Podcasts about amzn

David Bailin argues that investors are overestimating earnings expectations and underestimating the long-term impact of AI. He explains why hyperscalers like Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) remain attractively valued and why the AI buildout and adoption cycle still has plenty of room to run.======== 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

Amanda Lai breaks down the latest retail sales data, explaining how lower fuel prices, e-commerce growth, and Amazon's (AMZN) early Prime Day influenced the results. She also discusses the growing divide between higher- and lower-income consumers and what upcoming earnings from Walmart (WMT), Target (TGT), and Macy's (M) could reveal about the retail landscape.======== 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

With markets back in rotation mode, OptionsPlay's Tony Zhang says he's watching how that rotation plays into a climb of tensions between the U.S. and Iran, along with CPI and PPI pointing to an inflation downtrend. He says hyperscalers need to show earnings growth to restore long-term investor confidence in tech. Tony highlights one of those hyperscalers: Amazon (AMZN), which he likes due to its recent outperformance. He sees a similar trend in Alibaba (BABA) but warns his bullishness here is more speculative. Tony offers example options trades for Amazon and Alibaba. ======== 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

Ted Thatcher talks about his expectations for the second quarter of the earnings season believing Amazon (AMZN), Alphabet (GOOGL) and Meta Platforms (META) have strong stories right now. He looks inside the recent divergence between hyperscalers and chipmakers and says he expects more chops on semiconductors. Ted also discusses potential tailwinds and opportunities for the tech sector.======== 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

Nvidia completely dominates the tape today, putting up a staggering 5.76 million contracts with index-level volume on the 210 calls. Meanwhile, Microsoft options are setting up as the "canary in the coal mine" for the broader AI trade. Mark also dives into the "Lucky Seven" scan—highlighting stocks trading at exactly seven times their normal volume—featuring under-the-radar names like AQST, AMTX, and ALM. Today's Top 10 Breakdown Includes: INTC: Aggressive paper buying the 62.5 puts. SOFI: End-of-month 20-strike calls ahead of earnings. MU: The "Pars" (1000 calls) go the way of the dodo. Plus expiration day action in PLTR, AMZN, AAPL, META, and TSLA. Get the data for yourself at TheHotOptionsReport.com.

Charles Schwab's Collin Martin talks about the recent rise in yields, which he attributes to geopolitical volatility around the Strait of Hormuz and crude oil. While he says oil "is something to watch," he expects the Fed to remain in an interest rate holding pattern for now. Collin also touches on the "lukewarm" reaction to Amazon's (AMZN) $25 billion bond offering. ======== 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 not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT American Tower Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Meta's new AI models and pricing stragegy - Is Meta have a strategy or just “trying things”? - Mailbag: Is GE Vernova overvalued? - Mailbag: Can American Tower overcome these challenges Companies discussed: META, AVGO, TSM, NVDA, AMD, AMZN, GOOGL, GEV, SMEGF, AMT Host: Tyler Crowe Guests: Matt Frankel, 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

Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it halted trading on the Korean composite index. Lou, Matt, and Tyler dig into the expectations game Wall Street is playing and the underlying trends still supporting it. Plus, defense companies are making moves at the NATO summit and investor questions. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Samsung's big profits and big stock drop - Amazon's $25 billion debt deal - Lockheed Martin goes underwater - Are defense companies ready for the changing landscape? - Mailbag: How to navigate the Sunk Cost Fallacy? Companies discussed: SSLNF, MU, HXSCL, AMZN, GOOG, LMT, NOC, KTOS, AVAV, LHX, BOC, RKLB Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman 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

The tech sector struggled after Samsung's profit was not enough to impress investors and SpaceX (SPCX) officially joined the Nasdaq 100 (NDX) yet somehow finished the day lower. Meanwhile, Amazon (AMZN) will attempt to raise at least $25 billion through U.S. bond offering.======== 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

Futures are muted ahead of the finally trading day of a holiday-shortened week. Tom White recaps the week explains why investors are likely taking a breather on moves ahead of the opening bell. Wells Fargo also took a breather on its price target for Alphabet (GOOGL) and made slight adjustments to Amazon (AMZN) and Meta Platforms (META). Sticking with the tech trade, Tom talk about why DA Davidson is upgrading Palantir (PLTR) and reports Apple (AAPL) seeks to buy Chinese AI chips. ======== 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 Futuros mixtos este jueves con toda la atención en el reporte de empleo de junio a las 8:30 AM ET, donde una cifra fuerte elevaría las probabilidades de un alza de tasas en septiembre, actualmente en 80% según el mercado. El CEO de $PLTR arremete contra el modelo de cobro por tokens de Anthropic y OpenAI, mientras $AMZN confirma que desarrolla chips propios para correr IA directamente en sus dispositivos Echo y Fire TV. Las Trump Accounts arrancan la próxima semana sin opción de rollover desde plataformas privadas, dejando fuera temporalmente a Chime, SoFi $SOFI y Robinhood $HOOD hasta agosto.

SUMMARY DEL SHOW Futuros ligeramente al alza este martes extendiendo el rally del lunes, con el Dow en récord sobre 52,000 puntos y el mercado atento al JOLTS, la confianza del consumidor y los resultados de Nike después del cierre. $MSTR rompe oficialmente su política de "nunca vender" Bitcoin tras acumular $32 Billones en pérdidas no realizadas, autorizando ventas de BTC para cubrir dividendos, deuda y recompras. $AMZN extiende sus promociones de verano tras confirmarse que superó a Walmart como el minorista más grande de EE.UU., mientras $LLY firma un acuerdo de distribución con Innovent Biologics para su oncológico Verzenios en China.

Google - added to the Dow todayFair Value - S&P 500 can reasonably be called a fair vlaue buy right nowLAG 7 - Is this group ready for a catch up trade?Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

What separates a good acquisition from a truly company-defining one? In this episode, Simon and Dan look at some of the best acquisitions in Canadian and U.S. market history — the deals that changed business models, unlocked decades of growth, created massive shareholder value, or quietly reshaped entire industries. From convenience stores and railways to software, social media, insurance, and e-commerce infrastructure, they break down why some acquisitions become legendary while others fade into the background. Tickers of Stocks Discussed:ATD.TO, SJ.TO, CNR.TO, TRI.TO, AAPL, GOOGL, META, MSFT, BRK.B, DIS, AMZN, NVDA, AMD Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Eric Clark highlights “diamonds in the dumpster,” pointing to Netflix (NFLX), Amazon (AMZN) and Visa (V) as quality names at attractive prices. He also discusses the LOGO ETF and how AI-driven capital spending is fueling energy and industrial plays like GE Aerospace (GE), Quanta Services (PWR) and Eaton (ETN). Clark adds the next phase of AI could drive earnings growth and margin expansion across companies adopting the technology.======== 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

Jed Ellerbroek talks about the latest market moves in the tech sector, highlighting companies Meta Platforms (META), Microsoft (MSFT), Alphabet (GOOGL) and Amazon (AMZN). He says these firms are generating strong returns on their data center investments and are well positioned for continued performance. Jed also speaks on expectations around Federal Reserve leadership under Kevin Warsh.======== 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

In this episode, Simon and Dan Foch break down the latest Micron earnings and what they reveal about the massive demand for AI infrastructure. We look at why higher DRAM and NAND prices matter beyond semiconductor stocks, how rising memory costs could flow through to consumer products like iPhones, laptops, gaming consoles and data centers, and whether Apple price hikes are an early sign of broader tech inflation. We also discuss the latest inflation pressures, including the impact of higher oil prices, and what these could mean for central banks and consumers. Plus, we dig into the BC and Government of Canada condo bailout, what it says about the state of the housing market, and whether policymakers are once again stepping in to soften the landing for real estate. Tickers of Stocks Discussed: MU, AAPL, NVDA, AMD, MSFT, GOOGL, AMZN, META Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Ben Watson of Charles Schwab says the biggest technical concern he sees in Amazon's (AMZN) stock is the lack of strength, both to the upside and downside, in recent moves. He uses the short-term price action as an example. However, Ben sees potential for a bounce as a descending wedge forms in the one-year chart. ======== 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

Spreetail's Owen Carr sees strength persisting in ecommerce despite the U.S.-Iran war pinning pressure on American wallets. He turns to the Amazon (AMZN) Prime Day trends to explains how it, along with big box retailers like Walmart (WMT) and Target (TGT), stack up in the retail space. ======== 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/TUCbD5KovlcMega-cap stocks got absolutely monkey hammered today… and the names that used to carry the market were suddenly the ones getting hit the hardest.In this breakdown, we look at the brutal selloff in Amazon, Meta, Google, Broadcom, Nvidia, Oracle, Palantir, Microsoft, and even SpaceX. SpaceX dropped hard, Google had its worst day in months, Amazon and Meta sold off, and several of the biggest AI and tech names are now sitting in ugly downtrends.But the real lesson is not to chase the old leaders just because they used to work. Google, Amazon, Netflix, Microsoft, Meta, Oracle, and Palantir all had OVTLYR sell signals before this latest damage. That's why the trend matters. All stocks are bad. Every once in a while, they act right.So where is money actually rotating? Today, energy, healthcare, and real estate led the market, but technology is still the strongest sector over the last week. Inside tech, the real strength is showing up in scientific and technical instruments, electronic components, semiconductors, and computer hardware.That puts names like MKSI, Keysight, Core, Intel, Texas Instruments, Micron, and AMD on the radar while the mega-cap crowd keeps getting punished.✅ Mega-cap selloff in Google, Amazon, Meta, Microsoft, Oracle, and Palantir✅ SpaceX breakdown and why IPO hype can burn retail traders✅ OVTLYR sell signals, bearish trends, and fear/greed warnings✅ Sector rotation into energy, healthcare, real estate, and tech strength✅ MKSI, KEYS, CORE, Intel, Micron, AMD, and semiconductor rotationI'm still long TQQQ through Plan ETF, and the exit rules have not changed: sell signal, bearish 10/20 cross, overhead order block, or a close above the value zone for a sell-into-strength exit.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

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On today's episode, host Mark Longo and the all-star panel break down a fascinating "ho-hum" macro day that is hiding massive, wild swings under the surface of individual single-name equities. First, the crew tests their wits with an official geography question from a 1980s Trivial Pursuit deck that leaves everyone questioning the data. Then, Mike Tosaw and Andrew Giovinazzi dive deep into the trading floor to look at the massive rotation into small caps (IWM), unusual vertical action in September VIX options, and why the tech giants (MSFT, GOOGL, AMZN) are shedding serious weight from their recent all-time highs while AI chip darlings like SanDisk (WDC) and Micron (MU) steal all the oxygen in the room. On the Trading Block & Odd Block: SpaceX Tears: Andrew's mama, Mama Lobster, is in mourning as SpaceX plunges roughly 11% in a single session. Is the air coming out of the IPO bubble, or is the premium vastly underpriced for single-leg buyers? Biotech Calls (ERAS): Heavy upside call buying hits the October 20 lines for Erasca Inc. Andrew breaks down why this early-stage oncology player is seeing big institutional accumulation. Pizza Puts (PZZA): Massive volume hits the August 25 puts for Papa John's. The panel breaks down why the entire restaurant and fast-food sector is getting squeezed eight ways from Sunday. Fiserv (FI): The continuation of the massive July 40 put saga. Is paper finally getting assigned on this "stair-step" downward trend? The Strategy Block: Mike Tosaw breaks his own golden rule of spreading to discuss why the extreme volatility and massive price extensions in SpaceX make a rare, compelling case for buying single-leg options instead of spreads.

On today's episode, host Mark Longo and the all-star panel break down a fascinating "ho-hum" macro day that is hiding massive, wild swings under the surface of individual single-name equities. First, the crew tests their wits with an official geography question from a 1980s Trivial Pursuit deck that leaves everyone questioning the data. Then, Mike Tosaw and Andrew Giovinazzi dive deep into the trading floor to look at the massive rotation into small caps (IWM), unusual vertical action in September VIX options, and why the tech giants (MSFT, GOOGL, AMZN) are shedding serious weight from their recent all-time highs while AI chip darlings like SanDisk (WDC) and Micron (MU) steal all the oxygen in the room. On the Trading Block & Odd Block: SpaceX Tears: Andrew's mama, Mama Lobster, is in mourning as SpaceX plunges roughly 11% in a single session. Is the air coming out of the IPO bubble, or is the premium vastly underpriced for single-leg buyers? Biotech Calls (ERAS): Heavy upside call buying hits the October 20 lines for Erasca Inc. Andrew breaks down why this early-stage oncology player is seeing big institutional accumulation. Pizza Puts (PZZA): Massive volume hits the August 25 puts for Papa John's. The panel breaks down why the entire restaurant and fast-food sector is getting squeezed eight ways from Sunday. Fiserv (FI): The continuation of the massive July 40 put saga. Is paper finally getting assigned on this "stair-step" downward trend? The Strategy Block: Mike Tosaw breaks his own golden rule of spreading to discuss why the extreme volatility and massive price extensions in SpaceX make a rare, compelling case for buying single-leg options instead of spreads.

LikeFolio's Andy Swan highlights deteriorating consumer sentiment for Kroger (KR), pointing to a sharp drop in proprietary demand signals. He notes that competitors including Dollar General (DG), Maplebear (CART), Costco (COST), Walmart (WMT), and Amazon (AMZN) are seeing stronger trends as shoppers shift behavior. Swan says the recent stock pullback may not fully reflect the weakness, warning there could be further downside.======== 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 Futuros mixtos este miércoles mientras el mercado espera la decisión de tasas de la Fed, la primera bajo Kevin Warsh, con el petróleo todavía presionado a la baja por el acuerdo entre EE.UU. e Irán. $ASTS sube 6% tras el lanzamiento exitoso de tres nuevos satélites BlueBird, los arreglos comerciales más grandes puestos en órbita baja hasta ahora. $AMZN enfrenta una posible demanda de la FTC por publicidad, mientras $UBER, $LCID y Nuro elevan la apuesta de los robotaxis llevando su segundo mercado a Houston.

From Honeywell's CEO declaring AI will 'redefine automation' amid mounting labor shortages, to global capitalism doubling down on an AI future that alarms voters, the artificial intelligence investment story is entering a new and more complex phase. We examine whether AI's promises are translating into real economic returns and how investors should position themselves.Today's Stocks & Topics: Amazon.com, Inc. (AMZN), Markt Wrap, How A Senior Should Invest, SEC rule change, AI Automation Stocks to Watch: Are Workers and Investors Ready for What's Coming?, IonQ, Inc. (IONQ), International Business Machines Corporation (IBM), Alphabet Inc. (GOOG), Silvercrest Asset Management Group Inc. (SAMG), Industrial Logistics Properties Trust (ILPT), China.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

SpaceX (SPCX) surpassed Amazon's (AMZN) market cap on its third day of trading and announced a new deal for the end of the year. Nvidia (NVDA) saw its first debt dispensation since 2021, and Apple (AAPL) announced a release date for a new flip phone and camera-equipped AirPods.======== 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 digesting all the hyperscaler spending on the AI buildout, says Arun Sundaram, pointing to Amazon's (AMZN) $200 billion CapEx goal as something for investors to watch. However, the Mag 7 giant's fastest-growing tech businesses are also the most profitable. Arun highlights strengths he sees for the company's growth, including Amazon Leo and ways it serves as a competitor to SpaceX's (SPCX) Starlink. Tom White offers an example options trade for Amazon's stock. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Prosper Trading Academy's Charles Moon walks us through today's Big 3, all highlighting companies involved in the AI buildout. He likes Amazon (AMZN) for its recent rebound rally, CleanSpark (CLSK) for weathering a recent volatile storm, and CoreWeave (CRWV) for its recent inclusion in the Nasdaq-100 (NDX). Charles offers example options trades for his tech picks while Charles Schwab's Kevin Horner walks us through technicals in the stock charts.======== 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

SpaceX (SPCX) has surpassed Amazon's (AMZN) market cap in intraday trading Tuesday, marking a monumental moment for the company. Andrew Chanin talks about the recent buying frenzy in SpaceX since its IPO, along with new plans to acquire cursor in a $60 billion deal. He later offers more perspective on the growing role space companies have in the U.S. economy. ======== 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 BoJ hiked rates to 1.00%, as expected, while the RBA left rates unchanged at 4.35% following three consecutive 25bp rate hikes. Qatar is to restore half of its LNG output a month after the Strait of Hormuz opens, with output to reach 80% of full output within two months.US equity futures are mixed, while SPCX (+10.2% pre-market) looks set to surpass AMZN's market cap.DXY softer amid pressure in energy prices; JPY and AUD flat following rate announcements.Fixed income benchmarks are broadly higher, while JGBs fell as the BoJ paused purchase tapering from FY27.Looking ahead, highlights include US ADP Weekly, Import/Export Prices (May), Housing Starts (May), Atlanta Fed GDP (Q2), Speakers including ECB's Lane, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Kick-off another hot trading week with Mark Longo as he breaks down the wildest activity lighting up the options tape. On today's episode, Mark dives into a strong upside day in the markets that still managed to deliver massive volume across single-name options. We start with the daily scan from TheHotOptionsReport.com focusing on Notable Sweeps in ARKK, AMZN, and AAL, before counting down the top 10 most active chains of the day. From truncated holiday week uncertainty to same-day expiration drama, we look at the paper burning through massive premium. What's Inside Today's Report: The Top 10 Countdown: A deep dive into the massive contract volume hitting Palantir (PLTR), Robinhood (HOOD), and Intel (INTC). The Monster Chip Moves: How traders are playing a wild 11% rally in Micron (MU) with aggressive, out-of-the-money $1200 calls. 0DTE Drama: Breakdown of the expiration day sweat in Meta (META), Amazon (AMZN), and Microsoft (MSFT) as key strike levels like Meta's $600 and Microsoft's $400 continue to dog the tech giants. The Top Contenders: Tracking the massive volume in Apple (AAPL), Tesla (TSLA), and today's number one asset, Nvidia (NVDA), as it roars back to near all-time highs. Sneak Peek: What to expect tomorrow for the highly anticipated SpaceX options launch day! Run Your Own Analytics: Don't wait for the next show to find out what's lighting up the tape. Head over to TheHotOptionsReport.com  to run pre-baked scans and build your own custom market analytics.

In this episode, we break down a packed week of macro, market and stock-specific news. We start with the Bank of Canada holding rates at 2.25% as inflation pressures remain sticky, then look at the latest U.S. CPI print and why markets are still worried about inflation staying higher for longer. We also discuss the insider tipping allegations surrounding TerraVest and why governance risk can matter, even when the underlying business remains strong. From there, we move to the IPO market, including OpenAI reportedly filing confidentially for an IPO, the latest on SpaceX’s expected public listing, and Wealthsimple’s new IPO access feature for retail investors. Finally, we look at Lululemon’s tough quarter, weak Americas sales, margin pressure, lowered guidance, and whether the company is starting to look more like a turnaround story than a premium compounder. Tickers of stocks discussed:TIH.TO, LULU, ATZ.TO, META, GOOGL, AMZN, MSFT, NVDA, SPY, QQQ Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

SUMMARY DEL SHOW Futuros en rojo con el NASDAQ liderando la caída tras nuevos ataques de EE. UU. contra Irán. La tensión vuelve a pegarle al sentimiento y a semiconductores. Hoy manda inflación. CPI esperado en 4.2% anual y Core en 2.9%. Un número más caliente refuerza “tasas altas por más tiempo” y complica el trade de AI. $HOOD fue aprobada como underwriter. $AMZN expande su servicio LTL fuera del ecosistema Amazon. $TSM reporta mayo fuerte por demanda de chips avanzados. $LLY logra esquema de mantenimiento cada ocho semanas para Ebglyss.

There's no big headline to point to here, but several small data points and policy decisions all point to one thing: Europe wants to build its own digital infrastructure. That could have profound implications for the mega tech companies in the US, but it could also mean opportunities in helping Europe build out a digital infrastructure for AI and autonomy. Plus, what to make of the Shiller CAPE ratio and how to use cash positions. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Apple fighting with the EU about Siri AI - What happens to big tech when Europe wants its own tech - Companies that could benefit from a European digital infrastructure boom - What's the CAPE ratio and why is it flashing warning signals? - In highly valued markets, should investors look at defensive stocks? - What's the best place to park your cash “on the sidelines”? Companies discussed: AAPL, ASML, AMZN, GOOG, AMAT, META, VRT, PWR, FIX, CSCO SBGSY, WM, NEE, BRK.B Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman 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

Nvidia (NVDA) announces a new multi-year agreement with South Korea to build out next-generation AI infrastructure. Intel (INTC) draws interest from major players, while Amazon (AMZN) unveils a $10 billion deal.======== 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

Buy in May and Let's Stay! Market concentration getting more concentrated. Eco reports – looking fresh. Looking into the Ratchet Trade with our Guest- IBKR's Chief Market Strategist – Steve Sosnick.   NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Steve is the Chief Strategist at Interactive Brokers.  He also serves as Head Trader of IBKR Securities Services, the firm's trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm's holding company. Steve has held numerous roles in the organization since joining Timber Hill in 1995 as Equity Risk Manager and an options market maker.  He led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence.  Much of Steve's career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as Chief Options Strategist and later Chief Strategist. Steve has guest authored several columns in Barron's and made numerous live appearances on Bloomberg TV and Radio, CNBC. 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: (MSFT), (AMZN), (SPY), (IWM), (RSP)

David Wagner says the tech rally still has room to run despite recent dips. He favors buying mega-cap names like Amazon (AMZN), Microsoft (MSFT), Nvidia (NVDA), and Broadcom (AVGO), citing attractive valuations and strong liquidity. He dismisses correction fears, pointing to ongoing market support.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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

OptionsPlay's Tony Zhang breaks down the state of the AI trade and its fragile effect on the market. He says given how cheap options are right now, it's a good opportunity for investors. Tony highlights Amazon (AMZN) and Microsoft (MSFT) as two Mag 7 stocks worth looking at and walks us through example options trades for both.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Andrew, Ben, and Tom discuss Google's $80 billion equity raise to fund AI infrastructure CapEx through mandatory convertible preferred stock, Class A and C common stock, and an at-the-market offering, Berkshire Hathaway taking a $10 billion stake at a discount, the administrative shift to corporate cash for employee RSU tax obligations, the broader AI cash crunch with $80 billion of SpaceX stock and Anthropic's IPO filing hitting the market, and which hyperscaler MSFT, ORCL, META, or AMZN could be next to raise.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Tom White discusses massive options activity in Amazon (AMZN), Alphabet (GOOGL), and Intel (INTC) as all three stocks pull back from record highs. He highlights news flow in Amazon and Alphabet both growing their AI cloud services, while turning to Intel's strong call buying activity on down days. ======== 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

In this episode, we break down the latest CPP Investments annual report and why comparing CPP’s returns directly to the S&P 500 or TSX misses the mark. We discuss CPP’s 7.8% fiscal-year return, its heavy exposure to private equity, real assets and credit, and whether the high fees and complexity are justified over the long run. We also look at five Canadian stocks that could fit a “buy it, lock it away, and don’t touch it for 10 years” mindset. From railways and waste collection to royalty companies, grocers, and energy producers, we discuss which businesses may have the durability, moats, and cash flow profiles to survive and compound through different market environments. Tickers of Stock discussed: WCN.TO, FNV.TO, WPM.TO, CP.TO, CNR.TO, L.TO, CNQ.TO, ENB.TO, DOL.TO, RY.TO, BNS.TO, BAM.TO, BN.TO, CSU.TO, TRI.TO, META, NVDA, GOOGL, AAPL, MSFT, AMZN, TSM, AVGO, TSLA Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode, Simon, Braden, and Daniel break down the AI boom from multiple angles: whether today’s market resembles the dot-com bubble, why demand for compute, electricity, and data keeps accelerating, and where the biggest bottlenecks are starting to appear. They also discuss how AI could reshape the job market, why companies may eventually need to “right-size” their AI usage, and whether cheaper models could become a major theme in the years ahead. The conversation then shifts to Canada’s economic challenges, including weak GDP growth, poor consumer sentiment, declining incentives for entrepreneurs, and why Canada risks losing more talent and high-growth companies to the U.S. Tickers of stocks discussed: NVDA, TSM, MU, MSFT, META, GOOGL, AMZN, ORCL, PWR, RBNK, SHOP Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

AI continues to dominate the stock market as investors brush off U.S.-Iran fears in favor of earnings strength. Kevin Green remains skeptical of the move with energy headwinds still present, but for now, believes the trend remains strong. On the latest earnings, KG touches on Snowflake's (SNOW) massive rally thanks to a new deal with Amazon's (AMZN) AWS. Marvell (MRVL) also beat while Salesforce (CRM) struggled after earnings. ======== 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

What happens when Nvidia's annual dividend suddenly exceeds David's original Motley Fool cost basis—six times over? This month's Mailbag brings back a Foolish old term, “divvy-pop,” while also revisiting the power of doing less, holding more, and letting great companies keep surprising you.Also inside: a Buffett-meets-Rule-Breaker reflection from British Columbia, a jellybean contest gone mathematically sideways, a GameStop question that runs straight into the Snap Test, and a closing shout-out to Mr. Ernst's personal finance class at Kopachuck Middle School in Gig Harbor, Washington—where the next generation is already learning that investing means ownership. Companies Mentioned: AAPL, AMZN, ANET, BIDU, BN, BRK.A, BRK.B, CHWY, EBAY, ⁠FFH.TO⁠, GME, GOOG, ISRG, MELI, META, NFLX, NVDA, SHOP, TMFC, TSLAHost: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Investing Unscripted, Jason and Jeff are joined by longtime friend and investing educator Brian Stoffel. Brian shares his fascinating journey from a middle school writing teacher in Washington, D.C., to discovering Warren Buffett in Costa Rica, and eventually becoming a prominent writer for The Motley Fool. The trio dives deep into Brian's investing evolution—blending the extreme optimism of David Gardner with the anti-fragility of Nassim Taleb—and the painful valuation lessons learned during the 2022 bear market. They also tackle the burning question: "Will AI kill SaaS?", exploring the protective moats of high switching costs, physical world connections, and mission-critical proprietary data.  01:47 Dave Ramsey Story 04:00 From Teacher to Fool 07:25 Buffett Book and Costa Rica 11:56 Berkshire Meeting Takeaways 18:33 Evolving Investing Style 25:30 AI and SaaS Moats 29:15 SaaS Winners in Selloff 29:47 Shopify and Toast Moats 31:56 Physical World Edge 32:54 Proprietary vs Synthetic Data 34:23 Leadership and SaaS Evolution 36:17 Margins TAM and Volume 37:23 Compute Costs and Jevons 43:16 AI Everywhere Anecdotes 45:58 Investor Mindset Rules 47:32 Fads Position Sizing 52:33 Luck Skill and Plugs 56:51 Closing Thanks Disclaimer Check out Brian's work: https://www.stockinvestingmentor.com Companies mentioned: AMZN, AXON, CRM, CRWD, DDD, GOOG, GOOGL, NET, NFLX, NVDA, SHOP, SSYS, TOST, TTD Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/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 ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader Learn more about your ad choices. Visit megaphone.fm/adchoices

Stop the presses (or the recording, I guess)! SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details of the IPO prospectus and looks for some of the things that stand out in this monumental, possibly $2 trillion, public offering. Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Starlink's profitability- The space launch businesses (sort of) profitability- The unbelievably large market estimates- Is SpaceX actually just an AI company?- Can investors benefit from this corporate structure?- The leap of faith that is the valuation Companies discussed: SPCX, AMZN, MSFT, META, VOYG, Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon 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

To mark his 60th birthday, David delivers what may be the most distilled episode in Rule Breaker Investing history: 20 thoughts about investing, 20 about business, and 20 about life—gathered from decades of entrepreneurship, stock-picking, reading, losing, winning, and trying to stay Foolish along the way. From the “Ship of Fools” and the spiffy-pop, to optionality, fads that weren't fads, the hardest thing in life, divergence and convergence, and why the longer Frank Lloyd Wright lived, the more beautiful life became… this is a fast-moving collection of convictions, stories, quotes, and life-earned observations designed to stick with you long after the episode ends.A milestone birthday. A landmark episode. [And yes: somehow, he fit 60 thoughts within 60 minutes.] Host: David GardnerProducer: Bart Shannon Companies Mentioned: ABNB, AMZN, CROX, GOOG, LUV, NFLX, SBUX, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

One of Wall Street's favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what's in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions. Tyler Crowe, Matt Frankel, and Travis Hoium discuss: - Who's part of the “AI 11” - What's better for investing in trends: single stocks or the basket approach? - The frothy valuations among the AI 11 - ON Holdings, Under Armour, and Addidas earnings. - What to watch in the athletic apparel industry - Mailbag: What to make of DKNG and FLUT with the threat of prediction markets? Companies discussed: SNDK, INTC, WDC, MU, SSLNF, AMD, MRVL, ASML, TSM, AVGO, MSFT, NVDA, AMZN, META, GOOG, NFLX, DELL, CSCO, ONON, NKE, DECK, ADDDF, LULU, UA, DKNG, FLUT, MGM, DIS, SPOT Host: Tyler Crowe Guests: Matt Frankel, Travis Hoium 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

Shopify delivered a strong earnings report, but investors were underwhelmed by guidance. We take a look at how investors should feel about the company's long-term prospects. Plus, Amazon's move into logistics caused several shipping stocks to plunge. We look at what Amazon is up to and why it is entering a new market while spending billions on data centers. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Shopify's Underwhelming Quarter- Amazon Plans Logistics Push- When to sell your winnersCompanies discussed: SHOP, AMZN, UPS, FDX, GXO, STRL, AXONHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Kristi WaterworthAdvertisements 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