Not so fast?, Musk’s next move, and a new hot spot? 4/11/22

Not so fast?, Musk’s next move, and a new hot...

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Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26

Western Digital CEO Irving Tan on the global memory supply crunch and “a lot more opportunity” to expand pricing. Tech has been the key driver of the market’s huge April rally. Is it needed to make new highs from here? Plus, three scenarios on why high oil prices have not had a b ...  Show more

Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26

The iPhone is booming, but can Apple fix its AI problem? Oppenheimer's "one AI to rule them all." Plus, how AI could touch off a new cycle for an old industrial. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal ...  Show more

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Tesla: will Elon Musk signal strength for China deliveries?
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As Tesla gets set to report second quarter earnings, Dan Ives, head of tech research at Wedbush, tells IGTV that the analyst community will be hoping to hear from CEO Elon Musk about the future of its deliveries in China. Ives is bullish on Tesla amid the ‘green tidal wave’ with ...  Show more

Beijing Cracks Down; Kyle Bass: “No defense for investing in China;” Tesla’s Drive
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Beijing’s sweeping regulatory crackdown on technology, education, food delivery and property sectors has sent shockwaves across global markets, driving Chinese markets down. Kyle Bass of Hayman Capital Management says it's 'unconscionable' for global fund managers to invest in Ch ...  Show more

Dow’s Worst Day Since September and Big Short Investor Says Stay Away From Tesla 12/15/22
CNBC's "Fast Money"

Stocks added to yesterday’s losses in a big way on Thursday, as investors continued to digest the impact of the Fed’s last meeting and what it will mean for the economy in the new year. We dig in on the markets and find out where we’re heading from here. Plus Danny Moses, of Big ...  Show more

Strong US jobs data hammers the recession 'optimism'
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Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ...  Show more