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Insurance M&A Defies Market Volatility as Valuations Hold Firm
Steven Nigro explains why insurance M&A activity remains resilient even as broader financial stocks struggle. He breaks down steady valuations driven…
2 weeks, 2 days ago
GasBuddy Talks Strait of Hormuz Current & Future Gasoline Disruptions
Americans have spent more than $15 billion more at gas pumps than they did prior to the U.S.-Iran War, says GasBuddy's Patrick DeHaan. That said, som…
2 weeks, 2 days ago
NVDA "First $10T Company?" AI's Industrial Growth Offers Long-Term Bull Case
"AI is no longer experimental, it's industrial," says Stephanie Walter when looking at the latest chipmaker earnings. She turns to AI infrastructure …
2 weeks, 2 days ago
Bob Doll on Market Resilience, Tech Rotation, and Valuation Risk
Bob Doll explains why U.S. equities continue to hit record highs despite elevated oil prices and geopolitical risks. He discusses shifting leadership…
2 weeks, 2 days ago
LYV Found Liable in Illegal Monopoly: What Happens Next for Music Industry?
A jury found that Live Nation (LYV) operated an illegal monopoly through its ticket selling business. David Schulhof talks about the tentative fallou…
2 weeks, 2 days ago
Andy Baehr on Bitcoin's Growing "Safety Asset" Role & Tokenization Trends
Andy Baehr returns to the Watch List to talk about Bitcoin's resiliency in the face of geopolitical volatility. As the digital asset trades around $7…
2 weeks, 2 days ago
Fred Voccola on AI’s Role in Revitalizing the Skilled Trades
Fred Voccola, CEO of Simpro Group, explains how artificial intelligence is transforming the U.S. trades by boosting productivity and profitability ra…
2 weeks, 2 days ago
Ca$htag$: Is Netflix’s Stock Running Ahead of Its Consumers?
LikeFolio's Landon Swan highlights a growing disconnect between Netflix’s (NFLX) surging stock price and weakening consumer engagement data. While ad…
2 weeks, 2 days ago
PepsiCo Earnings Spotlight the Shift From Pricing to Volume Growth
Phil Kafarakis, President & CEO of IFMA The Food Away from Home Association, and CFRA's Garrett Nelson break down PepsiCo’s (PEP) earnings beat as th…
2 weeks, 2 days ago
BIRD Dives After 600% AI Pivot Rally: David Trainer Calls Decision "Wild Hail Mary"
Allbirds (BIRD) soared 600% on Wednesday's trading session after making a heel turn from sneakers and into AI infrastructure. David Trainer of New Co…
2 weeks, 2 days ago