In The Media

Matt Tuttle swings by Morning Movers to look at this week's tremendous move higher for Oracle (ORCL). Matt says you don't get a ton of alpha by owning Nvidia (NVDA) here and he thinks Oracle is over-extended currently, but longer-term says both are still "must-owns." He loves the chart for Supermicro (SMCI) and says investors need to assess all of the various groups within the A.I. trade to fully position for the next major wave. At some point, Matt adds, A.I. will have a "where's the beef?" moment. Elsewhere in the tech sector, he's more interested in Micron (MU) over AMD Inc. (AMD) and says bitcoin-miner data centers are on his radar.

Matt Tuttle considers Broadcom (AVGO) a "must own" A.I. chip stock, alongside Nvidia (NVDA). He'll focus on the company's margins and VMware, believing they serve as indicators for Broadcom's future growth. That said, Matt is nervous when it comes to valuation, arguing that Broadcom "almost needs to have a cure for cancer" for the stock to push higher. Tom White offers a pair of example options trades for the chipmaker.

Matt Tuttle says we're in a thematic market, pointing to A.I. and agentic A.I. as the leading area for tech stocks. For Workday (WDAY), he believes the company needs a "Nvidia 2023 type of announcement" that could catalyze investor interest. Matt discusses the significance of agentic A.I. to the company's outlook. In terms of the cloud space, he likes Microsoft (MSFT) and Oracle (ORCL) over Workday.

Matthew Tuttle, CEO of Tuttle Capital Management, joins LiveNOW from FOX to talk about the market looking to rebound after a tough Friday. President Trump fired the commissioner of Labor Statistics.

Bitcoin surged past $112,000 for the first time, setting a fresh record alongside a broad rally in risk assets that has swept up technology stocks big and small. The original cryptocurrency rose as much as 3.1% to $112,009, pushing its gain this year close to 20%.

Matt Tuttle says there's no comparison between Uber (UBER) and Lyft (LYFT). He thinks Uber is a long-term hold and something to own for 5-years or more. Matt sees the opposite for Lyft, and believes they will be the "Burger King to McDonalds" when stacked against ridesharing comparison. In the autonomous driving space, Matt says "Tesla, I'll believe it when I see it" and says Alphabet's (GOOGL) Waymo is a name to watch.

Tuttle joins Morning in America to discuss inflation, tariff uncertainty, and the challenges facing middle-class Americans. He shares insights on potential moves at the Federal Reserve, the broader market outlook, and advice for American investors navigating a volatile economic landscape.

Matt Tuttle looks at the original "meme stock" ahead of earnings: GameStop (GME). He examines the company's foray into crypto, citing its recent Bitcoin (/BTC) purchase as a way of mimicking Strategy (MSTR) and other companies creating cryptocurrency reserves. Matt says he'd rather wait after the earnings event before making any kind of move on GME. He says the company "doesn't want to end up like AMC" and has to find a way to capture retail investors' interest.