Description
Nasdaq, S&P, Dow drift after retail sales come in softer than expected (0:35). 2 Fed rate cuts in 2024 and 6 in 2025? (1:47). Nvidia driving things; anxiety about 2nd half of the year (2:50). Apple price target raised; tech bull market 'is just starting.' (4:00). Crypto eventually going to be in every portfolio (7:20).
Episode transcripts: seekingalpha.com/wsb
Show links:
Nvidia rises after Rosenblatt sets Street High PT of $200
Invesco sees two rate cuts this year while KPMG sees six in 2025; SA Summit
Apple's price target raised at J.P. Morgan on AI boost to iPhones
Tech bull market to last another 2–3 years
Powell And The Fed Are More Hawkish Than You Think: Expect Economic Weakness Ahead
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Global macro proxy FedEx jumps on strong earnings. (0:16) Tesla attracts a new bull. (4:08) The IRS says sorry. (5:00)
Show Notes
Goldman’s top 50 high Sharpe Ratio stocks
These 5 stocks in the S&P now have the highest prices following Chipotle's split
Whirlpool stock jumps as Bosch weighs...
Published 06/26/24
Nasdaq, S&P snap 3-day losing streak as Nvidia rebounds (0:28), South Korea to start granting aid to chip manufacturers (3:20), and a Micron Q3 preview (4:55).
Episode transcripts: seekingalpha.com/wsb
Show links:
Nasdaq, S&P, Dow futures tick up after tech stocks recover
Asia markets...
Published 06/26/24