Apple stock declines despite record revenue, Amazon doubles down on AI spending
Slatestone Wealth chief market strategist Kenny Polcari analyzes Apple, Tim Cook's final earnings report and Amazon's $250 billion AI investment on ‘Varney & Co.’
Ramp: AI token spending up 21 times over the past year
Ramp co-founder and CEO Eric Glyman discusses corporate ‘tokenmaxxing’ and how businesses are managing artificial intelligence spending on ‘The Claman Countdown.’
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.’
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.’
Mortgage rates rise to 1-year high
The average rate on a 30-year fixed mortgage rose this week to 6.66%, according to the latest Freddie Mac data released Thursday. That is up from last week's reading of 6.58%.
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.'
Meta is in a ‘world of trouble’: David Bahnsen
Bahnsen Group managing partner David Bahnsen discusses why investors reacted differently to Microsoft's and Meta's AI spending on ‘Varney & Co.’
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.'
Fed holds funds rate steady
Former Council of Economic Advisers chair Jared Bernstein and Huntington Commercial Bank chief economist Ian Wyatt discusses the Fed's decision to hold rates on 'The Claman Countdown.'
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.’
Wall Street’s ‘great rotation’ continues ahead of Big Tech earnings and Fed rate decision
Payne Capital Management president Ryan Payne and Bullseye American Ingenuity Fund portfolio manager Adam Johnson break down the market rally, strong earnings, falling oil prices and what Meta and Microsoft earnings could reveal about AI spending.
Investor says to buy the 'diamonds in the rough'
Great Hill Capital chairman Thomas Hayes discusses the semiconductor market, highlighting its cyclical nature, on 'The Claman Countdown.'
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.'
SEC chair details plan to ‘make IPOs great again’ amid surge in activity
U.S. Securities and Exchange Commission chair Paul Atkins details how the agency is helping boost IPO numbers on ‘The Claman Countdown.’
Artificial intelligence the 'biggest single investing theme' in recorded human history, expert argues
Fitz-Gerald Group chief investment officer Keith Fitz-Gerald asserts that artificial intelligence is the most significant investing theme in recorded human history, comparing its impact to electricity.
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.'
New CEO inherits Cracker Barrel still recovering from rebrand backlash
Cracker Barrel CEO Julie Masino is stepping down following a slow recovery from a failed rebrand. While foot traffic and stock trends improve, sales remain below last year's levels.
Stuart Varney breaks down the Monday morning market rally
Stuart Varney kicks off Monday's market report, noting falling oil prices and interest rates leading to a stock market rally. He covers Big Tech's AI spending ahead of earnings, stable Treasury yields, and national average gas and diesel prices.
It's a 'huge week' for the markets, portfolio manager explains
Motley Fool Asset Management portfolio manager Shelby McFaddin analyzes this week's market trends and tech earnings, noting volatility around AI spending on 'Mornings with Maria.'