Tim Seymour

Tim Seymour, a savvy market commentator, joins Karen Feinerman, a professional trader, alongside Stuart Kaiser from Citi, and Rich Greenfield, a media analyst. They dive into Netflix's earnings and its bid for Warner Bros, analyzing its strategy amidst fierce competition. United Airlines' strong quarterly performance and insights from CEO Scott Kirby are highlighted. The panel also discusses the surge in natural gas prices due to bitter cold across the U.S. and the market implications of recent sell-offs.

Tim Seymour, a seasoned market analyst, joins Bono, a contrarian trader, Steve Grasso, an expert in technical analysis, and Mike Coe, an options commentator, to discuss Apple's dismal seven-week decline. They explore its challenges, including valuation issues and the impact of the Gemini partnership with Google. The group also dives into the soaring auto prices and the White House's efforts to improve affordability in the market, analyzing which stocks could benefit from this political push and how investors should navigate the automotive landscape.

Tim Seymour, a market trader with deep expertise in international investments, joins fellow trader Steve Grasso, known for his keen market analysis. They dive into the recent stock surge linked to potential Fed rate cuts and discuss its implications for various sectors. The conversation shifts to Nvidia, with insights on upcoming earnings and competitive dynamics against AMD. Additionally, they explore trends in crypto, solar energy markets, and strategic trading approaches, offering listeners a rounded view of current investment opportunities.

Joining the discussion are Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley, who shares insights on a bullish 2026 stock market forecast, targeting a staggering S&P 7,800. Tim Seymour, a market-savvy investor, dives into interest rate dynamics and the impact of potential Fed Chair candidates from Trump’s circle. Dan Nathan adds his expertise, highlighting market reactions to shifts in Fed independence and the growing pressure on different sectors, offering a comprehensive view of what the future may hold for investors.

Tim Seymour, a savvy portfolio manager known for his insights on commodities, joins Bono, a keen market analyst, and Katie Stockton, a renowned technical analyst, in a lively discussion. They dive into the remarkable surge in gold and silver prices, linking it to central bank activity and global uncertainty. The trio also explores the holiday retail landscape, identifying winners and potential challenges for consumers ahead. With insights on Fed policy and energy stocks, the conversation is both timely and packed with market wisdom.

Steve Leisman, a senior economics reporter, breaks down the Federal Reserve's recent quarter-point rate cut and its implications for markets. Tim Seymour, a seasoned trader, engages in a lively debate on whether this move is dovish or hawkish, impacting small caps and overall market sentiment. They also analyze Oracle's disappointing earnings, raising concerns about its capital spending and what's driving its revenue backlog. Together, they navigate the intersection of monetary policy decisions and stock performance in today's volatile market.

Tim Seymour, a seasoned investor known for his insights on macro and tech trends, joins experienced trader Karen Feinerman and Eamon Javers, an expert in legal tech issues. The trio dives into Oracle's staggering 40% drop since its last earnings report and speculates on upcoming results. They also explore the implications of Netflix's massive bid for Warner Bros. Discovery and discuss its market dynamics. Javers sheds light on the government's antitrust case against Alphabet, emphasizing its impact on the tech landscape.

Tim Seymour, a savvy investor known for his market commentary, joins Dan Nathan, a market commentator with a keen eye for trading, and Karen Finerman, an astute investor offering tactical trade ideas. They dive into Alphabet's impressive growth and AI's potential impact on the market. The panel debates pharmaceutical stock performances, including Novo Nordisk's disappointing trial results. They also explore the intricacies of Bitcoin trading, consumer credit risks, and offer compelling final trade picks for the holiday season.

Tim Seymour, a savvy investor known for his macro insights, joins market commentator Dan Nathan and professional trader Guy Adami to dive deep into the latest market dynamics. They explore the impressive surge of storage stocks driven by AI demand, while debating if these can outpace giants like Nvidia. The team discusses the implications of copper's record highs and its impact on inflation, as well as the potential revival in the IPO market with anticipated listings like SpaceX. Exciting insights and trading strategies all around!

Tim Seymour, a seasoned investor and market analyst, and Joe LaVornia, counselor to the Secretary of the Treasury, dive into the latest market dynamics. They dissect the S&P 500 hitting record highs alongside a strong GDP report, discussing implications for inflation and Fed policies. The conversation shifts to Novo Nordisk's new weight-loss pill and its market potential. LaVornia highlights the role of private capital expenditures in economic growth while addressing the shift in consumer spending patterns and the overall recovery landscape.