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NKE "Multi-Year Recovery" Story, TXN Upgrade, CSCO Downgrade

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Manage episode 497018119 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

JPMorgan became Nike's (NKE) newest bull. Sam Vadas talks about the "multi-year recovery" the firm sees and how it signals a shift in retailer views after weathering tariff uncertainty. Texas Instruments (TXN) also got an upgrade from Wolfe Research, believing the company is "well positioned" to benefit from a cyclical recovery. Not all tech got favorability Monday morning, with Sam explaining Evercore ISI's downgrade on Cisco (CSCO).

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6638 episodes

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Manage episode 497018119 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

JPMorgan became Nike's (NKE) newest bull. Sam Vadas talks about the "multi-year recovery" the firm sees and how it signals a shift in retailer views after weathering tariff uncertainty. Texas Instruments (TXN) also got an upgrade from Wolfe Research, believing the company is "well positioned" to benefit from a cyclical recovery. Not all tech got favorability Monday morning, with Sam explaining Evercore ISI's downgrade on Cisco (CSCO).

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

  continue reading

6638 episodes

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