Manhattan, NY
- Tweets 270
- Following 51
- Followers 741
- Likes 184
Stuart Kaiser retweeted
Is the rally about to pop like the dot-com bubble?
Citi’s @stuartlkaiser weighs in as the S&P 500 nears record highs — even as market breadth weakens. $SPY
cnbc.com/video/2026/09/22/ci…
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The biggest takeaway from 2Q earnings was increased confidence on ROIC from AI Capex. We chatted about it with @FoxBusiness and @MorningsMaria
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Quick review of the positive messages in hyperscaler earnings last week with @daniburgz and @mckonomy on @BloombergTV
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Hopefully Mag7 earnings last week addresses the challenges we discussed on @BloombergTV with @FerroTV @lisaabramowicz1 and @annmarie on 28-July.
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Stuart Kaiser retweeted
Final Trades!
Here's what @StocktonKatie @RiskReversal @GuyAdami @stuartlkaiser are trading.
$KBE $BMY $SMH $LMT
cnb.cx/3TkaOxh
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Stuart Kaiser retweeted
Citi strategist: This isn't an irrational thing for investors to ask | video.foxbusiness.com/v/6401… @MorningsMaria @FoxBusiness
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Stuart Kaiser retweeted
Market expert: We need this to ‘keep this earnings train moving’ | video.foxbusiness.com/v/6401… @MorningsMaria @FoxBusiness
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Always nice chatting markets with @MariaBartiromo on @FoxBusiness
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Quick thoughts on AI, the Fed and jobs data ahead of the July 4 weekend on @CNBCFastMoney with @MelissaLeeCNBC @karenfinerman @timseymour
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Stuart Kaiser retweeted
June jobs report out tomorrow! Investors bracing for the data after Fed chairman Kevin Warsh declined to hint at any July rate decision.
Could the jobs numbers change the odds?
@timseymour @karenfinerman @stuartlkaiser and @bonawyn discuss
cnbc.com/video/2026/07/01/fa…
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Stuart Kaiser retweeted
Click ⬇️ to watch the replay of my “Word on Wall Street” interview on @FoxBusiness with @MariaBartiromo on @MorningsMaria today alongside @stuartlkaiser. Are there more potential tailwinds or headwinds for the markets ahead?
video.foxbusiness.com/v/6398…
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Stuart Kaiser retweeted
Market expert points to earning growth as best case for investing in markets | video.foxbusiness.com/v/6398… @MorningsMaria @FoxBusiness
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Lucky to catch up with @lisaabramowicz1 and @FerroTV on @BloombergTV to talk markets post-IPO
bloomberg.com/news/videos/20…
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The most basic logic behind the AI bottlenecks trade with @daniburgz and @mattmiller1973 on Bloomberg's Open Interest. 1-June. #ai #bottlenecks #equities #qqq
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Stuart Kaiser retweeted
Final Trade time! @timseymour, @stuartlkaiser, Dan Nathan and @GuyAdami go around the horn. $JNJ $SMH $APA cnbc.com/video/2026/05/19/fi…
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Stuart Kaiser retweeted
A blowout first trading day for chipmaker Cerebras $CBRS! @GuyAdami, @timseymour, @stuartlkaiser and @CarterBWorth talk the mega IPO and what it's signaling about the direction of the AI trade.
cnbc.com/video/2026/05/14/fa…
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