“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24

Wall Street’s #1 semiconductor analyst is with us as Broadcom soars to a new all-time high, pushing its market cap past $1 trillion for the first time. Plus, the market is facing a breadth problem, and the Mag 7 are emblematic of a worrying sign of weakness in the market, according to our market guest. And Rep. Gottheimer from NJ joins us with his take on the mysterious drone sightings in the state, and the government’s efforts to ban TikTok.

ServiceTitan opens for trading above its IPO price after pricing well above its range. Is it a bullish sign for the IPO market? Plus, President-elect Trump spoke to Jim Cramer after ringing the opening bell at the NYSE, sharing a preview of his agenda on crypto, taxes, and more. And Archer Aviation shares have more than doubled since the election as eVTOL names get a bump ahead of inauguration day. We’ll speak with the CEO about what’s driving optimism.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. 

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Did today’s strong jobs report put the Fed’s December pause on pause? It depends on who you ask. We’ll round up the latest Fedspeak and look at how to position into year-end. Plus, one economist says AI is exacerbating the “hiring doom loop.” He’ll join us to explain and give us the latest remote-work trends. And it’s OpenAI’s second day of “Shipmas”, we have their latest offering and a look at Trump’s pick for the White House AI and Crypto Czar.

Bitcoin just topped $100K for the first time ever. President-elect Trump says “You’re welcome.” Early investor Mike Novogratz says we’re witnessing a paradigm shift. And our market guest says he’s taking his money off the table. We discuss the different takes on Bitcoin’s big comeback.  

We’re counting down to Fed Chair Powell’s interview at the DealBook Summit. But first, we’ve got both sides of the rate-cut conundrum with where the economy could go depending on the Fed’s meeting in 2 weeks. And the housing market is showing some signs of movement. We’ll look at the latest data points and why housing could become a key issue for President-elect Trump and the GOP.

If the Fed skips a December cut, our market guest says there’s one trade to position for that. Plus, Salesforce earnings are on deck, and our analyst is bringing his 2025 playbook to the table. And Deutsche Bank is initiating coverage on Instacart, but warning investors not to put the ”CART” before the horse.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.