Chip Trade Rips… And Global Stocks Rally On Mideast Developments 5/6/25

Chip Trade Rips… And Global Stocks Rally On M...

Up next

Mag7 Hiding Potential Market Trouble… And Expectations Ahead Of Trump-Xi Meeting 5/8/26

Stocks hitting fresh record highs, and notching a sixth straight week of gains, but could there be some trouble brewing under the surface? How stocks are holding up this earnings season when the Mag7 aren’t carrying the weight, and if the lagging sectors can keep up with the AI & ...  Show more

The Health Of The Consumer… And An Old School Options Action On Apple 5/7/26

Consumer health in focus, as companies sound the alarm on spending. What we’re hearing out of fast food chains like McDonald’s and Shake Shack, and how even gyms, pet companies, and consumer staples are seeing signs of a pinch. Plus the latest results out of Coreaweave and Coinba ...  Show more

Recommended Episodes

JPMorgan Trading Desk Warns Fed Rate Cut Risks Tanking Stocks
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ...  Show more

Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
Forward Guidance

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ...  Show more

SOTS 2nd Hour: Prepping For The Fed, Google’s Biggest Acquisition EVER, and Time To Look Overseas? 3/18/25
Squawk on the Street

Stocks kicking off the morning in the red – David Faber, Michael Santoli, and Sara Eisen broke down the latest on the Fed front and where rates could be headed tomorrow. Why T. Rowe Price CIO Sébastien Page says to bet on international equities here over the SPX – plus, what C ...

  Show more

Musk Mulls Next Move as Stocks Swing Again
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Tesla Inc.’s stock extended losses Monday, dropping below a price at which Commerce Secretary Howard Lutnick predicted they’d never fall to again.The shares plunged as much as 9.2% to $217.41 as of 9:41 a.m. in ...  Show more