Tariffs, AI, and Nvidia’s next report collide. On Trader Talk, Kenny Polcari and Lou Basenese break down Trump’s semiconductor tariffs and a reported China chip sales deal that would skim 15% for the US, what it means for Nvidia (NVDA) and AMD (AMD) margins, and why Big Tech’s AI capital expenditures still point to strong demand. They map the ripple effects ... Show More
Aug 20
Nvidia and semiconductors still lead but new winners emerge
The AI boom is reshaping the stock market, and investors want to know what comes next. On Trader Talk, Kenny Polcari sits down with Erin Gibbs, Chief Equity Strategist at SlateStone Wealth, with 25 years of experience in portfolio strategy and quantitative research. Gibbs explain ... Show More
21m 51s
Aug 13
CoreWeave leads AI infrastructure stocks poised to surge
CoreWeave (CRWV) is emerging as a significant force in the AI infrastructure boom. Michael Lee, founder of Michael Lee Strategy and former Morgan Stanley vice president, says Wall Street underestimates its growth potential. On this episode of Trader Talk, Kenny Polcari and Lee re ... Show More
25m 47s
Aug 6
How AI stocks and earnings are driving the market rally
Is this bull market stronger than Wall Street thinks? On this episode of Trader Talk, Kenny Polcari and Bullseye Brief founder Adam Johnson explain why artificial intelligence (AI)–driven capital spending, strong earnings, and resilient consumer demand could push stocks even high ... Show More
25m 25s
May 2025
Instant Reaction: Nvidia Gives Solid Forecast, Despite China Concerns
Nvidia, the world’s most valuable chipmaker, gave an upbeat revenue forecast for the current period, even as a slowdown in China weighed on results. Sales will be about $45 billion in the second fiscal quarter, which runs through July, the company said on Wednesday. That included ... Show More
15m 9s
Aug 2024
Instant Reaction: Nvidia Sales Forecast Falls Short
Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Blo ... Show More
21m 47s
Aug 28
Nvidia beats but its share price tumbles in after-markets trading
French stocks have staged a modest recovery following the recent sell-off, while government bond spreads relative to neighbouring Germany have continued to widen. Meanwhile, the S&P 500 reached a new record high, as investors awaited Nvidia's Q2 earnings report after the market c ... Show More
13m 16s
Nov 2024
Nvidia hits USD 3.6 trillion milestone, Bitcoin tops USD 81,000
Donald Trump's presidential victory boosted US equities, with gains led by banks, energy and small caps – the S&P 500 had its best week so far this year. Bitcoin crossed USD 81,000 for the first time ever and Nvidia became the first company to surpass USD 3.6 trillion in market v ... Show More
10m 34s
Nov 2024
11-21-24 Will Trump Tariffs Be Inflationary
A preview of risks on the horizon, including Trump Tariffs, interest rates, and how debt and deficits are economic drivers. What are the effects on corporate profitability?Will valuations be problematic next year? Lance revews Nvidia's stellar quarterly report and analysts' expec ... Show More
45m 58s