Nvidia earnings preview and the Trump chip tariff twist

Nvidia earnings preview and the Trump chip ta...

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Jerome Powell’s biggest Fed mistake?

Did Jerome Powell misjudge inflation and cost the economy precious time? On Trader Talk, host Kenny Polcari sits down with Lou Basenese, Mark Malek, and Mike Lee to debate Powell’s transitory inflation call, whether the Fed acted too late, and how history will judge his legacy. T ...  Afficher plus

Are investors underestimating market volatility?

Is the Fed done cutting rates? Are investors underestimating market volatility? On this episode of Trader Talk, host Kenny Polcari sits down with Northlight Asset Management CIO Chris Zaccarelli to break down those questions and more, including Fed chair speculation, rate-cut tim ...  Afficher plus

Épisodes Recommandés

Instant Reaction: Nvidia Gives Solid Forecast, Despite China Concerns
Bloomberg Businessweek

Nvidia, the world’s most valuable chipmaker, gave an upbeat revenue forecast for the current period, even as a slowdown in China weighed on results. Sales will be about $45 billion in the second fiscal quarter, which runs through July, the company said on Wednesday. That included ...  Afficher plus

Memo to Nvidia bears: tech beast has a monopolistic profit margin
Opening Bid Unfiltered

Bottom line is that the stock market remains obsessed with Nvidia. The company is seen as the hands down leader in AI chips. But does that make Nvidia a great stock to buy and hold right through its coming earnings report? Remember with a track record of greatness like Nvidia com ...  Afficher plus

Stocks Fall as US Services Flash Warning Signals
Bloomberg Businessweek

Watch Bloomberg Businessweek Daily LIVE every day on YouTube: http://bit.ly/3vTiACF.Stocks wiped out gains after data showed weakening US services amid sticky price pressures, raising concern about the Federal Reserve’s policy challenges. Short-dated Treasuries underperformed. Oi ...  Afficher plus

OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar
Morning Brief

US stocks rise to new records as OpenAI and AMD (AMD) announce a massive AI computing partnership that includes OpenAI taking a 10% stake in the chipmaker. The deal cements AMD’s position as Nvidia’s (NVDA) top challenger in the race for AI dominance, with OpenAI agreeing to purc ...  Afficher plus