Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
show episodes
 
Audio replays of conference calls discussing Apple (AAPL) quarterly financial results. Please note that some of the comments in Apple's quarterly earnings conference calls consist of forward looking statements that are subject to risks, and actual results may differ from the Company's forecasts. For more information please refer to the risk factors described in Apple's most recent Forms 10-K and 10-Q. Apple assumes no obligation to update any forward-looking statements or information, which ...
  continue reading
 
Artwork

1
Focused Compounding

Andrew Kuhn and Geoff Gannon

icon
Unsubscribe
icon
Unsubscribe
Monthly+
 
🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📚 Explore our backlog: Click here: https://focusedcompounding.com/blog/ 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
  continue reading
 
Artwork

1
Landman Pivot

Ryan Fairbanks

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
We talk about pivoting to new roles within the oil & gas industry and leveling up our skill set and mindset to prepare for the pivot path. There are 3 ways to engage directly: 1. Pivot Coaching (1:1) 2. Land Skills (mastermind) Groups (up to 10) 3. Land Skills Network (membership community) Other ways to engage in asynchronous communication: 1. Subscribe or apply at landmanmastermind.com 2. Connect on LinkedIn 2. Connect on Facebook
  continue reading
 
Artwork

1
Schwab Network

Schwab Network

icon
Unsubscribe
icon
Unsubscribe
Daily+
 
Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
  continue reading
 
The tastylive network teaches investors innovative, simple ways to trade stocks, options, and futures, take advantage of market volatility and build a successful portfolio. Tom Sosnoff leads an irreverent and playful band of floor traders who are showing America a new way to quickly find low risk, high return strategies in bullish, bearish and sideways markets.
  continue reading
 
Through unfiltered success stories, prepare for a masterclass in overcoming obstacles, defying conventions, and shifting your perspective on what’s possible. Award-winning CEO Bill Tessar gets real with his guests who have persevered through challenges, blazed their own trails, and built their own definitions of success in the world of real estate, investing and lending.
  continue reading
 
Artwork
 
This is daily Apple news. Monday through Friday, Ken Ray brings a short shot of tech happenings to your day. If it's Apple news, Apple-related news, or news related to Apple-related news, you'll hear about it here. News you'll like... this is Mac OS Ken.
  continue reading
 
Artwork

1
RiskReversal Pod

RiskReversal Media

icon
Unsubscribe
icon
Unsubscribe
Daily
 
Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech. We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis ...
  continue reading
 
Artwork

1
Energy Frontier: The Wyoming Landscape

School of Energy Resources at the University of Wyoming

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
Energy Frontier highlights the University of Wyoming's School of Energy Resources' role in advancing energy-driven economic development in Wyoming. Content covers energy innovation, Wyoming's energy sector and leadership. The show is hosted by Dr. Holly Krutka, Executive Director of the School of Energy Resources at the University of Wyoming. To learn more about the UW School of Energy Resources, visit our website at https://www.uwyo.edu/ser/index.html or follow us on social media. To learn ...
  continue reading
 
Artwork

1
Space Javelin

The Space Javelin crew

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Insight and analysis of Apple-centric topics of the week from the previous MacNN team, published weekly. Space Javelin's team has well over a century of Mac and Apple experience divided between them.
  continue reading
 
Artwork

1
Options Playbook Radio

The Options Insider Radio Network

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Welcome to Options Playbook Radio - the program where we break down cutting edge options strategies and explain how you can incorporate them into your own portfolio. Whether you’re looking to grow your capital with some offensive maneuvers or protect your investments with defensive plays, you can find them all in the Options Playbook. Options involve risk.
  continue reading
 
Loading …
show series
 
During a U.S. antitrust trial, Apple (AAPL) executive Eddy Cue noted that the company is seeking to overhaul its Safari browser to use more A.I. It's a move that could break Apple's reliance on Alphabet's (GOOGL) Google search. As Diane King Hall explains, it led to a steep sell-off in Alphabet shares. ======== Schwab Network ======== Empowering ev…
  continue reading
 
In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertainties, the significant manufacturing shift to India, and Qualcomm's div…
  continue reading
 
Dan Nathan and Dan Benton discuss tech investing on the RiskReversal Podcast. Benton, CEO at Benton Capital Management and a legendary former technology analyst at Goldman Sachs, shares his experiences from the 90s to the present. They delve into his famous '20 investing rules' for technology, the secular shift towards the internet, and valuation p…
  continue reading
 
- Apple to Appeal €500 Million EU Fine Over Silence from EC - Eddy Cue: Google Searches on Apple Device Fell Last Month as People Turn to A.I. - Google Says Searches on Apple Platform Growing, Not Falling - Cue: Apple Considering A.I. Search for Safari - Cue: You May Not Need an iPhone in Ten Years - Seth Rogen: “The Studio” Cast Netflix CEO Over A…
  continue reading
 
Warner Bros. Discovery (WBD) shares closed 5% higher despite a wider-than-expected loss, thanks in part to 5.3 million new D2C subs added in the quarter. Dan Rayburn breaks down WBD's earnings and says the company's on track to surpass 150 million D2C subs by the end of 2026. He also discusses Paramount Global's (PARA) earnings beat, Walt Disney's …
  continue reading
 
Markets looked different 30 minutes before the close, when bulls crossed the 5,700 level in the SPX, which Kevin Green labeled as resistance. That push higher was supported by silver's price climb and MACD inching toward a bullish cross. While he urges investors to "be cautious," he wouldn't be surprised to see a test of the S&P 500's (SPX) all-tim…
  continue reading
 
Charles Schwab's Kevin Gordon says the inflation and jobs data showed no significant impact from tariffs, but that can change. He urges investors to watch the May jobs report, where he expects signs of weakening will show. Gordon argues there's been more attention than needed on the goods deficit, arguing that services are the most dominant industr…
  continue reading
 
Ellen Ward, ph.D., author of Saudi Inc., explains why oil is seeing a bounce today. Positive hope around tariffs is giving it a boost, she argues, after a number of factors have been depressing the price lately. She also talks about what could happen if growth slows or a recession hits. She thinks crude will continue to trade in the high $50s to lo…
  continue reading
 
Tim Vanderhook, CEO of Viant Technologies (DSP), returns to discuss the latest quarter. Viant is an online ad broker, competing with Google and The Trade Desk (TTD). Tim reports a hot streak of growth on the top and bottom line and expects it to continue. He also says adoption of their AI product has been “tremendous,” and that their CTV segment is…
  continue reading
 
Listen to a recap of the top stories of the day from 9to5Mac. 9to5Mac Daily is available on iTunes and Apple’s Podcasts app, Stitcher, TuneIn, Google Play, or through our dedicated RSS feed for Overcast and other podcast players. Sponsored by CardPointers: The best way to maximize your credit card rewards. 9to5Mac Daily listeners can exclusively sa…
  continue reading
 
Karen Veraa-Perry looks at hot spots in the fixed income market. She says there’s a lot of money still sitting in money market funds waiting for volatility to die down. She also describes how the Fed cutting rates this year could impact fixed income strategies. In general, she advocates for shorter-term fixed income right now, highlighting the “3-7…
  continue reading
 
Alonso Munoz says his firm has been buying into the recent correction and remains a fan of Big Tech. He explains how investors have been "ripping off the band-aid" and opening doors to new opportunities. On his stock picks, Alonso labels Alphabet (GOOGL) as "cheap" due to its A.I. exposure and diversified businesses. He later explains Apollo Global…
  continue reading
 
Kristy Akullian isn’t calling a market bottom but feels “constructive” on earnings and economic data. She says to stay nimble and argues that ETFs are a great way to do that. She shares several ETFs from her firm, Blackrock (BLK), including an AI-focused option, the actively-managed BAI. She also looks at fixed income and thinks that Latin America …
  continue reading
 
Dean Smith says the trade deal announcement doesn’t change very much, since details are so thin on the ground. “[The tariff war] has just barely started…This is the new normal we have to get used to.” He expects rates to climb over the next few years and thinks investors should reduce their exposure to interest rate volatility. Dean calls the idea …
  continue reading
 
Chad Benyon and Zach Warring review gaming company earnings. Chad likes high-end companies in the space, and notes that many in the lodging industry said April was a busy month. Zach points to weakness in China and Macau and says he’s “pretty neutral” on the industry. However, he has a Buy rating on DraftKings (DKNG). Chad compares DKNG’s potential…
  continue reading
 
Jake Clopton thinks there are a lot of negative catalysts for the housing market, from tariffs to interest rates and more. He argues that supply constraints are driving up prices even as demand stays low, which tends to lower prices. He thinks that it "might get worse" for people that are waiting on the sidelines. Clopton also looks at different re…
  continue reading
 
Nvidia (NVDA) rallied alongside other chipmakers off reports of the Trump administration rescinding Biden-era chip curbs. As Caroline Woods notes, it adds onto plans from President Trump to pen more A.I. deals with the Middle East. However, CEOs from both Nvidia and AMD Inc. (AMD) said earlier this week that tariffs on China will hurt profits due t…
  continue reading
 
Tightened wallets for American consumers isn't stopping Affirm (AFRM) from rallying ahead of its earnings after markets close. LikeFolio's Landon Swan warns of weakness in the report, though his firm's data shows interest for Affirm growing compared to competitors. He weighs how far BNPL's "extension of the credit card concept" can run. ======== Sc…
  continue reading
 
2 stocks. 1 strategy. Kevin Hincks demonstrates a call diagonal options trade with examples from Tesla (TSLA) and Alphabet (GOOGL). Shares of TSLA are higher Thursday, trading near the stock's 200-day SMA. Meanwhile, GOOGL is recovering following a more than 7% drop on Wednesday. ======== Schwab Network ======== Empowering every investor and trader…
  continue reading
 
Ken Mahoney and Jon Cheigh cover the market as the first trade deal is announced. Jon says volatility will stick around, making diversification vital. Ken notes that the Treasury Secretary, Scott Bessent, has taken over a lot of the communication, which he sees as a positive. They also discuss the job market, with Ken saying the market has decided …
  continue reading
 
Dustin Reid covers U.S./Canada trade relations as President Trump announces a deal between the U.S. & U.K. Reid says the U.K. deal doesn’t seem “massive” but is a “step in the right direction” for the administration and the markets. If a deal with Canada isn’t done soon, he thinks it will be “very disruptive,” citing our steel and aluminum imports …
  continue reading
 
Danielle DiMartino Booth can see "very heavy" uncertainty clearing with the U.S. and U.K. trade deal. That said, she sees the China picture staying murky, noting Scott Bessent's upcoming meeting with representatives to be "just the beginning" of negotiations. Danielle found the Fed's decision to hold interest rates and Jerome Powell's following com…
  continue reading
 
Traders discussed positioning strategies amid a strong market rally fueled by favorable trade news. Volatility contracted significantly with VIX futures down to 22, creating profitable conditions for long/short volatility strategies. Key trade ideas included an Expedia (EXPE) diagonal call spread targeting high implied volatility, an AMD ratio put …
  continue reading
 
Dominion Energy (D) is a company Kenny Polcari sees as a triple threat in clean energy, dividends, and A.I. Speaking of A.I., Kenny labels Palantir (PLTR) as a "mission critical" company for the U.S. government post-earnings. He calls Honeywell (HON) a core holding. Rick Ducat dives into the charts to show technicals backing Kenny's analysis. =====…
  continue reading
 
Les Borsai looks at bitcoin as it weaves around the $100K level and reacts to its 30% move in one month. His company works with the government on education and victim restitution, but also offers crypto funds. He says this administration is moving with “lightning speed” on crypto on all fronts and thinks innovation in the sector will stay in the U.…
  continue reading
 
Coinbase (COIN) reports after the closing bell, and while some analysts advised caution heading into the report, Caroline Woods notes its $2.9B Deribit acquisition can offer a bright spot. She also talks about how the company can shape itself under an expected pro-crypto administration. Joe Tigay sees the Deribit deal as a plus as well for Coinbase…
  continue reading
 
Loading …
Listen to this show while you explore
Play