Denise Chisholm

Denise Chisholm, Director of Quantitative Market Strategy at Fidelity, shares her insights on stock market indicators. She explains why median earnings growth is crucial for market health. Denise delves into credit spreads, illustrating their predictive power for equity gains. She also discusses valuation spreads, highlighting optimal buying opportunities during market fear. Alongside the hosts, she explores investor behavior during declines and the implications of Fed policy on growth and inflation. It's a deep dive into the metrics that matter most!

In this discussion, Chase Lockmiller, CEO of Crusoe, highlights his company's impressive $1.37 billion fundraise and ambitious plans for AI data centers like Stargate. Denise Chisholm provides a deep dive into market strategies, questioning whether the AI rally is sustainable or a bubble. Meanwhile, Mark Gurman reveals Apple's innovative use of vapor chambers in future iPad Pros for enhanced thermal management. Together, they tackle the competitive landscape between Qualcomm and Nvidia, shaping the future of tech.

In this engaging conversation, former President Donald Trump shares insights from his press conference about SoftBank's ambitious $100 billion pledge aimed at job creation in the U.S. Denise Chisholm, Director of Quantitative Market Strategy at Fidelity, discusses current tech market trends and how these investments could shift the landscape for AI and autonomous driving. The duo also examines Bitcoin's soaring potential and the energy demands as businesses adapt to a rapidly evolving technological future.