Tech is going to be the one 'pulling' markets for next couple weeks, R 'Ray' Wang says
Constellation Research founder R 'Ray' Wang analyzes tech's impact on the market rally, broader capital expenditure trends among Big Tech companies and Palantir's quarter results on 'Varney & Co.'
Peter Mallouk warns SaaS is 'extremely vulnerable' amid AI
Creative Planning President Peter Mallouk explains why Software as a Service is vulnerable to artificial intelligence on 'Making Money.'
LARRY KUDLOW: Iran or not, the Dow just broke another record
Mainstream economists may not like it, but tariffs have refocused businesses domestic production away from offshoring
Market analyst hails Chevron-Microsoft deal as a 'tremendous breakthrough'
CPA and market analyst Dan Geltrude breaks down Chevron and Microsoft's massive 20-year power deal. He explains how tech's growing data center needs are driving partnerships with traditional energy companies.
AI trade 'isn't dead,' it is 'simply catching its breath': Jason Katz
UBS managing director Jason Katz analyzes tech stock valuations and the search for artificial intelligence profits.
Why trillions in boomer wealth may never reach their heirs
Wall Street Journal ‘Free Expression’ deputy editor Jack Butler discusses the comeback of the minivan and why only a fraction of the $93 trillion held by baby boomers is expected to reach Gen X and millennial heirs.
Y'all Street launches: Texas Stock Exchange goes live in Dallas
The TXSE debuted as the first major U.S. stock exchange to launch in decades, challenging the NYSE and Nasdaq for corporate listings and future IPOs.
Semiconductor stocks soar as strong Microsoft outlook revives AI trade
Key Advisors Wealth Management co-founder and CEO Eddie Ghabour discusses the surge in semiconductor stocks, including NVIDIA, and Microsoft's strong cloud-driven earnings outlook on ‘The Claman Countdown.’
Does Google still have room to run?
Woodshaw Financial Group principal D.R. Barton joins 'Varney & Co.' to explain why Alphabet Inc. is his top hyper-scaler pick, despite Meta and Microsoft market discussions.
Big Tech has gone from delivering savings to demanding credit, market strategist says
Wellington-Altus chief market strategist Jim Thorne discusses the Fed's next moves, inflation concerns and where to invest in the artificial intelligence buildout on ‘Making Money.’
R 'Ray' Wang on Microsoft, Meta reports: 'Tale of two earnings'
Constellation Research CEO R 'Ray Wang' analyzes Microsoft and Meta's Q2 earnings reports on 'Mornings with Maria.'
Realizing 'economic value' from AI models is race 'we're really in,' Palantir CTO says
Palantir CTO Shyam Sankar discusses the future of AI in defense, the U.S.-China AI race and the next frontier of artificial intelligence on 'Mornings with Maria.'
This is a market where Apple looks like 'the winner' in AI: R 'Ray' Wang
Constellation Research CEO R 'Ray' Wang discusses the market sell-off, his expectations for Amazon and Apple earnings, the Federal Reserve meeting and AI governance on 'Mornings with Maria.'
KBW CEO Tom Michaud: 'All is well' in banking sector after Q2 earnings
KBW CEO Tom Michaud discusses the second-quarter earnings of major banks, reporting that 'all is well' in the sector on 'Mornings with Maria.'
Will the Fed hold rates? Nancy Lazar breaks down what's next for markets
Piper Sandler chief global economist Nancy Lazar analyzes the state of the U.S. economy, expectations for the Federal Reserve's rate decision and what upcoming GDP and inflation data could mean for investors on ‘Mornings with Maria.’
Market expert cautions investors over semi,AI trade
Investment banking expert Gary Kaltbaum raises concerns about NVIDIA's high valuation and spending and highlights rising credit default swaps and the pressure on the semi-AI trade on 'Varney & Co.'
Technology, AI ‘diffuses’ into the broader economy, investment strategist says
U.S. Bank Asset Management Group national investment strategist Tom Hainlin discusses technology earnings and the impact of artificial intelligence on the economy on ‘The Claman Countdown.’
Chinese chipmaker CXMT soars after blockbuster IPO
BluBird Capital managing partner Anni Sen analyzes the technology sector, discussing Chinese chipmaker CXMT's market position and BlackBerry's pivot to robotics on 'Making Money.'
Market less tolerant of unlimited AI capex: UBS managing director
UBS managing director and senior portfolio manager Jason Katz discusses market uncertainty surrounding artificial intelligence spending on 'Varney & Co.'
Ranking the 'Magnificent Seven' from most to least attractive, based on future cash flow
Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms and Tesla, there are two industry leaders that stand out for all the right reasons.