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 ...
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Private Media Local Podcasts
Finally, a media podcast about what’s actually happening in the media—not the over-sanitized, legal-and-standards-approved version you read online. Every Tuesday and Friday, join Dylan Byers, Puck’s veteran media reporter, as he sits down with TV personalities, moguls, political pundits and industry executives for raw, honest, sometimes salacious conversations about the business of media and its biggest egos. “The Grill Room,” an homage to the exclusive dining room within The Four Seasons wh ...
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Exploring the depth and breadth of human knowledge one thread at a time, and see how it all connects. We conduct Unessential Research on topics no one ever asked about. We're not experts in the topics we talk about, but are also not taking corrections. Hosted on Acast. See acast.com/privacy for more information.
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Step into the world of music, creativity, and live entertainment with EMH Productions the global media and concert powerhouse founded by legendary artist Ebi and Mahshid in Los Angeles. Through conversations, behind-the-scenes stories, and industry insights, we explore the dynamic intersections of talent management, concert production, PR, and private events. From managing superstars like Ebi, Arash, Shahin Najafi, Sasy, and TM Bax, to producing unforgettable shows across four continents, EM ...
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🎙️ From Keywords to Connections – The Podcast for Therapists & Private Practice Owners Looking to Grow with SEO 🚀 If you’re a therapist, private practice owner, or wellness professional looking to expand your online presence without getting lost in the complexities of SEO, you’re in the right place! Hosted by Mary Walker, small business owner with a Master’s in Psychology and a Master’s in Marketing, and Winnie Youger-Rash, VP of SEO Services with a Bachelor’s in Psychology, this podcast ble ...
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Bad Table Manners pushes the boundaries of food storytelling in South Asia. Despite a universal love of delicious food, South Asian communities’ narratives and food practices maintain social hierarchies, caste inequalities, and racial and gender discrimination. In spanning both “high” and “low” food cultures, this podcast deconstructs monolithic notions of South Asian or “Indian” food by diving into micro contexts of households, restaurants, neighborhoods, streets and communities. It also re ...
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The Website Success Show: SEO & Website Tips For Beauty & Wellness Businesses Who Want More Website Traffic & Conversions
Jules White: Website & SEO Marketing Consultant
Struggling to get more traffic, clients, or sales from your beauty or wellness website – without spending hours on social media or pouring money into ads? You need simple, effective SEO. This podcast is for beauty, wellness, and purpose-led businesses – including salon owners, skin clinics, medspas, private practitioners, mental health professionals, training academies, and coaches – who want their website to do more than just look good. Each week, you’ll get: Bite-sized SEO strategies you c ...
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Each weekday, Marketplace’s Kimberly Adams makes today make sense along with her Marketplace colleagues, breaking down happenings in tech, the economy, and culture. Because none of us is as smart as all of us.
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Where do I begin building my yoga business? How do market myself? What do I offer to my students? Join Meg Sangimino as she dives into building a sustainable, profitable online yoga business! Featuring bite-sized, actionable lessons in community growth, social media engagement, booking private clients, and selling yoga programs. Let's connect: www.megsangimino.com Facebook Group: www.facebook.com/groups/YogaBusinessStrategy Instagram: www.instagram.com/@meg_sangimino
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Reach your audience anywhere, anytime with original audio, live streaming and video production. Stress-free, affordable content solutions that don’t compromise on quality and results – that’s what we do! As content producers, it’s our knowledge and experience in live streaming, video production and audio that takes the stress out of your production so you can trust your project will be on time, on budget and on brief. Together, we make it easy and fun! Our experience and expertise has seen T ...
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We are “All Things Financial” educators first and foremost!– free to educate without restriction on any financial concept. We invest a tremendous amount of time and money in public and private education with local and regional free-to-the-public seminars. We specialize in helping our clients and their families succeed in planning their perfect retirement. We provide solid and proven principle protecting techniques that you can actually understand! Game Changer Wealth is dedicated to helping ...
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Climate Money Watchdog is a nonpartisan independent watchdog that investigates and exposes waste, corruption, abuse of power with a focus on government expenditures related to climate change mitigation and environmental remediation. When the government and private organizations fail the public or silence those who report wrongdoing, we will be there as an open or anonymous place for them to help expose the corruption and maleficence. We champion reforms to achieve more effective, ethical, an ...
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Pembroke Investigates follows Charlie Pembroke, a former cop turned private investigator, who is drawn to the small village of Fort Augustus to help his old university friend, Anna Forrester, after an ancient amulet is stolen from the local museum. What starts as a simple theft case quickly spirals into a dark mystery involving occult rituals linked to Aleister Crowley. As Charlie digs deeper, he uncovers a web of secrets involving the museum, the locals, and the mysterious disappearance of ...
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We’re losing the illusion that we live in a classless country. But it remains a deeply uncomfortable subject for some and most of the talking about class is been done by people who benefit from the status quo: middle class, private school and tertiary educated. That is, THE AUSTRALIAN MEDIA. Up Ya Class is a counter-point. Hosted by veteran podcaster and comedian Dave O’Neil, slightly less veteran broadcaster and comedian Nelly Thomas, and actual working person with no podcast experience wha ...
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Elevate is a show that explores the latest in elevated living. Join hosts Rob Jensen and Monica Nalbaltoglu as they interview local artisans, business owners, and innovators who make Las Vegas - extraordinary. Each episode, we take you inside elevated living, from multi-million dollar mansions and interior design to private jets, and explore all the facets that make your lifestyle elevated.Rob is the President and Owner/Broker of the Rob Jensen Company, the only real estate brokerage in Las ...
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Tim Haskin has hung around airlines and airports since he was a little kid, and that led to a career with airlines, then in travel technology, time as a private pilot and aircraft owner, an obsession with collecting airline memorabilia, and a deep knowledge of the airline industry and its history. Those many experiences filled his head with a lot of airline stories, but the people around him are tired of hearing about it. The result was Airline Time Machine and a website, social media presen ...
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Welcome to 'Life in Northern Virginia,' where I, your host and lifelong Fairfax resident, bring you two decades of real estate expertise and a world of insights. Join me every week for a treasure trove of information on homeownership, consumerism, and small business. From opulent luxury living to navigating distressed properties, we cover it all. Unearth hidden gems, avoid scams, discover local businesses, and explore remarkable places. Our mission? To inform, educate, and uplift everyone in ...
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--- Veteran owned and operated. --- We are your Central Florida based Upscale Travel Team, trained and certified in all things luxury. We work with suppliers across the world to curate your extraordinary experience of a lifetime every time. From relaxing river cruises down the Nile to taking a private jet to Mykonos, we’ve got you covered. And if it’s local family fun and magic you’re looking for, your customized private Disney VIP tour is just one call away. --- As your Upscale Travel Team, ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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Fed Dovishness Sparks Market Rally, Cautious Tech Bets on NVDA, ORCL, TSLA
10:47
10:47
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10:47Fed Chairman Jerome Powell's recent comments on the labor market, asset values, and risks have sparked a reaction in the markets. Alonso Munoz believes Powell's tone was "a little bit dovish" and that the Fed is likely to prioritize the health and strength of the labor market. Munoz sees room for the market to run despite Powell's valuation concern…
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Micron (MU) posted an earnings beat and guidance above Wall Street's estimates after hours on Tuesday. Marley Kayden, Sam Vadas, and Kevin Green analyze the report and explain how it's driving optimism from investors even after the stock's near-100% year-to-date climb. ======== Schwab Network ======== Empowering every investor and trader, every mar…
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Stock Market Today: MU Earnings, CRWV Upgrades, KVUE Near Record Low
2:07
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2:07What started as a record-setting day for three of the four indices turned into red territory. Micron (MU) experienced volatility after hours when it posted an earnings and guidance beat. CoreWeave (CRWV) tumbled despite getting two analyst upgrades, while Kenvue (KVUE) gained on the session even against commentary from President Trump. Marley Kayde…
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Tuesday's Final Thoughts: AMZN Lawsuit, Oil Moves & All Eyes on Powell
5:26
5:26
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5:26Sam Vadas and Marley Kayden talk about the biggest unsung stories on their minds, from a lawsuit against Amazon's (AMZN) Prime practices to the Fed's latest commentary. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Optio…
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CoreWeave's AI Rally: Lang Sees Growth Despite Risks
7:41
7:41
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7:41CoreWeave (CRWV) is up over 200% since its trading debut in March, but its meteoric rise has some investors questioning whether the AI software company is due for a correction. Bob Lang bullish on CRWV, citing its strong chart and significant runway for growth. However, Lang also highlights potential concerns around customer concentration and capit…
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Overlooked Stock: BBAI Rally Tied to U.S. Navy & Thematic A.I. Moves
5:55
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5:55A move back into small-cap stocks has helped momentum of BigBear.ai (BBAI), says George Tsilis. He also notes the data analysis company getting attention from the U.S. Navy as a catalyst pushing the stock higher. George talks about the macro and technical moves surrounding BigBear.ai that attach it to thematic shifts in the A.I. narrative. ========…
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Analyzing PSKY's Parabolic Move Through Technical Analysis
5:30
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5:30Paramount Skydance (PSKY) has significantly outperformed its streaming peers since its merger and reports of another potential acquisition of Warner Bros. Discovery (WBD). Rick Ducat highlights the astronomical rise of the stock and points out key areas to watch. He also turns to the options front to show where investors are expecting future price …
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The CEO’s Guide to the Investment Galaxy: Breaking Down Markets for Leaders
7:58
7:58
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7:58Sarah K. Williamson joins Market On Close to talk about how CEOs can navigate stock markets and attract patient investors. She is the author of the new book, The CEO’s Guide to the Investment Galaxy. It’s for leaders and aspiring leaders alike, she says, and uses cartoons and a “playful” manner to guide readers. ======== Schwab Network ======== Emp…
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Winter weather is coming, and with it, a draw on natural gas. Peter Gardett discusses U.S. energy supplies and prices, and the energy mix we’re using. Natural gas is “increasingly more important,” he argues, though it is still “seasonally attuned.” He discusses risks to the grid and what new energy technologies mean for these markets. Over the next…
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'Diversification is the Only Free Lunch' & The Market’s Tale of Two Cities
7:24
7:24
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7:24“The market’s telling two different stories.” Eric Metz sees a tug-of-war between discretionary spending and income-dependent spending. He “wouldn’t be surprised” by a tech rotation as valuations stretch. Turning to the Fed, he discusses Powell’s comments today and what the rate cut path could be from here. He’s watching volatility and the VIX clos…
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MU Earnings Preview: Cementing its Place in AI Infrastructure
5:49
5:49
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5:49Stephanie Walter and John Freeman preview Micron (MU) earnings. Stephanie notes that Micron is “leaning in” to HBM chips, which are a prerequisite for AI data centers – potentially bullish, but with raised market expectations, it might not be enough. They discuss how Micron has become more of a strategic play than in the past as it becomes a bedroc…
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Analyst Sets New PLTR Street-High Price Target
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9:05BofA set a new Street high price target for Palantir (PLTR) as it sees significant upward potential in A.I. and international expansion despite its sky-high valuation. Marley Kayden talks about everything investors need to know around the recent Palantir developments driving market discussions. She also weighs in on parallels between Palantir and T…
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A.I. Demand to Fuel MU Earnings, NVDA & AMD's Room to Run
8:28
8:28
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8:28"Expectations are high" for Micron's (MU) earnings but are "even higher" for guidance, says Ali Mogharabi. He notes the stock's significant rally which doubled the price through 2025. Ali says a run higher depends on how Micron shows it has a long-standing place in the A.I. race. That said, he doesn't see the demand for memory diminishing any time …
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Reddit Advertiser 'Gold Mine:' RDDT's Path for Continued Success
6:39
6:39
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6:39LikeFolio's Andy Swan says he's "very bullish" on Reddit (RDDT), pointing to his firm's data showing the company's substantial outperformance to peers when it comes to drawing advertising dollars. He says the conversation-based social media platform offers plenty of data for advertisers to target audiences. Andy adds that its connection to Alphabet…
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Potential for an OpenAI IPO: ‘Never Seen Anything Like it in the History of Technology’
7:29
7:29
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7:29Michael Robinson spotlights the tech sector, discussing Nvidia’s (NVDA) $100B investment in OpenAI and how H-1B visa changes can affect the industry. He talks about the possibility of an OpenAI IPO in the next few years, and how cementing a relationship with NVDA for compute power will give it an edge. As for OpenAI’s growth, Michael says he’s “nev…
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President Trump is not a fan of the United Nations—he made that clear in his speech to the United Nations General Assembly today. Under Trump, the United States has pulled back from several efforts, including U.N. organizations, that have contributed to the country’s so-called soft power goals. On the show today, Joshua Eisenman, professor of polit…
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State of Streaming: PSKY & WBD Merger, Sports Role in Future Growth
6:22
6:22
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6:22Seth Schachner says the potential merger between Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD) would be substantial not just for its size, but also for how "different" each company's content and goals are. Dan Rayburn turns his attention to sports and its potential for streaming's growth, as he points to Amazon (AMZN) Prime's Thursday …
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Recession vs Bull Run: Looking at Historical Fed Cut Results
7:01
7:01
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7:01Kevin Mahn goes back to the history books to gauge the likelihood of recession vs a market climb after the recent Fed rate cut – and he’s more on the bullish side. “There’s more investment coming” in technology and AI, he says, citing Nvidia’s push into OpenAI. He is critical of the Fed and thinks they should have cut rates back in June and expects…
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Tech and crypto-centric stocks take Charles Moon of Prosper Trading Academy's focus on today's Big 3. He sees lots of potential for a short-term bounce in Astera Labs (ALAB), an expected rise in cryptocurrencies benefitting Hut 8 (HUT), and potential for Apple (AAPL) to hit $300 by the end of 2025. Rick Ducat dives into the charts to show technical…
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MU Sales & CapEx Under Microscope After Raising Guidance
5:54
5:54
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5:54Micron (MU) reports earnings after the close on Tuesday, and Paul McCarthy expects a beat and raise from the company. The stock has doubled since the start of 2025, helped by raised guidance Micron released in August. Paul says the print will be all about whether its guidance still lines up with projections and if capex shows strong demand. Tom Whi…
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CRWV "Too Big to Ignore?" Stock Gets Multiple Upgrades
6:09
6:09
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6:09Bullish expectations from analysts pushed CoreWeave's (CRWV) stock higher on Tuesday's session. Wells Fargo says the company has grown "too big to ignore," while Melius Research says cloud's industry growth makes CoreWeave attractive to other companies building out their A.I. infrastructure. Marley Kayden turns to the analyst notes and explains the…
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Examining Stock Market's Role as Economic Driver & FOMC's Interest Rate Divide
8:18
8:18
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8:18Charles Schwab's Kevin Gordon believes the stock market has become increasingly important in acting as a barometer for the U.S. economy. He goes in-depth on how changing wealth demographics play a role in the sentiment shift. On the Fed, Kevin says "hawkish" governors should capture more attention when it comes to rate cut commentary and why they a…
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Small Caps, Bonds & Gold: Focusing on Critical Market Underpinnings
6:16
6:16
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6:16Steve Kolano focuses on small caps and the steepening yield curve. In order for small caps to sustain momentum, he’s focused on economic factors rather than the bond market. He also digs into the labor market, looking to history to compare today’s unemployment conditions to past recessions. Steve also looks at gold, still at record highs, and argue…
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U.S. Pins International Pressure: Eurozone PMI Pockets of Weakness & South Korea's Warning
6:42
6:42
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6:42While September's PMI print didn't move markets in the U.S., Kevin Green urges investors to keep their eyes on international economies. He talks about how Germany is acting as a buoy for the Eurozone PMI as tariff uncertainty lingers over the EU. Additionally, South Korea's president warned of a financial crisis if the U.S. continues its investment…
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D-Wave (QBTS) CEO on Advantage2, Quantum Applications & A.I. Training
7:35
7:35
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7:35Alan Baratz, CEO of D-Wave Quantum (QBTS), returns to Schwab Network to talk about how his company has accelerated its quantum tech into its customer base. He says D-Wave's Advantage2 quantum computer has real-world applications today, with the tech poised to grow in the coming years. Alan later goes in-depth on how his company uses A.I. in model l…
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KVUE Rebounds Against Trump Admin, BA International Boost, AZO Earnings Miss
5:41
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5:41Kenvue (KVUE) rallied Tuesday morning despite the Trump administration linking Tylenol to autism. Diane King Hall notes that analyst commentary may have helped the stock's upward trajectory. Boeing (BA) got a boost off international orders from Uzbekistan and Turkey, while Autozone (AZO) was little changed despite posting an earnings miss. ========…
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Fed Speakers Show Rate Cut Divide, PCE Friday to Add Clarity
5:26
5:26
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5:26Fed Chair Jerome Powell will speak for the first time since the FOMC lowered interest rates last week. Kevin Hincks says it's not just the chair you should listen to. He points to commentary from other Fed governors signaling mixed opinions on how deep the FOMC should cut rates into 2026. Friday's PCE print will add more color to the inflation pict…
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Rick Ducat compares the Micron (MU) chart to fellow chipmakers and the overall tech sector to show how the memory maker is outperforming several names. Compared to other memory storage stocks like Western Digital (WDC) and Seagate (STX), Rick shows how it actually is underperforming in that group. Rick highlights the momentum RSI study remaining in…
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Previewing MU Earnings: 'How Much is Baked Into the Cake?'
7:16
7:16
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7:16Micron (MU) earnings will be the marquee name reporting after Tuesday's close. Phillip Streible joins Diane King Hall to preview the report. He is expecting a "great report" but is wondering "how much is baked into the cake?" Phillip expects strong revenue growth as memory needs have accelerated with A.I. adoption. He notes the potential risks that…
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Woods: Market Activity "Irrational but not Exuberant"
7:53
7:53
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7:53Jay Woods is at the NYSE set with his latest takeaways on the stock market. With indices hitting new all-time highs, he says the rotation within the tech sector has been fascinating to watch including the recent rally in Apple (AAPL). He says the iPhone maker is acting like a staple stock and is watching the $260 level on its chart. For the Russell…
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Wells Fargo and Melius Research analysts each upgraded CoreWeave (CRWV) prior to Tuesday's open. Ben Watson examines the chart patterns taking shape and points to the bullish price action developing over the past several trading days. He highlights $130 as a potential level that was resistance but could turn into support after the most recent run h…
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NVDA $100B OpenAI Boost, AAPL Revival and Gold's Record High
8:34
8:34
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8:34Stocks are defying September's historically bearish reputation, thanks in part to a risk-on tone and a recent Fed policy pivot. Kevin Green discusses the record-moves in equities. Nvidia's (NVDA) $100B AI investment in OpenAI is a major tailwind, with the chipmaker's products set to power the expansion of OpenAI's data centers. Elsewhere, Apple (AA…
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Disney’s Kimmel Pivot & Ellison’s WBD Lasso
33:59
33:59
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33:59Kim Masters joins Dylan to address the existential questions surrounding Jimmy Kimmel’s return to ABC: Will Nexstar and Sinclair actually air the show? How does the creative community in Hollywood feel about this? Is the pressure from the F.C.C. going to subside? Are people going to forgive Bob Iger? Plus, Kim shares the latest updates regarding Da…
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’12-17%’ Market Pullback in the Cards; Looking at REITs, Oil, DE & More
8:42
8:42
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8:42“The pullback has to happen” for a healthy market, Steve E. Orr insists. Stagflation is here, he argues: “this is a very weird time to be in.” He expects 12-17% correction in the next few months, but notes a substantial amount still in money markets that could enter stocks. If a fall happens, he would “absolutely” be buying the dip. He likes REITs,…
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Stock Market Today: NVDA's $100B OpenAI Investment, AAPL Rally, MTSR Acquired
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2:07It was another record-setting day for most of the major indices, helped by Nvidia's (NVDA) announcement that it will invest $100 billion into OpenAI. Apple (AAPL) rallied after Wedbush's Dan Ives upped his price target of the stock, as did Metsera (MTSR) after it was acquired by Pfizer (PFE). Marley Kayden takes investors through an eventful start …
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H-1B Fee Hike: Big Tech Gains, Small Biz Struggles, Global Shift Accelerates
8:42
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8:42The proposed substantial fee hike for H-1B visas could give big tech companies a competitive edge in poaching U.S.-based foreign talent, while smaller businesses might struggle to keep up. John Kaplan believes this could accelerate the shift to global hiring and remote work, potentially benefiting U.S. workers in the short term but having long-term…
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Overlooked Stock: TEM Taps All-Time High on FDA Clearance
4:22
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4:22Tempus AI's (TEM) RNA-based vitro diagnostic device got clearance from the FDA for use. The company reached record highs on Monday's session but pulled back by the closing bell. George Tsilis talks more about the development and why he believes Tempus experienced a pullback. ======== Schwab Network ======== Empowering every investor and trader, eve…
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NVDA's OpenAI Investment Start of A.I. "Superscale Buildout"
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7:52Nvidia's (NVDA) $100 billion investment into OpenAI "all about power," says Investopedia's Caleb Silver. He considers deals like this "necessary" for companies to truly capitalize on the future of A.I. Caleb believes a handful of energy companies will win in what he calls the "superscale buildout." ======== Schwab Network ======== Empowering every …
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Betsy Moszeter on Investing with Transparency & Purpose with the Causeway Platform
7:35
7:35
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7:35Betsy Moszeter from Newday Investments explains her firm’s investing philosophy and their new platform, Causeway. They combine investments with nonprofit work – they partner with the Jane Goodall Institute, for one. She talks about their focus on transparency, impact reports, and choosing single-issue groups. Betsy covers cutting through worries ab…
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Marta Norton on the U.S. vs China’s Tech Sector
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9:03
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9:03Marta Norton calls the tone out of the Fed “less dovish” than people expected. She discusses geopolitics as a source for tech stock volatility, contrasting the U.S. and China and their approaches to the tech sector. She also covers valuations in the tech sector and thinks investors should “shave off their expectations” a bit for the future after a …
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Market Overtime: How Fed Rate Cut Impacts Economy & Investors
51:00
51:00
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51:00In the wake of the FOMC decision to cut interest rates by 25bps, Nicole Petallides interviews two market minds with their takeaways from the central bank's decision. First, Dan Niles provides his macro commentary before turning his trading attention to the state of the A.I. trade. Then, former Fed official Danielle DiMartino Booth makes the case fo…
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The Mega-Bull Case: Herriage Picks TSLA, SMR, Gold, Bitcoin & More
7:39
7:39
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7:39Tyler Herriage thinks this bull market has “the potential to exceed” the dot-com boom in “both length and size.” He is bullish on semiconductors and considers us “within the early innings” of the rise. He says he will continue to use every pullback as an opportunity to buy the dip. Tyler is also extremely bullish on gold, both the metal and miners.…
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LLY & NVO Lead "Very Early Stages" of GLP-1 Market, PFE Reenters
8:11
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8:11Scott Zari says we're in the "very early stages" of the weight loss market. He points to Eli Lilly (LLY) as the market leader but notes Novo Nordisk (NVO) as a strong competitor, especially as it develops a Wegovy pill to compete against Eli Lilly's Zepbound. Scott also touches on Pfizer's (PFE) acquisition of Metsera (MTSR) and called it Pfizer's …
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Toomey: ‘Fundamentally Wrong’ for Investors to Lack Private Market Access
6:45
6:45
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6:45John Toomey covers diversification keys and how the practice has changed over time. He argues public markets have narrowed, with gains coming from a small share of companies, while private markets have ballooned. He discusses how private market access has expanded for 401(k) accounts and the opportunities for investors. John thinks the current syst…
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Potential Market Correction as Economy Slows
9:51
9:51
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9:51Glenn Dorsey “definitely” expects the economy to slow but anticipates the U.S. consumer will continue to spend. He sees a “pretty good tailwind” for earnings ahead after looking at historical context but thinks we could see a market correction before the end of the year. He looks at potential opportunities in tech and AI, telling investors to consi…
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SNAP Experiencing "Technical Burst" Amid TikTok Uncertainty
4:38
4:38
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4:38Snapchat parent company, Snap Inc. (SNAP), is experiencing what George Tsilis calls a "technical burst" of activity. It comes as headlines swirl around TikTok's future, though George doesn't link the two together. Instead, he believes the rally comes from a broader move in investors seeking value in small and mid-cap social media companies. =======…
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Clock's Ticking on TikTok: Where ORCL Stands in Potential Acquisition
5:25
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5:25Luke Yang with Morningstar offers a big picture perspective on what Oracle (ORCL) needs to truly benefit from taking ownership in TikTok. He says Oracle has become a vehicle to benefit from its cloud industry and ties to OpenAI, though it will have work to do if it muscles a deal with the social media giant. ======== Schwab Network ======== Empower…
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NVDA Taps All-Time High with $100B OpenAI Investment
6:52
6:52
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6:52Nvidia (NVDA) is making a 12-digit investment into OpenAI. The market leader will use $100 billion to help OpenAI build at least 10 gigawatts worth of data centers for the ChatGPT parent company with deployments starting next year. Marley Kayden notes that the massive investment shows confidence in the A.I. story but adds it will take a long time f…
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Ca$htag$: Crocs (CROX) HEYDUDE Deal Disappointment, ‘Generational’ Fashion Shift
6:49
6:49
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6:49Likefolio’s Andy Swan comments on the Piper Sandler teen survey showing a drop off in popularity for Crocs, along with Nike (NKE) and Converse. He thinks a “generational shift” is going on, with web visits and stock price both dropping. Andy discusses the cyclicality of fashion, and emphasizes that Likefolio’s international data is limited, even as…
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Webtoon (WBTN) COO on Disney Comics Deal & the Agility of Web Comics
7:01
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7:01David Lee, COO & CFO of Webtoon (WBTN), discusses the online comic business. He notes that most of the creators working on their platform have other full-time jobs. However, webcomics are increasingly being turned into movies, he adds. Gen Z consumers are a big part of their audience, and David attributes Webtoon’s success to its vertical digital f…
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