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Sevens Report Research founder interviewed on Yahoo Finance discussing Apple’s comeback in the AI race

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The bulk of earnings season is here as Tom Essaye joins Yahoo Finance

Apple nears $4T market cap. Is it catching up in the AI race?

Yahoo Finance Senior Business Reporter Ines Ferré and Sevens Report Research founder Tom Essaye join Opening Bid host Brian Sozzi to discuss Apple’s comeback in the artificial intelligence (AI) race.

Also, click here to view the full interview on Yahoo Finance published on October 21st, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Earnings Season is Here: Tom Essaye Interviewed on Yahoo Finance

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The bulk of earnings season is here as Tom Essaye joins Yahoo Finance

What earnings are telling investors: Don’t bet against US companies

Sevens Report Research Founder Tom Essaye and Yahoo Finance senior reporters Allie Canal and Ines Ferré weigh in on what the latest round of earnings is signaling to investors.

Also, click here to view the full interview on Yahoo Finance published on October 21st, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Sevens Report: OpenAI’s $500B Valuation Rekindles AI Bubble Debate

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Employee confidence strong, but lofty revenue multiples raise caution

Is OpenAI’s stock sale the latest evidence we’re in an AI bubble?

The Sevens Report said Friday that OpenAI’s latest secondary stock sale, which valued the company at around $500 billion, has reignited debate over whether surging enthusiasm for artificial intelligence reflects confidence or a brewing bubble.

The sale allowed employees to offload up to $10 billion in equity, though only $6.6 billion was ultimately offered — a sign that insiders remain confident in OpenAI’s growth trajectory. Sevens noted that the transaction was a liquidity event, not new fundraising, underscoring strong investor appetite after OpenAI’s first-half 2025 revenue already surpassed full-year 2024 totals.

Still, the valuation implies 25 times expected 2025 revenue of $20 billion, which the firm said demands rapid monetization to justify. “Leadership will have to prove the ability to translate growth into profitability sooner rather than later,” analysts cautioned.

Sevens also warned that fading intraday strength in AI-linked names like Nvidia shows rising risk that the AI narrative could be challenged, potentially triggering profit-taking across tech and the broader equity market.

Also, click here to view the full investing.com article featured on Yahoo Finance published on October 3rd, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Interviewed on Yahoo Finance as the Government Shutdown Looms

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Gov’t shutdown could mean no clean jobs data until December

The US government is expected to shut down if Congress cannot reach a deal by Sept. 30. Sevens Report Research founder Tom Essaye said it’s not the shutdown itself that poses a threat to markets, but the disruption to economic data.

Also, click here to view the full video on Yahoo Finance published on September 29th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Interviewed on Yahoo Finance as Gold hits $3.8K

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Gold hits $3.8K, but investors should ‘wait’: Here’s why

Yahoo Finance Senior Reporter Ines Ferré outlines the details of the commodity’s rise, and Sevens Report Research founder Tom Essaye examines the precious metal from an investment perspective.

Also, click here to view the full video on Yahoo Finance published on September 29th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Sevens Report Flags ‘Bull Trap’ in Stocks Under Dow Theory

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Transports’ weakness signals risk despite record highs

Charles Dow would describe this market as a ’bull trap’ says this analyst

The Sevens Report warned Friday that the U.S. stock rally fits the definition of a “bull trap” under Dow Theory. While the Dow Industrials have hit new highs, the Dow Transports remain negative year-to-date, flashing a bearish divergence.

The note cited two key principles: Confirmation and Trend Reversals. Both indexes must rise together to confirm expansion, but transports’ weakness suggests pressure in travel, logistics, and freight.

Sevens emphasized that despite four of five major equity benchmarks hitting records, Dow Theory would still label the advance a technical bull trap.

Also, click here to view the full investing.com article on Yahoo Finance published on September 19th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Sevens Report Weighs on AI Trade as Alphabet Hits $3 Trillion Milestone

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Essaye flags next Big Tech contender for record valuation

Google hits $3T market cap. This Big Tech name could be next.

Sevens Report Research Founder Tom Essaye joins Opening Bid to discuss the Google parent company’s recent gains and what it signals about the artificial intelligence (AI) trade. He also shares another Big Tech name that he thinks could be the next to hit $3 trillion.

Also, click here to view the full video on Yahoo Finance published on September 16th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Tom Essaye Interviewed on Yahoo Finance as the Fed Faces Twin Pressures

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Tom Essaye: Fed Faces Twin Pressures of Rising Inflation and Weakening Jobs

Fed is in the ‘worst possible’ position, analyst says

Central bank policy outlook grows more complicated heading into fall

The Federal Reserve is under mounting pressure as inflation shows signs of picking up while the labor market begins to soften, according to Tom Essaye, founder of Sevens Report Research.

Speaking on Opening Bid, Essaye explained that this combination leaves the Fed in a difficult policy position heading into the fall. The central bank must balance the risk of tightening too little against the danger of tightening too much at a time when economic growth is already showing cracks.

“The Fed is caught between two mandates,” Essaye noted, adding that rising producer and consumer price data alongside weakening job gains increases the likelihood of a policy dilemma in the coming months.

Also, click here to view the full video on Yahoo Finance published on August 30th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Sevens Report: Ethereum’s Rally vs. Bitcoin Raises Red Flags

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ETH/BTC rallies have historically aligned with equity blowoff tops

Why the long-ETH/short-BTC trade matters

According to the latest Sevens Report, Ethereum has “meaningfully outperformed Bitcoin with the Long-ETH/Short-BTC trade accelerating rapidly as both cryptos surged towards record highs.” While many traditional investors might dismiss the shift, Sevens emphasized that “there is a key underlying takeaway sourced in cross-asset analysis.”

Historically, sharp ETH/BTC rallies have coincided with “squeezy yet powerful rallies in equity markets preceding near-term blowoff tops.” Examples include the 2017 ETH/BTC surge ahead of the 2018 equity drawdown, a 2020 spike before the pandemic selloff, and a 2021 rally that foreshadowed the “Double Bear Market” of 2022.

Sevens noted that the latest 130% ETH/BTC rally off April lows “has obviously coincided with the resilient tech-led rally in stocks off the 2025 lows.” Unlike 2023–2024, when ETH lagged while equities climbed, the current setup suggests stocks may be vulnerable if crypto momentum fades.

“Bottom line, in prior cases over the last 10 years, every time we have seen such a robust and pronounced rise in the ETH/BTC crypto-pair, stocks have been sprinting higher in lockstep. However, once the upside momentum faded from ETH/BTC rally, it would have been prudent for equity investors to put their guard up,” Sevens concluded.

Also, click here to view the full article on Yahoo Finance published on August 28th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Bitcoin Slides After Inflation Data; Essaye Sees Long-Term Bullish Shift

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Sevens Report founder notes policy support and strategic reserve chatter

Bitcoin sinks following hotter-than-expected inflation print, Bessent comments on strategic reserve

Bitcoin dropped following hotter-than-expected inflation, with strategists highlighting both macro headwinds and the Trump administration’s pro-crypto stance. “The administration is pushing crypto. They are pushing Bitcoin. Bitcoin is the lead dog in the crypto market,” said Tom Essaye, founder of Sevens Report Research, in a Yahoo Finance interview.

While Essaye acknowledged near-term froth, he stressed that structural changes—such as policy support and discussions of a strategic reserve—could underpin longer-term strength in the asset class.

Also, click here to view the full article on Yahoo Finance published on August 15th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.