Why is the market punishing Kevin Warsh's nomination? Plus, value is outperforming growth… What to expect when Strategy (MSTR) reports tonight… Earnings for Alphabet (GOOG) and AMD (AMD)... And Disney's (DIS) big CEO mistake.
Recapping the Fed meeting: Central bankers are wrong on AI. Plus, earnings for Meta (META), Microsoft (MSFT), Tesla (TSLA), and Whirlpool (WHR)... Software companies are in trouble… And our next Trump trade: A critical player in the AI supply chain.
Will Trump take a stake in this uranium stock next? Plus, this commodities bull market is unlike any other… Trump's USA Rare Earth (USAR) stake… The Fed meeting could surprise the market… Starbucks' (SBUX) turnaround… And Boeing's (BA) upside.
Big banks just reported excellent earnings—and the upside is just getting started. Here's why this is the best environment for financials in 30 years… and how investors can profit.
Netflix (NFLX) is a dead stock—here's what killed it. Plus, small caps are starting 2026 off strong… Trump's Powell investigation is a bad move… Big bank earnings… Bitcoin's (BTC) rebound… And crypto vs. crypto treasuries: Which is the better investment?
Bitcoin has just gone through one of its ugliest stretches in years. But this is exactly the kind of setup that tends to precede huge crypto rallies. Here's why… and how investors should play the situation.
Key takeaways from the Fed meeting: Quantitative easing is back. Plus, Disney's (DIS) OpenAI partnership… Why Oracle (ORCL) is tanking… Steve Eisman on what could shrink AI demand… And 3 reasons this small AI stock is poised to surge.
Interest rates are going down—regardless of the Fed… and these 3 sectors will profit as bond yields steepen. Plus, 2 housing stocks to buy… The real winner in Trump's China chip deal… And the Warner Bros. (WBD) bidding war.
The markets have pulled back over the past few weeks… But under the surface, the setup is actually quite bullish. Here are the three forces creating one of the most attractive market setups in years.
The Fed is preparing to end its balance sheet runoff. That might sound like technical jargon, but it's a major shift in policy. It tells us that the era of quantitative tightening is ending. Here's what investors need to know.
What Alphabet (GOOG) and Microsoft's (MSFT) record results say about AI's real ROI. Plus, why Powell spooked the market… Is Meta's (META) pullback a buying opportunity? … And a SCREAMING BUY in the healthcare sector.
Forget interest rates—watch the Fed's balance sheet. Plus, Big Tech earnings… Nvidia's (NVDA) dominance… Apple's (AAPL) upside… What Caterpillar's (CAT) results say about tariffs… Amazon's (AMZN) layoffs… And the AI bubble debate.
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.
