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The Big 3: TMUS, CRDO, MRVL
Jessica Inskip takes us through today's Big 3 trades tied to the AI trade. She points to T-Mobile (TMUS) having strong cash generation and a 2.3% div…
2 days, 15 hours ago
UPS Shares Tumble Despite Beating Earnings & Offering Options Trade
Marley Kayden and Tim Biggam talk about the high and lows of UPS Inc. (UPS). Marley says the company is up 4% this month and beat on revenue, but mov…
2 days, 15 hours ago
OpenAI Sales Slump Hits Chip Surge: AI Forming "Island Top?"
"The hottest trade on Wall Street" faces new pressure from OpenAI, says Charles Schwab's Nate Peterson, noting the possibility that semiconductors as…
2 days, 15 hours ago
Stephen Biggar: Visa’s Margins and Spending Strength in Focus Ahead of Earnings
Stephen Biggar breaks down Visa’s (V) earnings setup as shifting consumer behavior and a K‑shaped recovery shape spending trends. He highlights Visa’…
2 days, 15 hours ago
Indrani De: A New Defensive Era Emerges From Oil, AI and Global Risk
Indrani De explains how Middle East tensions are reshaping markets, embedding a permanent risk premium in oil while pushing investors toward new defe…
2 days, 16 hours ago
Markets Under Pressure: Oil Surges on Iran Volatility, Big Tech Earnings Anticipation
Kevin Green helps investors break down the tough market environment as tensions in Iran and Lebanon escalate, sending crude oil back above $100 level…
2 days, 16 hours ago
Tengler: "Need to Stay Long" in Big Tech & Highlighting Earnings Expectations
Nancy Tengler talks all about tech as five Mag 7 companies ready to report earnings. She believes Big Tech remains a key long-term trade due to their…
2 days, 16 hours ago
Tuesday's Morning Movers: GLW & UPS Lower, KO Higher After Earnings
There's a slew of earnings that Diane King Hall talks investors through at the start of Tuesday's trading session. She notes weaknesses in Corning's …
2 days, 17 hours ago
Chris Zaccarelli on Why Earnings Matter More Than Oil and Geopolitics
Chris Zaccarelli says strong earnings growth continues to support the market even as geopolitical risks and elevated oil prices fuel caution. He look…
2 days, 17 hours ago
OpenAI Sales Miss Raises Bar for Mag 7 Earnings & Looking Down Fed's Path Ahead
Kevin Hincks talks about the Wall Street Journal article that says OpenAI failed to meet key sales metrics. He believes markets are worried it will c…
2 days, 17 hours ago