Semi Stocks Diverge… And Jobs Report Impact O...

Stocks staging a massive rebound after yesterday’s sell-off, with tech, software, and crypto all bouncing back. But is the rally just a mini correction, or a broader shift in the market fundamentals? Plus The next move in Bitcoin after it’s snapback, the latest prediction market ...  Show more

Google parent company Alphabet on the move as the tech giant reports results. The details and numbers from their latest quarter, and why tech analyst Gene Munster sees the stock topping the Mag7 group this year. Plus Eli Lilly and Novo Nordisk heading in opposite directions as th ...  Show more

Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ...  Show more

Midweek Market Recap and NVIDIA Earnings Breakdown - August 28, 2023

In this episode of Dividend Cafe, Brian Szytel discusses the performance of the stock market on a relatively uneventful day, with the Dow dropping 159 points, the S&P 500 down by 0.6%, and the NASD ...

Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).Show NotesNvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surgeMongoDB raises ...  Show more