Why Big Oil loves Joe Biden
Wall Street Unplugged - What's Really Moving These Markets
Release Date: 12/08/2022
Wall Street Unplugged - What's Really Moving These Markets
Watch the replay of last night's special event, “The AI Story No One's Telling,” at www.curzioai.com. I start today’s show by eating some humble pie over my NCAA Final Four picks. I share my thoughts on the tournament so far… and which games I’m most looking forward to in the coming weeks. We saw an incredible turnout for our special event last night, “The AI Story No One's Telling.” Our live Q&A lasted almost two hours—covering everything from the current state of AI… to where we're headed with artificial general intelligence (AGI). Thank you to everyone who...
info_outline A biotech stock that could deliver 20x gains… because of AIWall Street Unplugged - What's Really Moving These Markets
I kick things off with some thoughts on NVIDIA’s (NVDA) GPU Technology Conference (GTC). In short, it was incredible and I explain why NVDA is on an island all by itself when it comes to dominating AI. I breakdown why AI isn’t even out of the 1st inning in terms of growth and why it will disrupt every sector of our economy. Yes, every single sector. I’m so excited about the investment opportunities in AI that I’ve created a new service – Curzio AI – that focuses on the technology. Join me on Tuesday, March 26 at 7 p.m. for a FREE presentation and LIVE Q&A session. Sign up for...
info_outline NYC… CPI… AI… Oh my!Wall Street Unplugged - What's Really Moving These Markets
I was in New York City over the weekend visiting my 80 year old father-in-law. While I enjoyed bagels, pizza, and attending a St. John’s basketball game. I couldn’t be happier to be home and out of the northeast weather. Turning to markets, I break down this week's CPI (consumer pricing index) report and explain why, despite the hot inflation reading… stocks moved higher. I share a lot of data on why investors must be careful on what they wish for when it comes to the Fed cutting rates. Another trend getting mainstream attention is the massive amount of layoffs at big tech companies,...
info_outline AI is still in the very early stages of growthWall Street Unplugged - What's Really Moving These Markets
After hitting an all-time high on Tuesday, Bitcoin plunged over 10%... for about 2 minutes, and is now rallying back to previous highs. I breakdown the volatility, including some crypto’s surging 200% in days, and how I would use pullbacks in crypto to your advantage as we approach the upcoming halving. Apple’s stock is down around 15% from its high, and mainstream media is panicking. I recap the bearish argument… the dismal iPhone sales data coming from China… the effect the upcoming Presidential election could have on the U.S. and China trade wars… and why you shouldn’t get...
info_outline AI will lead to an earnings explosionWall Street Unplugged - What's Really Moving These Markets
I start today’s podcast with a personal note about the Billy Joel concert my wife and I went to last weekend. In short, it was an amazing show. But we also really appreciated that we got the chance to put aside everyday tasks and be in the moment. You’re going to hear me say this often… There’s no denying AI (artificial intelligence) is a once in a lifetime opportunity. But I have some fun pointing out why wokeness and AI will never commingle. In fact, Alphabet's AI platform, Gemini, is going viral for all the wrong reasons. AI will disrupt all kinds of industries… It’s a chance...
info_outline AI… bubble or disruptor?Wall Street Unplugged - What's Really Moving These Markets
A couple of weeks ago I mentioned my daughter’s passion for art and that one of her pieces recently won a Gold Key Award and a Vision Award... Today I share our recent experience at the Florida Theater where she received the award and explain how I try to encourage my daughters to follow their passion and celebrate achievements as they make their path forward. After the market closes today, the mighty NVIDIA (NVDA) will report earnings. I breakdown my expectations for the leader in AI (artificial intelligence)... give my take on the valuation… why it’s pulling back before earnings… and...
info_outline The Bitcoin bull market is just getting startedWall Street Unplugged - What's Really Moving These Markets
Happy Valentine's Day. I hope your day is smoother than mine—I’m running around trying to make this a special day for my wife and daughters. Bitcoin has surged past $50,000 level—but we’re still in the early stages of this bull market. Last week, during Part 2 of my Crypto 2024 series, I explained why the next Bitcoin halving event will ignite several major crypto catalysts… and how to position yourself for windfall profits. If you missed it, don’t worry—you can watch the replay and schedule a one-on-one chat with me here:...
info_outline Buy this 'Mag 7' stock right nowWall Street Unplugged - What's Really Moving These Markets
I spent some incredible quality time with my daughter this past weekend. We went to a concert and then spent the day at an amusement park. I wouldn’t trade experiences like these for anything… but they do remind me how old and fragile I’m getting. We’re facing several major headwinds right now—from geopolitical risks… to major layoffs… to the Fed pushing back interest rate cuts. Yet, the markets continue to march toward all-time highs. I break down why the market is brushing off these risks. We’re in the heart of earnings season… and so far, Big Tech has been putting up some...
info_outline This tech giant is a screaming buyWall Street Unplugged - What's Really Moving These Markets
Big Tech companies—including Microsoft (MSFT), Alphabet (GOOG), and AMD (AMD)—are the latest to report their fourth quarter (Q4) earnings. And despite all three names posting relatively strong results, all three stocks are down. I dig into the numbers… and highlight which stock is a buy on the pullback—and which one will get crushed going forward. On tomorrow’s episode of WSU Premium, Daniel and I will break down several more earnings reports, and reveal our latest Dollar Stock Club pick. Don’t miss it—Subscribe to WSU Premium at WSUpremium.com. Elon Musk is being ridiculed...
info_outline Why NFLX is in a league of its ownWall Street Unplugged - What's Really Moving These Markets
Netflix (NFLX) jumped over 10% today after reporting blowout quarterly results. That’s great news for our WSU Premium members—since I just recommended NFLX last week. If you’re not getting my weekly trade recommendations, you’re missing out. Join us for tomorrow’s new pick. Subscribe to WSU Premium at https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=240124_wsup_charter_wsu_Libsyn&utm_campaign=2302-WSUP-Charter&utm_term=copy&utm_content=Libsyn I break down NFLX’s impressive quarter… why it remains the undisputed king of...
info_outlineExxonMobil just released some incredible projections about its wage increases, capital expenditures, and future free cash flows. Daniel and I explain how government policies have given Big Oil the ability to print money… And why oil stocks are rising, even as oil prices are falling.
In other energy news, oil shipping companies are drastically increasing their rates—in part due to the uncertainty surrounding Russian sanctions. Daniel shares a handful of names that will benefit from the situation.
Walmart CEO Doug McMillon recently spoke about the rise in shoplifting the company is seeing… and how it could result in price increases and even store closures. Target says it’s also struggling with the same issue. We discuss why everyone should be concerned about this news… and how it could lead to buying opportunities in a few of the biggest retail stocks.
In this episode
- ExxonMobil’s remarkable projections [2:10]
- How governments are helping create massive profits for big oil [6:05]
- The disparity between oil stocks and oil prices [13:00]
- These stocks will benefit from increased shipping rates [16:35]
- What Walmart’s warning means for retail [28:14]
Enjoyed this episode?
Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/
Wall Street Unplugged podcast is available at:
--iTunes: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/
--Stitcher : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2
--Website : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/
Twitter: https://twitter.com/frankcurzio
Facebook:. https://www.facebook.com/CurzioResearch/
Linkedin: https://www.linkedin.com/in/frank-curzio-690561a7/