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Morning Call Sheet: AI Rally Masks Growing Cracks Beneath Markets
Jay Woods discusses AI momentum, rising yields, tariffs and growing market risks.
5 days ago


Jay Woods Sees 'Imminent' Pullback, Eyes MSFT, META & CSCO
With semiconductor stocks showing a stellar rally across the sector, Jay Woods sees an "imminent" pullback ahead.
May 11


Woods: Caution on Memory Stocks & Why NVDA Still Reigns
Jay Woods joins Diane King Hall at the NYSE to figure out what winds are pushing stocks to new highs. He looks to the post-earnings rallies taking place with semiconductor and memory stocks.
May 7


Paul Meeks: Data Center Revenues are Booming for AMD
Paul Meeks says AI infrastructure demand is reviving semiconductor momentum, remains bullish on AMD growth, prefers Nvidia’s valuation, and warns Intel execution risks remain high.
May 6


Wall Street Expert Jay Woods Reveals What Pushed S&P 500 Above 7,200
NYSE TV 05 May 2026 Link to Video: Wall Street Expert Jay Woods Reveals What Pushed S&P 500 Above 7,200 Important Notices and Disclosures The materials provided here are intended solely for informational and educational use. They do not constitute investment advice, a recommendation of any security or strategy, or an offer for any financial product or service by Freedom Capital Markets (FCM) or its affiliates. The information is not from FCM’s research department and should n
May 5


Morning Call Sheet: Markets Face Inflation Risks as AI Trade Gains
Jay Woods says inflation risks and AI demand are shaping markets.
Apr 30


AI Patience Running Out Ahead of AAPL Earnings?
Paul Meeks says he has been "profoundly confused" about Apple's (AAPL) slower growth compared to the rest of the S&P 500 (SPX).
Apr 30


Buy These Stocks for the Bull Market's NEXT leg!
Jay Woods joins Phil Rosen on Full Signal to discuss why the lows are in for the S&P 500 in 2026
Apr 28


Big Tech Earnings on Deck: Freedom Capital’s Paul Meeks on What to Expect
Paul Meeks discusses this week’s Big Tech earnings, what to expect from the tech giants, and more.
Apr 28


Freedom Capital’s Jay Woods on Applied Digital: Selloff Presents a Buying Opportunity
Jay Woods joins ‘Power Lunch’ to discuss his favorite AI stock that could be gearing up for upside.
Apr 28


Paul Meeks: Tesla and IBM are at the Forefront of Key Technologies
Paul Meeks says Tesla’s future hinges on autonomy and spending, while IBM remains a steady value play with limited long term growth potential.
Apr 22


Jay Woods Talks NVDA, NOW, UNH & Navigating Iran Volatility
Jay Woods explains his thesis and why traders should avoid "timing the market" as uncertainty around the Strait of Hormuz persists.
Apr 20


Energy Sector a Good Place to be When Markets Stabilize, says Freedom Capital’s Jay Woods
Jay Woods joins ‘Power Lunch’ to discuss energy stocks, earnings and more.
Apr 17


Markets Rally to Records as Investors Favor Tech
Jay Woods says tech is leading the rally as investors rotate into perceived safe stocks amid global uncertainty.
Apr 17


Jay Woods Talks SPX Technicals, Upcoming Earnings & Sectors to Watch Amid Iran Conflict
Jay Woods remains cautious of positive price action so long as the U.S.-Iran War continues.
Apr 6


Here’s Why Freedom Capital’s Jay Woods is Optimistic About Nvidia Amid Volatility
Jay Woods, Chief Market Strategist, joins ‘The Exchange’ to discuss the Iran war, technology stocks, and more.
Apr 2


Chief Market Strategist Jay Woods on Fed’s Latest Remarks on Oil Prices
Jay Woods discusses the Feds remarks on oil prices.
Mar 31


Morning Call Sheet: AI, Geopolitics and Mixed Signals in Tech Markets
Jay Woods discusses AI, geopolitics and mixed signals in tech markets with Eric Mandl and Tom Lee.
Mar 26


Markets Face Volatility as IPO Hype, Geopolitics and Tech Collide
Jay Woods discusses volatility driven by geopolitics, IPO momentum and shifting tech trends.
Mar 26


Jay Woods Warns Market Relief Rally Isn’t the All-Clear Yet
Markets staged a modest relief rally after four straight down weeks, but Jay Woods of Freedom Capital Markets says investors should stay cautious.
Mar 25


I’m ‘Uber-Skeptical’ About Apple’s Major AI Upgrade, says Freedom Capital’s Paul Meeks
Paul Meeks, Freedom Capital Markets head of technology research, joins ‘Squawk Box’ to discuss Apple’s Siri AI upgrade, what to expect from OpenAI’s IPO debut, and more.
Mar 25


NVDA Road to $1T Revenue: Overcoming Macro Woes, Space Innovation & AI Buildout
Paul Meeks believes it's "inevitable" Nvidia (NVDA) will lose market share as the AI trade develops, but expects it to grow into such a substantial market
Mar 23


Jay Woods: Bears are in Control of the Market Right Now
Jay Woods, Freedom Capital Markets, joins ‘Power Lunch’ to discuss the Record $5.7 trillion in notional options value set to expire Friday, market technical levels and much more.
Mar 20


Paul Meeks: Micron may be the Best Opportunity in Memory
Paul Meeks, Head of Technology Research at Freedom Capital Markets, says Micron weakness is a buying opportunity as AI demand drives sustained growth, with inference and infrastructure fueling the next phase.
Mar 19


Jay Woods Joins Kristen Scholer on NYSE Live to Discuss February's Inflation Data
Jay Woods Joins Kristen Scholer on NYSE Live to Discuss February's Inflation Data
Mar 11


Jay Woods on Volatile Trade Opportunities, Software 'Guilty Until Proven Innocent'
"We're still in a cyclical bull market," says Jay Woods, but traders need to stay nimble as headlines develop out of the Iranian-U.S. conflict.
Mar 5


Markets will Rally if Fears Around Crude Prices Abate, says Freedom Capital’s Jay Woods
Jay Woods, Freedom Capital Markets, joins ‘Power Lunch’ to discuss if the markets are casting a vote for the conflict in Iran, how to participate in equities, and much more.
Mar 3


Wall Street Expert Jay Woods Explains Why Nvidia Earnings Impact Stock Market
Jay Woods, Chief Market Strategist at Freedom Capital Markets, talks Nvidia stocks and Q4 earnings.
Feb 26


Strong Tech Earnings Calm AI Fears as Markets Search for Stability
Jay Woods says strong tech results eased AI fears, but volatility, geopolitics, and rotation into energy keep markets cautious.
Feb 26


Opportunity in SoFi and Robinhood Despite AI selloff, says Jay Woods
Jay Woods, Freedom Capital Markets chief global strategist, joins ‘Power Lunch’ to discuss Woods’ thoughts on the financials.
Feb 24


Woods: AMD 'Nothing But Remarkable' as NVDA Earnings Ahead
Jay Woods joins Diane King Hall at the NYSE to make sense of this week's market performance as investors await Nvidia (NVDA) earnings.
Feb 24


Mag 7 or Lag 7: Jay Woods Awaits NVDA Earnings
Jay Woods joins Diane King Hall at the NYSE set to make sense of the indices "treading water" so far in 2026.
Feb 18


Jay Woods says Nvidia Earnings Could Decide the Market’s Next Move
Jay Woods, Chief Market Strategist at Freedom Capital Markets, says weak megacap tech, especially Nvidia, could drive the broader market, while recent sharp selloffs create tactical buying opportunities in select stocks.
Feb 17


Woods: 'When We Talk Rotation, It's Healthy'
Jay Woods is back at the NYSE desk to discuss the rotation trade underway in the markets.
Feb 10


The Boring Trade That’s Beating Big Tech Right Now
Jay Woods of Freedom Capital Markets explains why tech is digesting gains after years of outperformance and highlights the sectors smart money is rotating into right now.
Feb 9


Market Rotation Holds as AI Uncertainty Keeps Tech Volatile
Jay Woods, with Douglas Boneparth, and Alex Kantrowitz discuss rotation, tech volatility, AI capex, and global risks shaping markets.
Feb 9


Big Tech Earnings on Deck: Freedom Capital’s Paul Meeks on What to Expect
Paul Meeks joins ‘Squawk Box’ to preview Big Tech earnings this week, what to expect from the tech giants, and more.
Jan 26


Market 'Crossroads' Forming: Jay Woods on Mag 7, Small Caps & Earnings
Brace for more volatility, says Jay Woods, making the case that a topping formation in the NDX can signal further downside.
Jan 22


Meeks: There’s no Surprise Oracle and OpenAI are Tied Together
Paul Meeks, Head of Tech Research at Freedom Capital Markets, says Oracle bondholders have a weak case and the legal worries should fade, with future confidence tied to OpenAI’s fundraising and growth.
Jan 15


AI Build-Out Forces Analysts to Cover Entire Supply Chain
Paul Meeks at Freedom Capital Markets discusses how energy needs and the AI build-out are changing what tech analysts examine.
Jan 9


Woods: Great Start to the Year With a Broadening Market
Jay Woods, Chief Market Strategist at Freedom Capital Markets, says stocks are broadening.
Jan 5


Jay Woods’ 2026 Picks: XOM, FDX, ‘Cult Stock’ TSLA
ay Woods thinks we’re due for another 10% correction next year, noting that the market tends to see such a pullback every 18 months.
Dec 31, 2025


Nvidia’s $20B Groq Deal, Waymo’s $100B Valuation & Prediction Markets' Risk
Freedom Capital Markets’ Paul Meeks about the bull case for AI infrastructure and Waymo's $100 billion valuation, Financial Analysis Columnist Anita Ramaswamy about how Waymo could justify its massive revenue multiple, and we get into the regulatory challenges facing prediction markets with Finance Editor Ken Brown.
Dec 29, 2025


Oracle and Meta could be ‘Canary in the Coal Mine’ for Tech Trade, says Freedom Capital’s Jay Woods
Jay Woods, Freedom Capital, joins ‘Closing Bell Overtime’ to talk technical indicators he is watching across the market heading into 2026.
Dec 29, 2025


Expect a 3-5% Return in the S&P 500 in 2026, says Freedom Capital’s Jay Woods
Jay Woods, Freedom Capital Markets chief strategist, joins ‘Squawk Box’ to discuss the latest market trends, 2026 outlook, top sectors to watch for in the new year, and more.
Dec 23, 2025


Woods: Hesitant on MU Rally, CPI Positive Catalyst & 2026 to See 'Tempered' Bull Run
Jay Woods is hesitant to how Micron (MU) will react on Thursday's trading session after experiencing a strong earnings rally.
Dec 18, 2025


AI Stocks Won't be the Only Winners of 2026 | Jay Woods, Freedom Capital Markets
Jay Woods joined Phil Rosen on Full Signal to break down the AI trade, sectors to bet on for 2026, macro risks, the Federal Reserve, and the disconnect between asset prices and the real economy.
Dec 8, 2025


Jay Woods on SPX Retesting Record Highs, 2026 Year of A.I. "Winners and Losers"
Jay Woods sees the SPX testing, if not breaking all-time highs before the end of 2025.
Dec 5, 2025


Woods: There will be Angst and a Feeling of Indigestion as we Move Higher
Jay Woods, Chief Global Strategist at Freedom Capital Markets, says markets are consolidating despite tech outflows, Alphabet leads rotation, tariff uncertainty is the key risk, and he favors medical device stocks like IDEX heading into 2026.
Nov 26, 2025


Jay Woods: Trends Still are Up, But Starting to Roll a Little Bit
Jay Woods joins Diane King Hall at the NYSE set with the S&P 500 (SPX) "bending but not breaking" and pointing to the 50-day moving average as a possible "ceiling" that needs to break before hitting new all-time highs.
Nov 25, 2025
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