Inflation rotation, green growing pains and a soda snub

Inflation rotation, green growing pains and a...

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Weak Jobs Report, AI Model Fears, and the Data Center Economy 8/7/26

Does July’s weak jobs report change the Fed’s rate path? OpenAI is pausing the rollout of its upcoming model due to “cyber capabilities.” Plus, the data center economy and the three sectors our market guest is bullish on because if it. Hosted by Simplecast, an AdsWizz company. Se ...  Show more

Memory’s Next Move, Google’s Fork in the Road, Countdown to July Jobs Report 8/6/26

Sandisk and Western Digital drop following results. We look at how position within the memory trade. Plus, Alphabet has to make a tough decision between AI talent and cloud computing dominance. And we’re counting down to tomorrow’s jobs report with a look at hiring and the labor ...  Show more

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Stocks Jump After CPI… And A Potential Media Deal 9/11/25
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Stocks ripping to fresh records as investors digest an August inflation increase. What it means for next week’s Fed rate decision, and how the treasury markets are responding. Plus more media M&A on the horizon? How Paramount Skydance could be gearing up for a bid on Warner Br ...

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Tech stocks fall on inflation fears, Brazil’s oil intervention, Big Tech goes green
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The Nasdaq Composite closed 2.5 per cent lower on Monday as rising inflation expectations undercut arguments for tech stocks’ high valuations, Brazilian markets were rattled after president Jair Bolsonaro removed the head of Petrobras, and American rapper Jay-Z signs a big cha ...

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Stocks drop,Tesla tumbles, and gold shines as investors get defensive 4/21/25
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The Mag 7 all dropped sharply to kick off the week and chip stocks fell across the board. Tesla heads into earnings under pressure. And President Trump ramped up his attacks on Fed Chair Jerome Powell. We’ll get thoughts from Former Cleveland Fed President Loretta Mester. Plus ...

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When Doves Cry...The Market Falls
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The Federal Reserve signals a major shift in policy and suggests it’s getting ready to start raising rates again. Stocks tumbled and yields jumped on the news. How the traders are playing the moves. Plus GM is getting even more charged up. What CEO Mary Barra is planning for the ...  Show more