Excess liquidity; pockets of opportunity in energy + industrials

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Rates rise on sticky inflation

Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18) Show NotesBofA’s best ideas listRegister for Investing Experts Live: Top Ideas 2026Episod ...  Show more

Intel surges into earnings

Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest ...  Show more

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