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8 August 2026
Marley Kayden looks at the weak July jobs report, cooling wage growth and the declining odds of a September Fed rate hike, while also examining the widening divide between luxury and starter-home sales. Sam Vadas highlights a rally in First Solar (FSLR) following new U.S. trade protections and looks at China’s latest push to close the AI gap with U.S. companies. The pair also previews next week’s inflation data and a packed slate of tech earnings.
24 July 2024
Nvidia (NVDA) CEO Jensen Huang continues to grow the Mag 7 giant by focusing on creating fundamental tech tools, and investing in other rising AI leaders, says Kevin Hincks. He believes both stand as pillars to power growth and expand Nvidia's moat. Tom White adds that the company's valuation and reliance from other companies in its supply chain serve as bullish catalysts. Kevin turns to a bullish example options trade for the stock while Tom offers a bearish trade.
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28 May 2026
Marley Kayden takes a closer look into Snowflake's (SNOW) earnings rally, backed by a $6 billion deal with Amazon's (AMZN) AWS cloud. She recaps commentary from Snowflake's CEO, who says, "AI is fundamentally reshaping how work gets done." Joe Tigay walks us through an example options trade for the stock.
16 May 2026
Gabriel Shahin breaks down why mega caps look strong into Nvidia's (NVDA) earnings by pointing to booming AI demand, energy needs, and massive profits from Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN). Tesla (TSLA) is one Mag 7 name that gives him a pause.
When it comes to Apple (AAPL), Gabriel sees the company's cautious AI strategy as a long-term tailwind. Segement originally aired Friday, May 15, 2026.
3 May 2026
Nitin Sacheti examines the AI trade saying there are tangential segments of the global economy that will benefit from continued expansion.
Nitin highlights the energy stocks as a group to watch as the demand for fueling AI data centers will come with a demand for more energy. He adds that some of the recent AI trade run-up can be pointed to Anthropic's Claude, with Mag 7 names like Alphabet (GOOGL) looking to keep up. Segment originally aired Thursday, April 30, 2026.
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30 April 2026
Markets are attempting to make sense of GDP, PCE and Jobless Claims data while also weighing the earnings reports from Alphabet (GOOGL),
Meta Platforms (META), Microsoft (MSFT) and Amazon (AMZN). Kevin Green is watching the $600 level for META saying that could be a key level for investors and traders to monitor as shares pull back after earnings.
Meanwhile, Google's parent company continues to chug higher as its AI spend expands. KG later chimes in Microsoft's margin contraction being a key concern for the company moving forward.
Lastly, he shifts gears to the energy commodity space as ongoing geopolitical risks and supply disruptions impact global trade.
28 April 2026
There's a slew of earnings that Diane King Hall talks investors through at the start of Tuesday's trading session.
She notes weaknesses in Corning's (GLW) latest report after the stock shined as an outperformer so far this year.
UPS Inc. (UPS) beat, but as Diane points out, there's concerns surrounding domestic sales trends for the company. Coca-Cola (KO) shined as a winner, both in its earnings and stock price.
25 April 2026
Sandisk (SNDK) has risen nearly 3,000% over the last year, and despite the rally, it is making a case that it could go even higher. In this week's Tech Corner, George Tsilis examines how Sandisk has excelled since its spin-off from Western Digital, and how its pure-play NAND technology allows it to serve the growing LLM market. George also examines key risks — including the parabolic move in the stock, fears of a global oversupply in NAND technology, and valuation concerns.
25 March 2026
Optimism trickled into the stock market Wednesday morning on reports that the U.S. and Iran are accelerating efforts for peace talks. "Be cautious," argues Kevin Green, at least until Iran itself confirms the talks about happening. In the meantime, he explains how the headlines crushed crude oil price and lifted airline stocks.
Also on KG's radar: Arm Holdings (ARM), which rallied double digits overnight after announcing a new data center CPU chip.
26 February 2026
Nvidia (NVDA) posted record quarterly revenue backed by strong data center growth and still-strong margins powering the Blackwell and Vera Rubin chipmaker. Investors rewarded the earnings beat with a rally.
Marley Kayden, Sam Vadas, and George Tsilis break down the numbers and explain how all of this affects the general AI trade.
20 February 2026
15 February 2026
6 February 2026
Roblox (RBLX) rose to more than 144 million daily active users, a metric Diane King Hall attributes to the stock's post-earnings surge.
Molina Healthcare (MOH) posted guidance that she calls "shockingly weak" which contributed to a 25% sell-off in shares.
Diane ends on a positive note with Affirm Holdings (AFRM) earnings beat.
5 February 2026
Simeon Hyman attributes the continuing sell-off on Wednesday in part to the bar being set so high for this earnings season. That said, he sees opportunity as the market broadens, particularly through small cap exposure and ETFs tied to the trade. Simeon also talks about the silver trade through ETFs and how to brace for future metal volatility.
31 January 2026
Joe Cavatoni with the World Gold Council talks about the yellow metal itself and ways investors can navigate it in 2026. After gold's explosive 2025 uptrend into the start of the new year, Joe urges investors to look ahead to economic factors in the U.S. and abroad to determine how much exposure they want to gold. He projects more upside with near to mid-term volatility. Segment originally aired Thursday, January 29, 2026.
29 January 2026
Markets continue to break down Microsoft (MSFT), Meta Platforms (META), and Tesla (TSLA) earnings after all three Mag 7 giants reported Wednesday evening.
The first of which has the lone down arrow ahead of Thursday's session. Kevin Hincks explains why the numbers in Microsoft's report were "pretty solid" even though the trading action suggests otherwise. On the Fed,
Kevin talks about the impact jobs data had on the FOMC's perspective.
x 8 August 2026 Catch up with the most important stories from around Europe and beyond this August 8th, 2026 - latest news, breaking news,...
