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Charts to Watch: SPX, XOM, NFLX
Bulls need to "hold a line in the sand" to ensure the S&P 500 (SPX) maintains its new record high, says Kevin Horner. He analyzes key levels in the i…
2 weeks, 4 days ago
Memory "True Bottleneck" of AI: Dave Mazza's Offers Bull Case & Roundhill DRAM ETF
Dave Mazza with Roundhill Investments calls memory the "true bottleneck" of AI. As demand outpaces supply, he explains how previous "boom and bust" c…
2 weeks, 4 days ago
AVGO, GOOGL, META, PANW & Other Stocks to Watch in SaaS-pocalypse Recovery
Lisa Schreiber talks about the risk-on attitude taking over markets and the "winners and losers" she sees ahead. She points to Big Tech firms like Br…
2 weeks, 4 days ago
Defense Stocks Surge as Opinions Split on What Comes Next
Scott Ladner and Tony Bancroft debate whether the defense rally has peaked after strong gains. Ladner favors rotating out as de‑escalation gets price…
2 weeks, 4 days ago
Ara Kharazian on the New Competitive Phase of Enterprise AI
Ara Kharazian explains why U.S. business adoption of AI crossing 50% marks a major inflection point for enterprise software. He discusses how AI‑nati…
2 weeks, 4 days ago
Ca$htag$: 'Sigh of Relief' in PEP Metrics Despite Declining Price Action
Landon Swan of LikeFolio talks about PepsiCo's (PEP) price action and why he believes shares fizzled out. While year-over-year web visits showed an u…
2 weeks, 4 days ago
The Big 3: TGT, VIX, HD
Target (TGT), the CBOE Volatility Index (VIX), and Home Depot (HD) take Don Kaufman's focus for today's Big 3. Don offers his insights on each name a…
2 weeks, 4 days ago
ASML Slips Despite Earnings Beat, Long-Term AI Thesis Stays Intact
Stephen Sopko and Brendan Burke break down ASML Holding’s (ASML) strong earnings beat and why the stock slipped as the company changed its reporting …
2 weeks, 4 days ago
Steve Hochman on Delayed Energy Shocks & Smarter Supply Chains
Steve Hochman explains how geopolitical friction in the Strait of Hormuz creates delayed but powerful supply‑chain shocks beyond oil prices. He highl…
2 weeks, 4 days ago
Iuorio: Plunging Crude Oil Prices Next Catalyst for Equities
Jim Iuorio explains why fears of stagflation are fading as labor data and falling oil prices reshape the market outlook. He discusses how crude slipp…
2 weeks, 4 days ago