A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs.
Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stocks for your humanoid robot watchlist… And politicians need to change the data center narrative.
Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro (SMCI) earnings… Nvidia’s (NVDA) $500B announcement… And the gold rally.
Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is alive and well… The Clarity Act… Coinbase (COIN) vs. the SEC… And crypto treasury trades.
What the end of the ceasefire means for oil prices—and stocks—through the summer. Plus, the release of the Fed minutes should shake the market… Can Q2 earnings meet Wall Street's huge expectations? … And Saylor is backtracking on Bitcoin.
Bitcoin's (BTC) free fall: Is the crypto market near a bottom? … Plus, Trump's $1B income… Why Meta's (META) compute move is controversial… How AI companies are fighting data center pushback… And happy birthday, America!
An Iran deal won't solve high oil prices—and that's good news for energy stocks. Plus, the Fed should use this overlooked tool to lower interest rates… Does stopping out change a thesis? … And are drones the next Trump trade?
Here's what would derail the AI train. Plus, why markets are hitting new highs… AI vs. the dot-com bubble… Palantir (PLTR) just proved our AI power thesis… And why Bitcoin (BTC) could hit new highs this year.
The latest developments in Iran are a major blow to the energy market. Plus, Powell's press conference…. Why is gold selling off? … Meta (META) is ditching the metaverse… And why is Micron (MU) pulling back after blowout results?
Nadella's comments on the AI power crisis. Plus, why every CEO should follow Palantir's (PLTR) playbook… Bill Gates' shocking pivot on climate change… Key takeaways from Election Tuesday… Why the Fear Index is useless… And JPMorgan's (JPM) latest crypto move.
The Fed just pulled a surprisingly bullish move. Plus, OpenAI sexbots… Trades on the China trade war… The government shutdown… A strong buy in regional banking… The government's $15B crypto seizure… And a big bank with a Trump tailwind.
The Powell vs. Trump fight is heating up… And the Treasury is pulling strings to circumvent the Fed. Plus, our GDP forecast… Big Tech earnings… 2 "boring" stocks to buy… And is the 60/40 portfolio dead?
Trump is deflecting blame for the market crash… A silver lining in the China-USA trade talks… What Meta (META) and Microsoft's (MSFT) earnings say about AI… What the Circle IPO means for crypto… And a great trade on market volatility.
Why Spain went dark… What GE Vernova's (GEV) earnings say about the future of natgas… You should have exposure to one of these energy names… Breaking down the new Bitcoin SPAC, Twenty One Capital… And the financialization of Bitcoin.
Trump's tariff announcement will be good for the market… Larry Fink on government debt, social security, a $68 trillion opportunity, and the AI "bubble"... How the NewsMax IPO stuck it to Wall Street… And the future is bright for tokenization.
What the CPI data means for the market… Trump's plan to justify economic pain… Bessent says to invest in this sector… Watch these dates closely… What will end the crypto selloff? … And a silver lining of today's higher rates.
Why investors are so fearful right now… Will DOGE force the Fed to cut rates? … When will Trump's bill ripple through the economy? … Steven Cohen's 3 big market concerns… And has Trump changed his tune on crypto?
Ranked the #1 most listened-to podcast on iTunes financial/business segment.
Each week, Frank cuts through the media noise to reveal “what's really moving these markets.”
