Cabot Street Check

This week on Street Check, Chris and Brad discuss the sell-off in chip stocks and neoclouds, small-cap stocks entering a correction, and signs of rotation into other areas of the market. Then, they talk bank earnings and an underwhelming start to Q3 earnings season, this week’s CPI and PPI reports showing ongoing high inflation, and whether it should meaningfully change investor positioning moving forward. To close out the episode, Cabot Option Trader Chief Analyst Jacob Mintz joins to discuss what he’s seeing in the options market, put buying in Cerebras (CBRS) coming into the week, and how he’s playing it now. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad debate whether the market’s new highs are a false start, what OpenAI’s newly reported annualized revenues mean for the data center buildout, and rumors that Starbucks (SBUX) is considering buying Chipotle (CMG). Then, they go head-to-head on bitcoin vs. gold, small caps vs. large caps, healthcare vs. financials, and more. For more information on this week’s offer, visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss Bain and Company’s recent report that AI needs to generate trillions of dollars of new revenue to justify the buildout, ongoing weakness under the surface of the market, Anthropic’s prospectus, and Nike’s (NKE) sell-off following the company’s latest earnings. Then, Cabot CEO Ed Coburn joins to discuss the Cabot Investing Handbook, why it’s especially relevant for investors now given the current state of the market, and the importance of “anti-hype” investing. To read the Cabot Investing Handbook for yourself, click on the link above, or visit cabotwealth.com/street.

This week on Street Check, Chris and Brad discuss the possibility of a market dip in October, significant weakness under the surface despite large-cap indexes trading near all-time highs, the spike higher in bond yields, expectations for as many as four interest rate hikes by mid-2027, and a handful of market stand-outs (META, PLTR, TBBB, ZS) that have been bucking the sell-on-strength trend. Then Nancy Zambell joins to share her perspective on the market, real estate, saving money on energy bills, and sectors that look strong right now. For more information on this week’s offer, visit cabotwealth.com/street. 

This week on Street Check, Chris and Brad discuss the recent strength in biotech stocks, the Fed’s rate hike, Warsh’s credibility, and what the Summary of Economic Projections (SEP) tells us about rates going forward. Then, they debate recent fear-mongering by AI companies, whether AI will “kill us all,” and what it could mean for investors. To close out the episode, Mike Cintolo joins to share his insights on the state of the market, growth stocks, and his optimism about the months ahead. For more information on this week’s offer, visit cabotwealth.com/street.