First Solar Q2 2025 Earnings Reaction

This episode dives into President Trump's Board of Peace and its global implications, the contested Arctic security framework, and the impact of emerging tech visions on trade dynamics. Stay informed on how these geopolitical and technological shifts influence market sentiment an ...  Show more

Dive into Intel’s Q4 2025 earnings highlighting stronger-than-expected results amid supply constraints and robust AI-driven growth. Ray and Mark unpack key product launches, strategic restructures, and what the cautious Q1 2026 outlook means for investors navigating a pivotal tec ...  Show more

In this episode, Sam and Josh discuss the current state of the market, focusing on the ongoing earnings season and its implications for investors. They analyse key earnings reports from major companies like Tesla and Google, exploring their performance and future outlook. The con ...  Show more

Courtney Reagan and the Investment Committee discuss the first trading day of 2025 and what’s to come for stocks and your money. Plus, Josh Brown says this Joe Terranova name is shaping up to be one of the best stocks in the market. And later, the desk discusses the travel tra ...

Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Lea ...  Show more

Scott and Ed break down why New York is pushing ahead with a new nuclear power plant. Scott makes the case for nuclear as a smart long-term investment, while Ed raises concerns about China’s growing lead in energy production. Next, they unpack NATO’s plan to increase defense spen ...  Show more