Navigating the current market and economy is no easy task, especially in the midst of market volatility. The experts Wall Street Beats are here to cut through all the noise and guide you with sound, unbiased advice. Start learning how to invest like a pro on #Passes!

Hang out with Capital Misallocation and Nadine Terman this morning pre-market open at 6am PT / 9am ET.

Welcome to our live pre-market update for Longbow! x.com/i/broadcasts/1…

Manniversary to Banniversary. It was roughly just a year ago when $NVDA CEO Jensen was signing bras like a rock star. What a year makes. Now he’s visiting Beijing days after the US barred NVDA from selling H20 AI chips to China, per the Financial Times. He sat down with Vice-Premier He

Chip Chat. Taiwan Semi $TSM crushed it on a solid 1Q25, demonstrating an acceleration in AI chips. But it’s a bit of a head scratcher, though, right?  Reuters has the story. You’ve got $MSFT cutting back spend…is demand slowing, or are there share shifts? We need to focus on

What Could Go Wrong? Let the chart do the talking.

What Could Go Wrong, Part 2? Hermes missed on Q1 sales and said the co will fully shift the burden of tariffs in the US to consumers, per Reuters. Ford $F is also preparing to raise car prices from the summer if there’s no tariff relief, per Reuters + Bloomberg.  This is Econ

Numbers are Coming Down. The aggregate earnings estimate for S&P $SPX co’s has fallen -1.0%, steeper than the -0.2% rev decline. Only two sectors’ Q2 earnings estimates rose: Materials and Utilities, by 1.1% and 0.3%, while forecasts were dinged the most for Energy (-3.3%) and

THREAD: If you don't feel the way these people do, just know that A) you can, B) you deserve to, and C) we're here to help. ❤️ 1/16

Real Talk here - enjoy the long weekend we all need it.