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Expert insights and in depth CEO interviews
This week
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Sara Lind on the Financial Strain Facing NYC Outdoor Dining
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Caleb Silver on Big Tech Back in Favor & 'Cautiously Optimistic' Retail Investors
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Ara Kharazian on the New Competitive Phase of Enterprise AI
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ASML Slips Despite Earnings Beat, Long-Term AI Thesis Stays Intact
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John Kosar on Sector Rotation Fueling Rally & Keeping Volatility Contained
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Markets Rebound as Sentiment Lags and Opportunity Emerges in Tech
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Kevin Mahn on Earnings, Fed Stability, and a Stock‑Picker’s Market
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Scott Alter on Persistent Mortgage Rates & Housing Market Affordability
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Market Becoming Complacent in U.S.-Iran War? Robert Conzo's Bull Case
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Christian Magoon on Market Highs, Active ETFs, and Global Opportunities
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Hamilton Lane Co‑CEO on Private Markets, AI Innovation, and Long‑Term Growth
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MSFT, IONQ, INTC, NBIS & Other Top AI Stock Picks from Daniel Newman
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Crypto's Evolving Ties to Traditional Finance as Products Hit Mainstream
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nCino (NCNO) CEO on Earnings, AI in Banking & Overcoming 'SaaS-pocalypse'
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Conference Board CEO Warns of Rising Stagflation & Slower Growth
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Mario Lagana on Earnings Strength and a Broadening Market Breakout
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Strait of Hormuz 'Crypto Catalyst?' Martin Leinweber's Stays Bullish on Bitcoin
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Strait of Hormuz Constraints v. Strong Earnings Sets Confusing Tone
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Rusty Hutson on Energy Supply Gaps, Market Mispricing, and $100 Crude
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Inside the PSKY–WBD Merger: Creative Backlash Meets Financial Reality
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The Bitcoin Overnight Effect and the Rise of Time Diversification
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Escaping the Screen: How the 'Connection Economy' Is Taking Shape
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How a SpaceX IPO Could Reshape Markets, ETFs, and the Space Industry
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Michael Shaoul on Iran Risk, Oil Prices, and an Energy‑Led Market Shift
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Kenny Polcari on MSFT 'Screaming Buy,' Big Bank Earnings & Iran Uncertainty
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Hatfield: Strait of Hormuz Blockade 'Mildly Bullish,' MRVL & AMZN Tremendous Upside
Last week
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From $50K Cars to Used EVs: What It Means for Tesla and the Auto Market
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Tech Corner: MRVL Becoming Critical to A.I. Buildout
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New Age Space Race Offers Catalysts in ASTS, RKLB, LUNR & SpaceX
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How COST and BUD Are Adapting to Shifting Consumer Behavior
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Kristina Hooper on a Fracturing Consumer and a K‑Shaped Recovery
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Venu (VENU) CEO on Scaling Luxury Entertainment & Expanding Partnerships
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Space Tech Race Evolves: Artemis II Offers Next Step for AI Innovation
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U.S.-Iran War's Inflation Pressure & Skepticism on Job Optimism
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Danielle DiMartino Booth on Fed's 'Difficult Position' & Stagflation Concerns
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Aura ETFs CEO on National Security ETF (DUTY) Launch
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Bracing for SpaceX's Planet-Sized IPO, Finding Space for OpenAI, Anthropic & Others
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Nano Nuclear Energy (NNE) President on Kronos Reactor Voucher, AI & Space Hopes
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Amy Zhang's Health Care Picks Amid Geopolitical Uncertainty
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Isherwood: Upside Potential in the Current Economy
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Thummel: Energy Volatility Hinges on Strait of Hormuz Traffic, Investing in Infrastructure
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Weighing U.S.-Iran Ceasefire Optimism & Skepticism, Impacts for U.S. Economy
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Fed in the Middle: New Dual Mandate Challenges Add Rate Uncertainty
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Diehl: Strait of Hormuz 'Cautionary Tale,' 'Out' of Mag 7 Except NVDA & AMZN
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Crypto Corner: Breaking Down Three Key Threats to Bitcoin
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Gilland: AAPL Playing AI Race in Smart Manner, GOOGL Next Biggest Winner
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Mike Townsend on Trump's Midterm Pressures from Iran & Energy Disruption Timeline
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Frances Newton on Earnings Anxiety & Fragile Market Momentum
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SPX to 8,100? Dow Jones to 100,000 by 2030? James Demmert Offers Index Bull Cases
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Ellerbroek: MSFT 'Cheaper Than' XOM, Other Stocks to Watch in Relief Rally
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Walser: Wary of Ceasefire Rally, Expectations for Inflation & CPI
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Tax Season Confusion Fuels Filing Errors
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ITRS CEO Ryan Terpstra on AI, Outages, and Infrastructure Risk
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The Power of Patience in a Noisy Market
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Nyland: Earnings Growth Offsets Geopolitical Risk
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EXE, CHRD, and FLG: Where George Schultze Finds Defense in Volatility
This month
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Tech Corner: AAPL Builds Up Tech Ecosystem
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Braiin (BRAI) CEO on Bringing AI to Analog Industries
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Vigilant CEO on AI Supply‑Chain Attacks Exposing Substantial Cybersecurity Risks
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Eric Diton on Small Caps, International Stocks, NVDA & Opportunity Beyond Big Tech
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Ted Parkhill: This is My Favorite Kind of Market to Trade
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Riesgo: U.S. Economy Flexible in Crude Oil Volatility, Software & Space Opportunities
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Lampe: 'Markets Fly' Once U.S.-Iran War Ends
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Crypto Corner: Mined in America Act & Quantum Computing Risk
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How to Manage Your 401(k) During Market Volatility
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Nasdaq 100: Looking Past Volatility to Fundamental Strength
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Graham: Brace for 'V-Shape' Market Bottom, Likes COHR, LITE & ANET in AI Recovery
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Arm Holdings (ARM) CFO on CPU Pivot, Supply Constraints & Agentic AI Demand
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Versigent (VGNT) Completes Spin-Off, Forges Ahead in Complex Vehicles
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Easterly Government Properties (DEA) CEO on Commercial Real Estate & Current Volatility
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Housing Market Opportunities in Shift from Valuation to Fundamentals
Last month
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Audrey Symes on AI, Jobs, and Career Adaptability
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Sydney Armani on AI’s Shift From Hype to Utility
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Clearing Confusion on Clarity Act & Hurdles Ahead in Crypto Adoption
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Progress Software CEO on Earnings & Monetizing the AI Shift
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The Big 3: VST, C, AAPL
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Europe's Energy 'Supply Shock' to Hit U.S., China Shows Resiliency
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How Investors Repricing Risk Affects Bonds, Energy, and Global Diversification
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Behren: Merger Arbitrage Helping Lift 2026 M&A Activity in Volatility
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U.S.-Iran War's Impact on Bitcoin, Crude Oil & FOMC's Near-Term Headwinds
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CEO Michael Buckley: True Religion’s Value Pivot
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Market Overtime: Roblox (RBLX) CFO on Video Gaming Future, AI Disruption & Safety
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Pete Najarian on Navigating VIX, Energy Stock Surge & Crypto Volatility
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Building the Best LLM: Noah Kann on Data Center Race Amid Energy Bottlenecks
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Sorting Through Bullish & Bearish Market Sectors
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Explaining the Four Growth Shocks Since 2025 & What They Mean
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Tips for Retirement Income During This Market Volatility
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Joe Brusuelas Explains Global Oil Volatility Aftershocks & U.S. Jobs Pressures
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Energy Security for the U.S. vs the World
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META's Stock Shock: Social Media Lawsuit & AI CapEx's Lasting Effects
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‘Consumer Staples are Where You Want to Be’: KO, ADM, COCO
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Tech Corner: DELL's Legacy Tech Evolution in AI Age
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Tom Plumb: AI a Tool, Not Jobs Replacement & Explaining Energy's Role in Capital Flows
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Presidio Petroleum Co-CEO on U.S. Production Trends, Using AI in Oil Industry
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Austin Lyons on NVDA, ARM, Google TurboQuant & New AI Innovations
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Greenland Energy (GLND) CEO: 'Look Beyond the Strait of Hormuz' for Crude Oil
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Big Box Retailers Like COST, WMT, AMZN Winning in K-Shaped Economy
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SPX Market Breadth Sours as U.S.-Iran War Continues
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ETF Opportunities & Tracking Market Flows
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Wizman: Expecting Iran Conflict to Intensify Over Next 3 Weeks
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Prediction Markets Disrupt Gaming Stocks: Legacy Companies Bet on Prior Ties
This year
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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
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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