Épisodes

  • Oracle’s Halo Effect… And CME Group CEO On Retail Trading 9/10/25
    Sep 10 2025

    Shares of Oracle soaring after reporting results, and the meteoric move is bringing other data center stocks along for the ride. The names feeling the halo effect, and what the jump means for Oracle founder and chairman Larry Ellison’s net worth. Plus CME Group CEO Terry Duffy weighs in on the state of retail trading, as markets hit record highs, and rates remain in focus ahead of next week’s Fed rate decision.

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    44 min
  • Apple’s Latest Hardware Updates… And A Buyback Bump 9/9/25
    Sep 9 2025

    Apple unveiling new iPhones, watches, and AirPods at its product event. How the tech giant is raising prices, and why one top analyst isn’t loving the latest updates. Plus the under-the-radar group of stocks quietly outperforming the broader market. What they have in common, and if there’s more gains ahead.

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    47 min
  • AI’s Next Big Test.. And China Tech Climbs 9/8/25
    Sep 8 2025

    The AI trade gets a boost, even as data suggests companies are slowing down adoption. What the pullback could mean for semi stocks, and the broader tech space. Plus China stocks jumping to start the week, despite disappointing export data for the country. The names leading the climb, and what it means for the next move out of the mainland markets.

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    44 min
  • Semi Stocks Diverge… And Jobs Report Impact On The Fed 9/5/25
    Sep 5 2025

    Nvidia and Broadcom heading in opposite directions, as stocks wrap up the first week of September trading. What the chip stock divergence means for the broader tech trade, and if the jumps and drops will continue. Plus payrolls coming in lighter-than-expected in August, further solidifying hopes of a September rate cut by the Fed. What the data says about a weakening U.S. economy, and if a 50 basis point cut is on the table for the central bank.

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    44 min
  • Fed, Jobs, Markets… And A Beaten Down Lululemon Reports Results 9/4/25
    Sep 4 2025

    The Federal Reserve’s independence in focus as the Justice Department opens a probe into Lisa Cook, and President Trump’s Fed board nominee Stephen Miran faces questions on the Hill. Plus The next stretch for Lululemon, as the retailer reports results. What the numbers mean for the company’s next move, and what one top analyst sees in store for the stock.

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    44 min
  • Big Drop In Energy Stocks And Holiday Spending 9/3/25
    Sep 3 2025

    Energy stocks heading lower as oil prices get hit. The latest OPEC headlines fueling that drop, and what one energy expert sees in store for the space heading into the Fall. Plus the shopping data that could hold up the holidays. Why shoppers are spending less on gifts, and the impact it could have on retailers.

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    44 min
  • Google On The Move After Antitrust Ruling… And A Major Market Forecast 9/2/25
    Sep 2 2025

    Alphabet on the move as a judge rules on its antitrust case. The fate of Chrome, and the tech giants search data. Plus A major market prediction. Why Evercore ISI’s Julian Emanuel is feeling so bullish on stocks heading into the fall.

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    44 min
  • A September Slump Or Fall Fury?... And Options Strategy Ahead Of Earnings 8/29/25
    Aug 29 2025

    Stocks wrapping up August with a drop, but still seeing another month of gains. Does the market action this summer setup stocks for more gains ahead, or will the rally cool off like the weather? Plus, navigating next week’s earnings reports using options. The setup ahead of the numbers, and the names with the biggest implied moves.

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    47 min