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Balance Sheets, QE & Key Takeaways from Kevin Warsh's Senate Testimony
Charles Schwab's Collin Martin recaps Kevin Warsh's Senate testimony and the key takeaways from the meeting. Warsh's desire to shrink the Fed's balan…
1 week, 2 days ago
Downside Risks Fade as Tech Drives Gains, Software Value Emerges, and Gold Turns Pro‑Cyclical
Morningstar Wealth's Philip Straehl says U.S. equities are showing resilience as key downside risks fade, including easing rate‑hike fears and progre…
1 week, 2 days ago
Oil Higher, Stocks Higher: Investors Turn Away from Iran & Toward Earnings
Markets are transitioning from geopolitical risk and focusing more on earnings, says Kevin Green, pointing out the "oil higher, stocks higher" trend …
1 week, 2 days ago
From High Yield to Housing, Credit Opportunities Are Emerging
Clayton Triick says credit markets are showing resilience despite equity volatility, with value shifting toward mortgage‑backed securities. He highli…
1 week, 2 days ago
Time for Bull Run? Alec Young's Bullish Case in AI, Earnings & Fundamentals
Alec Young believes the stock market hit the bottom on March 30 when the S&P 500 (SPX) hovered around 6,300. He believes we're in a set-up where a sh…
1 week, 2 days ago
Suburban Propane (SPH) CEO on U.S. Energy Security and Renewable Growth
Michael Stivala, President and CEO of Suburban Propane Partners (SPH), discusses how the company is benefiting from abundant U.S. propane inventories…
1 week, 2 days ago
TSLA, IBM & NOW on Earnings Slate as Strait of Hormuz Disruption Lingers
President Trump's decision to extend the ceasefire in Iran indefinitely came from confusion on "who's in charge" of the company, says Kevin Hincks. H…
1 week, 2 days ago
Wednesday's Morning Movers: UAL & COF Earnings, STX Upgrade
United Airlines (UAL) is moving lower after earnings as the company signals headwinds amid energy disruptions surrounding the Strait of Hormuz. Diane…
1 week, 2 days ago
Options Corner: TSLA Accelerates into Earnings
Tesla (TSLA) reports earnings after the close on Wednesday. Investors hope the company can hit the gas on its AI and robotaxi story as shares experie…
1 week, 2 days ago
Erin Gibbs on Iran & Earnings 'Juxtaposition,' Stock Picks in CNX, FLX, GNRC
Erin Gibbs talks about the "juxtaposition" between the U.S.-Iran War and earnings season sending mixed signals to investors seeking direction. She ta…
1 week, 2 days ago