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META Falls Down as CapEx Spend Goes Up
Marley Kayden brings in Trading 360's panel of Keith Gangl and Ken Mahoney to discuss Meta Platforms (META) after earnings. Keith describes the curre…
8 hours ago
HIPO CEO on 1Q Results, Growth Outlook Ahead
Hippo Insurance (HIPO) CEO Rick McCathron joins Trading 360 to provide insights on his company's 1Q earnings figures and the overall profitability of…
8 hours ago
The Big 3: COST, CVS & MPC
Dan Deming takes us through today's big 3 trades. He points to Costco (COST) for "finding its footing" and challenging new highs, CVS Health (CVS) re…
8 hours ago
Markets Chop as Earnings Reset Momentum Ahead of NVDA
Christopher Vermeulen breaks down a volatile earnings-driven market marked by sharp divergences within the Magnificent Seven, as Meta Platforms (META…
8 hours ago
The Morning Trade: SNDK & WDC
Memory stocks like SanDisk (SNDK) and Western Digital (WDC) have been beneficiaries of increased AI spending with SNDK up 3000% over the past year. "…
8 hours ago
AI Patience Running Out Ahead of AAPL Earnings?
Paul Meeks says he has been "profoundly confused" about Apple's (AAPL) slower growth compared to the rest of the S&P 500 (SPX). He believes the compa…
8 hours ago
The Big Picture: Inflation vs AI Spend, Bitcoin Needs to Test $80K
From macro to crypto, Thursday's Big Picture panel from Charles Schwab features a broad swath of market takeaways. Joe Mazzola breaks down the latest…
8 hours ago
David Ballin: Earnings Strength and AI Profits Keep the Bull Case Alive
David Ballin says strong corporate earnings and early signs of AI profitability are helping push U.S. markets to record highs despite macro headwinds…
9 hours ago
META Pressure, GOOGL Gains and a "Mixed Picture" on Data
Markets are attempting to make sense of GDP, PCE and Jobless Claims data while also weighing the earnings reports from Alphabet (GOOGL), Meta Platfor…
9 hours ago
Structural Shift in AI Spending Race
On the heels of Meta Platforms' (META) post-earnings dip, David Trainer says the company could struggle to maintain its footing in the AI race. He ex…
9 hours ago