Market Beat

In episode 19 of Market Beat by Argus Research, host Caroline Wygal breaks down the first Fed minutes under new Chair Kevin Warsh, revealing a sharply divided committee on the path forward for interest rates. Nine members see at least one rate hike by year end, eight forecast no change, and only one advocates for a cut, with odds of a hike at the July 29th meeting sitting at 28%. In Active Stocks,...

In episode 18 of Market Beat by Argus Research, host Caroline Wygal previews what could be a record quarter for large bank earnings as reporting season kicks off July 14th. Alibaba surges 10% on strong cloud growth, while energy stocks and crude oil push higher as hostilities in Iran resume, sending the 10-year Treasury yield up 6 basis points to 4.59% and oil to $75 a barrel. The Market Buzz reca...

In episode 17 of Market Beat by Argus Research, host Caroline Wygal covers a turbulent day for chip stocks and the story behind SpaceX's blockbuster IPO. A wave of AI and semiconductor names sell off sharply, with Western Digital, Sandisk, Micron, Intel, AMD, and Marvell all down between 7% and 12% after Samsung's earnings disappointed high expectations. SpaceX joins the Nasdaq 100 on its...

In episode 16 of Market Beat by Argus Research, host Caroline Wygal looks ahead to the second half of 2026 with Argus's six investment themes for the rest of the year. Storage stocks lead the morning with Western Digital up 9%, and SpaceX rises 2% ahead of joining the Nasdaq 100. The Wall Street Buzz previews the upcoming earnings season, with big banks including JPMorgan, Citigroup, and Bank...

In episode 15 of Market Beat by Argus Research, host Caroline Wygal breaks down a surprising June Jobs Report. Nonfarm payrolls came in at just 57,000, well below the 115,000 consensus estimate and down sharply from an adjusted 129,000 in May, though the unemployment rate ticked down to 4.2%. Long-term unemployment is creeping higher, and leisure and hospitality shed 61,000 jobs on weaker seasonal...

In episode 14 of Market Beat by Argus Research, host Caroline Wygal recaps a dramatic first half of 2026. The S&P 500 posted a 9.6% return despite a 7.3% year-to-date drawdown in March amid the Iran conflict, followed by an 18% snapback. Oil swung from $57 to $109 and back to $69. In Active Stocks, Nike rises 4% on strong earnings, chip stocks including Micron, Intel, and AMD pull back after a...

In episode 13 of Market Beat by Argus Research, host Caroline Wygal closes out June with a look at markets heading into midyear. AeroVironment (AVAV) soars 23% on strong earnings, chipmakers Applied Materials and Lam Research extend gains, and Nike reports after the bell. Chief Economist Chris Graja previews tomorrow's ISM Manufacturing index, while May JOLTs data shows job openings holding st...

In episode 12 of Market Beat by Argus Research, host Caroline Wygal covers the markets for June 29, 2026, as last week's tech rout reverses course. The Nasdaq surges 2% to claw back some of its prior week's 5% loss, with Mag7 names including Alphabet, Amazon, Tesla, and Meta all posting strong gains. Comcast jumps 6% on news of a planned split into two publicly traded companies. The Market...

In episode 11 of Market Beat by Argus Research, host Caroline Wygal covers the latest market developments for June 25, 2026. Today's headline is Inflation Rising, as fresh PCE data confirms prices continue to climb, with headline PCE reaching 4.1% annually through May and core PCE ticking up to 3.4%. On the growth front, Q1 GDP was revised upward to a 2.1% annualized rate in the Commerce Depar...

In episode 10 of Market Beat by Argus Research, host Caroline Wygal and the Argus team examine whether the market's recent rally is running out of steam. Caroline covers active stocks including FedEx, Alphabet's upcoming addition to the Dow, and a rough debut for Cerebras Systems as a public company. The Market Buzz digs into a disappointing new home sales report and what a new housing bil...

In episode 9 of Market Beat by Argus Research, host Caroline Wygal and the Argus team pay tribute to former Federal Reserve Chairman Alan Greenspan, who passed away at age 100. Caroline breaks down what to expect from Thursday's PCE inflation report, with Argus forecasting a slight uptick to 4.0% on the headline number driven by Iran war energy fallout. Active stocks include a Merger Monday bi...

In episode 8 of Market Beat by Argus Research, host Caroline Wygal and the Argus team cover the Fed's first meeting under new Chairman Kevin Warsh, who held rates steady at 3.5%-3.75% and launched five new task forces signaling a potential shift in how the Fed communicates and operates. Caroline also breaks down active stocks including Intel, Micron, and Accenture, and what rising oil prices a...

In episode of Market Beat by Argus Research, host Caroline Wygal and the Argus team break down the market action for June 10, 2026. Animal spirits are back on Wall Street, with the S&P 500 up 27% from its late-March lows following the SpaceX IPO and progress on the Iran conflict. Caroline covers active stocks including Intel, Applied Materials, and CarMax, then dives into a stronger-than-expec...

In episode of Market Beat by Argus Research, host Caroline Wygal covers the top market stories for Tuesday, June 10, 2026. The episode opens with Morning Market Movers, highlighting strength in data storage names like Western Digital and Seagate, gains in airlines including American and Southwest, a workforce cut announcement from Robinhood, and SpaceX surpassing Amazon in market cap. From there,...

In this episode of Market Beat by Argus Research, host Caroline Wygal highlights new additions to the Argus Focus List, including Applied Materials, Lyft, Maplebear (Instacart), and Nvidia, all rated Buy and tied to themes like AI, mobility, and consumer technology. On the market front, SpaceX continues its strong IPO momentum, Roku falls on the Fox acquisition news, and airlines rally on optimism...

In episode 4 of Market Beat by Argus Research, host Caroline Wygal covers a double dose of inflation data: after yesterday's hot CPI print, this morning's Producer Price Index came in at a 6.5% annual rate, up sharply from 5.7% in April, adding more pressure on the Fed. Oracle disappoints after the bell, while Intel surges on an analyst upgrade and corporate travel company Navan rises on s...

In episode 3 of Market Beat by Argus Research, host Caroline Wygal leads with the big inflation news: May's headline CPI came in at 4.2%, up from 3.8%, moving further from the Fed's 2% target. On the movers side, Cracker Barrel surges on strong earnings, lifting restaurant peers including CAVA, Cheesecake Factory, and Chipotle, while Chewy slides despite a modest earnings beat. Oracle repo...

In episode 2 of Market Beat by Argus Research, host Caroline Wygal covers the week's biggest story: the anticipated SpaceX IPO, expected to be the largest in history, with a projected valuation around $1.75 trillion and an unusually large retail investor allocation. Caroline breaks down whether SPCX is likely to be a good value on day one (probably not) versus a longer-term investment, drawing com...

Welcome to the very first episode of Market Beat by Argus Research. Host Caroline Wygal kicks things off with today's headline: Chips Rebound. Marvell is set to join the S&P 500 with shares up 13%, and fellow chip stocks including Nvidia, Intel, and AMD are bouncing back after Friday's selloff. Caroline also covers what's on Wall Street's radar this week, from fresh inflation data to big-name...

This is the podcast version of our final episode of our 2026 Artificial Intelligence webinar series, titled Artificial Intelligence & the Consumer Sector. The webinar was hosted by Argus Director of Research Jim Kelleher, CFA. Jim was joined by two of Argus Research’s consumer analysts, Chris Graja, CFA, and Taylor Conrad. During the webinar, Chris and Taylor discussed the impact of AI and AI...

This is the podcast version of our fourth episode of our 2026 Artificial Intelligence webinar series, titled Artificial Intelligence & the Industrial Sector. The webinar was hosted by Argus Director of Research Jim Kelleher, CFA. Jim was joined by Argus’ two Industrial senior analysts, John Eade and Kris Ruggeri. During the webinar, John and Kris discussed the impact of AI and AI trends within...

This podcast version of our third episode of our 2026 Artificial Intelligence webinar series and is titled Artificial Intelligence & the Financial Sector. The webinar is hosted by Argus Director of Research Jim Kelleher, CFA. Jim was joined by Argus Research’s two Financial sector senior analysts, Stephen Biggar and Kevin Heal. During the webinar, Steve and Kevin discussed the impact of AI and...

This podcast version of our second episode of our 2026 Artificial Intelligence webinar series and is titled Artificial Intelligence & the Healthcare Sector. Argus President John Eade was joined by Argus Research’s two Healthcare analysts, David Toung and Jasper Hellweg. During the episode, David and Jasper discussed the impact of AI and AI trends among Pharma & Biotech companies, Life Scie...

This podcast version of our first episode of our 2026 Artificial Intelligence webinar series and is titled Artificial Intelligence & the Information Technology Sector. Argus Research’s President John Eade was joined by senior IT analysts Jim Kelleher, CFA, and Joe Bonner, CFA, for a discussion on Artificial Intelligence and the Information Technology sector. Jim and Joe broke down key AI trend...