Earnings Growth, Jobs Resiliency & NVDA Make Wayne Kaufman "Super Bullish"
Wayne Kaufman says he is "super bullish" on the market, forecasting a sixth consecutive quarter of double‑digit earnings growth this earnings season. He believes the recent rally in the S&P 500 and Nasdaq‑100 is only the first leg, with earnings momentum set to drive further gains. Despite widespread concerns that AI could displace workers, Kaufman sees no weakness in the jobs market. He points to Nvidia and other chipmakers as the engine of a new productivity wave that underpins his optimism.
MSFT & GOOGL Still Undervalued? Molly Pieroni Sees Hidden Mag 7 Value
During a live NYSE interview, Molly Perrone, president of Yacktman Asset Management, explained why she still views Microsoft, Alphabet and even U‑Haul as undervalued despite record‑high S&P and Nasdaq levels. She emphasized a value‑oriented, owner‑like mindset that prioritizes risk‑adjusted returns...
Options Corner: UBER Extending Robotaxi Reach
The Options Corner segment dissected Uber’s recent share performance, noting a modest 1.5% decline year‑to‑date while the broader S&P 500 surged roughly 29%. Analysts highlighted that Uber remains entrenched in a downward‑sloping channel, with the price hovering near the channel’s...
Watch Who's at U.S.-Iran Negotiating Table, What BAC Earnings Mean for Big Banks
The video discusses two distinct topics: the evolving U.S.-Iran standoff over the Strait of Hormuz and the latest earnings report from Bank of America, highlighting how geopolitics and financial results are shaping market sentiment. Analysts note that the strait is effectively...
LLY V. NVO: Weighing Who's Winning the GLP-1 Industry
The video examines the intensifying GLP‑1 battle between Novo Nordisk and Eli Lilly, highlighted by Novo’s launch of a higher‑dose Wegovy at $399 cash price, which undercuts Lilly’s Zepbound pricing. It outlines the product landscape—semaglutide versus tirzepatide—and the strategic moves each...
Morning Minute: CRWV META Partnership, TSLA New SUV, MRVL New High #shorts
The Schwab Morning Minute highlighted three market‑moving stories ahead of Thursday’s open: CoreWeave’s expanded AI‑cloud partnership with Meta, Tesla’s development of a new, lower‑priced electric SUV, and Marvell Technology’s surge to a 52‑week high after a Barclays upgrade. CoreWeave and Meta...
Stock Market Today: Iran Ceasefire Deadline, AVGO & GOOGL Partnership, DAL Hikes Prices #shorts
Markets ended flat as volatility persisted, driven by a looming US‑Iran cease‑fire deadline and mixed corporate news. The S&P 500, Nasdaq and Russell 2000 posted modest gains, while the Dow slipped about 0.2 %. Geopolitical anxiety spiked after President Trump warned...
Ca$htag$: DAL "Pretty Strong" Pre-Earnings Thanks to Wealthy Customers
The video examines Delta Air Lines’ pre‑earnings positioning, emphasizing its premium‑focused strategy amid a K‑shaped economic recovery. Host Tom White and LikeFolio co‑founder Landon Swan argue that Delta’s clientele—business travelers and affluent leisure flyers—are less price‑sensitive, allowing the carrier to...
Perception V. Reality: Stay Nimble on Headlines as Wall Street Awaits U.S.-Iran Resolution
The broadcast centered on the clash between perception and reality as Wall Street watches the U.S.–Iran standoff. Host Nicole and guest Kevin Hanks highlighted President Trump’s aggressive Truth Social posts, the looming 8 p.m. deadline, and how every nuance of diplomatic...
March 2026 STAX: Investors Diversify Exposure, Still Buys Big Tech
Charles Schwab’s March 2026 stock report highlighted a subtle shift from outright risk‑off positioning to a more diversified approach, with investors adding a suite of non‑leveraged ETFs to their core holdings. The overall equity market slipped about 2% in the...
MSFT & META Bull Case in Market Priced for Fear
The conversation centered on heightened macro‑risk from soaring energy prices and the looming specter of stagflation, which places the Federal Reserve in a difficult policy bind. Guests highlighted that inflation is now driven by supply‑side constraints amid Middle‑East tensions, while...
ORCL Next Mag 7 Contender? #shorts
The video spotlights Oracle’s evolving narrative: beyond its legacy database business, the company is aggressively expanding its cloud infrastructure (OCI) and positioning itself as a genuine hyperscaler. The speaker highlights recent OCI growth north of 80%, dwarfing the roughly 30%...
March Jobs Report Beats Expectations #shorts
The March employment report surprised analysts, showing 178,000 net jobs added—well above the 65,000 consensus forecast. The unemployment rate edged down to 4.3% from 4.4%, while average wages rose only 0.2% month‑over‑month, missing the 0.3% projection. Job creation was concentrated in...
Retail Trends Around Easter Holiday: Brighter Than Expected?
Adobe Digital Insights reported a 250% jump in Easter weekend spending, far exceeding the 132% increase seen last year. The surge reflects consumers concentrating discretionary purchases around holiday events as the early‑spring sales calendar kicks in. Category data shows plastic eggs...
U.S.-Iran War's Impact on Bitcoin, Crude Oil & FOMC's Near-Term Headwinds
James Butterfield, head of research at CoinShares, joined Morning Movers to assess how the U.S.–Iran war, volatile oil prices, and looming FOMC decisions are reshaping crypto markets. Since the Iran crisis erupted, Bitcoin has risen roughly 5%, outpacing gold’s 11.5% decline...