MRKT Call

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MRKT Call episodes

June 10 The Inflation Problem Is Here To Stay
LEARN MORE about NDX: ⁠⁠https://www.nasdaq.com/nasdaq-100-options-xnd-ndx?utm_medium=Podcast&utm_source=RiskReversal⁠
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Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, June 10th.
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57 min
June 09 The Structural Damage Nobody's Pricing In
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Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, June 9th
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47 min
June 08 Tech Crashed Friday, Ripped on Monday... Now What?
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing.
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APEX Data: https://apexfintechsolutions.com/data/

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Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, June 8th.
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48 min
June 04 Broadcom Just Lost $300 Billion In Market Cap
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Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, June 4th.
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49 min
June 03$MA and $V Are Breaking Down: The Consumer Is In Trouble
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Guy Adami and Dan Nathan hit a major milestone and don't hold back on what the market is really telling you beneath the surface.
The Nasdaq is up 35% since March. Q1 earnings beat rates are near historic highs. Consumer sentiment is holding. So why do Mastercard, Visa, and American Express look like they're quietly falling apart? And why is the VIX on the Nasdaq flashing a warning that most investors aren't paying attention to?
Guy and Dan break it all down — from the concentration risk hiding inside the indices, to crude oil's technical setup, to what the Cisco/fiber parallel from 1999 might mean for Nvidia and the AI trade today.
Topics covered:
Mastercard, Visa & AmEx: what the payment processors are signaling about the consumer

Nasdaq 100 concentration: 15 names carrying the whole index

VIX vs. VIX-N: the divergence Kevin Davitt says you need to watch

Broadcom earnings preview: a $2.3 trillion company with 670% expected EPS growth — is it already priced in?

Palo Alto Networks: best in class, but has it overshot?

Software stocks: the bounce, the fade, and what comes next

Oil and energy: why Valero is at all-time highs while crude is well off its peak

The Cisco-to-Nvidia comparison — and why it's eerily familiar
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47 min
June 02We're Still Climbing the Hype Curve
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Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Tuesday, June 2nd.
Links
Dan Loeb Touted Semiconductors As The 'Most Attractive Sector' In AI Boom— But His Nvidia Sell-Off Tells A Different Story: https://www.benzinga.com/markets/equities/26/06/52933067/dan-loeb-touted-semiconductors-as-the-most-attractive-sector-in-ai-boom-but-his-nvidia-sell-off-tells-a-different-story

Rosenberg Research: https://www.rosenbergresearch.com/

A Guide to the Circular Deals Underpinning the AI Boom: https://www.bloomberg.com/graphics/2026-ai-circular-deals/?ai=eyJpc1N1YnNjcmliZWQiOnRydWUsImFydGljbGVSZWFkIjpmYWxzZSwiYXJ0aWNsZUNvdW50IjowLCJ3YWxsSGVpZ2h0IjoxfQ==
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46 min
June 01 Carter Worth: We've Only Seen This 4 Times in 35 Years
WATCH Standing Table: https://www.youtube.com/playlist?list=PLi2hbAdUGj5_EdNsNF-NIBB7wtOJUA-sv
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Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, June 1st.
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39 min
May 28 The Algos Took It Up. They'll Take It Down Twice as Fast.
Watch Standing Table with Liz: https://youtu.be/_ac2rYWc04o
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Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, May 28th.
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47 min
May 27 The Market Is Buying First, Asking Questions Later
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Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, May 27th

Articles Referenced
- JPMorgan CEO Dimon sees firm ’over-earning’ as costs may rise: https://finance.yahoo.com/markets/stocks/articles/jpmorgan-ceo-dimon-sees-firm-140037162.html
- Running with the Bulls: Inside NDX®'s Rare 15.7% Monthly Surge: https://www.nasdaq.com/articles/running-bulls-inside-ndxrs-rare-157-monthly-surge-and-volatility-story-behind-it
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Learn more about FactSet: https://www.factset.com/lp/mrkt-call
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43 min
May 26Sign of the Times: Micron Hits $1 Trillion Market Cap
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.
Try Fidelity’s most powerful trading experience yet:
https://Fidelity.com/TraderPlus
Fidelity Investments and MRKT Call are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC.
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Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, May 26th.

Show Notes
Venture Capitalist John Doerr Says AI Is the Biggest Tech ‘Tsunami’ Ever (WSJ)

Bessent Has Limited Options to Halt Climb in Treasury Yields (WSJ)

Corporate Bonds Are a Great Deal if You Don’t Look Too Closely (WSJ)

The Economy Is Strong (The Daily Spark)

Strong corporate earnings may not be what they appear (Axios)
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46 min

About MRKT Call

From the publisher's feed

MRKT Call is a daily video series with CNBC Fast Money’s Guy Adami and Dan Nathan. They’re offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth…