Tech stocks continue to outperform as the digital ad market shows signs of recovery. RBC's Brad Erickson explains. Plus, automakers are warning of sluggish sales and production cuts. S&P; Global Mobility's Stephanie Brinley dives into the outlook. And, stocks are selling off as traders reassess the impact of "higher for longer" rates. Washington Crossing Advisors' Kevin Caron and Matrix Asset Advisors' David Katz discuss.

Digital Ad Market Recovery, Automaker Sales, and the Stock Sell-Off  02/06/24

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The Fed kicks off its 2-day policy meeting today ahead of the decision and press conference tomorrow. JPMorgan's Joyce Chang previews the event. Plus, Apple has logged its worst performance on the day of a WWDC keynote in more than a decade. Arete's Richard Kramer explains. And, the S&P; 500 and Nasdaq are coming off yet another day of fresh all-time highs. Essex Investment's Nancy Prial and Fundstrat's Tom Lee discuss.

Fed Policy Meeting, Apple AI Intelligence, and Fresh Record Highs 06/11/24

Apple kicks off its Worldwide Developers Conference today, as the company looks to play AI catch-up. Maxim Group's Tom Forte and Laffer Tengler Investments' Nancy Tengler tee up the event. Plus, European markets are selling off as the conservative wave sweeps across France, Germany, and others. Fordham Global's Tina Fordham discusses. And, the end to the freight recession could be farther away than expected. HSBC's Parash Jain explains.

Apple WWDC, Europe Elections, and the Freight Recession 06/10/24

The monthly jobs report will be key to the market action today. ZipRecruiter’s Julia Pollak gives her estimates. Plus, the battle of the market cap leaders is on between Apple and Nvidia. Big Technology’s Alex Kantrowitz discusses. And, shares of GameStop are surging once again after Keith Gill scheduled his first YouTube stream in almost four years. Former SEC Commissioner Michael Piwowar and Former E*TRADE CEO Karl Roessner explain.

May Jobs Report, Apple vs. Nvidia, and Meme Stock Madness 06/07/24

The European Central Bank is widely expected to cut rates for the first time since 2019. Citi's Beata Manthey explains. Plus, bullish signals for the freight market, as Saia says it's seeing an uptick in demand. Saia CEO Fritz Holzgrefe discusses. And, according to a new report, nearly three quarters of top black business leaders believe their company has a strong commitment to diversity, equity, and inclusion. Executive Leadership Council's Michael Hyter dives into the data.

ECB Decision, the State of Freight, and Diversity in Business 06/06/24

Shares of Hewlett Packard Enterprise and CrowdStrike are higher, offering some relief to the slumping software sector. Clockwise Capital's James Cakmak discusses. Plus, Lululemon reports earnings after the close today. LSEG's Jharonne Martis and Bernstein's Aneesha Sherman debate the outlook for the company. And, the dust is anything but settled for GameStop following its massive stock pop on Monday. The New York Times' Kate Kelly explains.

Digital Ad Market Recovery, Automaker Sales, and the Stock Sell-Off 02/06/24

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