Episode Appearances
CNBC's "Fast Money" · Apr 14, 2026
Big Tech Bounce… And An Economic Warning From JPMorgan CEO Jamie Dimon 4/14/26
“Buying Nike shares alongside Tim Cook; insider buying signal after recent pullback”
Semiconductor Supply Chain and Custom AI ChipsAI Disruption of Legacy Software Business ModelsToken Consumption Economics in Enterprise Software
View AnalysisMad Money w/ Jim Cramer · Apr 10, 2026
Mad Money w/ Jim Cramer 4/10/26
“New Nike CEO; 30-year veteran reassembling team; facing innovation challenges and stock underperformance”
Iran Ceasefire Geopolitical RiskDefense Contractor Stock ValuationsMissile and Munitions Supply Chain
View AnalysisMotley Fool Money · Apr 1, 2026
Oracle Lays Off 30,000 and Nike Falls Flat Once Again
“Leading Nike's multi-year business restoration and strategic shift back to wholesale partnerships”
OpenAI Funding and IPO StrategyAI Infrastructure Capital ExpenditureArtificial General Intelligence (AGI) Timelines and Contingencies
View AnalysisCNBC's "Fast Money" · Mar 31, 2026
Stocks Rally On Optimism For End Of Iran War… And Apple’s Mag-7 Outperformance 3/31/26
“New Nike CEO; presiding over weak guidance and China market deterioration”
Iran War Ceasefire Negotiations and Geopolitical RiskOil Price Dynamics and Energy IndependenceNike Earnings Miss and Athletic Wear Sector Weakness
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