What the Dollar Surge Means For Markets, and Two Tales of Transports

What the Dollar Surge Means For Markets, and ...

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AI buildout financing in focus... And stretching into Lululemon results 9/3/26

Tech in rally mode as Meta, Dell and Nvidia headline a day of big gains. The traders unpack all the moves, while Janus Henderson’s Seth Meyer explains why hyperscalers are turning to interest-free bonds to fund the AI buildout and what it means for markets. Then, all the headline ...  Show more

Major moves in semi stocks... And what’s next for oil 9/2/26

A key day for chip stocks as Broadcom reports second-quarter numbers and the broader semi trade rallies. The traders make sense of the action, and weigh in on whether AI titan Nvidia should heed Jim Cramer’s call to ramp up its stock buybacks. Then, oil prices extend gains as new ...  Show more

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