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Earnings Season

Why AI Spending Could Drive the Next Market Rally

Markets are navigating a complicated mix of strong corporate earnings, inflation concerns, geopolitical instability and shifting Federal Reserve expectations. Michael Monaghan, Portfolio Manager at Founder...

Why the Labor Market Is Coming Into Balance And What It Means for the Fed

Markets are reacting to a weaker-than-expected July jobs report, raising fresh questions about the Federal Reserve’s next move and whether a September rate hike...

The Einstein of Wall Street Explains Today’s Market Pullback

After two powerful days of record-setting gains, Wall Street finally paused as investors digested another wave of earnings, easing oil prices, and renewed geopolitical...

Record Highs, AI Stocks & Oil: What’s Next?

Markets continued their strong start to August as the Dow Jones Industrial Average and S&P 500 reached fresh record highs. Investor sentiment improved after military tensions between the...

What’s Driving the August Stock Market Rally?

U.S. stocks kicked off August with impressive momentum as the S&P 500, Nasdaq, and Dow Jones Industrial Average climbed to fresh record highs. Easing geopolitical tensions in...

Record Highs, AI Stocks & the Fed: What’s Next?

Markets kicked off August on a strong note as the Dow Jones Industrial Average reached another record high following easing geopolitical tensions in the Middle East....

Nvidia, SpaceX & AI: What Investors Need to Watch

Wall Street kicked off August with renewed momentum as investors digested another wave of strong corporate earnings and looked ahead to a busy stretch...

Market Outlook: Fed, AI & Oil

Markets closed out July on a strong note despite a week filled with volatility, Federal Reserve uncertainty, geopolitical tensions, and shifting investor sentiment around...

Wall Street Outlook: Fed Decision, Treasury Yields & Big Tech Earnings

Markets are digesting one of the most consequential weeks of the year as investors react to a divided Federal Reserve meeting, rising Treasury yields,...

Nvidia, AMD & Visa: What Options Traders Are Watching This Earnings Season

Markets are entering a critical week with Federal Reserve policy, mega-cap earnings, semiconductor volatility, and shifting investor sentiment all taking center stage. With Nvidia,...

Fed, Oil & AI: The Biggest Market Risks Ahead 

Global markets are entering one of the most important weeks of the year as investors balance strong economic data against rising geopolitical risks. With...

Big Tech Earnings, AI & the Next Investment Opportunity

Artificial intelligence remains the biggest investment theme on Wall Street, but investors are increasingly asking one critical question: Can Big Tech generate enough revenue to...