“The Picture is Still Bright” for Nvidia (NVDA) | Market On Close| Schwab NetworkJamie Meyers with Laffer Tengler says Tuesday's semiconductor stock sell-off "is not a problem" for Nvidia (NVDA).[Continue Reading]

Higher Military Outlays Are Boosting Defense Stocks—With More Upside Ahead, Say Strategists | Chief Investment OfficerIn the US, members of both parties back a boost in Pentagon spending. The consensus[Continue Reading]

Benefits of boring…Digesting the data…Dot-com parallelsAI Runway...Dimmer Outlook...AI InsightsRead Moremailchi.mp[Continue Reading]

International insights...Presidential policies...Precious metal price pushersOpportunities Abound...Gold Surge...Policy ImpactsRead Moremailchi.mp[Continue Reading]

Bloomberg Markets 08/23/2024“Bloomberg Markets” follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today’s Guests include Nancy T…Read Morewww.youtube.com[Continue Reading]

Small caps have a long room to run, says Gabelli Funds’ Kevin DreyerKevin Dreyer, Gabelli Funds co-CIO, joins ‘Closing Bell’ to discuss his playbook for stocks.Read Morewww.cnbc.com[Continue Reading]

Jerome Powell “Hit All the Right Chords” in Speech | Trading 360| Schwab NetworkJay Woods says "I don’t think anyone is anticipating; a 50 BPS rate cut when the Fed[Continue Reading]

There ‘will be aftershocks’ following the recent spike in volatility, says strategistJay Woods of Freedom Capital Markets discusses the upcoming Jackson Hole meeting and says the underlying issues that caused[Continue Reading]

Tech Companies Face ‘Doomsday’ Fears In Election 2024AI regulation, chip export curbs, tariffs and cryptocurrency support are big questions for tech stocks as the election nears.Read Morewww.investors.com[Continue Reading]

Watch CNBC’s full interview with Hightower’s Stephanie Link, BMO’s Brian Belski and Thornburg’s Emily LeveilleHightower’s Stephanie Link, BMO’s Brian Belski, and Thornburg’s Emily Leveille, join ‘Closing Bell’ to discuss markets,[Continue Reading]

How central banks, ETF inflows are driving gold pricesThe recent rally in gold (GC=F) prices may be pointing to a possible recession, one macro strategist told Yahoo Finance, ahead of[Continue Reading]

"High-Low" Approach in Consumer Names: LeveilleEmily Leveille, Portfolio Manager at Thornburg Investment Management, is taking the "high-low" approach in consumer stocks, preferring ultra-luxury names like Brunelo Cucinelli, and on the[Continue Reading]

Woods: Even with the recent market rebound, there’s still fear out thereJay Woods of Freedom Capital Markets discusses whether the markets are in the clear now following the global sell-off[Continue Reading]

  Industrial sector isn’t a ‘one size fits all’ marketThe industrial sector (XLI) has faced challenges, with industrial production falling 0.6% in July due to the impact of Hurricane Beryl.[Continue Reading]

To fix Starbucks, incoming CEO Brian Niccol will have to tackle its mobile app problemWhen Brian Niccol steps in as CEO of Starbucks, he’ll be tasked with fixing the chain’s[Continue Reading]

  What’s Brewing...AI Exploitation...Market OpportunitiesStarbucks Hot Take...AI-Driven Cyber Threats...Big is BetterRead Moremailchi.mp  [Continue Reading]

LEADERS Interview with Robert Zito, Founder, Zito Partners and Managing Partner, IPZLEADERS Interview with Robert Zito, Founder, Zito Partners and Managing Partner, IPZ by David SchnerRead Morewww.leadersmag.com[Continue Reading]

What’s next for the Biden administration’s Medicare drug price negotiationsThe Biden administration released prices or the first 10 medications subject to historic negotiations between the federal Medicare program and drugmakers.[Continue Reading]

  How ‘Deepfake Elon Musk’ Became the Internet’s Biggest ScammerAn A.I.-powered version of Mr. Musk has appeared in thousands of inauthentic ads, contributing to billions in fraud.Read Morewww.nytimes.com[Continue Reading]

Bloomberg Brief (08/14/2024)“Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. Today's guests: Seema Shah, Principal Asset Management Chief Global Strategist; Mark Malek, Siebert[Continue Reading]

Stick with large cap stocks for now, strategist suggestsJuly’s Consumer Price Index (CPI) reading revealed inflation was cooling, fueling Wall Street’s attitude that the Federal Reserve will make its first[Continue Reading]

Oil Declines After US Report Shows Surprising Stockpile BuildEIA reports US crude inventories built by 1.4 million barrels US inflation eased in July, matching market expectationsRead Morewww.bloomberg.com[Continue Reading]

A Nervous Wall Street Focuses On InflationFollowing a wild week on Wall Street, the U.S. markets have stabilized. However, economists continue to warn of a possible recession, and investors, as[Continue Reading]

US utilities poised to ride data center demand wave in second halfU.S. electric utilities sounded bullish on demand from data centers powering the artificial intelligence boom after striking several supply[Continue Reading]

Alternative Investing...Perfect Storm...Growth DriversView this email in your browserRead Moremailchi.mp[Continue Reading]