Cabot Street Check

This week on Street Check, Chris and Brad discuss the recent weakness in the market, this morning’s jobs numbers (and what they could portend for interest rates), and Anthropic’s confidential S-1 filing and impending IPO. Then, they go through their takes from the first half of 2026 and pay the price for what they got wrong. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss the incredible performance of the market in May, chip stocks, like Micron (MU), going vertical, and whether Bitcoin has been dethroned as the speculative vehicle of choice for investors. Then, they talk about space stocks, the impending SpaceX IPO and whether rate hikes are coming later this year. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad are joined by four Cabot analysts to discuss their perspectives on the state of the market. Cabot Options Trader’s Jacob Mintz brings his insight from the options market and highlights an area that he thinks can step up if the AI trade fades, and Cabot Money Club’s Nancy Zambell breaks down sentiment, interest rates, and her expectations for bank stocks. Then, Cabot Turnaround Letter’s Chief Analyst, Clif Droke, talks commodities, inflation and what will sustain the ongoing bull market, and Cabot’s Chief Market Strategist, Mike Cintolo, closes out the episode with a conversation about where he sees momentum in the market, optimism for the rest of the year, and why we’ve likely got more room to run. For more information on the offer mentioned in this episode, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss growing margin debt as a top signal that hasn’t arrived yet, weakness under the surface as the market hits all-time highs, rising inflation and whether that will become a problem, and Treasury yields lifting into problematic territory. Then, they break down the Cerebras (CBRS) IPO, why it blew past its IPO price, and whether it’s a sign of exuberance in the market. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, with Brad out Chris is joined by Cabot's small-cap investing expert Tyler Laundon to discuss the record-high market, what's fueling it, and what could derail it. They also get into Tyler's bread and butter - small-cap stocks - and examine why they've almost doubled the performance of large caps this year - and explore why that trend should continue. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss Bitcoin, the ongoing market rally and signs that it could continue, earnings from five of the Magnificent 7 stocks, and Jerome Powell’s last meeting at the helm of the Fed. Then they each pick three stocks or sectors they like for the rest of 2026 that range from natural gas and streaming to space and directed energy weapons. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss the snapback rally in stocks as the S&P 500 and Nasdaq reach all-time highs and whether valuation concerns could slow the market down. Then, they dive into what Netflix (NFLX) is doing with its war chest of cash after the Warner Bros. Discovery (WBD) bid fell through and Tesla’s (TSLA) latest earnings. Finally, Rich Howe joins to talk about micro-cap stocks that are working, spin-off investing, and negative enterprise value stocks. To learn more about Rich, visit stockspinoffinvesting.com, and for more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss clean energy stocks, the market’s massive rally (which has driven the S&P 500 and Nasdaq to fresh all-time highs), the outperformance of the Magnificent Seven stocks and lagging performance of the S&P Equal Weight Index. Then, they talk bank earnings as a “temperature check” on the health of the market and break down the surge of Allbirds (BIRD) as it pivots to AI. For more information about this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad talk SpaceX and Tesla (TSLA), the ceasefire-driven rally in the markets, this week’s inflation figures, and space-related stocks having a moment. Then Mish Schneider of MarketGauge joins to discuss the possibility of a multi-year top in stocks, a weakening consumer, stocks and sectors she’s watching now, cryptocurrency, her Economic Modern Family thesis for the market, and the one ETF that will tell you where we head next. For more from Mish, visit MarketGauge.com or check out The Economic Modern Family YouTube channel, and to learn more about the offer mentioned in this week’s episode, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad debate whether the mid-week market rally was a dead cat bounce or the beginning of a potential recovery. Then, they share updates on the SpaceX IPO, discuss Nike’s (NKE) brutal five-year run, and talk fertilizer stocks as an alternative to investing in oil companies. For more information about this week’s offer, visit cabotwealth.com/street.