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Content provided by Trading Justice. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trading Justice or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Trading Justice: Trade Deals, Price Pressures, Consumer Clues

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Manage episode 483166489 series 1428718
Content provided by Trading Justice. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trading Justice or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of Trading Justice, Matt and Mark break down a pivotal week in the markets, starting with the S&P’s strength and tech’s continued leadership. They dive into Trump’s $2 trillion Middle East AI push and explore the downstream impact on semis, servers, and infrastructure—connecting the dots from Nvidia and AMD to SMCI and Palantir.

The conversation turns to oil on Iran deal rumors, gold holding support, and crypto’s breakout behavior. In Stocks in the News, they cover AMD’s buyback, Coinbase’s S&P 500 inclusion, Walmart’s inflation warning, UNH’s collapse, and Nvidia’s surge. They wrap with what they got right, what’s coming next, and the key setups to watch heading into the week.

  continue reading

112 episodes

Artwork
iconShare
 
Manage episode 483166489 series 1428718
Content provided by Trading Justice. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trading Justice or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of Trading Justice, Matt and Mark break down a pivotal week in the markets, starting with the S&P’s strength and tech’s continued leadership. They dive into Trump’s $2 trillion Middle East AI push and explore the downstream impact on semis, servers, and infrastructure—connecting the dots from Nvidia and AMD to SMCI and Palantir.

The conversation turns to oil on Iran deal rumors, gold holding support, and crypto’s breakout behavior. In Stocks in the News, they cover AMD’s buyback, Coinbase’s S&P 500 inclusion, Walmart’s inflation warning, UNH’s collapse, and Nvidia’s surge. They wrap with what they got right, what’s coming next, and the key setups to watch heading into the week.

  continue reading

112 episodes

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