HD Earnings Breakdown: Shopper Resilience v. Margin Concerns
Marley Kayden reviews Home Depot (HD) after the company beat on earnings and reaffirmed guidance, though comparable transactions and gross margins came in softer than hoped. Another bright spot: Home Depot's core shopper, where management noted resiliency. Tim Biggam walks us through an example opt…
PSKY & WBD Merger Gets Green Light Following Antitrust Lawsuit Settlement
The Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD) merger will seemingly go through after the former company settled its antitrust lawsuit issued by a dozen states. Marley Kayden notes that the settlement comes with some caveats Paramount Skydance must meet for the merger to sustain lon…
NFLX Down 40% Y/Y: Can Streaming Giant Turn Up Volume on Rebound Story?
While streaming giants like Warner Bros. Discovery (WBD) and Roku Inc. (ROKU) rallied strong in 2026, many became laggard throughout the year, with Netflix (NFLX) being the biggest example in the group. Marley Kayden discusses what brought the stock down over 40% over the last 12 months, and how an…
AMD Hits All-Time High, CEO Sees "Very High" Demand Amid PT Hikes
AMD Inc. shares (AMD) tapped a new record as CEO Lisa Su sees "very high" chip demand in the coming years. Alex Coffey discusses what is driving the commentary from leadership, as well as the key metrics behind price target hikes from Citigroup and Mizuho. Tim Biggam offers an example options trade…
The Big 3: PLTR, MRNA, DELL
On the fourth anniversary of the current bull market, Tim Biggam points out the pushback against stocks as crude oil and Treasury yields stay elevated. That doesn't mean he doesn't see trading opportunities in Monday's session, calling out three stocks he believes overextended their recent rallies.…
UNH Earnings Beat & Raise Not Enough to Maintain Rally
UnitedHealth (UNH) shares initially rallied after posting an earnings beat on the top and bottom line, with guidance also coming in above Wall Street estimates. The stock reversed within the first hour of the trading day. Jenny Kovacs discusses more of the key metrics in UnitedHealth's earnings and…
The Big 3: NVDA, AAPL, MSFT
The Mag 7 takes Tim Biggam's focus for today's Big 3 as what he calls a "sideways slog" grips markets. He discusses the key metrics behind his interest in Nvidia (NVDA), Apple (AAPL), and Microsoft (MSFT). Tim offers example options trades for all of his picks while Kevin Green highlights key suppo…
GM Earnings & $20B Buyback Show Confidence, Guidance Pumps Brakes on Momentum
General Motors (GM) posting a strong earnings beat and confidence in 2027 guidance, topped with a $20 billion share buyback plan, wasn't enough to accelerate the bullish momentum in shares. Marley Kayden explains why she believes investors are taking their foot off the gas. Tim Biggam then takes th…
MRNA Plunges 20% in Two Days: Leak Shows Positive Cancer Vaccine Trial Results
Moderna (MRNA) shares plunged after a partial leak showed results for the company's cancer vaccine trial. As Alison Kosik points out, the results were positive but weren't enough for investors. She walks through what Wall Street has access to from the leaks and the astronomical expectations priced …
Anthropic Inks $63B Debt Financing Deal for AVGO Chips, Analyst Upgrades Stock
A new $63 billion debt financing deal for Anthropic to buy Broadcom (AVGO) AI chips has shares of the chipmaker rallies Tuesday. Marley Kayden talks about why the headline is so significant as Anthropic readies for an IPO as soon as next month. D.A. Davison also upgraded Broadcom and raised its pri…
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