi and Nvidia sinking today as the SMH semiconductor ETF sees its worst day in over four years. Will rising geopolitical tensions mark the end of this recently red-hot trade? ...
17 Jul 202443min
The Dow Surges Nearly 750 points and the Small Caps Hit Best Level in Two-Plus Years 7/16/24
The industrial average posted its biggest point gain since November 2022 as investors rushed out of the red-hot tech trade and into the tried but true. Is this the sign that the Great Market Rotation ...
16 Jul 202443min
The Trump Trade Rally and a Fashion Faux Pas for Luxury Retail 7/15/24
Stocks and sectors that would be buoyed by a Trump victory in November soared today on expectations for a GOP win. How you should play the moves, and what a Trump presidency could mean for the markets...
15 Jul 202443min
Is The Market Rotating Or Broadening?... And Options Action Ahead Of Earnings 7/12/24
Is there a market rotation or broadening taking place? Areas of the market that have underperformed so far this year are on a tear, so is tech’s tear finally rippling across the market? Plus Earnings ...
12 Jul 202443min
The Greenlight To Exit Tech… And Pfizer’s Obesity Hopes 7/11/24
Yields dropping to their lowest level in months, as this morning’s inflation report boosted hopes of a rate cut. So is the rate retreat the greenlight for investors to rotate into the laggards? Plus P...
11 Jul 202440min
Apple’s Momentum Keeps Building… And AI In Focus In Sun Valley 7/10/24
Shares of Apple keep climbing, and analysts are giving the tech titan the thumbs up as shipment estimates reportedly grow. But can you count on the comeback, or should you stick with the big AI winner...
10 Jul 202443min
Big Banks Get A Bump… Plus Housing Sector Head Scratcher 7/9/24
Banks heading higher ahead of the group kicking off earnings season this Friday. The move in rates, and what Fed Chair Powell had to say on the hill. Plus No glut in the housing space. How inventory a...
9 Jul 202443min
