Cabot Street Check
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3 Stock Spinoffs to Buy as the Mag. 7 Implode | Cabot Street Check
3 Stock Spinoffs to Buy as the Mag. 7 Implode | Cabot Street Check
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A free-flowing conversation podcast about stocks and investing, brought to you by Cabot Wealth Network.
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- 3 Stock Spinoffs to Buy as the Mag. 7 Implode | Cabot Street Check · 46 min · Avsnitt 179This week on Street Check, Chris and Brad discuss the case for taking profit in Apple (AAPL), tech stocks like Intel (INTC) and Alphabet (GOOG) selling off on earnings, and…
- a Divided Market | Cabot Street Check · 58 min · Avsnitt 178This week on Street Check, Chris and Brad discuss movie theater stocks, major rotation in the market in October, and how stocks historically move around the midterms. Then they…
- Can the Market Rally Without AI Leading the Way? | Cabot Street Check · 39 min · Avsnitt 177This 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…
- SPCX vs. the Nasdaq, Bitcoin vs. Gold, and Stocks vs. Interest Rates | Cabot Street Check · 1 h 2 min · Avsnitt 176This 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…
- Are Stocks Back? Is Anthropic's IPO DOA? Plus, Anti-Hype Investing w/ Ed Coburn | Cabot Street Check · 48 min · Avsnitt 175This 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…
- Why the Market is Near Record Highs But No One's Making Money | Cabot Street Check · 42 min · Avsnitt 174This 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…
- AI May Kill Us All. But Biotech Is the Bigger Threat to Stocks | Cabot Street Check · 47 min · Avsnitt 173This 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…
- 3 Under-the-Radar Stocks to Buy Now | Cabot Street Check · 50 min · Avsnitt 172This week on Street Check, Chris and Brad discuss the market’s initial pullback to kick off the historically weak month of September and whether what’s happening under the hood…
- 10 Stocks and Sectors for an Uncertain Market | Cabot Street Check · 55 min · Avsnitt 171This week on Street Check, Chris and Brad go around the horn with four guest analysts. Jacob Mintz shares his take on the options market as a whole, sideways trade in growth…
- Nvidia is Still the AI King. But Insiders are Buying Other Stocks | Cabot Street Check · 46 min · Avsnitt 170This week on Street Check, Chris and Brad discuss Salesforce’s (CRM) blueprint for tech companies, Nvidia’s (NVDA) impressive earnings, Kevin Warsh’s statements at Jackson Hole…
- Apple vs. Amazon, Nike vs. Lululemon, Bessent vs. Bond Yields | Cabot Street Check · 43 min · Avsnitt 169This week on Street Check, Chris makes the case for stocks topping out until Q4, and then he and Brad discuss Treasury intervention and whether bond yields are a problem for the…
- Will Anthropic Make the Same Mistake as SpaceX? | Cabot Street Check · 44 min · Avsnitt 168This week on Street Check, Chris and Brad discuss whether SpaceX paved the way for Anthropic to target a $2 trillion valuation in its potential IPO, how an AI earnings boom is…
- Is SpaceX (SPCX) Finally a Go for Launch? | Cabot Street Check · 47 min · Avsnitt 167This week on Street Check, Brad breaks down this week’s market rally on growing optimism around the AI trade, expectations that a weaker labor market will prevent the Fed from…
- Did Microsoft's Earnings Just Save the AI Trade? | Cabot Street Check · 44 min · Avsnitt 166This week on Street Check, Chris and Brad discuss whether Microsoft’s (MSFT) earnings saved the AI trade; the Fed’s decision to hold rates steady and rely on rising Treasury…
- What to Do with These 3 Mega-Cap Tech Stocks | Cabot Street Check · 45 min · Avsnitt 165This week on Street Check, Chris and Brad discuss possible short-term appeal in Bitcoin, weakness in growth stocks, and ongoing choppiness in the market and where they expect it…
- The AI Trade Is On Pause, But Far From Over | Cabot Street Check · 40 min · Avsnitt 164This week on Street Check, with Brad on vacation Chris is joined by fellow Cabot analysts Clif Droke and Jacob Mintz to discuss all things market. Clif reveals two…
- 4 Pivotal Earnings Reports that Could Swing the Market | Cabot Street Check · 58 min · Avsnitt 163This week on Street Check, Chris and Brad discuss the rotation in the market over the last few weeks, the resumption of hostilities in Iran, and whether it will matter for…
- Stock Over/Unders: Where MU, SPCX, Others Will Finish 2026 | Cabot Street Check · 1 h 3 min · Avsnitt 162This week on Street Check, Chris and Brad discuss the possible demise of Strategy (MSTR), the recent market pullback, continuing high inflation, and Micron’s (MU) earnings. Then…
- SpaceX is Overvalued. OpenAI Might Be Even Worse | Cabot Street Check · 38 min · Avsnitt 161This week on Street Check, Chris and Brad discuss SpaceX (SPCX), the market’s reaction to the possible end of the Iran war, and new highs on the Dow and S&P Equal Weight while…
- AI Stocks Retreat, SpaceX Debuts, and Tracking Insider Buying| Cabot Street Check · 45 min · Avsnitt 160This week on Street Check, Chris and Brad discuss the recent bout of market volatility, underperformance by the Magnificent 7 stocks and the rise of the MANGOS, and the SpaceX…
