Stocks Jump After CPI… And A Potential Media Deal 9/11/25
Stocks ripping to fresh records as investors digest an August inflation increase. What it means for next week’s Fed rate decision, and how the treasury markets are responding. Plus more media M&A on t...
11 Sep 202542min
Oracle’s Halo Effect… And CME Group CEO On Retail Trading 9/10/25
Shares of Oracle soaring after reporting results, and the meteoric move is bringing other data center stocks along for the ride. The names feeling the halo effect, and what the jump means for Oracle f...
10 Sep 202543min
Apple’s Latest Hardware Updates… And A Buyback Bump 9/9/25
Apple unveiling new iPhones, watches, and AirPods at its product event. How the tech giant is raising prices, and why one top analyst isn’t loving the latest updates. Plus the under-the-radar group of...
9 Sep 202546min
AI’s Next Big Test.. And China Tech Climbs 9/8/25
The AI trade gets a boost, even as data suggests companies are slowing down adoption. What the pullback could mean for semi stocks, and the broader tech space. Plus China stocks jumping to start the w...
8 Sep 202544min
Semi Stocks Diverge… And Jobs Report Impact On The Fed 9/5/25
Nvidia and Broadcom heading in opposite directions, as stocks wrap up the first week of September trading. What the chip stock divergence means for the broader tech trade, and if the jumps and drops w...
5 Sep 202544min
Fed, Jobs, Markets… And A Beaten Down Lululemon Reports Results 9/4/25
The Federal Reserve’s independence in focus as the Justice Department opens a probe into Lisa Cook, and President Trump’s Fed board nominee Stephen Miran faces questions on the Hill. Plus The next str...
4 Sep 202543min
Big Drop In Energy Stocks And Holiday Spending 9/3/25
Energy stocks heading lower as oil prices get hit. The latest OPEC headlines fueling that drop, and what one energy expert sees in store for the space heading into the Fall. Plus the shopping data tha...
3 Sep 202543min
Google On The Move After Antitrust Ruling… And A Major Market Forecast 9/2/25
Alphabet on the move as a judge rules on its antitrust case. The fate of Chrome, and the tech giants search data. Plus A major market prediction. Why Evercore ISI’s Julian Emanuel is feeling so bullis...
2 Sep 202543min
