Major moves in semi stocks... And what’s next for oil 9/2/26

Major moves in semi stocks... And what’s next for oil 9/2/26

A key day for chip stocks as Broadcom reports second-quarter numbers and the broader semi trade rallies. The traders make sense of the action, and weigh in on whether AI titan Nvidia should heed Jim Cramer’s call to ramp up its stock buybacks. Then, oil prices extend gains as new details emerge on the U.S. deal with Venezuela. MCC Global Enterprises’ Michelle Caruso-Cabrera discusses the implications for national security -- and prices at the pump. Plus, big gains in bank stocks, Netflix’s new content strategy and Berkshire Hathaway’s bull case for Alphabet.

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Episoder(2216)

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

Yields Spike As Consumer Confidence Drops… And Altman Weighs In On AI Pacing 9/29/26

Yields Spike As Consumer Confidence Drops… And Altman Weighs In On AI Pacing 9/29/26

Stocks slightly lower as interest rates continue to rise, with consumer confidence dropping to its lowest level in more than a decade. The impact on equities, and where a top market strategist sees ra...

29 Sep 43min

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