Stocks Fail To Build On Monday's Momentum

Stocks Fail To Build On Monday's Momentum

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Jeff Richards: These Are The Only Software Stocks Worth Owning Right Now

Dan Nathan and Jeff Richards (Managing Partner at Notable Capital) discuss shifting AI narratives and market crosscurrents, focusing on OpenAI, Anthropic (which Notable backs), xAI, Gemini, and Microsoft’s Copilot. Richards argues Claude/Cowork’s breakout and rapid model improvem ...  Show more

Nobody Is Blinking & That’s The Problem with Peter Boockvar

Dan Nathan and Peter Boockvar discuss why equities have been slow to react to a widening Middle East conflict even as oil and other commodities jump, arguing markets often assume geopolitical shocks fade until prolonged damage forces a delayed repricing. They note a sharp global ...  Show more

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