Cabot Street Check

This week on Street Check, Chris makes the case for stocks topping out until Q4, and then he and Brad discuss Treasury intervention and whether bond yields are a problem for the markets, bitcoin and gold having big weeks on a weaker dollar, and the massive move by Moderna (MRNA) on cancer vaccine trials. Then, they debate biotechs vs. semiconductors, Apple (AAPL) vs. Amazon (AMZN), Nike (NKE) vs. lululemon (LULU) and Walmart (WMT) vs. Target (TGT). For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss whether SpaceX paved the way for Anthropic to target a $2 trillion valuation in its potential IPO, how an AI earnings boom is helping drive stocks to fresh highs, and why the market snapped back only to move sideways. Then, they debate whether last week’s jobs report changed the Fed’s calculus for rate hikes and why a weaker dollar has prompted a resurgence in gold prices but seemingly left Bitcoin behind. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Brad breaks down this week’s market rally on growing optimism around the AI trade, expectations that a weaker labor market will prevent the Fed from raising interest rates, and SpaceX (SPCX) moving higher on the heels of the company’s first earnings report since coming public. Then, he takes a closer look at a handful of earnings season winners and losers and outlines what it tells investors about how the market is pricing in the impact of artificial intelligence. Finally, Cabot Money Club’s Nancy Zambell joins to discuss her take on the market, investor sentiment, real estate, and what individual consumers can do to mute the impact of dynamic and surveillance pricing. For more information about this weeks’ offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss whether Microsoft’s (MSFT) earnings saved the AI trade; the Fed’s decision to hold rates steady and rely on rising Treasury yields to do the tightening for them; earnings from Amazon (AMZN), Apple (AAPL), and Meta (META); and takeaways from this week’s GDP figures. Then, they welcome on Carl Delfeld of Cabot Explorer to talk global investing, AI’s impact on foreign markets, opportunities in defense and energy, and the best country to target over the long haul. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss possible short-term appeal in Bitcoin, weakness in growth stocks, and ongoing choppiness in the market and where they expect it to go in the months ahead. Then, they break down Tesla’s (TSLA) and Alphabet’s (GOOG) earnings and why traders have punished the stocks for their AI spending before closing out the episode with a conversation about Intel (INTC), a compelling turnaround story that’s been overshadowed by hype. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, with Brad on vacation Chris is joined by fellow Cabot analysts Clif Droke and Jacob Mintz to discuss all things market. Clif reveals two under-the-radar precious metals he likes and one sector that’s been immune to recent selling. Next, Jacob points to emerging signs of life for the AI trade in the options market, as buying has picked up in $SKHY, $TSM, $GLW and others. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss the rotation in the market over the last few weeks, the resumption of hostilities in Iran, and whether it will matter for investors. Then, they move on to South Korea, where the KOSPI index has entered a bear market, while one of the country’s largest companies, SK Hynix (SKHY), completes its U.S. listing in the largest ADR IPO ever. To close out the episode, they each highlight the two companies that they think will have the biggest impact when they report in the upcoming Q2 earnings season. For more information on this week’s offer, visit cabotwealth.com/street.
 

This week on Street Check, Chris and Brad discuss the possible demise of Strategy (MSTR), the recent market pullback, continuing high inflation, and Micron’s (MU) earnings. Then they make over/under calls for the end of the year on Bitcoin, gold, SpaceX (SPCX), Moderna (MRNA), and a variety of stocks tied to the AI data center build-out. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss SpaceX (SPCX), the market’s reaction to the possible end of the Iran war, and new highs on the Dow and S&P Equal Weight while the S&P 500 and Nasdaq lag. Then, they talk Kevin Warsh’s inaugural FOMC press conference, the dot plot, and changes to how the Fed communicates with the public. Finally, they break down OpenAI’s leaked financials and debate whether AI companies can ever reach profitability. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss the recent bout of market volatility, underperformance by the Magnificent 7 stocks and the rise of the MANGOS, and the SpaceX (SPCX) IPO. Then they welcome on Michael Brush of Cabot Insider Edge to talk about how to use buying by company insiders to boost your returns, where those signals are the most meaningful, and his new advisory. For more information on this week’s offer, visit cabotwealth.com/street.