Making sense of this week’s volatility... And Nvidia earnings on the clock 8/21/26
The S&P 500 and Nasdaq both snapping three-week win streaks as yields continue their climb. The traders debate the next move for markets and what we could hear from Fed officials next week in Jackson ...
21 Aug 44min
Debt worries back in focus... And Walmart misses the mark with investors 8/20/26
Yields tick higher again, even after the U.S. Treasury’s historic bond market intervention. The traders make sense of the impact on stocks, and CSIS’ Phil Luck weighs in on whether another U.S. credit...
20 Aug 43min
Treasury intervention sparks rate relief... And Moderna’s cancer moonshot 8/19/26
Yields and the dollar moving sharply lower after the U.S. Treasury pledged to step up debt buybacks. The traders debate whether the move just gave stocks the all-clear. Then, Mizuho’s Jared Holz react...
19 Aug 43min
Memory makes a comeback... And can gold reclaim $5k an ounce? 8/17/26
Storage stocks lead the semi rally as Trump administration officials look to steer Apple away from Chinese chips. The traders debate the health of the AI trade amid new commentary from leaders of Open...
17 Aug 43min
Key week for retail on deck... And the next test for housing stocks 8/14/26
With the bulk of earnings season in the rearview, the attention shifts next week to reports from retail giants including Target, Walmart and Home Depot. The traders give their picks for the best-posit...
14 Aug 43min
Record national debt as stocks keep climbing…and retail investor playbook 8/13/26
The national debt topping 40 trillion as stocks keep setting new records.The traders debate if the disconnect is too big to ignore. Then, MooMoo U.S. CEO Neil McDonald shares the latest read from the ...
13 Aug 43min
AI stocks back in the spotlight... And a bold call for three rate hikes this year 8/12/26
The traders debate what’s driving strength in the AI trade today, as stocks like CoreWeave, Nebius and Super Micro all surge double digits. We also get a fresh read on the AI buildout, with Cisco repo...
12 Aug 43min
