US consumer sentiment falls to 67.4 in April, below expectations of 76.2.

Just spoke w/ Supermicro CFO David Weigand inside BofA’s global technology conference. He told me the company is seeing “huge demand” and its new liquid cooling solutions give the company an “edge.” $SMCI Yahoo Finance finance.yahoo.com/news/stock-mar…

Lam Research CFO Doug Bettinger told me at BofA's global tech conference he sees "continued strength for the foreseeable future.” Expects high bandwidth memory business to triple this year, and “even stronger” demand in 2025. $LRCX finance.yahoo.com/news/stock-mar…

"They have positioned themselves incredibly well," TECHnalysis Research president Bob O'Donnell says on $NVDA. "Not only do they have the chips, they have that software."

“We have an unusually large budget deficit for an economy that’s in as good shape as it is right now, and that’s definitely playing a big role in our economic strength right now,” Harvard Kennedy School professor Jason Furman says.

$NVDA

CrowdStrike is actively working with customers impacted by a defect found in a single content update for Windows hosts. Mac and Linux hosts are not impacted. This is not a security incident or cyberattack. The issue has been identified, isolated and a fix has been deployed. We

Defused founder Simo tells me an event like this is "unavoidable" but doesn't think we'll see something like this "in the next 10 years" $CRWD

.Edward Mills warns market momentum could "stall" is President Biden drops out of 2024 race

“There are not going to be a lot of… traditional business friendly Republicans in a second Trump administration… People need to factor in a much more ‘Trumpy’ second term than they remember from the first term.”

US equity valuations can rise further, according to Capital Economics Group chief economist Neil Shearing. He explains:

“Looking at estimate revisions, what you see is that small cap earnings revisions for next year, and for the year after, keep going down, whereas earnings revisions for the S&P 500 keep increasing. So you have to look not where the puck is today, but where the puck is going to

Full interview of Claudia Sahm discussing her recession indicator triggering with Seana Smith and Mady Mills 👇 x.com/YahooFinance/s…

Always love having you Joseph Brusuelas !

Ed Yardeni of Yardeni Research blames "large extent" of today's selling to Japan: "With the central bank tightening while other central banks are easing, the yen suddenly had a big move to the upside and that strength really led to a lot of margin calls of these speculative positions.

$NVDA selling off again today but analysts tell me big tech's pledge to invest more in AI should be viewed as a “catalyst” for the stock.

Apollo's Torsten Sløk tells me "we are not seeing the economy spiraling into a recession" and says next week's CPI and retail sales prints will be key for the Fed ahead of its September meeting.

“What you saw Friday is people got a little bit shocked or scared by the weak labor market report and that's going to be an ongoing process… When people get a little bit confused or a little bit uncertain, they tend to pull back on risk appetite. And I think that's what

Barclay’s Venu Krishna tells me he doesn’t see market performance broadening until next year. “Our view is that this broadening is going to happen. It's going to be a much slower pace than what people are expecting, and it will play out more in 25 rather than this year… We