Macro strategist Jordi Visser delivered a striking observation on a recent episode of The Pomp Podcast with Anthony Pompliano. Among the roughly 100 stocks in his thematic portfolio, Eli Lilly is the only healthcare…
The host of Reuters Morning Bid opened the week with a framing that might make investors pause. The current macro environment looks calmer on the surface than the underlying conditions actually warrant, and June…
Retail investor Chris Camillo, host of the Dumb Money Live channel and a practitioner of what he calls “social arbitrage,” laid out a sweeping framework for the AI investment cycle on a recent episode…
On a recent episode of The Pomp Podcast featuring guest Jordi Visser, host Anthony Pompliano surfaced a notable statement from Amazon (NASDAQ:AMZN | AMZN Price Prediction) founder Jeff Bezos: the bottom 50% of Americans…
Crypto analyst Ran Neuner recently joined The Wolf Of All Streets podcast with host Scott Melker to discuss a part of Strategy (NASDAQ:MSTR | MSTR Price Prediction) that many retail investors still do not fully…
Chris Camillo, the retail investor and Dumb Money Live host known for his social-arbitrage trading style, used a recent appearance on The Iced Coffee Hour podcast to lay out one of the most concentrated…
Dan Shipper, founder of the AI-forward media and software company Every, is pushing back on the conventional Wall Street narrative that companies can simply replace headcount with AI to raise margins. Dan explained why…
Live Updates Costco Q3 Earnings Coverage Wrap-Up4:58pm ETThat wraps up our initial coverage of Costco’s Q3 results. Thank you for stopping by! What Could Move Costco Stock From Here4:51pm ETWith Costco’s Q3 earnings report…
Live Updates MongoDB's Q1 Earnings Coverage Wrap-Up4:45pm ETThat wraps up our initial coverage of MongoDB’s Q1 results. Thank you for stopping by! MongoDB Raises Both Ends of FY2027 Guidance4:36pm ETThe real story tonight is…
Live Updates Dell Q1 Earnings Coverage Wrap-Up4:45pm ETThat wraps up our initial coverage of Dell’s Q1 results. Thank you for stopping by! Dell’s $24 Billion in Q1 AI Orders Quarter Sent the Stock 17%…
A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) announced an $80 billion stock buyback, raised its…
Wedbush Securities analyst Dan Ives has a message for tech CEOs racing to publicly tie artificial intelligence to headcount reductions. On a recent segment of The AI Daily Brief, Ives argued that framing AI…
Live Updates Snowflake Q1 Earnings Coverage Wrap-Up4:50pm ETThat wraps up our initial coverage of Snowflake’s Q1 results. Thank you for stopping by! 4 Surprises from Snowflake's Q1 Results Tonight4:43pm ETFour Surprises That Weren’t Priced…
Live Updates Marvell Technology Q1 Earnings Coverage Wrap-Up4:51pm ETThat wraps up our initial coverage of Marvell Technology’s Q1 results. Thank you for stopping by! Revisiting Marvell's Pre-Earnings Bear Case4:38pm ETFour concerns dominated Marvell Technology…
Live Updates Salesforce Q1 Earnings Coverage Wrap-Up4:50pm ETThat wraps up our initial coverage of Salesforce’s Q1 results. Thank you for stopping by! Salesforce's Q1 Earnings Earn an A- Grade4:34pm ETOverall Grade: A- Salesforce (NYSE:CRM…
Live Updates Modine Manufacturing Q4 Earnings Coverage Wrap-Up4:52pm ETThat wraps up our initial coverage of Modine Manufacturing’s Q4 results. Thank you for stopping by! Check out management’s earnings call tomorrow at 10 AM EST…
Live Updates Box Q1 Earnings Coverage Wrap-Up4:51pm ETThat wraps up our initial coverage of Box’s Q1 results. Thank you for stopping by! Check out management’s earnings call at 5 PM EST for more updates.…
Live Updates Zscaler Q3 Earnings Coverage Wrap-Up4:50pm ETThat wraps up our initial coverage of Zscaler’s Q3 results. Thank you for stopping by! Does Zscaler's 17% Drop After Q3 Earnings Make Sense?4:24pm ETZscaler (NASDAQ:ZS |…
On a recent episode of the Earn Your Leisure podcast titled “The AI Boom Isn’t Over! Micron Technology Just Proved It!“, co-hosts Rashad Bilal and Troy Millings laid out a two-part thesis that the…
During a recent episode of The Pomp Podcast featuring guest Jordi Visser, host Anthony Pompliano highlighted a striking proposal from Amazon (NASDAQ:AMZN | AMZN Price Prediction) founder Jeff Bezos. Bezos believes the bottom 50%…
