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7 September 2026
Sam Callahan, director of Bitcoin strategy at OranjeBTC, explains his take on the cryptocurrency's resurgence as it crosses back above $80,000.
As he states, "pay attention to currency dynamics" and how moves in the U.S. dollar affect cryptocurrencies.
Sam sees a similar dynamic between Bitcoin and U.S. policy. Like gold, Sam expects volatility in the crypto space to subside as more institutions increase exposure.
30 August 2026
"What we're seeing in 2026, finally, is the power of diversification," says Jeff Mortimer as investors rotate out of Big Tech and Mag 7 takes its spot "in the back of the bus." He discusses ways investors are emphasizing value over growth stocks after the AI trade rattled many due to hyperscaler CapEx growing among other factors.
Segment originally aired Wednesday, August 26, 2026.
30 August 2026
Zeno Mercer discusses AI's transition into the physical world through robotics and why it's "getting harder and harder" to find a bear case in the sector. He outlines how the data center buildout is backing the transition to physical AI and the sectors he expects to benefit from it.
22 August 2026
Meta Platforms (META) "is turning into one of our favorite names," says CFRA's Angelo Zino, who says the core business and growth prospects both appear healthy.
The cheapest valuation among the Mag 7 and new products are other key factors he sees buoying the social media giant. Austin Lyons says Meta can use its own AI models to improve ad efficiency while keeping costs contained. Segment originally aired Monday, August 17, 2026
21 August 2026
Megan Brantley of @LikeFolio turns to Coinbase (COIN) as it and other stocks tied to Bitcoin rally on revived Clarity Act expectations. The stock is still on a substantial year-over-year decline.
While Megan argues the company has done a better job of diversifying itself, she says the stock is still largely a proxy play on Bitcoin. However, she sees opportunity in its revenue streams and prediction markets.
DAILY FEEDS
Bitcoin's best week since 2023: Here's what you need to know
12 August 2026
Michael Willis, CEO of Cyber Hornet ETFs, compares this year's sluggish price action in the cryptocurrency space to 2022's crypto winter. He explains the "washout" Bitcoin and related assets are experiencing and how his company seeks to capitalize on current moves. Michael adds that newfound resilience in price action offer more room to run for assets.
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
24 September 2026 A global bond rout sends the 30-year yield to a 22-year high. President Trump and China President Xi meet today after exte...
