Nvidia earnings preview and the Trump chip tariff twist

Nvidia earnings preview and the Trump chip ta...

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AI isn't a bubble but the real upside is shifting

What if the AI boom is just getting started? On this episode of Trader Talk, Kenny Polcari sits down with tech analyst Daniel Newman to break down why AI is still in its earliest innings—and why market leadership is starting to broaden beyond the Magnificent Seven. They unpack th ...  Show more

Why market confidence matters more than inflation right now

Markets are sending subtle but important signals about confidence, volatility, and risk appetite. On this episode of Trader Talk, Kenny Polcari is joined by Mark Tepper, founder and CEO of Strategic Wealth Partners, to unpack what shifting sentiment means for stocks, rates, and p ...  Show more

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