Wall Street’s Wild Week to Start 2026

7 snips

Jan 9, 2026

Guest

Lou Whiteman

Guest

Jason Moser

Join investment analysts Jason Moser and Lou Whiteman as they dissect Wall Street's frantic start to 2026. With a proposed $1.5 trillion boost in defense spending, they explore potential long-term impacts and corporate curbs. The conversation shifts to Alphabet's rise over Apple, driven by AI innovations, and the future of aerospace with eVTOLs from Joby and Archer. Don’t miss their insights on CrowdStrike’s strategic acquisition and thoughts on GM's EV strategies, offering listeners a comprehensive view of today's market dynamics.

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ADVICE

Don't React To Political Headlines Alone

Expect much of the rhetoric about buyback and pay limits to be bluster and monitor specifics before acting.
Treat short-term share-price dips from political posts as potential buying opportunities after due diligence.

INSIGHT

Alphabet's AI And Investment Edge

Alphabet overtook Apple thanks to AI leadership, cloud momentum, and Sergey Brin's active return.
Alphabet's investment stakes in moonshot firms and ad-based AI monetization strengthen its long-term case.

INSIGHT

Apple Versus Alphabet: Mirror Opposites

Lou frames Apple and Alphabet as mirror-opposites: Apple has a strong installed base; Alphabet has more forward-growth optionality.
That contrast shapes different risk/reward profiles for investors.

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The stock market was all over the map this week but the biggest news was the U.S. government potential spending $1.5 trillion on defense. Of course, there are strings attached, which investors don’t like, but this could be an opportunity long-term. We also touched on Alphabet potentially becoming the most valuable company in the world and what moonshots we’re interested in.

Travis Hoium, Jason Moser, and Lou Whiteman discuss:

- Pulse of the market

- $1.5 trillion for defense

- Alphabet passes Apple

- Crowdstrike’s acquisition

Companies discussed: Crowdstrike (CRWD), Alphabet (GOOG, GOOGL), Joby Aviation (JOBY), Archer Aviation (ACHR), AST Spacemobile (ASTS), Rocket Lab (RKLB).

Host: Travis Hoium

Guests: Jason Moser, Lou Whiteman

Engineer: Dan Boyd

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