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Oil Slump Sparks Inflation Debate as Utilities Stand Out
Chris Versace and Joe Rinaldi break down the recent drop in oil prices, inflation implications, and what flash PMI data is signaling. They discuss U.…
1 month, 3 weeks ago
Investors Need More than Clarity: Tyrone Ross, Jr. on Bitcoin's Rebound Path
Tyrone Ross, Jr. talks about uncertainty around the Clarity Act and interest rates that he sees keeping Bitcoin tethered just above $60,000. "We woul…
1 month, 3 weeks ago
Synergy Between TSLA & SPCX: from EVs on Road to Final Frontier's Tech
With SpaceX (SPCX) now settling in its second full week on public markets, Morningstar's Seth Goldstein turns his attention to Tesla (TSLA) and its s…
1 month, 3 weeks ago
Ca$htag$: FDX Eyes Growth as Efficiency Push, Demand Trends Stand Out
Ahead of earnings, Andy Swan of LikeFolio highlights FedEx’s (FDX) strong run to all-time highs and a 30% jump in web traffic, signaling demand growt…
1 month, 3 weeks ago
Joe Schmitz: Avoid FOMO, Stay Diversified in Volatile Markets
Joe Schmitz, CEO of Peak Retirement Planning, urges investors to stay disciplined in volatile markets and avoid emotional decisions. He calls the Spa…
1 month, 3 weeks ago
MU, SNDK & WDC Profit Taking on KOSPI Selling, NVDA & QCOM Meetings Ahead
The Technology Letter's Tiernan Ray says investors are finally taking profits on AI memory stocks like Micron (MU), SanDisk (SNDK), Western Digital (…
1 month, 3 weeks ago
Carnival (CCL) Slips as Guidance Cut Overshadows Record Quarter
Carnival (CCL) reported record revenue, profitability, and customer deposits, but the stock fell as analysts focused on a sharp reduction in second-h…
1 month, 3 weeks ago
The Big 3: GEV, IBM, MSFT
Jessica Inskip returns to the Big 3 and offers a glimpse into stocks she sees as beneficiaries in the AI trade. She points to GE Vernova (GEV) as a k…
1 month, 3 weeks ago
FedEx Earnings Preview: Margins, Freight Spin-Off & Strategy Outlook
Ahead of FedEx (FDX) earnings, Christopher Davis highlights key metrics including express margins, cost savings, and potential market share shifts fr…
1 month, 3 weeks ago
IBM Upgrade Offers Bright Spot for Steep Down Day in Tech
JPMorgan's upgrade for IBM Corp. (IBM) set the foundation for a rally Tuesday as the rest of the tech sector takes a beating from an AI memory sell-o…
1 month, 3 weeks ago