5. Oracle’s Surge, Fed Cut Buzz, NVIDIA Tensions & Soda Wars Revived

This episode is packed with heavyweight market matchups. The Fed’s set to cut rates — but will Wall Street buy or sell the news? Oracle just dropped jaw-dropping earnings and a $300B OpenAI deal that sent its stock into orbit. NVIDIA’s under fire from China — could the AI king finally be losing its crown? And we’re putting Pepsi and Coke in the ring to see which stock has more fizz. Plus, our Retail Investor Spotlight brings fresh insights from two of Kingsview Partners’ Wealth Managers. 

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Important Disclosures:

Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.

Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in Costco, Walmart, Nvidia, Oracle & Microsoft, and did not hold positions in Coca Cola, Pepsi, Google, Amazon, Lulu, Ulta, Kroger & Starbucks.