Nvidia hitting all-time highs prior to the kickoff of Q2 earning season. Net good or net bad for breath in the market. I feel like it's more of buy the rumors, sell the news.So, I'm a little bit worried about this run up in in advance. When you have the AI continuum, first stage is semiconductor companies. Second stage is applications, the data centers, and the third stages are more on the consumer application in terms of AI.I think we're starting to move away from the first section. Now, applications and o ...

[Music] On Wall Street, strategists see AI and economic data replacing tariffs and the tax bill as the big focus for investors going forward. Barlay strategists expecting more gains for stocks with AI driving earnings. Joining me now, we've got Thomas Hayes, who is the Great Hill Capital Chairman and managing member.Thomas, great to have you here on set with us today. Great to be with you, Brad. Absolutely.I I had to try and squeeze your question in with our previous guest Dan Ives, but I got to know as wel ...

The Congressional Budget Office, known in your hood as the CBO, estimated that the GOP's tax bill will increase the deficit by $2.4% trillion over the next 10 years. University of Pennsylvania's Wharton budget model estimates that estimates that it could increase by as much as $4.3% trillion with the Senate and House hoping to have a finished version of the tax bill ready by July 4th. This could be the next big piece of economic data.I want to bring in Brett Ryan, Deutschbank's senior US economist. And stil ...

Let's take a look at the AI trade. It's booming right now. Nvidia shares hitting an all-time high in the stock on an upward swing since its strong earnings report in May seeing a big turnaround from earlier this year.Joining me now, we've got Dan Ies, Wed Bush Securities managing director and global head of technology research. Dan, great to have you on the program with us. We saw strong third quarter results from Micron boosted by AI demand.So how does this factor into the broader AI trade and add just ano ...

Stocks close the day higher; Nike earnings top estimates Market Domination Overtime anchor Josh Lipton breaks down the day's trading action for June 26, 2025. S&P 500 and Nasdaq close just a hair shy of all-time records. We break down the market rally, sector action, and what drove stocks higher. Nike reported Q4 earnings. Revenue and earnings per share slightly beat Wall Street expectations, with the stock trading flat after hours. Gross margin decreased by 440 basis points because of tariffs and excess in ...

Stocks continue to rally with the S&P 500 and Nasdaq nearing record highs. Nvidia stock climbs higher, we speak with experts about what's powering the stock and the outlook for the AI trade. Bets are rising that the Fed will cut rates at the July meeting. Also, President Trump gets closer to naming the next Fed chair to replace Jerome Powell before his term ends in May of 2026. For more Market Domination videos, please visit: https://finance.yahoo.com/videos/series/market-domination/ #youtube #stocks #inves ...

We just signed with China yesterday. We're not going to make deals with everybody. Some we're just going to send them a letter, say, "Thank you very much. You're going to pay 25, 35, 45%." But we're having some great deals.We have one coming up maybe with India, very big one, where we're going to open up India. In the China deal, we're starting to open up China. Things that never really could have happened.Then the relationship with every country has been very. ...

Sizemore Capital Management's chief investment officer, Charles Sizemore, joins Market Domination with Josh Lipton to share his hesitation with the current state of the market and what it means for investors. To watch more expert insights and analysis on the latest market action, check out more Market Domination here: https://finance.yahoo.com/videos/series/market-domination/ #youtube #stocks #investing About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management ...

on the July deadline that's coming up for the trade deals. Uh is that deadline still hard and fast for the president or is he now considering even coming to trade deals after that deadline and where is he on the going forward. The president has been asked this quite a few times by many of you in the media.I've heard him answer it at press conferences. He just spoke about it on Air Force One. Uh the deadline is not critical.The president can simply uh provide these countries with a deal if they refuse to mak ...

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