SpaceX Earnings Report… And What’s Next for the Pharma Trade 8/4/26

SpaceX Earnings Report… And What’s Next for t...

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What’s Next for the Consumer… And Metals and Materials Surge 8/5/26

The traders break down the state of the consumer as the summer winds down. Tanger CEO Stephen Yalof gives his take on where the consumer is heading and the result of the world cup on consumer behavior. Then, metals and materials surging midweek, with the XLB leading the gains in ...  عرض المزيد

Software Leading a Market Rally… And What To Expect from Yen Intervention. 8/3/26

A market rally kicking off the week as major indexes trade at near all-time highs with software leading the gains. The traders break down what caused the historic trading day after weeks of mega-cap losses, plus key after-hours earnings from Palantir and Onsemi. Then, the Japanes ...  عرض المزيد

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Wall Street Roundup: AI trade, market melt up
Wall Street Breakfast

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 ...  عرض المزيد

Stocks slip, dollar steadies as rate hikes, a rate cut and Powell awaited
Global Market Insights - Forex, Futures, Stocks

Send us Fan MailEquities start week on the backfoot amid uncertainties; can Powell changethe mood? China steps up effort to boost economy but Asian stocksunimpressed. Pound shines ahead of BoE decision, SNB coming up too,dollar crawls off lows.Risk Warning: Our services involve a ...  عرض المزيد

Prices or Putin?, $200 oil?, and rentals, retail & Roblox
The Exchange

Stocks are higher as Putin backs off…for now. And at the same time, we just got another hot inflation reading. We’ll look at the tug-of-war going on between these headlines, and the impact for markets and your portfolio. Plus, oil is reversing after hitting a 7-year high. But we’ ...  عرض المزيد

Interest rate debate
Wall Street Breakfast

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).Show links: Wall Steet moves higher aft ...  عرض المزيد