Beats Roundtable

From LIVE Wall Street Beats July 30, 2026 show @10am ET
After one of the sharpest selloffs in AI and semiconductor stocks, the market suddenly snapped back—but is the worst really over?
Robert Marcin explains why he believes Silicon Motion’s earnings changed the story, making the bold case that the stock could eventually be worth more than $1,000 if its explosive growth continues. He also breaks down why he was disappointed by Crocs despite solid results, why Enterprise Products remains a hold rather than a buy, and what separates real long-term winners from market hype.
Meanwhile, Ben Brey examines whether the AI trade has finally found a bottom after a major hedge fund unwind, what Microsoft’s blockbuster earnings signal for the sector, why the latest Fed meeting may have removed the biggest risk hanging over markets, and why gold could be setting up for its next big move.
Is this the start of the next AI rally—or just another bear market bounce? The team breaks down what’s really driving markets and where they’re finding opportunity now.
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Disclaimer
This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

From LIVE Wall Street Beats July 28, 2026 show @10am ET
This episode dives into one of the most uncertain weeks of the year as investors brace for a pivotal Fed meeting that could reshape markets. Charlie Peabody explains why regional banks—not the megabanks—could be the biggest surprise winners or losers depending on what happens with interest rates, deposit costs, and capital markets. Jeff Macke makes the case that the consumer is proving far stronger than expected, pointing to surprising strength in retailers, travel, and discretionary spending despite higher rates and global uncertainty.
The team also tackles whether financial stocks are the market’s next weak link, why homebuilders and housing-related companies are quietly outperforming, and whether investors should be rotating out of technology and into more defensive sectors like utilities, healthcare, and regional banks.
Is Wall Street about to get blindsided by the Fed? Are financials the next domino to fall? Or is the market quietly setting up for another rally? The answers may surprise you.
Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts.
Disclaimer
This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

From LIVE Wall Street Beats July 23, 2026 show @10am ET
Steve Lamar is joined by retail analyst Jeff Macke and banking/financials analyst Charlie Peabody to unpack a rough morning for markets after Google and Tesla both slide on disappointing prints. The trio dig into why bank capital-markets revenue is riding on the same "one big trade" as AI, data centers, and chips — and what happens if it unwinds. Charlie flags a margin-debt red flag last seen before the dot-com crash and the 2008 crisis, and previews Flagstar's (FLG) earnings along with a soft new-home-sales and homebuilder sentiment picture. Jeff makes the case for a resilient, wealth-effect-driven consumer, using IMAX's blowout quarter as exhibit A, and previews Deckers' report. The show wraps with a look ahead to next week's FOMC meeting under new Fed leadership, dissent on the committee, and why a September rate hike may be in the cards.
Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts.
Disclaimer
This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

From LIVE Wall Street Beats July 21, 2026 show @10am ET
Markets are sending mixed signals—and this week the Wall Street Beats team breaks down where they see the biggest opportunities and the biggest risks.
David Maris explains why he’s increasingly bearish on Bausch Health, arguing that its looming patent cliff and heavy debt load could spell serious trouble despite Wall Street’s focus on near-term earnings. Robert Marcin shares why he added to semiconductor equipment company INTT, exited Similarweb, and believes Ceragon could finally be on the verge of a long-awaited breakout. Kevin “Bakes” Baker highlights surprising strength in community banks, agriculture, and biotech after reviewing more than 5,500 market charts, uncovering sectors quietly gaining momentum while much of Wall Street remains focused elsewhere.
Whether you’re looking for new investment ideas, contrarian opportunities, or a deeper look at the market’s biggest stories, this episode is packed with actionable insights from experienced investors.
Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts.
Disclaimer
This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

From LIVE Wall Street Beats July 20, 2026 show @10am ET
Oil just surged above $90. Banks delivered blockbuster earnings. But are investors getting too optimistic?
On this episode of Wall Street Beats, the team breaks down the biggest stories driving markets. Bob Morris explains why renewed tensions in the Strait of Hormuz could keep energy markets volatile and why he’s sticking with select oil and natural gas names despite recent weakness in gas prices.
Charlie Peabody recaps one of the strongest bank earnings seasons in years, but warns that investors may be looking at peak profits rather than the beginning of another leg higher. He explains why record trading revenue, booming investment banking activity, and surging capital markets could already be fully reflected in bank valuations.
The discussion also explores what strong bank earnings really say about the broader economy, whether capital markets can maintain this pace, and the key risks investors should be watching as earnings season continues.
Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts.
Disclaimer
This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.
 

From LIVE Wall Street Beats July 16, 2026 show @10am ET
Semiconductor stocks are getting crushed—and Robert Marcin says it was inevitable. Why he believes the AI chip bubble became dangerously overvalued, the two semiconductor stocks he’s still holding, Amazon’s blockbuster battery deal, and why PayPal could be at the center of a major takeover battle.
Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts.
Disclaimer
This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

From LIVE Wall Street Beats July 13, 2026 show @10am ET
The AI trade may be hitting a turning point—and this week’s bank earnings could decide what happens next.
On this episode of Wall Street Beats, Ben Brey explains why the biggest risk to AI isn’t the technology—it’s the economics. As companies pour billions into AI, the real question becomes whether anyone can generate enough return to justify the spending. If the ROI doesn’t materialize, today’s hottest AI trades could face a painful reality check.
Meanwhile, Charlie Peabody previews one of the most important bank earnings seasons in years. He expects blockbuster results—but warns investors may be looking at peak earnings, with slowing momentum, deposit pressures, and a shifting economy all threatening the outlook.
David Maris also highlights a biotech name that’s quietly outperforming the market. He explains why Incyte has climbed despite a looming patent cliff, what Wall Street may be missing, and why its pipeline could make it one of healthcare’s most intriguing stories.
If AI expectations are too high, banks are peaking, and biotech is quietly gaining momentum, where should investors be looking next?
Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts.
Disclaimer
This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

From LIVE Wall Street Beats July 9, 2026 show @10am ET
AI isn’t the only game in town anymore. So where is smart money moving next?
On this episode of Wall Street Beats, the team explores the sectors quietly outperforming while the biggest tech names take a breather. Jeff Macke explains why he’s finding opportunities in consumer stocks that Wall Street has overlooked, while Robert Marcin shares one healthcare company he believes could compound for years and teases a fascinating defense stock tied to one of the world’s most sophisticated intelligence operations.
David Maris also revisits his bullish thesis on Teladoc, explaining why the company’s looming debt maturity may not be the disaster investors fear and why he still believes the turnaround story is intact.
From healthcare and golf to Crocs, Yeti, and retail winners, this episode is all about finding opportunities where everyone else isn’t looking—and why patience may be the best investing strategy this summer.
Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts.
Disclaimer
This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

From LIVE Wall Street Beats July 8, 2026 show @10am ET
Is the AI trade finally running out of steam? Are bank earnings about to disappoint? And is Wall Street chasing an earnings bubble instead of real growth?
On this episode of Wall Street Beats, the team breaks down the growing signs that money is rotating out of AI and semiconductors, why bank earnings may look great on the surface but disappoint on guidance, and where investors should be looking instead.
Charlie Peabody explains why he's becoming more defensive despite strong bank fundamentals, Kevin "Bakes" Baker reveals why he's selling winners, raising cash, and warning that semiconductors are showing signs of distribution, while Ben Brey argues today's market isn't just a stock bubble—it's an earnings bubble fueled by massive AI spending that may not be sustainable.
As Wall Street braces for earnings season, the team discusses why utilities, real estate, and healthcare may be emerging as the next winners while the market's biggest trade begins to lose momentum.
Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts.
Disclaimer
This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.

From LIVE Wall Street Beats July 6, 2026 show @10am ET
Is the AI trade becoming dangerously overcrowded? Is healthcare about to take the lead? And could investors be repeating one of history’s biggest market mistakes?
On this episode of Wall Street Beats, Ben Brey explains why today’s AI boom reminds him of the British Railway Mania—one of the greatest speculative bubbles ever—and why revolutionary technology doesn’t always produce winning investments.
David Maris makes the case that healthcare and biotech may be the market’s most overlooked opportunities heading into earnings season. He breaks down the latest on GLP-1 drugs, HIMS, Teladoc, and the surge in biotech acquisitions, while explaining why smart money may already be rotating beneath the surface.
As earnings season approaches, the team discusses where capital is flowing, what investors may be missing, and the biggest risks—and opportunities—that could shape the second half of the year.
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Disclaimer
This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.