Large Cap Stocks Podcasts
Large Cap Stocks Podcasts
Large Cap Stocks Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The episode reviews a turbulent week in U.S. markets, highlighting a slide in major indexes as investors bet against the S&P 500 and retail trading activity hits a two‑year low. Big‑tech giants Meta and Alphabet faced landmark lawsuits over harmful effects on minors, prompting sharp stock declines and sparking talk of a "big tech, big tobacco" moment, while Alphabet’s new AI‑efficiency algorithm sent chip stocks tumbling. Energy stocks surged, with oil prices near $113 per barrel after geopolitical tension in the Strait of Hormuz, boosting ExxonMobil, Chevron and ConocoPhillips. The broader market outlook grew gloomier as consumer sentiment fell and expectations for any Fed rate cuts this year evaporated.
In this episode, WSJ reporter Kelly Clunan breaks down how U.S. retailers are navigating a holiday quarter marked by price‑conscious shoppers, inflation pressures, and rising delivery expectations. Walmart and Target are accelerating same‑day and next‑day delivery, while Walmart also leverages...
In this episode, host Melanie Schaefer and CraneShares senior investment strategist Derek Yan discuss how the concentration of U.S. mega‑cap stocks is driving investors to seek diversification in emerging markets (EM), especially as the dollar shows signs of weakening. Yan...
David and Kevin analyze the S&P 500’s prolonged tight‑range trading, noting heavy short‑selling and bearish sentiment. They explore scenarios where the Magnificent 7 and broader software stocks rally, potentially sparking a market upside, while also highlighting the resilience of international markets,...
In this February 17, 2026 episode, Lawrence Fuller reviews a turbulent market week where the S&P 500 erased its yearly gains, driven by a 7% decline in the “Magnificent Seven” mega‑cap tech stocks. He explains how the tech rotation is pulling...
In this episode Dave breaks down Amazon’s near‑10% stock plunge, contrasting it with an 8% e‑commerce growth rate and record‑high AWS revenue. He examines the factors behind the dip, including aggressive 2026 capital spending and investor skepticism about AI initiatives...
In this episode, host Michelle Martin breaks down Singapore's Budget 2026, highlighting Prime Minister Lawrence Wong's AI‑centric growth plan and its implications for local equities and AI‑infrastructure stocks. She then shifts focus to China, evaluating the prospects of EV leaders...
David and Ian examine why the S&P 500 remains stuck in a narrow trading range, highlighting the gap between the index’s headline performance and the average returns of its individual constituents. They explore market breadth and sentiment, noting a persistent...
The episode examines Grab’s turnaround from losses to a US$268 million profit, its US$500 million share buyback, and investor concerns about growth and the US$425 million Stash Financial acquisition. It also breaks down Singapore’s 2026 budget, highlighting AI initiatives, tighter CDC payouts, and...
