Markets Lose Momentum, but Growth Stocks Rebo...

Micron shares on the move after earnings, and we break down what the results and guidance mean for the AI memory trade with S&P Global’s Melissa Otto. Plus, market reaction to the latest Fed rate decision, private-credit stress spills into consumer loans, and a spotlight on Josh ...  Show more

Storage stocks rallying to record highs, as demand for AI memory continues to climb. How much farther the group has to run, and what Nvidia CEO Jensen Huang said about the next evolution in the space. Plus The numbers out of Lululemon’s latest quarter, and where a top retail anal ...  Show more

The week starts moody in Asia, as economic data from China and Japan missed estimates early this Monday. Crude oil begins the week under selling pressure around the $91 per barrel. US index futures are down, but interestingly, the European futures were better bid in Asia; but new ...  Show more

Neil Hennessy, founder of the Hennessy Funds says the Dow Jones Industrial Average is going to 30,000 'before we have any worries,' making the case that the market is well-positioned to continue its long run of growth with only minimal disruptions. Jurrien Timmer, head of global ...  Show more

Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors.

----- Transcript -----

Welcome to Thoughts on the Market. I'm Mike Wi ...

The Dow closed up a marginal 3 points and Jim Cramer is guiding investors through what he calls "The Gauntlet" of earnings season. Then, Centene CEO Michael Neidorff is digging deeper into earnings and what caused the stock to fall today despite seemingly strong headlines. Plus, ...  Show more