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U.S.-Iran War Energy Transition "Accelerant" to Nuclear & Other Renewables
The nuclear energy trade is back in focus with more traditional power sources like crude oil and natural gas experience supply shocks. Eli Horton cal…
1 month, 1 week ago
Reading Options Flow to Find Opportunities in AAOI, MRVL
Bob Lang explains what options flows are signaling in the market. He notes semiconductors are seeing strong inflows and bullish positioning, with mom…
1 month, 1 week ago
Stock Market "Kryptonite" in U.S.-Iran War & DELL's Unsung Bull Case
David Nelson believes the U.S.-Iran War "will pass," though "kryptonite" in higher rates will keep the stock market from moving much higher. He outli…
1 month, 1 week ago
Dietze: Market Can Bounce Back from Iran Conflict, Likes KKR, TAP, UNH
David Dietze is turning optimistic, saying “Iran is no match for the United States” with no friends, and the “TACO trade is starting to kick in.” Thi…
1 month, 1 week ago
Expecting ‘Unprecedented’ IPO Year, Smashing Valuation Records
Gené Teare reflects on the outlook for the IPO market, expecting an “unprecedented” year. AI has completely reshaped the venture markets, she notes, …
1 month, 1 week ago
Simon Lack on Portfolio Strength in Energy Volatility, Opportunities in LNG & VG
Risks in Qatar's energy infrastructure presents a "big opportunity" for U.S.-based providers, says Simon Lack. Some companies on his radar: Cheniere …
1 month, 1 week ago
How Gen Z Can Get Ahead in the Job Market
Christopher Clarke notes the job market has contracted since this time last year and discusses the multiple economic shocks pressuring hiring. “The t…
1 month, 1 week ago
Ca$htag$: META Embodies "AI Thesis Coming Together into One Company"
"It really just feels like Meta is cranking on all cylinders," says LikeFolio's Andy Swan when talking about the Mag 7 company's tech, advertising an…
1 month, 1 week ago
KB Home (KBH) Earnings Presage ‘Dud’ Spring Selling Season, Affordability Crunch
Alex Barron and Tsvetta Kaleynska break down KB Home (KBH) earnings and the real estate sector. Tsvetta, who focuses on social media sentiment, notes…
1 month, 1 week ago
Horizon Quantum (HQ) CEO on IPO, Commercial Adoption & RGTI Ties
Horizon Quantum Computing (HQ) CEO Dr. Joe Fitzsimons talks about how his company serves as the first quantum "pure play" in software. He outlines hi…
1 month, 1 week ago