Wall Street Unplugged - What's Really Moving These Markets

Gartner (IT) is crashing—and it's all because of AI. Plus, can economic data be trusted? … A lesson on growth stocks from Palantir (PLTR)... Is Disney (DIS) finally a buy? … And Apple's (AAPL) new AI strategy. In this episode: Howard Stern is hanging it up after 20 years [1:45] Can economic data be trusted? [5:12] The lesson Palantir keeps teaching about growth stocks [16:57] A rant on the broken higher education system [26:21] Is Disney finally a buy? [31:23] Can Apple correct its big AI misstep? [39:54] Private equity access for individual investors: Pros vs. cons [45:29] Gartner (IT) is crashing—and it's all because of AI [51:35] Can this struggling social media stock turn things around? [54:48] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

What the rampant speculation means for investors. Plus, Big Tech earnings… The CSX railroad deal… Amazon's (AMZN) capex cut… Is Boeing (BA) a buy on its pullback? … And this stock will double as interest rates fall. In this episode: College tours with my daughter [1:17] Speculation is at record highs: What it means for investors [6:11] Big Tech must knock their earnings out of the park [9:31] What's driving the strongest retail buying in years? [12:40] The CSX railroad deal would be incredible for stocks [17:27] Amazon just cut capex—but it's not what you think [19:58] Is Boeing a buy on its pullback? [23:13] This stock will double as interest rates move lower [27:41] Big Tech is already getting a return on its AI investment [36:53] Save the date: Curzio Research's first conference! [40:41] Conference Save the Date November 9–11: Curzio Research is taking over the Pier Sixty-Six resort in Fort Lauderdale for our first-ever conference! --Be the first to get the details as they're released: https://secure.curzioresearch.com/curzio-research-conference-2025/ Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The Japan trade deal will benefit these companies. Plus, is General Motors (GM) a buy? … Get exposure to these power plays… Can Coca-Cola (KO) keep raising prices forever? … And "boring" names that belong in your portfolio. In this episode: Lock in the date for Curzio Research's first-ever conference! [0:34] The Japan trade deal will benefit these companies [8:26] These under-the-radar countries could soon be trade partners [15:21] Is it time to buy GM after its post-earnings fall? [19:18] What the PJM power auction says about energy demand [28:08] Get exposure to these power plays [33:18] Can Coca-Cola keep raising prices forever? [39:12] These boring names belong in your portfolio [45:39] RIP, Ozzy Ozborn [59:46] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

I'm excited to be back on the precious metals bull… Big Banks crushed earnings… Where is tariff inflation?... Trump will get his crypto bill passed… Peter Thiel and Tom Lee bet big on Ethereum… And a word of caution on crypto In this episode: Daniel's incredible experience at the Rule Symposium [0:29] Stop hating on Bitcoiners: A rant for the gold bugs[4:54] Armageddon delayed [11:14] Right now is the perfect environment for big banks [13:11] When will tariffs show up in the inflation data? [24:00] PSA: Admit when you're wrong [28:24] Simple economics driving Bitcoin to record highs [39:06] A word of caution on crypto [43:55] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Andrew Horowitz of The Disciplined Investor breaks down the ultimate winner of the Big, Beautiful Bill… how to manage volatility in growth stocks… whether AI is a threat to Google… one mega-cap AI stock he’s long—and one he’s short. In this episode: Welcome back, Andrew Horowitz, host of The Disciplined Investor [0:16] How’s the economy? Depends on your perspective [1:12] What if interest rates aren’t lower in 12 months? [6:21] The ultimate winner of the Big, Beautiful Bill [12:02] How to manage the volatility in growth stocks [18:40] Is AI coming for Google? [29:15] Andrew is long this mega-cap AI stock… and short on another [33:09] Check out The Disciplined Investor podcast [46:03] Find The Disciplined Investor --- https://thedisciplinedinvestor.com/ Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb

How the "Bitcoin treasury" model is creating a bubble. Plus, breaking down today's ADP numbers… Microsoft's (MSFT) layoffs… The big bank stress tests… Buybacks vs. dividends… Why altcoins are losing their steam… And will Peter Schiff change his anti-Bitcoin tune? In this episode: Is the WNBA trying to kill its brand? [3:03] How today's ADP numbers will impact interest rates [8:32] What's behind Microsoft's mass layoffs [11:39] Key takeaways from the big banks' stress tests [16:50] Buybacks vs. dividends: Which is better for investors? [19:13] Michael Saylor created a crypto bubble… [26:47] Why altcoins are suddenly losing their steam [33:59] Why I think Peter Schiff will change his anti-Bitcoin tune [41:57]  On tomorrow's show: Apple's upgrade… And a warning to investors [50:50] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Michel Amar, CEO of DigiPower X (DGXX), reveals how DGXX turned a boring utility asset into an AI goldmine… the company's explosive revenue potential… why the market is missing this $750M story (for now)... and a massive tailwind for DGXX. In this episode: Welcome, Michel Amar, Chairman and CEO of DigiPower X [0:15] DGXX is soaring—here's why it's just beginning [0:41] How DGXX turned a boring utility asset into a rare AI goldmine [3:10] Bitcoin mining + AI data centers = explosive revenue potential [8:33] Why the market is missing this $750M story (for now) [9:50] A game-changing partnership to fast-track execution [11:11] A massive tailwind for DGXX: Power scarcity [15:31] This legendary investor is backing DGXX [17:35] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

How to profit from the GENIUS stablecoin bill. Plus, why isn't Powell cutting rates? … The Iran conflict: Why we could see $100 oil—and which sectors will suffer… Altman vs. Zuckerberg… And the No. 1 way to profit from AI. In this episode: The easiest bet in hockey [0:36] Inflation is crashing—so why isn't Powell cutting rates? [5:30] Why the next Fed chair will lower interest rates [9:50] The Senate just passed a stablecoin bill—how to play it [15:54] The Iran conflict: Why we could see $100 oil [22:26] These sectors will suffer as oil prices rise [33:36] Altman vs. Zuckerberg: A shady CEO standoff [35:42] The No. 1 way to make a fortune from AI [42:57] Subscribe to Curzio AI: https://secure.curzioresearch.com/checkout/cai-product.php?utm_source=Libsyn&utm_medium=250618_cai_evgof_wsu_toc_libsyn&utm_campaign=CAI-evgof Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The smartest way to invest in AI. Plus, the CPI's cold reading… Catalysts poised to power the markets… A lesson from Circle's (CRCL) rise… Disney's (DIS) flawed growth strategy—and stocks to own instead… And follow Peter Lynch into this stock. In this episode: What the CPI's cold reading means for the Fed [3:59] Several catalysts are poised to power the markets higher [10:31]  A lesson from Circle's rise: Ignore valuation—focus on this [16:34] Disney's flawed growth strategy—and stocks to own instead [23:18] The hands-down best way to play the AI growth trend [35:30] Follow Peter Lynch into this stock [55:22] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Eric Goldreyer, CEO of Savvy, explains how he's competing with giants like Airbnb and Expedia… solving the biggest problem with modern travel… and reshaping the hospitality industry. Plus, he shares his top tips for entrepreneurs. In this episode: Eric Goldreyer, CEO of Savvy, on reshaping hospitality [1:03] How Eric competes with giants like Airbnb and Expedia [4:45] Modern travel is broken—Savvy is fixing it [11:47] The key to building consumer trust [19:00] Beyond bookings: Savvy's plans for future revenue [24:37] IPO vs. acquisition—Eric's endgame [29:00] Eric's top tips for entrepreneurs [31:22] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li