Podcasts about adbe

Dan Deming and Sam Vadas react to the latest earnings move from Adobe (ADBE) as shares fall to a near 7-year low. Dan wonders if the selling pressure is a "canary in the coal mine" for the overall AI trade. He demonstrates an example options strategy for ADBE before providing his takeaways on this week's tumultuous trading environment with back-and-forth swings in the energy space. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

SUMMARY DEL SHOW Futuros en verde antes de una mañana cargada de datos: PCE y GDP como los catalizadores principales para tasas y expectativas de la Fed. Core PCE esperado en 3.1% anual vs 3.0% previo: inflación aún “pegajosa” y menos espacio para recortes pronto; hoy también sale JOLTS como termómetro del empleo. $ADBE cae fuerte por anuncio de salida del CEO pese a buenos resultados; $META baja tras reporte de que su modelo “Avocado” se retrasa y no iguala a rivales.

In software's staggering sell-off, Adobe (ADBE) is a stock Rick Ducat calls "one of the worst" companies in the sector to face bearish price action. He notes a rebound in recent weeks but sees resistance building a wall against a further push higher. Rick runs investors through his technical analysis and monitors options activity to weigh if bulls can take over stock momentum.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Market volatility is “all part of the process,” says John Buckingham, telling investors to pay attention to the prices they're paying for stocks. “We like what we've been seeing in this market.” He argues value stocks perform well during inflationary times; the only thing that worries him is a recession. As a stock picker, he says this year has been successful, highlighting AI names like Adobe (ADBE), Cisco (CSCO) and NetApp (NTAP), and financials like JPMorgan (JPM) or Goldman Sachs (GS).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

“The narrative is way more important than the numbers” for Adobe's (ADBE) earnings Thursday afternoon, says Daniel Kern. “There's the fear that they're going to be hit on both sides” of their business, with price sensitivity “a real factor” for the consumer and pressure on enterprise. He's looking for whether their AI-integrated suites are continuing to see demand. Tom White offers an example options trade.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

CEOs say they won't add many jobs in 2026, signaling a fundamental shift toward a 'low-hire, low-fire' labor market. This new employment paradigm could reshape everything from consumer spending patterns to corporate profit margins as companies prioritize efficiency overgrowth.Today's Stocks & Topics: Occidental Petroleum Corporation (OXY), Market Wrap, Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares (VSS), Vanguard Total International Stock Index Fund ETF Shares (VXUS), Bonds, Adobe Inc. (ADBE), The New Labor Market Reality: Low-Hire, Low-Fire Economy Becomes the Norm, ConocoPhillips (COP), 401k Match, Credit Markets, iShares MSCI Mexico ETF (EWW), Lincoln National Corporation (LNC), Oil Supply.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

In dieser Folge analysieren wir die eskalierenden Spannungen rund um den Iran und was das für Öl, Gold und Silber bedeutet. Außerdem nehmen wir die angeschlagene Software-Branche unter die Lupe: Ist die aktuelle Schwäche bei ADBE, CRM und NOW eine Branchenkrise oder eine Kaufgelegenheit?  Unser Podcast wird unterstützt durch CapTrader: ⁠https://www.captrader.com/⁠   Mehr zum Thema professioneller Optionshandel:  • Homepage » ⁠https://eichhorn-coaching.de⁠  • Unser digitaler Optionsbrief » ⁠https://bit.ly/42HTKnC⁠  • Unser Delta-10 E-Book » ⁠https://bit.ly/45muWlE⁠  • Kostenloser Newsletter » ⁠https://bit.ly/2XvvEII⁠  • Instagram » ⁠https://instagram.com/eichhorncoaching⁠  • X » ⁠https://bit.ly/2H9uxIM⁠   Unsere Tools:  • Unser Chartanalyse Tool TradingView » ⁠https://bit.ly/4fcPxf8⁠ * ($15 Guthaben)  • Zum Backtesting unserer Optionsstrategien verwenden wir OptionOmega » ⁠https://bit.ly/3UxSsGH⁠ * (50% Rabatt!)  • & Fastgraphs zur fundamentalen Analyse unserer Aktieninvestments » ⁠https://bit.ly/3YT5DF4 ⁠*  • ⁠Optionstrat zur Visualisierung und Analyse unserer Optionsstrategien⁠ » ⁠https://bit.ly/4gJ2rCf⁠ *  '* Affiliate Link. Wir erhalten eine kleine Provision, wenn du dich über diesen Link anmeldest.   _______________________  Risikohinweis: Dieses Video dient nur der Information und stellt keine Aufforderung zum Kauf oder Verkauf der eventuell erwähnten Wertpapiere dar. Der Handel mit börsennotierten Wertpapieren kann zum Teil erheblichen Kursschwankungen unterliegen, die zu erheblichen Verlusten bis hin zum Totalverlust führen können. Bei jeder Anlageentscheidung, die Sie aufgrund von Informationen, welche aus Inhalten dieses Videos hervorgehen, treffen, handeln Sie immer eigenverantwortlich, auf eigene Gefahr und eigenes Risiko. Die in diesem Video zur Verfügung gestellten Inhalte, wie z.B. Handelssignale und Analysen, beruhen auf sorgfältiger Recherche, welchen Quellen Dritter zugrunde liegen. Diese Quellen werden von der EB Inside Markets GmbH als vertrauenswürdig und zuverlässig erachtet. Die EB Inside Markets GmbH übernimmt gleichwohl keinerlei Gewährleistung für die Aktualität, Richtigkeit oder Vollständigkeit der Inhalte und haftet nicht für materielle und/oder immaterielle Schäden, die durch die Nutzung oder Nichtnutzung der Inhalte oder durch die Nutzung fehlerhafter und unvollständiger Inhalte verursacht wurden. 

Jason and Jeff go completely off-script to discuss what they are actually doing in their portfolios right now. Jeff breaks down why he bought more Datadog on a recent dip and his strategy for adding to Enphase, while Jason explains how he is using options (specifically selling puts) to generate income while waiting for better valuations. Plus, they analyze the risk vs. reward of QuantumScape, debate the new CEO at PayPal, and play a game of "buy or get off the pot" that ends with a live stock purchase.00:53 Unscripted Earnings Season04:34 Jeff Did a Thing06:43 Why Buy Datadog Now09:14 AI Risks for SaaS11:34 Selling Puts Strategy17:06 Market Psychology Chegg19:41 Market Efficiency Long Term23:15 Enphase DCA Dilemma25:46 How to Time Adds28:08 Quarterly Info Is Noise28:30 Enphase Through the Cycle29:49 QuantumScape Solid State Promise31:50 Timing the Entry Price33:53 Asymmetric Upside vs Risk36:24 PayPal CEO Shakeup38:59 Reframing the PayPal Thesis44:48 Small Positions to Fix46:36 Airbnb Growth Proof PointsCompanies mentioned: ABNB, ADBE, CHGG, DDOG, ENPH, PYPL, QS, UPSTFind where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com*****************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader

The S&P 500 is flashing a caution signal as options positioning turns defensive. Scott Nations explains why a spike in the RiskDex suggests rising downside risk, even with markets near highs. He highlights cheap upside calls, flags Adobe (ADBE) as vulnerable to AI disruption, and favors industrial names like Deere & Co. (DE) and Caterpillar (CAT) while outlining options strategies to navigate growing volatility.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Todays podcast is about identifying when an opportunity may present itself. I go over software ($IGV) and tech ($XLK) and show charts with Bollinger Bands and other indicators you can use to help identify when a stock might turn around. Plus I'm leaning heavily in to Sidekick on Trendspider as it's been a game changer with it's analysis. ⁠⁠⁠⁠⁠⁠⁠Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dailystockpick.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha's Tool kit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

In this news-style episode, Simon and Dan break down Citrini Research’s The 2028 Global Intelligence Crisis—a “note from the future” dated June 30, 2028 that frames the most bullish AI adoption path as a surprisingly bearish outcome for the real economy. They walk through the core feedback loop: companies deploy AI to boost productivity and margins, layoffs rise (especially in white-collar roles), consumer spending weakens, and the cycle reinforces itself—creating what the piece calls “ghost GDP,” where productivity climbs but wages and demand don’t keep up. From there, the duo digs into the sectors Citrini argues get hit first and hardest: SaaS (seat contraction + customers using AI as renewal leverage), the intermediation layer (agents shopping travel, subscriptions, insurance, delivery, and more), and even payment rails as AI agents chase lower-cost settlement via stablecoins. They also connect the dots to private credit and insurance flywheels—where mark-to-model portfolios can look stable until forced selling and capital needs expose stress—and what rising unemployment could mean for housing in once “prime” white-collar markets. Tickers discussed: V, MA, AXP, DFS, PYPL, AMZN, WMT, EXPE, UBER, DASH, SHOP, GOOGL, PLTR, TRI, OWL, APO, BN, KKR, CRM, ADBE, AIG Citrini research report Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

We discuss the recent market dislocation where SaaS stocks are crashing while the broader market hits all-time highs. We break down the three main fears driving the sell-off and debate which companies—like Adobe and Salesforce—are actually at risk. Finally, we share how we are handling the volatility, with Jeff buying more Shopify and Jason using a "barbell strategy" to stay sane.02:27 Housekeeping03:53 Episode Setup06:37 Three AI Threats to SaaS: 09:23 Is AI Really Different? 12:59 Stock Spotlight: Adobe18:35 The Real Issue: Moats, Stickiness, Switching Costs, and Resetting SaaS Multiples23:18 LLMs Aren't Free23:49 Why SaaS Stocks Are Selling Off25:11 Shopify vs. Toast27:06 Disruption Timelines & Valuation Reratings29:19 Earnings Season as the Reality Check31:53 Tactical Moves: Selling Puts for Margin of Safety33:02 Barbell Portfolio Strategy: Growth on One Side, Dividends on the OtherCompanies mentioned: ABNB, ADBE, ASAN, CRM, CRWD, ENPH, EPR, MNDY, MSFT, NOW, O, PYPL, SHOP, SQ, TEAM, TOST, TTDFind where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com*****************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader

Markets have been chaotic over the past few sessions, so we pivot to a mostly-news episode to unpack what’s really driving the volatility. We start with “SaaSmageddon” — the sharp selloff across software stocks following rapid advances in AI, including Claude’s new capabilities. We discuss why investors are suddenly questioning data-driven moats, seat-based subscription models, and whether traditional SaaS businesses can defend their margins in a world where AI agents can replace large portions of knowledge work. From there, we connect the dots to private credit and private equity. With software making up a major portion of many private portfolios, we explore the growing risks around payment-in-kind lending, potential default cycles, and why business development companies (BDCs) could be the next pressure point if AI disruption accelerates. We also cover the historic gold and silver flush — a classic leveraged shakeout driven by forced liquidations, stop-loss cascades, and thin liquidity — and why ETF volumes exploded during the move. Finally, we touch on broader market weakness, AMD’s earnings reaction, and how Bitcoin continues to trade like a high-beta risk asset. Tickers of Stocks Discussed: TRI.TO, ADBE, CRM, SHOP.TO, SPGI, MCO, ARCC, OWL, OBDC, BXSL, MAIN, FSK, SLV, GLD, SPY, AMD Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

As the Patriots will face the Seahawks this Sunday, we will have a little fun with the famous "Super Bowl Indicator" and analyze the record-breaking $8 million cost for a 30-second ad spot.Today's Stocks & Topics: Lincoln Electric Holdings, Inc. (LECO), Market Wrap, VanEck Gold Miners ETF (GDX), Etsy, Inc. (ETSY), The Super Bowl Indicator, ServiceNow, Inc. (NOW), High Yield Savings Account vs. Money Market Fund, Copart, Inc. (CPRT), US Manufacturing and Tariffs, Adobe Inc. (ADBE), Expedia Group, Inc. (EXPE), ResMed Inc. (RMD).Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Recent market action highlights a sharp divergence between semiconductor leaders AMD and AVGO and a broad selloff across enterprise software names CRM, ADBE, NOW, MNDY, ASAN, and TEAM. While semiconductors continue to benefit from sustained AI infrastructure demand, most SaaS companies have seen heavy valuation compression, with many trading at price levels last seen several years ago. This contrast reflects a deeper shift in investor sentiment as AI agents, automation, and usage-based models challenge traditional seat-based enterprise software economics. The result is a market split between momentum-driven winners like AMD and AVGO, and deeply discounted enterprise platforms—CRM, ADBE, NOW, MNDY, ASAN, and TEAM—that now represent either compelling contrarian opportunities or ongoing structural risks.

We open the mailbag to answer your questions on whether Life Insurance Retirement Plans (LIRPs) are a scam, if spending millions on a Super Bowl commercial is ever a good idea (looking at you, CrowdStrike), and if equal-weight S&P 500 ETFs are the best way to hedge against a tech crash. Plus, we debate the future of the energy sector, discuss the power of "stock cannibals" like Adobe and PayPal, and reveal the two stocks we think could generate life-changing returns over the next 15 years.01:44 Housekeeping and Listener Support02:53 Diving into Listener Questions03:04 Explaining Life Insurance Retirement Plans09:03 Super Bowl Commercials: Worth the Investment?16:47 Exploring ETF Diversification23:10 Introduction and Wayne's Email23:17 Colin's Energy Market Inquiry24:04 Oil and Gas Market Dynamics27:38 Investment Strategies in Energy Sector29:48 Wayne's Question on ADRs32:17 John's Query on Stock Buybacks37:41 Ramey's AI and Investment Question43:27 Future Investment Picks47:23 Spam Comment of the MonthCompanies mentioned: ADBE, AZO, CRWD, GDDY, KNSL, KR, ORLY, PSX, PYPL, RKLB, TBBB, TTE, TXNFind where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com*****************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader

Tech has looked unstoppable thanks to AI winners—but a huge part of the market is telling a very different story. In this episode, Simon and Dan break down the brutal valuation reset hitting SaaS (Software-as-a-Service) stocks, with many major names down 30–50%+ despite still-solid underlying businesses. They explain the classic “moats” that made SaaS so powerful—switching costs, ecosystems, and data—and why AI agents and LLM-driven automation are now challenging the seat-based pricing model that many software companies depend on. The discussion moves through a rapid-fire list of well-known SaaS names to unpack what’s driving the drawdowns, where the market may be overreacting, and where the risk of disruption is real. Bottom line: some of these stocks may be turning into genuine value opportunities—but the old playbook may no longer apply, and investors need to underwrite what the business looks like 2–5 years from now, not what it used to be. Tickers mentioned: CSU, CRM, ADBE, NOW, ADSK, INTU, TEAM, WDAY, TWLO, DOCU, ADP Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Adobe's (ADBE) downward trend continues to start of 2026. Charles Schwab's Rachel Dashiell shows how bears keep clawing into the stock after Jefferies downgraded the stock to hold from buy. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

It’s our annual Bold Predictions episode. We score our 2025 calls (BCE’s dividend cut, the CAD move, and the SHOP vs. RY market-cap battle), then lay out measurable 2026 predictions: mega-cap AI names potentially facing capex fatigue, an “anti-AI” basket of incumbents looking set for mean reversion, a possible management reset at CNI with buybacks paused to prioritize debt reduction, and Dan’s call for the TSX to beat the S&P 500 and Nasdaq again. We close with Braden’s spiciest take: despite incredible momentum, Palantir’s valuation leaves it vulnerable to a sharp drawdown in 2026. Tickers of stocks discussed: BCE.TO, SHOP.TO, RY.TO, NVDA, GOOGL, MSFT, AMZN, META, ORCL, INTC, AIQ, CSU.TO, DSG.TO, TRI, ADBE, CRM, ACN, QXO, CNR.TO, CP.TO, UNP, CSX, WSP.TO, PLTR, DKNG, FLUT, HOOD, COIN, CME Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

The three amigos reunite for the 2025 year-in-review and break down the biggest market takeaways of the year. Dan explains how the TSX delivered rare outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks. The crew then dives into AI’s public-market ripple effects: the data center CapEx boom, who’s winning across chips, infrastructure, and power, and why data center REITs may not be the pure-play many investors expect. Simon recaps “Liberation Day” and the tariff-driven selloff that rattled markets, before they close on gold and silver’s breakout, banks leaning on capital markets, Bitcoin’s volatility (and the MicroStrategy trade), and a quiet three-year stretch of weakness in Canadian railways. Tickers of Stocks discussed: BCE.TO , ZBK, AXP, CLS, EQIX, DLR, ORCL, NVDA, AVGO, ASML, TSM, SMH, WSP.TO , ADBE, CRM, NOW, CSU.TO, GOOG, MSTR, CP.TO, CNR.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Adobe (ADBE) couldn't get the lift it needed after last week's earnings. Rick Ducat points to the bearish and bullish levels he's watching in the stock chart, offering insight into why Adobe had a hard year. He later takes investors through the options front. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Adobe's (ADBE) vice president of investor relations, Doug Clark, guides viewers through the company's earnings to explain how the core business remains durable to competition and A.I. He taps Adobe's "freemium" Acrobat model as one seeing "incredible scale" that offers a long growth runway. Doug adds that Firefly will serve as a great tool for the company to utilize A.I. capabilities as it increases partnerships like ChatGPT. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Keith Kirkpatrick believes Adobe (ADBE) is making the right moves to bolster its platform for A.I. He says the company just needs more ties between the evolving tech and profit generation. Keith points to a partnership with OpenAI's ChatGPT as a step in the right direction. Tom White offers an example options trade for the stock. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Likefolio's Landon Swan calls it a “rough year” for Adobe (ADBE) ahead of its earnings report this afternoon. He thinks investors are worried about its position in AI competition, and says it “has to” jump on AI or its products will be outcompeted. He walks through some of their products and usage stats, but notes that its “bread and butter” Photoshop is easily replicated now.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Oracle (ORCL) missed on its revenue but still doubled down on A.I. spending plans. Marley Kayden, Sam Vadas, and Kevin Green talk about the stock's downturn after posting earnings and why investors may question Oracle's ability to generate free cash flow. They later turn to other tech earnings and explain why Adobe (ADBE) struggled to find footing after its earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The software sector was beaten down in 2025, and Adobe (ADBE) has been one of the poster children of that decline. Rick Ducat shows how the multimedia creator has vastly underperformed peers like Palantir (PLTR) and Applovin (APP) and key levels to watch surrounding Wednesday's earnings. Tom White offers an example options trade for Adobe. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

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Simon and Dan break down Canada’s latest CPI print and why inflation data doesn’t always match what you see at the grocery store. They dig into the recent drawdown in risk assets, from Bitcoin and Ethereum to the high-growth and AI names that have gone from “can’t miss” to painful drawdowns. They also look at Berkshire’s new stake in Alphabet, what it might signal for big tech, and wrap up with another strong quarter from Loblaw and what it says about food inflation, pricing power, and defensive compounding in a choppy market. Tickers of stocks discussed: QQQ, MSFT, AMZN, META, GOOGL, BRK.B, UNH, NVDA, ORCL, ADBE, DUOL, HIMS, IONQ, RGTI, CELH, GSY.TO, L.TO, DOL.TO, HD Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Jason and Jeff chat about the "circular" AI deals, whether AI stocks are just hype, and what it would actually take for this bubble to keep inflating. In this episode, we ask:Are AI stocks dangerously overvalued? What are these "circular deals" between companies like Nvidia, AMD, and OpenAI? Is this AI rally just like the dot-com bubble? Will AI lead to massive job losses, or will it just change what our jobs look like? Where will all the energy come from to power AI? (And what does this mean for nuclear power?) How we're thinking about investing and building a resilient portfolio right now.00:23 Exploring the AI Bubble00:56 Pitching the Premium Plan03:38 Market Crash Expectations06:33 AI's Impact on the Market15:55 Energy and AI: A Symbiotic Relationship22:41 The Future of Jobs in an AI-Driven World26:16 AI's Impact on Employment and Economy27:08 Amazon's AI Evolution with Alexa28:05 AI's Role in Business and Education33:34 AI's Influence on Market and Investments37:10 Future of Top Companies and AI42:06 Investment Strategies Amid AI UncertaintyCompanies mentioned: ADBE, AMD, AMZN, ASML, LMND, NOK, NOW, NVDA, TSM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

We will break down how investors can combine momentum indicators, fundamental and technical analysis, mean reversion theory, and sentiment signals to make more informed predictions about where the stock market may be headed. Today's Stocks & Topics: 529 Plan, Market Wrap, Penske Automotive Group, Inc. (PAG), Micron Technology, Inc. (MU), “Decoding the Market: 4 Strategies to Anticipate Stock Trends”, The Kroger Co. (KR), Adobe Inc. (ADBE), Rivian Automotive, Inc. (RIVN), American Outperformance, JPMorgan Chase.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Jason and Jeff discuss the concept of moats in investing, exploring their validity, limitations, and real-life applicability across various industries, including technology, retail, and pharmaceuticals.01:25 Debating the Existence of Moats04:01 Intangible Asset Moats: Apple and Nike15:12 Pharmaceutical Moats and Patent Protection16:42 Cost Advantages and Efficient Scale24:13 Amazon's Distribution Network Moat24:44 The Amazon Shopping Experience26:05 Amazon's Cost Advantage and Business Model28:18 Switching Costs and Market Stickiness29:12 Shopify's Role in E-commerce31:15 The Risk of Complacency in Companies with High Switching Costs36:59 Network Effects in Business43:55 The Importance of Competitive AdvantagesCompanies mentioned: AAPL, ADBE, AMZN, KO, MA, NKE, ON, SHOP, TSM, UA, V*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

In this episode of the Canadian Investor podcast, Simon and Dan take a look back at how markets have performed so far this year from the S&P 500’s strong double-digit gains to gold’s massive rally and the surprising outperformance of the TSX. They break down what’s been driving returns in both Canada and the U.S., why certain sectors are leading, and how rare multi-year double-digit runs really are. The discussion then shifts to AMD’s landmark deal with OpenAI and what it signals about the AI arms race, before diving into Constellation Software’s latest conference call, leadership transition, and evolving view on capital deployment. The episode wraps up with a thoughtful conversation on economic moats how they’re built, how AI may erode them, and why management ultimately determines how durable they are. Tickers of stocks discussed: SPY, ZSP, ZCN, BTC, GLD, AMD, NVDA, CSU.TO, ADBE, CNR.TO, CP.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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In this inspiring episode of The China Shop, host Kyle is joined by Bear Goes Long, Mike (Purdue), and special guest Cam, a Navy veteran turned eight-figure trader and investor. Cam shares his remarkable story: growing up dirt-poor on a North Carolina tobacco farm, escaping through military service as a corpsman and Naval Academy grad, and rejecting post-Navy contracting traps. Post-grad school in business analytics and economics, Cam dove into trading in 2016, starting with iron condors, evolving to a rules-based system emphasizing risk management, probabilities, and a four-layer plan blending stocks, options, and real estate. He details his obsession with hedging (gold, treasuries, VIX triggers), a simple stock screener for quality undervalued momentum plays (e.g., AMD shorts, ASML longs), and diverse businesses like billboards, laundries, and rentals. With transparency on wins (300% annual returns post-COVID resets) and losses ($190K on ADBE), Cam emphasizes escaping the financial system, helping vets through causes and his trading room, and avoiding greed. A must-listen for traders, vets, and aspiring entrepreneurs on building wealth with discipline.Subscribe, share, and join the trading conversations on Facebook, Twitter, LinkedIn and Discord!Sponsors and FriendsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SMaki@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Use code CHINASHOP15 to save 15%**Visit Airsoftmaster.com to support one of our own!To contact us, you can email us directly at bandoftraderspodcast@gmail.com Check out our directory for other amazing interviews we've done in the past!If you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!Cam:Cam is a Navy veteran & management consultant turned 8 figure investor & trader. Trading let him retire at 35 & be able to support and provide for his family forever. Now he wants to help others escape the financial system and live the way we were meant to live: free. His system is a rule-based design that can be used for long term investing, swing trading or option selling on any schedule.Follow Cam on TwitterJoin Cam's Trading CommunityPerdue:Meet Perdue, a resilient and successful small business owner who wears the hats of a dedicated father and husband with pride. Perdue's journey hasn't been paved with ease; instead, he is a testament to the belief in hard work, discipline, and the doggedpursuit of one's goals.Perdue is not just a successful business owner; he is also a seasoned trader with a diverse set of strategies. Countless hours spent backtesting and refining these strategies reflect his meticulous approach to trading. His dedication to mastering the craft positions him as a valuable contributor to the trading community. As a firm believer in the "Grind," Perdue chose to embrace putting in the work and serves as a example of how dedication and self-belief can propel you to great heights.A self-taught, no-nonsense trader, Perdue is unwaveringly supportive, but he doesn't sugarcoat the truth. His belief in discipline and hard work is not only evident in his own journey but extends to his interactions with others. When Perdue recognizes these qualities in fellow traders, he goes above and beyond to offer support, especially when they are navigating through challenges.Follow Perdue on TwitterNothing Left but Ashes - Book LinkBear:Bear made the transition from investing to trading at the beginning of COVID. After initial success with options, he quickly learned that his luck was greater than his skill and shifted his focus to futures. Bear has fully embraced the role of emotions and mental capital with the mindset that trading futures is purely an internal struggle that rewards patience, calm, bravery, focus, passion, and commitment. Beyond markets Bear finds joy in his community as a volunteer firefighter and EMT.Follow Bear on TwitterAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

A.I. optimism has Wells Fargo upgrading Amazon (AMZN) as the company lags behind its Mag 7 peers. Morgan Stanley was more mixed when it came to updating its tech names, seen in an upgrade for ServiceNow (NOW) and downgrade for Adobe (ADBE). Diane King Hall offers a closer look into what's driving the analyst movers Wednesday morning.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Morgan Stanley downgraded Adobe (ADBE) to equal weight from overweight, and cut the software company's price target down to $450 from $520. Rick Ducat checks in on the chart, pointing to the steady downward slope shares have been sliding on so far in 2025. Tom White demonstrates a neutral to bullish options trading strategy. He uses a put vertical setup with the Oct. 17 strike date to illustrate a $10-wide trade.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode of the Canadian Investor Podcast, we break down Canada’s latest inflation read and the Bank of Canada’s rate cut, framing what “sticky core” means for investors. We then turn to earnings and look at Adobe’s AI narrative vs. a maturing growth profile, Affirm’s BNPL momentum alongside credit risk, and Dollar Tree’s value push contrasted with Dollarama’s margin machine. Tickers of stocks discussed: ADBE, AFRM, DLTR, GSY.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

S&P Futures are trading lower this morning as markets digests yesterday's strong move. The focus is on the upcoming Fed meeting as the latest inflation and job readings firmed up rate cut expectations. The White House filed an appeal in an attempt to block Fed Gov Cook from voting at next week's FOMC meeting. The Senate Banking Committee recently approved Stephen Miran for Govenor at the Fed, a full vote is scheduled for Monday. Tres Sec Bessent will be meeting with Chinese officials in Madrid this weekend. President Trump will be in the U.K next week. MSFT is higher as EU regulators accepts the firm's commitment to address their concerns over Teams. They also announced a deal to extend their partnership with Open AI. On the earning front, ADBE delivered a beat while RH missed. Earnings highlights for next week include PLAY, GIS, SCS, FDX, LEN, DRI, & CBRL.

Paramount Skydance is reportedly bidding to buy Warner Bros. Discovery in its entirety. The reports sent the latter's stock skyrocketing but Sam Vadas tells investors to expect antitrust scrutiny against the merger. She notes Adobe (ADBE) as a post-earnings loser despite posting an earnings beat and added focus on using A.I. Sam later talks about RH's (RH) earnings that signaled concern for tariffs through lowered guidance.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Brad Shimmin describes Adobe (ADBE) as “a company in transition,” moving from being a software license vendor to an AI seller. He notes their consumer and enterprise segment growths in the latest earnings report Frances Stacy highlights its entrenchment in the corporate world as a strength. “This could be a buying opportunity for those who have missed the AI run in other companies,” she argues.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

S&P Futures are trading higher this morning ahead of the release of the Consumer Price Index. The ECB will be making its monetary policy statement at 8:15 am, no change in rates is expected. The Trump Administration is said to be consider new curbs/tariffs on Chinese pharmaceutical imports. Corporate presentations at various sell-side conferences this week indicate that most companies' quarterly results remain broadly on track. However, AA & CARR have indicated some operational weakness in their recent updates. Boeing has reached a tentative agreement with striking union members. On the earning front, KR is expected to release earnings this morning. After the bell today, earnings releases are expected form ADBE & RH.

Ahead of Adobe (ADBE) earnings, Rick Ducat breaks down the chart patterns taking shape for the software company. The stock has been in a downtrend over the past year, with shares down nearly 38% from 52-week highs. Rick utilizes the RSI momentum and volume studies to provide technical insights into Adobe's recent trading activity. Then, Tom White composes an example trade using a neutral to bullish put vertical strategy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Keith Kirkpatrick says Adobe's (ADBE) earnings will be all about A.I. after hours on Thursday. More specifically, he believes Adobe needs to show how A.I. can translate to profits through its products and explain how it can be trustworthy with the evolving tech. Keith adds that the software giant faces emerging competition, including Canva, which is expected to IPO in late 2025 or early 2026. Tom White offers a pair of example options trades for Adobe.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

All year long we've opened each episode with a “Page Breaker Preview” sneak peek from David's forthcoming book. Today, we've stitched those 35 snippets into a single, chronological highlight reel—a mini-audiobook that traces the arc of Rule Breaker Investing: from first principles and habits, through stock-picking traits and portfolio rules, to the capstone ideas that tie it all together. With light context, lots of personality, and a lively tempo, this week's one-of-a-kind episode plays like a curated mixtape of the book's big ideas. It's out next week! Pre-order Rule Breaker Investing: https://www.amazon.com/gp/product/1804091219/ Reactions or favorite excerpts? Write us: rbi@fool.com Host: David Gardner Producer: Dan Boyd Companies mentioned: ADBE, AMZN, AXON, CMG, CRM, ISRG, META, NFLX, NVDA, SBUX, SHOP, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P Futures are positive this morning as the latest payrolls data is increasing the odds of a 50-basis point cut at next weeks Fed meeting. Tomorrow the BLS will be announcing its revisions to the payroll data for the period of April 2024 to March 2025. This week's inflation reports could derail a large cut. President Trump is expected to meet with EU officials this week on talks aimed at ending the Ukraine Russia war, sanctions and energy policies are likely to be discussed. On Sunday, Tres Sec Bessent said he's confident that the tariffs will be upheld by the Supreme Court.  This week's sell-side calendar is busy, with today's highlights including Goldman Sachs' Communacopia & Tech event, Morgan Stanley's healthcare conference, and the Barclays financial conference, all featuring top executives sharing sector-specific and market outlooks. On the earning front CASY is releasing after the bell today and later this week ORCL, SNPS, GME, CHWY, RH, KR & ADBE are scheduled to release.

Earnings season is winding down but there's still key companies to watch heading into this week. Alex Coffey talks about Oracle's (ORCL) importance when it comes to cloud revenue, Adobe's (ADBE) potential for a significant comeback, and Chewy's (CHWY) pressure to grow while retaining current customers. Kevin Green offers detailed analysis by giving investors a look into the charts.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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Adobe (ADBE) shares have slid lower over the past 52-weeks, with a longer-term diagonal line resistance level now touching near $335. Ben Watson points to the technical formations taking shape for the software stock and says the 3-year chart actually gives some "hope" for a technical support level. He draws a line at $295 as a lower support level, with $335 potentially acting as more near-term support.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

And yet, the market remains close to all time highs. (00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss: - Macro uncertainty and market bullishness. - A record amount of unsold housing stock in the United States. - Chime's IPO. - Earnings from RH and Adobe. (19:11) Malcolm Ethridge, Managing Partner at Capital Area Planning Group and author of "Financial Independence Doesn't Happen by Accident". (35:00) Jason and Matt share two radar stocks: Chipotle and Whirlpool. Companies discussed: RDFN, CHYM, RH, ADBE, CMG, WHR Host: Ricky Mulvey Guests: Jason Moser, Matt Argersinger Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alphabet's ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. (00:21) Jason Moser and Asit Sharma discuss: - Alphabet's resilient ad business, and what parts of the company might be most interesting if the break-up happens. - Tesla's rough quarter, and why the Model Y release is a key moment for the company's auto thesis. - Chipotle's burrito slowdown, how ServiceNow's government contracts are holding up, and the latest with Intuitive Surgical. (19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks. (34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe. Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE. Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, Malcolm Ethridge Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices