Countdown to the Most Important Inflation Rep...

Shares of Coreweave unraveling even further, with shares tumbling nearly 30% over the past 2 weeks. What the drop means for the broader AI trade, and if tech unwind has more room to fall. Plus, how iPhone Duo preorders are faring, a valuation comparison between Walmart and Amazon ...  Show more

The move lower in rates helping fuel rallies in homebuilders, discretionary, and even the tech stocks at the forefront of the recent AI rout. What the treasury changes mean for the groups, and if this is just short term reprieve, or if the rally is back in action. Plus, Wall Stre ...  Show more

The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57) Show Notes Wells Fargo’s Growth List Dividend Roundup Russia mulling mega oil merger Episode transcripts: seekingalpha.com/w ...  Show more

The main question on everyone’s mind is whether today's US inflation report will corroborate the narrative of easing inflation, potentially paving the way for a possible Federal Reserve rate cut in September. A stronger-than-expected inflation figure would serve as a reality chec ...  Show more

Frank Holland and the Investment Committee discuss key items affecting the market, from a hotter than expected inflation report to a new earnings seasons about to kick off. Plus, Mega Cap Momentum concerns are top of mind as tech valuations are called into question, the desk d ...

Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia co ...