Trading Justice: Trade Deals, Price Pressures, Consumer Clues
Update: 2025-05-16
Description
In this episode of Trading Justice, Matt and Mark break down a pivotal week in the markets, starting with the S&P’s strength and tech’s continued leadership. They dive into Trump’s $2 trillion Middle East AI push and explore the downstream impact on semis, servers, and infrastructure—connecting the dots from Nvidia and AMD to SMCI and Palantir.
The conversation turns to oil on Iran deal rumors, gold holding support, and crypto’s breakout behavior. In Stocks in the News, they cover AMD’s buyback, Coinbase’s S&P 500 inclusion, Walmart’s inflation warning, UNH’s collapse, and Nvidia’s surge. They wrap with what they got right, what’s coming next, and the key setups to watch heading into the week.
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