September 2nd The Tom O'Brien Show on TFNN - 2026

[music] The following is a presentation of [music] TFN. The Tom O'Brien Show is produced every business day. Tom takes your phone calls toll-free at 1877-927-6648 internationally at 727-8737618. >> Let's go to my man George in Newport. George, what's going on, brother? >> Hello, Tom. Good afternoon. How are you? >> I'm doing great. Yourself? >> Yeah, great. I've been following you [music] for the last 2 years, listening to your show. >> Well, thank you very much. I appreciate it. >> All the hard work you've done for us over the years. Well, I really appreciate you calling and saying hi. >> My pleasure, Tom. Welcome to your show. >> Thank you, man. Have a great Wednesday. Appreciate it, man. >> Now, Tom O'Brien. [music] >> Good afternoon, folks. Tommy O'Brien coming to you live from TFN Wednesday afternoon. We got about 60 minutes left to go in the trading day, and you got markets in the green. We accelerate from pre-market lows. S&Ps right now up nearly half a percent up 33 points trading at 7676. NASDAQ 100 was in the red dramatically and we get it back and then some. We're positive by onetenth% up 28 points at 29,154. The Dow up half a percent. Quite a rally early in the session from the Dow and crude in focus today for sure. Okay, crude was easing for a bit. It allowed the market to accelerate. We had a pullback, but Dow right now up half a percent back above 53,000 up 257 points, 53,85. And the Russell leading the way. How about the Russell up by 1.2% up 35 bucks. 2959. I mentioned crude. A little bit of a roller coaster last night.229. This morning we're back there at $89. I mentioned 7:00. There you see the drop that we had. Okay. And we're back above that price level, though. We reached 9150. We're at 9078. Crude up by 56 pennies. We jump over the 10-year right now. Yields in focus. Now we got non-farm payrolls on Friday. Excuse me. You have a 10ear right now trading flat on the session at 10712 and you have a 10-year yield of 4.8. 4.8. Quite a number. Okay, take a look at the the weekly and check out how we are breaking. Okay, January 2025, the low was 10706. You just hit 10708, right back to where we were in January 2025. Now, you take a look at yields on a little bit of a longer term basis. You go back 5 years, we've been here before many times, okay? We were almost there in 2022. You made it as low as 10510 in 2023. And we were right here in 24 and at the beginning of 25. So critical area. We got yields pushing those highs at 4.8 right now on the 10ear. The dollar chops around. We're at 9960 down by seven pennies. We'll go back to the short term and yeah, we had some action this morning, man, when I was on the air. How about that weakening now? The dollar's gotten some of it back. Okay, but dollar 9961 under some pressure. We jump over the yen. I think they're coming in this yen market again, folks. You have lower prices. Now, when this goes lower, this is the yen strengthening, which would correlate to the dollar weakening. I talked to our man Teddy Kaggat this morning. Okay, he rightfully pointed out there's some action across the board on differing levels. Check out the New Zealand dollar, right? Check out the action last night. You check out the Euro US dollar. Okay, you see that spike coming into the market at 9:00 as well. Well, the euro's almost gotten it all back to 11583 right now, but that lays the context of gold catching a little bit of a bid as you saw that dollar drop off. So, gold last night at 4329, we rally up to 4440. Oh my goodness, look at this price, folks. 4440. We just needed four more pennies. Just four more pennies would have been the perfect one, right? That's quite a number, man. Gold up $26 right now in the session. clone back those losses of last night. So, gold's up 6/10%. GDX up more than 2%. Gives back some of the gains as gold pulls back a bit, but quite an acceleration earlier. Up to above 9850, you jump over to silver up by 6/10%. Hecka today. How about it? Hecka up 7% today. Talk about an acceleration, man. Harmony, uh, some of the tigers in the den talking about those copper stocks. Southern Copper up by half a percent today. Freeport up by 1.4% right now. All right, we jump over the VIX. How's that for a volatility suckout? We almost got a 14 handle, folks. 1513 on that volatility index. Now, 10-year Treasury yield, that's the highest level since November of 2023, folks. Okay, so you better believe yields in focus. Highest since November of 2023 with yields in focus right now. And after the bell today, we get Broadcom with their numbers. Okay, pulling back from the highs of 495 in June the last time they had their numbers. Now look at the volume. Look at the volume the last time they reported folks. You talk about expectations. Okay, this thing has not had a bid with strength since that pullback. And we are, you know, that is quite a wall of worry, man. And so they'll be after the belt today. Jump around to some of the other big dogs. How about Nvidia, man? How about Nvidia? Look at this run. Part of the reason why you had the market accelerating when you have Nvidia up 3.2%. You're up $7. Remember folks, almost 25 billion shares outstanding today alone. 175 billion in market capitalization added. And Jensen Wang, he knows how to use that equity, man. He knows how. He's swinging around that equity, making deals, and riding the AI wave. Excuse me. Now you talk about why is the yield surging a lot of different hot takes and New York Fed Williams. Yeah. John Williams, New York Fed president, he just thinks it's rising because we have a strong economy. Now he's the president of the New York Federal Reserve, folks. Okay. He added that he's taking a wait andsee approach to whether an interest rate hike is necessary. There's no clear science right now whether monetary policy currently sufficient to make sure we bring inflation back to target in the next year or two. Year or two. We're in year five and a half. Year or two. That's a best case scenario because it is best case scenario even when he's talking it up, right? whether it's going to go back or you need to see further action to do that. So that's like best case scenario. We go back there in a year or two. We got the next Fed meeting two weeks from today, folks. September 16th and his quote, what's driving it in large part is a really strong US economy and a strong economic outlook outlook fueled by big investments in AI and data centers and technology in general. So I think it's not really about financial conditions affecting the economy. It's more about the economy affecting financial conditions. Well, that's one man's take, folks. But boy, it sure is a heck of a coincidence that the 10-year yield chart looks like this. Since we've been in a war with crude pushing $92, that war adding to the debt, right? So that's the context of the conversation in the same way as well because we had a tenure at 3.98 before we went to war and now we got crude. Okay, highs at 9350. you hit 9229 and there's the spike on crude initially and yeah 3.98 the yield we remember we're talking about man still still okay we've been saying go get a house folks go get a house you know if you know people that are trying to get a starter home boy it's a little tough right now with mortgage rates hitting almost 7% folks but guess what you can always refinance okay you're paying rent anyway right and we have inflation you just heard the New York Fed president in a year or two or we'll do more. That's like best case scenario, a year or two or they're going to have to do more. S&P's up by 37. We'll come right back, folks. If you spend any time online researching trading techniques on how to begin your trading journey, you've no doubt come across many folks who push forex trading as a way to make big money quickly. Unfortunately, there are equally as many stories [music] of these so-called Forex professionals just looking to make a quick buck off aspiring traders without actually [music] teaching the ins and outs of the Forex market. This is what sets Teddy Kekstack's The Tiger [music] Forex Report off the riff raff. Every Monday, former Chicago Merkantile Exchange member and author Teddy [music] Kekstat releases his Tiger Forex Report newsletter where he dives into the complex world of Forex and takes time to actually teach you his methods that have made him so successful [music] in the fast-paced and rewarding world of Forex trading. Furthermore, all subscribers receive access to archive streams of Teddy's where he provides university level education to help you in Forex trading. 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You have to practice, sure, but you also need excellent instruction from experts. At TFN, you'll get advice and guidance from the authority in technical market analysis. And it's not just dry, [music] tedious text, either. TFN airs live financial content streamed live on TFN.com and [music] TFN's YouTube channel with Tiger TV. Live every market day from 8:30 a.m. to 400 [music] p.m. Eastern for free. Each host is an experienced trader and gives their take on the market while taking [music] calls and questions live from around the world. From the moment the market opens until the closing bell sounds, Tiger [music] TV has eight different shows with expert hosts to help you make the right moves with your money. [music] Watch online at tfnn.com or on TFN's YouTube channel and become the [music] investor you were born to be. TFN, educating investors. [music] Welcome back, folks. NASDAQ up by 34 right now. We jump over to Broadcom. So, you take a look at Broadcom and let's see what kind of move we're talking about here. So, you're talking about almost a $25 move priced into this equity for an event and yeah, most of it basically all for today. You want action through Oh, no. Look at this. I didn't even realize. So, Broadcom, they must have daily options. They got options every couple of days. They got Monday, what do they got? Monday, Wednesday, Friday options. They do. They got Monday, Wednesday, Friday options or something to that degree. So, these options expire today. So, don't look at those ones. All right. Look at the Yeah. So, if you're looking at basically and you could, okay, but options through Friday about $30 in either d in either direct, excuse me. Yeah, $30 move or $15 in either direction. Okay, so you're trading at nearly 370. Boy, quite a move, right? What's that? 7 8% move priced into this thing. And so this one from Bloomberg, folks, talked about it this morning. Now, this equity right now is nearly a $1.7 trillion equity, right? They've lost 520 billion from that spike high an earning cycle ago, 90 days ago. But check this out. Okay, now I just said this is the one day loss or gain after their earnings. Okay, you saw the remarkable acceleration last quarter on the chart. Now, I just mentioned, right, it's about a seven or 8% move priced into this equity, but look at the way it moves over the last couple years. So, get ready for it after the bell. Look at these moves, right? In both directions. And I made the point of mentioning this morning. You know, if you think folks that these companies reporting every 90 days is unnecessary, just look at the extreme volatility we are getting. The world is moving very fast right now. A lot of these companies are plowing tremendous capital expenditure, right? And their growth rates are varying remarkably different over a 3 to sixmonth period. If this is the type of volatility you get when they report every 90 days, what would be happening if they got to go 180 days, right? And any time that they're not reporting, there's a much higher chance that all that public information, folks, which is crucial to public markets, right? You go public. That's what you do. You go public. That's the expression, right? Cuz it's public markets. And public markets need public information. And I'm a huge proponent of making sure they're reporting. You see the type of volatility. I mean Meta any equity. All right, look at the moves Meta is getting on their earnings as they report. Just remarkable. So Broadcom after the belt. Get ready for it. But Nvidia 3.3%. Jump around to some of the other big equities out there. You got Amazon shares flat on the session 255. It's retracing to potentially the bottom of that channel. Now you check out check out Amazon. It's quite a channel folks to the upside. [snorts] Just gang buster earnings. in late July. But hey, what have you done for me lately? The market says Microsoft shares and they're getting sued by the FTC. That doesn't help. Microsoft shares down by 8/10% right now. Google positive by 7/10. We mentioned Meta up by 3% right now. 595. We jump over to SpaceX shares down 1.7%. How's that for some volatility? I mean, can you imagine if SpaceX didn't have to report for six months, folks? We wouldn't have the the stock would move 150%. If SpaceX didn't have to report for 6 months, this is the greatest example we could all it's the things are moving so quickly right now to value these companies. Very important that we get that type of information. And the other last part of this is that I think we're all aware that many companies, right, are staying private for longer and many of those gains are being taken by private equity. Okay? So they stay private for longer because private money is available. And as long as private money is available at that valuation, private equity picks it up. And then once they reach a valuation where the private equity is not quite comfortable, like for instance SpaceX at a $1.8 trillion valuation, once they reach that valuation, they push it out to the public. So many companies that used to go public don't go public when they're that small. So the argument that it's overburdensome the regulatory nature of reporting every 90 days. Yes, it cost these companies money. Okay. But keep in mind that all the good gains are getting taken by private equity in the early rounds of financing and funding. And by the time most of these companies go public, they're to the size and degree that reporting every 90 days should not be cumbersome to them to the degree that they're making it out to be. And you know, you see the type of volatility. You'll see it on hand after Broncom tonight. All right, let's take a look at gold. Yeah, they're talking about some of the GDX volume, right, Hecta? GDX volume. You know what, folks? True. Now, it was quite a pullback last week. Okay, you take a look at this thing on a daily and yeah, we got some action today. Check it out. It's a decent bounce. Okay, 192,000 on the pullback yesterday. You're at 177,000. Decent days. Okay, we're going to have a decent volume week in that gold contract. Now, you jump over the GDX. Very little V volume on the bounce on the GDX. Now, equities are up 2.4%. But guess what, folks? We're coming into Labor Day weekend, man. Summer's about to wrap up. Okay, f excuse me. Friday, school gets out early. School gets out early on Friday, man. Pick up 12:00. Okay, that matters. I got Tommy in school now. And and when when the kids are out at noon, man, you know, now we do get non-farm payrolls on Friday. So, that'll be an impetus to keep everybody at their desk to a certain degree. You get the non-farm payrolls for the month of August. And ahead of that, we got ADP private payrolls this morning. That number comes in a little light. 38,000 less than expected. Okay. Now, the market was looking for about 47,000 last month, July. I'm talking about you were at 46,000. Education and health services, most of it. Yeah. Education and health services, 45,000 jobs. Yeah. The headline number was 38,000. Education and health services carrying this economy right now when it comes to jobs. They are leisure and hospitality adding 16,000. Manufacturing manufacturing jobs been under pressure continuing down almost 20,000 losing 17,000 jobs. Business and professional off 16,000. Transportation and utilities declining 5,000. Almost all the gains came from big businesses. Companies employing 500 or more workers, 34,000 jobs added, and the small companies just adding a few thousand jobs. And that's probably a reflection of education and health services. Now, I was going to say health services, man. In Central Florida, folks, they got hospitals popping up everywhere. I'm not even exaggerating. Mega hospitals opening up. We got an Orlando health hospital that just opened up in Lakeland. We got another one opening up. Um, you see it folks, okay, as people are moving into different parts, you know, population and healthcare just exploding. Not necessarily indicative of the underlying strength of the economy and missing the mark on jobs as we await non-farm payrolls on Friday. Speaking of jobs, Uber Uber's laying off 10% of their entire workforce, folks. There's your spike this morning. They're laying off 3,000 workers. It's 10% of their workforce. It's going to be managers. And it is going to be nearly 20% of managers are going to be laid off, which represents 10% of their entire workforce. They're trimming the fat. They're making sure they're lean and mean. Uber shares been under pressure recently. Sure that's part of it. Trading from 101 to 65 in July. You're popping today. 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Each host is an experienced trader and gives their take on the market while [music] taking calls and questions live from around the world. From the moment the market opens until the closing bell sounds, Tiger [music] TV has eight different shows with expert hosts to help you make the right moves with your money. Watch online at tfnn.com or on TFN's YouTube channel [music] and become the investor you were born to be. TFN, educating investors. >> This portion of the Tom O'Brien Show is brought to you by Directions, daily leveraged and inverse ETFs. Whether you're a bull or a bear, you choose the direction. Visit direction.com. Investing in the funds involves significant risk and should only be utilized by investors who understand the impact of leverage and actively monitor their portfolio. They are not designed to track the underlying index or security for more than a day. Before investing, carefully consider a fund's investment objective, risks, charges, and expenses contained in the perspectus available at direction.com. Read carefully. ALPS distributors inc. [music] Welcome back folks. So BHC superfecta Hector What are you doing with this thing? Look at this thing. So quite the acceleration. You're getting a pop today. So this is Bosch Health Companies. Okay. And they Oh, come on. Catch up. My computer's freezing. Come on. Don't Don't abandon me here. There we go. Nope. Well, hey, I like the strength on this. That's it. So, they're a global specialty pharmaceutical and medical device company. Canadian pharmaceutical company, $2.5 billion company, 20,000 employees. Ball shelf, formerly known as Valiant Pharmaceuticals. And so, what do they got going on today? A skin resurfacing technology. And yeah, that's it's aesthetics unit. Sulta Medical, the Fraal FTX skin resurfacing device available to health care professionals in Australia starting Tuesday. Is that driving it? Let's see. You know, anytime you're getting into an equity like this, folks, okay, risk equals reward. That's one thing in life that like you if you're not willing to risk anything, the the reward can't be there on the end. And if it was there, everybody would be taking the same opportunity. If it wasn't a high level risk scenario with a possible high reward. That's in life, man. That's in love. That's in markets, right? No risk, no reward. Period. And you know, I like the setup on this, okay? But when I talk about a Hector, what I say to myself is, boy, I I I I do like the setup on this, but this is an extremely risky equity. The chart alone says it, okay, you back it up and you're talking about you got highs out here of whatever was going on in 2015 at 263. Was that their days of Valiant Pharmaceutical? Not even familiar. You were just at $35 in 2021. Okay. And even since we've been chopping around since these lows in 2022, you know, the chart alone says that this thing could go to zero. Man, it does. When you can go from 870 to 433 in the span of about a year, you just want to be aware of the risk you're taking. Now, the other side of that is look at the beautiful way you pull back, right? you come back into this area of the tariff lows and you accelerate out of that area and that's kind of what I like. Now, you know, doesn't mean you can't come back and test this area of 438 again. We were just here in July. Not sure the fundamental story. Um, but yeah, I like the action. I do. I like the technical area you broke out from. I like the sign of strength. Looks like we're bumping up against that $7 price area right now. But anytime you're entering in an equity like this, folks, just know you can wake up and it can be at a dollar or two. And that's just the nature of a scenario sometimes when you're playing those equities that have huge upside potential. But they're facing, you know, especially when you talk about pharmaceutical companies and I think the den knows that. And man, we got some great den traders, folks. If you're not in that tiger's den and they talk a lot about some of the bioarmmers, our man Bud Ralph used to be all over those, man. He had some huge winners. Remember that folks? The old tigers and tagresses. You know, it's funny as EKS, you just said, "Uh, are you in Delmare?" And I saw it first and I said, "Dell." Yeah, we got to talk about Dell. That's right. No, you're talking about Delmare for the hospital. Well, we'll talk about Dell, folks. And yeah, how about Dell? We look at this. Quite the vol. You talk about volatility, man. How many shares of Dell does Michael Dell own? Does anybody know? Let's see. He owns 40% of this company. Oh, this is going to be awesome. He reports beneficial ownership of 265 million to over 345 million shares. Let's just call it 250 million shares. And this thing's up. So, every $10 he's making 2.6 billion. And this thing's up 70 bucks, man. That's That's a good day for Mr. Dell. And hey, I mean, look at look at the volume. All right, you got a setup here where Dell is about to take out this consolidation where you've drifted higher. You got highs out here at 514, but if you could just finish this week above like 500. Look at the volume. Look at the volume. So, they come out with their numbers last night and they revised their outlook for the fiscal year. $25 billion to the upside and it was something like 167 billion was the prior number and now it's 192 or something like that. And that's from where they were in May. Okay, look where they were in May when they told us that I think the the revenue was going to be 167 billion. And now they're like, guess what? It was probably in the last earnings. This is when it was. So they told us, they say us, the market, right? That their fiscal year outlook was 167 billion. And look at how the market rejoiced. And guess what? They're like, nah, we're adding $2 billion to that number. And this thing's poised to take out the highs, man. up 16.3%. Now, we'll see where they are in 3 months cuz the market's going to expect them to beat and raise again. Okay. And let's see what the exact numbers were. So, here it is. Lifting fiscal 2027. Did I remember it exactly? Yes. So full year they're looking for 2550 in earnings per share and 192 billion in revenue and yeah their previous guidance was 167 right in the middle of the range 16. Yeah. So they go from 167 to 192. I just want to make sure because it's staggering numbers and that's up from where they were in May when they crushed it out of the park as well. Right. So that was looking good, man. Period. End of sentence now talking about So interesting. We get New York Fed President Williams, right? Talking about the reason why yields are higher is because this economy is just growing. Well, they've skyrocketed since inflation's become a problem. Crude is pushing higher levels since the war. But check this out. Growth is contributing. And when you look at other areas, not just ourselves, cuz yields are spiking everywhere right now. Okay, this is real GP GDP growth forecast. Now, the US is down here at 2.3% this year and 2.2% next year. Okay, look at where the other countries are. And then the budget gap, other countries have actually been doing somewhat okay. As in the budget gap, US 7.4% our budget gap as a percentage of GDP. But look at Japan. We're coming right back, folks. If you're looking for potential trading setups in the stock market, then Rocket Equities and Options Report is a newsletter you should try. Tommy O'Brien delivers options and equity trades when the markets present them using a combination of fundamentals and technicals. Sign up for Rocket Equities and Options Report today with a 30-day money back guarantee so you have nothing to risk. For all the details and to start your subscription today, visit the front page of tfn.com. tfn educating investors. For traders who crave risk, directions daily leveraged and inverse ETFs provide opportunities to magnify short-term perspectives with up to three times a daily leverage. [music] Utilize bull and bare funds for both sides of the trade and trade through rapidly changing markets. These are highly leveraged ETFs with daily resetting designed for short-term trading, not long-term investing. Whether you're a bull or a bear, you choose the direction. [music] For up-to-date pricing and performance, go to direction.com. Investing in the funds involves significant risk and should only be utilized by investors who understand the impact of leverage and actively monitor their portfolio. They are not designed to track the underlying index or security for more than a day. Before investing, carefully consider a fund's investment objective, risks, charges, and expenses contained in the perspectus available at direction.com. Read carefully. ALPS Distributors Inc. The reality is that navigating financial markets [music] can be risky. Markets can be chaotic and difficult to understand. Having [music] the latest market advice can help you turn this chaos into a key for creating winning trades. [music] At TFN, we understand that it can be hard to find reliable market news. That's why [music] each of our market experts offers their very own market newsletter. A must-have tool for every trader out there striving to find an edge [music] in today's markets. TFN newsletters cover every aspect of [music] the markets so you can analyze the market before you trade. Try any of our great newsletters risk-f [music] free with our 30-day money back guarantee. Just visit the newsletters tab on the front [music] page of tfn.com. TFN, educating investors. TFN has launched the Tiger Zen, hosted at Discord. TFN has been educating traders for more than [music] 20 years with live programming hosted by a variety of professional traders during market hours. The Tigers Day available to all Tigers and Tigresses for just $1 for the year. There's no cash [music] or added costs when you join our community of traders. Sign up today and become a part of this educational community of traders. Just visit the front page of tfn.com. This program is brought to you by Vista Gold, traded on the NYSE American and TSX under the symbol VGZ. >> I'm Orion. [screaming] [music] Welcome back folks. S&P's up by 35 points right now. 7677. And jumping back to that story on growth for a moment. So this is a journal piece. Okay. Out this morning. Yeah. 11:30 this afternoon. This morning. Borrowing isn't the bond market's only concern. Growth is too. Now, some cool statistics here in terms of the IMF expects Japan to have the smallest budget deficit in the G7 for the third year running at around 2% of GDP. Excluding interest payments, Italy is headed for a small surplus. The UK and France are borrowing more, but the US is in a league of its own, right? With a budget deficit at nearly 7.5% of GDP. not fiscal responsibility, folks. Okay? Tax cuts are great. They're not paid for. Okay? And it is a remarkable number when you look at that. No matter what, right? It's just now the point that they're making here. Okay? Yet the bond market at a time when their deficits on a yearly basis have actually tightened the bond market is penalizing them because of potentially growth. Now growth, yeah, the US is forecast to grow faster. Well, that will happen inherently when you have no fiscal I mean that's we got to grow. We got to grow our way, right? And I I don't see the politicians doing anything. The US is forecast to grow faster than other major economies propelled by the AI boom. Europe and the UK and Japan look stuck in a lower gear, maybe 1%. Yeah. Suggesting they'll all struggle to ek out growth of as little as 1% this year and next. How's that for you? So yeah, percent of GDP look at how Japan claw things back, right? Not the US, man. What are we at? 128%. We're at 105% in 2015. 128%. Think of what the GDP's done over those that's that's the thing there. Okay, that's percentage of GDP, which is growing dramatically over the last 11 years. And now we're at nearly 130%. Italy 139%. Look at Germany down here at 66. They got spent more money on defense. Hey, there's a lot of merit to what gets said in certain aspects for sure. All right. Now, we get Hullet Packard earnings tonight after the bell as well. And what's interesting is I was, you know, I I read this article. When was this article out? This is an old article. I'm pulling up right now. Prior to the Dell earnings, okay? Yeah, this was out yesterday. And the point they were making in this article is that these two companies, Dell and Helen Packard, need earnings to validate the record run. Now, Dell's up what 16%. 17% we'll call it for Dell. So, they validated it and then some. Now, Hulip Packard's up by 2.5% today. Okay. And HP's up 112%. It's the 13th best equity in the S&P 500, folks. Yeah. Dell the third best. And you see how now they trade with the whole market, but you see how they they're correlated for sure. And now they really are going to have some expectations after the bell. And that's what they talk about. Dell was up almost 50% in the two sessions following their May earnings and they just up the ante from there by another $25 billion [snorts] and they are priced like rapid growth equity growth equities. Take a look at Hila Packard and yeah big numbers back there. Same thing for Dell. And we'll see. We'll see if they can deliver the way Dell did. But if they have a problem, then they really got a problem because they should not have a problem. If Dell is delivering a revenue increase to the tune of basically 15%, you go from 167 billion, you add 25 billion on top of that, 15%. Now, in terms of Hulip Packard, they're looking for earnings of 92 cents a share on revenue of 11.93 billion. They're looking for revenue to rise by almost 31% driven by continued strength in AI infrastructure and networking. Look at Nvidia making a run for the highs, man. Strong numbers from Nvidia. These companies, they're delivering on earnings. You know, part of this is what's priced in, but they are delivering. See if it the trend continues. Keep an eye on gold. Let's jump back to that dollar. 9960 on the dollar. So, they're going to be writing more about the yen, folks. That's for sure. Okay. Somebody stepped in as in the finance ministers in Japan. So, you start weakening last night at 10:00. excuse me, strengthening. We start weakening. Okay. But the end strengthens and then really the drop off right when I was on the air at 920 158.88. Gold contract up 8/10%. Let's check it out. All right, we jump over the VIX 1530 right now. Let's take a look at this heat map. Excuse [clears throat] me. S&P 500. Yeah, some of these chip stocks. Look at this. PaloAlto down 10%. Let's jump over to PaloAlto. So, their numbers last night. Well, that's not what you want to see, right? That's almost a bearish engulfing. And that's your weekly. And we have two full trading days left. So, you're going to get some volume to the downside. You're going to do it on earnings, you do it on volume. What else was out there? Yeah, let's go to Crowd Strike. Palanteer, I saw Palunteer at the G20. Palanteer down by 5.8% right now. Crowd Strike, strong numbers for them last week. Look at this. Give up. Yeah. So, they're all getting weighed down by Palo Alto in their numbers. Crowd strike. Look at the volatility in this equity on a daily basis, man. Not even counting the move they just had on their earnings. You're still jumping around by 10 10% today. Almost down by 5.8% for Crowd Strike. Check out the banks. JP Morgan up by 310%. Bank of America up by 1%. Goldman jump over to healthcare. Lily. So Lily was higher. Yeah, they gave it up. Look at that. Spikes to 1187 back to 1159. Take a look at this thing. It's got a lot of volume on the bullish side in this equity. At last earnings, but not even that. A lot of strength in this equity. Yeah, look at Fizer. So, Fizer's breaking above the highs in the last week of March. How's that for a volume number? 166,666,631, [cough] excuse me. And we're not going to break it with volume this week, man. We're at 115 million right now. Friday is going to be a very lightening day in the markets. S&P's up by 35. Have one more segment, folks. Come right back. [music] Many trading newsletters attempt to focus on a narrow set of equities or commodities. 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Go to tfn.com then hit watch tiger tv. That's tfn.com then hit watch tiger TV. [music] Welcome back folks. S&P is up nearly half a percent right now. up 34 points trading at 7677 and pretty tight trading range since about 10:45 this morning 11:00 just chopping around near 7680 and we're right near that number up by 30% NASDAQ 100 up by 210% making a run for nearly the session highs at 296 excuse me you got a Dow up by 300.610% 6/10%. How about the Russell up 1.1% right now? The yields sitting right now with the 10-year at 4.79. 4.7 niner in dollar with some yen action. We got action in currencies right now period. But the dollar dives this morning from 99.86 to 9950. We're right back to where we were at 10:30 in the morning for a moment on Friday. And yeah, gold up by 8/10% and your GDX up by 3% right now. You know, look at the pullback, folks. Look at the strength. Okay, your GDX pulling back on 66 million. We did 151 million on the on the acceleration. 145 and 151. You're back down on 130 and 66. Now, we got two full trading days left, but Friday is going to be nothing. Kids get out of school half a day on Friday if they're already in school. They're already in school in Florida. August 11th. They went back August 11th, folks. They get out a month early, too. But August 11th, nonetheless, folks, thanks so much for tuning in. We got an S&P up by 32 points. Checking in on Broadcom as expectations for them after the bell. They'll be delivering their earnings down by about 7/10%. And Hula Packard following the grand slam by Dell. Can you imagine sitting in Hulip Packard? knowing knowing your numbers, right? We'll see what comes after the bell and then seeing those numbers from Dell. Dell up 15.6%. Folks, thanks so much for tuning in, spending your time right here with me at TFN. Couldn't appreciate it more. Couldn't do what I do every day without you Tigers and Tigresses out there growling and prowling. Have a great night, folks. A safe night, folks. Enjoy it. We'll see you tomorrow at 9:00 for the morning market kickoff. Have a great one, folks. Go get them, folks.