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Software Bounces Back, Meta’s Broadcom Deal, UK’s Growth Warning 4/15/26
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Wells Fargo CFO on Earnings, Carlyle CEO on Private Credit, Boeing Orders and Deliveries 4/14/26
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Money Movers 4/13/26
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Benchmark’s Bill Gurley, CoreWeave Strikes Deal with Anthropic, New Treatment for Pancreatic Cancer 4/10/26
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New Israel-Lebanon Talks, IMF Chief on Iran War and Growth, States Move to Ban New Data Centers 4/9/26
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Will the Ceasefire Last? Former Energy Secretary Moniz, Anthropic Limits Access to AI Model 4/8/26
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Inflation Expectations Rise, AWS CEO, What’s Behind Apple’s Drop 4/7/26
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NEC Director Kevin Hassett, OpenAI’s IPO Timeline, Anaplan CEO on Software Disruption 4/6/26
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Geopolitical Risks for Investors, Oil Surges, Early SpaceX Investor 4/2/26
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Eli Lilly’s Oral GLP-1 Approved, SpaceX Confidentially Files for IPO, Potential Activist Targets 4/1/26
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Iran’s IRGC Threatens U.S. Companies, World Bank Managing Director, $100 Tesla Price Target Cut 3/31/26
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Fed Chair Powell Speaks at Harvard, Trump Threatens New Iran Strikes, Aluminum Spikes 3/30/26
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Anthropic Investor on DoD Court Battle, CEO of AI Drone Company, Citi’s Head of U.S. Equity Strategy 3/27/26
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President Trump Reveals Iranian “Present” to U.S., Tanger CEO on the Consumer, Apple’s U.S. Manufacturing Push 3/26/26
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What Oil Signals About a Possible Ceasefire, Arm Makes a Strategy Shift, Chewy CEO on Earnings 3/25/26
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Limiting Private Credit Withdrawals, Oil’s Asia Risk, Anthropic v. DoD 3/24/26
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Former Defense Secretary William Cohen on Iran, CEO of Top U.S. Energy Producer on Prices, Time to Sell the Mag 7? 3/23/26
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The Biggest Risk to the Market, Google Pushes for Pentagon Contracts, Iran War Hits Fertilizer Supply Chain 3/20/26
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President Trump hosts Japan PM at White House, Oil Spikes on New Attacks, Apollo’s Co-Head of Private Equity 3/19/26
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Hyperscalers Too Big To Fail? Oklo & Sailpoint CEOs 3/18/26
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Impact of Iran War on U.S. Economy, Long-Term Impact for Nat Gas, Nvidia CEO Details Guidance 3/17/26
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Sec. Bessent to CNBC on Iran War, Impact on Midterm Elections, Benchmark’s Bill Gurley 3/16/26
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Timeline for Reopening the Strait of Hormuz, C-Suite Changes at Adobe, Wheaton Precious Metals CEO 3/13/26
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Oil Heads back towards $100/Barrel, Impact on Fertilizer & Food Prices, Rate Cut Odds Decline 3/12/26
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Oil Prices React to IEA Decision, Oracle Surges on Earnings, Meta Plans for New In-House Chips 3/11/26
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U.S. Special Envoy for Peace Missions Steve Witkoff, HPE CEO on Earnings, Nvidia Making a Software Push? 3/10/26
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NY Fed Inflation Expectations, Market Bounces Off Lows as Oil Spikes, Jet Fuel Impact on Travel 3/9/26
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Fed Governor Stephen Miran, Energy Prices Surge, New Labor Market Study 3/6/26
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Oaktree’s Howard Marks, Broadcom’s AI Runway, Okta CEO on Earnings 3/5/26
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Global Stocks React to War in Iran, New Anthropic Revenue Numbers, Microsoft Destroying its Own Moat? 3/4/26
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Market Reaction to Iran Escalation, A16Z’s Ben Horowitz, MongoDB CEO on Earnings 3/3/26
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Trump Addresses Iran Attacks, Former Iran Nuclear Deal Negotiator, Anthropic Blacklisted by Pentagon 3/2/26
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Money Movers 2/27/26
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Street Reacts to Nvidia, Software Earnings, State Farm Dividend to Customers, The Case for Small Caps 2/26/26
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New Test for Software, Cava CEO on Earnings, DoD Targets Anthropic 2/25/26
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Tariff Confusion Continues, Amer Sports CEO, Paramount Skydance Ups WBD Bid 2/24/26
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Money Movers 2/23/26
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Lead Challengers React to Tariff Ruling, plus Impact for Retail, Housing & the AI Buildout 2/20/26
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AI Fears and Earnings, Wheaton CEO on Silver & Gold Volatility, Carvana CEO Responds to Short Seller Report 2/19/26
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JLL CEO on CRE, Mark Zuckerberg Arrives at Trial, FIFA President 2/18/26
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Medtronic & eToro CEOs on Results, Twilio CEO on Software Fears, Quantum Company Goes Public 2/17/26
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Top Nat Gas Provider on AI Power Demand, DHS Funding Lapse Impact on TSA, Moving Beyond Nvidia 2/13/26
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AI Fears Move Beyond Software, AWS CEO, DOJ Antitrust Chief Resigns 2/12/26
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Money Movers 2/11/26
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NY Fed Report of Consumer Debt, Hasbro CEO on Earnings, The Tale of Two AI Markets 2/10/26
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Money Movers 2/9/26
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Money Movers 2/6/26
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Money Movers 2/5/26
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Money Movers 2/4/26
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Money Movers 2/3/26
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Money Movers 2/2/26
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Fed Governor Miran Reacts to Warsh Pick for Fed Chair, Impact on Rates and Markets, Gold and Silver Plummet 1/30/26
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Software Slumps, Meta Surges on Earnings Beat, Lazard and Raymond James CEOs 1/29/26
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Yen Drops, Dollar Rallies on Bessent Comments to CNBC, Reaction to Starbucks Results, GE Vernova CEO on Earnings 1/28/26
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Health Insurers Tumble, 5 Years After GameStop, Sysco CEO 1/27/26
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CEOs Respond to Minnesota ICE Shooting, Winter Storm Hits Airlines and Energy Companies 1/26/26
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Intel Plunges on Guidance, Power Grid Preps for Winter Storm, Moving Beyond AI Chatbots 1/23/26
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Novartis, Authentic Brands and CrowdStrike CEOs 1/22/26
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Money Movers 1/21/26
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Commerce Secretary Lutnick, Gap & Pfizer CEOs 1/20/26
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Tech Firms Paying for Increasing Power Bills? Largest U.S. Nat Gas Producer, AI Eating Software 1/16/26
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Morgan Stanley & Goldman Sachs Hit New Highs, Former National Security Advisor McMaster, AI Chip Demand Fuels TSMC 1/15/26
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Wells Fargo CFO, Plaintiff Layer in Trump Tariff Case, N.D. Sen. Kevin Cramer 1/14/26
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Former NEC Director Gary Cohn, Goldman’s Top Earnings Trades, Global Central Bankers Back Powell 1/13/26
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DOJ Investigation into Fed Chair Powell, Former Fed General Counsel, Trump Calls for Credit Card Rate Cap 1/12/26
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Toymaker vs. Trump Tariffs, Institutional Single-Family Homeowner Pushes Back, Meta Inks Nuclear Deal 1/9/26
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Defense Stocks Surge, Federal Housing Director Bill Pulte, Google to Use Gmail History for New AI Tools 1/8/25
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Venezuela’s Sanctioned Oil Sales, President Trump Takes Aim at NATO, Alaska’s Record Boeing Purchase 1/7/26
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Geopolitical Risks and the Bond Market, Amazon’s Head of Devices and Service, AI Robotics Race 1/6/26
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Venezuela’s Maduro to be Arraigned, Implications for Oil, Chinese AI IPO Pipeline 1/5/26
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Money Movers: 1/2/26
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Money Movers: 12/31/25
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Money Movers: 12/30/25
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Money Movers: 12/29/25
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Money Movers: 12/26/25
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NEC Director Kevin Hassett, Tanger CEO, Top AI Scientists at Odds 12/23/25
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Money Movers 12/22/25
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Money Movers 12/19/25
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A Near-Term Bottom in the AI Trade, Former Fed Vice Chair Clarida, Joby CEO on Production Expansion 12/18/25
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Google Gemini Announces New Model, AZ City Rejects Data Center, The Biggest IPO of the Year 12/17/25
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Money Movers 12/16/25
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Money Movers 12/15/25
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Money Movers 12/12/25
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Former NEC Director Gary Cohn, Disney Partners with OpenAI, Coke Leadership Change 12/11/25
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Top WBD Shareholder, Nvidia’s China Exports, Mastercard’s Economic Outlook 12/10/25
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Boeing Orders and Deliveries, Crypto Company ‘Twenty One Capital’ Goes Public, Fifth Third and Brex Partner 12/9/25
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New Inflation Expectations Data, Former Netflix Exec on Paramount’s WBD Bid, Apple’s Executive Exodus 12/8/25
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Netflix/Warner Brothers Discovery Merger: “A Disaster for America,” Supercharging a Robotics Boom, ‘China’s Nvidia’ Goes Public 12/5/25
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Former CEA Chair Jason Furman, Google’s New Coding Deal, Geopolitical Risk as a Buying Opportunity 12/4/25
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A 5% S&P 500 Pullback? Former OpenAI Exec. On Rising Competition, Williams CEO on Nat Gas Prices & AI 12/3/25
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Amazon Announces New AI Chip, Costco Sue Trump Administration, AI’s M&A Impact 12/2/25
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Former Nasdaq CEO on AI Bubble Fears, ChatGPT Turns Three, S&P 500 8K? 12/1/25
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Money Movers 11/28/25
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Money Movers 11/26/25
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Another Alphabet Catalyst, Growing Rate Cut Odds, Nvidia Defends Its Financials 11/25/25
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Alphabet and the AI Trade, Tanger CEO on the Consumer, Novo Nordisk Shares Drop 11/24/25
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SEC Commissioner Uyeda, Webull U.S. CEO, AI Chipmaker Cerebras 11/21/25
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Nvidia Loses Post-Earnings Gains, Liberty Media CEO, Fanatics Gets into Predictions Markets 11/20/25
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U.S.-Saudi Investment Summit, GM CFO, Alphabet’s Threat to Nvidia 11/19/25
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Saudi Crown Prince Arrives at White House, The Market’s AI Fears, Medtronic CEO 11/18/25
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