
Hosted by Jon Najarian · EN

Pete Najarian @petenajarian and Nancy Tengler @ntengleron @larry_kudlow's WABC radio show @LarryKudlowShow#VIX sitting at 16-17 and looking strong after dropping another 7% last month. Crude down ~35%, gasoline plunging → negative CPI readings ahead. Tech is inherently deflationary. Big fan of Kevin Warsh bringing back monetarist discipline, money supply focus & commodity watching.Housing names heating up: $DHI $HD $SHW AI power plays: $CAT & $GNRC for data center demand.Solid earnings growth, young bull market. Energy deflation is a major tailwind! 🔥#Markets #VIX #Housing #Fed

Jon Najarian @jonnajarian and @jeffkilburg on @LarryKudlowShow Broke it down perfectly:"Yesterday's selloff was healthy profit-taking — nothing more." $SPX still just 3% off all-time highs, up 7.9% YTD and 24% over the last year. Nasdaq up 10.6% YTD, small caps even stronger. Semiconductors still +80% this year despite the dip.#VIX spiked from super-low levels — traders simply rotating ahead of the massive SpaceX IPO next week at ~$135 post-split. Smart money locking in gains in chips $SMH $NVDA to make room for the big inflow everyone's anticipating. AI compute demand is exploding: Google just signed a $900M+/month deal, Anthropic another $1.25B/month. Earnings are gangbusters (27.7% YoY growth). This is a temporary reset, not a reversal. As Dr. J always says — don't flinch. FOMO comes back fast. Stay long the future. $NDX $GOOG $AMZN $TSLA

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🏈 NAJARIAN SPORTS 🏴☠️ with @petenajarian Nebraska get dismantled by Minnesota at the Gopher game— they don't look the part anymore. No confidence, no swagger. Meanwhile, Ohio State's D allows just 6 pts/game! Vandy & Indiana rising fast. NFL: Colts 6-1 w/ Jones balling, Bears D 🔥. Rams & Bucs NFC beasts! #ITSNOTANOPTION 📙

🏈 NAJARIAN SPORTS 🏴☠️ with @petenajarian Trevor Lawrence's clutch TD run seals the win for the Jags! 💪 Despite falling twice, he powered through. Chris Jones took the play off, missing a chance to stop him. Jags at 4-1, best start ever! Kudos to the new coach @jonnajarian #ITSNOTANOPTION 📙

🏈 NAJARIAN SPORTS 🏴☠️ with @petenajarian College football coaching carousel heating up! 🏈 Mike Gundy's 170-90 record at OK State is solid, but is he Arkansas-bound? Sam Pittman's seat is scorching after a 56-point Notre Dame blowout. Billy Napier's Florida struggles continue—how long can he hold on? @jonnajarian#ITSNOTANOPTION 📙

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WABC Radio NYC! Sept 20th @JackBouroudjian & @petenajarian join @LarryKudlowShow to break down the BOOMING economy: Retail sales soar +0.7% in Aug, biz equipment up 9.8% YTD, 100% expensing back, & Fed cuts loom. Bitcoin's surging too! Don't miss it! #EconomyRoars