CEO Grasso Global | Wall St/NYSE pedigree | CNBC Fast Money regular | Advisor to corporate boards | Keynote speaker at conferences & business roundtables
Another volatile day for stock markets with major indexes closing well off their lows of the session after oil spiked to their highest level in over two weeks.
@guyadami Dan Nathan @karenfinerman@grassosteve on what they're watching here.
https://t.co/lgYRXKDMo1
Market strategist Ed Yardeni said the rupture in the ceasefire between the US and Iran risks sparking a fresh acceleration in price growth, which in turn could compel the Federal Reserve to raise interest rates. https://t.co/IuxCIO6Cie
Morning Call Sheet: AI trade stays strong despite semiconductor pullback
@WarrenPies, Co-Founder & Strategist at @3F_Research, @grassosteve, CEO of Grasso Global, and @dougboneparth, President of Bone Fide Wealth, discussed semiconductors, AI, SpaceX and Bitcoin.
$NVDA $MU $AMD $AVGO $SPCX $BTC $QQQ
https://t.co/JVblGlPmzB
Tech back in the driver seat with the Nasdaq rising to start the week thanks to the semi rebound.
So is Tech just undergoing a factory reset? @guyadami Dan Nathan @grassosteve and @carterbworth discuss.
https://t.co/eJEedJKYJ3
America turns 250 today. That number doesnโt exist without the ones who fought for it. Every freedom weโve got was defended by somebody in uniform. To everyone who has ever worn that uniform, past and present, thank you.
We all get to enjoy this day, but
this day is yours.
Happy 4th ๐บ๐ธ
Final Trades!
Hereโs what @timseymour, Empowerโs Marta Norton, Dan Nathan, and @grassosteve are trading.
$ACWX, Mag 7, $NKE, $LMT
https://t.co/Uj5fHAjljc
Chips ripping in the first half of 2026 as Mega Cap Tech struggles to keep up.
@timseymour Dan Nathan @grassosteve and Empower's Marta Norton on if the rally could last into the second half: https://t.co/i1SXxM5fMi
New top leaders at the US Centers for Disease Control and Prevention told staff theyโre focused on hiring more people to alleviate pressure on the agency, according to a recording of a meeting reviewed by Bloomberg News https://t.co/Kyyc6wu0HR
Nasdaq closing out five straight down days as the AI trade cools down. Investors turning to pockets in the broader market, but will it pick up?
@timseymour@courtneydoming@grassosteve and @michael_khouw on if the tech slump is a pause or a new chapter.
https://t.co/tgjTtcEFpj