Wall Street Unplugged - What's Really Moving These Markets

Prepare for a 10–20% market pullback

The market could pull back 20% from current levels. Plus, Bessent's bond move… Sectors to buy (and avoid) as long-term rates rise… Offshore oil stocks… How to manage big

The 10-year note could break the market

If the 10-year note hits 5%, we're in trouble. Plus, will the Fed raise rates in September? … One of Dell's (DELL) best quarters ever… 2 pick-and-shovel stocks to play ri

Will Washington kill the AI trade?

How midterms will impact the data center trade. Plus, Nvidia (NVDA) is still a bargain at current levels… Dick's (DICKS) disastrous quarter… Is Smith & Wesson (SWBI) a bu

A major bear case against AI is falling apart

A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessen

Is the tokenization opportunity over?

Have institutions killed the tokenization trend? Plus, Northern Dynasty Minerals (NAK) vs. Coppernico Metals (CPPMF)... Walmart (WMT) vs. Target (TGT)... Will the Clarity

The Treasury's latest move is a warning sign

The Treasury's latest move temporarily boosted stocks, but exposes a deeper issue. Plus, the reality of confusing market signals… Anthropic vs OpenAI… Crypto's recent jum

Should you buy Cerebras on this pullback?

Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stocks for your humanoid

Stop believing this lie about the U.S. dollar

Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro (SMCI) ear

This tiny copper explorer just unlocked a multibillion-dollar opportunity

Ivan Bebek, CEO of Coppernico Metals (CPPMF), breaks down how a new permit completely changes the company's story… why mining giants are betting on Coppernico… what inves

Japan's currency crisis is more dangerous than you might realize

How Japan's currency crisis could ripple through the global markets. Plus, the AI cybersecurity threat… Should investors worry as Alphabet (GOOG) loses key executives? …

Is SpaceX a buy on its pullback?

Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD (AMD) down

Could South Korea trigger another 2008 crash?

South Korea's meltdown could spread to the U.S. market. Plus, did a hedge fund cause the AI crash? … Which hyperscaler stock is most attractive here?... And steer clear o

BlackRock and Meta's $12B bond deal changes the AI landscape

Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stocks are thriving… Ener

Alphabet is in a league of its own among hyperscalers

Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is alive and well… The

Are smarter AI models creating a cyber threat?

OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI power winners… The s

How DigiPower X's $1B Cerebras deal is powering execution

DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-as-a-service… key cata

This could be an ugly earnings season

Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for S

Is IBM a buy after its worst day in decades?

BM's (IBM) worst day in 58 years—is it a buying opportunity? Plus, Fed Chair Warsh's testimony… The odds of a rate hike dropped significantly… Two AI buys… The perfect ba

How much longer can this bull market last?

Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer

The markets are poised for a painful July

What the end of the ceasefire means for oil prices—and stocks—through the summer. Plus, the release of the Fed minutes should shake the market… Can Q2 earnings meet Wall