A Record High Two Years in the Making, and Can Semi Strength Continue to Rock the Market? 1/19/24
The S&P closing at an all-time high for the first time since January 2022, with tech, semis and communication services leading the way. What’s next for these groups, and can the leaders keep leading? ...
19 Jan 202444min
Did Apple Just Sound the All-Clear for the Mega-Cap Tech Trade? Plus the Wall of Worry Mounting for Commercial Real Estate 1/18/24
Apple shares seeing their best day since May after one top analyst said it’s time to buy the stock. We dig into the call and find out what the charts say is next for the iPhone maker. Plus commercial ...
18 Jan 202444min
Why Markets Should Be Paying More Attention to Jamie Dimon’s Warning, and Why One Top Investor Is Wary of Investing in China 1/17/24
Stocks closed well off their lows of the day, but a stark warning from JPMorgan CEO Jamie Dimon may be reason for investors to pause. We dive into what he said, and why markets might be missing his me...
17 Jan 202444min
Stocks Sink on a Warning From Waller, and the Next Big Deals in Biotech 1/16/24
The Dow dropped over 200 points and the Nasdaq snapped a 6-day win streak after Fed Governor Chris Waller suggested the central bank may be slower to cut rates than investors hoped. We dig into the wa...
16 Jan 202444min
What to watch in next week’s earnings, plus looking ahead to Taiwan’s elections 1/12/24
The money center banks have reported Q4 results, but we’ve only just begun to get numbers for this earnings season. The traders weigh in on what they’re watching in the week ahead. Plus Taiwan set to ...
12 Jan 202444min
Tesla Stoppage Raises Red Flag Over Potential Red Sea Impact, Plus Making Sense of the Bitcoin ETFs First Day 1/11/24
Tesla reportedly planning to stop down production in its Berlin factory as conflict in the Red Sea makes certain components unavailable. We get the latest on the impact and what it will mean for the g...
11 Jan 202445min
Countdown to Bank Earnings, and Is There More Downside for Boeing? Description 1/10/24
JPMorgan is trading near all-time highs ahead of its Q4 earnings report on Friday. But have the big banks run too far, too fast? The traders weigh in. Plus Boeing CEO saying “never again” about the la...
10 Jan 202445min
Is Eli Lilly Heading Back to New Highs? Plus Lionsgate Looks to Tap the SPAC Market 1/9/24
Shares of Eli Lilly closed just off record highs as CEO David Ricks is set to make comments at the JP Morgan Health Care conference. Could what he says send the stock rocketing again? And will an Alzh...
9 Jan 202444min
