Santa Claus Rally time
After two down years in a row, history suggests Santa will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. (1:36)Show NotesTop tech picks for 2026 Dividend R...
21 Joulu 20254min
Wall Street Roundup: Micron earnings, EV check-in
Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30).S...
19 Joulu 202511min
TikTok’s U.S. survival plan is locked in
TikTok (BDNCE) agrees to new joint U.S. venture. (00:24) Instacart (CART) settles FTC claim over deceptive practices. (01:25) Nike (NKE) targets double-digit EBIT margins through sport offense and ope...
19 Joulu 20255min
Nuclear fusion goes public
Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats. (1:30) OpenAI valued at $750B. (3:21)Show Notes Top 10 market risks for 2026Steve Cress’ Top Stocks for 2026 – ...
18 Joulu 20255min
Activist Elliott loads up on lululemon
Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund...
18 Joulu 20254min
Oil snaps back
Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy'. (01:38) Rail unions sound alarm on $85B Union Pacific (UNP)-...
17 Joulu 20255min
Unemployment rate keeps climbing
Latest unemployment rate up to 4.6%, highest since 2021. (0:15) Analysts cool on ice cream pure play. (2:04) Howard Stern inks new Sirius deal. (2:49)Show NotesOne million driverless Teslas by 2035?St...
16 Joulu 20253min
Ford takes $19.5B EV reset
Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock stock trading - report. (01:38) The holiday shoppin...
16 Joulu 20256min
