Dan Ahrens on Pot Stock Outlook & MSOS ETF After Reclassification
Dan Ahrens, managing director at AdvisorShares, discussed the outlook for the MSOS cannabis ETF in light of the DEA’s recent decision to move cannabis from Schedule I to Schedule III, a regulatory shift he called the biggest development for U.S. cannabis investing. He explained that a final rescheduling hearing is slated for the last week of June, with the acting attorney general selecting a judge and the DEA head already signaling approval. Nasdaq and the NYSE are in talks to list U.S. cannabis companies, while banks anticipate lifting the 280E tax penalty and other banking restrictions that have kept many firms trading OTC. Ahrens highlighted Curaleaf’s 385% one‑year gain as a standout example, noting that investors still carry “PTSD” from the sector’s volatility and past losses. He urged treating cannabis as a satellite allocation rather than a core holding, given the sector’s unpredictable political and regulatory environment. If the summer reforms materialize, the sector could see a surge in institutional capital, broader exchange listings, and improved margins, but investors should remain cautious and limit exposure to the still‑volatile market.
Expectations in Trump, Jinping Summit, SK Hynix & AI Wealth Funds
The video centers on the imminent Trump‑Jinping summit in Beijing and its ripple effects across trade, geopolitics, and technology, while also touching on labor unrest at South Korean chipmakers and emerging ideas about AI‑driven wealth distribution. Analysts note that the truce...
Stock Market Today: HIMS Misses, CRCL Surges & LITE Joins Nasdaq-100
All four major U.S. indexes closed higher on Tuesday, with the S&P 500 and the Nasdaq‑100 each posting fresh all‑time highs. Energy stocks led the rally, while communications, consumer staples and discretionary lagged. The day's standout moves came from a mix of...
OUST CEO on Future of Robotics, Autonomous Driving
Ouster reported a strong earnings quarter, beating revenue estimates and delivering 55% year‑over‑year product revenue growth, marking its 13th straight quarter of expansion. CEO Angus Pacala highlighted the company’s role as the “eyes of autonomy” across robotics, automotive and industrial...
Emons on Jobs Data: "This Is a Great Report"
The interview with Ben Emons, CIO of Fed Watch Advisors, opens with a quick rundown of the April jobs report: the economy added 115,000 positions and the unemployment rate held at 4.3%, comfortably above consensus forecasts. Emons frames the data as...
Tony Zhang's Example Options Trades in IWM & ORCL
Tony Zhang, chief strategist at Options Play, opened the discussion by highlighting the strength of the current earnings season, noting a projected 27% year‑over‑year EPS growth for the S&P 500. While tech and AI stocks have powered a roughly 17% rally...
Schwab CEO on Removing Investment Barriers #shorts
On National Investing Day, Schwab CEO highlighted the firm’s ongoing mission to dismantle traditional obstacles that have kept many Americans out of the equity markets. He noted that Schwab has removed commissions and introduced $5 fractional‑share purchases at no cost, allowing...
Bull vs Bear: DIS Looking for Turnaround
The Fast Market segment centers on Disney's upcoming earnings and whether CEO Josh Kelley can reverse a downtrend. Analysts note a 10% YTD stock decline, a 9% YoY gain, and Wall Street forecasts of $1.49 EPS on $25 billion revenue. Key performance...
Options Corner: Investors Cooling on PLTR Ahead of Earnings
The segment focuses on Palantir Technologies (PLTR) as earnings approach, highlighting waning investor enthusiasm. Host Rick Duquette examines the stock’s chart to gauge sentiment ahead of the upcoming report. Duquette notes PLTR has risen only 16.4% year‑to‑date, far lagging the broader...
U.S.-Iran Tensions Loom Over Key Data & Earnings Week
The broadcast opened with a rapid‑fire update on escalating U.S.–Iran tensions in the Strait of Hormuz, where Iranian state media claimed two missiles struck a U.S. warship, prompting an immediate spike in crude futures before the Pentagon denied the incident. Traders...
Stock Market Today: Tech Sector Fall, SPOT & STX Report Earnings
The market opened flat but closed in the red, with the Russell 2000 and Nasdaq slipping more than 1% and the S&P 500 down half a percent. Tech stocks bore the brunt after a Wall Street Journal report revealed OpenAI missed internal...
The Key Bottleneck CROD Serves in AI Trade #shorts
The video examines why AI‑related equities are tumbling and highlights a new hardware bottleneck that CROD (formerly Credo) is targeting. After OpenAI’s missed revenue targets, investors shifted from ChatGPT to Claude, exposing memory‑and‑data‑movement limits that throttle inference. CROD’s ZeroFlap technology uses...
Options Corner: Biting Into AAPL Technicals & Options Ahead of Earnings
The video is an Options Corner segment where lead market technician Rick Duquette breaks down Apple’s (AAPL) chart ahead of its upcoming earnings release. He compares Apple’s price action to the S&P 500, noting a near‑perfect correlation but a clear...
INTC Earnings Adds Muscle to AI Chip Trade, Gauging Geopolitical Tensions
The video centers on Intel’s latest earnings report, which delivered a surprising beat on AI‑chip revenue and sent the stock up more than 20% in early trading. The surge underscores the broader AI‑driven rally in the semiconductor sector, where names...
Adams: Markets Need Mag 7 "Passing of the Baton," Favors Small Caps
Chief market strategist Gina Martin Adams said the market is shifting away from the so‑called Mag Seven mega‑caps toward small‑cap, emerging‑market and non‑domestic stocks, a rotation that could underpin a more sustainable bull run. She highlighted that energy earnings are projected...
Bull V. Bear: Why INTC Might Need to "Promise the World" In Guidance
Intel is set to release its Q2 earnings after market close, with Wall Street forecasting roughly $12.3 billion in revenue and earnings per share hovering around breakeven. The chipmaker’s stock has surged more than 200 % over the past year as investors...
IBM Earnings Preview & Options Trade: Can Stock Recovery YTD Losses?
The segment previewed IBM’s upcoming earnings report, noting the stock’s 13% drop earlier this year and its current position 15% above that low, while traders gauge whether the results can spark a recovery. Wall Street forecasts $1.81 earnings per share on...
Oil Higher, Stocks Higher: Investors Turn Away From Iran & Toward Earnings
The market opened the day with a rare combination: oil prices climbing above $90 a barrel while equity indices posted gains. Analysts linked the oil surge to recent attacks on three cargo vessels, two reportedly seized by Iranian forces,...
Stock Market Today: Iran Volatility Reignites, GOOGL & MRVL Deal, ASTS Sells #shorts
The market wrap highlighted a stalled rally, with the Russell 2000 the only index posting a modest 0.6% gain while the S&P and Nasdaq slipped. Geopolitical tension resurfaced as the two‑week U.S.–Iran cease‑fire nears expiration, prompting scheduled talks in Pakistan...
LYV Found Liable in Illegal Monopoly: What Happens Next for Music Industry?
The video discusses a recent jury verdict that found Live Nation and its Ticketmaster subsidiary operating an illegal monopoly over concert ticket sales. The decision follows a long‑standing antitrust battle, with the Department of Justice’s 2020 settlement rejected by 33...
Crypto's Evolving Ties to Traditional Finance as Products Hit Mainstream
The video examines how crypto’s newest yield‑bearing stablecoins, vaults and structured products are blurring the line between decentralized finance and traditional Wall Street offerings. By packaging on‑chain assets into familiar financial primitives, these products are attracting both retail savers and...
@Gasbuddy Talks Strait of Hormuz Current & Future Gasoline Disruptions
The interview with Patrick Dan, head of petroleum analysis at GasBuddy, centers on how the ongoing blockage of the Strait of Hormuz and the broader geopolitical fallout are shaping current and future gasoline markets in the United States. Dan highlights that...
Crypto Corner: BTC, ETH Iran Resiliency & Kevin Warsh's Crypto Holdings
The segment opened with Schwab’s Adam Lynch highlighting crypto’s recent price surge, noting Bitcoin’s 14% gain and Ethereum’s 23% rise since the onset of the U.S.–Israel‑Iran tensions. Both assets now sit near their 100‑day moving averages, suggesting a potential new...
Morning Minute: AVGO & META Deal, ASML & BAC Earnings #shorts
The morning brief highlights three market movers ahead of Wednesday’s open: Broadcom’s expanded partnership with Meta on MTIA AI accelerator chips, ASML’s earnings beat with a raised full‑year outlook, and Bank of America’s double‑digit earnings surprise. Broadcom’s stock ticked higher pre‑market...
How a SpaceX IPO Could Reshape Markets, ETFs, and the Space Industry
The conversation centered on the looming SpaceX initial public offering and its potential to reshape financial markets. Analysts highlighted that index providers worldwide are already considering rule‑book changes to admit the company sooner than traditional waiting periods would allow, underscoring...
SPX to 8,100? Dow Jones to 100,000 by 2030? James Demmert Offers Index Bull Cases
James Demer, founder and CIO of Main Street Research, reiterated his bullish outlook for U.S. equity indexes, forecasting the S&P 500 to hold above 8,100 and the Dow Jones to double to 100,000 by 2030. He linked the targets to a...
Is the AI Infrastructure Boom Real? CRWV, Chipmakers, and Concentration Risk
The segment’s focus was CoreWeave’s announcement of a multi‑year data‑center partnership with Anthropic, sparking fresh debate on whether the AI infrastructure boom is sustainable or merely hype. Analysts highlighted that the deal’s terms—particularly guarantees on next‑generation chip access and usage commitments—remain...
CPI "Not as Hot" As Wall Street Expected, Crude Oil's Impact on Fixed Income
The show opened with Schwab’s fixed‑income strategist Cooper Howard dissecting this morning’s CPI release, noting that headline inflation jumped 0.9% month‑over‑month, largely on surging oil and a 21% rise in gasoline prices, while core inflation showed modest improvement. Because the headline...
Seana Smith "Cautiously Optimistic" On U.S.-Iran Ceasefire & MSFT Bull Case
Shana Smith, senior investment strategist at Global X ETFs, weighed in on the recent two‑week U.S.–Iran ceasefire. While the truce has eased immediate geopolitical tension and sparked a sigh of relief on Wall Street, she cautioned that it is too...
Ca$htag$: Can WMT Win Retail War Against AMZN & TGT?
The discussion centered on Walmart’s evolving competitive position against Amazon and Target, emphasizing its rapid digital‑traffic gains and the broader retail‑war narrative. Analysts highlighted that Walmart’s online visits are climbing faster than Amazon’s, translating into tangible market‑share gains and stronger...
Options Corner: BA Sees Tight Correlation with SPX
In this Options Corner segment, lead market technician Rick Duquette examines Boeing (BA) stock, noting its unusually tight correlation with the S&P 500 and how that relationship can serve as a trading signal. Duquette points out that BA is trading in...
Chart of the Day: PLTR Sideways Trading Action
The video spotlights a technical‑focused chart of the day for Palantir Technologies (PLTR), featuring senior manager Rachel Deshele of Charles Schwab’s trading services. The discussion centers on the stock’s recent month of flat, sideways movement and the potential for a breakout...
Tom Plumb: AI a Tool, Not Jobs Replacement & Explaining Energy's Role in Capital Flows
Tom Plumb, portfolio manager of the Plumb Funds, argues that artificial intelligence is a productivity enhancer rather than a job‑killing force, and he ties this view to broader capital‑allocation decisions in the energy sector. He likens AI to an aircraft autopilot:...
Presidio (FTW) Co-CEO on U.S. Production Trends, Using AI in Oil Industry
Will Ulrich, co‑CEO of Presidio, detailed how the firm is deploying artificial‑intelligence use cases to optimize U.S. oil production, positioning its platform as a digital backbone for the sector. He explained that Presidio’s system fuses real‑time sensor data with predictive...
Austin Lyons on NVDA, ARM, Google TurboQuant & New AI Innovations
Nvidia’s latest GPU enhancements are reshaping large‑language‑model inference, delivering notable latency reductions. Arm Holdings is positioning its low‑power CPUs to address the efficiency bottleneck that GPUs face, aiming to fill the performance‑energy gap. Google’s TurboQuant tool leverages existing Micron and...
PLTR "One of One:" Why LikeFolio Labels AI Software Giant "Winner" On All Fronts
Palantir Technologies (PLTR) posted strong year‑over‑year growth and demonstrated resilience amid heightened macro‑economic volatility linked to the U.S.–Iran conflict. Andy Swan of LikeFolio highlighted the firm as a “winner” on all fronts, citing consumer‑web trend data that places Palantir ahead...
The Big 3: SWBI, AAPL, DELL
Tim Bohen of Stockstotrade highlighted three stocks he believes will outperform in today’s volatile market: Smith & Wesson Brands (SWBI), Apple (AAPL), and Dell Technologies (DELL). He argues that ongoing U.S.-Iran tensions could lift SWBI, while Apple’s deepening AI investments...
Daily Trader: Weekly Weakness in Stocks & Travel's Tentative Relief #shorts
U.S. and Iran tensions have reignited market volatility, pushing Wall Street into a fifth consecutive week of declines. The conflict has spiked crude oil prices, adding pressure to equity valuations across sectors. Despite the broader sell‑off, Alex Coffey highlights a...
SPX Market Breadth Sours as U.S.-Iran War Continues
U.S.‑Iran hostilities are keeping S&P 500 market breadth weak, with fewer than half of the index’s constituents trading above their 200‑day simple moving average. Analyst Joe Mazzola says the market’s ability to rebound hinges on Friday’s closing level, and he...
Analysts Raise NFLX Price Targets After Streaming Giant Raises Service Prices
Netflix announced a price increase for all its streaming tiers, prompting several Wall Street analysts to raise their price targets on the stock. The hikes are positioned as a response to rising content costs and inflationary pressures. While the higher...
Friday's Morning Movers: GOOGL "True" AI Winner, TSA Aid, CCL Earnings
Markets are sliding, yet Wells Fargo raised its price target on Alphabet, calling the tech giant the "true AI winner" among the Magnificent Seven. The upgrade highlights Google’s aggressive rollout of generative AI across cloud, search and Gemini platforms. The Department...
KG: Iran Responds to U.S. 15-Point Plan & Commodity Impacts on AI Chips, Materials
The segment opened with Iran’s semi‑official news agency confirming a response to the United States’ 15‑point cease‑fire proposal, injecting cautious optimism into a market still jittery over Middle‑East tensions. At the same time, Treasury auctions have turned unusually weak – the...
Options Corner: Analyzing AMZN Underwhelming Price Action to Start 2026
The video from Options Corner dissects Amazon's muted price action entering 2026, despite bullish analyst forecasts and recent AWS growth. Hosts note Amazon’s stock is up merely 2% year‑to‑date, a stark contrast to 120% gain over three years; technicals show a...
Lightbridge (LTBR) CEO on Nuclear Power's Future in U.S. & OKLO Partnership
In a Morning Movers interview, Lightbridge CEO Seth Gray outlined how the U.S. Department of Energy’s newly announced UPRISE initiative could reshape the domestic nuclear landscape by leveraging existing reactors to meet soaring energy demand driven by AI and data‑center...
From LNG & KMI to OKLO & CEG: Joe Rinaldi Offers Energy Bull Cases
Joe Raldi, CIO of Quantum Financial Advisors, used the interview to argue that the “crude oil train has already left the station” and that investors should pivot from headline‑driven oil bets to more logical, long‑term energy plays such as natural...
Monday's Final Takeaways: Gold & AI Memory Chips Left Out of Market Rally
The video recaps Monday’s market action, focusing on gold’s volatile bounce after an 8% flash crash and the rally in travel‑related equities. Gold steadied near $4,400, still 17% below its January peak, while airline and cruise stocks jumped 4‑9% as...
AI "Gobbling Up" RAM Will Power SNDK Continuing Rally #shorts
The video spotlights how artificial‑intelligence workloads are gobbling up system memory, driving a sharp rise in DRAM and RAM prices. Consumers notice the impact when upgrading laptops or desktops, often confronting eye‑watering cost estimates for additional memory modules. The host...
Why a U.S. Energy Export Ban Is a Last Resort Amid Oil Volatility
The interview examines a possible U.S. ban on crude oil exports as a last‑ditch tool to tame domestic fuel prices amid the Middle‑East conflict and volatile global markets. Analyst Michelle Brohard notes the United States ships roughly 4‑5 million barrels of crude...
Serve Robotics (SERV) CEO on White Castle Partnership & AI Expansion Into Hospitals
Serve Robotics CEO Ali Kashani highlighted the company's recent achievements, noting a fourth‑quarter earnings beat and a raised guidance. He confirmed that the firm now operates roughly 2,000 autonomous delivery robots across six major U.S. metros and 20 municipalities, marking...
Hidden Pitfalls in ORCL Earnings & CRWV "Pure Play" Counterpoint
The video dissects Oracle’s latest earnings beat, highlighting a 44% cloud‑revenue surge alongside a modest 22% total‑revenue increase and a staggering $553 billion backlog that jumped 325% year‑over‑year. Analysts note that while top‑line growth looks strong, capital expenditures now exceed quarterly revenue,...