Walmart (WMT) and The Home Depot (HD) both reported their fiscal Q2 earnings this morning that were well above estimates causing both stocks to initially surge in the pre-market. As more color on their outlooks …
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Good Morning, Guy and I are back with our weekly Set-Up, looking at the week ahead and discussing single stock and macro stories that will drive the market action this week. Watch below and see …
Continue readingMy Friend Tom Lee, Founder and Head Strategist of FundStrat Global Advisors this morning in his client note continued to make the case about why the current rotation out of growth and into cyclical value …
Continue readingGood morning, Guy, and I hope you had a great weekend…we are back with The Set-Up, discussing today’s rotation out of the Nasdaq and into banks, industrials, and small caps. We preview this week’s earnings …
Continue readingYesterday Guy Adami, Sven Henrich, and I recorded Straight Talk where we discussed the likelihood of another relief package this month and the politics delaying a bi-partisan deal. We had a lively debate on the …
Continue readingShortly after the open yesterday, I recorded my weekly In The Money segment with Fidelity Investments. We discussed the implications of declining rates and the U.S. dollar and rising gold on sentiment towards stocks. I …
Continue readingDisney (DIS) reports its fiscal Q3 earnings today after the close. The options market is implying about a 5% one day move tomorrow which is double the average over the last four quarters. With the …
Continue readingToday after the close the AGA of MAGA, (Apple, Alphabet-Google & Amazon) nearly $4.5 trillion in market cap, 30% of the Nasdaq 100 & 14% of the S&P 500 will report Q2 results. That’s more …
Continue readingStarbucks (SBUX) will report its fiscal Q3 results today after the close, the options market is implying about a $3.20 move in either direction or about 4.2%, which is slightly rich to the 3.5% average …
Continue readingI hope you had a great weekend. Guy Adami and I are back with The Set-Up…what we will be watching this week and likely discussing each night on CNBC’s Fast Money: Here are some …
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