With mortgage rates poised to come down from their record highs, the housing sector could see some relief next year. Brown Harris Stevens CEO Bess Freedman explains. Plus, OpenAI is reportedly eyeing a fresh round of funding, valuing the company at or above $100 billion. MSA Capital’s Ben Harburg discusses. And, will this year’s stock winners continue their rally in 2024? GLJ Research’s Gordon Johnson weighs in.

Housing Stock Playbook, OpenAI’s Valuation, and 2023 Stock Winners 12/27/23

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Nvidia is just behind Apple and Microsoft in terms of market cap following last week's 15% surge. I/O Fund's Beth Kinding weighs in. Plus, it's a busy week of housing data, as that market continues to struggle with higher rates and lower inventory. Brown Harris Stevens CEO Bess Freedman discusses. And, if the AI impact roadmap starts with Big Tech, retail and the consumer are not too far behind. Storch Advisors CEO Gerald Storch explains.

Nvidia's Market Cap, Health of Housing, and AI's Retail Impact 05/28/24

Nearly 3 million Americans are headed to the airport for Memorial Day Weekend, rivaling the record 2.9 million set last November. The Conference Board's Steve Odland lays out the key consumer trends to watch. Plus, while the S&P 500 and Nasdaq are hovering near all-time highs, the Dow Transports is lagging this year. FreightWaves' Craig Fuller explains what's driving the slide. And, beyond Big Tech, a number of sectors are poised to drive the next wave of AI growth. Caret Group's Fred Hassan explains.

Memorial Day Weekend, Dow Transports, and AI Impact 05/24/24

Nvidia shares are surging following another blockbuster quarter, as demand for its AI chips shows no signs of slowing down. Clockwise Capital's James Cakmak and Stifel's Ruben Roy discuss. Plus, Nvidia's stock pop is lifting the broader markets. Hennessy Funds' Josh Wein and Defiance ETFs' Sylvia Jablonski explain. And, JPMorgan CEO Jamie Dimon is once again warning that a bumpy landing may be coming for the economy. Evans May Wealth's Lizzie Evans digs into the outlook.

Blockbuster Quarter, Riding the Nvidia Wave, and Dimon's New Warning 05/23/24

The market faces its biggest test yet as Nvidia prepares to report results. Synovus Trust's Dan Morgan previews the quarter. Plus, Target is also out with earnings this morning, just days after announcing thousands of price cuts. SW Retail Advisors' Stacey Widlitz lays out her expectations. And, Fed Governor Christopher Waller is taking a "wait and see" approach when it comes to rate cuts. Silvercrest Asset Management's Robert Teeter and Charles Schwab's Jeffrey Kleintop discuss.

Nvidia's Market Impact, Target Earnings, and Fed Rate Cut Timeline 05/22/24

Sanofi is partnering with OpenAI on artificial intelligence-driven drug development. Sanofi Chief Digital Officer Emmanuel Frenehard lays out the details. Plus, it's a big week for retail, with Lowe's among those reporting earnings today. R5 Capital's Scott Mushkin gives his expectations. And, ahead of Nvidia's results, Microsoft is out with a new AI-powered laptop. Visible Alpha's Melissa Otto explains.

Housing Stock Playbook, OpenAI’s Valuation, and 2023 Stock Winners 12/27/23

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