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Ca$htag$: Wall Street Missing CVNA Bullish Consumer Momentum
LikeFolio's Landon Swan says Carvana (CVNA) is flashing a bullish disconnect as consumer demand trends higher despite Wall Street skepticism. He expl…
4 weeks ago
"More Bullish Than Ever on Gold:" Getting "Ahead" of Next Metal Rally
Max Baecker is "more bullish than ever" on gold as the yellow metal retreats to what he sees as a strong support level. If crude oil's price action c…
4 weeks ago
Osborne: Value, Small Caps, and Private Credit Gain as Fed Waits
Kieran Osborne says geopolitical noise is pressuring markets, but underlying U.S. fundamentals remain solid. He discusses the rotation into value and…
4 weeks ago
The Big 3: LNG, TSLA, UBER
Energy, EVs, and rideshare companies take Scott Bauer's attention for Monday's Big 3. He sees opportunity in the volatile energy trade with Cheniere …
4 weeks ago
MSFT & META Bull Case in Market Priced for Fear
Ted Thatcher warns that rising energy costs and cracks in the labor market raise stagflation risks, leaving the Fed in a tough bind. He discusses why…
4 weeks ago
Google's AI Push Shows Positives in Ads & Gemini, GOOGL Options Trade
Alphabet (GOOGL) is leading the way when it comes to AI monetization, says Ali Mogharabi. He points to optimization in search and advertising as key …
4 weeks ago
Iran Conflict & Energy Volatility's Impact on FOMC, Bond Market
Charles Schwab's Collin Martin runs through the latest ISM manufacturing data and ways it affects the Fed's dual mandate. It plays into Collin's Big …
4 weeks ago
Pelosky: Emerging Markets Gain on U.S. Weakness, Opportunities in NVDA & ETFs
Jay Pelosky says geopolitical tensions are accelerating a rotation out of U.S. equities and into international markets. He discusses new leadership i…
4 weeks ago
Ted Weisberg on Doing "Nothing" Amid Volatility & "Short Oil" Airline Trade
Sometimes, "the best thing you can do is do nothing," says Ted Weisberg. He sees continuing volatility from the U.S.-Iran War creating an uncertain t…
4 weeks ago
Bullish Infrastructure Bets: NVDA, DELL, HPE, HUT Lead the Charge
Steven Orr, CEO of Quasar Markets, sees a bullish market ahead by emphasizing infrastructure investments over speculation. He expects oil prices to f…
4 weeks ago