Episodios

  • Software vs. Semiconductors… And Big Box Battle 7/10/25

    Software vs. Semiconductors… And Big Box Battle 7/10/25
    Jul 10 2025

    A divergence in the tech space, as software stocks trail the chipmakers. What it means for the broader market, and if the underperforming software sector can catch up. And speaking of underperforming, Target trailing Walmart in a major way over the past year. Why the big box retailers are heading in different directions, and what the Chartmaster sees in the retailers technicals.

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    44 m
  • Nvidia’s Record $4 Trillion Market Cap… And Time For An Apple Turnover? 7/9/25

    Nvidia’s Record $4 Trillion Market Cap… And Time For An Apple Turnover? 7/9/25
    Jul 9 2025

    Nvidia becomes the first company to cross the $4T market cap, as the chip giant helps fuel the Nasdaq to its own record high. How the semi surge is fueling the broader tech trade, and if the gains can continue. Plus Is it time for an Apple turnover? Why one Wall Street research firm thinks it’s time for Tim Cook to be replaced, and how a new chief could turn things around at the tech giant.

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    44 m
  • The Next Great Rotation… And Wall Street Sours on Coreweave 7/8/25

    The Next Great Rotation… And Wall Street Sours on Coreweave 7/8/25
    Jul 8 2025

    Big banks head lower as investors scoop up beaten down sectors like small caps, healthcare, and airlines. Could the next great rotation in the market be underway? Plus Coreweave shedding some of its gains after the company announced a data deal, and the acquisition is fueling Wall Street pessimism on the name. What one top analyst sees in store for the stock.

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    44 m
  • More Tariff Concerns Send Markets Lowers, and Is a Breakout Coming for Biotech? 7/7/25

    More Tariff Concerns Send Markets Lowers, and Is a Breakout Coming for Biotech? 7/7/25
    Jul 7 2025

    President Trump announcing 25% tariffs on goods from Japan and South Korea, and a handful of other countries are also in the crosshairs. What it means for markets, as they back off record levels. Plus biotech stocks have been on the upswing since April. Can the trend continue? We talk to one top analyst to find out.

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    44 m
  • CNBC Special Report: America's Deficit Reckoning 7/7/25

    CNBC Special Report: America's Deficit Reckoning 7/7/25
    Jul 7 2025
    AMERICA’S DEFICIT RECKONING: What happens if the U.S. doesn’t rein in the budget deficit? CNBC Senior Finance & Banking Reporter Leslie Picker interviewed a dozen experts, investors and former government officials over the course of five months to explore the consequences of America’s fiscal path – not how to solve it, but what’s at stake if we don’t. This special report unpacks how rising debt threatens markets, hinders economic growth, and fractures international relations. From trillion-dollar annual interest payments to bond-market tremors to geopolitical vulnerability, CNBC explores the tipping point that the U.S. may be approaching – and whether it’s still possible to change course.
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    49 m
  • Microsoft’s AI Pullback… And Intel’s Semi Shift 7/2/25

    Microsoft’s AI Pullback… And Intel’s Semi Shift 7/2/25
    Jul 2 2025

    Shares of Microsoft falling, as reports the tech giant is scaling back plans for AI server chips. What it means for the company as the AI revolution continues, and the impact of Microsoft’s biggest round of layoffs since 2023. Plus Intel’s Foundry Changes. What the beaten down chip company is planing for its foundry business, and how the new CEO is trying to attract new customers.

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    44 m
  • The Great Rotation Underway… And A Technician Twofer For Apple 7/1/25

    The Great Rotation Underway… And A Technician Twofer For Apple 7/1/25
    Jul 1 2025

    A market rotation is underway, as investors transition from this year’s best performing sectors into some underperformers. The areas seeing some action, and if it will continue through the summer. Plus A technical twofer on Apple, as the Chartmaster Carter Worth and Kaite Stockton of Fairlead Strategies dig into a short-term play on Apple.

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    44 m
  • Stocks Close Out The First Half At Record Highs… And China’s Declining Data 6/30/25

    Stocks Close Out The First Half At Record Highs… And China’s Declining Data 6/30/25
    Jun 30 2025

    The first half of the year is in the books, and stocks closed it out touching fresh record highs. But can the climb continue in the back half? Where RBC’s Lori Calvasina sees the market heading next. Plus Oracle’s next move after the company announces some cloud deals, and a check on the China trade after the country’s manufacturing data shrinks for a 3rd straight month.

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    44 m