Episodes

  • Big Gains for Small Caps, Health of Housing & Holid-AI Shopping 11/26/25
    Nov 26 2025

    The small-cap names to watch as the Russell 2000 outperforms the major averages during the shortened holiday week. Sellers are pulling their homes off the market at a rapid rate, and Redfin CEO Glenn Kelman warns there could be more housing pain ahead. Plus, how consumers are using AI to shop for gifts this season.


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    44 mins
  • AI's Big Shift, Crushed Confidence & Retail's Best Buy 11/25/25
    Nov 25 2025

    AI laggard Alphabet rapidly moving to the front of the pack, on track to hit a $4T market cap. Consumer confidence hits a 7-month low as recession fears rise. Plus, Best Buy beats estimates and raises guidance... why one analyst says this holiday season could be especially strong for the retailer.


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    50 mins
  • Novo Nosedives, New AI Darlings & Buy the Former High-Flyers? 11/24/25
    Nov 24 2025

    Novo Nordisk hits a 4-year low, just days after rival Eli Lilly hits a $1T market cap milestone.
    Plus, some former high-flyers trading more down to earth. Is now the time to get in? And, two unlikely names dominating the AI narrative now.


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    44 mins
  • Markets Rebound, Bitcoin Breaks Down & Google's Gains 11/21/25
    Nov 21 2025

    Stocks surge after the odds of a December rate cut climb. Bitcoin on pace for its worst week in three years. Plus, Alphabet's AI momentum is worrying some of its rivals.


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    44 mins
  • Wall Street's Double Whammy 11/20/25
    Nov 20 2025

    The Nvidia-fueled rally fizzles, and so do hopes that the Fed will cut rates next month. We look at where you can ride out the volatility and still find opportunity.


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    44 mins
  • Nvidia on Deck, Muddy Waters' New Long Position & Read on Retail 11/19/25
    Nov 19 2025

    We break down the Nvidia numbers to watch after the bell with VC Lo Toney, and the only analyst with a sell rating on the AI giant. Short-seller Carson Block reveals a rare long position. Plus, what Lowe's got right in its third quarter.


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    43 mins
  • Scaling Back on AI, Crypto Cools & 3 Names to Buy 11/18/25
    Nov 18 2025

    The Street starting to split on hyperscalers with Rothschild & Co Redburn downgrading Microsoft and Amazon, while Loop upgrades Alphabet. Bitcoin turns negative for the year. Plus, Victoria Greene's three stocks to buy in the pullback.


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    44 mins
  • Tracking Nvidia Trades, Retail Wreckage, and AI Super PAC Spending 11/17/25
    Nov 17 2025

    Options flashing a bullish, but cautious, signal ahead of Nvidia earnings. Bernstein sees near-term risk for the country’s biggest retailer. Plus, the $100M AI Super PAC picks its first target.


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    44 mins