AI Stock Bubble or Real Value? What Anthropic...

A St. Louis Fed official has signaled that tighter monetary policy is needed 'soon,' reigniting debate about whether the Federal Reserve's rate cycle is truly over. We walk through what renewed tightening would mean for bonds, equities, and everyday borrowing costs.Today's Stocks ...  Show more

The FBI has linked North Korea to the theft of $6 billion from Binance in what is being called the biggest heist in crypto history, raising urgent questions about the security of digital asset exchanges. We examine what this means for the credibility of crypto as an asset class a ...  Show more

Energy stocks heading lower as oil prices get hit. The latest OPEC headlines fueling that drop, and what one energy expert sees in store for the space heading into the Fall. Plus the shopping data that could hold up the holidays. Why shoppers are spending less on gifts, and th ...

As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51) Show Notes Strong chance the Fed hikes this year (if you can't get a reservation) Moderna slides after ...  Show more

* The stock market is rotating, not crashing. * Weak economic data will make it harder for the Fed to tighten. * Fed may begin blaming rising oil prices on economic slowdown. * Market will assign premium to companies producing earnings and paying dividends. * Facebook abandons th ...  Show more