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Episodes


Why Stocks Keep Climbing Despite Inflation and Global Uncertainty

Can AMAT Keep Riding the Semiconductor Boom?

COHR Sells on Strong Earnings: Andrew Graham Sees Buy Opportunity

NVDA Growing "Kingmaker" Role in AI Buildout as GOOGL Races for "True" AI

Ca$htag$: APP Faces Trust Test After Earnings Report

CSCO Slides Despite Strong Quarter, Margins Face Scrutiny

CoreWeave (CRWV) Co-Founder & CDO on Earnings, AI Contracts & Power Needs
CoreWeave is navigating a significant inflection point in the AI infrastructure market, reporting $2.58 billion in quarterly revenue and a massive $104 billion backlog. Brannin McBee, co-founder and Chief Development Officer, attributes this growth to an "AI loop" where clients continuously cycle through training, fine...

The Big 3: SE, Z, VRT

Zhang: ORCL Options Opportunity After CRWV & NBIS Earnings, XOM Key in Energy

JD, BABA & BIDU: What Chinese AI Earnings Will Say About Global Tech Trade

Rate Hikes "Won't Derail" Stock Market & Midterm Election Catalyst for Crypto

Thursday's "Everything Rally:" Tech's New Strength Bolsters Stock Market

Mario Tufano on AI Creating New Small Cap Winners, Picks in NFG, SBH & TEX

Thursday's Morning Movers: NFLX Pershing Stake, TPR Earnings Plunge, FIVE Upgrade

Trainer: SPCX Priced "Twice as Good" as Most Profitable Company

PPI Follows CPI Trend of Cooling Inflation: What Does it Mean for Fed?

Options Corner: AMAT Outperforms SMH Ahead of Earnings

Greg Portell on Companies Building Consumer Trust

Finding AI "Picks and Shovels:" What Makes MSFT & CAT Stand Out
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