Equities unbothered and potential upside in AI

Update: 2025-08-01

Description

Tony discusses economic resilience, steady rates, and labor market deterioration. He then shares a trade idea for a data storage solutions company and looks back to a recent trade for an automotive company.

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In Channel

Government Shutdown. Economic Slowdown

2025-10-1025:58

Job Data Delayed and a Tech Trade

2025-10-0326:36

FOMC Aftermath and Financial Firm Trades

2025-09-1925:27

Can the Bulls Hold the Line?

2025-09-0520:40

Markets on Offense after Jackson Hole

2025-08-2925:55

All Eyes on Jackson Hole

2025-08-2226:55

Bullish Outlook Driven by Small Caps and Tech

2025-08-1526:34

Rate Cuts Incoming: What It Could Mean for Options

2025-08-0819:26

Equities unbothered and potential upside in AI

2025-08-0123:24

Earnings Season Update plus a New Trade Idea

2025-07-2524:09

Earnings Anticipation as Market Rally Wanes

2025-07-1828:07

Hot Market. Cooling Economy. What’s Next?

2025-07-1120:38

Watching for Potential Bond Market Cracks

2025-06-1326:10

Cautious Market Optimism

2025-06-0623:10

Eyes on Design Software and Bonds in Japan

2025-05-3020:06

From Exuberance to Uncertainty?

2025-05-2718:49

Cooled Markets Spark an Electrical Trade Idea

2025-05-1627:04

Is Market Complacency Setting In?

2025-05-0921:45

Rallies in Tech. Tailwinds for Equities.

2025-05-0221:10

Trade War De-escalating

2025-04-2525:32

00:00

Equities unbothered and potential upside in AI

#box-pro-ellipsis-176020259456456{-webkit-line-clamp:2;}Equities unbothered and potential upside in AI

Equities unbothered and potential upside in AI

Fidelity Investments

Equities unbothered and potential upside in AI