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Joe Kernen believes that Amazon, Alphabet, and NVIDIA are poised to reach new all-time highs due to the strong momentum in the market, led by technology and semiconductors, and he advises continuing to ride the momentum while managing risk.
Apple built an ecosystem and services business that locks users into recurring payments for photos, music, and cloud access, making the iPhone indispensable and supporting Apple's durability even as Tim Cook hands over to John Ternus.
Chevron and Exxon are making reasonable profit margins (Exxon ~8.8%) and have been operating refineries at 96-98% capacity to keep fuel prices from spiking higher during the Middle East war. Capitalism rewards shareholders who risk capital, and these companies return cash through buybacks and dividends. Political attacks on their profits ignore how vital they are to energy stability, and any pushback that causes them to slow production would harm consumers.
Chevron and Exxon are making reasonable profit margins (Exxon ~8.8%) and have been operating refineries at 96-98% capacity to keep fuel prices from spiking higher during the Middle East war. Capitalism rewards shareholders who risk capital, and these companies return cash through buybacks and dividends. Political attacks on their profits ignore how vital they are to energy stability, and any pushback that causes them to slow production would harm consumers.
Joe Kernen believes that Amazon, Alphabet, and NVIDIA are poised to reach new all-time highs due to the strong momentum in the market, led by technology and semiconductors, and he advises continuing to ride the momentum while managing risk.
Joe Kernen believes that Amazon, Alphabet, and NVIDIA are poised to reach new all-time highs due to the strong momentum in the market, led by technology and semiconductors, and he advises continuing to ride the momentum while managing risk.
Intel's blowout quarter, with revenue and earnings significantly above expectations and strong data center growth, suggests that the company is benefiting from surging AI-driven demand for chips, including chips previously written off. The stock is already up over 80% year-to-date and indicated up 28% on the earnings, and Joe Kernen predicts Intel will continue to rise above 400 billion market cap.
Joe Kernen has 7 trade ideas tracked on Buzzberg across 7 tickers since February 2026. Ranked #596 on the Buzzberg Alpha leaderboard. Most covered: NVDA, AAPL, GOOGL.
#596Ranked Speaker
#596 of 1796 voices on Buzzberg