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  • Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26

    Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26
    2026/04/02

    The President’s Iran speech fails to soothe markets. Private credit jitters are back. Plus, where the market pullback is creating opportunities.


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    44 分
  • Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26

    Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26
    2026/04/01

    Nike shares get crushed on weaker-than-expected sales outlook amid revenue struggles in China. The Mag 7 rallying for a second day after a rough first quarter, but Benchmark is bullish on name in particular. Plus, with gold on pace for its first positive week in five, Tim Seymour says the rally will continue if one particular condition is met.


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    44 分
  • Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26

    Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26
    2026/03/30

    WTI crude hits a three-week high after Trump threatens to "obliterate" Iran's energy sources. Chinese manufacturers warn to brace for price hikes due to disruption in the Strait of Hormuz. Plus, KKR agrees to sell cooling systems company CoolIT for $4.75 billion to Ecolab, making 15 times its initial investment.


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    43 分
  • Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26

    Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26
    2026/03/27

    Mounting inflation concerns could put Trump's pick for Fed Chair in a bind. The company Wells Fargo says is the "best-positioned" name in the AI race. Plus, a rough week for memory stocks but will the dip be short-lived?


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    44 分
  • U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26

    U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26
    2026/03/26

    Trump says negotiations have started, Iran denies that talks are taking place, but which one do markets believe? Memory stocks are under pressure after Google unveiled its new AI model, but Morgan Stanley sees underlying resilience in the space. Plus, a Fed hike is back on the table.


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    44 分
  • Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26

    Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26
    2026/03/25

    Chevron says California risks a fuel crisis unless the Iran war ends. Ondas CEO Eric Brock talks autonomous drone usage in the ongoing conflict. Plus, OpenAI announces plans to shut down its popular AI video app just six months after its launch.


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    44 分
  • Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26

    Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26
    2026/03/24

    Carlyle's Jeff Currie says even if the Iran war stops now, surging oil prices will impact the economy for months. Databricks CEO Ali Ghodsi on his new cybersecurity product and AI disruption within the space. Plus, Anthropic and the Department of Defense head to court.


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    43 分
  • Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26

    Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26
    2026/03/23

    President Trump postponed strikes on Iranian power plants after saying negotiations were underway, but Iranian state media refuted those claims, triggering wild swings across asset classes. Markets now expect the Fed to hold rates steady, but HFE's Carl Weinberg makes the case for a hike. Plus, the airline bracing for oil prices to top $100 through 2027.


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    44 分