Podcast Episodes
Back to SearchSoftware vs. Semiconductors… And Big Box Battle 7/10/25
A divergence in the tech space, as software stocks trail the chipmakers. What it means for the broader market, and if the underperforming software se…
1 year ago
Nvidia’s Record $4 Trillion Market Cap… And Time For An Apple Turnover? 7/9/25
Nvidia becomes the first company to cross the $4T market cap, as the chip giant helps fuel the Nasdaq to its own record high. How the semi surge is f…
1 year ago
The Next Great Rotation… And Wall Street Sours on Coreweave 7/8/25
Big banks head lower as investors scoop up beaten down sectors like small caps, healthcare, and airlines. Could the next great rotation in the market…
1 year ago
More Tariff Concerns Send Markets Lowers, and Is a Breakout Coming for Biotech? 7/7/25
President Trump announcing 25% tariffs on goods from Japan and South Korea, and a handful of other countries are also in the crosshairs. What it mean…
1 year ago
CNBC Special Report: America's Deficit Reckoning 7/7/25
AMERICA’S DEFICIT RECKONING: What happens if the U.S. doesn’t rein in the budget deficit? CNBC Senior Finance & Banking Reporter Leslie Picker interv…
1 year ago
Microsoft’s AI Pullback… And Intel’s Semi Shift 7/2/25
Shares of Microsoft falling, as reports the tech giant is scaling back plans for AI server chips. What it means for the company as the AI revolution …
1 year ago
Debate: The Best Trades Right Now 7/2/25
Scott Wapner and the Investment Committee debate the best way to play the markets as stocks hit new highs. Plus, Apple leads the Dow today and gets a…
1 year ago
The Great Rotation Underway… And A Technician Twofer For Apple 7/1/25
A market rotation is underway, as investors transition from this year’s best performing sectors into some underperformers. The areas seeing some acti…
1 year ago
Stocks Close Out The First Half At Record Highs… And China’s Declining Data 6/30/25
The first half of the year is in the books, and stocks closed it out touching fresh record highs. But can the climb continue in the back half? Where …
1 year ago
Markets Enjoy Short-Lived Highs… And A Possible Fed “Shadow Chair” 6/27/25
The S&P 500 and Nasdaq both jump to fresh record highs, but pull back quickly as U.S.-Canada trade discussions screech to a halt. Plus Big bank stres…
1 year ago