Wall Street Unplugged - What's Really Moving These Markets

Is CoreWeave (CRWV) a buy amid its plunge? Plus, sectors to buy on the pullback… The telecom monopoly… Will the 10-year hit 6%? … Rate hikes for 2026… DigiPower X (DGXX) and VivoPower (VIVO)... And Berkshire's Lennar (LEN) move. In this episode: A "threepeat" Dodgers championship looks unlikely [0:43] Is CoreWeave a buy amid its plunge? [3:52] How CRWV management could build a floor under the stock [12:20] Sectors to buy on the pullback [17:45] Telecom companies are losing their monopoly [23:40] Will the 10-year hit 6%? And how much does the Fed need to hike? [32:35] DigiPower X and VivoPower are getting hit—has the thesis changed? [41:26] Should you follow Berkshire Hathaway into Lennar? [47:35] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The bull thesis around big banks has fallen apart. Plus, why good news isn't stopping the selloff… Are we in the middle of a bubble popping? … 3 sectors holding up amid the market carnage… And more. In this episode: The Curzio One Wealth Forum is 10 days away! [1:04] The market's risk/reward setup is NOT in investors' favor [10:17] I'm no longer bullish on big banks [13:20] Why good news isn't stopping the selloff [27:03] Are we in the middle of a bubble popping? [31:01] This leading indicator is signaling pain ahead [33:25] CPI data: We need at least 4 interest rate hikes [35:14] These 3 sectors are holding up amid the market carnage [49:46] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The winners and losers of the GLP-1 craze. Plus, what it takes to be a great stock analyst… Be cautious of this power stock—and one to buy instead… And why baseball sucks. In this episode: The only hurricane precaution you need [0:16] What does it take to be a great stock analyst? [5:35] The winners and losers of the GLP-1 craze [22:07] Only a few spots left at the Curzio One Wealth Forum! [31:30] Be cautious of this power stock… And one to buy instead [39:53] Sports question: Why do I hate baseball so much? [47:04] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Will Alphabet's (GOOG) latest deal put a bottom under nuclear stocks? Plus, the Constellation Brands (STZ) CEO's crazy move… A few stocks are carrying the market… OpenAI's insane valuation… Is Disney (DIS) finally turning things around? … And more. In this episode: Several market headwinds are colliding at once [0:50] Constellation Brands' CEO is crazy to pull this move [7:19] A handful of stocks are doing all the heavy lifting [13:26] Why Big Tech should raise more equity right now [25:43] Will Alphabet's latest deal put a bottom under nuclear stocks? [31:37] You'd be insane to invest in OpenAI at current valuations [37:55] Marvell Technology projects the AI opportunity will hit $400B [42:26] Is Disney finally turning things around? [51:38] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Ian Telfer, mining legend and co-founder of BluEnergies (BLUGF), reveals why gold has way more upside… gold vs. gold stocks… the overlooked ingredient behind investing success in mining… and why he came off the sidelines for this offshore opportunity. In this episode: Welcome, Ian Telfer, mining legend and co-founder of BluEnergies [1:38] Why gold has way more upside ahead [2:26] Gold vs. gold stocks: Which should you own? [3:32] The overlooked ingredient behind investing success in mining [5:56] The biggest hiring mistake CEOs make—and how to avoid it [8:06] Why this gold legend came off the sidelines for BluEnergies [9:26] One of the best risk/reward opportunities I've seen in oil [17:34] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li MARKETING DISCLOSURE: Curzio Research receives compensation for marketing services from some companies. Compensation is not contingent upon any specific opinions or recommendations being issued. Click to read full BluEnergies disclosure: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf

Approach earnings season with caution… and get ready for a pullback over the next 6 months. Plus, an offshore oil play and a power stock to buy… Will AI kill the American dream? … And should investors own index funds? In this episode: Wall Street Unplugged went live on X [0:16] Get ready for a significant pullback over the next 6 months [5:25] For the first time, the government can’t fix the market [10:24] The all-time highs in indices are hiding a bloodbath in stocks [17:12] Earnings season: Approach with caution [21:05] My favorite opportunity in offshore oil [40:16] Why I’m scooping up more shares of this power stock [49:36] Will AI kill the American dream? [1:10:10] Should investors own index funds right now? [1:19:53] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li MARKETING DISCLOSURE: Curzio Research receives compensation for marketing services from some companies. Compensation is not contingent upon any specific opinions or recommendations being issued. Click to read full BluEnergies disclosure: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf

The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal. In this episode: Join us live on X tomorrow at 11 a.m. ET! [0:15] The PCE came in cooler than expected—but there's a catch [9:06] What inflation means for the upcoming earnings season [19:37] A "who's who" of the AI leaders at Trump's meeting [23:39] Anthropic's S-1 is a joke [27:47] Not all upgrades and downgrades are equal [41:03] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Do inverse ETFs offer protection during a selloff? Plus, should you buy oil stocks now or wait for a pullback? … 2 power stocks to buy amid AI volatility… And a great trade setup in uranium. In this episode: Should you buy oil stocks now… or wait for a pullback? [1:14] Why inverse ETFs won't protect you during a selloff [7:49] These 2 power stocks are buys amid AI volatility [14:01] Several indicators are sounding the alarm for a pullback [19:28] A great trade setup in uranium [25:31] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li MARKETING DISCLOSURE: Curzio Research receives compensation for marketing services from some companies. Compensation is not contingent upon any specific opinions or recommendations being issued. Find full BluEnergies disclosure here: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf

Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day. In this episode: Early injuries are shaking up the NFL [0:26] Breaking down the crazy market: Surging indices, crashing stocks [6:47] What the strong PMI data means for inflation [14:27] Why does Trump want to ban diesel exports? [22:29] BofA's year-end targets: How much should you invest in the market? [26:48] AI fear mongers are full of s*** [30:28] Forget the politics: Power's supply/demand story is stronger than ever [41:51] McDonald's CEO shows what not to do on Investor Day [46:44] Happy 16th to my youngest daughter and cheers to my late dad [50:00] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Should investors be concerned about the selloff in financial stocks? … Are SMLs a headwind for data centers? … A Curzio Research matchmaking service… And why Anthropic is turning to the government. In this episode: Selling stocks: Where do taxes come into play? [1:02] Is the selloff in financial stocks a warning sign to investors? [5:53 Are "small language models" a headwind for data centers? [14:12] A Curzio Research matchmaking service? [22:41] Why Anthropic is suddenly turning to the government for help [29:57] How to bet on tonight's NFL matchup [43:21] Ask us anything at askcurzio.com [46:07] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li