Podcast Episodes
Back to Search
Andrew Chanin on UFO ETF Rebound & Evolving Space Opportunities
Andrew Chanin talks about the Procure Space ETF (UFO) from his firm after as space-centric stocks like SpaceX (SPCX) and Rocket Lab (RKLB) experience…
12 hours ago
Why Stocks Keep Climbing Despite Inflation and Global Uncertainty
Jeff Mortimer and Pat Nerney explain why stocks continue to climb despite geopolitical tensions and inflation concerns. They point to strong earnings…
12 hours ago
Can AMAT Keep Riding the Semiconductor Boom?
Matt Dmytryszyn of Composition Wealth examines Applied Materials (AMAT) and the powerful semiconductor trends driving the company. He discusses stron…
12 hours ago
COHR Sells on Strong Earnings: Andrew Graham Sees Buy Opportunity
Andrew Graham believes Coherent (COHR) remains a buy after earnings despite what the selling action indicates. He says the company will deliver on su…
12 hours ago
NVDA Growing "Kingmaker" Role in AI Buildout as GOOGL Races for "True" AI
"We've seen a strong shift in company selling compute versus buying compute," says Noah Kann. He points out Alphabet (GOOGL) signaling negative free …
12 hours ago
Ca$htag$: APP Faces Trust Test After Earnings Report
LikeFolio's Andy Swan analyzes AppLovin (APP) after earnings, highlighting a shift in advertiser spending toward closed platforms like Meta Platforms…
14 hours ago
CSCO Slides Despite Strong Quarter, Margins Face Scrutiny
Despite beating earnings and revenue estimates and raising guidance, Cisco (CSCO) traded lower as investors focused on gross margin pressure. Melissa…
14 hours ago
CoreWeave (CRWV) Co-Founder & CDO on Earnings, AI Contracts & Power Needs
Brannin McBee, co-founder and CDO of CoreWeave (CRWV), talks about the company is "second to none" in the AI space after the stock rallied strong on …
14 hours ago
The Big 3: SE, Z, VRT
Stocks that saw recent pressure across several industries is the theme Mike Shorr focuses on in today's Big 3. He explains why he sees opportunity in…
14 hours ago
Zhang: ORCL Options Opportunity After CRWV & NBIS Earnings, XOM Key in Energy
Options Play's Tony Zhang believes the current market environment is very favorable for forward momentum. In the energy sector, he argues you can "th…
14 hours ago