Podcasts about amazon amzn

November's delayed PCE print came in-line with Wall Street estimates. Kevin Green explains how this inflation print pairs with jobless claims earlier in the morning present arguments for and against FOMC interest rate cuts. Also keep an eye on volatility as U.S. dollar and treasury yields continue to tick lower. KG shares concerns for the Mag 7 bull case ahead of most of their earnings as Amazon (AMZN) and Microsoft (MSFT) trade under their 20-day SMA. ======== 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 "Greenland Effect" took hold of the tape this Tuesday as geopolitical friction sent the markets into a sea of red. In this episode of The Hot Options Report, host Mark Longo analyzes a high-stakes session where safe-haven scrambles and tariff threats dominated the flow. While the top 10 required nearly half a million contracts just to break in, the real story was the massive retreat in semi-conductors and tech giants. Inside the Top 10 Options Breakdown: Nvidia (NVDA): The undisputed king puts up exactly 2.00 million contracts as trade war fears drive a 4.5% slide. Are traders loading up on the $180 calls for a late-week bounce? Netflix (NFLX): "Rolling the bones" ahead of earnings. We track the massive 100-strike call volume and the immediate $4 after-hours drop following the bell. Tesla (TSLA): A rough 4.2% haircut. We analyze the heavy activity in the now-in-the-money 425 puts as the 500 level fades into the rearview. The "Greenland" Laggards: Why Apple (AAPL) and Amazon (AMZN) faced a straight drumming, while Micron (MU) and AMD briefly managed to find some green on the screen. Intel (INTC): A surprise move in the March $55 calls—is paper looking for a long-term overwrite or a massive recovery breakout? Resources: Get more options data: TheHotOptionsReport.com

The options tape was lighting up on Wednesday, January 21, 2026, as the market clawed back from a bruising session. Tech roared back to life, led by a historic run in Intel (INTC) and a massive upside move in AMD. Mark Longo breaks down the top 10 most active names and the "Hot Options" driving the flow. On Today's Report: The Semiconductor Warpath: Micron (MU) continues its rampage, closing up 6.6% as traders pile into the 400 calls. Intel's Epic Run: INTC surges nearly 12% to close at $54.25. We look at the "outlandish" March 60 calls that aren't looking so crazy anymore. AMD Rocking: Up nearly 8% today, AMD put up 1.1 million contracts. Are the 250 calls too rich for your blood? The Tesla Appropriate Strike: TSLA climbs back over $430 on the heels of Greenland headlines. We look at the massive paper in the 420 calls. Nvidia Retakes the Crown: NVDA is back at #1 with 2.38 million contracts. Will the 185s hold through the end of the week? Plus: Analysis of flow in Amazon (AMZN), Microsoft (MSFT), Palantir (PLTR), Apple (AAPL), and Netflix (NFLX). Get the Data: Don't just listen to the report—see the data yourself at HotOptionsReport.com . Kick the tires and light the fires on your own trading account.

Matt Britton thinks OpenAI's ad moves could reshape the entire industry. Meta Platforms (META) and Alphabet (GOOGL) are a duopoly in the ad space, with Amazon (AMZN) the likeliest retail destination, he says. However, ChatGPT's ad model could break up the entire space. AI models' paid user base also allows them to have a more “balanced” approach to ads because it's not their entire revenue stream, he argues.======== 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

Quantum computing stocks have surged in popularity over the past year, capturing investors' enthusiasm on the coattails of the artificial intelligence boom. These buzzy names took off last summer after a slew of announcements and research breakthroughs from the biggest players in the tech industry like Alphabet GOOGL/GOOG, Amazon AMZN and Microsoft MSFT. Quantum computing promises to be one of the most transformative technological developments of the next few decades, but Morningstar's analysts caution that mainstream market adoption could be a long away. Dan Romanoff, a senior equity research analyst on the technology team at Morningstar, discusses new developments in the quantum computing landscape and the best way for investors to get exposure in their portfolios now.Quantum Computing Market InsightsOn this episode:00:00:00 Welcome00:01:28 What Is Quantum Computing?00:04:37 Why Are Computing Stocks Attracting Investors?00:12:45 Quantum Technology Isn't Yet Ready for the Mainstream00:18:19Quantum Could Represent a $200 Billion Market00:22:48Winners and Losers in Quantum Computing Stocks00:25:28How To Invest in Quantum Computing Now  Watch more from Morningstar:How to Generate Steady Income in 2026All in on Magnificent 7? Where You Should Invest Next9 Top ETFs for Income Investors That Stood Out in 2025 Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Phil Palumbo believes tech is here to stay, just keep beaten-up names in mind. He points to a company like Salesforce (CRM) that has "nothing broken about their business" with leadership potential at a discounted price. With the Mag 7 continuing to gain traction, Phil tells investors to look for the "next trillion dollar company" and gives advice for navigating markets in 2026. That said, Phil still likes Amazon (AMZN) due to its high margins and global moat. ======== 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

Andrew Graham is a bull on networking equipment, thinking investors will move to where the real earnings growth is. He also likes microchips and analog devices and says the rise in cyclicals needs justification. He likes Amazon (AMZN), saying “this is the time” to own it. He's also watching Cisco Systems (CSCO) and Arista Networks (ANET).======== 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

Daniel Newman, CEO of Futurum, provides a candid assessment of Apple's (AAPL) recent A.I. announcements, suggesting a potential leadership change for the tech giant. He delves into the strategic implications of Apple's partnership with Alphabet (GOOGL) and the challenges it faces in the Chinese market. Newman also offers insights into the undervalued potential of Amazon (AMZN) and Meta Platforms (META), highlighting their long-term investment viability.======== 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 tape is active, but is it explosive? Join Mark Longo on the Hot Options Report as we tear through the Top 10 most active names for Monday, January 12th. We're deep into the second full week of 2026, and the institutional paper is starting to show its hand. From Nvidia's massive Feb call overriding to Tesla's relentless tug-of-war at the 450 strike, we're breaking down the flow you need to know. On the Tape Today: The Big Two: Nvidia ($NVDA) and Tesla ($TSLA) battle for the #1 spot—see where the "smart money" is placing bets. The Comeback Kids: Alibaba ($BABA) explodes 10%—is the 170 call flow a sign of more to come? Plus, Oracle ($ORCL) regains its luster. Tech Check: We're tracking the paper in Apple ($AAPL), Amazon ($AMZN), and Netflix ($NFLX). Is that "closing paper" or a fresh volatility play? The Underdogs: Why Intel ($INTC) and SMCI are sneaking back into the Top 10. Don't trade in the dark. Get the institutional data that lighting up the options chains. Get More Heat: Full Data: TheHotOptionsReport.com Go Pro: TheOptionsInsider.com/Pro

Hilary Kramer says investors need to be "incredibly selective" when it comes to 2026, noting three strong years in the SPX serving as a headwind to similar performance this year. She favors "defensive technology" in small to mid-cap names. She offers her bull cases in HIVE Technologies (HIVE), Roku Inc. (ROKU), Carvana (CVNA), and Opendoor (OPEN). As for the Mag 7, Hilary favors Amazon (AMZN) and Microsoft (MSFT). ======== 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

Is the "Turnaround Trade" finally here for Intel? Host Mark Longo breaks down a massive day in the options market as we close out the first full trading week of 2026. From Intel's 11% rocket ship to Tesla's battle at the $445 strike, we're tracking the institutional paper and retail frenzy dominating the tape. What was lighting up the tape today? We dive into the Top 10 most active names, including a dense day of volume for Alphabet (GOOGL), Palantir (PLTR), and Amazon (AMZN). Plus, we look at the unusual long-term August paper hitting Netflix (NFLX) and why MicroStrategy (MSTR) bulls might be sweating after a 6% slide. Episode Highlights: Intel ($INTC) Fever: The stock that was $20 just months ago hits $45.55. We break down the winning 45-strike calls. Tesla ($TSLA) Tug-of-War: With over 3.2 million contracts traded, we look at the 445-strike action and why put buyers are feeling the pain. Nvidia ($NVDA) Check-in: A quarter-million contracts on the 185 strike—did the sellers win the day? The "Widow Maker" Returns: Analyzing the massive August 110 call buys in Netflix. Penny Sweaters: Why paper was hitting the bid on Open ($OPEN) and Apple ($AAPL) calls. Don't miss a beat! Get all the data used in today's show and more at TheHotOptionsReport.com . Kick the tires and light the fires on your trading for 2026.

Mark Gibbens is feeling very bullish for 2026 due to economic and FOMC tailwinds. He remains constructive on the Mag 7 and expects Amazon (AMZN) to experience a stark rebound following 2025's lagging performance. Mark sees big banks beginning the 2026 earnings year strong and explains why PNC Financial Services (PNC) is a top pick in the financial sector. One undercard stock he's watching in the software space: Snowflake (SNOW). ======== 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

Curtis Chin highlights Asia's economic resilience in the face of tariffs, noting a strategy he calls "bamboo economics." He discusses the outperformance of Asian markets. Chin emphasizes the importance of understanding long-term trends like demographics, with aging populations in Singapore and China presenting opportunities, while younger nations like Vietnam offer different strategies. He also touches on supply chain diversification away from China, with companies like Intel (INTC) and Amazon (AMZN) seeking new manufacturing hubs in Southeast Asia.======== 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

Kick off the first full week of 2026 with a deep dive into a wild day on the options tape. In this episode of the Hot Options Report, Mark Longo breaks down the top 10 most active products, headlined by a massive breakout in Micron (MU) and a significant "dark side" shift in Tesla (TSLA). While the broader market saw mixed action, the semiconductor space stole the show. We analyze why Micron popped 10% to close near $344 and what the heavy activity in the 350 calls suggests for the rest of the week. Meanwhile, Tesla bulls took a breather as volume flooded into the 430 puts following a 4% sell-off. In this episode, we cover: The Semiconductor Slugfest: Nvidia vs. Tesla for the #1 spot. Micron's Moonshot: Breaking down the 619,000 contracts and the $350 call interest. Tesla Sentiment Shift: From $500 calls to $430 puts—is the "dark side" taking over? The Tech Round-up: Unusual activity in Palantir (PLTR), AMD, Apple (AAPL), and Amazon (AMZN). SoFi's Slump: Analyzing the 8% drop and the volume at the $27 strike. Check out more from The Options Insider: Get Pro Insights: theoptionsinsider.com/pro Daily Data & Tools: TheH otOptionsReport.com

Jed Ellerbroek says it "feels kind of strange being optimistic" heading into the new year. He believes "decent" economic data and recent rate cuts will lead to the bull market's run continuing through 2026. Jed urges investors to watch the AI CapEx story, especially surrounding companies like Oracle (ORCL), CoreWeave (CRWV), and the Mag 7. He likes Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN). ======== 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

What does the new year bring to investors? We discussed the AI trade, how the economy is faring, and why commodities may not be place to look for opportunities today. Travis Hoium, Emily Flippen, and Lou Whiteman discuss: - The AI trade- How the economy is doing- What stocks will go up and down- Stocks on our radar Companies discussed: NVIDIA (NVDA), Target (TGT), Chipotle (CMG), Intel (INTC), Lululemon (LULU), Nike (KNE), Tesla (TSLA), Alphabet (GOOG, GOOGL), Palantir (PLTR), Apple (AAPL), Amazon (AMZN), Airbnb (ABNB), Honeywell (HON), Novonordisk (NOVO). Host: Travis HoiumGuests: Emily Flippen, Lou WhitemanEngineer: Bart Shannon 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

Jay Hatfield wants the 10-year yield to fall below 4%, which he said would mean the Fed cuts rates below 3%. He had a 7,000 target on the SPX for 2025, and has an 8,000 target for 2026, arguing that AI has to carry the market higher. “Tech's going to do well,” he says, highlighting names like Amazon (AMZN) and Marvell (MRVL) and eschewing the really high multiples. ======== 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

SoftBank is fronting $4 billion to buy DigitalBridge (DBRG). George Tsilis talks about why the firm is making a 10-digit offer for the digital infrastructure company. Amazon (AMZN) started Monday's session lower even after Evercore ISI labeled the Mag 7 company as a top pick for 2026. George later turns to the housing market and explains why JPMorgan cut its price target for the stock. ======== 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

Amazon (AMZN) has underperformed the overall market and its mega cap peers in 2026. George Tsilis talks about the different business segments and how it puts Amazon in a unique position, with its retail segment and AWS making it different from all competitors.======== 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

"Generally speaking," gold is a buy, according to Luke Lloyd. He says gold will continue to rally alongside peers like silver and copper despite massive run-ups in recent months. In the Mag 7, Luke points to Alphabet (GOOGL) and Microsoft (MSFT) adding to their 2025 rallies even though both stocks saw significant up arrows compared to Amazon (AMZN). He later offers bull cases for CoreWeave (CRWV) and Blue Owl Capital (OWL). ======== 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

“The high-end consumer's going to drive the spend this holiday,” says Charlie O'Shea, citing anecdotal evidence of long lines even in the cold. The question is what will happen on the lower end, he adds. He covers the “arms race” of Amazon (AMZN) free shipping and its avoidance of brick-and-mortar vs Walmart (WMT) and Costco (COST). He thinks Target (TGT) is doing a good job despite “bumps in the road.” ======== 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

Investors are entering the holiday season with less tolerance for risk. Tsvetta Kaleynska from Rila Global is watching the latest developments at Walmart (WMT) as it expands its A.I. implementation and its expanding global ad business, and the latest consumer signals from Amazon (AMZN) show that consumers view it as a functional retailer.======== 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

Sucharita Kodali and Owen Carr dissect the U.S. consumer landscape, noting a peculiar divergence: declining confidence juxtaposed with robust spending. They observe a shift towards lower-priced goods, especially in e-commerce, while "buy now, pay later" schemes see explosive growth. Both eye 2026, with Carr predicting a strong start despite underlying concerns about deferred payments, and Kodali emphasizing the importance of retail performance from companies like Walmart (WMT), Costco (COST), Amazon (AMZN), and Ulta Beauty (ULTA) as key indicators of consumer health.======== 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

Dale Smothers believes the markets are correcting to the upside after "overreactions" against the A.I. CapEx story and FOMC uncertainties. That said, he believes markets won't see as stellar of gains in 2026 compared to 2025. However, Dale pounds the table on the A.I. trade as long as use cases develop. He sees Amazon (AMZN) and Apple (AAPL) rallying strong in the coming year after serving as Mag 7 laggards in 2025. He adds that Nvidia (NVDA) will continue to dominate due to its GPU business. ======== 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

Dryden Pence thinks the CPI print gives the Fed room to move “more quickly” on rates. He anticipates “a lot of stimulus” coming into the market next year. He also thinks the “quality of earnings” will go up, creating a market that can withstand “emotional buffets.” He likes Amazon (AMZN), GE Aerospace (GE) and United Rentals (URI). ======== 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

This episode of the Hot Options Report delivers an expert options market analysis of high-volume contracts across Amazon (AMZN), AMD, Netflix (NFLX), Alphabet (GOOGL), Oracle (ORCL), Palantir (PLTR), Broadcom (AVGO), Nvidia (NVDA), and Tesla (TSLA). As part of the Options Insider Radio Network's "Quintuple Mania" series, we provide insider insights into unusual options activity, specifically breaking down Amazon's 220 strikes, Oracle's deep in-the-money puts, and the heavy flow surrounding Tesla's 500 calls. Our traders analyze significant trade values and the broader market implications of December volatility, offering a detailed review of institutional sentiment and derivative strategies for retail traders. Join us for this special edition of back-to-back market coverage, focusing on the high-conviction trades and implied volatility shifts currently driving the tech and AI sectors as we head into year-end. For traders looking to dive deeper into the numbers behind these moves, you can access more comprehensive options data at TheHotOptionsReport.com.

Amazon (AMZN) has notably underperformed compared to its Mag 7 peers, trading just over the flat line for 2025. Rick Ducat turns to key levels to watch after reports noted the company's $10 billion OpenAI investment. Tom White turns to the options front and offers an example 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

Welcome to today's episode of The Hot Options Report—your essential guide to options trading and stock market analysis on Fed Day, December 10th, 2025. Host Mark Longo breaks down the day's market volatility, concentrating on the top options trades and key stock movements driven by the day's events. This detailed market analysis highlights massive trading volumes across Microsoft (MSFT), Warner Brothers Discovery (WBD), Apple (AAPL), Amazon (AMZN), Oracle (ORCL), Palantir (PLTR), Taiwan Semi (TSM), Netflix (NFLX), Nvidia (NVDA), and Tesla (TSLA). Tune in for detailed insights into each options trade, what precisely drove the stock market on this crucial Fed Day, and the vital implications for active traders. Don't miss out on the unique opportunities and expert market commentary provided in this episode! For comprehensive options data, real-time reports, and exclusive analysis, visit TheHotOptionsReport.com. Don't miss out!

Charles Schwab's Joe Mazzola takes investors through the latest STAX report to explain how clients gravitated toward value on beaten-down stocks. He notes net buys in the tech and consumer discretionary sectors with names like Nvidia (NVDA), Palantir (PLTR) and Amazon (AMZN) leading the charge. When it comes to age demographics, Joe talks about an interesting uptick in Gen X bullishness. ======== 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

Steven Dickens maintains his long-term bullish view on Oracle (ORCL). While he notes the company's ballooning debt, he sees Oracle's business growth staying intact through core OSI and cloud backlog. Customers from Alphabet (GOOGL), Amazon (AMZN), and OpenAI add to Steven's belief that Oracle has plenty of room to grow. 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

Mario Lagana discusses the current market consolidation of the S&P and NASDAQ. Mario points out the struggle of former leadership stocks like Meta Platforms (META), Microsoft (MSFT), NVIDIA (NVDA), and Amazon (AMZN) to surpass 50-day moving averages, indicating a shift in market leadership. He then presents new stock picks, including Lattice Semiconductor (LSCC), AppLovin (APP), Citigroup (C), and International Business Machines (IBM), detailing their technical and fundamental strengths.======== 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

Host Mark Longo from the Options Insider analyzes today's top single-name equity options performers, breaking down the volume, unusual activity, and major market movements impacting your trading account. This episode reveals the day's options volume leaders and spotlights where the big money is moving its capital: Nvidia (NVDA): Topped the list with 2.56 million contracts, focusing on the $190$ calls as traders anticipate continued rally. Tesla (TSLA): High volume at 1.7 million contracts with a focus on $440$ calls amidst a sell-off. Robinhood (HOOD): Surged to the top 10 with 356,000 contracts after Indonesia expansion news, highlighted by a notable block trade of $145$ calls. Warner Brothers Discovery (WBD): Posted strong call volume (Jan $28$ calls) after moving back to the upside. Alphabet Class A (GOOGL), Amazon (AMZN), Netflix (NFLX), Apple (AAPL), SoFi (SOFI), and Intel (INTC) are all discussed in detail with a breakdown of their respective options trading activity. Get all the data and charts: TheHotOptionsReport.com

Jay Hatfield has an 8,000 target for the SPX next year based on earnings growth projections. He tells investors to choose their stocks carefully, and shares some of his own picks. Including KKR & Co. (KKR) and Apollo Global (APO). He notes that both were not exposed to bank woes earlier this year, and expects strong growth. Jay also likes Marvell (MRVL) and Amazon (AMZN).======== 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

Marvell (MRVL) sold off Monday over reports that Microsoft (MSFT) will tap Broadcom (AVGO) to create custom A.I. chips. Benchmark also downgraded the stock as it sees Amazon (AMZN) seeking another of Marvell's competitors for orders. Marley Kayden explains how fears of Marvell losing market share is nothing new, but instead adds to existing investor concerns. ======== 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

Andrew Arons expects a rate cut next week and “continued cuts through the beginning of the year.” He argues that the market has “baked some of this in” already. He predicts 2026 will “look pretty good” also, with a “long runway” and “good earnings.” While valuations “may look stretched,” he argues earnings growth is supporting them. His stock picks include Amazon (AMZN), Lululemon (LULU), and Meta Platforms (META).======== 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

Reports say Amazon (AMZN) may consider ditching its partnership with the United States Postal Service in favor of building its own postal service. Alex Coffey talks about this headline and other will impact price action as the stock remains fairly flat year-over-year. He talks about why the 5-day and 21-day SMA are metrics traders should watch before turning to 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 – 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

Investors are waiting on pins and needles to the Fed's December decision on interest rates, says Jessica Inskip. When it comes to today's Big 3, she explains how Amazon (AMZN), Southwest Airlines (LUV), and Citigroup (C) play into the consumer big picture. Rick Ducat shows key levels to watch for all three stocks through technical analysis. ======== 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 evolution of Black Friday shopping showed mixed demand for Walmart (WMT) and Amazon (AMZN) as shoppers spread out their holiday shopping window according to Seema Shah from Sensor Tower. Shah saw increased demand in second-hand demand as younger people bargain hunt in the holiday shopping. 2025 may be remembered as the year that A.I. became a driving force for online shopping, as people turn to ChatGPT and other models for gift ideas and to search for deals. ======== 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

Alphabet (GOOGL) and Amazon (AMZN) are combining Google Cloud and AWS to form one super service that aims to benefit both companies and ensure more security. Marley Kayden explains how the partnership works and the shift it indicates for cloud servicers ahead. As Marley explains, Salesforce (CRM) is one of the first companies to test out the tech. ======== 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

Austin Lyons believes Nvidia (NVDA) is poised to continue growth with hyperscalers like Meta Platforms (META), Microsoft (MSFT), and Amazon (AMZN) showing no signs of curbing CapEx spending. While headlines of Alphabet (GOOGL) offerings TPUs to Meta shook Nvidia shareholders, Austin doesn't expect that competition to cut into the company's bottom line. Logan Gilland sees forward valuation as the biggest challenge to Nvidia's growth following the stock's slide from a $5 trillion market cap. That said, he sees China sales serving as a catalyst to another rally. ======== 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

Black Friday is finally here and this one-day holiday has somehow become a month-long event. But it's a reminder that retailers have to play a new game and that's driving the winners and losers in retail. Plus, we discuss the stocks we would give as gifts and what's on our radar this week. Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Spotify (SPOT), Garmin (GRMN), Roblox (RBLX), Astera Labs (ALAB), Ferrari (RACE), GE Aerospace (GE), Berkshire Hathaway (BRK-A, BRK-B), Target (TGT), Shopify (SHOP). Host: Travis Hoium Guests: Dan Caplinger, Asit Sharma Engineer: Dan Boyd Disclosure: 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. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Likefolio's Andy Swan shares sentiment data for Amazon (AMZN) on this Black Friday. “The consumer is absolutely on fire” despite worries to the contrary, he says. “Pretty much every retailer is up.” He compares the change in visits on big shopping sites, noting that 6% growth for Amazon is massive due to the law of large numbers. Andy argues that consumers are researching products more with AI, and thinks that it will be important to track winners and losers within that area. "Amazon is a winning company that has every advantage at its disposal."======== 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

Jed Ellerbroek thinks the news that Meta Platforms (META) is buying Alphabet (GOOGL) chips is a bigger threat to AMD (AMD) than Nvidia (NVDA) because Alphabet's chips won't be as powerful as Nvidia's. However, questions around this deal remain as Alphabet enters the chip space: “What kind of gross margin…what kind of capacity?” He also looks at Amazon (AMZN), which he thinks is the most underappreciated AI play in the market.

Mike Horwath highlights Amazon (AMZN) into 2026 and focuses on economic expectations for next year. “You do have conflicting data points here,” he says into the Fed rate decision. He gives stock picking tips for next year, highlighting financials, utilities and industrials as places to look. Mike also comments on Nvidia (NVDA) and its role in the market, saying it has “a lot of optimism priced in,” though whether that outweighs its performance remains to be seen.======== 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

Gerald Sparrow thinks volatility creates opportunity for purchases and sees a 1%-2% upside because of year-end funding needs for 401(k)s and other instruments. Gerald expects consumers to be spending big on Black Friday and holiday sales and is concentrating on retail and communication services. He especially highlights “smaller ticket items” that will improve retailer volume, and anticipates Walmart (WMT) and Amazon (AMZN) taking share.======== 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

Oppenheimer initiates IBM (IBM) at an outperform rating. With that bullish note in mind, Rick Ducat examines the technical layout on IBM's chart. He shows the outperformance versus the tech sector, overall S&P 500 (SPX) and compares its performance to other major players like Microsoft (MSFT), Oracle (ORCL) and Amazon (AMZN). Rick adds that IBM's exposure to the quantum computing space adds an interesting wrinkle to its overall business. On the chart, Rick points to $288 as an area of support developing over the last few months. Rick later demonstrates an example options trade for IBM 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

Mario Lagana dissects what he sees as a topping process in the broader market, driven by institutional distribution rather than mere consolidation. He points to market leaders such as Meta Platforms (META) and Amazon (AMZN) showing weakness before the wider market sell-off. Despite a lack of a single news catalyst, he suggests a combination of factors, including A.I. valuation concerns, contributed to the decline. He identifies opportunities in biotech and healthcare, highlighting CrowdStrike (CRWD), Broadcom (AVGO), and Intuitive Surgical (ISRG) as standout names exhibiting strong technical patterns amid the market's downturn.======== 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

Jan Rogers Kniffen and Scott Mushkin break down Target (TGT) earnings. Jan compares their comp sales to what we could potentially see from Walmart (WMT) this week, and highlights competitors Amazon (AMZN) and TJX (TJX). “New management is going to have to come in and make big changes…I really don't see where that solution comes from.” Scott says competition is a “huge problem” for them, saying they have “tremendous” issues across stores, logistics, and online shopping. ======== 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

Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant's stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue. We also discuss recent jobs news and the future of AI in transportation and medicine. Travis Hoium, Lou Whitemand, and Rachel Warren discuss: - Microsoft's $135 billion OpenAI stake - Rolling layoffs in Corporate America - NVIDIA's deals in robotics, aviation, and medicine Companies discussed: Microsoft (MSFT), Amazon (AMZN), Target (TGT), NVIDIA (NVDA), UPS (UPS). Host: Travis Hoium Guests: Lou Whitemand, Rachel Warren Engineer: Dan Boyd Disclosure: 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. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

We discuss how cloud outages may impact stocks beyond Amazon. Plus, GM's great results may show how weak EV sales will be in the U.S. and the how Co-CEO roles have become so popular in tech. Travis Hoium, Lou Whiteman, and Jason Hall discuss: - Cloud outages - GM's results and the EV future - The rise of the co-CEO - Apple's iPhone growth Companies discussed: Apple (AAPL), Amazon (AMZN), Alphabet (GOOG, GOOGL), General Motors (GM), Tesla (TSLA), NVIDIA (NVDA), General Electric (GE), Walmart (WMT), Meta (META), Netflix (NFLX). Host: Travis Hoium Guests: Lou Whiteman, Jason Hall Engineer: Dan Boyd Disclosure: 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. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices