US stocks open higher as the AI trade reignites on record results from Taiwan Semiconductor (TSM), which posted record quarterly profit and raised its 2025 outlook for the second time this year. The chipmaker expects mid-30% revenue growth next year and plans to expand production in Arizona with a new $40B investment. The news lifted Nvidia (NVDA), Broadcom ... Show More
Feb 2026
Walmart cautious, futures lower, Iran tensions rise
Futures point lower as investors weigh cautious guidance from Walmart and rising geopolitical risk tied to Iran. Dow futures fall about 166 points, with the S&P 500 and Nasdaq 100 also in the red. Markets are watching consumer data and oil prices for the next signal. Walmart mode ... Show More
25m 17s
Feb 2026
US lags global surge, valuation gap widens, Japan energy deal advances
Stocks are rebounding after another AI-driven sell-off, with housing starts and durable goods topping estimates despite December declines. Still, US equities are off to their worst relative start since 1995, as investors await the GDP report and reassess positioning. The S&P 500’ ... Show More
25m 17s
Feb 2026
Tech sell-off deepens, AI disruption debate, IPO window tested
Futures are lower after the holiday break, with Nasdaq 100 futures off about 0.7% as investors digest last week’s worst stretch since November. The AI transition remains the central driver, with traders watching earnings commentary and capital expenditures discipline for clarity. ... Show More
24m 53s
Oct 2025
US stocks hit fresh highs on deals and despite geopolitics
Major US equity indices, from small caps to tech, hit fresh highs yesterday, spurred by strong corporate news – from semiconductors to banking deals. Political uncertainty in France and Japan lifted bond yields, weakened the yen and euro, and drove gold towards the historic USD 4 ... Show More
13m 28s
Jan 2024
Tech stocks rally on AI boom even as yields rise, dollar steady
Send us Fan MailApple and semiconductors push Nasdaq 100 to new record high. But Fed repricing limits gains outside of tech as yields edge up. Dollar holds firm, pound slips on data, yen propped up by verbal intervention.Risk Warning: Our services involve a significant risk and c ... Show More
4m 11s
Aug 2023
AI Boosts Nvidia's Blowout Quarter, Powell One Day Away, T-Mobile US To Cut 5,000 Jobs. 8/24/23
<p>Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about </p><p>Nvidia: Shares surged to a record high on the company's blowout quarter and raised guidance due </p><p>strong demand for AI chips. The future for interest rates also in the spotlight ... Show More
44m 21s
Oct 2025
Markets rebound on luxury rally and earnings boost
Global equities rebounded midweek, driven by a sharp rally in European luxury stocks and strong earnings from major US banks. US-China trade tensions remain in focus, with Treasury Secretary Bessent reaffirming a firm stance. The AI theme continues to dominate headlines, supporte ... Show More
14m 33s
Apr 2025
Markets rip higher on tariff hopes… and earnings roll in 4/23/25
<p>Stocks surge on renewed trade optimism and dovish tones out of Washington. Plus big earnings movers: Southwest, Chipotle, IBM, and Texas Instrument. And CME Group CEO Terry Duffy joins us to break down market volatility and clear up confusion over their results</p><p> </p><p>< ... Show More
43m 5s
Sep 2025
US equity strength sets up a promising finish
Wall Street trades at record highs after the Fed cut rates, led by technology stocks. Investors expect further cuts, but hawkish Fed comments pushed both US Treasury yields and the dollar higher last week. In Europe, data showed industrial output rebounding; in Asia, Bank of Japa ... Show More
10m 44s