Shares of Oracle getting hit on reports the company is seeing thin cloud margins from its Nvidia chip rentals. So is the hiccup a sign of more cracks to come in the AI trade? Plus Retail stocks stuck at check out recently, but could Amazon’s Prime Day and other retail deal days help rejuvenate the space? A top analyst lays out what she sees in store for the ... Show More
Yesterday
Micron Reports, Fed Holds Rates… And The Private Credit Ripple Effects 3/18/26
Micron shares on the move after earnings, and we break down what the results and guidance mean for the AI memory trade with S&P Global’s Melissa Otto. Plus, market reaction to the latest Fed rate decision, private-credit stress spills into consumer loans, and a spotlight on Josh ... Show More
43m 21s
Mar 17
Strong Memory Momentum… And The Next Move For Retail Stocks 3/17/26
Storage stocks rallying to record highs, as demand for AI memory continues to climb. How much farther the group has to run, and what Nvidia CEO Jensen Huang said about the next evolution in the space. Plus The numbers out of Lululemon’s latest quarter, and where a top retail anal ... Show More
43m 29s
Mar 16
Nvidia’s GTC Conference Underway… And When To Buy The Dip 3/16/26
All eyes on Nvidia, as the chip giant kicks off its GTC conference. The next-gen GPU’s investors are waiting to hear about, and what it means for the stock’s next move. Plus Stocks rallying to start the week, as oil pulls back on the latest developments out of Iran. What a top ma ... Show More
43m 26s
Sep 2025
Weekly Roundup: Intel Rallies, Oracle Rises, Darden Restaurants Falls
On this episode of Stock Movers, we look at some of the biggest gainers and decliners of the week, including: - Intel (INTC) shares rallied this week on news Nvidia agreed to invest $5 billion in the chipmaker and said the the two will co-develop chips for PCs and data centers, a ... Show More
6m 40s
Sep 2025
Weekly Roundup: Oracle Gains, Klarna Kicks Off IPO Week, Synopsys Declines
On this episode of Stock Movers: - Oracle (ORCL) shares gained the most since 1992 after the company gave an aggressive outlook for its cloud business, cementing the software maker’s place in the race to support demand for artificial intelligence computing. - Klarna (KLAR) and so ... Show More
6m 7s
Apr 2025
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
<p><span class="yt-core-attributed-string--link-inherit-color" dir= "auto">Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valua ... Show More
1h 27m
Mar 2025
Chewy Gains, GameStop Adds Bitcoin, Trade Desk Upgraded
On this episode of Stock Movers: - Chewy (CHWY) shares rise after the online pet products retailer reported fourth-quarter net sales that beat estimates. Additionally, the company issued guidance for the metric in the first quarter that came ahead of consensus forecasts.
- GameSt ... Show More
2m 56s
Apr 2025
Boeing Stock Rises, Nvidia Falls, On Holding Shares Up
On this episode of Stock Movers:
- Boeing (BA) shares are up as Airbus SE agreed to take over some assets and sites from Spirit AeroSystems Holdings Inc., clearing the way for the struggling US aerospace supplier to be acquired back by its former parent. Boeing also got an upgrad ... Show More
5m 55s
Sep 2025
Weekly Roundup: Western Digital Rises, Broadcom Soars, Lululemon Drops
On this episode of Stock Movers:- Western Digital (WDC) rallied to be among the best performers in the S&P 500 this week after Morgan Stanley named the computer hardware and storage company its top pick, saying the shares “remain the most attractive short-and-longer-term investme ... Show More
4m 55s
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