We preview results from three companies our trader calls high quality, with a history of performing well for investors. MAI’s Chris Grisanti has called it right on Verizon and Hershey, he tells us the tech name he says is now a value stock. Plus, Trump promising tariffs so high, US companies will have to return manufacturing stateside—two experts discuss whether that’s feasible, what it means for already-high prices, and which countries could retaliate. 

With China’s recovery failing to materialize, and Israel vowing to not strike Iran’s oil targets, energy prices are under pressure. Why we could see $50 oil in the near-future. The health care name one strategist is treating like a growth stock. And the action, the story, and the trade on United Airlines, J.B. Hunt, and Prologis in Earnings Exchange. 

Boeing pre-announcing a massive third quarter loss and a 10% workforce reduction as its machinist strike pushes into its fifth week. Wells Fargo bearish on the stock, concerned about its free cash flow, but Seaport has three reasons to buy the dip. China’s government re-committing to stimulus measures, but with another round of disappointing economic data overnight, is it too little too late? Plus, not just investing in AI stocks…how hedge funds are leveraging new tech to gain a trading edge.

Elon Musk unveiling Tesla’s long-awaited robotaxi, the Cybercab, but failing to detail plans for a ride-hailing service; Melius Research warns Tesla may pose a bigger competitive risk to Uber and Lyft than meets the eye. With less than a month until the election, how the GOP is making inroads with the typically liberal unions. Plus, recent data and Fed commentary has investors re-thinking rate cuts--we’ve got five names to play a potential pause. 

Inflation a little hotter, jobless claims a little hotter, and the data just keeps getting more distorted. We’re starting to see the impact from storms and strikes, and our economist says the Fed could defer a rate cut because of it. Plus, today’s data giving investors more reason to fade an aggressive Fed. We dive into what that trade looks like and where the opportunities are. And Tesla’s long awaited – and several times rescheduled – robotaxi event is finally happening tonight. We speak with one analyst who says the hype is still real.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Florida is preparing for its second major hurricane in as many weeks. We’ll get a live report from the ground, along with the outlook for gasoline and insurance. Plus, GM’s first investor day in two years is underway, with Wall Street squarely focused on GM’s China strategy. We’ll hear from CEO Mary Barra. And the CEO of Kendra Scott is here with a look at the health of the consumer and overall retail.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The September jobs report crushed expectations, so did the Fed make a mistake by going big on that first rate cut? We’ll debate. Plus, our market guest says this is what a soft landing looks like, and investors should own small-cap stocks going forward. And restaurants have been challenged by higher wages and a softer consumer, but Guggenheim says one name is dealing with it better than the competition.

One prominent OpenAI investor says the company is too important to forgo the scrutiny of going public, but one of our guests says that as long as Sam Altman can raise gobs of money in private markets, that won’t happen. He explains his take. Plus, the September jobs report is on deck, Middle East tensions are at a boiling point, and the U.S. election is right around the corner. We unpack the uncertainty. And supply chain disruptions are front and center as port strikes hit day three, but some names could actually benefit from the stalemate. One analyst explains.