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  • A September Skip, The Bullish Case for Viking Therapeutics, and Lassoing the Laggards 8/19/25

    A September Skip, The Bullish Case for Viking Therapeutics, and Lassoing the Laggards 8/19/25
    2025/08/19

    Why the Fed could skip a September cut altogether, despite higher inflation data. BTIG makes the case for sticking with Viking Therapeutics despite disappointing weight loss drug trial data. Plus, the laggards our traders says to buy now.

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    43 分
  • Chips Under Pressure & Berkshire’s UNH Stake 8/15/25

    Chips Under Pressure & Berkshire’s UNH Stake 8/15/25
    2025/08/15

    Chip stocks under pressure following weak guidance from equipment maker Applied Materials. Intel the notable exception on a report that the U.S. government is looking to take a stake in the chipmakers. Our trader tells us which semi stocks he’s buying. Plus, United Health sharply higher after Berkshire Hathaway revealed a stake of five million shares, worth about $1.6 billion. We dive into that move and more.

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    43 分
  • The Exchange 8/14/25

    The Exchange 8/14/25
    2025/08/14

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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    44 分
  • The Exchange 8/13/25

    The Exchange 8/13/25
    2025/08/13

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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    44 分
  • The Exchange 8/12/25

    The Exchange 8/12/25
    2025/08/12

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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    43 分
  • The Exchange 8/11/25

    The Exchange 8/11/25
    2025/08/11

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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    44 分
  • The Exchange 8/8/25

    The Exchange 8/8/25
    2025/08/08

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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    44 分
  • Trump Targets Chips, The Growing Gig Economy, and OpenAI’s New Model 8/7/25

    Trump Targets Chips, The Growing Gig Economy, and OpenAI’s New Model 8/7/25
    2025/08/07

    President Trump plans a 100% tariff on semiconductors, just as his global “Liberation Day” tariffs go into effect. OpenAI launches GPT-5. Plus, can anything stop Doordash?

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    43 分