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Bruce: History Warns Against Chasing the Bounce
Steven Bruce, CIO of Bruce Wood Capital, says history suggests caution after the S&P 500 snaps a multi‑week losing streak. He explains why forward re…
1 month ago
Braiin (BRAI) CEO on Bringing AI to Analog Industries
Natraj Balasubramanian, CEO of Braiin (BRAI), joins to discuss the company ahead of ringing the Nasdaq closing bell. The company runs an AI platform …
1 month ago
"30,000 is the New Zero:" Critical Metrics in March Jobs Report
Markets are closed Friday but we'll still get the March jobs report in the morning. Nicole Bachaud and John Blank both agree that "30,000 is the new …
1 month ago
How Energy Shortages Around the World Impact U.S. & Stagflation Threat
Sweta Singh explains how the market perceived Trump’s speech on Iran last night. She doesn’t think it believes the Strait of Hormuz is going to reope…
1 month ago
MSFT, AVGO, LLY & Other Stock Market Opportunities Amid U.S.-Iran War
There's always opportunity in markets if you know where to look, says Tiffany McGhee. She offers insight into how her firm positions portfolios in ti…
1 month ago
Dickens: ORCL Next "Hyperscaler," NVDA Moat Unstoppable, CRWV "Fantastic" Model
Steven Dickens offers a wide perspective on the AI trade and makes the case why it's still the market's "theme" moving forward. For Oracle (ORCL), he…
1 month ago
Ca$htag$: AAPL Interest Grows Despite "Sitting Back" in AI Race
Some investors questioned Apple's (AAPL) decision to stay on the sidelines of the AI trade, though 14% year-over-year web visit growth shows a lastin…
1 month ago
Vigilant CEO on AI Supply‑Chain Attacks Exposing Substantial Cybersecurity Risks
Chris Nyhuis, CEO of private cybersecurity firm Vigilant, breaks down how a recent AI supply‑chain attack exposed vulnerabilities in open‑source soft…
1 month ago
Eric Diton on Small Caps, International Stocks, NVDA & Opportunity Beyond Big Tech
Eric Diton warns that geopolitical risk and heavy S&P 500 (SPX) concentration leave markets vulnerable, even if oil shocks prove temporary. He discus…
1 month ago
WTI Crude Prices Overcome Brent, Implications for Inventories & FOMC
Ben Cook adds clarity to what he considers a headline-driven market. He notes that investors pricing in a conflict cooldown, offering levity ahead fo…
1 month ago