Wall Street Unplugged - What's Really Moving These Markets

CIO: What the market is getting wrong about VIVO

Alex Cuppage, CIO of VivoPower (VIVO), addresses the stock's plunge… why VIVO walked from two tenant deals… why the company is in a position of strength… VIVO's "power sh

CIO: What the market is getting wrong about VIVO

Alex Cuppage, CIO of VivoPower (VIVO), addresses the stock's plunge… why VIVO walked from two tenant deals… why the company is in a position of strength… VIVO's "power sh

The blue wave is great for stocks

Why a divided government is good for the market. Plus, neoclouds will get crushed… The AI race: U.S. vs. China… Why Apple (AAPL) and Palantir (PLTR) fell after great earn

Will AI kill Google?

Is Alphabet (GOOG) a buy on this pullback? Plus, more rate hikes are coming before year-end… Microsoft’s (MSFT) remarkable earnings… Will infrastructure spending boost th

What Musk's neocloud warning means for investors

Elon Musk's neocloud warning: What to watch this earnings season. Plus, a recap the Curzio One Wealth Forum… The Fed meeting… Vertiv (VRT) proves the AI trade is alive… A

Investors are dumping CRBS—is it time to buy?

Is Cerebras (CRBS) a buy at its 52-week low? Plus, Meta's (META) Q3 earnings—and what its new share class means for investors… Why scaling is critical on both the upside

This hyperscaler is a better buy than SPCX

Space Exploration Technologies' (SPCX) IPO—and the hyperscaler to buy instead. Plus, CoreWeave (CRWV) should be over $100… 2 AI stocks poised to double… Should you buy Ne

CoreWeave is in freefall—is it time to buy?

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)

The big bank trade is over

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 t

The biggest winner of the GLP-1 trend

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

Did Google just revive the nuclear trade?

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'

Why this gold mining legend is betting on offshore oil

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 su

This earnings season will wreak havoc on the market

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

The cooler PCE isn't the win you might think

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

Can inverse ETFs save you from a pullback?

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 tra

Political headwinds can't derail the AI trade

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

Is the selloff in financial stocks a warning sign?

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

The market is facing the perfect storm

The perfect storm to push stocks lower. Plus, how Warsh can help ease market fears… Why hyperscalers need to slow AI spending… JB Hunt (JBHT) just sounded the alarm on en

Don't sign another contract before you listen to this

Leo Mann, author of Don't Sign That, shares the contract clause that could cost you your soul… the five clauses (and six words) you must pay attention to before signing a

Hot inflation just raised the risk of a market correction

Breaking down the hot PPI, rising energy prices, and how to prepare for the coming market correction. Plus, answering listener questions on Oracle (ORCL), Take-Two (TTWO)