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Memory makes a comeback... And can gold reclaim $5k an ounce? 8/17/26

43 min•17 augusti 2026

Storage stocks lead the semi rally as Trump administration officials look to steer Apple away from Chinese chips. The traders debate the health of the AI trade amid new commentary from leaders of OpenAI and Anthropic. Then, Vanda’s Jens Nordvig explains how prolonged dollar weakness could send gold prices surging. Plus, the countdown to Meta’s child safety trial, Nike stumbles to 12-year lows and how to trade home improvement stocks into earnings.

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“Big Short” investor’s AI warning... And a key inflation report on deck 8/11/26
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A $500 billion AI mega-deal... and whether Wall Street is getting Kevin Warsh all wrong 8/10/26
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Markets React to Jobs Report… And The State of Emerging Markets 8/7/26
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U.S. Treasury's Surge… And Oil Prices Sink on Potential Iran Peace Deal 8/6/26
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What’s Next for the Consumer… And Metals and Materials Surge 8/5/26
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SpaceX Earnings Report… And What’s Next for the Pharma Trade 8/4/26
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Software Leading a Market Rally… And What To Expect from Yen Intervention. 8/3/26
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