Apple’s Record High… And Structure Therapeuti...

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

Apple (AAPL) unveils new Apple Intelligence, iOS, tvOS at WWDC. (00:24) CVS generics recalled two times more than Walgreens (WBA) generics: report. (02:09) DXC Technology jumps on report of joint bid from Apollo (APO), Kyndryl (KD). (03:16) Episode transcripts seekingalpha.com/ws ...  Show more

Weight loss drug candidate will differ from popular GLP-1s. (0:16) Tesla recalls thousands of Cybertrucks. (3:09) Hedge funds keep cashing in on tech. (3:55) Show Notes Airbus's stock falls more than 9% after cutting guidance U.S. consumer confidence pulls back in June, but range ...  Show more

Scott Wapner and the investment committee debate whether Apple’s record run is enough to keep the tech trade powering ahead. Also, how to play the flood of big retail earnings this week. Plus, this stock is down more than 30% this year, but a bullish new call says it’s a “no-b ...

Tim Cook calls it the biggest iPad day since its introduction. (0:16) Disney sinks on revenue miss. (2:17) Reasons not to sell in May. (4:45) Show Notes Druckenmiller cuts Nvidia stake, says AI may be 'overhyped' near term Palantir sell-off is 'golden buying opportunity,' Wedbush ...  Show more