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The top market stories and financial headlines of the day.
This week
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The ‘Wild West’ of College Sports Finance
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Rebecca Walser on Private Credit 'Contagions' Pressuring Wall Street
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Asbury 6 Goes Red: What Market Internals Signal
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Abra CEO on Bitcoin’s Bounce Back & Planned SPAC Merger
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Janasiewicz: Look Beyond Mag 7 as Crude Oil Volatility Continues
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No Rate Cut Until December? How Crude Oil & Iran Upset Fed's Dual Mandate
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Swarmer (SWMR) CEO on Drone & Software Growth Amid 600% Post-IPO Rally
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Housing Market Finally Normalizing Post-Pandemic?
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Lululemon (LULU) Needs to Change the Narrative, is a New CEO Their Chance?
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Venu Holding (VENU) CEO on Meeting Record Fan Demand for Live Events
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Fed's 'Tightwire' Act: Oil, Private Credit & Uncertainty Rattles Interest Rate Balance
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Caleb Silver's NVDA GTC 2026 Takeaways, Mag 7 Conviction Trends
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Beta Technologies (BETA) CEO on Transforming Flying
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Smaller Tech IPOs Can Gain ‘Thousands’ of Times After Going Public
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What to Know About the Housing Affordability Bill
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Boosting Portfolio Defenses: Adam Coons on Combatting Volatility & Software Sell-Off
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Bill Davis’s Stock Picks in Broadening Market: DOW, ADM, COR, TT
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Software Giants v. AI: Ways GOOGL, MSFT & CRM Stand Out
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The Big 3: NVDA, IBM, AAPL
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Ghabour: 'High Probability' of 10% SPX Correction, Tech Buy Opportunities Coming
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Nvidia GTC 2026 Begins: NVDA Levels to Watch & Example Options Trade
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FOMC to 'Take Their Time' Cutting Interest Rates?
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Rosen: Market Underestimating the Bull Narrative
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Opportunities in a Volatile Market: Software, Health Care, Industrials
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Stablecoin's Future in Finance: Bull Case Linked to Banks & Credit Cards
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'Cautious Optimism' in Iran Pushes Crude Lower, NBIS & META Deal Sparks AI Rally
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Finding Investment Opportunities Amid Iran Volatility, in Emerging Markets
Last week
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Tech Corner: IBM's Anthropic Question
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Conzo: Don’t Panic, Rebalance Your Portfolio
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Cruise Stocks Pull Back, Bulls See Opportunity
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Dan Deming's ADBE Example Trade
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Focus on Friday's Close, SPX Levels at $6800 & Implied Volatility
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TSMC, ASML, SPOT: International Opportunities to Watch
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How Oil Geopolitical Shock Could Impact Entire Globe
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Eyes on Energy to End Turbulent Week for Crude Oil
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Payoneer (PAYO) CEO on the Boom in Cross-Border Payments & Stablecoin
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AI's Next Steps & GOOGL, META, AMZN 'Early Monetizers' Leading Momentum
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Dick’s Sporting Goods (DKS) Earnings Focus on Foot Locker Integration
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Market is ‘On Sale’ for Long Term Investors: Defense, Consumer Staples, Metals
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Kevin Mahn 'Surprised' by Stock Market Strength, Favors KTOS, HII & LHX
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Ben Emons on Navigating Energy Volatility & Other Sectors to Watch
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Stock Market 'Cautious' Thursday: Crude Oil Spikes Again, Chemicals Rally
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Serve Robotics (SERV) CEO on White Castle Partnership & AI Expansion into Hospitals
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Crypto Corner: Bitcoin Withstands Iran Volatility as Breakout Takes Shape
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‘Narrative is Way More Important’ Than Numbers in Adobe (ADBE) Earnings
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United States Antimony (UAMY) CEO on Department of War Contract & Metal Outlook
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Finding AI & Tech Concentrated Value in Times of High Volatility
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Dana Telsey's Retail Big Picture: KSS Earnings, TGT v. WMT & Industry Direction
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KG on Oil Headwinds 'Markets Not Pricing In' & ORCL Earnings Rally
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Housing Market Looking Towards ‘Really Nice Spring Selling Season’
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Housing Market's ‘Gradual Climb’ Needs Momentum
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Taking Advantage of Oil Worries in Global Fixed Income
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Tsakos Energy (TEN) CEO on Strait of Hormuz, Oil Disruption & Earnings
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'Wildcard' Energy Market: Why Elevated Oil Prices Play Big Part in Economy
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Avoiding Oil Market Disruption & NVDA's 'Extremely Strong Outlook'
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Aptera Motors (SEV) CEO on Creating a Solar Electric Car Built for ‘Efficiency’
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‘Really on a Time Crunch’ to Resolve High Oil Prices
This month
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Investing in MARS: ETF Using RKLB, LUNR, ASTS & Others as Tech Evolves
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Tech Corner: NVDA Core of AI Trade
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Age of AI Career Tips: Advice with Erin Talks Gen Z Jobs & Adaptability
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Why AI is Helping Small Business Job Creation
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AI Enthusiasm ‘Out the Window’, Market Focused on Geopolitics
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It’s Not Just Oil: 25% of Fertilizer Also Moves Through Strait of Hormuz
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Husslein: COST Earnings Strong, Outlook Faces Potential Disruption
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Game of Chicken in Crude Oil? Simon Lack's Energy & Iran Outlook
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Dan Ives: Bullish on Data Centers, PLTR & MSFT 'Garage Sale Prices,' NVDA AI King
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D-Wave (QBTS) CEO on Earnings, Quantum Computing Profits & Acquisitions
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Is Berkshire Hathaway (BRK/B) Culture Breaking Under Greg Abel?
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AVGO Earnings Support AI Bull Narrative & Copper, Broadcom Options Trade
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Jay Woods on Volatile Trade Opportunities, Software 'Guilty Until Proven Innocent'
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Commercial Real Estate's 'Slow' Rebound, Identifying Winners & Losers in Recovery
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Thummel: U.S. Energy Security to Offset Extreme Prices, AI More Intertwined in Sector
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How AI Is Changing the Way Americans Shop
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Sansoterra: NVDA 'Number One' AI Play, PLTR 'Expensive' Cost Worth Price
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A Sobering Shift for Big Alcohol
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Red Cat (RCAT) CEO on Earnings Potential in $1.5T U.S. Defense Spending
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Najarian: Brace for Incoming 3% to 5% Rally, Using Short-Term Bitcoin Options Plays
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The 5 Best Retailers in the Country & Outlook for Consumer Spending
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Finding Diverse Opportunities & Assessing Market ‘Complacency’
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Finding Opportunities in the ‘Old Economy’
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AI's 'New Chapter' in Value & Defensive Trades in Evolving Tech
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FOMC Focus Shifts Amid Private Credit Risks, Oil's Risk to Inflation
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International ETFs Surge: Todd Rosenbluth Explains What's Driving Global Push
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SVP & GM of ServiceNow (NOW) on Moveworks, CVS & AI Future
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Willis: Bitcoin & Ethereum 'Buy' 50% Below Record Highs, ETFs Adding Exposure
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Ghabour: Small Caps, Housing & EEM Opportunities, AI Stocks Will Struggle
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Target Hits Earnings Bullseye, TGT Rallies on Deep Selling Day
Last month
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Tech Corner: SMCI Valuation Tailwinds, Financial & Competition Headwinds
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AEVA CEO: ‘Scale and Deployment’ of Autonomous Cars Only a Couple Years Away
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ZScaler (ZS) CFO on Earnings, Acquisitions, AI Threats & Guidance
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AvePoint (AVPT) CFO on Strong ARR, Making AI an ‘Accelerator’ Rather Than Risk
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Elanco (ELAN) CEO on How Their ‘Big Six’ Blockbusters Can Double Over the Next Few Years
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Circle (CRCL) CFO Talks Earnings & Bullish Crypto Outlook
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AI Bottlenecks Addressed in NVDA Earnings and Ways for Tech to Navigate
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Ethos IPO Signals a Digital Shift in Life Insurance
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NVDA Plunges After Opening Bell, Software Shows Bullish Traction
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Joe Maginot's Case Against NVDA & Finding New Market Opportunities
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Deep Dive in Inflation & Jobs Weakness Behind 4Q Economic Slowdown
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DELL Earnings Growth Hinges on AI Server Backlog & Adaptability
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Crypto Corner: Grok's /BTC Call, CRCL Earnings Pop
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Hatem Dhiab on Agentic AI Fears in Software, NVDA & TSLA Outlook
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Zeta (ZETA) CFO on Strategic Partnership with AI on ‘Most Important’ Product Athena
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Gibbs: Ralph Lauren (RL) Has 10% Upside After Latest Tariffs
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Pelosky: U.S. Turning Into an Emerging Market
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TJX Earnings & Shifting Consumer Spending Patterns
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KG's Take: NVDA Numbers Ahead, What to Watch
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Chart of the Day: IBM's Anthropic Selling
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DOCN CEO: Attracting AI-Native Customers for SaaS Services
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Two Sides to 'SaaS-pocalypse': AI Threat v. Cybersecurity, Mag 7 Giants
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AMD's $100B META Deal Shows 'Two Worlds' in Training & Inferencing
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HD ‘Distinguishing’ Itself from Competitors Through AI, Pro Segment
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Nano Nuclear Energy (NNE) President on UAE Deal & Space Aspirations
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Dickson: AI Trade is No Longer Driving the Market
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It's Not Just NVDA: META Buys 6GW of AMD Computing Power
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AI Capex Fears vs AI Disruption Fears: Which is Real?
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RDDT, FTNT, CLBT & PLTR to Lead 'Rip-Your-Face-Off' Software Rally?
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Woods: AMD 'Nothing But Remarkable' as NVDA Earnings Ahead
This year
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Tech Corner: META's Big AI Spend
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SEIC Powers Ahead: Strong Earnings and Strategic Shifts in Private Markets
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Mag 7 Earnings Recap: MSFT Tech Juggernaut, META 'AI Play' & TSLA Evolution
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MSFT v. META Earnings: Weighing the Good, Bad & Ugly in AI
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SNDK Stuns Markets in Earnings & Guidance Over 'Unprecedented Demand'
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D-Wave Quantum CEO on Latest Growth & Adoption Trends
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Crude Oil's 'Tough' 2025, Impact of Weaker Dollar
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How A.I. Reshapes Energy Consumption
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EARNINGS ALERT: AAPL
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AI Demand 'Here and Now:' Steven Dickens' Infrastructure Buildout Bull Case
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MUFG Americas CFO on Financing Billions for the AI Revolution
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Tesla's 'Hard Reset:' Explaining Gear Shift from EV to AI & xAI Investment
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TSLA EV Slowdown, Full Speed on AI: Earnings Highlight 'Critical' 2026 Ahead
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iPhone Sales, Siri & Google Gemini: AAPL Earnings Preview & Options Trade
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Consumer Spending & Blockchain Back Visa (V) Bull Case, Sentiment Waves Yellow Flag
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Ethos Technologies (LIFE) CFO on Disrupting Life Insurance With AI
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Firings, Hirings & Labor Market Latest
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Cruisin' World: RCL Earnings Takeoff
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EARNINGS ALERT: MSFT, META, TSLA, IBM
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Virtuix (VTIX) CEO on IPO, Using VR & AI to Create Walkable, ‘Photorealistic’ Worlds
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Daniel Rubino on MSFT 'Great Positioning,' AAPL on AI Sidelines & META Big Bet
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Why it Might be Hard for the Fed to Cut Rates in 2026
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Enova (ENVA) CEO on Credit Strength, Grasshopper Acquisition
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META Needs to Justify AI Spend in Earnings & Example Options Trade
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Herriage: Tech Rally in 'Early Innings,' TSLA 'Transformative' in AI & Robotics
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'Nervousness' Ahead of FOMC Decision, Why Waller Could Replace Powell
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META's 'Show Me' Earnings Story
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Dr. Cherry’s Diversified Energy Pick: EOG Resources (EOG)
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Trinity Capital (TRIN) on Record 2025, Financing Pre-IPO Companies
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UPS Doing a ‘Brilliant Job of Re-Engineering’ Itself
Older
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Crypto Corner: The Year Bitcoin Went Mainstream
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Swirski: Unemployment Angst Will Pressure Markets in 2026
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McClean: A.I. Driven by ‘Animal Spirits’, META, GOOGL Compelling
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Jay Woods’ 2026 Picks: XOM, FDX, ‘Cult Stock’ TSLA
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‘YouTube Has Become Television’: the Media Shake Up in 2026
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Microsoft (MSFT) 2026: Azure AI & Corporate Adoption
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Inside Out: Software Sector Opportunities
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2026 Bond Market Returns May Lag 2025
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NYE Top Stories: GOOGL Price Target Hike, NKE CEO Buys Shares, Hyatt (H) Hurricane Impact
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David Dietze’s Stock Picks for the New Year: FISV, DEO, UNH
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Nova Minerals CEO on Gold Rally
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A.I. Leads to Cloudy Investment Outlook
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Jay Hatfield’s 2026 SPX Target: 8,000
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Case That GOOGL 'Cannibalizes AI,' MSFT Better Positioned in Mag 7
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NVDA Groq Acquisition Turns Pages in Big Tech's 'New Playbook'
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Jon Najarian on 2025's Resilience, Silver's Stunning Rally & Tech Weakness
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Butowsky: META Manus Acquisition ‘Brilliant Move’, 25% Stock Upside
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Next Week’s Economic Data Will ‘Set the Course’ for the Fed
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Factors Behind Silver & Gold's Volatile Trade, Fed Chair Talks
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Supply & Demand: AI's Double-Edged Sword in Retail
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Dryden Pence's 2026 Mag 7 Bull Case, 'Constructive Across the Board' for SPX
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Tech Corner: AMZN Underperformance & Unique Outlook
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Crypto Corner: 2025's Biggest Disappointments & Wins
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WMT & TGT Holiday Retail Test, A.I. Acceleration's Sales Impact
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AMZN Evercore Top Pick, SoftBank Acquiring DBRG, KBH Price Target Cut
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Market Weighs Earnings to Valuation Balance, FOMC's 'Negative Equity' Issue
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META's $75B AI Bet: Patience and Metrics for 2026 Investors
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The Big 3: TSLA, LULU, SLV
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Pete Najarian’s 2026 Picks: C, GOOGL, CAT
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INTC Slides on NVDA Testing Halt

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