AI Story & Homebuilders power market Broadening Rally 2026 year of grand slams "Jobless Prosperity?" @pulte @DiMartinoBooth @AngeloZino @HedgeFundTips "Making Money With Charles Payne" Please tune in

Will #Nvidia keep dominating the #AI chip race — or will #China and rivals like #Huawei throw a wrench in the bull run? @cfraresearch Sr Equity Analyst @AngeloZino joined @AInvestOfficial to break down what’s at stake this earnings season and beyond.

.@AngeloZino on the future of $NVDA: "Left for dead” a few weeks ago — and it now with a “significantly improved” outlook. “The most valuable IP we have in this country is Nvidia’s GPU."

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"Blackwell will launch, it will ramp, we think it's going to be an enormous cycle....so if you're selling your shares here after hours, we would be careful for that, because this is going to be a free cash flow monster," @cfraresearch's Angelo Zino @Nvidia $NVDA @JonFortt

"There's clearly going to be risk looking ahead for this name," CFRA Research analyst @AngeloZino says on $NVDA, whose stock continues to fall despite beating Q2 earnings expectations. His case:

"Overall, it came kind of in line with expectations," CFRA Research analyst @AngeloZino says on $AVGO earnings. "As far as kind of the guidance,... it was pretty much matching what they said three months ago."

𝗜𝗻𝘀𝗶𝗱𝗲 𝗢𝘂𝘁: Previewing big tech earnings 🖥️ 🔔 $AMD after the close 🔔 $MSFT after the close 👥 @cfraresearch's Angelo Zino shares his expectations for today's AMD & Microsoft reports, and @TomWhite_S sets up a trade idea in each name:

"The real problem at Intel right now continues to be on the data center and AI side of things," CFRA Research analyst @AngeloZino says. "The fact of the matter is they don't have the right solutions out there to compete with the Nvidia's [and] AMD's of the world."

"As you look at India today, it’s very similar to China 15 or 20 years ago," @AngeloZino of @cfraresearch told CNBC. @kifleswing

Apple's India sales hit $6 billion in the year through March, according to Bloomberg. CFRA Research Senior Equity Analyst Angelo Zino on the opportunities $AAPL has in India for sales and production:

“As far as the long-term is concerned, I don’t think there are many investors out there that are too concerned about” $AAPL, @cfraresearch’s Angelo Zino says, adding: “We’re a little bit more conservative than the rest of The Street.”

US Chipmakers Will Reap Rewards From Chips Act The amount of chips used in devices and automobiles will increase exponentially over the next several years, says @AngeloZino of CFRA and Bruce Lu of Goldman via @TheStreet. https://t.co/paeGle0IWV

LIVE: Can $BTC hang on to $20,000? Plus, @CFTC Commissioner discusses the future of crypto regulation and more. @cftcmersinger, @wave_financial's Nauman Sheikh and @cfraresearch's @AngeloZino join "First Mover" on https://t.co/yHMYaDyzNy:

Jeremy Siegel of the Wharton School ripping apart Powell and the Fed… “They Know Nothing” 2.0

.@HedgeFundTips, @AngeloZino, @ArthurHoganIII, @SteveSosnick and @EconomistChan discuss why tech IPOs are not returning to the market anytime soon via @TheStreet. https://t.co/MklpgaFa9t

.@AngeloZino discusses what to expect from Apple’s launch event today. The company is expecting to debut new iPhones, watches and an IOS update. @dagenmcdowell @MariaBartiromo @FoxBusiness

“If you’re a long-term investor, I don’t think you should be too concerned,” @cfraresearch’s Angelo Zino says on $NVDA falling after the U.S. restricted chip exports to China. “The fear here is definitely the fact that the U.S. government could… get more aggressive.”

LIVE: Three Arrows founder says work with liquidators was met with "baiting," Celsius pays off more loans and more. @TorosoAM's @michael_venuto, @donotpay CEO @jbrowder1 and @cfraresearch's @AngeloZino join "First Mover" on https://t.co/yHMYaDyzNy:

“At the end of the day, we do think Twitter does have the upper hand here,” @cfraresearch Senior Industry Analyst @AngeloZino says on the Elon Musk-Twitter deal. But for $TWTR stock, “things could absolutely get uglier here before they get better.” Full interview: