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Tom Essaye and Yahoo Finance Opening Bid Panel Discuss Big Banks

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I think that this is a very smart move by Meta, Says Tom Essaye

Big banks see consumer holding up despite economic uncertainty

Yahoo Finance Executive Editor Brian Sozzi and his Opening Bid panel featuring guests: Globalt Investments senior portfolio manager Thomas Martin, Sevens Report Research founder Tom Essaye, and Yahoo Finance Senior Business Reporter Brooke DiPalma discuss what big banks are saying about consumer resiliency.

As long as the unemployment rate stays low. That’s the key to the whole sort of economic resiliency. That and the fact that the hyperscalers are just fire hosing hundreds of billions of dollars into all corners of the economy as they build out data centers as fast as they can. But the unemployment rate is low

And people can get jobs. And as long as that’s the case, then they’re going to be generally able to keep up, relatively speaking, with this inflation, and that’s been the key. The trouble is if that unemployment rate starts to rise or that people start to have a hard time finding jobs. That’s the lynch pin. As long as the unemployment rate stays low, then people can continue to stomach very high beef prices and egg prices and all the other things we’re having to deal with.

Also, click here to view the full video published on Yahoo Finance on July 14th, 2026. 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.

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Tom Essaye Break Down Micron’s Earnings Beat With Yahoo Finance

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The most important part of the Micron earnings were really their referencing these strategic customer agreements, Says Tom Essaye

‘We don’t view this as a bubble’ that will pop soon: Wall Street weighs surging AI costs on stock market rally

Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron’s (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and growing demand for AI memory chips may boost confidence in the broader AI trade.

You know, over the past couple days, you’ve sort of the market has gotten itself in sort of a negative feedback loop, right? Saying is this sustainable? Can the spending continue? Is there enough capital to continue to fund all this? And Micron came out and basically said, yes, yes, there is. And that’s turning sentiment around. The most important part of the Micron earnings were really their referencing these strategic customer agreements.

The whole key around the memory boom, much like inflation honestly, is it a flash in the pan or is it sustainable? Micron is growing earnings at like hundreds and hundreds of percent, but the stock only trades at a 10X forward multiple. The S&P 500 trades at a 20X forward multiple and isn’t growing earnings nearly as fast. The reason Micron and Nvidia are cheap is because investors are concerned that this earnings boom won’t last. If earnings, if investors believe it will last, which Micron’s earnings helped, you know, reinforce that idea, then this market has a lot more room to run.

Also, click here to view the full video published on Yahoo Finance on June 25th, 2026. 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 To Discuss The AI Trade

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Yahoo Finance Interview

Why the AI trade could change in 2026

Artificial intelligence will continue to be a key pillar of market gains in 2026. We speak with Sevens Report research founder Tom Essaye, Epistrophy Capital Research Chief Market Strategist Cory Johnson, and TECHnalysis Research, LLC President Bob O’Donnell about the AI trade and what to expect in 2026.

Also, click here to view the full video preview published on YouTube.com on December 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.

Tesla Investors Should ‘Write the Check’ for Musk’s Pay Package: Essaye Interviewed on Yahoo Finance

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Tom Essaye says shareholders should back Elon Musk’s $1 trillion compensation plan and let him “do his thing.”

Tesla investors should ‘write the check’ for Musk’s pay package

Tesla (TSLA) shareholders will be voting on Tesla CEO Elon Musk’s $1 trillion pay package ahead of the company’s annual shareholder meeting on Thursday, Nov. 6. Sevens Report Research founder Tom Essaye tells Yahoo Finance that shareholders should “write the check” and let Musk “do his thing.”

Also, click here to view the full interview on Yahoo Finance published on November 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.

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.

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.

Tom Essaye Interviewed: Bitcoin Still Speculative but Poised for Long-Term Gains

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Institutional adoption and policy push could fuel higher prices

Is it time to view bitcoin as a stock?

John Campbell of Allspring Global Investments and Sevens Report founder Tom Essaye discussed bitcoin’s evolving role in markets, with Essaye noting that while the cryptocurrency remains somewhat speculative in the short term, institutional adoption is accelerating.

Essaye highlighted growing integration of bitcoin into traditional finance and banking, alongside policy support from the administration, as bullish long-term drivers. “Is it short-term a little frothy? Sure,” he said, “but longer term there are some fundamental changes here that I think will send it much higher.”

Also, click here to view the full video featured on Yahoo Finance published on August 11th, 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, editor of the Sevens Report, Interviewed on Yahoo Finance.

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Tom Essaye, editor of the Sevens Report, Interviewed on Yahoo Finance.

Rate cut hopes are rising but the data says otherwise

On this week’s Trader Talk, host Kenny Polcari is joined by macro analyst Tom Essaye of Sevens Report Research to break down what’s happening with the Federal Reserve, Trump’s economic reset, and how investors should think about hard versus soft data. With markets clinging to rate cut hopes, Essaye warns that traders may be misreading the Fed’s signals—and underestimating the disruption Trump’s trade overhaul could cause. Together, they explore why investors must separate emotion from strategy and resist the urge to bet on a narrative rather than the numbers.

Trader Talk Interview 5.8.25

Also, click here to view the full interview featured on Yahoo Finance published on May 8th, 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.