The NVIDIA rally yesterday and Kevin Warsh's ...

US technology stocks bounced back on Monday after last week's sharp sell-off, while political unrest in France weighed heavily on European markets, French bonds, and the euro. Oil prices swung on escalating geopolitical tensions in the Middle East, and investors continued to asse ...  Show more

The Nasdaq just posted its worst week since Liberation Day amid growing doubts over AI momentum. Capital rotated into bonds, with the US 10-year Treasury yield recording its biggest weekly decline since February, despite firm inflation data. Meanwhile, the ongoing earnings season ...  Show more

The week starts moody in Asia, as economic data from China and Japan missed estimates early this Monday. Crude oil begins the week under selling pressure around the $91 per barrel. US index futures are down, but interestingly, the European futures were better bid in Asia; but new ...  Show more

Asian stocks struggled for direction at the open after US markets had a volatile session amid speculation about the future of Federal Reserve Chair Jerome Powell. In tariff news, President Trump dialed down his confrontational tone with China in an effort to secure a summit with ...  Show more

Overseas stock markets and U.S. stock index futures are showing an upward move in prices today, and volatility is down in sharp contrast to yesterday morning. Yesterday’s rollercoaster ride resulted from false information about a potential tariff pause. Some $2.5 trillion went in ...  Show more

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