@kmahnhw discusses AI infrastructure plays, diversification beyond tech, interest rate risks and how investors should navigate the AI boom.
$NVDA $MSFT $AMZN $QQQ $SMH
https://t.co/7dJRcw34PY
@kmahnhw discusses AI infrastructure plays, diversification beyond tech, interest rate risks and how investors should navigate the AI boom.
$NVDA $MSFT $AMZN $QQQ $SMH
https://t.co/7dJRcw34PY
@Redwire Chairman and CEO Peter Cannito discusses space industry momentum, defense tech demand, SpaceX IPO impacts, capital raises and Redwire’s growth strategy.
$RDW $SPCE $LMT $RTX $BA
https://t.co/8NNQWtAykS
@Redwire Chairman and CEO Peter Cannito discusses space industry momentum, defense tech demand, SpaceX IPO impacts, capital raises and Redwire’s growth strategy.
$RDW $SPCE $LMT $RTX $BA
https://t.co/8NNQWtAykS
Sarah Kunst of Cleo Capital says Anthropic’s enterprise focused AI strategy may be resonating more with investors than OpenAI, while Alphabet remains undervalued despite massive AI spending.
$GOOGL $MSFT $NVDA $TSLA
https://t.co/0etSuCmWAP
Morning Call Sheet: Markets look past Iran as AI momentum keeps driving stocks higher.
Panel with @timseymour, @GinaMartinAdams and Christopher Hodge discuss AI leadership, software strength, inflation, consumers and the Fed.
$QQQ $SPY $PANW $CRWD $DG $ULTA
https://t.co/uEx5iFrevt
Morning Call Sheet: AI momentum keeps pushing markets to record highs.
.@DivesTech says the AI chip supercycle still has legs, @RyanDetrick sees more runway for the bull market, and @Stephanie_Link is expanding beyond tech into industrials and energy tied to the AI boom.
$NVDA $AMD $MSFT $GOOGL $AMZN
https://t.co/7oGoYWbdkj
.@adampatti of @VistaSharesX says Berkshire Hathaway’s Taylor Morrison deal is a “classic Buffett play,” combining value investing, consolidation and vertical integration in housing.
$BRK.B $TMHC
https://t.co/MxQu4LBGsq
.@chadsonofchad of @SpaceCapital says SpaceX remains the “apex player” driving the modern space economy, with AI infrastructure, satellite growth and private markets creating massive long-term opportunities.
🚀 $ASTS $PL $LUNR $RDW $SPCE
https://t.co/9V3guhEz9H
.@FonrougeGab joins @CNBCMorningCall and reports retailers could face a tougher Q2 as tax refund boosts fade, delinquencies rise and more consumers turn to buy now, pay later spending.
$M $FIVE $VSCO $ULTA $DG $TGT $TJX $BURL $ROST $DKS
https://t.co/KMVkFuHUZo
AI momentum keeps driving tech higher as investors debate whether the chip rally is getting too frothy.
.@DivesTech says the AI trade is still in the “third inning,” while Victoria Greene of @gsquaredpw stays bullish tech but cautious on overheated semis.
$NVDA $MSFT $ORCL $AMD $MU $PANW $CRWD
https://t.co/vh7Wd8jKAJ
John Stoltzfus and @RoyceInvestment Co CIO Francis Gannon joined @CNBCMorningCall to discuss resilient markets, small cap momentum, AI productivity gains and why diversification is broadening beyond mega cap tech.
https://t.co/OVZC4JqeMd
Former DOJ Antitrust Chief Jonathan Kanter joined @CNBCMorningCall to discuss litigation funding, political retaliation concerns, the rise of “lawfare” and the responsibilities tied to DOJ power and public trust.
https://t.co/tByT1hjsIE
@MizuhoAmericas Senior Analyst Graig Suvannavejh discusses major ASCO presentations, biotech volatility, cancer breakthroughs and emerging oncology companies to watch.
https://t.co/XkwucgKBdQ
@MizuhoAmericas Senior Analyst Graig Suvannavejh discusses major ASCO presentations, biotech volatility, cancer breakthroughs and emerging oncology companies to watch.
https://t.co/XkwucgKBdQ