Software Sinks After IBM Losses… And a June CPI Reversal 7/14/26

Software Sinks After IBM Losses… And a June CPI Reversal 7/14/26

Software stocks falling on the back of International Business Machines releasing a bleak earnings warning, causing the stock to lose a fourth of its value. The traders break down what the plummet means for the broader software market and why the fall could be a buying opportunity. Then, the June CPI results coming in softer than expected, cooling from months-long upward moves. Former Dallas Fed president Richard Fisher gives his thoughts on what the reversal means for Fed policy and why he isn’t saying goodbye to inflation yet. Plus, bank earnings season kicking off with Goldman Sachs soaring but Citigroup sinking, the latest on the Iran blockade, what’s next for SK Hynix.

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Episoder(2217)

Trump strikes Russian diesel deal... And Apple’s latest iPhone woes 10/9/26

Trump strikes Russian diesel deal... And Apple’s latest iPhone woes 10/9/26

Energy markets volatile after President Trump said he struck a deal with Russian president Vladimir Putin to supply millions of tons of diesel to the global market. The traders react to the latest hea...

9 Okt 43min

Stocks Fall As Oil Spikes… And White House CTO On Trump Science Summit 10/8/26

Stocks Fall As Oil Spikes… And White House CTO On Trump Science Summit 10/8/26

Stocks taking a hit as oil prices popped following the latest developments in the U.S.-Iran conflict. The tech losses leading the drop, and the next move in energy prices as WTI crude hovers around $9...

8 Okt 43min

Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26

Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26

Stocks retreating from record highs as rates resume their march higher. How a stronger than expected bond auction helped ease yields off their highs of the day, and what the latest Fed minutes told us...

7 Okt 43min

S&p 500 Hits Record High… And 10/6/26

S&p 500 Hits Record High… And 10/6/26

The S&P 500 hitting its first record high in nearly 2 months, but the equal weighted index isn’t following suit. What the divergence could mean for the broader markets, and how our traders are positio...

6 Okt 43min

Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26

Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26

The greenback showing strength, as the dollar index hits its highest level since April 2025. How the climb in the currency, alongside rates, will impact equities… and where Citi’s JP Coviello is putti...

5 Okt 43min

Nasdaq Hits Record After Soft Jobs Report… And The Fed’s Next Move After Jobs Report 10/2/26

Nasdaq Hits Record After Soft Jobs Report… And The Fed’s Next Move After Jobs Report 10/2/26

Nvidia helping fuel Nvidia’s run to all-time highs, hitting its own intraday record for the first time since May. The renewed optimism for the chip giant on Wall Street, and if the tech rally can cont...

2 Okt 43min

Rate Peak or Pause?... Nike Reports Results 10/1/26

Rate Peak or Pause?... Nike Reports Results 10/1/26

Stocks bouncing off session lows as rates pull back from multi-decade highs. Have the yields reached a peak, or is this just a pause in the surge? Plus, Wall Street bulled up on more Meta gains, Airbn...

1 Okt 43min

Micron Reports Results… And Sights & Sounds From Robinhood’s Hood Summit 9/30/26

Micron Reports Results… And Sights & Sounds From Robinhood’s Hood Summit 9/30/26

Micron on the move after reporting results.How the semi stock’s latest quarterly numbers are impacting shares after-hours, and how the traders are navigating the chip trade. Plus, crude climbs as WTI ...

30 Sep 40min

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