TIETOJA TÄSTÄ JAKSOSTA
The U.S.'s "warning shot" to Iran through issuing sanctions is something Peter Tchir sees leading to a "miserable" speedbump between U.S. and China relations. The reason? Crude oil and continued tensions centered on the Strait of Hormuz. Peter adds that the U.S. Treasury's big liquidity boost puts a band-aid over the concerns in yield increases but doesn't cover the core inflation issue.
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Zach Hill remains cautious near term amid earnings, geopolitical uncertainty and the midterms, but says AI CapEx remains the market’s most important driver and he would buy further weakness. He favors AI infrastructure, metals and mining, materials and industrials, while using bonds, TIPS, natural …
BlackRock's Kristy Akullian remains constructive on equities despite narrowing market breadth, pointing to broad earnings growth and continued investor demand for AI and semiconductor exposure. She highlights record ETF flows, growing interest in targeted sector investments, muni bonds like MUB and…
Michael Saylor, executive chairman of Strategy (MSTR), returns to Market Overtime to discuss Bitcoin's move higher after an early 2026 drop, Strategy's plans for daily STRC dividends, and the company's tokenization plans. Saylor also discusses Strategy's Bitcoin holdings, his disdain for the Clarit…
Chris Wang highlights three stock picks outside pure-play AI: Airbnb (ABNB), Costco (COST) and Grocery Outlet (GO). He sees Airbnb as relatively insulated from AI-agent disruption while it expands hotel inventory, Costco benefiting from younger members and surging digital demand, and Grocery Outlet…
The NYSE is selectively extending options trading hours in the middle of a volatile time period for options traders. Meanwhile, China's economy shows signs of strength in the face of crude oil's continuing rally. Marley Kayden and Sam Vadas turn to their final takeaways of Monday's session.
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