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The Advisor Media Network Podcasts

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Actionable conversations on mindset, self-improvement, wellness, mental health, and spirituality—so you can level up without burnout. Host Stacey Chillemi and Co-Host Lisa Urbanski share practical strategies, proven habits, productivity systems, and advice you can use today. Weekly episodes include Mind & Body conversations (resilience, energy, purpose, spirituality). Follow now for step-by-step advice to build a life you love—without burnout. New episodes weekly. Follow The Advisor with Sta ...
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Schwab Network

Schwab Network

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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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Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Me ...
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Get cutting-edge news, tips, tricks, and trends from the biggest, brightest, and most innovative people in business. The Strategic Advisor Board Podcast will take you around the world to gain different perspectives from industry leaders in all niches. They will share their stories, struggles, and wins in business. Tune in today and grab the golden nuggets that are here for you to implement in your life and business.
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Zee Michaelson Travel

Zee Michaelson & Jay Lawrence

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A Travel Podcast. The Zee Michaelson Travel Podcast is devoted to the travel industry. Produced by Collage Travel Media Network, a company that produces Podcasts, Streaming Radio, Travel Expos and Travel Advising. Your guide to travel is Zee Michaelson a Travel Advisor and Jay Lawrence your concierge of podcast travel. Episodes are about 30-minutes about everything and anything you want to know about travel. Travel tips and more. Guest Travel Advisors. We work closely with travel vendors to ...
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Words To Win By

Wonder Media Network

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Words To Win By* takes listeners on a journey around the globe with renowned communications researcher and campaign advisor Anat Shenker-Osorio as she unpacks real-world narrative shifts that led to real-world victories. *Formerly called Brave New Words Hosted on Acast. See acast.com/privacy for more information.
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My name is Erin Smith and I created the Driven Women Project to shine a light on female role models who have not sacrificed their feminine identities in order to excel in male dominated careers. Together we aim to inspire more women to pursue the careers they want while remaining true to their core values, and ultimately closing the gender gap at the leadership level in male-dominated spaces. After I earned my masters degree in Sport Psychology, I transferred my expertise to the male dominat ...
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There are many elements in our lives that affect our well-being and there are many ways that we can explore them. One avenue to optimal self-care is having open, honest conversations about what it means to be well. Navigate love and relationships, purpose and meaning, mental health and wellness, success and failure, and all of those things that make us human with Whitney Lauritsen on This Might Get Uncomfortable. Whitney has over 13 years of professional experience in the health, wellness, a ...
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Ben Mulroney is regarded as one of Canada’s premier television and radio hosts. He is best known as the former co-host of Your Morning and Etalk and host of Canadian Idol, which was the most watched English-language Canadian television show on record for the entirety of its six-season run. As a preeminent host, emcee, and interviewer, Mulroney infuses galas, conferences, and every event he’s involved in with his signature humour, charisma, and warm personality. Despite being the son of forme ...
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The Jason & Scot Show - E-Commerce And Retail News

Jason "Retailgeek" Goldberg, Publicis & Scot Wingo, Channel Advisor

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Join hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Founder and Executive Chairman of Channel Advisor, as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.
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The Growth League

Wonder Media Network

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Hi, I’m Diana Kander and like you, I feel the call to grow. I'm a midwestern mom of two, balancing a career as a keynote speaker, and trying to leave the world a little bit better than I found it. Each week on The Growth League, I seek out the most remarkable women leaders and uncover their rules for growth. Whether you’re trying to get better at your presentation skills, get that next promotion or even do your first pull up, each episode will provide you with a New Rule for Growth to superc ...
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NOW and NEXT

Story Studio Network, Dave Trafford

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Welcome In! This is NOW & NEXT. Story Studio Network's Chief Executive Producer Dave Trafford pokes holes, pokes fun and provokes the "second thing that comes to mind" on the big stories of the week. His regular contributors include a bi-weekly visit by the Now and Next C.A.S.T (Comms and Strategy Team!) Lindsay Broadhead brings her comms experience and insights base on her time leading teams at the Toronto Region Board of Trade and, most recently, the Chief Communications Officer at the Cit ...
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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 ...
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A Social Advisors podcast focused on giving you tips on how to use direct messaging techniques to find prospects and create business relationships through social media messenger platforms. We focus on LinkedIn however these techniques can be applied to any social media outlet. At Social Advisors we help Financial Advisors grow their target network and increase sales with LinkedIn. You can visit our website at: https://social-advisors.com/ Subscribe to our Youtube Channel here: https://www.yo ...
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Welcome to the Passports, Profits and Pixie Dust podcast! Host Lindsay Dollinger shares tips, strategies, stories, and inspiring interviews from women entrepreneurs who are doing the things that will help you grow your purpose-driven business you want without burnout...with some pixie dust (FUN) sprinkled in! On this show we talk building a community on and off line, social media strategies, productivity methods, emails and funnels, and so much more! Are you ready to be empowered to start or ...
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the brAIn - real AI intelligence for media & entertainment

Peter Csathy, media, entertainment, AI & tech expert (chairman of Creative Media)

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All about how generative AI is transforming the world of media and entertainment - hosted by leading expert Peter Csathy of Creative Media (creativemedia.biz). "the brAIn" features Csathy's "insider" insights about the latest developments in generative AI and its impacts on media, entertainment, and the entire creative community. It also features interviews with leading artists, innovators, entrepreneurs, executives, and influencers. Each episode starts with Peter's humorous rundown of the l ...
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Leadership Rising

Dee Daniels Media Podcast Network

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Welcome to Leadership Rising - the podcast from Accelerate Leadership Group. The voices of Leadership Rising: Jim Urban, a passionate and highly skilled communicator and leader. Jim is also a licensed therapist, group private-practice owner, and specialist in working with couples and business leaders. He has a high level of training in individual and organizational psychology, relationships, and conflict-resolution. Rebecca Schleifer, - her mission in life is simple... to teach people how to ...
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Learn from experts to grow your career faster with fewer struggles. From job-searching to career growth, your success doesn't have to be a mystery. Listen in for unique opportunities, insights & tips from top industry experts & more. Hosted by former Boston Globe journalist and serial entrepreneur Suzanne McDonald, connect with a wide network of pros from the Interactive Marketing Insights podcast & beyond. Brought to you by ROIinU.com: a skills-packed, live-interactive course to guide aspir ...
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Get better at marketing in just a few minutes. This show is for business leaders and entrepreneurs. You'll get a mix of practical marketing tips, insights on the business landscape in relation to media, personal finance and wealth management perspectives, and fun pop culture tie-ins. Episodes average ten minutes and are evergreen. This show is designed to be concise, thought provoking, and entertaining. Everything comes back to marketing and psychology but you'll come to enjoy the variety an ...
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The Investor Show

ETN Network

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TV Show Host, Investment Advisor, 4x Award Winning Children finance Author, International Speaker & military veteran Prince Dykes was introduced to finances while serving as a logistics specialist on submarines in the US Navy. He earn an Associate, Bachelor’s and Master’s in Business Administration, Series 65, Series 63, insurance licenses and Certified Financial Educator Instructor while serving. In 2013 he founded Royal Financial Investment Group and the highly successful YouTube channel, ...
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Are you tired of feeling anxious about the lack of growth in your business? Are you sick of not knowing where to start in looking for your ideal client or even how to attract them? Do you wish that you could quit posting your every thought and moment to social media so that you are noticed? How do you create more time and get more productively done in your business? Should you hire a VA? In this podcast, you will find truth to who YOU really are as an entrepreneur. Welcome Home! I‘m glad you ...
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Solomon Success » Podcast

Jason Hartman

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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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Podcast Description: The Investor Relations Podcast Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, or ...
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Want your face to look fresher, not fake? This episode breaks down how to restore volume the smart way with pro tips that keep you looking like you. Certified injector Amy Ingle joins Host Lisa Urbanski to demystify facial volume loss and the fillers that actually work. You’ll Learn: What really causes volume loss (and what speeds it up) Which fill…
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Hawkish commentary from Fed speakers, a lack of economic data, and trouble balancing a dual mandate are all headwinds Rebecca Walser (@walserwealth) sees hitting the Fed. She explains how they conglomerate into markets pricing in a lesser chance for a December interest rate cut. On the A.I. trade, Rebecca talks about "bubbleistic" and "prickly" vie…
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Melissa Armo says markets can continue selling action into and after Nvidia's (NVDA) earnings. If investors don't react positively to the report, she expects the stock to gap down and add to already bearish sentiment currently eating at the A.I. trade. While she likes Palantir (PLTR), Oracle (ORCL), and Dell Technologies (DELL) long-term, Melissa i…
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“Hollywood’s going to get smaller,” Seth Schachner argues as Warner Bros. Discovery (WBD) goes on auction. He discusses potential bids for WBD, including from Paramount Skydance (PSKY), Comcast (CMCSA), and Netflix (NFLX) and what each could get out of the deal. He also talks about how this will affect the landscape for consumers, with the feeling …
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John Blank and Eric Winograd cover the impact of the U.S. government shutdown on households and what the Fed might decide to do in December. Eric previews the September jobs report we will see later this week, though he notes the shutdown had not begun yet and we won’t see the impact yet. He thinks the October payrolls could be an “outright negativ…
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@WindowsCentral's Daniel Rubino believes Nvidia (NVDA) will post a great earnings report, the real question comes down to guidance. He says the Mag 7 giant will be a continuing market mover but makes the case that the A.I. bubble shows no signs of popping anytime soon. One company he sees acting as a long-term threat to Nvidia: AMD Inc. (AMD), afte…
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Warren Buffett's Berkshire Hathaway (BRK/B) now has Alphabet (GOOGL) as its 10th biggest holding. The firm revealed in a recent filing that it added a $3.4 billion stake in the Mag 7 giant while trimming its Apple (AAPL) stake by over $10 billion. Marley Kayden explains what makes the move so significant as Buffett begins to make his exit as Berksh…
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Likefolio’s Andy Swan previews Home Depot (HD) earnings. After a “very difficult ride,” Andy thinks both HD and Lowe’s (LOW) might be able to turn the corner. A key question is how much they will have to discount to get customers in the door. If the macro economy turns positive next year, and rates drop, he thinks HD is set up nicely. ======== Schw…
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The Wall Street Journal published a report saying Tesla (TSLA) is turning away from China-made auto parts in favor of those made by American automakers. Joseph Vellone says it signals a shift other automakers have followed in adding money back into the American economy while hedging against national security risks from China. On the general EV land…
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Ryan Frazier, CEO of Arrived, explains their real estate investment platform, which allows investors to buy fractional shares of houses. It allows investors to buy with as little as a $100 threshold, aiming to bridge the gap for retail investors who traditionally struggle to invest in real estate. He explains how Arrived works and discusses their r…
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Guest: Max Fawcett, Lead Columnist for Canada's National Observer Guest: Dimitri Soudas, Former Director of Communications for Prime Minister Stephen Harper If you enjoyed the podcast, tell a friend! For more of the Ben Mulroney Show, subscribe to the podcast! ⁠⁠⁠⁠⁠⁠⁠⁠https://link.chtbl.com/bms⁠⁠⁠⁠⁠⁠⁠⁠ Also, on youtube -- ⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtub…
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Scott Bauer with @ProsperTradingAcademy turns to the A.I. trade on today's Big 3 and explains why he's watching Palantir (PLTR), Palo Alto Networks (PANW), and Alibaba (BABA). As Scott highlights his example options trades, Rick Ducat turns to his technical analysis in the stock charts. ======== Schwab Network ======== Empowering every investor and…
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Ed Siddell expects a Santa Claus rally before the end of the year. He anticipates positive earnings for Nvidia (NVDA) but warns that guidance may be more important in this report. He sees a bull market in AI for the next year but warns of the impacts of perceptions of a bubble. Ed thinks the job market will pick up and says that job numbers have be…
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If you enjoyed the podcast, tell a friend! For more of the Ben Mulroney Show, subscribe to the podcast! ⁠⁠⁠⁠⁠⁠⁠⁠https://link.chtbl.com/bms⁠⁠⁠⁠⁠⁠⁠⁠ Also, on youtube -- ⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@BenMulroneyShow⁠⁠⁠⁠⁠⁠⁠⁠ Follow Ben on Twitter/X at https://x.com/BenMulroney Insta: ⁠⁠⁠@benmulroneyshow⁠⁠⁠ Twitter: ⁠⁠⁠@benmulroneyshow⁠⁠⁠ TikTok: ⁠⁠⁠…
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Home Depot (HD) investors hope the company can build a solid foundation heading into 2026 with Tuesday's earnings report. Sky Canaves warns that the guidance could be more "conservative" than investors expect. She says the last quarter of 2025 being a quiet one for growth. However, Sky sees tailwinds through the company's scale and ecommerce expans…
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Dell Technologies (DELL) got a double downgrade from Morgan Stanley due to a surge in memory prices that the firm believes will hit margins. Morgan Stanley also downgraded HP Enterprise (HPE) and HP Inc. (HPQ). Marley Kayden offers more insight into the analyst downgrades and how the narrative correlates with the stock rallies in names like Micron …
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Construction spending is still holding up in a fog caused by a lack of economic data, says Kevin Green. He takes a look at the latest, long-delayed print as the numbers hit the wire. KG adds that the market is trying to digest the state of the A.I. trade after investors showed concern around expanding spend for the technology. Looking beyond tech, …
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Guest: Tony Chapman, Host of the award winning podcast Chatter that Matters, Founding Partner of Chatter AIGUEST: Derryn Shrosbree, a family farmer and founder of 33seven If you enjoyed the podcast, tell a friend! For more of the Ben Mulroney Show, subscribe to the podcast! ⁠⁠⁠⁠⁠⁠⁠⁠https://link.chtbl.com/bms⁠⁠⁠⁠⁠⁠⁠⁠ Also, on youtube -- ⁠⁠⁠⁠⁠⁠⁠⁠http…
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Today's @CharlesSchwab Big Picture panel turns to the slew of economic data that will trickle into markets now that the U.S. government has reopened. Kathy Jones makes the case that the September jobs report expected Thursday will see heavy revisions due to the risk of it already being outdated. She also explains how "too high" inflation doesn't gi…
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Jim Bianco (@BiancoResearch) says inflation is a bigger problem for the economy instead of jobs. He explains how the "K-shaped economy" many experts have hinted toward is closely tied to rising inflation, using Target (TGT) as a barometer for his metrics. On the FOMC, Jim touches on how Fed governors will use December's meeting to show their indepe…
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GUEST: Tom Korski – Journalist with Blacklocks reporter If you enjoyed the podcast, tell a friend! For more of the Ben Mulroney Show, subscribe to the podcast! ⁠⁠⁠⁠⁠⁠⁠⁠https://link.chtbl.com/bms⁠⁠⁠⁠⁠⁠⁠⁠ Also, on youtube -- ⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@BenMulroneyShow⁠⁠⁠⁠⁠⁠⁠⁠ Follow Ben on Twitter/X at https://x.com/BenMulroney Insta: ⁠⁠⁠@benmul…
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If you enjoyed the podcast, tell a friend! For more of the Ben Mulroney Show, subscribe to the podcast! ⁠⁠⁠⁠⁠⁠⁠⁠https://link.chtbl.com/bms⁠⁠⁠⁠⁠⁠⁠⁠ Also, on youtube -- ⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@BenMulroneyShow⁠⁠⁠⁠⁠⁠⁠⁠ Follow Ben on Twitter/X at https://x.com/BenMulroney Insta: ⁠⁠⁠@benmulroneyshow⁠⁠⁠ Twitter: ⁠⁠⁠@benmulroneyshow⁠⁠⁠ TikTok: ⁠⁠⁠…
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Brian Mulberry discusses whether investors should buy into megacap earnings as Nvidia (NVDA) gears up to report Wednesday. His stock picks now include Walmart (WMT), which is doing a “great job” in capturing the consumer’s wallet and Crown Castle (CCI), which lives in the “orbit” of the AI trade and benefits from 5G expansion. ======== Schwab Netwo…
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Stifel upped its price target on Tesla (TSLA) to $508 from $483 on better expectations for the Mag 7 company's autonomous driving runway and earnings growth. Diane King Hall offers a look at the road ahead for Tesla. She also notes an EV competitor in XPeng Inc. (XPEV), where U.S.-based shares fell after the company's guidance disappointed. Diane l…
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Roundhill Investments' Dave Mazza offers a wide perspective on the market moves seen over the last week. He believes investors in high-flying stocks tied to A.I., quantum, and nuclear are reassessing the current economic environment and taking chips off the table until there's more clarity. That said, Dave says "under the radar" plays have seen hug…
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Rick Ducat compares Boeing's (BA) 2025 outperformance to the rest of the Industrial and Defense companies. However, Rick looks at the relative downtrend from Boeing's summer highs. He highlights the zone between $188-$195 as a potential longer-term support area. Rick shows how the exponential moving averages are tilted downward. Later, Tom White dr…
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Nvidia's (NVDA) earnings after the close on Wednesday will undoubtably be the biggest market mover of the week. Kevin Hincks attributes the company's seemingly endless connections as critical to the stock market. However, Kevin urges investors not to discount delayed economic data finally hitting the wire this week following a record government shu…
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Andrejka Bernatova joins Diane King Hall at the NYSE to discuss the state of companies going public. She explains the reasons why some choose to go via SPACs and others choose IPOs. She also shares her company Dynamix Corp.'s (ETHM) role in taking The Ether Machine public. Andrejka discusses the importance of a healthy balance sheet when choosing t…
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Kevin Green and Diane King Hall kick off the week with a look at what's ahead, including most notably Nvidia (NVDA) earnings. KG isn't sure there will be a "major market impact" this time around, but will be curious to see the A.I. chipmaker's guidance. Elsewhere in the Mag 7 space, Warren Buffett's Berkshire Hathaway (BRK/B) announced a big stake …
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Rachel Dashiell examines the chart of Micron (MU) following a price target hike from Rosenblatt. Micron recently hit all-time highs above $257 as shares are up about 300% from its April lows. She looks at the recent resistance around $256 and this morning's break of a possible triangle pattern. On a 1-year chart, Rachel shows the close correlation …
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On the heels of Xpeng's (XPEV) earnings report, Karl Brauer looks at what is driving the Chinese automaker heading into the end of the year. He points to the crowded EV market in China and compares the car company to Nio (NIO) and BYD (BYDDY) saying there will be a "shake-out" to see which automakers will survive. Karl says the lower-priced EV offe…
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What if the other side of your brain holds the key to healing? Lisa Urbanski and Fredric Schiffer, MD, unpack Dual-Brain Psychology; fast, practical ways to ease depression, trauma, and addiction. You’ll learn: Why trauma can “live” in one hemisphere How to activate the healthier side for relief A simple visual/light stimulation technique to try Wh…
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In this episode of the 'Passports, Profits, and Pixie Dust Podcast,' host Lindsay Dollinger, a business coach and lead generation coach, discusses the significance of evolving your business strategies to reach new heights. She reflects on her decision to leave a long-time coaching program to seek new mentorship that aligns better with her current b…
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WhiteFiber (WYFI) CEO Sam Tabar says the demand for A.I. buildout is "very real," adding that the A.I. stock sell-offs are far overdone. He attributes the slowdown to a struggle to find power, a headwind he sees persisting for data centers. Sam also explains WhiteFiber's role in the A.I. buildout and the company's long-standing relationship with Nv…
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David Wagner argues the current market pullback could be a signal that it’s going to climb higher. “The path of least resistance continues to be up,” he says, “the key tenets of the market continue to remain.” David likes Nvidia (NVDA), anticipating a beat and raise on its earnings next week, Progressive (PGR), a “contrarian call,” making the bull …
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Sell off pressure is coming for tech this week, with Softbank selling out of Nvidia (NVDA), Michael Burry shorting tech, and fears around an AI bubble. David Dietze covers the fears roiling the market and says all eyes are on Nvidia (NVDA) earnings next week. If they miss, or they don’t beat the “whisper numbers” of the market, he thinks the whole …
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On the heels of Coinbase's (COIN) decision to reincorporate to Texas, George Tsilis examines the crypto-company's business model and latest earnings report. He walks through the competitive landscape for Coinbase and the headwinds facing crypto investors. George also discusses the technicals on the COIN chart, highlighting its relative underperform…
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Steven Orrell talks about everything surrounding the gold trade. He notes gold's recent slide from all-time highs but sees the metal recapturing records as central banks continue to accumulate. Steven offers his investment strategies for retail investors, from buying gold outright to using gold miners as leverage. He compares the asset to its siste…
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Tech took a beating this week but a lot of stocks rebounded into Friday to close the trading week. One asset that did not recover: Bitcoin, as the cryptocurrency remained below $100,000. Marley Kayden and Sam Vadas talk about the price action and other unsung headlines surrounding the trading day, from Fed speaker commentary to the bidding war for …
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David McAlvany provides an in-depth look at the metals market, discussing gold and silver price predictions. He notes that gold is up over 55% and silver is up 73% year-to-date. He attributes gold's ascent to central bank buying. He also projects silver will reach $65 by Q1 2026 and could flirt with triple digits in the next 2 to 3 years. ======== …
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Peptides are having a moment — but not all of it is safe. 👀 In this episode, Lisa Urbanski and Nahum Justin Vizakis (Spiritual Bodybuilder) break down the real story behind peptide therapy: the benefits, the risks, and why some people heal fast while others don’t. Nahum explains how peptides like BPC157 + TB500 (the “Wolverine stack”) can help gut …
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Topgolf Callaway Brands (MODG) could be sold to Leonard Green, according to reports. News of the tentative acquisition sent shares rallying on Friday's session. George Tsilis considers the headline one that was needed for sentiment surrounding Topgolf. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib…
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DoorDash (DASH) rallied on Friday but saw a staggering sell-off just a week prior following its earnings report. Rick Ducat shows a possible floor forming after the stock hit the brakes post-earnings. On the options front, he notes traders' wider view of the stock when pairing options activity to technicals. ======== Schwab Network ======== Empower…
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Ed Meyercord, CEO of Extreme Networks (EXTR), explains how the company is taking advantage of the AI revolution and walks through their latest earnings. Extreme Networks provides internet in large areas like stadiums, malls, and even the NYSE. He discusses the competitive nature of the field and how a relatively small company is finding its way vs …
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Eric Lascelles thinks the U.S. economy is in “slight decline,” which leaves rate cuts on the table for the Fed in December. He’s looking forward to September payrolls data at the end of next week. He discusses the scattered Dot Plot and disagreements within the Fed on the rate path as conflicting signals bounce around. He also talks about the poten…
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Lisa Martin sees data centers powering a "global infrastructure wave" for the coming years. While she notes short-term headwinds, Lisa sees the A.I. trade "maturing" that will level trade volatility and create a strong foundation for tech growth. Mark Gibbens believes the largest bottleneck to the buildout will be power but sees an A.I. "super cycl…
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Ann Marie Jonkman explains consumer expectations for the holiday shopping season. She says speedy, timely delivery is critically important, and consumers are shifting to shopping earlier to make sure everything arrives on time. Other concerns include sustainability and avoiding shipping fees. She says AI can help increase customer satisfaction by b…
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Bitcoin has taken a beaten with its price action in recent weeks, though the cryptocurrency remains 50% above levels prior to the 2024 presidential election. Bitcoin-holder Strategy (MSTR) is now below its pre-election levels and 60% off its all-time high. LikeFolio's Andy Swan says the company faces much more competition, which adds pricing pressu…
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Stephen Sopko and William Kerwin break down Applied Materials (AMAT) earnings. Stephen thinks the company has done a great job pivoting from China to other Asian markets, but questions if they can continue their growth outside of export-restricted companies. William raised his fair value estimate to $225, citing their guidance into the first half o…
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Shelly Antoniewicz spotlights the economy and consumer, saying the government could probably easily release the September jobs data, but October might be trickier. “The employment picture data is going to be critically important to the Fed’s decision” around rates in December, she stresses. Shelly gives her forecast for 2025 GDP and comments on the…
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