Podcasts about amzn

This earnings season has been A LOT. So, we thought it's worth running through the broad impact on our portfolios - from the stocks that impressed us, to the ones we'd rather ignore...---⁠⁠⁠⁠⁠Want to feel confident investing from the UK?⁠⁠⁠⁠⁠Now, I know that it's not easy to start investing with confidence.We both made mistakes at the start of our investing journeys that cost us thousands of pounds.This is why we poured all the knowledge accumulated over the years into creating the 6-week investing roadmap that we wish we had at the start.We've already helped over 2,000 people feel confident with their investments.

Nick Frasse discusses the launch of two new True Sector ETFs, which aim to give investors uncapped exposure to sector winners like Nvidia (NVDA) and Amazon (AMZN), without the artificial caps imposed by traditional sector funds. Frasse explains that these ETFs use a combination of other ETFs and individual stocks to track the market leaders within specific sectors, such as consumer discretionary and technology, allowing for more concentrated bets on top performers. He also addresses concerns around concentration risk, arguing that these ETFs provide a more targeted way for investors to gain sector exposure while still allowing for overall portfolio diversification.======== 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

Market chatter about the frothiness of the AI market seems to be picking up and has hit a fever pitch with Open AI CEO Sam Altman claiming that he too sees a bubble forming. That, and earnings from retailers looking at new leadership or acquisitions to right their respective ships Tyler Crowe, Lou Whiteman, and Rachel Warren discuss: -Open AI CEO Sam Altman's comments about AI bubbles -Target and Estee Lauder under new leadership -Home Depot and Loew's in a race to own the building products space Companies discussed: PLTR, CRWV, TGT, EL, HD, LOW, QXO, MSFT, AMZN, ELF, LRLCY, GOOG, GOOGL Host: Tyler Crowe Guests: Lou Whiteman, 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

Is Altman right about an AI bubble? … Plus, Powell at Jackson Hole… Alphabet (GOOG) and Amazon's (AMZN) latest power deals… Why Target (TGT) is selling off... The government's Intel (INTC) deal... And SPACs are back. In this episode: The PGA Tour: Scheffler's odds are laughable [0:39] Sam Altman says AI is in a bubble—is he right? [3:30] Powell at Jackson Hole: What to expect from the Fed Chair [11:40] Why Google is scaling up its stake in this highly shorted stock [15:05] Amazon's FLEX deal: What are cashless warrants? [21:30] Why Wall Street is punishing Target's executive move [27:55] The government's stake in Intel: Good for taxpayers or slippery slope? [33:50] SPACs are back—will retail investors get screwed again? [47:33] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

To close out the 2025 Authors in August series, we flip the script—and the mic. Chris Hill, longtime Fool and creator of Motley Fool Money (and host of Money Unplugged) returns as guest host to grill David about his forthcoming book, “Rule Breaker Investing.” David reveals his first-ever Rule Breaker stock (before he'd even coined the phrase), the inspiration for his discipline… he names names on current dark clouds investors may be able to see through, and brings Rule Breaker thinking across diverse topics, from portfolio construction to sports betting. Finally, it's Chris who leads a round of Buy, Sell, or Hold, with David! Companies Discussed: AAPL, AMZN, AXON, CMG, CRM, DDD, GPRO, ISRG, META, MRNA, MSFT, NFLX, NVDA, ODFL, PTON, SHOP, TREX, TSLA Pre-order Rule Breaker Investing here: https://www.amazon.com/gp/product/1804091219/ Sign up for The Motley Fool's Breakfast News here: www.fool.com/breakfastnews Guest Host (first one ever): Chris Hill Guest: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason and Jeff discuss how to identify and handle situations where the thesis for owning a particular stock might be broken or changed, using various companies as examples.01:02 Understanding the Broken Thesis03:07 Evaluating Investment Theses09:03 Case Study: The Trade Desk19:46 Case Study: Boston Omaha24:26 The Broken Thesis: A Personal Experience25:11 TPI Composites: A Case Study in Bankruptcy29:36 Brunswick Corporation: A Journey Through Time33:31 Nvidia: From Video Cards to AI Powerhouse40:24 Evaluating Investment Theses: Lessons LearnedCompanies mentioned: AMZN, BC, BOC, CTRE, NFLX, NVDA, OM, RDFN, ROKU, CLNETPIC, TTD*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Hertz (HTZ) rallied 6% after announcing it will sell used cars through Amazon (AMZN). Why is the company accelerating its footprint in the industry now, and how will it help both companies? Karl Brauer pumps the gas and explains why he sees the deal as symbiotic for Hertz and Amazon's growth as the used car space faces headwinds.======== 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

"Things in the stock market look really good," says Andrew Arons, but a continuation of equity strength will hinge on earnings leaping over bars Wall Street sets for companies. He expects the Mag 7 and other large-cap tech names to remain leaders due to their performance in recent months. As for stocks Andrew is watching, he believes Reddit (RDDT) has a "nice path to move quite a bit higher." For the mega caps, he likes Amazon (AMZN) and Meta Platforms (META).======== 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

U.S. consumer spending just logged its second straight month of gains, and Anthony Ferry says it's a testament to the strength and resilience of the U.S. consumer. Despite inflation concerns and tariff uncertainty, Ferry notes that consumers are still willing to spend, particularly in categories like motor vehicles, where they may be trying to beat out potential price hikes. Online retailers like Amazon (AMZN) are also driving growth, with their extended Prime Day promotions pulling forward holiday 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

LikeFolio's Megan Brantley says Amazon's (AMZN) same-day grocery delivery expansion will disrupt the space. She notes the company's Prime membership paired with delivery improvements will steer customers away from retail giants like Walmart (WMT) to their platform. Megan later talks about the company's A.I. endeavors through AWS cloud. While growth for AWS has slowed, Megan points out that it's still taking market share from Microsoft (MSFT) Azure and Alphabet's (GOOGL) Google cloud.======== 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 Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(02:58) AI's Impact on Software Companies(11:52) Trends in Alcohol Consumption(21:02) Amazon's Grocery Delivery and Instacart's Challenges(30:41) Cava's Earnings and Restaurant Industry Trends(36:14) Analyzing Restaurant Performance Amid Economic Challenges(39:58) Insider Buys(44:29) The Hot IPO Market: Opportunities and Risks(48:25) Bubble Watch: Signs of Market Euphoria(50:50) Adyen's Growth Challenges in a Competitive Landscape(56:19) CoreWeave's Risky Bet*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The SPX saw slight gains while the other indices slid on Thursday's trading session. Intel (INTC) popped right before the close after Bloomberg reported that the Trump administration was weighing a stake in the company. Amazon (AMZN) outperformed its Mag 7 peers on plans to expand same-day grocery delivery to thousands of U.S. cities. Deere & Co. (DE) and Tapestry (TPR) dragged after earnings disappointed investors. Alex Coffey carries investors through the day's biggest stories.======== 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

Jason and Jeff discuss the impacts of strategic business shifts in companies like Airbnb, Amazon, Netflix, and Tesla, examining which moves added value, which ones did not, and where the jury is still out.01:27 Airbnb Investment Discussion02:38 Airbnb's Future and CEO Analysis05:15 Challenges and Opportunities for Airbnb13:52 Successful Business Transformations14:31 Amazon's Strategic Moves21:12 Microsoft's Resurgence26:38 The Impact of the iPhone on Apple's Future26:56 Microsoft's Struggles with Innovation27:19 Steve Ballmer's Infamous Moment28:01 Berkshire Hathaway: A Unique Conglomerate30:42 Under Armour's Rise and Fall33:27 Shopify's Strategic Decisions36:24 Companies with Uncertain Futures45:10 Tesla: The Ultimate Story StockCompanies mentioned: ABNB, AMZN, BRK.B, CPNG, MELI, MSFT, NFLX, SBUX, SHOP, SOFI, TSLA, UA*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Jason Brown is joining the chorus of market pundits telling investors not to count Apple (AAPL) out. He says "it's a matter of when" the company capitalizes on A.I., as he expects developments to thrust the stock higher. He notes Amazon (AMZN) and Tesla (TSLA) as stocks he expects to rebound from recent earnings sell-offs. Jason also offers example options trades while Kevin Green gives investors insight into the bearish and bullish trends he sees in the Mag 7 companies.======== 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

Hilary Kramer offers a wide array of stocks she believes will continue to outperform over the coming months. In the A.I. space, she labels Oklo Inc. (OKLO) as a key player in the nuclear buildout of A.I. infrastructure. Additionally, Hilary sees Palantir (PLTR) hitting $200 due to the demand for data across industries. On mid-caps, she considers Shopify (SHOP) a "mini-Amazon" (AMZN) and expects Reddit (RDDT) to accelerate its momentum due to how it integrates A.I. with its user base.======== 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

Last day to get the Weekend Sale on Trendspider. DON'T MISS IT. This episode is great because we are in a BULL MARKET. Know what to invest in, what to trade and how to identify the differences. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Bend and Snap – a one day sell-off is all it takes Services PMI is just about the contraction zone Economic reports softening – markets begging for a rate cut This episode's guest: our good friend , author and former banker Satyajit  Das – all the way from down under NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Satyajit Das is an internationally respected expert in finance, with over 37 years' experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world. Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns & Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed Our Own Future? (2015 & 2021) He was featured in Charles Ferguson's 2010 Oscar-winning documentary Inside Job, the 2012 PBS Frontline series Money, Power & Wall Street, the 2009 BBC TV documentary Tricks with Risk, and the 2015 German film Who's Saving Whom. His writing appears in Financial Times, Nikkei Asia review and Marketwatch   Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AMZN), (TLT), (AMD), (AAPL), (NVDA)

Amit Walia, CEO of Informatica (INFA), talks about what he calls a "blow out" quarter in earnings, particularly through its cloud business. He talks about how the report shows the importance of A.I. and its role for Salesforce's (CRM) Agentforce platform. Informatica was acquired by Salesforce in May for $8 billion. Amit later notes the company's hyperscaler partnerships through Amazon (AMZN) AWS, Microsoft (MSFT), and mostly recently, Nvidia (NVDA).======== 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 warns that the U.S. economy is weakening and will likely enter a recession if the Federal Reserve doesn't cut interest rates significantly this year. He thinks the labor market slowdown was already priced in by some market participants and that inflation concerns are overblown, instead attributing it to excessive monetary growth. Hatfield also shares his top stock picks, including Amazon (AMZN) and Broadcom (AVGO) in tech, and NextEra Energy (NEE) in the energy space, citing their reasonable price-to-earnings ratios 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

Summary del Show: • Trump sube aranceles a chips al 100 %, salvo producción nacional; $TSM se salva. • $AAPL anuncia inversiones por 600 Billones y mantiene respaldo de Wedbush. • $UAL supera fallo técnico que afectó más de 1 000 vuelos; aún hay cancelaciones. • Zoox de $AMZN obtiene luz verde para operar robotaxis sin volante ni pedales.

In this episode, we provide a recap on earnings so far in Q2, which, so far, have been good enough for the market to remain near all-time highs. We also delve a little deeper into some of the megacap earnings, especially as it relates to whether accounting rules are optically improving earnings while cash flow is shrinking as spending on capital expenditures, specifically AI chips, is draining corporate coffers. To wit, free cash flow versus capex for the four biggest spenders (GOOG, META, AMZN, and MSFT) is as follows (in billions): 2024 FCF - $233 Capex - $226 2025 FCF - $207 Capex - $351 2026 FCF - $240 Capex - $445 2027 FCF - $289 Capex - $512 In other words, these businesses, which once generated massive amounts of free cash flow for things like buybacks, are becoming much more capital intensive. However, since 2021, it has been only the 10 biggest stocks that have had earnings that have exceeded inflation; the other 490 have barely kept pace with overall price increases. We also talk about inflation, specifically the shift toward the greater use of estimates versus actual inflation data, as well as the smoke signals from the economic intelligentsia hinting at a shift away from the fed's long-standing 2% inflation target. In the spirit of government estimates, we also review the recent (abysmal) jobs data, and revisions, and connect that with the demise of certain professions, which ties into the massive AI spending driving corporate earnings and capital expenditures. We close with a look at the strong recent performance of speculative stocks, the historically large nature of the volume in that trading, and why that has historically boded poorly going forward. Of particular note is the recent record flow into the Ark Innovation ETF. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

All of the news of the week including the Federal Reserve meeting, our 3% GDP number, top tech earnings, and all-time record highs on the S&P and Nasdaq is reviewed.  We also take a look at how you might own SpaceX and other Private Companys before they become public.  We also introduce Bob Doll's Crossmark Fund's new faith-based Investment ETFs.

S&P Futures are down sharply this morning as markets react to the latest tariff news from President Trump. After markets closed yesterday, President Trump announced increased tariffs on multiple U.S. trading partners and warned that any nation supporting the "Anti-American policies of BRICS" would face an extra 10% tariff with no exceptions. He also sent letters to the CEOs of 17 major pharmaceutical companies demanding that they substantially reduce prescription drug prices in the United States within 60 days. This morning release of the monthly Non-Farms Payrolls data is being highly anticipated as it is a key data point in the Feds decision making process. On the earnings front, AAPL, BOOT, CVX, RDDT are higher after announcements. AMZN, FLR, IR ROKU are lower. On Monday morning, earnings reports are expected from BNTX, ON, TSN, L, W and TSEM.

Apple (AAPL) posted record June quarter revenue as iPhone sales topped Wall Street estimates. Jenny Horne goes under the hood on the Mag 7 earnings report, highlighting a record-high services segment revenue number. Later, she turns attention to Amazon (AMZN) and the e-commerce company's mixed report. While it beat top and bottom line figures, Amazon guidance amid tariff uncertainty fell below 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

Is August going to be the pullback or will the market crash? That's for the market to decide, but expect some chaos from Washington as it's started and the market is reacting. Will you buy the dip or sell the rip? Remember - a plumber doesn't show up to a job to fix a leak without his toolkit so make sure you have yours! Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Summary del Show: • Wall Street abre en rojo tras guía débil de $AMZN y expectativas laborales claves. • $AAPL sube con resultados por encima de lo esperado, liderado por iPhone y Servicios. • Trump firma nueva orden ejecutiva revisando aranceles recíprocos a más de 50 países. • Palantir $PLTR consigue contrato récord con el Ejército por hasta 10 Billones de dólares.

US President Trump announced tariffs on countries ranging from 10%-41% including a tariff rate of 10% for Brazil, 30% for South Africa, 20% for Taiwan and 25% for India. Canada's tariff increased from 25% to 35%, while Mexico received a 90-day extension of the current tariff rates.Japan eyes a 15% rate for the US chip tariff, on par with EU, with Japan's trade negotiator stating Japan should be able to secure a 15% rate for the new sectoral tariff the US is planning to impose on chips, according to Nikkei.European and US indices are entirely in the red in reaction to the Trump's latest tariff levy; AMZN -8% & AAPL +2% post-earnings.USD is broadly firmer vs. peers as NFP looms large; CHF/NZD pressured after the respective countries received tariff hikes.USTs are near enough flat, Bunds are softer but unreactive to HICP, Gilts heavy.Crude is on the backfoot, gold awaits NFP, copper stable.Looking ahead, Global Manufacturing PMI (Finals), US NFP, ISM Manufacturing, UoM Sentiment Final, Atlanta Fed GDPNow, Speakers including Fed's Bowman, Waller (Unconfirmed), Hammack.Earnings from, Earnings from Exxon, Chevron, Regeneron & Colgate.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode of The Option Block, host Mark Longo and his all-star panel including Uncle Mike Tosaw from St. Charles Wealth Management and Henry 'The Flowmaster' Schwartz from Cboe discuss various topics related to the options market. The show covers a wide range of issues such as reactions to Microsoft and Meta's impressive earnings, interesting call buys in lesser-known stocks like Coursera and Freshworks, and detailed breakdowns of recent unusual options activity. Listener polls on trading challenges and strategical preferences are addressed while Uncle Mike and Henry share their insights on the current market environment and upcoming economic events.    03:08 Market Analysis and Trading Strategies 06:27 Earnings Reports and Market Movers 12:34 Options Trading Insights and Trends 18:45 Earnings Season Highlights 29:32 Coinbase and Market Movements 30:19 Riot and Roku Analysis 30:55 Moderna and Cboe Insights 31:25 Earnings Season Highlights 32:15 Odd Block: Unusual Options Activity 32:55 Coursera and Freshworks Trades 39:46 Bristol Myers Squibb Breakdown 46:40 Listener Mail and Poll Results 53:33 Around the Block: Market Watch  

S&P Futures are showing strong gains this morning after outstanding earnings from Microsoft (MSFT) and Meta (META), both of which delivered results that surpassed expectations. Outside of tech, a majority of companies have delivered mixed or disappointing results. Fed Chairman Jerome Powell came across as hawkish in his press conference yesterday and indicated that the Fed is looking past the tariff situation by not raising rates. President Trump announced a trade deal with S. Korea. An agreement with Mexico remains fluid while an agreement with Canada appears unlikely. A federal appeal court will begin hearing oral arguments today on President Trumps claim that economic emergencies allow him the right to impose tariffs. The key economic data point for today will be the PCE report due out in the pre-market. On the earnings front, MSFT, META, WDC, EBAY & CVNA are higher after announcements. RACE, ARM, LRCX, WCOM, BUD, F, & HOOD are lower. After the bell today are earnings reports from AAPL, AMZN, KLAC, COIN, NET, ROKU, and RDDT.

Amazon (AMZN) highlights Thursday's postmarket earnings slate alongside Apple (AAPL). Tom White looks at the chart patterns so far in 2025, as the e-commerce giant is attempting to rally back to January highs. He points to the death cross and golden cross occurrences on AMZN 50-day and 200-day moving average studies. For an example trade, Tom composes 2 strategies: a call vertical and a put vertical. Tom describes the differences in the options plays ahead of earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...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

Marley Kayden previews Amazon (AMZN) earnings as the company is set to report after the close. She points to the company's cloud business and how significant AWS is for overall revenue generation. Marley adds insights on capex spending as current estimates have Amazon surpassing more than $100B in the fiscal year. Joe Tigay joins the conversation to discuss AMZN and the overall strength in markets as big tech earnings drive equities to all-time highs.======== 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

Owen Carr joins Next Gen Investing to discuss Amazon (AMZN) and the e-commerce giant's pricing strategy during uncertain international trade amid tariff hikes. Owen says Amazon has largely fared better than expected, attributing strength to its sellers working through pre-tariff inventory before passing on cost increases. He does caution that an eventual price hike rollout is likely as sellers absorb record-high margins alongside new tariffs.======== 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

Caleb Silver joins Nicole Petallides at the NYSE to discuss the megacap tech themes drawing investor focus in the current market. He adds his take on Microsoft (MSFT) after the Azure stock hit new all-time highs. Caleb compares the top A.I. and cloud computing companies before turning to what he calls "the most important metric" in big tech companies right now: revenue per employee, saying Nvidia (NVDA) employees average $3.62M.======== 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) shares slipped lower despite beating top and bottom-line estimates, as investors focus on in-line AWS revenue growth and slightly lower-than-expected operating income guidance. Ivan Feinseth says Amazon is more than just AWS, highlighting the strength of its advertising business, driven by A.I., and consumer spending. He expects further upside, citing ongoing investments in A.I. and data center infrastructure, and a strong e-commerce business.======== 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's (AMZN) earnings came in mixed, with cloud growth underwhelming and capacity issues weighing on the stock. Meanwhile, advertising revenue growth of over 20% was a bright spot, aligning with strong digital ad numbers from Meta (META) and Alphabet (GOOGL). Ali Mogharabi discusses this, as well as how Apple (AAPL) crushed iPhone sales expectations. Microsoft (MSFT) also impressed with 39% cloud growth, thanks to Azure.======== 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

Microsoft (MSFT) and Meta (META) surged to all-time highs lifting the Nasdaq-100 (NDX) and the S&P 500 (SPX) to new marks as well. However, the jubilation was short-lived as stocks tumbled into the close and the SPX added to its 3-day losing streak. After hours, Amazon (AMZN) and Apple (AAPL) earnings painted a mixed picture for the Mag 7 group. Marley Kayden dives into Thursday's top stories.======== 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) earnings kick off a busy Thursday slate with an initial downside reaction. Alex Coffey and Scott Durfey join Marley Kayden for immediate reaction to the print. For AMZN, a lower than anticipated profit outlook could be weighing on shares. Alex and Scott point to AWS revenue as a positive, but not enough to lift the shares higher. Meanwhile, Reddit (RDDT) shares soared on "active daily uniques" growth and Strategy (MSTR) swings to a non-GAAP profit in its 2Q print.======== 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

Congrats to the $MSFT and $META share holders.... I don't think the run is done. How do I know? I DON'T. The tools help me make decisions and I am confident they will help you too. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this episode of The Option Block, host Mark Longo and his all-star panel including Uncle Mike Tosaw from St. Charles Wealth Management and Henry 'The Flowmaster' Schwartz from Cboe discuss various topics related to the options market. The show covers a wide range of issues such as reactions to Microsoft and Meta's impressive earnings, interesting call buys in lesser-known stocks like Coursera and Freshworks, and detailed breakdowns of recent unusual options activity. Listener polls on trading challenges and strategical preferences are addressed while Uncle Mike and Henry share their insights on the current market environment and upcoming economic events.    03:08 Market Analysis and Trading Strategies 06:27 Earnings Reports and Market Movers 12:34 Options Trading Insights and Trends 18:45 Earnings Season Highlights 29:32 Coinbase and Market Movements 30:19 Riot and Roku Analysis 30:55 Moderna and Cboe Insights 31:25 Earnings Season Highlights 32:15 Odd Block: Unusual Options Activity 32:55 Coursera and Freshworks Trades 39:46 Bristol Myers Squibb Breakdown 46:40 Listener Mail and Poll Results 53:33 Around the Block: Market Watch  

What the rampant speculation means for investors. Plus, Big Tech earnings… The CSX railroad deal… Amazon's (AMZN) capex cut… Is Boeing (BA) a buy on its pullback? … And this stock will double as interest rates fall. In this episode: College tours with my daughter [1:17] Speculation is at record highs: What it means for investors [6:11] Big Tech must knock their earnings out of the park [9:31] What's driving the strongest retail buying in years? [12:40] The CSX railroad deal would be incredible for stocks [17:27] Amazon just cut capex—but it's not what you think [19:58] Is Boeing a buy on its pullback? [23:13] This stock will double as interest rates move lower [27:41] Big Tech is already getting a return on its AI investment [36:53] Save the date: Curzio Research's first conference! [40:41] Conference Save the Date November 9–11: Curzio Research is taking over the Pier Sixty-Six resort in Fort Lauderdale for our first-ever conference! --Be the first to get the details as they're released: https://secure.curzioresearch.com/curzio-research-conference-2025/ Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Earnings season will soon heat up with reports from tech giants Meta Platforms (META) and Microsoft (MSFT) reporting Wednesday, followed by Apple (AAPL) and Amazon (AMZN) on Thursday. Sheraz Mian previews the group's 2Q earnings and weighs in on whether Alphabet's (GOOGL) strong report and A.I.-driven capex growth could be a positive sign for the group. He notes why Apple's cautious approach to A.I. investments might be a concern.======== 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

HUGE week to get ready for in earnings, tariffs, trade negotiations, Fed rates and more. Is Real Estate the sector to rebound now? And what could Apple and Amazon announce to push the stocks higher? Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

It's the biggest earnings week of the quarter when it comes to market cap. The reports will be lead by four Mag 7 companies. Jenny Horne talks about the headlines surrounding Apple (AAPL), Amazon (AMZN), and Microsoft (MSFT) heading into earnings. Rick Ducat analyzes the key levels investors should watch for this week's 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

"This bull market has a lot of legs," says Eddie Ghabour. He points to many retail and institutional investors sitting on the sidelines waiting to deploy cash — which will ramp markets higher once they do. Eddie says that could happen in fourth quarter into 2026. As for his top picks, Eddie sees promise in small caps through the iShares Russell 2000 ETF (IWM), the SPDR S&P Homebuilders ETF (XHB), 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Cory Johnson and Nick Raich offer a wide perspective on next week's big tech earnings. Cory Johnson says there's more to watch beyond Amazon's (AMZN) AWS growth, urging investors to pay attention to the company's big basket of businesses. He notes Meta Platforms (META) as a shining example to how the U.S. is shifting focus on data centers. Nick Raich remains cautious on Apple (AAPL) as it finds its footing in A.I., noting Microsoft (MSFT) as a more favorable play.======== 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

Tariff volatility will reemerge in the short-term, says Phil Palumbo. While he sees stocks taking a hit, Big Tech will rebound and rally with more strength after anticipated volatility cools. After Alphabet's (GOOGL) earnings showed cloud and search strength, Phil expects the stock can climb to $250. He also believes Amazon's (AMZN) AWS platform can accelerate into the back half of the year.======== 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

Samuel Diarbakerly tells his clients to be "firefighters" in the current market by "running into the burning building when everyone else is running out." He is overweight on equities even on expectations of tariff volatility coming back into play. On stock picks, he believes JPMorgan Chase (JPM) is a name "everyone should own." He also sees Microsoft (MSFT) being "well-positioned" with its extensive tech stack that includes robust Azure cloud growth. Samuel also like Amazon (AMZN) in the Mag 7.======== 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

I've posted a lot of winners lately including $KSS $OPEN $DAL and many others. Today - it was $NOW - up 10% with a logical buy. Find out how to find them, how to trade them and why you shouldn't be scared to BUY NOW Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Oh yes, we're talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from the Big Beautiful Bill. - With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix (19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent's deals with customers like Netflix and Meta Platforms work and what keeps him up at night. (32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Looking at the company and stock behind the summer shopping event. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - The Aug.1 tariffs - This year's four-day Prime Day (and whether Amazon stock is a deal) - Elon Musk's political party and Tesla - Bold predictions Companies discussed: AMZN, TSLA Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices