A macro look at health, benefits, and senior market insurtech industry happenings and trends with AgencyBloc.
…
continue reading
Commission Software Podcasts
The regular podcast about Free Software and ongoing activities hosted by the FSFE
…
continue reading
The International Association of Privacy Professionals is the largest and most comprehensive global information privacy community and resource, helping practitioners develop and advance their careers and organizations manage and protect their data. More than just a professional association, the IAPP provides a home for privacy professionals around the world to gather, share experiences and enrich their knowledge. Founded in 2000, the IAPP is a not-for-profit association with more than 70,000 ...
…
continue reading
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 most important stories about money, business and power. Hosted by Ryan Knutson and Jessica Mendoza. The Journal is a co-production of Spotify and The Wall Street Journal. Get show merch here: https://wsjshop.com/collections/clothing
…
continue reading
Catch up on the latest information security news with our fortnightly podcast. Also, keep an eye out for webinars and author interviews, where we speak with industry experts about information security, cyber security, data privacy and much, much more.
…
continue reading
The day's biggest news dissected by the day's newsmakers. Diverse opinions from across the political spectrum. The show that makes you decide, are you the Left, Right or the Centre?
…
continue reading
Podcast from the depths of the morgue from funeral professionals for funeral professionals. Covering all topics related to funeral service and embalming. Interviews with the A List for embalming, restorative art, the Federal Trade Commission, Mortuary Law and Funeral Directing.
…
continue reading
America’s military operations are constantly evolving. From boot camp to boots on the ground, anchor Ryan Robertson provides in-depth coverage of international armed conflicts and the latest technological developments in weaponry worldwide.
…
continue reading
KONPARE is a tool to compare, save & buy student health insurance. It is exclusively designed for overseas education consultants. Easily integrate KONPARE widget in your system & start earning commission. Just one click to sign-up. Try today!
…
continue reading
Thanks for listening to the Postal Affairs podcast! BCC Software recently acquired Satori Software from Quadient, and as a result, this podcast will no longer be updated. However, we’d like to encourage you to instead subscribe to the BCC Software podcast – Industry Corner – where we break down postal industry topics, explain the current state of the industry, and what it means for your business. You can listen today on Apple Podcasts, Google Podcasts Stitcher, or on Soundcloud. For more inf ...
…
continue reading
Successful business owners Gerry Cramer, Mark Ling, Keegan Muller, Chris Reader, and Rob Jones developed Profit Singularity Ultra Edition to help people earn money from YouTube affiliate programs. You'll learn new skills and earn a full-time income as an affiliate marketer with new modules, templates, software applications, and perks in this updated and improved version. The best part is that this approach is 100% beginner-friendly, and anybody can do it, even if you have no experience or te ...
…
continue reading
life is sweeter in candy color! {www.katrinaberg.com} hi! i'm oil painter, katrina berg. welcome to my midway, utah studio, where i'll serve up a palette of support, hope and love, with a side of realness! as a mother of 5 (3 teenagers & 8-year-old twin boys), i know that life is rarely easy and jolly...but savoring the sweet moments gives us the strength we need to find peace, growth, and fulfillment along our journey. {podcasting to support women, mother artists and creative entrepreneurs! ...
…
continue reading
We’ve got two listening delights for you on this channel, folks! 😲 Season 1 is Travel Agent Chatter (TAC), a spotlight interview of a wide variety of travel advisors that we publish every quarter. Season 2 is our shorter, but more frequent Friday 15 series, where every Friday we answer your travel industry questions for — you guessed it — 15 minutes! Travel Agent Chatter -- a Host Agency Reviews audio series -- inspires you with in-depth interviews featuring successful travel agents. We dig ...
…
continue reading
Welcome to the REALTY Funnels Podcast, where we explore the strategies, systems and actions that will absolutely Supercharge Your Success in Real Estate. These are the exact approaches that Kevin and Lisa leverage, and the agents they coach and mentor use, to generate 6 Figure Months in real estate, to earn over $1,000,000 in Gross Commission Income in a year. Kevin Cahill, a veteran in the residential real estate industry and an executive at eXp Realty, brings a wealth of experience to the ...
…
continue reading
Deborah is Haida Indian born on January 3rd. Her great grandfathers John Wallace and Dwight Wallace were Haida Chiefs, and famous Totem Pole carvers. Her family lived with Charles Willis Jr., President, and CEO of Alaska Airlines prior to moving to Alaska in 1976. Charles Willis Jr. recruited Dwight Eisenhower to run for President., On Jan. 3, 1959, President Dwight Eisenhower signed a proclamation admitting Alaska to the Union as the 49th state. Deborah formed the first political group Alas ...
…
continue reading
"It's Closing Time" is a podcast presented by RentSpree. Hosted by CEO Michael Lucarelli, this pod will feature some of the most accomplished and renowned voices within the Real Estate industry. "It's Closing Time" is an engaging, informative and entertaining experience for those interested in all things Real Estate.
…
continue reading
Keeping up to date with technology is crucial for the success of your business. You don’t want to fall behind or miss opportunities. Listen to Epixel Podcast to gain insights into the recent reports on business, software, and technology. Hosted by Epixel Solutions, this podcast addresses advanced and up to date stories, useful tips and news, all at one place.
…
continue reading
1
"Meeting Customers Where They Are:" PYPL & SOFI Show Fintech Adaptability
7:28
7:28
Play later
Play later
Lists
Like
Liked
7:28PayPal (PYPL) and SoFi Technologies (SOFI) have shown a "tale of two different performances" when it comes to their stock prices, says Noah Hamman. He points to PayPal's struggles in recent months but notes its earnings Tuesday and a partnership with OpenAI as positive catalysts ahead. Ted Rossman gives credit for both companies and their peers for…
…
continue reading
1
Stock Market Today: NVDA Record High, MSFT Rallies on OpenAI Deal
2:01
2:01
Play later
Play later
Lists
Like
Liked
2:01While most sectors in the SPX closed down, the index still hit new record highs alongside the NDX and $DJI. A lot of strength came from Nvidia (NVDA), which surged to a new all-time high on strong guidance and a slew of new partnerships. A restructured partnership between Microsoft (MSFT) and OpenAI boosted the mega cap company ahead of its earning…
…
continue reading
1
Tuesday's Final Takeaways: NVDA Surge, AMZN Layoffs & Tariff Watch
5:35
5:35
Play later
Play later
Lists
Like
Liked
5:35Nvidia (NVDA) rallied strong to all-time highs during its GTC conference while Amazon (AMZN) moved higher despite facing a big wave of corporate layoffs. It's not just stock movers that Marley Kayden and Diane King Hall are watching, either. They take a look at the story still under many investors radar: tariffs and President Trump's visit to China…
…
continue reading
1
Smucker, Trader Joe's and a Battle Over PB&Js
17:49
17:49
Play later
Play later
Lists
Like
Liked
17:49J.M. Smucker is suing Trader Joe's over trademark infringement, accusing the company of copying its pre-made Uncrustables peanut-butter and jelly sandwiches. WSJ’s Jesse Newman explores the battle over PB&Js is part of a broader anxiety for Big Food over the rise of private-label products. Ryan Knutson hosts. Further Listening: - Food Fight: PepsiC…
…
continue reading
1
Consumer Confidence Dips, but Wealthier Shoppers May Boost Holiday Sales
6:15
6:15
Play later
Play later
Lists
Like
Liked
6:15The latest consumer confidence data from the Conference Board shows a 6-month low, and while it may not be as bad as expected, there's still weakness beneath the surface. Yelena Shulyatyeva joins Diane King Hall to break it down. She says the numbers mask a tale of two consumers: those making $200,000+ are driving stock market-fueled optimism, whil…
…
continue reading
1
Overlooked Stock: WULF Rallies on GOOGL Data Center Venture
5:11
5:11
Play later
Play later
Lists
Like
Liked
5:11TeraWulf (WULF) tapped highs it hasn't seen since early 2022 after Alphabet (GOOGL) tapped the company for a joint data center venture for Google Cloud. As George Tsilis notes, it's the latest Bitcoin mining company to get tapped for data center buildout and offers TeraWulf a huge boost for its balance sheet. He explains why smaller companies are b…
…
continue reading
1
Can Boeing (BA) Fly High on Earnings? Technicals Show Challenges
5:35
5:35
Play later
Play later
Lists
Like
Liked
5:35Boeing (BA) reports earnings before Wednesday's opening bell, and Charles Schwab's Ben Watson offers a technical look into the company's trends ahead of the event. He turns to the one-year and three-day chart to show the multiple paths the stock can move in reaction to earnings. Ben also notes "defensive" activity happening in Boeing options. =====…
…
continue reading
1
Prenetics (PRE) CEO on Creating $100M+ Annual Recurring Revenue for Supplements
8:31
8:31
Play later
Play later
Lists
Like
Liked
8:31Danny Yeung, CEO and cofounder of Prenetics and IM8. Prenetics is a health sciences company that sells products under the IM8 brand. He talks about David Beckham’s involvement, creating $100M+ in annual recurring revenue for an online only brand, and what they offer to consumers. They distribute their supplements to over 31 countries. He also discu…
…
continue reading
1
Real Estate Investing: AI Data Centers, Interest Rates & More
8:59
8:59
Play later
Play later
Lists
Like
Liked
8:59“No question about it, the market’s ripping.” Jeff Brown is trying to “ride the tide” a little bit, but says it’s also a little confusing. He discusses AI and real estate, with demand for data centers vs where to put them. As a real estate investor, he also covers what lower rates mean, but also shares worries around unemployment and inflation and …
…
continue reading
1
Technical Tuesday: SPX Record Highs, AVGO Rally & PEP Fizzles
5:10
5:10
Play later
Play later
Lists
Like
Liked
5:10Charles Schwab's Kevin Horner takes a closer look into the SPX tapping record highs, urging investors to "moderate" the trend higher after the index bounced off the 50-day SMA. As for stocks Kevin's watching, he points out Broadcom (AVGO) testing another breakout and PepsiCo's (PEP) potential to reach key resistance after recent trading activity fi…
…
continue reading
1
Greg Halter’s Earnings to Watch: AMT, TEL & Mag 7 Picks
9:03
9:03
Play later
Play later
Lists
Like
Liked
9:03“In some senses, there’s a shortage of stock out there.” Greg Halter examines market conditions and the latest geopolitical news. “We are cautiously optimistic,” he adds. He previews Visa (V) and Mastercard (MA) earnings, where he expects “decent numbers.” He highlights other earnings to watch, like American Tower (AMT), TE Connectivity (TEL), and …
…
continue reading
1
Bruce: No AI Bubble Yet, Fed Needs to Get it Right on Rates
7:28
7:28
Play later
Play later
Lists
Like
Liked
7:28Tom Bruce says things could get bad quickly if the Fed doesn’t get its rate cut path right. He expects a 25 basis point cut tomorrow and anticipates further cuts down the line, but acknowledges their difficult position. He thinks we could be at the “beginning” of an AI bubble but is a “believer” in the technology. He also covers the current state o…
…
continue reading
1
SOFI Hits All-Time High on Record Net Revenue & Raised Outlook
5:03
5:03
Play later
Play later
Lists
Like
Liked
5:03SoFi Technologies (SOFI) flexed more strength in the fintech space after the company posted an earnings beat and guidance boost. George Tsilis talks about the company's climb and "impressive" moves to its balance sheet, though warns the stock needs time to grow into current valuations. ======== Schwab Network ======== Empowering every investor and …
…
continue reading
1
How AI Changes Shopping: LLM Use to Sales Conversion
8:10
8:10
Play later
Play later
Lists
Like
Liked
8:10AI is changing the information economy on a fundamental level. Omri Shtayer discusses how AI is being integrated into the internet, consumer acceptance, and how it changes the way we trust information. He focuses on how LLM use converts to real world sales, and explains how companies need to keep creating valuable content to keep the LLMs promoting…
…
continue reading
1
Ca$htag$: Etsy (ETSY) Adding Agentic Commerce Enough to Boost Sales?
7:10
7:10
Play later
Play later
Lists
Like
Liked
7:10Likefolio’s Andy Swan previews Etsy (ETSY) earnings and shares consumer sentiment data. He says it ranks highly on AI engine referrals, but its web visits are down, with rival Shopify (SHOP) “exploding to the upside.” While he thinks the company is “phenomenal,” he’s concerned that it won’t meet the growth expectations Wall Street has. ======== Sch…
…
continue reading
1
Mian: GOOGL to Show A.I. Resiliency, AAPL A.I. Woes, AMZN "Not Caring" for Street
9:50
9:50
Play later
Play later
Lists
Like
Liked
9:50Sheraz Mian turns to the slate of Mag 7 earnings on the docket this week, noting four of the five serving as leaders in the A.I. race. The one he doesn't see leading: Apple (AAPL). He believes the company has made notable traction recently but still faces headwinds in A.I. spending and product offerings. He sees Alphabet (GOOGL) gaining more bullis…
…
continue reading
1
UPS After Earnings: Bull Case or ‘Wait and See’?
6:21
6:21
Play later
Play later
Lists
Like
Liked
6:21Ed Butowsky and Craig Warnimont break down UPS (UPS) earnings. The company said it would cut 48K jobs in management and operations and it’s setting up for its best holiday season. Craig thinks investors will “wait and see” on UPS shares until it starts showing growth again. “If they can’t trust that the P/E isn’t shrinking,” they won’t see a good e…
…
continue reading
Today's Big 3 consists of A.I.-adjacent names that Prosper Trading Academy's Mike Shorr will watch closely heading into each company's earnings. Mike sees a strong trading opportunity in Supermicro (SMCI), Astera Labs (ALAB) as a lesser-known A.I. play, and Reddit (RDDT) as a "back pocket" bullish opportunity. He offers example options trades for e…
…
continue reading
1
Division Among the Fed as Rate Cut Path Becomes Murky
7:44
7:44
Play later
Play later
Lists
Like
Liked
7:44“They’re kind of looking through the fog here,” Jason England says of the Fed. He discusses their dual mandate and their rate cut path. He thinks a cut tomorrow is all but guaranteed, even with delayed economic data. However, he notes divisions amongst the FOMC on the dot plot. “Internal division is good,” he adds, but only if it comes to a resolut…
…
continue reading
1
Visa (V) Seeks to Cash In on Consumer Swipes & Earnings Resiliency
8:28
8:28
Play later
Play later
Lists
Like
Liked
8:28Stephen Biggar sees a price target above $400 for Visa (V), which he says can be reached through earnings resiliency. He points to slower but steady growth and an American consumer continuing to use credit cards amid economic uncertainty as bullish catalysts. Stephen later talks about where Visa stacks up compared to Mastercard (MA) and American Ex…
…
continue reading
1
2025 ETF Inflows Surpass $1T, Favoring ‘Risk-On Optimism’ Positioning
7:12
7:12
Play later
Play later
Lists
Like
Liked
7:12Matt Bartolini discusses the strength of the 3Q earnings season so far and examines consumer health and inflation. He expects a rate cut from the Fed tomorrow but thinks the guidance will be murky. Turning to ETFs, he covers record inflows, anticipating up to $1.4 trillion by the end of the year. He notes that cyclicals and tech have dominated thes…
…
continue reading
1
MSFT Pops on OpenAI Agreement, Consumer Confidence Trends Higher
7:23
7:23
Play later
Play later
Lists
Like
Liked
7:23Ahead of Wednesday's earnings, Microsoft (MSFT) jumped Tuesday morning after restructuring its deal with OpenAI. As Kevin Green explains, it changes the stake Microsoft has in the company but adds clarity to OpenAI's future with Azure cloud. Speaking of clarity, Kevin later notes the tick higher in consumer confidence and more data to come that wil…
…
continue reading
1
PYPL & OpenAI Partnership Continues A.I. Finance Trends
8:10
8:10
Play later
Play later
Lists
Like
Liked
8:10PayPal (PYPL) popped on an earnings beat and new partnership with OpenAI, as Marley Kayden highlights what investors see as bullish. As she explains, it also continues a trend with OpenAI extending its reach in the finance space, seen through companies like Walmart (WMT). Tim Biggam offers his take on PayPal's earnings and partnership through an ex…
…
continue reading
1
Tech Giants Power Market: MSFT, GOOGL, AMZN, AAPL & AMD Lead Charge
6:54
6:54
Play later
Play later
Lists
Like
Liked
6:54Technology stocks are on fire, with the SPX , NDX and $DJI hitting record highs. Olivier Blanchard attributes this surge to A.I.'s continued growth, with big players like Microsoft (MSFT), Alphabet (GOOGL), Apple (AAPL), and Amazon (AMZN) competing for dominance as all report earnings this week. Blanchard is bullish on Microsoft's AI partnership wi…
…
continue reading
1
UNH Lifts Guidance, RCL & DHI Sell on Earnings
5:41
5:41
Play later
Play later
Lists
Like
Liked
5:41Tuesday's earnings picture showed a mixed perspective that created multiple red arrows. George Tsilis notes sell-offs in Royal Caribbean (RCL) and D.R. Horton (DHI) as both companies saw pressure on guidance. He does shine a light on UnitedHealth's (UNH) guidance lift that pushed the stock higher into the opening bell. ======== Schwab Network =====…
…
continue reading
1
Barry Knapp on Financials & the Fed’s Rate Cut Path
9:16
9:16
Play later
Play later
Lists
Like
Liked
9:16Barry Knapp says “we’re clearly not getting any surprises” in this month’s Fed meeting, anticipating a 25 basis point rate cut. He previews Powell’s press conference after the decision and expects 75 basis points total in cuts this year. “They’re likely to end QT” as well, he adds, and explains how markets might react to that decision. He lays out …
…
continue reading
1
Markets Brace for Mag 7 Earnings, Closer Look Into $500B Japan Trade Deal
4:24
4:24
Play later
Play later
Lists
Like
Liked
4:24Kevin Hincks reports from the Cboe Global Markets to highlight moves happening in the U.S. and abroad. He maintains that the Mag 7 earnings hitting markets Wednesday and Thursday will remain monumental for the bull run. Internationally, Kevin breaks down the proposed $500 billion trade deal between the U.S. and Japan. ======== Schwab Network ======…
…
continue reading
Tom White takes a look at Visa (V) as shares level off about 10% down from all-time highs ahead of its upcoming earnings report. He says the credit card data will help paint a picture of consumer spending habits in the absence of some economic data. Tom has 2 example options trades today, with the first one being a call diagonal. He explains the bu…
…
continue reading
Kristen Winther and Tammy Cash join Sam Vadas at the NYSE to discuss their organization Women in ETFs. Their group aims to intervene in industry conferences, identify opportunities for women in the financial industry and offer a resource to highlight new and emerging voices. They weigh in on the gender pay gap issues still facing many female employ…
…
continue reading
1
DHI Drops, Homebuilder Stocks Fall on Profits Miss
6:51
6:51
Play later
Play later
Lists
Like
Liked
6:51Rogers Healy joins Morning Movers to break down the latest homebuilder's earnings report as D.R. Horton (DHI) falls after missing on profits. Rogers says this is usually a slower time of the year for the homebuilder group, stressing this report isn't "terrible news." When looking at the margins, he adds that its inventory isn't "flying off the shel…
…
continue reading
1
Earnings Charge Forward, SWKS-QRVO Merger Watch
9:04
9:04
Play later
Play later
Lists
Like
Liked
9:04Stocks look for direction ahead of a packed earnings calendar, with major tech names like Alphabet (GOOGL) and Microsoft (MSFT) set to report. The S&P 500 (SPX) is coming off a record high, and Kevin Green says the market's positioning suggests further gains are possible. UPS (UPS) and UnitedHealth (UNH) both beat earnings expectations, with UPS ra…
…
continue reading
1
Chart of the Day: AMZN Announces 14K Layoffs
3:38
3:38
Play later
Play later
Lists
Like
Liked
3:38Amazon (AMZN) announces 14k corporate job cuts after Reuters reported the layoffs could be as high as 30k. Ben Watson looks at the technical setup on Amazon's chart following that news and ahead of its earnings announcement this week. He highlights $229 as a recent area of resistance to the upside and says the MACD momentum study indicates upward b…
…
continue reading
1
Equities All-Time High, Rare Earths Fade, A.I. Chips Movers & AMZN Layoffs
2:57
2:57
Play later
Play later
Lists
Like
Liked
2:57The equity markets took their cues from positive overseas headlines in China/U.S. trade discussions to claim new all-time highs on Monday. One sector of the market that wasn't joining the rally: Domestic rare earth miners. The group faded on news that China could delay its export controls by 1 year. Meanwhile, Qualcomm (QCOM) jumped after revealing…
…
continue reading
1
Monday's Final Takeaways: Metals Mayhem, A.I. Chips Latest Competitor
5:47
5:47
Play later
Play later
Lists
Like
Liked
5:47From rare earths to A.I. technology, Monday's session covered it all as the S&P 500 (SPX) closed above $6,800 for the first time. Marley Kayden recaps the trading day with a look at the mining stocks fall after U.S. and China trade representatives indicate progress on delaying rare earth export controls. Meanwhile, Sam Vadas examines the A.I. mover…
…
continue reading
1
Tech Rally Continues: NVDA Key to Year-End Gains Amid Trade Tensions
4:50
4:50
Play later
Play later
Lists
Like
Liked
4:50David Chau says despite ongoing U.S.-China trade tensions, buyers are shrugging off volatility and driving the market to new highs, fueled by strong momentum in tech. He is watching the expected move in stocks like Nvidia (NVDA), which he says will be key to sustaining the rally into year-end. He also breaks down his view that volatility is "episod…
…
continue reading
InterDigital (IDCC) caught the attention of George Tsilis on today's Overlooked Stocks segment. He walks through the company's unique cross-section exposure to global OEMs like Alphabet (GOOGL) and Lenovo. George says IDCC competes with Rambus (RMBS), Nokia (NOK), Ericsson (ERIC) and Qualcomm (QCOM). He dives into the stock's wireless, ioT and auto…
…
continue reading
1
SOFI's Elevated Options Activity Ahead of Earnings
5:08
5:08
Play later
Play later
Lists
Like
Liked
5:08Ahead of tomorrow's earnings report from Sofi (SOFI), Rick Ducat examines the technical conditions on its chart. He displays the outperformance relative to the overall market and its competitors like PayPal (PYPL), Upstart (UPST), Block (XYZ) and Affirm (AFRM). Rick highlights the studies that support Sofi's strong chart before turning to the "elev…
…
continue reading
1
QNX President on Creating Software for Modern Vehicles
7:14
7:14
Play later
Play later
Lists
Like
Liked
7:14Mattias Eriksson, President of QNX, spotlights its work in Software-Defined Vehicles (SDV), robotics, and edge computing. He explains that QNX is a sort of “plumber” for this computing type and discusses why they’ve pushed into the auto business. There are cars launching with “500 million lines of code,” often coming from different suppliers, and t…
…
continue reading
1
How Uncomfortable Will the Shutdown Get for Americans?
7:56
7:56
Play later
Play later
Lists
Like
Liked
7:56Dana Peterson from The Conference Board previews the Fed’s meeting this week. She discusses the impact of missing government data and the market’s expectations for a 25 basis point cut. She notes that we are in a no-hire, no-fire environment as companies struggle with uncertainty, but says that balance could change. Dana looks where we’re seeing la…
…
continue reading
1
Missing Billions and a Secretive CEO: The First Brands Bankruptcy
18:06
18:06
Play later
Play later
Lists
Like
Liked
18:06Auto-parts maker First Brands Group, the company behind products like Autolite spark plugs and Fram oil filters, declared bankruptcy last month. Court filings have revealed a trove of irregularities and a $2 billion dollar hole. WSJ’s Alexander Gladstone says the bankruptcy is having an impact on the company’s lenders and on Wall Street. Ryan Knuts…
…
continue reading
Joe Rinaldi talks about the fallout of the government shutdown on U.S. citizens and on markets. He expects unemployment to tick up, small business revenues to fall, and pushes for a deal ASAP. He brings some of his current stock picks, highlighting the energy sector: Dominion Energy (D), First Energy (FE), and Consolidated Edison (ED). ======== Sch…
…
continue reading
1
Graff: 2025 GDP Growth Only from AI, Hiring Conditions Flag Possible Recession
7:57
7:57
Play later
Play later
Lists
Like
Liked
7:57Tom Graff notes that the small segment of AI created all the GDP growth of the first half of the year. He says the question for the economy will be if that can continue, or if it will fall off. He says that hiring conditions look like what always happens before a recession – and he’s skeptical of any “this time is different” argument. AI needs to s…
…
continue reading
1
Previewing the "Fab Five" from Mag 7 Earnings
7:02
7:02
Play later
Play later
Lists
Like
Liked
7:02Stephanie Walter and Mark Gibbens join The Watch List panel to help preview this week's slate of Mag 7 earnings names. Stephanie points to the A.I. capex spending as a focal point for the group. Mark calls this week's earnings "the Fab Five" and will be keyed in on the cloud businesses for Alphabet (GOOGL), Amazon (AMZN) and Microsoft (MSFT). Steph…
…
continue reading
1
Home Affordability Improving in 39 out of 50 Markets
8:32
8:32
Play later
Play later
Lists
Like
Liked
8:32Mark Fleming digs into the housing market and affordability. He notes that prices are improving in a lot of markets and breaks the trends down on a regional basis. He discusses refinancing vs moving, and how the Fed cutting rates will impact these homeowning categories. Mark also emphasizes that the country has been underbuilding for over a decade.…
…
continue reading
1
Rare Earth Stocks Pullback on China/U.S. Talks
5:14
5:14
Play later
Play later
Lists
Like
Liked
5:14George Tsilis examines the move lower in rare earth stocks like MP Materials (MP), USA Rare Earth (USAR) and Critical Metals (CRML). Over the weekend, Treasury Sec. Bessent indicated willingness from his Chinese counterparts to delay export controls of its rare earth minerals. As George explains, China currently produces the majority of the entire …
…
continue reading
1
Beyond Meat (BYND) Higher on Meme Status: Have the Fundamentals Changed?
6:17
6:17
Play later
Play later
Lists
Like
Liked
6:17John Baumgartner discusses Beyond Meat (BYND) as a company and a meme stock. Trading volume has spiked recently, bringing shares up over 40% over the last five days. “Fundamentals haven’t really changed,” he stresses. “The past 5 or 6 years, we’ve seen this category struggle.” He thinks there’s been too much focus on beef in the industry, it hasn’t…
…
continue reading
1
FOMC Preview: 'Overwhelming Majority' Expect 25bps Cut
7:17
7:17
Play later
Play later
Lists
Like
Liked
7:17Chuck Lieberman is with the "overwhelming majority" in expecting a 25bps rate cut from the October FOMC meeting. He and Bill Lee help preview the Fed's next event. Bill believes that tariff-related inflation fears may be "overhyped" and says any policy mistake could negatively impact the labor market. Chuck chimes in on the Fed's dual mandate sayin…
…
continue reading
Aquiles Larrea's focus on today's Big 3 is double digit gainers over the past year. He starts with the takeoff in Boeing (BA), adding that he's been bullish on this stock "for years." For Caterpillar (CAT), Aquiles cites the government shutdown as a potential headwind but admits the move higher on its chart looks almost like a growth tech stock. La…
…
continue reading