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Nasdaq 100: Looking Past Volatility to Fundamental Strength
Mark Marex expects Nasdaq 100 4Q earnings growth to be higher than forecast, despite a “not surprising” drawdown. He compares recent market moves to …
1 month ago
Retail Data Report Shows the U.S. Consumer is Back – For Now
Owen Carr and Thomas Ryan talk through the February retail shopping data ahead of the Easter holiday. Thomas notes that strength was “broad-based” in…
1 month ago
Graham: Brace for "V-Shape" Market Bottom, Likes COHR, LITE & ANET in AI Recovery
Andrew Graham believes markets will see another "V-shaped bottom" similar to 2025's Liberation Day plunge. However, he tells investors to keep an eye…
1 month ago
Manufacturing Reports: Expansion Despite Tariffs, War, Labor Pressures
Susan Spence walks through the latest ISM manufacturing report, which came in above Street expectations. This marks the third month of expansion, and…
1 month ago
Options Trends to Watch: Put Interest Grows as S&P 500 Posts Downbeat 1Q
Henry Schwartz from CBOE Global Markets covers trader volume and flows to get a sense of overall market sentiment. Options continue to remain popular…
1 month ago
Spotlighting the Tech Labor Market: How are AI & Quantum Changing Work?
Shashi Tripathi focuses on the tech labor market, arguing the AI revolution will be a net job creator. Data science, prompting, and other AI-centric …
1 month ago
Nike Craters on Weak Outlook Despite Earnings Beat
Nike (NKE) plunges after earnings as weak forward guidance overshadows a headline beat. Amanda Lai and Nick Raich break down slowing momentum—especia…
1 month ago
Arm Holdings (ARM) CFO on CPU Pivot, Supply Constraints & Agentic AI Demand
As Arm Holdings (ARM) maneuvers into silicon production and CPU development, EVP and CFO Jason Child explains why agentic AI offers enough demand for…
1 month ago
The Big 3: SBUX, XLE, AAPL
A "rip your face off" rally is likely to reverse, says TheoTrade's Don Kaufman, who urges caution for investors in regards to Wednesday's trading act…
1 month ago
Brad Long: Oil Shock Likely Temporary
Brad Long says the latest oil spike tied to Iran is likely a temporary shock, not a lasting crisis, as infrastructure remains intact and futures poin…
1 month ago