OpenAI Needs to Raise $207B by 2030, Kla...

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<p>Is the AI trade cooling off, or is this the calm before an even more explosive phase of the build-out? Zaid sits down with <strong>Doug O’Loughlin, President at SemiAnalysis,</strong> to break down Nvidia&#39;s earnings report, why AI spending might actually accelerate from he ... Show More

<p>Stocks ripping on Wall Street, as markets bounce back after Monday’s sell-off. The sectors seeing the biggest jumps, and how Tesla results are moving the stock. Plus Netflix shrugging off this year’s tariff concerns, jumping nearly 20% as the s&p 500 heads in the other directi ... Show More

<p>Is the 60/40 portfolio living up to its reputation of resilience this year? The merit of a classic portfolio of 60% stocks and 40% bonds has been a matter of debate in recent years. A diversified 60/40 strategy failed to protect investors in 2022’s broad market crash—in fact, ... Show More

DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys. (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15) Episode transcri ... Show More

The stock market rally has added $16 Trillion in market capitalization so far this year, and momentum is still in the drivers’ seat. What, if anything, can slow the rally down? Legendary Tech investor Dan Niles breaks down the bull between the horns, but warns of a fowl Thanksgiv ... Show More

<p>As the S&amp;P 500 continues to rally, our CIO and Chief U.S. Equity Strategist Mike Wilson discusses three factors that could lead to a stock market correction in the near term.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 ... Show More

Hey there Lemon Community! We knew the economy was looking shaky, but this? After today’s brutal stock market drop, it’s time to ask—are we officially in freefall? Wall Street took a nosedive, and the signs aren’t looking great. Tonight, Don is joined by reporter Lauren Egan and ... Show More

<p>Stocks rallied in the immediate aftermath of Friday’s dismal jobs report, with the S&amp;P500 jumping 0.5% to an all-time high of 6,532 when the market opened at 9:30AM. While this gain faded to a loss by the end of the day, the initial surge can only be rationalized in one wa ... Show More

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More

A rate cut may sound bullish, but it can signal deeper problems. On Yahoo Finance’s Trader Talk, Kenny Polcari and strategist Barry Knapp explain why the Fed’s move highlights consumer slowdown, slight bank pressure, and tariff margin risk. They break down the sectors to buy, inc ... Show More

Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold hitting new highs (13:30). Bitcoin and crypto liquidations (15:20). Bond update (17:15).Show Notes:Crypto stocks trade lower amid ... Show More