Podcasts about amazon amzn

Fed Day brought plenty of anticipation but relatively subdued options volume as traders waited for the latest move from the Federal Reserve. On this episode of The Hot Options Report, we break down the names dominating the options tape, with Nvidia (NVDA) once again leading the market in contract volume. We also dig into heavy activity in Tesla (TSLA), Apple (AAPL), Intel (INTC), Amazon (AMZN), Micron (MU), Meta (META), AMD and Robinhood (HOOD). Plus, we look at notable million-dollar options trades in Circle (CRCL), Robinhood and Credo Technology (CRDO) and examine a Fed Day filled with intraday spikes, quick reversals and short-dated options that briefly moved into the money before fading. For more options activity and unusual options data, visit TheHotOptionsReport.com.

The options market kicked off the week with plenty of action as traders navigated sharp moves across some of the biggest names on the tape. On this episode of The Hot Options Report, we break down the most active options in Nvidia (NVDA), Tesla (TSLA), Apple (AAPL), Meta (META), Micron (MU), Amazon (AMZN), Microsoft (MSFT), Intel (INTC) and Alphabet (GOOGL). Nvidia once again claims the top spot in overall options volume, while Tesla comes under pressure and Meta rallies despite concerns about a potential AI slowdown. We also head into the 1K Oddballs scan for unusual options activity in Amazon, TLT, Hecla Mining (HL) and Norwegian Cruise Line (NCLH). For more options data and unusual activity, visit TheHotOptionsReport.com.

A lighter day in the options market still delivered plenty of action across some of the biggest names on the tape. On this episode of The Hot Options Report, Mark Longo breaks down the most active options in Nvidia (NVDA), Tesla (TSLA), Apple (AAPL), SpaceX, Meta (META), Amazon (AMZN), Intel (INTC), Micron (MU), AMD and Palantir (PLTR). We look at the calls attracting attention, where traders appear to be buying versus selling, and which short-dated strikes could make things interesting heading into expiration. Plus, Mark heads to the dark side with the MA50 Minus scan on TheHotOptionsReport.com, highlighting stocks and ETFs that have fallen sharply below their 50-day moving averages. For more options data, go to TheHotOptionsReport.com.

Yemeni Houthis confirm that they hit a Saudi Aramco oil refinery and targeted an air base in retaliation for recent Saudi strikes.Canada's retaliatory tariffs on US goods took effect as scheduled, while US President Trump called for a halt to US sales of Bombardier aircraft.US equity futures trade lower as participants return from holiday; Novartis suffers after key drug misses primary endpoints.USD helped by higher energy prices; JPY continues to firm, helped by strong growth and wage data.Fixed income benchmarks fall, with Gilts underperforming as Amazon (AMZN) files for GBP-denominated debt.Crude complex rises following the Saudi and Yemeni Houthi update.Looking ahead, highlights include US ADP Employment Change Weekly. Speakers include ECB's Elderson, BoE's Bailey, Ramsden, Greene & Taylor. Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Tesla held a robotaxi event this week but didn't invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe's new CEO, and the health of consumer spending. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Tesla's “Event” - GPT-6 - Adobe's New CEO - 10-Year Predictions - Retail's Health - Radar Stocks Companies discussed: Reddit (RDDT), CECO (CECO), Tesla (TSLA), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Shopify (SHOP), Walmart (WMT), Amazon (AMZN), Meta Platforms (META), Adobe (ADBE), Dick's Sporting Goods (DKS), On Holding (ONON), Lululemon (LULU). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast 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

GoPro comes roaring back onto the options radar with a massive stock surge, unusual trading activity and plenty of speculation about what could be next for the struggling action-camera company. Is AI—or even a potential defense pivot—helping breathe new life into GPRO? On this episode of The Hot Options Report, we break down the hottest options activity from the first trading day of September, including the eye-opening action in GoPro (GPRO) and a countdown featuring PG&E (PCG), Intel (INTC), Meta (META), SpaceX, Amazon (AMZN), Micron (MU), Tesla (TSLA), Apple (AAPL) and the reigning options-volume king, NVIDIA (NVDA). We also look at where traders were piling into short-dated calls and puts, which trades worked intraday before reversing, and whether option buyers or sellers ended up with the upper hand. For more options data, go to TheHotOptionsReport.com.

Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that's not only affecting their stock price, it could affect their business long-term. We discuss whether FTC probes and settlements are a big deal long-term. We end by laying out what John Ternus needs to do to get off on the right foot at Apple. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - Amazon vs FTC- Future of Amazon Retail- Meta's Settlement- Is Meta Becoming Bit Tobacco?- John Ternus' First Day- How Apple Can succeed Companies discussed: Amazon (AMZN), Apple (AAPL), Meta (META). Host: Travis HoiumGuests: Lou Whiteman, and Matt FrankelEngineer: Kristi Waterworth 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

Crude oil is once again raised concerns on Wall Street after prices hit $88 ahead of Tuesday's trading session. The 10-year Treasury yield also reached new highs not seen since January 2025. Tom White explains how these pressures factor into equities as geopolitical volatility mounts between the U.S. and Iran. AI chip stocks saw some of the biggest selling action ahead of Dell Technologies (DELL) earnings, as did Amazon (AMZN) after getting hit with a new lawsuit. ======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

Longbow Asset Management CEO Jake Dollarhide dissects the current global bond sell-off, attributing it to sustained high oil prices and the resulting 'higher for longer' interest rates. He explains the inverse relationship between interest rates and bond prices, highlighting the struggles for diversified 60/40 portfolios. Dollarhide notes the significant corporate bond issuance from tech giants like Amazon (AMZN) and Meta Platforms (META) is challenging U.S. Treasuries. He also scrutinizes the Fed's potential actions, especially concerning a possible September rate hike, emphasizing the critical role of upcoming employment, CPI, and PPI reports.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

The FTC and 22 U.S. states have filed a lawsuit against Amazon (AMZN) over allegedly manipulating advertising auctions and scalping more than $20 billion from over a million advertisers. Marley Kayden explains what makes the suit so significant for the Mag 7 firm just after Meta Platforms (META) settled its child safety trial. Tim Biggam offers an example options trade for Amazon. ======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

James Czerniawski takes a closer look into the FTC lawsuit against Amazon (AMZN) filed by the agency and 22 U.S. states. The suit alleges that Amazon made $20 billion off deceptive advertising practices. As James explains, the lawsuit can lead to heavy implications against Amazon should the Mag 7 giant be seen as liable. ======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network   About Schwab Network - https://schwabnetwork.com/about

Options sellers take the wheel on a wild Friday as the final trading day of the week delivers surprisingly heavy options volume for the dog days of summer. On this episode of The Hot Options Report, we break down the most active names across the options market, including NVIDIA (NVDA), Tesla (TSLA), Apple (AAPL), Amazon (AMZN), SpaceX, Micron (MU), Microsoft (MSFT), Meta (META), Strategy (MSTR) and Intel (INTC). NVIDIA once again takes the options volume crown, but the post-earnings celebration doesn't last long as the stock reverses sharply after an early rally. We also examine a recurring theme across the tape: short-dated options that moved into the money during the session only to finish worthless at expiration. Go to TheHotOptionsReport.com for more options data.

Tony Zipparro says the headline numbers for Big Tech earnings like Nvidia (NVDA), Microsoft (MSFT), and Amazon (AMZN) show "phenomenal" growth. The problem he sees lies in how the numbers will affect GDP, along with raising questions on how these earnings pave a clear path to AI ROI. Tony also explains that the growth picture faces a key headwind: a K-shaped economy where the bottom third of Americans are struggling.

August 2026 Sustainable Stock and ETF Picks. Includes articles on the top clean-tech companies, AI infrastructure stocks, and ESG funds. By Ron Robins, MBA Transcript & Links, Episode 170, August 28, 2026 Hello, Ron Robins here. Welcome to my podcast episode 170, published on August 28, 2026, titled "August 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will disclose any investments I have in the investments mentioned herein. I have a great crop of 12 articles for you in this podcast! Note: Sometimes companies are covered more than once. Now I've chosen 6 to quote from. Titles and links to the other 6 can be found on the webpage for this podcast edition. ------------------------------------------------------------- Nvidia vs. SanDisk: Morgan Stanley Reveals Which AI Stock Is Crowded and Which Is Heavily Under-Owned I'm beginning with an article featuring two stocks that most ethical and sustainable investors have invested in, either directly or indirectly through funds. It's titled Nvidia vs. SanDisk: Morgan Stanley Reveals Which AI Stock Is Crowded and Which Is Heavily Under-Owned. It is published on tipranks.com and is by Shalu Saraf. Here's some of what the writer says about Morgan Stanley's analysis of these two stocks. "Story Highlights Nvidia has a 2.53-point ownership gap, the widest among the large-cap tech stocks tracked by Morgan Stanley. SanDisk is 2.30 points above its S&P 500 weighting, making it the most over-owned stock in the group. Nvidia has 37.74% analyst upside, compared with 23.78% for SanDisk, with both stocks carrying Strong Buy ratings. Nvidia NVDA  Is Under-Owned Despite Its Market Size. Nvidia's institutional ownership is 2.53 percentage points below its 7.61% S&P 500 (SPX) weighting, and the gap widened by 14 basis points in the second quarter. That gives Nvidia the widest ownership gap among the large-cap tech stocks in the group. Apple AAPL follows with a 2.33% gap, while Microsoft MSFT and Amazon AMZN have gaps of 1.54% and 1.29%, respectively. SanDisk SNDK  Is the More Crowded Trade. Its institutional ownership is 2.30 percentage points above its 0.35% S&P 500 weighting, making it the most over-owned stock in Morgan Stanley's group. KLA KLAC and Western Digital WDC also rank among the most over-owned names… Morgan Stanley also found that active managers remain heavily invested in memory and storage stocks. Software stocks, including IBM IBM, Oracle ORCL, Palo Alto Networks PANW, ServiceNow NOW, and Adobe ADBE, have much lower ownership. NVDA vs. SNDK: Which Stock Do Analysts Prefer? Wall Street remains bullish on both Nvidia and SanDisk, with both stocks carrying a Strong Buy consensus. Nvidia has the higher average price target of $309.94, implying 37.74% upside. SanDisk's $2,211.76 average target points to 23.78% upside." End quotes ------------------------------------------------------------- Clean Tech Companies - Clean Edge 100 This next article is a good annual ranking of clean tech industries. Companies must include over 50% of their revenues from clean tech activities. The article is titled Clean Tech Companies - Clean Edge 100. It is from and by cleanedge.com. Here are some quotes. "The 2026 Clean Edge 100, our third annual ranking of the 100 top publicly traded clean-tech companies in clean energy, transportation, water, and the grid, finds continued global industry leadership in the U.S., Europe, and China. Eligible clean-tech companies are members of our global equity research universe of more than 800 companies and must receive at least 50% of their revenue from clean-tech activities (pure plays). Companies are ranked according to an equally weighted composite of market capitalization, revenue, and operating profit. Revenue and operating profit are adjusted by business exposure as evaluated by Clean Edge.  U.S., Europe, and China-domiciled companies lead the pack this year with 27, 26, and 22 listings respectively, followed by Brazil with seven and Korea with four, reflecting the diversity of global clean-tech activity. U.S.-domiciled firms accounted for nearly $2.5 trillion of market capitalization ($1.6 trillion from Tesla alone), followed by European Union and U.K. companies with $1.2 trillion and Chinese firms with $716 billion in cumulative market capitalization respectively." End quotes. Incidentally, the top five companies in the ranking are: Tesla, Inc. (TSLA), Contemporary Amperex Technology Co., Ltd. (CYATY), GE Vernova, Inc. (GEV), Schneider Electric SE (SU.PA), and ABB Ltd. (ABBN.SW). ------------------------------------------------------------- JUST: How This Ethical ETF Beats Other Large Caps This next article features an ETF that is becoming a favourite. It's titled JUST: How This Ethical ETF Beats Other Large Caps. It's published on etfdb.com and written by Nick Peters-Golden. Here are some quotes from the article. "Do you have clients looking to invest with justice in mind? Younger investors, in particular, are increasingly eager to screen out companies that don't match their ethics. While many ETFs screen out questionable companies, not all manage to deliver strong returns. However, the Goldman Sachs JUST U.S. Large Cap Equity ETF (JUST B) offers a compelling alternative… The index draws from the Russell 1000 and screens for firms that meet its methodology, assessing key areas like diversity, customer privacy, and greenhouse gas emissions… Rather than just focusing on penalizing perceived policy violators, the strategy prioritizes investing in companies doing good. Leveraging that approach, the socially responsible ETF has returned 15.2% YTD, outperforming the ETF Database Large Cap Growth Equities category average of 11.15%, as of August 7. JUST has also delivered strong long-term results, outperforming its category average across one, three, and five-year periods. Over the last five years, the fund has generated a 13% annualized return, beating the Large Cap Growth Equities category average. As advisors look to onboard more clients with particular views and standards, JUST offers a balanced solution of principals and performance." End quotes. ------------------------------------------------------------- Top Renewable Energy Stocks To Watch Now This next article takes us to an industry much loved by ethical and sustainable investors. It's titled Top Renewable Energy Stocks To Watch Now. It's from etfdb.com and by MarketBeat. "1) Quanta Services (PWR) Quanta Services, Inc. provides infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries in the United States, Canada, Australia, and internationally. The company's Electric Power Infrastructure Solutions segment engages in the design, procurement, construction, upgrade, repair, and maintenance of electric power transmission and distribution infrastructure and substation facilities; installation, maintenance, and upgrade of electric power infrastructure projects; installation of smart grid technologies on electric power networks; and design, installation, maintenance, and repair of commercial and industrial wirings. Read Our Latest Research Report on PWR 2) WEC Energy Group (WEC) WEC Energy Group, Inc., through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. It operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Read Our Latest Research Report on WEC 3) HA Sustainable Infrastructure Capital (HASI) HA Sustainable Infrastructure Capital, Inc., through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. The company's portfolio includes equity investments, commercial and government receivables, real estate, and debt securities. Read Our Latest Research Report on HASI 4) Clearway Energy (CWEN) Clearway Energy, Inc. operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. It has approximately 6,000 net MW of installed wind, solar, and energy generation projects; and approximately 2,500 net MW of natural gas-fired generation facilities. Read Our Latest Research Report on CWEN 5) Forum Energy Technologies (FET) Forum Energy Technologies, Inc. designs, manufactures, and distributes products serving the oil, natural gas, industrial, and renewable energy industries in the United States and internationally. It operates through three segments: Drilling & Downhole, Completions, and Production. The Drilling & Downhole segment designs, manufactures, and supplies products, and provides related services to the drilling, well construction, artificial lift, and subsea energy construction and services markets, including applications in oil and natural gas, renewable energy, defense, and communications. Read Our Latest Research Report on FET 6) AirJoule Technologies (AIRJ) Montana Technologies Corporation operates as an atmospheric renewable energy and water harvesting technology company. It provides energy and dehumidification, evaporative cooling, and atmospheric water generation through its AirJoule technology. The company is headquartered in Ronan, Montana. Read Our Latest Research Report on AIRJ 7) NOV (NOV) NOV Inc. designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. It operates through two segments, Energy Equipment, and Energy Products and Services. The company provides solids control and waste management equipment and services, managed pressure drilling, drilling fluids, premium drillpipe, wired pipe, drilling optimization services, tubular inspection and coating services, instrumentation, downhole tools, and drill bits. Read Our Latest Research Report on NOV" End quotes. ------------------------------------------------------------- Morgan Stanley says load up on these 13 AI power infrastructure stocks — including 2 'standout' energy storage plays This next article features a market segment beloved by most investors of this podcast. It's titled Morgan Stanley says load up on these 13 AI power infrastructure stocks — including 2 'standout' energy storage plays. It was posted on finance.yahoo.com and is by William Edwards. Here are some brief quotes on each of Morgan Stanley's picks. "Morgan Stanley says it's time to buy the dip in some beaten-down AI infrastructure stocks… But little has changed regarding the bullish drivers behind these trades, the bank said. 'We believe a meaningful driver of weakness has been technical rather than fundamental,' Stephen Byrd, an analyst at the bank, wrote in the note… Below, are 13 US energy stocks that fall under two themes: AI power infrastructure bottlenecks and energy security, as well as two names in energy storage. 1) Applied Digital APLD AI power infrastructure bottlenecks Year-to-date return: -6.1% 2) Blackstone BX AI power infrastructure bottlenecks Year-to-date return: -16.7% 3) Bloom Energy BE AI power infrastructure bottlenecks Year-to-date return: 90.8% 4) Cipher Mining CIFR AI power infrastructure bottlenecks Year-to-date return: 33.5% 5) Clearway Energy CWEN Energy security assets; energy storage Year-to-date return: -5.48% 6) Liberty Energy LBRT Energy security assets Year-to-date return: -10.8% 7) Riot Platforms RIOT AI power infrastructure bottlenecks Year-to-date return: 55.1% 8) Solaris Energy Infrastructure SEI AI power infrastructure bottlenecks Year-to-date return: 4.64% 9) SpaceX SPCX AI power infrastructure bottlenecks Year-to-date return: -29.5% 10) Talen Energy TLN Energy security assets Year-to-date return: -12.4% 11) TeraWulf WULF AI power infrastructure bottlenecks Year-to-date return: 41.1% 12) Vistra VST Energy security assets; energy storage Year-to-date return: -4.93% 13) X-Energy XE Energy security assets Year-to-date return: -47.9%" End quotes. ------------------------------------------------------------- Cathie Wood and Stanley Druckenmiller Agree On Amazon (AMZN) and Alphabet (GOOGL) The final article I'm reviewing today is titled Cathie Wood and Stanley Druckenmiller Agree On Amazon (AMZN) and Alphabet (GOOGL). It was posted on finance.yahoo.com and is by Fahad Saleem of Insider Monkey. Here are some quotes. "The latest 13F filings for the second quarter show that both Cathie Wood's ARK Investment Management and Stanley Druckenmiller's Duquesne Family Office hold Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL), and both were buying in the quarter. Duquesne Family Office raised its stake by 1,083% in Amazon to 541,600 shares worth $129 million. Wood increased her ARK position by 18% to about 1.59 million shares worth $379 million, or 2.46% of her portfolio. On Alphabet, Druckenmiller opened a new position of 336,300 shares worth $120 million, or 2.31% of his portfolio. Wood raised hers by 45% to about 1.04 million shares worth $369 million." ------------------------------------------------------------- 6 more articles from around the world with Sustainable Investment Picks for August 2026. 1. Title: Eye-Popping Returns Are Drawing Investors Back to ESG Funds - Barron's. By Debbie Carlson. 2. Title: 3 Alternative Energy Stocks Riding the Next Wave of Clean Energy Growth. From zacks.com and by Tanvi Sarawagi. 3. Title: Buy 5 AI Infrastructure Stocks as Big Techs Assure Lasting AI Frenzy. From zacks.com and by Nalak Das. 4. Title: 3 Stocks to Buy as AI Infrastructure Continues to Surge. From fool.com and by Geoffrey Seiler. 5. Title: UBS lists 4 reasons why it may be a good time to look at infrastructure now. From investing.com and by Simon Mugo. 6. Title: FLNC or GEV: Which Alternative Energy Stock Is Better-Placed Now? From finance.yahoo.com and by Maharathi Basu at Zacks. ------------------------------------------------------------- Ending Comment These are my top news stories plus their stock and fund tips for this podcast, "August 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And do click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on September 25th. See you then. Bye for now.   © 2026 Ron Robins, Investing for the Soul

Justin Bergner talks about Gabelli Dividend Growth Fund holdings including Alphabet (GOOGL), Amazon (AMZN), Merck (MRK), and Ferguson Enterprises (FERG) in the context of countervailing market forces. With rising yields, the U.S. budget deficit, and hyperscaler CapEx, what could cause a market correction? Bergner is focused on “bottoms up” equity research to find “idiosyncratic winners.”

Kurv Investment Management CEO Howard Chan introduces the Curve Equity Option Income ETF (KEO), an ETF-of-ETFs designed to provide diversified exposure to mega-cap technology and growth leaders, including Amazon (AMZN), Apple (AAPL), Alphabet (GOOGL), Microsoft (MSFT), Netflix (NFLX), and Tesla (TSLA). He explains how KEO uses options strategies to monetize stock volatility and generate weekly income, while also discussing Kurv's broader effort to simplify portfolio construction through actively managed, institutional-grade ETFs.======== 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 explains why Walmart (WMT) continues to gain traction with higher-income consumers despite a post-earnings stock decline. He discusses the competitive implications for Target (TGT), Amazon (AMZN), and other major retailers, including Home Depot (HD), Lowe's (LOW), TJX Companies (TJX), Ross Stores (ROST), Tapestry (TPR), and Ralph Lauren (RL). Kniffen also highlights the resilience of the U.S. consumer and the role oil prices could play in shaping retail performance through year-end.======== 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

LikeFolio's sentiment data on Walmart (WMT) shows that 90-day demand has moved up roughly 14%, about the same as the stock price year-over-year. However, as Landon Swan shows, Walmart demand is lagging compared to Target (TGT) and Costco (COST) even though it's ahead of Amazon (AMZN). He tells investors to keep an eye on any signs of growth deceleration in earnings, as any weakness can lead to a substantial stock pullback. ======== 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

It's the dog days of summer, and the options market is feeling the heat — or lack thereof. On this episode of The Hot Options Report, we break down an unusually quiet day on the options tape as chip stocks come under pressure. NVIDIA (NVDA), AMD, Micron (MU), and Intel (INTC) all move lower, but options traders are already positioning for potential rebounds. We also dig into the latest options activity in Apple (AAPL), Tesla (TSLA), Amazon (AMZN), Meta (META), Microsoft (MSFT), and SpaceX, including short-dated calls and puts attracting attention across the market. Plus, we take a quick trip through the crypto markets to see what's moving in Zcash, Aave, Toncoin and more. Go to TheHotOptionsReport to run your own options reports.

Dryden Pence returns to the Watch List and walks investors through some of his top stock picks, which includes Nvidia (NVDA), a company he calls a "pivotal chokepoint" in AI. He doesn't see the AI trade slowing down and sees Nvidia capitalizing on every aspect of the industry. He also likes Microsoft (MSFT), Amazon (AMZN) and Alphabet (GOOGL) in the Mag 7. He taps Keysight Technologies (KEYS), Teradyne (TER), and Lumentum (LITE) as strong developing tech firms. ======== 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

Demand for AI is exploding and two companies – OpenAI and Anthropic – are driving the industry forward. Everything from hyperscalers to neoclouds to memory stocks are hanging on the demand for tokens they need. We discuss that demand, how debt got involved, and what could go wrong. Plus, what sports franchise would you buy?Travis Hoium, Lou Whiteman, and Jason Moser discuss:- AI IPO Setup- Insatiable Demand- Debt Gets Involved- Restaurant Recovery?- Buying a Franchise- Radar StocksCompanies discussed: Quantum Computing (QUBT), Firefly (FLY), Alphabet (GOOG), Amazon (AMZN), SpaceX (SPCX).Host: Travis HoiumGuests: Lou Whiteman, Jason MoserEngineer: Bart ShannonAdvertisements 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

Micron keeps delivering fireworks as its wild run puts call sellers back in the hot seat. On this episode of The Hot Options Report, we break down the most active names and hottest options trades lighting up the market. We dig into the action in Micron (MU) as traders once again pile into the thousand-strike calls. Plus, Tesla (TSLA) rallies while SpaceX (SPCX) comes back to Earth, NVIDIA (NVDA) claims the top spot on the options volume leaderboard, and Intel (INTC) attracts aggressive call activity. We also check in on the options action in Palantir (PLTR), Netflix (NFLX), Amazon (AMZN), Super Micro Computer (SMCI), Apple (AAPL) and more. Which options buyers are sitting pretty heading into expiration—and which sellers are still sweating? You can run your own reports at TheHotOptionsReport.com.

"The big takeaway from this earnings season is that the AI trade isn't slowing, it's broadening," says Sylvia Jablonski when discussing Mag 7 earnings. She calls the reports a "clearing event" that brought skeptical investors back into the market. Sylvia considers Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) as the long-term winners. Stephanie Walter calls the group the "divergence seven" when it comes to how these companies use AI. As for Alphabet, she believes the company needs to "show the receipts" on its AI spending. ======== 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

Earnings continue to be the driver behind the stock market's growth despite lingering geopolitical risk, says Tom White, as all indices except the Nasdaq-100 (NDX) hover just off record highs. He explains how Alphabet (GOOGL), Amazon (AMZN), Microsoft (MSFT) and other Big Tech prints added much needed muscle to stocks. Tom then touches on Berkshire Hathaway (BRK/B) earnings and how the company added more to its portfolio. Also on his radar: Meta Platforms (META) releasing new AI models. ======== 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

Big Tech is spending at a scale we've never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio specialist Sam Ruiz to unpack what earnings season has revealed, where the AI bottlenecks are shifting, and why the hardware supplying the boom may be an easier question to answer than picking the eventual AI winners.In this episode:00:00 Is the AI Boom Sustainable?03:52 Big Tech's Trillion-Dollar AI Bet06:58 AI Revenue Is Surging09:17 Who's Funding the AI Boom?12:19 The World Needs More Compute15:55 Why AI Stocks Swing Wildly20:01 Can AI Earnings Last?24:37 China's AI Threat29:36 AI's Battle for Your Ecosystem33:10 Did Apple Miss AI?37:40 Best Ways to Invest42:35 Protecting Against an AI BustETFs and stocks mentioned: Alphabet (GOOGL / GOOG), Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), Meta (META), Oracle (ORCL), Nvidia (NVDA), AMD (AMD), Intel (INTC), SK Hynix (000660.KS), Samsung (005930.KS), Vertiv (VRT), Siemens (SIE / SIEGY), Caterpillar (CAT), Palantir (PLTR).———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

NVIDIA dominates the options volume leaderboard while SpaceX bounces back following its first earnings report. On this episode of The Hot Options Report, we break down the most active names across the options market, including NVIDIA (NVDA), SpaceX, Apple (AAPL), Tesla (TSLA), Micron (MU), Microsoft (MSFT), Hertz (HTZ), Intel (INTC), Amazon (AMZN), and Palantir (PLTR). We also kick things off with a look at the Golden Sweeps, where big-money options activity is lighting up SPY and AMD. Which trades are working, which short-dated options are running out of time, and where is options paper placing its bets heading into Friday? Find out on The Hot Options Report. For more options activity, unusual options flow, sweeps, scans, and analytics, visit TheHotOptionsReport.com.

Phil Rosen explains why the equal-weight S&P 500's (SPX) outperformance points to a broadening bull market, even as stocks like Apple (AAPL) and Western Digital (WDC) see individual volatility. He also discusses rising AI investment from Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL), and highlights Eli Lilly (LLY) as a top biotech pick with trillion-dollar potential.======== 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

RDS Wealth CEO Dale Smothers explains why he believes the S&P 500 (SPX) can reach 8,000 despite near-term volatility. He discusses buying opportunities in Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), and Palantir (PLTR), while warning that investors are underestimating China's push for African mineral resources and its implications for the AI race.======== 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

Longbow Asset Management CEO Jake Dollarhide breaks down the market's reaction to big tech earnings, highlighting continued strength in the AI trade led by Amazon (AMZN), Microsoft (MSFT), and Palantir (PLTR). He also discusses how financials and industrials are benefiting from the tech-driven rally, why earnings expectations have become exceptionally high, and the risks posed by rising yields and geopolitical tensions.======== 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

GraniteShares CEO, Will Rhind, discusses how companies with compelling AI strategies are being rewarded this earnings season, highlighting Microsoft (MSFT) and Amazon (AMZN) while noting increased scrutiny on Apple (AAPL). He also examines potential selling pressure on SpaceX as its lock-up period expires and explains how future IPOs from AI leaders like OpenAI and Anthropic could challenge current market valuation frameworks.======== 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 soars while Apple gets crushed in a wild post-earnings session for two of the biggest names in the options market. On this episode of The Hot Options Report, we break down the hottest options activity across Amazon (AMZN), Apple (AAPL), NVIDIA (NVDA), Microsoft (MSFT), Tesla (TSLA), Micron (MU), SpaceX, Alphabet (GOOGL), Intel (INTC) and Strategy (MSTR). Amazon rockets higher following earnings as options traders pile into AMZN, while Apple heads in the opposite direction with a sharp post-earnings selloff. We also look at another huge day for Microsoft following its earnings surge, massive activity around NVIDIA's 200 strike, and the latest options action in Tesla, Micron and SpaceX. Plus, we check out the latest notable options sweeps lighting up the tape, including activity in IBIT, SpaceX and CoreWeave (CRWV). Which names are dominating the options market as we close out the trading week and the month? Find out on The Hot Options Report. Explore the options data and scans discussed on the show at TheHotOptionsReport.com.

Microsoft (MSFT) and Amazon (AMZN) surged after strong earnings driven by AI and cloud growth, while Meta (META) and Apple (AAPL) fell despite mixed quarterly results and weaker guidance. Marley Kayden gives a breakdown of the biggest takeaways from this week's major big tech earnings reports.======== 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

Dan Ives breaks down his biggest takeaways from this week's Big Tech earnings, arguing that AI is still in the "third inning" with only about 5% of companies currently paying for AI adoption. He explains why earnings season continues to validate the long-term AI growth story, weighs the market's reaction to the results, and analyzes the post-earnings rallies in Microsoft (MSFT) 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

Amazon (AMZN) is rallying after strong earnings, and CFRA's Arun Sundaram says investors are finally becoming comfortable with the company's massive A.I. capital spending. He says Amazon continues to deliver strong operating margins in AWS, showing those investments are beginning to pay off.Sundaram maintains a Strong Buy rating and a $335 price target on Amazon, arguing the stock remains undervalued as analysts continue to underestimate the company's long-term earnings and growth potential.======== 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

This earnings season is showing that investors want proof AI investments can generate meaningful returns, according to Stephanie Walter of HyperFrame Research. She says this explains the positive reaction to Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL), while Meta Platforms (META) has not shown a path to monetization of A.I.Walter also says Apple (AAPL) is taking a different approach, focusing on enhancing its existing products and user experience rather than competing in the A.I. spending race.======== 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

Markets are higher heading into Friday's open as investors digest developments in the Middle East and another round of major tech earnings. Jenny Horne discusses why crude oil is ticking higher following the latest regional headlines.On the earnings front, Apple (AAPL) is pulling back from its all-time highs as weak guidance overshadows a record quarter, while Amazon (AMZN) is surging on strong AWS growth and upbeat results.======== 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) is rallying after earnings, and TripleLift's Rob Deichert says the company's powerful combination of retail, A.I., and advertising continues to drive growth. He points to Amazon's vast retail data, expanding AWS infrastructure, and integrated business model as creating a powerful competitive flywheel.Deichert also says Amazon continues to innovate while showing no meaningful signs of a slowing consumer.======== 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

Tech earnings wrap up a busy week as investors react to results from some of the market's biggest names. Jenny Horne explains why Amazon (AMZN) is rallying after its strongest AWS growth since 2021, while Apple (AAPL) slips despite reporting its "best quarter ever" as guidance and spending concerns weigh on the stock. Reddit (RDDT) also falls after warning of choppy search referral traffic.======== 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

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe tech-stock dip is creating opportunity—but only if you know where real strength is showing up before the crowd sees it.In this video, we break down 3 tech stocks with the potential to lead the next move, including one that is already up 21% this week. We also put the opportunities in context by reviewing Microsoft ($MSFT), Apple ($AAPL), Nvidia ($NVDA), Micron ($MU), Alphabet ($GOOGL), Meta ($META), Amazon ($AMZN), Tesla ($TSLA), AMD ($AMD), and the broader S&P 500 ($SPY).The goal is not to blindly buy a dip. It's to identify the stocks showing relative strength, institutional momentum, and the right market backdrop before a move becomes obvious.Subscribe for daily market analysis, stock ideas, and the signals helping traders find opportunities before they move.#stocks #techstocks #stockmarket #NVDA #MSFT #AAPL #MU #AMD*This video is for educational purposes only and is not financial advice.*Here's how we plan to DOMINATE the US Investing Championship for 2026You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://www.ovtlyr.com/usicplan

US Treasury Secretary Bessent said the yen has substantially overshot equilibrium and the US views excess yen volatility as unhealthy, while he added that the yen is very undervalued and that Japan may have intervened in currency markets on Thursday.Nikkei sources said Japan's government and BoJ intervened in the FX market yesterday by buying yen and selling dollars, while desks conducted rate checks.BoJ kept rates unchanged at 1.00%, as expected, through an 8-1 vote, with board member Takata the dissenter who proposed a 25bps rate hike; little move in Japanese assets on the announcement.After-hours US earnings saw Amazon (AMZN) rise almost 10% whilst Apple (AAPL) fell over 6%.APAC stocks were mostly higher following the tech-inspired momentum stateside; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.8%.Looking ahead, highlights include French/Italian/EU Inflation Flash (Jul), German Unemployment Rate (Jul), Canadian GDP (May), US University of Michigan Final (Jul). Speakers include BoJ Governor Ueda, BoE's Pill, Fed's Hammack, Logan & Kashkari. Earnings from AbbVie, Chevron, Credit Agricole & NatWest. Scope Ratings update on Switzerland rating.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Apple (AAPL) shares dipped after earnings despite a record quarter, as investors focused on weaker services and China revenue. Amazon (AMZN) rallied on strong AWS growth and record results, while Reddit (RDDT) faced pressure from concerns over search traffic despite beating expectations. ======== 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

Jeff Pierce and Marley Kayden break down the latest earnings from Amazon (AMZN), Coinbase (COIN), Strategy (MSTR), Reddit (RDDT), and Rivian (RIVN) highlighting the biggest surprises and what they mean for investors. Amazon beat on earnings while Coinbase missed.======== 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

Steven Dickens, CEO of HyperFRAME Research, previews Amazon's (AMZN) earnings and explains why backlog growth and capital expenditures will be key metrics for investors. He discusses the impact of AWS amid strong cloud results from Microsoft (MSFT) and Alphabet (GOOGL), while also highlighting electricity supply as a critical long-term factor in sustaining AI and cloud infrastructure growth.======== 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

Joe Tigay walks us through his Big 3 picks tied to the AI buildout. He points to Alphabet (GOOGL) as a company monetizing AI in multiple ways, highlights Amazon (AMZN) expanding its robotics capabilities, and calls Vertiv (VRT) a vital AI infrastructure company. Charles Schwab's Kevin Horner takes us through the key technicals in the stock 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

Jay Hatfield argues the market is undergoing a rotation as hedge funds unwind crowded chip positions. He explains why Amazon (AMZN) looks undervalued and how America's energy advantage continues to support the U.S. investment outlook.======== 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

"I would not jump to the alarm bell" when it comes to the AI trade's substantial selling action, says Ted Thatcher, pointing to Alphabet (GOOGL) as a bellwether for the Mag 7 in AI spending and ROI. He expects Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) to all raise CapEx for 2026 but also sees these Big Tech giants benefitting from it long-term. Ted turns to how open source AI models like Kimi are changing the way investors see CapEx.======== 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/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

Emily Roland considers the current earnings season a phenomenal one that's being overshadowed by CapEx figures from Mag 7 companies. She says Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META) and Amazon (AMZN) need to prove that all their AI spending is offering substantial ROI. As investors continue to digest all the AI volatility, Emily offers ways to diversify your portfolio while still keeping it tied to tech themes. She turns to the Fed and offers her reasoning as to why the committee can hold interest rates.======== 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/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

Alphabet's stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply chain. Plus, we get to Tesla's earnings and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Hall discuss: - Alphabet's Free Cash Flow - Who Blinks? - Tesla's Stock Drop - The Price Is Right - Intel's Earnings - Stocks On Our Radar Companies discussed: BBB Foods (TBBB), Booz Allen Hamilton (BAH), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Amazon (AMZN), Taiwan Semiconductor (TSM), Tesla (TSLA), SpaceX (SPCX), General Motors (GM), Lyft (LYFT), Hims & Hers (HIMS), Palantir (PLTR). 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

Q2 2026 was the best year on Wall Street since 2020 and AI led the way. But the gains weren't evenly distributed and we discuss what's sustainable and what's not in the market. Plus, we discuss Meta becoming a neocloud and look back on the U.S. stocks that defined the past four decades. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Record Q2 Performance - How AI Ruled the Day - Meta the Neocloud? - What Happened to Compute Constraint? - History of U.S. Stocks - Stocks on Our Radar Companies discussed: Meta Platforms (META), Netflix (NFLX), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG, GOOGL), Walmart (WMT), Home Depot (HD), Microsoft (MSFT), Cisco (CSCO), Dell (DELL), GE (GE), Columbia Banking (COLB), Axon (AXON). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser 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

Jon, Matt, and Rachel dissect the latest breakup news from Comcast as the media giant intends to spin off assets under its NBCUniversal entity. This could unlock value but could shake up the streaming landscape. The team then moves on to Rocket Lab's $8 billion acquisition of Iridium before ending with a listener question about selling stocks. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Comcast spins off NBCUniversal -Whether NBCUniversal is an attractive takeover target -Rocket Lab's $8 billion acquisition -Selling stocks you love to buy stocks you love more Companies discussed: Rocket Lab (RKLB), Iridium (IRDM), Space Exploration Technologies (SPCX), Comcast (CMCSA), Versant Media Group (VSNT), Amazon (AMZN), Apple (AAPL) Host: Jon Quast Guests: Matt Frankel, 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