Shares of Eli Lilly taking a hit, as the pharma giant cuts its sales outlook. But could the dip be a buying opportunity? The latest out of JP Morgan’s Health Care Conference in San Francisco. And speaking of JP Morgan… the big bank and its peers kicking off earnings season tomorrow. What to expect from those results and why one top bank analyst says it’s all ... Show More
Today
Tech, Software Sell Off… And The Impact On Private Credit 2/3/26
Tech leading today’s sell-off, with investors dumping software stocks as the AI revolution threatens the sectors growth model. The names getting hit, and the latest comments from Nvidia CEO Jensen Huang on the company’s deal with OpenAI. Plus, AMD and Chipotle report results, Bit ... Show More
43m 25s
Jan 30
Trump Picks Kevin Warsh For Fed Chair… And Big Tech’s AI Spending 1/30/26
President Trump selecting former Fed Governor Kevin Warsh to succeed Jerome Powell as Fed Chair. The market, treasury, and dollar reaction, and what to expect from Warsh as Trump continues to push for lower rates. Plus tech earnings continue next week, with investors eyeing the m ... Show More
44m 4s
Mar 2024
How JPMorgan thrived amid a banking crisis
<p>It’s been a year since Silicon Valley Bank’s collapse left everyone worried that the US’s banking sector sat on shaky ground. Despite that turmoil, one bank stands out: JPMorgan Chase. The largest bank in the country, JPMorgan took home record profits in 2023, and its dom ... Show More
17m 51s
Aug 2024
JPM Raises Recession Odds, Lilly Blows Past Estimates, Warner Bros. Discovery Disappoints 8/8/24
<p>David Faber and Jim Cramer began the hour by breaking down another volatile day for the markets, with the major indices coming off their 4th negative session in 5. JPMorgan also raised their odds of a U.S. recession by year end to 35%. A big earnings mover today included Eli L ... Show More
42m 15s
Apr 2023
Chris Whalen on Big Bank Earnings and the Return of Credit Risk
Chris Whalen, chairman of Whalen Global Advisors, returns to Forward Guidance to comment on the ample and growing earnings of the big banks (particularly JPMorgan Chase, whose stock surged over 7% on rosy net income and increasing deposits).
Whalen argues that banks’ unrealized ... Show More
50m 13s
Mar 2025
Goldman Sach's David Kostin Talks Stocks, Markets
David Kostin, Goldman Sachs chief US equity strategist, says the group of Magnificent Seven stocks are now the Maleficent Seven and they've been a "real source of pain" in the market this year. Kostin lowered his 2025 year-end S&P 500 price target from 6,500 to 6,200. Kostin spea ... Show More
9m 53s
Jul 2024
The Tech Sell-off and Beyond, Chips Try to Rebound, Sen. Vance's Wall Street Message 7/18/24
<p>One day after the worst session for the Nasdaq since December 2022, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the tech sector. Chips hoped to recoup some of Wednesday's steep losses after Taiwan Semiconductor reported better-than expected revenue g ... Show More
41m 52s