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Marley Kayden discusses SpaceX’s (SPCX) upcoming earnings announcement, the U.S. weighing new AI sanctions on China, and the Trump administration’s evolving tariff strategy.
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Sydney Armani discusses how future advances in AI driven diagnostics could reshape preventative medicine. He explores how artificial intelligence could transform the future of healthcare, from identifying life-threatening diseases before they ever reach Stage 1 to enabling earlier more personalized treatment.
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Dean Rubino, CEO of KPC Private Funds, explains why private markets are becoming a core part of investor portfolios rather than just an alternative investment. He discusses the growth of pre-IPO opportunities, the role of private funds in diversification, and what needs to change for private markets to become a more mainstream allocation.
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Ben Emons warns that inflation risks are building as rising oil prices, Middle East tensions, and new permanent tariffs pressure the global economy. He explains why the market may be underestimating these threats and how they could increase the likelihood of future Fed rate hikes.
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Rebecca Lindland and Scott Martin break down General Motors’ (GM) earnings and evolving growth strategy. Lindland highlights GM’s focus on high-margin vehicles and flexible powertrain offerings, while Martin discusses the company’s expansion into batteries, aerospace, defense, and recurring-revenue services as CEO Mary Barra pushes to diversify beyond traditional auto manufacturing.
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Datavault AI (DVLT) CEO Nathaniel Bradley evaluates the latest moves in Bitcoin and Ethereum. He discusses the latest on the Clarity Act and other forms of crypto regulation and says crypto represents a better and safer audit trail in respect to many transactions. Nathaniel then discusses more about cryptocurrency trends and outlines what to monitor in the space.
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Kim Forrest talks about Texas Instruments (TXN) as the company reports earnings Wednesday after the closing bell. She says the earnings from General Motors (GM) serves as a bullish indicator for Texas Instruments and shares her expectations for the report.
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Alex Roy, CEO of Salesbox AI, discusses how AI is reshaping the labor market, noting that while AI-driven layoffs have impacted parts of the tech sector, they have yet to meaningfully increase overall unemployment. He also highlights AI’s potential to create “tiny giants,” empowering smaller companies and entrepreneurs to scale efficiently with fewer resources.
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LikeFolio's Megan Brantley highlights strong consumer demand at Home Depot (HD) and Lowe's (LOW) despite ongoing housing market challenges. She explains why Home Depot's growing professional business and resilient spending trends could support the stock heading into August earnings.
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Morningstar's Suryansh Sharma and Housing Research Center's Alex Barron break down D.R. Horton's (DHI) earnings beat and lowered guidance. They highlight improving margins, disciplined homebuilding activity, and why housing inventory may be tighter than headline data suggests.
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