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Building the Best LLM: Noah Kann on Data Center Race Amid Energy Bottlenecks
When it comes to the AI infrastructure buildout, Noah Kann believes the winner will have the most effective LLM. It's an expensive race, with hundred…
1 month ago
Ca$htag$: Expedia (EXPE) Insulated from AI Disruption?
LikeFolio’s Landon Swan shares consumer sentiment data on Expedia (EXPE) and reviews their latest earnings report. He thinks investors “may be a litt…
1 month ago
Crude Oil Volatility in Travel: Soaring Jet Fuel Prices Test Record Demand
Morningstar's Nicolas Owens sees travel only seeing significant pullbacks if jet fuel prices stay high for a long period of time. However, Nicolas se…
1 month ago
Retail Trends Around Easter Holiday: Brighter Than Expected?
Vivek Pandya spotlights Easter shopping trends as consumers hunt for deals and time purchases more carefully. He sees an uptick in spending around th…
1 month ago
The Big 3: RTX, BP, TSM
"It's amazing what's happening right now" as markets see bright spots despite facing "lots of near-term resistance," says Aquiles Larrea, Jr. He turn…
1 month ago
Sorting Through Bullish & Bearish Market Sectors
“We don’t want to be headline driven, we want to be process-driven,” emphasizes Jay Mehta, and this is particularly important during times of high vo…
1 month ago
Why China is Shielded from Energy Crisis, Shows Market Opportunities
Henry Greene goes inside out on China stocks, discussing its economic shield against the Iran conflict and energy crisis. He also discusses the diffe…
1 month ago
CrowdStrike (CRWD) ‘Sell the Rip’ Strategy on Upgrade, Rally
Marley Kayden covers the latest analyst upgrade for CrowdStrike (CRWD), with Wolfe Research seeing 20% upside. However, the move is predicated on the…
1 month ago
Markets & FOMC Focusing on "Negative Consequences" in Oil's Inflation Shock
Charles Schwab's Collin Martin talks about the "negative consequences" from the U.S.-Iran War taking up the oxygen of market discussions. He believes…
1 month ago
Explaining the Four Growth Shocks Since 2025 & What They Mean
Barry Knapp compares the current yield curve to last year’s and what they are saying about economic conditions. He argues that bonds and equities sho…
1 month ago