Kenny Polcari
I’m Kenny Polcari, Chief Market Strategist at SlateStone Wealth, host of Trader Talk on Yahoo, and the guy on Fox Business. This is where we talk about what makes the market move, and then what food to cook for your family and friends.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 3366 | Founded | 5 years ago | Last Issue | 4 days ago |
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The views and opinions expressed in this publication are my own and do not necessarily reflect the views of SlateStone. This content is provided for informational and educational purposes only and should not be construed as investment, lega...
MU's Golden Explosion: $50B Guide Crushes Bears, Ignites AI Rally, and Sparks the Great Rotation/Try the Risotto alla Milanese
June 25, 2026
Things you need to know.
- MU CRUSHED it after the bell — beat AND raised, and the tape confirmed it overnight.
- A $50 billion Q4 guide blew past the $42.9B street estimate by SEVEN BILLION dollars.
- The QQQ jumped 1....
AI Reality Check: Tech Selloff & Rotation Signals Valuation Jitters – Micron Earnings Loom as the Big Test/Try the Tagliatelle Cremosa
June 24, 2026
Things you need to know.
- Global markets relatively calm after yesterday’s tech wreck.
- MU reports after the bell….It’s anyone’s bet.
- Oil down, gold down, yields steady.
- Try the Tagliatelle Cremosa
Wake up…. It...
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I’m Kenny Polcari, Chief Market Strategist at SlateStone Weealth, host of Trader Talk on Yahoo, and the guy on Fox Business. This is where we talk about what makes the market move, and then what food to cook for your family and friends.
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