@10:46

Guy and Dan discuss the myriad of tech reports, Susquehanna’s upgrade of American Airlines, trouble in the transports, and strong earnings growth. They are joined by Sara Potter, Senior Content Specialist and Economic Contributor at FactSet. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- We’re on social: Follow Dan Nathan @RiskReversal on...

Guy & Dan discuss the latest market moves, Goldman’s upgrade of Qualcomm and Haliburton, Microsoft’s epic rally, and rising profit margins. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook...

Guy and Dan discuss Larry Fink’s inflation warning, Apple’s big run, Citi’s upgrade of AMD, where crude could go next, and one for the road on revenue growth. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Guy and Dan discuss headwinds for the broader markets, analysts piling into American Express ahead of earnings, Virgin Galactic’s meteoric rise, the F’MAGA trade and Q2 earnings growth. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Guy and Dan discuss Morgan Stanley’s call that high-grade corporate bonds are “priced for perfection,” Goldman’s bullish thesis on ConocoPhillips, BMO’s Micron upgrade, Roku’s massive run, and one for the road on bottoms-up earnings estimates. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan...

Dan and Guy discuss legendary investor Jeremy Grantham’s comments on market euphoria, DA Davidson’s bullish calls on PayPal and Square, Wells Fargo’s play on Netflix, and one for the road on earnings guidance. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on...

Dan and Guy discuss the markets after the Fed meeting, Morgan Stanley ups its price target on Nike, Evercore ISI calls Microsoft the “Netflix of gaming,” and one for the road on inflation. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

We discuss Byron Wien’s bullish call for stocks, why Wall Street loves Amazon, Barclay’s bullish call on Chevron, and the S&P sectors that analysts are most bullish on. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

What the May jobs report means for the Fed, Bank of America's upgrade on Williams-Sonoma, JPMorgan upping its price target on FedEx, and great earnings expectations. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Carter Worth calls for a rate breakdown, Goldman Sachs and JPMorgan initiate coverage on Coinbase, Bank of America ups its price target on Nvidia, and one for the road on a Ford breakout. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Dan and Guy launched a new show called @10:46 that our Macro Setup listeners might enjoy. They break down 3 research calls (1 macro, 2 stock) in 14 minutes. Sign up here to be notified of all our shows: https://riskreversal.com/subscribe/ Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Stanley Druckenmiller believes the Fed has overstayed their welcome, Morgan Stanley upgrades US Steel and Citi downgrades Facebook and Alphabet. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Tom Lee has a major call on the oil sector (buy!) with ConocoPhillips upgraded by Bank of America, Bernstein upgrades Boeing, and Bank of America downgrades Peloton. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Mike Wilson of Morgan Stanley has a macro call about the end of the pandemic and what it means for stocks, Goldman Sachs finally removes their sell rating on Apple and Verizon is downgraded by MoffettNathanson. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on...

David Rosenberg’s “On Perseverance” will resonate with market bears, Citrix upgraded by Jefferies and Autonation is upgraded by Benchmark. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Savita Subramanian says investors should “curb their enthusiasm”, Raymond James upgrades Nvidia and downgrades Intel, and Jefferies upgrades Bookings. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter

Bloomberg Intelligence sends the all clear signal, FedEx is added to JPMorgan’s focus list and Snap gets upgraded by Atlantic Equities. ---- Watch the show each week live @10:46 AM Eastern time on Thursdays on OpenExchange.TV. Sign up for our emails ---- @10:46 is brought to you by our presenting sponsors FactSet and OpenExchange. ---- Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter