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AI spending faces reality check as tech earnings roll in
Chris Ciaccia talks market sell-off, mixed earnings reports, and AI spending (1:15) Tesla capex and political concerns, SpaceX timelines (2:50) Lam Research bottl...

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SpaceX, Tesla & the next phase of the AI trade
Rena and Chris Ciaccia (Senior Tech Editor on Seeking Alpha's News Team) discuss recent market movements driven by SpaceX earnings and Tesla merger rumors,...

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S&P hits all-time highs, AI trade does all the work
From June we saw money rotate out of tech into reflationary sectors, also software, explains Amrita Roy and Uttam Dey. N...

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SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story
Why Micron Technology deserves its strong buy status (1:50) Steve Cress shares his origin story for the 1st time (11:00) SpaceX’s $8B deal sparked selloff in major telecom stocks - but is it warranted? (25:30)

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Tax gain harvesting: tax alpha with Raul Shah
Raul Shah details the 2nd most powerful tax strategy behind Roth conversions, tax gain harvesting.

Show Notes:
Tax Loss Harvesting: Tax Alpha With Raul Shah

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