Market Crash 2,500 Points | Is This India’s 1991 Moment Again? | Ramesh Damani’s Investment Strategy
Indian equity markets plunged roughly 2,500 points, prompting comparisons to the 1991 crisis that spurred sweeping reforms. In a recent interview, veteran investor Ramesh Damani argued the sell‑off presents buying opportunities, especially in AI‑enabled firms, defense manufacturers, and pharma companies developing GLP‑1 drugs. He also highlighted supply‑chain localization trends and the role of gold as a defensive asset. Damani concluded that despite short‑term turbulence, India’s long‑term growth narrative remains intact.
U.S. Stocks Sink After PPI Inflation Surprise
U.S. equities fell sharply on Friday after January's producer price index rose 0.5% month‑over‑month, outpacing the 0.3% forecast, and fintech firm Block announced a near‑50% workforce cut to adapt to AI‑driven changes. The Dow Jones lost about 800 points, down...
Block "Oversold and Underestimated:" ABCs Backing XYZ Bull Case
Block (ticker XYZ) has slipped toward its 52‑week low after a crypto‑related sell‑off and intensifying competition from Shopify. Analyst Landon Swan argues the decline is overstated, pointing to accelerating adoption of Square and Cash App as catalysts for a rebound....
Analysts Raise NVDA Price Targets, Stock Falls After Earnings
Nvidia (NVDA) posted a blockbuster earnings report that beat revenue and profit forecasts, prompting multiple analysts to raise their price targets across the board. Despite the upbeat fundamentals, the stock opened lower and slipped about 2% in early trading. Analysts...
Daily Market Coverage Feb. 26, 2026 9AM-11AM (ET) | Yahoo Finance
Nvidia posted a strong earnings beat on revenue and profit, yet its shares slipped more than 2% as investors questioned the lack of guidance on China revenue and the sustainability of AI‑driven demand. Salesforce missed revenue forecasts, extending a broader...
Few Truly Understand Compounding...
In the video, Sven Carlin promotes his Stock Market Research Platform, a free value‑investing course, and his Modern Value Investing book, positioning them as tools for sophisticated investors to master compounding. He highlights a seven‑year performance review, sector risk‑reward analysis,...
Where to Invest 10 Lakh Rupees Right Now
India is entering 2026 with several high‑value trade agreements and a rebound in foreign inflows, yet market sentiment remains cautious. Bloomberg convened four market strategists to advise how a retail investor could allocate a ₹10 lakh portfolio today. The experts highlighted...
LIVE NOW: Stocks Sink as Wall Street Weighs Nvidia Results » Daily Market Coverage Feb. 26, 2026
Nvidia (NVDA) stock slid more than 4% on Thursday as investors digested the chipmaker's robust Q4 earnings and upbeat Q1 outlook. While the results beat expectations, the broader market remains uneasy about the sustainability of the AI boom. The sell‑off...
ETF Industry ‘Not Going to Run Out of Innovation’, Says ETF Action Founder
The discussion centers on the ETF industry’s evolving innovation landscape, highlighted by founder Mike of ETF Action. He explains how the market now hosts roughly 5,000 funds managing about $14 trillion, with a clear split between traditional passive products and a...
David Tepper Sends Scathing Letter to Whirlpool for Destroying Shareholder Value, Pushes for Changes
Activist billionaire David Tepper, founder of Appaloosa Management, sent a sharply worded letter to Whirlpool’s board accusing the appliance maker’s leadership of erasing hundreds of millions of dollars in shareholder value. Tepper singled out the recent equity raise, which he says...
Tariffs, Taxes and AI Power Plans Dominate Outlook After the State of the Union
The recent State of the Union, though lengthy, offered few new policy announcements but highlighted three pillars—tariffs, health‑care subsidies, and a power‑infrastructure push for AI firms—that will shape market expectations. Both UBS’s Marc Anderson and Veda Partners’ Henrietta Treyz agreed that...
IT Bottom Still Far? Gautam Shah’s Big Warning On IT Stocks, Nifty Stuck & PSU Banks Rally | ET Now
Gautam Shah, founder of Goldilocks Global, warned that the Nifty IT index could slide further, potentially reaching the 28,400‑26,000 range. He attributes the pressure to AI‑driven disruption and a broad valuation reset across Indian IT firms. Conversely, Shah sees substantial...
Meta-AMD Deal Makes Sense for Meta but Less so for AMD, Says Clockwise Capital's Jams Cakmak
The discussion centered on Meta’s recent agreement with AMD to secure AI‑chip capacity in exchange for a minority equity stake. Clockwise Capital’s chief investment officer, James Cakmak, framed the deal as a strategic move for Meta, allowing the social‑media giant...
Warner Bros. Discovery: Paramount Increased Offer to $31 per Share in Cash
Warner Bros. Discovery’s board has signaled that Paramount Global’s revised proposal – a $31‑per‑share cash offer – is now considered a superior bid, positioning Paramount as the frontrunner in the contested acquisition. The move follows a brief period in which...
Mad Money 02/24/26 | Audio Only
Jim Kramer opened today’s Mad Money by dismissing the buzzword “halo” – heavy‑asset, low‑obsolescence stocks – as a misnomer for what investors really crave: tangible businesses they can understand. He argued that the market’s current rotation away from once‑loved software...
Uncertainty Is Good for Your Portfolio
The speaker argues that market uncertainty and volatility often create the best buying opportunities, while calm, predictable periods tend to be the worst times to be invested. Historical episodes of complacency—when investors felt certain about earnings and the economy—preceded poor...
Nvidia Turning Back Into Cash Machine
The video examines Nvidia's business model and recent financial turnaround, highlighting how its design‑only approach yields a 70% gross margin and positions the company as a “cash machine” after a heavy R&D‑driven dip. By outsourcing fab work to TSMC, Nvidia can...
Here's the Committee's Discretionary Playbook
Portfolio managers debated a renewed bounce in consumer discretionary after a better-than-expected consumer confidence print and surprising comps at Home Depot, noting strength in home-improvement names, travel and leisure stocks. Yet several panelists warned the sector’s rally masks uneven internals:...
2026 Will Favor U.S. Equities, Says Wells Fargo's Paul Christopher
Paul Christopher, head of global market strategy at Wells Fargo, told Bloomberg’s "The Exchange" that 2026 will be a banner year for U.S. equities. He cited steady corporate earnings, a Federal Reserve likely to keep rates moderate, and a resilient...
The Big 3: MSFT, CAT, RIVN
Aquiles Larrea, Jr. highlights three stocks—Microsoft (MSFT), Caterpillar (CAT) and Rivian (RIVN)—as potential rebound plays amid macro‑level headwinds and a recent software sell‑off. He sees Microsoft’s recent pullback as a buying chance, Caterpillar’s long‑term exposure to AI‑enabled equipment as a...
AMD CEO Lisa Su: We Want to Place Bets on Who Will Be AI Winners Going Forward
AMD announced an expanded partnership with Meta that will supply six gigawatts of AI compute power and grant Meta an equity stake of 160 million AMD shares. The agreement, spanning multiple hardware generations over the next five years, is positioned as...
Sen. Warren: Fed Chair Nominee Kevin Warsh Is a 'Sock Puppet'
Senator Elizabeth Warren used a Senate hearing to denounce President‑Trump’s Fed chair nominee, former governor Kevin Warsh, branding him a “sock puppet” who would toe the line for the president rather than act independently. Warren highlighted Warsh’s long‑standing reputation as an...
Harvard's Jason Furman: SCOTUS Tariff Ruling Ends Trump’s Ability to Arbitrarily Adjust Tariffs
The Supreme Court’s decision to strike down President Trump’s so‑called reciprocal tariffs dominated the recent interview with Harvard economist Jason Furman, highlighting a rare judicial check on executive trade policy. Furman praised the ruling as a reinforcement of the rule...
Investing in Biotech with Verdad Capital
The Yet Another Value podcast featured Verdad Capital’s Dan Rasmmanson and Greg Obachen discussing their new research paper on quantitative, value‑oriented investing in biotech. The duo explains why biotech, despite representing roughly a quarter of the Russell 2000, is routinely...
Rick Rule: I Took Profits, But I’m Still All-In on Precious Metals #preciousmetals #gold #silver
Rick Rule, veteran natural‑resource investor, opened the interview by highlighting 2025 as one of his best years on record for precious metals and related equities. He acknowledged taking profits, particularly in physical silver, but emphasized he never exited the sector...
Today Is a Risk-Off Day to Sell the Things that Have Done Well, Says DCLA's Sarat Sethi
Sarat Sethi, managing partner at DCLA, warned that today’s market is a classic risk‑off day, urging investors to unload recent winners as broader uncertainty weighs on equity prices. She linked the sell‑off to lingering tariff disputes, a still‑elevated Fed rate outlook,...
Amazon to Spend $12 Billion in Louisiana on AI Data Centers
Amazon announced a $12 billion investment to build its first AI‑focused data‑center campuses in Louisiana, marking a major expansion of AWS’s cloud and artificial‑intelligence infrastructure in the Gulf Coast region. The rollout promises 540 full‑time data‑center positions and supports roughly 1,700 ancillary...
Software Earnings Vs. AI Disruption
The segment’s focus is the widening gap between robust software earnings and mounting fears that generative‑AI agents could render traditional enterprise applications obsolete. A viral investment‑newsletter essay titled "The 2028 Global Intelligence Crisis" sparked the conversation, prompting analysts to compare...
The SCOTUS Tariff Decision Fallout: What It Means for Markets
The half‑time report focused on the market fallout from the Supreme Court’s recent decision on the Trump‑imposed tariffs, highlighting a sharp sell‑off as investors digest the ruling and the President’s continued criticism. The Dow slipped more than 700 points, with roughly...
Do Markets Care About Trump’s Tariffs? | Macro Monday with Andreas Steno and Mikkel Rosenvold
Andreas Steno Larsen and Mikkel Rosenvold dissect the market fallout from President Trump’s renewed tariff agenda, highlighting the Supreme Court’s recent block on EPA‑related tariffs and the legal avenues Trump might use to sidestep Congress. They assess how the 10‑15%...
How a Potential U.S. Strike on Iran Could Affect Oil Volatility
The video examines how a potential U.S. military strike on Iran could reverberate through global oil markets, focusing on the risk of heightened volatility amid ongoing nuclear negotiations. Former Energy Secretary Ernest Moniz argues that, structurally, the market is currently...
Navigating the Saas-Pocalypse
The segment’s focus is the so‑called “SaaS‑pocalypse,” a market‑wide panic that artificial‑intelligence breakthroughs could render traditional enterprise software obsolete. After a week of double‑digit drops in Salesforce, Snowflake and other marquee names, analysts warn that even strong quarterly results...
2 P’s on a Pod: Small Cap Investing with Paul Hill & Paul Scott
The "2 P’s on a Pod" series pairs analysts Paul Hill and Paul Scott for a weekly live broadcast that answers viewer questions, reviews UK‑listed small‑cap companies, and interprets macro‑economic developments. The format blends real‑time Q&A with market commentary, delivering...
Ferrari Stock Analysis - RACE
The video pits Ferrari’s ticker RACE against Bitcoin and the fantasy of owning a supercar, asking whether the stock itself is a worthwhile investment. The presenter walks through Ferrari’s $72 billion market cap, recent 7% revenue growth, higher‑than‑expected EPS guidance, and...
Yes, Value Investing Is Only For Millionaires...
The video contends that traditional value investing—characterized by prudence, low risk, and a margin of safety—is essentially a strategy for investors who already have, or aim to build, a million‑dollar portfolio. The host explains that modest yields (8‑10% total return) compound...
The Perfect Asset Allocation For 2026
In the video "The Perfect Asset Allocation For 2026," Sven Carlin outlines a value‑centric portfolio framework designed for sophisticated investors targeting the 2026 market environment. He couples the allocation strategy with a promotion of his Stock Market Research Platform, which...
Flying Through the Volaris Thesis with Antipodes' Phillip Namara
The podcast centers on Volaris (ticker VLRS), a Mexican low‑cost carrier that flies a fleet of Airbus Neo aircraft, dedicating roughly 55% of its capacity to domestic routes and the remainder to U.S. connections. Hosted by Andrew Walker and featuring Antipodes...
Mercedes Stock Is on Life Support, Leave It To Pension Funds...
Mercedes-Benz AG’s shares have entered a steep decline, prompting the commentator to label the stock as being on "life support." The downturn follows a recent earnings miss and heightened competitive pressure from electric‑vehicle rivals. Pension funds now constitute the bulk...
Maersk Stock Analysis 2026 - Dividends & Buybacks On Cycle
The video provides a 2026 outlook on Maersk A.P. Moller‑Maersk, emphasizing that the company’s dividend and share‑repurchase programs are entering a new cycle of capital return. It notes a stable dividend yield supported by strong cash flow from the shipping...
February 2026 Random Ramblings
The February 2026 episode of "Yet Another Value" is a free‑form monologue by host Andrew Walker, focused on the growing AI‑induced panic across software‑as‑a‑service (SaaS) and other asset‑light sectors. Walker frames the discussion as a “monthly random rambling,” noting that...
Revival Gold (TSXV:RGV) - 'Undervalued?' Investment Series, with Hugh Agro
Revival Gold Inc., a TSXV‑listed miner, is targeting undervalued brownfield gold assets in the western United States. CEO Hugh Agro argues that the global gold supply gap—120 million ounces produced versus only 20 million ounces discovered annually—creates a moat for existing mines....
Buy CSU Stock For 3x by 2027, 6x by 2035 (Intrinsic Valuation)
Constellation Software (CSU) is presented as a high‑conviction buy, with an intrinsic valuation model forecasting a three‑fold price increase by 2027 and a six‑fold rise by 2035. The analyst leverages a discounted cash‑flow framework that incorporates CSU’s steady acquisition‑driven cash...
Archer-Daniels-Midland Dividend Stock Analysis (NYSE: ADM)
The video presents an independent dividend‑stock analysis of Archer‑Daniels‑Midland (NYSE: ADM), highlighting its current yield and cash‑flow profile. The presenter also promotes a proprietary stock‑research platform, a free value‑investing course, and a modern value‑investing book. Viewers are directed to additional...
How Investors Can Improve at Expert Calls and AI with AlphaSense's Ryan Fennerty
AlphaSense’s Ryan Fennerty explains how investors can sharpen expert‑call programs and leverage AI to extract richer insights. He recommends hypothesis‑driven interview framing, systematic bias checks, and AI‑assisted transcript synthesis to accelerate earnings analysis. The discussion also covers how AI expands...
Gold To Go From 25% of Stocks Market to 90%? From $5k to $15K
The video predicts a dramatic surge in gold, suggesting its price could climb from $5,000 to $15,000 and its share of the overall market value could jump from roughly 25% to 90%. The presenter ties this outlook to a broader...
50% Crash CSU, ADBE, HRB, SAP! BUY NOW?
The video highlights a sharp correction across several high‑profile SaaS and enterprise software stocks, including IGV, Constellation Software (CSU), Adobe (ADBE), H&R Block (HRB), and SAP. Each ticker experienced double‑digit declines, with some, like CSU, tumbling more than 50% after...