Episodes

  • Cryptocurrency Wrap: BTC Volatility, Policy Moves - Jan 31

    Cryptocurrency Wrap: BTC Volatility, Policy Moves - Jan 31
    Jan 31 2026
    AI-generated audio analysis: Cryptocurrency Wrap: BTC Volatility, Policy Moves - Jan 31
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    5 mins
  • Analysts Back Payments and Coffee; Space Theme Heats Up as Aerospace Alerts Spike — What Traders Should Watch

    Analysts Back Payments and Coffee; Space Theme Heats Up as Aerospace Alerts Spike — What Traders Should Watch
    Jan 31 2026
    Analysts raised targets and reiterated conviction for marquee names (Visa, Starbucks) while Morgan Stanley flags institutional interest in space — a theme amplified today by a retail spike in ‘helicopter’ searches that could feed volatility in aerospace stocks. M&A, board moves and trade-group initiatives round out a day of sector-specific catalysts.
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    12 mins
  • Tech: Apple, Nvidia Drive Momentum - Jan 30

    Tech: Apple, Nvidia Drive Momentum - Jan 30
    Jan 30 2026
    AI-generated audio analysis: Tech: Apple, Nvidia Drive Momentum - Jan 30
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    5 mins
  • Cannabis Market Mixed Signals - Jan 29

    Cannabis Market Mixed Signals - Jan 29
    Jan 30 2026
    AI-generated audio analysis: Cannabis Market Mixed Signals - Jan 29
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    7 mins
  • AI Angst Meets M&A Windfalls: Software Sell-Off, Adobe’s Buyout, and Payment Resilience Define the Session

    AI Angst Meets M&A Windfalls: Software Sell-Off, Adobe’s Buyout, and Payment Resilience Define the Session
    Jan 30 2026
    Software names sold off as AI-competition worries resurfaced after SAP’s cautious cloud outlook and ServiceNow’s 9.6% post-earnings drop, even as Adobe delivered a 78% takeover premium for Semrush and Mastercard beat Q4 estimates. Today’s tape highlights a bifurcated market—idiosyncratic M&A winners and resilient payments versus rising execution risk in legacy software.
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    8 mins
  • Defense demand and AI momentum set the tape — silver rallies and health-tech deals add rotation

    Defense demand and AI momentum set the tape — silver rallies and health-tech deals add rotation
    Jan 30 2026
    Lockheed lifts 2026 outlook as geopolitical demand boosts defense names, Nvidia sees heavy-volume gains, and silver ETF SLV jumps on strong flows. Credit stability at IBM and healthcare partnerships underscore selective corporate resilience amid headline-driven volatility around Amazon.
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    10 mins
  • Tech Drag, Energy Lift: Markets Close Mixed as Adobe’s Big Buyout and Brent’s Rally Set the Tone

    Tech Drag, Energy Lift: Markets Close Mixed as Adobe’s Big Buyout and Brent’s Rally Set the Tone
    Jan 30 2026
    The S&P 500 slipped 0.20% while QQQ fell 0.60% amid weakness in software names; small caps were flat with IWM up 0.03%. Markets parsed a large M&A surprise — Adobe’s acquisition of Semrush at a 78% premium — alongside tighter energy markets and mixed macro / Fed implications.
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    7 mins
  • AI and Energy Lead Gains as Grid Strain and Crypto Volatility Test Markets

    AI and Energy Lead Gains as Grid Strain and Crypto Volatility Test Markets
    Jan 30 2026
    Tech and energy headlines drove the market picture on Jan. 29 — AI spending and M&A momentum lifted tech and industrial names while Brent crude topping $70 supported energy. Utilities and crypto wrestled with policy and weather-driven strain, leaving a mixed but selectively bullish setup for investors.
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    13 mins