Schwab Network
Episodes
Lyons: NVDA Earnings Show "We are in the A.I. Era"
28 May 2025
Contributed by Lukas
"The core A.I. thesis is intact," says Austin Lyons after seeing Nvidia's (NVDA) earnings. "Everyone wants to get in" the A.I....
C3 ai (AI) Surges on Joint Venture Boost
28 May 2025
Contributed by Lukas
C3 ai (AI) stock surges after a narrower-than-expected 4Q adjusted loss and in-line revenue. Tony Zipparro reacts to the report, citing the expanded j...
EARNINGS ALERT: CRM, ELF, S
28 May 2025
Contributed by Lukas
Salesforce (CRM) had a strong showing in its after hour earnings thanks to data cloud and Agentforce growth. However, e.l.f. Beauty (ELF) and Sentinel...
SPX "Chop Day" Into NVDA Earnings, NVDA Breakthrough Potential
28 May 2025
Contributed by Lukas
It was a mixed day for the options flow heading into Nvidia's (NVDA) earnings after the close. Kevin Green urges investors to keep a close eye on the ...
U.S. Mag 7 v. Europe's Top Stocks, Investors Stuck in Headlines
28 May 2025
Contributed by Lukas
Companies like Nvidia (NVDA) rallied big off April 8th lows, but as Charles Schwab's Jeffrey Kleintop points out, the Mag 7 is still down on the y...
GME the New MSTR? GME Buys 4,710 Bitcoin for Crypto Treasury
28 May 2025
Contributed by Lukas
GameStop (GME) has taken the leap into building a Bitcoin reserve. The company disclosed its first Bitcoin purchases today, worth over $5 billion base...
ANF a ‘Success Story’ While CPRI & M Struggle
28 May 2025
Contributed by Lukas
Patrick McKeever reacts to retail earnings. He thinks Abercrombie & Fitch (ANF) is successfully moving its target demographic to young professiona...
Schatz: Deregulation Will Juice Economy; Bullish on AWK & SBUX
28 May 2025
Contributed by Lukas
Paul Schatz makes the case for deregulation, arguing it will stimulate the economy – though how much is unknown, especially because he thinks the Fe...
DKS Setting Up for the Next Decades with FL Acquisition
28 May 2025
Contributed by Lukas
David Swartz and R.J. Hottovy react to Dick’s Sporting Goods (DKS) after it posted a 1Q miss. David thinks it’s been a “winner” for the past f...
Mazza: NVDA to Beat "Messy" Quarter, "Dramatic" Sell-Off Unlikely
28 May 2025
Contributed by Lukas
"Everyone's been waiting for" Nvidia's (NVDA) earnings, says Dave Mazza. He'll look for data center and revenue growth but expec...
"Big Beautiful Bill" Impacts on A.I., GOOGL "Huge" Discount & NVDA "Premiere" A.I. Name
28 May 2025
Contributed by Lukas
Ted Thatcher says the "big, beautiful bill" making its rounds in Congress has implications beyond contradictions with DOGE. He argues it doe...
Bankruptcies & Bank Failures Coming This Year
28 May 2025
Contributed by Lukas
“Jerome Powell’s putting on a tough face right now – because he has to,” but is ultimately more dovish than people think. However, David Stryz...
JOBY Soars After Closing $250 Million Investment from Toyota
28 May 2025
Contributed by Lukas
Joby Aviation (JOBY) rallied 30% today after closing a quarter-billion-dollar deal with Toyota. It's a big price tag to help the company fly towar...
Travel Spend ‘Protected’ & ‘Resilient’: Trends for the Summer
28 May 2025
Contributed by Lukas
Hayley Berg brings the summer travel trends to watch. “Prices for summer vacations hit their peak in 2022…they’ve been slowly coming back down s...
NVDA Holds Over Half of "A.I. Pie," AMD & INTC Seek Bigger Slices
28 May 2025
Contributed by Lukas
Landon Swan of LikeFolio says sky-high expectations for Nvidia (NVDA) will be the biggest risk in earnings. That said, he points to overwhelming A.I. ...
NVDA Short v. Long-Term Outlook: Blackwell, DeepSeek & A.I. Trends
28 May 2025
Contributed by Lukas
Ahead of Nvidia's (NVDA) earnings, Dan Morgan notes headwinds that can impact the report. He expects to see H20 export restrictions to China as a ...
The Big 3: PLTR, GLD, SBUX
28 May 2025
Contributed by Lukas
TheoTrade's Don Kaufman is bullish on Palantir (PLTR). He claims the company will see a "retail gamma squeeze" brought by investors. Don...
Retail Earnings Recap: ANF Pop, DKS ‘Top 5’, M ‘Disappointing’ Despite Smaller Brand Success
28 May 2025
Contributed by Lukas
Jan Rogers Kniffen spotlights retail earnings: ANF, DKS, and M. He calls their quarters “ok,” but says short selling meant that Abercrombie & ...
Small’s Picks: NVDA, TSLA, META
28 May 2025
Contributed by Lukas
“It’s a true trader’s market.” Jeffrey Small gives his stock picks, including Nvidia (NVDA), Tesla (TSLA), and Meta Platforms (META). He says ...
Bullish NVDA, Bearish CRM Example Options Trades
28 May 2025
Contributed by Lukas
Kevin Hincks looks to 2 of the biggest earnings reports this week and provides example options trading strategies. For Nvidia (NVDA), Kevin pieces tog...
Vohra’s Health Care Picks: BSX, ISRG, VRTX
28 May 2025
Contributed by Lukas
Shivani Vohra puts the health care sector in focus, calling it the “most exposed” sector to regulatory changes. “I would invest selectively,” ...
"Don't Sleep on" CRM Earnings, Options Volatility "Too Low"
28 May 2025
Contributed by Lukas
It's not just Nvidia (NVDA) reporting earnings after the bell. Salesforce (CRM) also reports, as investors await to hear more on the company's...
ANF "Robust" Sales, DKS In-Store Advantage & Retail Options Trades
28 May 2025
Contributed by Lukas
Jharrone Martis believes there's pockets of strength in the retail space. She points investors to Abercrombie & Fitch's (ANF) 25% rally af...
BOX 52-Week High, AVGO Reiterated Buy, CRWD Price Target Hike
28 May 2025
Contributed by Lukas
Box Inc. (BOX) tapped new highs for the last 12 months thanks to a rally following its earnings beat. Diane King Hall talks about other factors behind...
Williams: ‘We are Vulnerable Economically,’ Growth Will ‘Stall’
28 May 2025
Contributed by Lukas
“Conditions are certainly worse than when we started the year.” Rob Williams describes the coming “negative feedback loop” in economic data an...
USD to JPY Ratio Correlation to SPX Futures, Equal Weight's Bullish Chart
28 May 2025
Contributed by Lukas
Kevin Green wants to see markets retest the 5,920 level in the SPX and see if buyers step in, a strong bullish indicator for the index. Nvidia's (...
ANF Sees 25% Post-Earnings Rally, OKTA Sells on Uncertainty
28 May 2025
Contributed by Lukas
Abercrombie & Fitch (ANF) underestimated itself when it came to tariffs. The company posted an earnings beat after initially telling customers to ...
Hincks: NVDA Earnings Will Move Markets, Fed Has No Interest in Lowering Rates
28 May 2025
Contributed by Lukas
"So many stocks are going to move" on Nvidia's (NVDA) earnings, says Kevin Hincks. He urges investors to stay on their toes once the rep...
Options Corner: NVDA Key Levels Ahead of Earnings
28 May 2025
Contributed by Lukas
Nvidia (NVDA) earnings report after the bell, with revenue estimates checking in close to $43B. Rick Ducat breaks down the trends and key levels to wa...
Consumers 'Less Anxious' but 'Need To Be Careful'
28 May 2025
Contributed by Lukas
Stephanie Guichard joins Diane King Hall to discuss the latest consumer confidence data and what it means for the overall health of U.S. demand. She c...
Tuttle: "Blowout" NVDA Earnings Going to Be Enough?
28 May 2025
Contributed by Lukas
Matt Tuttle says he's buying the dip on any pullback after Nvidia (NVDA) reports its latest earnings. He posits the thought: would a "blowout...
Chart of the Day: CRM Ahead of Earnings
28 May 2025
Contributed by Lukas
Ben Watson pops by Morning Movers with a look at Salesforce (CRM) ahead of earnings. On the 5-day chart, he sees support around $270 and a resistance ...
NVDA Earnings in Focus: SPX Eyes 6000 Breakout
28 May 2025
Contributed by Lukas
Stocks look to build on Tuesday's rally, but a lackluster economic calendar could lead to a rangebound session. Kevin Green expects all eyes to be...
Stock Market Morning Minute: DKS, OKTA, NVDA
28 May 2025
Contributed by Lukas
Dick's Sporting Goods (DKS) is on the move after its latest earnings. Okta (OKTA) slides after a beat and raise in yesterday's quarterly repor...
Lightbridge (LTBR) CEO: Nuclear Key Player in A.I. Trade, OKLO Partnership "Very Good"
27 May 2025
Contributed by Lukas
Lightbridge (LTBR) CEO, Seth Grae, says nuclear power will be a leading energy source to power electricity in the coming year. He sees the U.S. moving...
Technical Tuesday: SPX, CRWD, RGTI
27 May 2025
Contributed by Lukas
Kevin Horner’s Technical Tuesday charts cover the SPX, CrowdStrike (CRWD), and Rigetti Computing (RGTI). He says $5,900 “feels good” on the SPX,...
The Outlook for Defense Stocks
27 May 2025
Contributed by Lukas
Jordan Blashek walks through the outlook for defense stocks. He thinks that “large, inefficient” government contracts will get cut, which opens op...
Stock Market Today: 50% EU Tariffs Delayed, PDD Sells, NVDA Rallies Pre-Earnings
27 May 2025
Contributed by Lukas
Markets reversed Friday's losses and opened the holiday-shortened week with a rally. That positive trading action started after the Trump administ...
Overlooked Stock: SBET Rallies Over 430%
27 May 2025
Contributed by Lukas
SharpLink Gaming (SBET) more than quadrupled its stock price in a single day. The co-founder of Ethereum will be the company's new chairman for it...
Consumer Confidence Surprises, Hard Data "Catch Down" & Treasury Volatility
27 May 2025
Contributed by Lukas
On today's consumer confidence print, @CharlesSchwab's Liz Ann Sonders calls it a "surprise" to the upside, but adds that it comes a...
Crude Oil Below $50?
27 May 2025
Contributed by Lukas
Carley Garner looks at the crude oil market. She thinks gasoline futures can continue to fall as crude also slips. She also explains why crude oil und...
Aggressive 0-DTE Call Activity Fuels Bullish Price Action
27 May 2025
Contributed by Lukas
While today's rally reversed Friday's losses, Kevin Green warns of risk present with today's trading action. Volume showed an upside move ...
‘The World is Held By the Guys with the Keys to Our Computers’: the Case for OKTA
27 May 2025
Contributed by Lukas
Chris McMahon argues that this is the time for small caps and for U.S. equities. He focuses on Okta (OTKA) ahead of earnings, which falls around the m...
Stagflation Can Hit Stocks & Bonds: Diversifying Across Asset Classes
27 May 2025
Contributed by Lukas
“You really need to build resilient portfolios,” stresses Fritz Folts. “What you need to do is diversify beyond your stocks and bonds.” He cit...
Disinflation & Tariffs Not Mutually Exclusive…to a Point
27 May 2025
Contributed by Lukas
Anthony Saccaro says the delays and reneging in tariff policy are negotiation tactics, and Consumer Confidence is reflecting that reading. He discusse...
Previewing BOX Earnings: Watching AI & Paying Users
27 May 2025
Contributed by Lukas
Christine Short and Steve Dickens preview Box (BOX) earnings. Steve is watching for where Box fits into the “agentic workflow” and how it integrat...
Zino: Revenue & Tariffs Weigh on NVDA Earnings Volatility, Share Buybacks in 2025
27 May 2025
Contributed by Lukas
CFRA's Angelo Zino believes "all eyes" will be on Nvidia's (NVDA) revenue and guidance in Wednesday's earnings. Data center and ...
European TSLA Sales Plunge 49%, Stock Rallies on Elon Musk
27 May 2025
Contributed by Lukas
European Tesla (TSLA) sales were nearly halved year-over-year, but it didn't seem to matter for investors. The stock rallied on headlines of CEO E...
Dow Jones Options Trades: BA & UNH
27 May 2025
Contributed by Lukas
Kevin Hincks examines a pair of Dow Jones ($DJI) members on the move: UnitedHealth (UNH) and Boeing (BA). For UNH, he cites the recent struggles the s...
Ca$htag$: Dick’s Sporting Goods (DKS)
27 May 2025
Contributed by Lukas
Likefolio’s Andy Swan gives Schwab Network the rundown on Dick’s Sporting Goods (DKS) after it announced the acquisition of Foot Locker (FL). It a...
OKTA "Core Holding" in Cybersecurity, "Don't Chase" Earnings
27 May 2025
Contributed by Lukas
Ben Rose considers Okta Inc. (OKTA) an essential holding in the cybersecurity space. He mentions the company's history of beating and raising prev...
Nano Nuclear Energy (NNE) President on Reactors "Coming to Life," A.I. Tailwinds
27 May 2025
Contributed by Lukas
Jay Yu, President of Nano Nuclear Energy (NNE), joins Caroline Woods at the NYSE set to talk about the company's growth in nuclear power. He says ...
The Big 3: NVDA, GOOGL, IBM
27 May 2025
Contributed by Lukas
Jessica Inskip talks all about Big Tech on today's Big 3. On Alphabet (GOOGL), she makes the case that a new transformative tech offers a new avenue f...
Vermeulen: SPX Bottom Not In, Bitcoin & Gold Will Continue Rally
27 May 2025
Contributed by Lukas
"We could be a lot lower than where we are right now" in the coming months, says Chris Vermeulen. While he's bullish on the market's...
Charting Big Box Retail: M, ANF & CPRI Before Earnings
27 May 2025
Contributed by Lukas
Companies like Walmart (WMT) and Target (TGT) painted a mixed picture when it comes to retail guidance. Jenny Horne notes tariffs among the pressures ...
Finding Hedges Against Unexpected Inflation
27 May 2025
Contributed by Lukas
Mark McCarron thinks the Fed has room to be more supportive of this economy, but tariffs are putting them “on pause.” He thinks we “could be at ...
Measuring DKS Room to Run with FL Acquisition & DKS Options Trade
27 May 2025
Contributed by Lukas
Dick's Sporting Goods' (DKS) acquisition of Foot Locker (FL) was met with a slew of price target cuts and even a downgrade. Caroline Woods tal...
SPX Pulls Back at Open, VIX Levels to Watch, AZO & PDD Earnings
27 May 2025
Contributed by Lukas
Minutes after the opening bell, the SPX retreated from premarket highs which started from a delay on EU tariffs. Kevin Green points out VIX becoming r...
OKTA Up 60% YTD, Can Earnings Rally it Higher?
27 May 2025
Contributed by Lukas
@ProsperTradingAcademy's Scott Bauer says he "would not want to short" Okta Inc. (OKTA). He sees the cybersecurity stock breaking out fo...
July 9 is the Trade Deadline for ‘Nearly Every Country’, But Expecting More Delays
27 May 2025
Contributed by Lukas
Jeffrey Kleintop says the E.U. trade talks will be much slower than the U.K. or even China because it requires collective agreement from the Union cou...
E.U. Tariff Delay & "Solid" Durable Goods Orders Bolster Rally
27 May 2025
Contributed by Lukas
Reporting from the @cboeglobalmarkets, Kevin Hincks notes comments from the Trump administration on the EU tariff delay leading to this morning's ...
Tariffs & A.I. Demand Concerns in NVDA Earnings, Musk's "24/7" TSLA Return
27 May 2025
Contributed by Lukas
The biggest name on Wall Street reports earnings after the bell tomorrow. Jenny Horne talks all things Nvidia (NVDA) ahead of the report that's ex...
Options Corner: XYZ Upgrade and Example Trade
27 May 2025
Contributed by Lukas
Block (XYZ) catches an upgrade to begin the week, as BNP Paribas lifts the fintech company to an Outperform rating with a $72 price target. Rick Ducat...
Arora: "360 Degrees Look" at OKTA, Cybersecurity Stocks
27 May 2025
Contributed by Lukas
Nigam Arora provides in-depth insights ahead of Okta (OKTA) earnings and the importance of the cybersecurity/digital identity stocks. He says the soft...
Easing Tariffs, Resilient Consumers & Reasons to Remain Bullish
27 May 2025
Contributed by Lukas
Eric Sterner joins Caroline Woods at the NYSE to explain his bullish stance on the market. He says investors need to get past this "cloud of unce...
Chart of the Day: LUV Bags Fee Begins
27 May 2025
Contributed by Lukas
Rachel Dashiell looks at the chart of Southwest Airlines (LUV) as fliers embrace the new normal: bags fees. Rachel says since the first week of May, s...
Equities Rally on Tariffs Delay, NVDA Earnings Await
27 May 2025
Contributed by Lukas
Kevin Green kicks off the holiday shortened week with a full dive into the top storylines of the week. He looks at the weekend developments out of the...
Stock Market Morning Minute: Tariffs, TSLA, Temu
27 May 2025
Contributed by Lukas
Equity futures are on the move higher after the Trump Administration announced a delay of its 50% tariff hike on the E.U. to July 9. Tesla (TSLA) shar...
U.K. Investors Flocking to U.S. Markets
26 May 2025
Contributed by Lukas
Charles Schwab's Lisa Kidd Hunt shares her insights on the global investing landscape. Despite market volatility, Schwab's international clien...
Charting DKS, ANF & BBY: Retail Earnings This Week to Test Tariffs
26 May 2025
Contributed by Lukas
More retail earnings are on deck this week and will give investors a clearer picture into the tariff impacts. J.D. Durkin talks about the pressures Di...
Powers: WDAY Looking Strong Long-Term Despite 10%+ Sell Off
26 May 2025
Contributed by Lukas
Paul Powers goes Inside Out on Workday (WDAY) after earnings. “The market was looking for more aggressive growth signals,” he argues as the stock ...
Retailers "In Hot Seat:" Can Consumers Stay Resilient Against Tariffs?
25 May 2025
Contributed by Lukas
Alexis Browne Roberts calls this earnings season "very interesting" for retailers. She notes strength in companies like Home Depot (HD) and ...
AMSC CEO on Growth, Tariffs, and Why it is Critical in the Power Supply Chain
24 May 2025
Contributed by Lukas
Daniel McGahn, President & CEO of American Superconductor (AMSC), discusses the company’s recent earnings and its outlook. The company is focuse...
Mag 7 Becoming "Utilities," Not Growth Names
24 May 2025
Contributed by Lukas
Ahmed Riesgo argues that the Saudis are “purposefully flooding the market” with oil to aid the Trump administration by driving down the price of o...
Americans Taking Advantage of Lower Gas Prices for Memorial Day
23 May 2025
Contributed by Lukas
Americans are expected to travel in masses for the Memorial Day weekend, though @gasbuddy's Patrick DeHaan says they're still "jittery&qu...
Overlooked Stock: MIR Rallies to 16-Year High
23 May 2025
Contributed by Lukas
Mirion Technologies (MIR) rallied to highs not seen since 2009 after President Trump signed executive orders meant to accelerate approvals for nuclear...
"Impressed" with Tariff Volatility Dip-Buyers, Next Week's Road Ahead
23 May 2025
Contributed by Lukas
@CharlesSchwab's Joe Mazzola says there's a lot to take away from today's trading session. For one, he's "impressed" with th...
Streible: Bitcoin $150k-$200k by Year-End Not Out of the Cards
23 May 2025
Contributed by Lukas
Phil Streible's take on Bitcoin? "Really incredible." He says the "euphoria" is there with open-interest reaching an all-time ...
Buchanan: Taking Our Cues From the Fixed Income Market
23 May 2025
Contributed by Lukas
Keith Buchanan points to "very critical levels" on the 10 & 30-year yields putting pressure on risk-on assets. He adds that his approach...
Retail Round-Up: Dana Telsey on TJX, ROST, DECK
23 May 2025
Contributed by Lukas
Dana Telsey discusses this week's notable retailer earnings and explains why certain brands are performing better than others in the face of tarif...
SPX Closes Near 200-Day SMA, Bulls Holds NDX Consolidation Range
23 May 2025
Contributed by Lukas
Friday's session closed off the lows but heavier selling pressure pushed stocks off highs. The week closed down for the second time in the last se...
Bhansali: 'Orderly' Selling to Fiscal Headlines Show Limited Concern
23 May 2025
Contributed by Lukas
Even with selling action surrounding Moody's U.S. credit rating downgrade and the 20-year bond auction, Maulik Bhansali says it was "orderly&...
Ellerbroek: Tariffs Risk to A.I. Growth, NVDA, GOOGL & MSFT Top Picks
23 May 2025
Contributed by Lukas
"The less we're talking about tariffs, the more optimistic I am," argues Jed Ellerbroek. He sees promise in A.I. but says it can change ...
'Uncertainty' in Buying Bonds, Skepticism in Bitcoin & Equity Rally
23 May 2025
Contributed by Lukas
Michael Green throws cold water onto market positivity. In bonds, he talks about why buying at rates of 4.5% is about much more than the number itself...
$150K Bitcoin's "Right Around the Corner," Stable Coin's Support of U.S. Dollar
23 May 2025
Contributed by Lukas
Damon Polistina and James Gernetzke see Bitcoin having a "long-term" run higher. For James, he sees $150,000 "right around the corner&q...
"It's Getting Interesting" for Nuclear Power, OKLO & Similar Stocks Rally
23 May 2025
Contributed by Lukas
Oklo Inc. (OKLO) rallied more than 20% Friday after President Trump said he would sign executive orders streamlining the approval process for nuclear ...
Bitcoin's Transformation From 'Store of Value' to 'Programmable Money'
23 May 2025
Contributed by Lukas
Willem Schroé joins Next Gen Investing to discuss the adoption trends taking place in the crypto space. He points to the GENIUS Act passing in the U....
TSLA Investor Confidence Reignites on Robotaxi & A.I. Long-Term Outlook
23 May 2025
Contributed by Lukas
@LikeFolio's Andy Swan says Tesla (TSLA) web visits dipped 13% year-over-year, but that doesn't distract his bullish view on the company. He b...
Lang: AAPL Onshoring ‘Not Realistic,’ It’s ‘More About India’
23 May 2025
Contributed by Lukas
Bob Lang says it’s “not realistic” for Apple (AAPL) to bring manufacturing to the U.S., saying it would mean an “extreme move to the downside”...
The Big 3: AMZN, CART, ROKU
23 May 2025
Contributed by Lukas
Mike Shorr with @ProsperTradingAcademy focuses on three companies with expansive reach in ecommerce and digital advertising. He notes Maplebear (CART)...
20-Year Bond Auction a Bellwether: What it Means
23 May 2025
Contributed by Lukas
Steve Kolano explains why the lackluster 20-year bond auction is important as a bellwether for demand across the curve. He digs into why it could impa...
What to Watch in Fixed Income as Yields Rise
23 May 2025
Contributed by Lukas
John Lloyd prefers the front end of the yield curve as he waits to see if trade policy worsens and economic growth slows. He likes the credit markets ...
NVDA Tariff Pressure Into Earnings, Impact on Chip Exports & NVDA Options Trade
23 May 2025
Contributed by Lukas
Nvidia (NVDA) reports earnings on Wednesday next week, and Marley Kayden expects to see market moving numbers yet again. The critical issue Nvidia fac...
DECK & ROST Step Back on Tariffs, INTU Rallies Against Market Sell Off
23 May 2025
Contributed by Lukas
Deckers (DECK) becomes the latest example of Wall Street's emphasis on guidance. UGG and Hoka's parent company stumbled back near its 52-week ...
SPX Tests 200-Day SMA & MACD Ahead of Holiday Weekend
23 May 2025
Contributed by Lukas
President Trump's tariff threats against the EU and Apple (AAPL) opened a slide in markets before the Memorial Day holiday weekend. Kevin Green no...
AAPL Future Uncertain in Tariff Volatility, Dan Ives Ups TSLA Price Target
23 May 2025
Contributed by Lukas
J.D. Durkin dives deeper into President Trump's threat of tariffs on Apple (AAPL). The president wants more U.S. production, though J.D. points to...
Markets Sell Off & VIX Explodes on E.U., AAPL Tariff Threats
23 May 2025
Contributed by Lukas
The tariff talk is back. President Trump threatened 50% tariffs against the E.U. that he says are effective June 1st. He also threatened 25% against A...
Options Corner: AAPL Faces Tariff Turmoil
23 May 2025
Contributed by Lukas
Apple (AAPL) takes a hit after President Trump threatened the company with 25% tariffs on any iPhone sold in the U.S. that are made overseas. Rick Duc...
Boloor on NVDA: Isn't Just Another Chip Company
23 May 2025
Contributed by Lukas
Nvidia (NVDA) earnings will take center stage next week. Despite recent negative headlines impacting its China business, Shay Boloor says NVDA is in p...
Underhill: Tariffs Are Inflationary, Bond Vigilantes are Back
23 May 2025
Contributed by Lukas
In the face of trade uncertainty and "inflationary" tariffs, Michael Underhill says investors need to have "real assets" in a port...