A “new” bull market, Tesla’s electric run and...

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Bubble Beacons, Prediction Friction, and a Data Center Disconnect 8/14/26

Semis are in a bubble, according to Citi’s indicator. Former Assistant AG Jonathan Kanter on prediction markets’ legal hurdles. Plus, the disconnect between investors and developers when it comes to data center moratoriums. Hosted by Simplecast, an AdsWizz company. See pcm.adswiz ... Show more

. 43min 53sec

S&P 500 Milestone, Zuckerberg’s AI Manifesto, Anthropic’s Power Deal 8/13/26

The benchmark index crossing 7,800 for the first time ever as new inflation data comes in softer than expected. Plus, early Facebook investor Roger McNamee calls Meta CEO Mark Zuckerberg’s AI manifesto a piece of science fiction. And Anthropic is inking a deal with ERock to power ... Show more

. 44min 0sec

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Stocks Manage Gains, But Banks Drop Again, and TikTok’s CEO Takes on Capitol Hill 3/23/23

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Major indexes all closed well off their highs of the day, even as the rates market seemed to come to terms with the end of the Fed’s rate hike cycle. But which market has the real read on the outlook? Plus TikTok’s CEO making his appeal to not have the app banned in the U.S. W ...

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Wall Street Roundup: AI trade, market melt up

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Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show more

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MM107: Nasdaq 100 moves back into a bull market!

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The Nasdaq 100 Index surged into a new bull market Wednesday for the first time in nearly three years.

Technology stocks have outperformed this year as investors speculate that weakening economic data and the risk of a recession, heightened by recent bank stresses, m ...

. 44min 22sec

Nasdaq notches 7-week win streak, and how much higher can Tesla power? 6/9/23

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Stocks ended the week with another set of gains with the Nasdaq posting its longest weekly win streak since 2019 and the S&P trading above 4300 for the first time in nearly 10 months. But should you jump on the rally bandwagon? Plus Tesla riding its own historic win streak, bu ...

. 22min 48sec