.@DiMartinoBooth explains her key takeaways from the latest FOMC meeting minutes and why Fed Chair Kevin Warsh is “say[ing] less.”
She also discusses inflation and the state of the consumer.
For more: https://t.co/kaULDQw05V
$NVDA has lost roughly $1 trillion in market value in less than two months. @NPetallides explains how investors are moving into other semiconductor names.
For more market news, tune in at: https://t.co/zjoM6OOvGD
Rob Thummel, Tortoise Capital senior portfolio manager, tells @NPetallides that the energy and technology sectors are intertwined.
He sees energy moving higher and discusses broader electricity demand from AI.
For AI infrastructure, he takes a deep dive into $TCAI.
For more market news, tune in at: https://t.co/08AjXyc2gG
$NVDA is reportedly navigating both opportunity and uncertainty as the AI buildout continues.
@NPetallides explains the implications of the reported Kyber delay, why Jefferies remains constructive on parts of the supply chain and how Nvidia's new revenue-sharing model aims to bring more startups into the AI ecosystem.
For more market news, tune in at: https://t.co/VTQUOGTyeO
.@NPetallides takes us through Citi maintaining a "buy" rating on $MU and raising its price target to $1,400.
For more market news, tune in at: https://t.co/aOXeIXJPAh
.@JayWoods3 shares his outlook for markets in 2026.
He highlights the sectors he's watching and stock picks including $C, $BIIB, $KO and more.
Woods also discusses the software sector, including the "crucial" level he believes $MSFT can sustain and why he sees $SNOW as a potential "winner" in the space.
For more: https://t.co/WOX09nRImS
Though chip stocks had a rocky start to July, the VanEck Semiconductor ETF (SMH) remains up 65% this year.
@RickDucat analyzes $SMH's technical setup, highlighting the key levels to watch moving forward.
For more: https://t.co/LVz2QThFl2
More than $2 trillion in value has been wiped out from the Mag 7 this month as investors question whether massive AI spending will deliver returns.
@NPetallides breaks down why Wall Street is growing cautious on Big Tech while still piling into semiconductor stocks.
Chipmakers continue to benefit from AI demand, even as the companies funding the buildout face increased scrutiny.
For more market news, tune in at: https://t.co/yt7AdXBoQJ
.@alexandersblume provides a mid-year check on bitcoin, including what’s weighing on the broader crypto trade, how the Clarity Act would impact investing in this space, and the next steps with @NPetallides.
For more market news, tune in at: https://t.co/3UnJbbu2ys
👀@TomWhite_S takes a look at a few outsized options trades surrounding $MSFT, $NKE and $NFLX.
Here’s what to know about each.
For more: https://t.co/s3dhDqHBCs
👀@TomWhite_S takes a look at a few outsized options trades surrounding $AMZN, $SNDK and $AVGO.
Here’s what to know about each.
For more: https://t.co/WSVXY3lGnr
David Dietze explains how he is assessing the current market landscape.
He sees value in software names such as $MSFT and $INTU, as well as defensive sectors like health care and consumer staples.
Other names he is watching include $CHWY and $LYFT.
For more: https://t.co/5Ud9F3oI2n
The tech-heavy Nasdaq is on track for its best quarter since 2020, up about 20%.
@RickDucat breaks down the $QQQ, highlighting key levels to watch.
For more: https://t.co/s3dhDqHBCs
.@NPetallides highlights SK Hynix's and Samsung's plan to invest more than $500 billion in new chip manufacturing facilities.
The move comes as memory chip demand continues to soar amid the AI infrastructure race.
For more market news, tune in at: https://t.co/9ieSxfZIfP
.@NPetallides walks through today’s market setup so far.
She also breaks down $FDX earnings, highlighting key takeaways from the results and the stock’s movement following the report.
For more: https://t.co/k6Ks9LoNIn
.@TomEssaye breaks down why $FDX fell despite a double beat, pointing to a slight miss on operating margins.
He highlights the ongoing shift at FedEx and $UPS toward higher-margin deliveries in sectors like healthcare and aerospace.
Essaye notes demand remains strong, with analysts maintaining confidence in FedEx’s long-term growth.
For more market news, tune into: https://t.co/9TcheotzA9