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Memory’s Micron Moment, Congressional Clash, and Just a June Swoon? 6/24/26
Amid the recent choppiness in the memory trade, we bring you we bring you the key numbers ahead of bellwether Micron’s earnings--and the share price KKM’s Jeff Kilburg, who timed the Intel rally, says would make him a buyer again. President
Fading Memory, Retail Renaissance, and Standby on SpaceX 6/23/26
Memory chips come back down to earth. Wolfe targets a new top pick in retail. Plus, why G Squared Capital’s Victoria Greene is sitting on the SpaceX sidelines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for inform
The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26
Every Mag 7 stock is down over the past month, while memory names keep rallying. We look at the fractures in tech, and what’s the better AI trade from here. Plus, a look at Alan Geenspan’s influence on Fed policy. Hosted by Simplecast, an A
Apple Price Hike, Oil Prices Fall on Iran Agreement, and a SpaceX Bear 6/18/26
Apple will reportedly raise prices, and President Trump says the company will partner with Intel to design and build chips in the US. Oil and gas prices fall as the Iran peace agreement seems to move forward. Plus, CFRA says markets are ove
Special Coverage: Kevin Warsh’s First Rate Decision as Fed Chairman 6/17/26
Kelly Evans and Brian Sullivan host CNBC’s special coverage of the Federal Reserve rate decision live from Washington, DC. Former Philadelphia Fed President Patrick Harker, Former Kansas City Fed President Thomas Hoenig, AOL Founder Steve C
Iran Peace Framework, Tech Takes Off, and Investing in World Cup Infrastructure 6/15/26
Stocks pop after the US and Iran sign an agreement to continue to negotiate an end to the war. Tech stocks surge, with chips, software and the Mag 7 all catching a bid ahead of this week’s Fed decision. Plus, how to capitalize on the tax-fr
SpaceX Soars in Trading Debut 6/12/26
Shares of SpaceX pop in the biggest IPO ever. We dig into what it will take to bring the company to scale, some of the key technological risks it faces, and what it will take for Elon Musk to maintain his newly-minted trillionaire status. H
Bank of America Double-Upgrades Intel, Hope for Gold Miners? 6/11/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertis
Markets Ready for SpaceX IPO, Proposals for Prediction Markets, and The Big Business of the Knicks 6/10/26
Stocks under pressure as investors prepare for the SpaceX IPO, which is shaping up to be an historic liquidity event. The names that could see the most selling, plus a former derivatives trader on how to hedge any current SpaceX exposure. T
Wild Stock Swings, The “K” Comes for Housing, and The Evolving Capex Trade 6/9/26
Stocks give up earlier gains, with tech the biggest laggard once again. The homebuilder KBW says can defend margins in the K-shaped housing market. Plus, Fast Money trader Tim Seymour on the differences he’s seeing in today’s sell-off versu
