TCW senior portfolio manager Eli Horton joined Market Domination Overtime to discuss how the upcoming Trump administration could reshape the power and energy sector. “The Republican administration should be favorable for energy transformation,” Horton said, emphasizing that this remains “a […]
Why investors shouldn’t ignore ‘brown’ energy companies Read More »
2024 has been “one big valuation surprise” that has been “dominated by the [Magnificent] Seven megacap growth cohort,” Citi head of US equity strategy Scott Chonert tells Julie Hyman and Josh Lipton on Market Domination. The strategist says not only
Mag 7 stocks serve as defensive plays in 2025: Citi strategist Read More »
With the new year right around the corner, TD Cowen deputy head of research Lisa Thomas sits down with Market Domination Hosts Julie Hyman and Josh Lipton to discuss what she expects to be a top trend of 2025: shifting
The ‘silver tsunami’ is set to boost renovators and coffee in 2025 Read More »
Broadcom (AVGO) shares pop after the company reported quarterly earnings results and provided strong guidance. Morningstar Research Services equity analyst William Kerwin joins Julie Hyman and Josh Lipton on Market Domination Overtime to share his reaction to the earnings print
Broadcom shares pop, but is the AI chip stock overvalued? Read More »
Roundhill Investments CEO David Mazza joins Market Domination Overtime to discuss why the Magnificent Seven stocks — Meta Platforms (META), Microsoft (MSFT), Alphabet (GOOGL, GOOG), Amazon (AMZN), Apple (AAPL), Nvidia (NVDA), Tesla (TSLA) — are positioned to outperform in markets
Mag 7 will ‘power through’ markets in 2025: Strategist Read More »
The “Magnificent Seven” — made up of Nvidia (NVDA), Alphabet (GOOG, GOOGL), Tesla (TSLA), Microsoft (MSFT), Amazon (AMZN), Meta Platforms (META), and Apple (AAPL) — drove major indexes (^DJI, ^IXIC, ^GSPC) higher in 2024. Niles Investment Management founder and portfolio
How to play the Mag 7 stocks in 2025: Portfolio manager Read More »
Ahead of Adobe (ADBE) and Oracle (ORCL) reporting earnings, BNP Paribas Exane global head of software research Stefan Slowinski joins Julie Hyman and Josh Lipton on Market Domination to discuss his strategy for navigating software stocks in 2025, which he
How to play the software sector in AI age: Adobe, Oracle, Salesforce Read More »
The tech sector bounces back, with the Technology Select Sector SPDR Fund (XLK) making up for losses recorded before the Thanksgiving holiday. Brian Sozzi and Julie Hyman take a look at the top stories for Big Tech companies, including Nvidia
Nvidia, Alphabet, Microsoft in focus Read More »
As the Biden administration attempts to hand out and adjust CHIPS & Science Act funding to chipmakers, what is the commentary from President-elect Donald Trump and his incoming administration around boosting domestic semiconductor production? Notably, the US is reportedly cutting
What the CHIPS Act, grants could look like under new Trump admin. Read More »
The artificial intelligence (AI) market continues to expand, with major players making significant moves. Nvidia (NVDA) maintains its leadership position by exceeding third quarter estimates earlier this week while Amazon (AMZN) deepened its AI commitment with an additional $4 billion
AI is in the ‘building stage,’ will be ‘life-changing’: Strategist Read More »
