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Lisa Martin Picks MSFT, ORCL & CRWV as AI Winners & NVDA Options Trade
"Demand is not theoretical anymore" in AI, says Lisa Martin, pointing to accelerating compute demand offering a lift for the tech sector. She believe…
1 month, 1 week ago
AVGO Signals Bottleneck in TSM Capacity: Weighing Bullish & Bearish Perspective
A speed bump in the AI boom may be forming after Broadcom (AVGO) warned that TSMC (TSM) capacity is maxed out. TSMC did not respond to comments on th…
1 month, 1 week ago
Global Energy Crisis & Private Credit Risks Add Uncertainty to S&P 500 Technicals
Nate Peterson and Michelle Gibley of Charles Schwab break down the big picture as U.S.-Iran headlines continue to drive market action. Nate looks at …
1 month, 1 week ago
Doyle: Consumers Can Manage Unless Gas Prices Hit $6-$7/Gallon
David Doyle sees potential signs of stagflation in the PMI report this morning and thinks Powell is keeping his options open on Fed moves. He explain…
1 month, 1 week ago
How PMI Flashes Economic Headwind Warnings & VLO Fire Adds Energy Pressure
The PMI composite flash came in weaker than expected, with Kevin Green attributing the report to higher prices and less demand. He explains why the n…
1 month, 1 week ago
Ethan Allen (ETD) CEO on Advantages in a ‘Challenging’ Environment
Farooq Kathwari, CEO of Ethan Allen Interior (ETD), joins to discuss the “challenging” environment and how the company is navigating it. By focusing …
1 month, 1 week ago
Tuesday Morning's Movers: Private Credit Concerns in APO & KKR, New CRWV Bull
Apollo Global Management (APO) is limiting investor withdrawals from private credit to 5%, per an SEC filing. This headline also hit alongside a Mood…
1 month, 1 week ago
Housing ‘In its Own Recession,’ Economic Risks from Iran Conflict
Kevin Gordon covers the relationship between the jobs report and the Iran conflict in influencing the U.S. economy. He looks at short-term impacts an…
1 month, 1 week ago
Rob Thummel Explains Energy's Outperformance & Tailwinds Ahead
Both crude oil and natural gas will rally, just on different time tables, says Rob Thummel. He says the market is focused on crude oil right now but …
1 month, 1 week ago
Options Corner: KBH Earnings Preview Amid Sharp Pullback
KB Home (KBH) earnings will offer the latest look into a housing market facing long-term headwinds and economic pressures. Tom White turns to what he…
1 month, 1 week ago