Tariffs and Trade Wars Can’t Slow Big Tech’s ...

Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrike's "Mythos moment" is reshaping the cybersecurity landscape, separating the AI-security winners from the laggards. Jon, Jason ...  Show more

With a company as large and as meticulously covered as NVIDIA, you would think there wouldn’t be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance blew past everyone’s expectations and setup another stellar year for anything A ...  Show more

Carol is joined by Steve Blitz, Chief U.S. Economist at TS Lombard, and Steve Wood, Chief Market Strategist at Russell Investments, to discuss Federal Reserve officials deciding to leave interest rates unchanged, acknowledging inflation is close to target. Mark Gurman, Bloomberg ...  Show more

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Federal Reserve Chair Jerome Powell said interest rates are in the right place to manage continued uncertainty around tariffs and inflation, tempering expectations for a rate cut in September.“There are many, ma ...  Show more

On Wednesday Federal Reserve chair Jay Powell announced that US interest rates would remain unchanged. But the monetary policy committee is clearly worried that tariffs might slow growth and increase inflation. Today on the show, Rob Armstrong, Katie Martin an ...

Stocks hold steady as tariff uncertainty continues. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how policy deferrals, earnings resilience and forward guidance are driving the market.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts ...  Show more