Market "Sigh of Relief" from Iran & Capitalizing on Tech Rebound Opportunities
"What we're seeing today is the market getting a sigh of relief," says Chris Versace, referencing headlines on President Trump and Iran offering room for a technical bounce. He walks investors through his firm's investment strategies from when the strikes on Iran first occurred through Monday morni…
Versace: NVDA Leading Multiyear AI Buildout, Impacts to Job Productivity
Chris Versace sets the table for Nvidia's (NVDA) earnings ahead of the Mag 7 giant's report after Wednesday's closing bell. He favors the stock and explains why Nvidia will be a long-term disruptor as use cases for AI develop. Chris then turns to the greater AI trade and what it means for job produ…
Oil Slump Sparks Inflation Debate as Utilities Stand Out
Chris Versace and Joe Rinaldi break down the recent drop in oil prices, inflation implications, and what flash PMI data is signaling. They discuss U.S.-Iran tensions, Rinaldi’s oil outlook, and utility stock picks including Duke Energy (DUK), Exelon (EXC), Consolidated Edison (ED), Dominion Energy …
FreightWaves Today | July 29
Join the Craig and Julie as they dive deep into a jam-packed Wednesday broadcast covering the latest Q2 earnings, market trends, rail updates, and freight technology!
In This Episode:
Market Dynamics & Q2 Earnings Overdrive: The hosts unpack earnings season highlights across the supply chain, ana…
FreightWaves Today | July 29
Join the Craig and Julie as they dive deep into a jam-packed Wednesday broadcast covering the latest Q2 earnings, market trends, rail updates, and freight technology!
In This Episode:
Market Dynamics & Q2 Earnings Overdrive: The hosts unpack earnings season highlights across the supply chain, ana…
Best of FreightWaves Today | August 21
In this Best Of episode of FreightWaves Today, we are replaying top industry interviews that focus on earnings before diving into an exclusive freight market breakdown.
David Parker, founder and CEO of Covenant Logistics, weighs in on the urgent necessity of federal tort reform in the face of skyr…
Fed Rate Cut In Focus: Is Inflation Too Hot For Powell To Move?
Chris Versace breaks down the mixed inflation and jobs data facing the Fed and what this week’s rate decision could mean for markets and 2027.
Energy Overhang, Diplomacy Catalysts Set Stage for Earnings Season & Chip Demand
Chris Versace explains why falling oil prices may not ease consumer pain, with elevated fuel costs likely to linger into early next year. He sees higher energy prices starting to flow through corporate earnings just as quarterly reporting season approaches. Versace also weighs diplomacy as the next…
The AI Spending Spree No Rate Hike Can Stop
Chris Versace, CIO at Tematica Research, remains long-term bullish on tech as AI and robotics drive a multiyear data center buildout. He sees Nvidia (NVDA), Marvell (MRVL), Broadcom (AVGO), and Arista Networks (ANET) as cheaper than people think on a P/E to growth basis. He says to avoid rate-sensi…
AI boom, Gen Z’s ‘vibecession’ and Tesla’s $40B chip bet
Today on Yahoo Finance’s Market Hang, the panel debates whether the AI boom still has room to run, the “vibecession” weighing on many Gen Zers, David Ellison’s first moves at the newly acquired Skydance (SKYD) media empire, and Tesla’s (TSLA) reported $40 billion purchase of Nvidia (NVDA) chips.Tod…
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