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Fed Day brought plenty of anticipation but relatively subdued options volume as traders waited for the latest move from the Federal Reserve. On this episode of The Hot Options Report, we break down the names dominating the options tape, with Nvidia (NVDA) once again leading the market in contract volume. We also dig into heavy activity in Tesla (TSLA), Apple (AAPL), Intel (INTC), Amazon (AMZN), Micron (MU), Meta (META), AMD and Robinhood (HOOD). Plus, we look at notable million-dollar options trades in Circle (CRCL), Robinhood and Credo Technology (CRDO) and examine a Fed Day filled with intraday spikes, quick reversals and short-dated options that briefly moved into the money before fading. For more options activity and unusual options data, visit TheHotOptionsReport.com.
The options market kicked off the week with plenty of action as traders navigated sharp moves across some of the biggest names on the tape. On this episode of The Hot Options Report, we break down the most active options in Nvidia (NVDA), Tesla (TSLA), Apple (AAPL), Meta (META), Micron (MU), Amazon (AMZN), Microsoft (MSFT), Intel (INTC) and Alphabet (GOOGL). Nvidia once again claims the top spot in overall options volume, while Tesla comes under pressure and Meta rallies despite concerns about a potential AI slowdown. We also head into the 1K Oddballs scan for unusual options activity in Amazon, TLT, Hecla Mining (HL) and Norwegian Cruise Line (NCLH). For more options data and unusual activity, visit TheHotOptionsReport.com.
A lighter day in the options market still delivered plenty of action across some of the biggest names on the tape. On this episode of The Hot Options Report, Mark Longo breaks down the most active options in Nvidia (NVDA), Tesla (TSLA), Apple (AAPL), SpaceX, Meta (META), Amazon (AMZN), Intel (INTC), Micron (MU), AMD and Palantir (PLTR). We look at the calls attracting attention, where traders appear to be buying versus selling, and which short-dated strikes could make things interesting heading into expiration. Plus, Mark heads to the dark side with the MA50 Minus scan on TheHotOptionsReport.com, highlighting stocks and ETFs that have fallen sharply below their 50-day moving averages. For more options data, go to TheHotOptionsReport.com.
Meta unveiled the Muse app this week and it may be a turn in how consumers use AI. It's a personal assistant that can read your email, update your calendar, and do tasks in the background. But will consumers care? Plus, Apple unveiled the new Duo phone and consumers feel the pressure from higher prices. Travis Hoium, Lou Whiteman, and Jason Hall discuss:- Meta Muse- Consumer AI Adoption- Apple Duo- Time Machine- Inflation Data- Stocks On Our Radar Companies discussed: Meta Platforms (META), Apple (AAPL), Alphabet (GOOG, GOOGL), TJX Companies (TJX), Howmet Aerospace (HWM), Tesla (TSLA), Disney (DIS), Uber (UBER), Costco (COST). Host: Travis HoiumGuests: Lou Whiteman, Jason HallEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tesla held a robotaxi event this week but didn't invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe's new CEO, and the health of consumer spending. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Tesla's “Event” - GPT-6 - Adobe's New CEO - 10-Year Predictions - Retail's Health - Radar Stocks Companies discussed: Reddit (RDDT), CECO (CECO), Tesla (TSLA), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Shopify (SHOP), Walmart (WMT), Amazon (AMZN), Meta Platforms (META), Adobe (ADBE), Dick's Sporting Goods (DKS), On Holding (ONON), Lululemon (LULU). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
GoPro comes roaring back onto the options radar with a massive stock surge, unusual trading activity and plenty of speculation about what could be next for the struggling action-camera company. Is AI—or even a potential defense pivot—helping breathe new life into GPRO? On this episode of The Hot Options Report, we break down the hottest options activity from the first trading day of September, including the eye-opening action in GoPro (GPRO) and a countdown featuring PG&E (PCG), Intel (INTC), Meta (META), SpaceX, Amazon (AMZN), Micron (MU), Tesla (TSLA), Apple (AAPL) and the reigning options-volume king, NVIDIA (NVDA). We also look at where traders were piling into short-dated calls and puts, which trades worked intraday before reversing, and whether option buyers or sellers ended up with the upper hand. For more options data, go to TheHotOptionsReport.com.
It's a big start to September for Apple (AAPL) as John Ternus takes over as CEO ahead of its "Surprise and Shine" event on September 9. Josh Taves sees Ternus' tenure being one that focuses more on hardware than any prior company leader. He points to the Apple Watch as one product in particular that will become a hardware and software revenue stream for Apple. Josh also outlines how a foldable iPhone can offer a new innovation opportunity. ======== 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 and Meta Platforms are facing increased scrutiny from regulators and states and that's not only affecting their stock price, it could affect their business long-term. We discuss whether FTC probes and settlements are a big deal long-term. We end by laying out what John Ternus needs to do to get off on the right foot at Apple. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - Amazon vs FTC- Future of Amazon Retail- Meta's Settlement- Is Meta Becoming Bit Tobacco?- John Ternus' First Day- How Apple Can succeed Companies discussed: Amazon (AMZN), Apple (AAPL), Meta (META). Host: Travis HoiumGuests: Lou Whiteman, and Matt FrankelEngineer: Kristi Waterworth Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
The housing market sees lasting headwinds as mortgage rates hit one-year highs. Marley Kayden discusses the broader implications it has for the sector, along with what Tim Cook stepping down as the CEO of Apple (AAPL) means for the iPhone developer. ======== 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
Apple (AAPL) is up 16% year-to-date, and Landon Swan of LikeFolio highlights a 47% year-over-year jump in demand data. While iPhone sales drive revenue, high-margin services are delivering a disproportionate share of profit. With the upcoming foldable iPhone event and valuation near historical highs, new product launches could energize Apple's loyal customer 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
Options sellers take the wheel on a wild Friday as the final trading day of the week delivers surprisingly heavy options volume for the dog days of summer. On this episode of The Hot Options Report, we break down the most active names across the options market, including NVIDIA (NVDA), Tesla (TSLA), Apple (AAPL), Amazon (AMZN), SpaceX, Micron (MU), Microsoft (MSFT), Meta (META), Strategy (MSTR) and Intel (INTC). NVIDIA once again takes the options volume crown, but the post-earnings celebration doesn't last long as the stock reverses sharply after an early rally. We also examine a recurring theme across the tape: short-dated options that moved into the money during the session only to finish worthless at expiration. Go to TheHotOptionsReport.com for more options data.
August 2026 Sustainable Stock and ETF Picks. Includes articles on the top clean-tech companies, AI infrastructure stocks, and ESG funds. By Ron Robins, MBA Transcript & Links, Episode 170, August 28, 2026 Hello, Ron Robins here. Welcome to my podcast episode 170, published on August 28, 2026, titled "August 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will disclose any investments I have in the investments mentioned herein. I have a great crop of 12 articles for you in this podcast! Note: Sometimes companies are covered more than once. Now I've chosen 6 to quote from. Titles and links to the other 6 can be found on the webpage for this podcast edition. ------------------------------------------------------------- Nvidia vs. SanDisk: Morgan Stanley Reveals Which AI Stock Is Crowded and Which Is Heavily Under-Owned I'm beginning with an article featuring two stocks that most ethical and sustainable investors have invested in, either directly or indirectly through funds. It's titled Nvidia vs. SanDisk: Morgan Stanley Reveals Which AI Stock Is Crowded and Which Is Heavily Under-Owned. It is published on tipranks.com and is by Shalu Saraf. Here's some of what the writer says about Morgan Stanley's analysis of these two stocks. "Story Highlights Nvidia has a 2.53-point ownership gap, the widest among the large-cap tech stocks tracked by Morgan Stanley. SanDisk is 2.30 points above its S&P 500 weighting, making it the most over-owned stock in the group. Nvidia has 37.74% analyst upside, compared with 23.78% for SanDisk, with both stocks carrying Strong Buy ratings. Nvidia NVDA Is Under-Owned Despite Its Market Size. Nvidia's institutional ownership is 2.53 percentage points below its 7.61% S&P 500 (SPX) weighting, and the gap widened by 14 basis points in the second quarter. That gives Nvidia the widest ownership gap among the large-cap tech stocks in the group. Apple AAPL follows with a 2.33% gap, while Microsoft MSFT and Amazon AMZN have gaps of 1.54% and 1.29%, respectively. SanDisk SNDK Is the More Crowded Trade. Its institutional ownership is 2.30 percentage points above its 0.35% S&P 500 weighting, making it the most over-owned stock in Morgan Stanley's group. KLA KLAC and Western Digital WDC also rank among the most over-owned names… Morgan Stanley also found that active managers remain heavily invested in memory and storage stocks. Software stocks, including IBM IBM, Oracle ORCL, Palo Alto Networks PANW, ServiceNow NOW, and Adobe ADBE, have much lower ownership. NVDA vs. SNDK: Which Stock Do Analysts Prefer? Wall Street remains bullish on both Nvidia and SanDisk, with both stocks carrying a Strong Buy consensus. Nvidia has the higher average price target of $309.94, implying 37.74% upside. SanDisk's $2,211.76 average target points to 23.78% upside." End quotes ------------------------------------------------------------- Clean Tech Companies - Clean Edge 100 This next article is a good annual ranking of clean tech industries. Companies must include over 50% of their revenues from clean tech activities. The article is titled Clean Tech Companies - Clean Edge 100. It is from and by cleanedge.com. Here are some quotes. "The 2026 Clean Edge 100, our third annual ranking of the 100 top publicly traded clean-tech companies in clean energy, transportation, water, and the grid, finds continued global industry leadership in the U.S., Europe, and China. Eligible clean-tech companies are members of our global equity research universe of more than 800 companies and must receive at least 50% of their revenue from clean-tech activities (pure plays). Companies are ranked according to an equally weighted composite of market capitalization, revenue, and operating profit. Revenue and operating profit are adjusted by business exposure as evaluated by Clean Edge. U.S., Europe, and China-domiciled companies lead the pack this year with 27, 26, and 22 listings respectively, followed by Brazil with seven and Korea with four, reflecting the diversity of global clean-tech activity. U.S.-domiciled firms accounted for nearly $2.5 trillion of market capitalization ($1.6 trillion from Tesla alone), followed by European Union and U.K. companies with $1.2 trillion and Chinese firms with $716 billion in cumulative market capitalization respectively." End quotes. Incidentally, the top five companies in the ranking are: Tesla, Inc. (TSLA), Contemporary Amperex Technology Co., Ltd. (CYATY), GE Vernova, Inc. (GEV), Schneider Electric SE (SU.PA), and ABB Ltd. (ABBN.SW). ------------------------------------------------------------- JUST: How This Ethical ETF Beats Other Large Caps This next article features an ETF that is becoming a favourite. It's titled JUST: How This Ethical ETF Beats Other Large Caps. It's published on etfdb.com and written by Nick Peters-Golden. Here are some quotes from the article. "Do you have clients looking to invest with justice in mind? Younger investors, in particular, are increasingly eager to screen out companies that don't match their ethics. While many ETFs screen out questionable companies, not all manage to deliver strong returns. However, the Goldman Sachs JUST U.S. Large Cap Equity ETF (JUST B) offers a compelling alternative… The index draws from the Russell 1000 and screens for firms that meet its methodology, assessing key areas like diversity, customer privacy, and greenhouse gas emissions… Rather than just focusing on penalizing perceived policy violators, the strategy prioritizes investing in companies doing good. Leveraging that approach, the socially responsible ETF has returned 15.2% YTD, outperforming the ETF Database Large Cap Growth Equities category average of 11.15%, as of August 7. JUST has also delivered strong long-term results, outperforming its category average across one, three, and five-year periods. Over the last five years, the fund has generated a 13% annualized return, beating the Large Cap Growth Equities category average. As advisors look to onboard more clients with particular views and standards, JUST offers a balanced solution of principals and performance." End quotes. ------------------------------------------------------------- Top Renewable Energy Stocks To Watch Now This next article takes us to an industry much loved by ethical and sustainable investors. It's titled Top Renewable Energy Stocks To Watch Now. It's from etfdb.com and by MarketBeat. "1) Quanta Services (PWR) Quanta Services, Inc. provides infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries in the United States, Canada, Australia, and internationally. The company's Electric Power Infrastructure Solutions segment engages in the design, procurement, construction, upgrade, repair, and maintenance of electric power transmission and distribution infrastructure and substation facilities; installation, maintenance, and upgrade of electric power infrastructure projects; installation of smart grid technologies on electric power networks; and design, installation, maintenance, and repair of commercial and industrial wirings. Read Our Latest Research Report on PWR 2) WEC Energy Group (WEC) WEC Energy Group, Inc., through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. It operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Read Our Latest Research Report on WEC 3) HA Sustainable Infrastructure Capital (HASI) HA Sustainable Infrastructure Capital, Inc., through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. The company's portfolio includes equity investments, commercial and government receivables, real estate, and debt securities. Read Our Latest Research Report on HASI 4) Clearway Energy (CWEN) Clearway Energy, Inc. operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. It has approximately 6,000 net MW of installed wind, solar, and energy generation projects; and approximately 2,500 net MW of natural gas-fired generation facilities. Read Our Latest Research Report on CWEN 5) Forum Energy Technologies (FET) Forum Energy Technologies, Inc. designs, manufactures, and distributes products serving the oil, natural gas, industrial, and renewable energy industries in the United States and internationally. It operates through three segments: Drilling & Downhole, Completions, and Production. The Drilling & Downhole segment designs, manufactures, and supplies products, and provides related services to the drilling, well construction, artificial lift, and subsea energy construction and services markets, including applications in oil and natural gas, renewable energy, defense, and communications. Read Our Latest Research Report on FET 6) AirJoule Technologies (AIRJ) Montana Technologies Corporation operates as an atmospheric renewable energy and water harvesting technology company. It provides energy and dehumidification, evaporative cooling, and atmospheric water generation through its AirJoule technology. The company is headquartered in Ronan, Montana. Read Our Latest Research Report on AIRJ 7) NOV (NOV) NOV Inc. designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. It operates through two segments, Energy Equipment, and Energy Products and Services. The company provides solids control and waste management equipment and services, managed pressure drilling, drilling fluids, premium drillpipe, wired pipe, drilling optimization services, tubular inspection and coating services, instrumentation, downhole tools, and drill bits. Read Our Latest Research Report on NOV" End quotes. ------------------------------------------------------------- Morgan Stanley says load up on these 13 AI power infrastructure stocks — including 2 'standout' energy storage plays This next article features a market segment beloved by most investors of this podcast. It's titled Morgan Stanley says load up on these 13 AI power infrastructure stocks — including 2 'standout' energy storage plays. It was posted on finance.yahoo.com and is by William Edwards. Here are some brief quotes on each of Morgan Stanley's picks. "Morgan Stanley says it's time to buy the dip in some beaten-down AI infrastructure stocks… But little has changed regarding the bullish drivers behind these trades, the bank said. 'We believe a meaningful driver of weakness has been technical rather than fundamental,' Stephen Byrd, an analyst at the bank, wrote in the note… Below, are 13 US energy stocks that fall under two themes: AI power infrastructure bottlenecks and energy security, as well as two names in energy storage. 1) Applied Digital APLD AI power infrastructure bottlenecks Year-to-date return: -6.1% 2) Blackstone BX AI power infrastructure bottlenecks Year-to-date return: -16.7% 3) Bloom Energy BE AI power infrastructure bottlenecks Year-to-date return: 90.8% 4) Cipher Mining CIFR AI power infrastructure bottlenecks Year-to-date return: 33.5% 5) Clearway Energy CWEN Energy security assets; energy storage Year-to-date return: -5.48% 6) Liberty Energy LBRT Energy security assets Year-to-date return: -10.8% 7) Riot Platforms RIOT AI power infrastructure bottlenecks Year-to-date return: 55.1% 8) Solaris Energy Infrastructure SEI AI power infrastructure bottlenecks Year-to-date return: 4.64% 9) SpaceX SPCX AI power infrastructure bottlenecks Year-to-date return: -29.5% 10) Talen Energy TLN Energy security assets Year-to-date return: -12.4% 11) TeraWulf WULF AI power infrastructure bottlenecks Year-to-date return: 41.1% 12) Vistra VST Energy security assets; energy storage Year-to-date return: -4.93% 13) X-Energy XE Energy security assets Year-to-date return: -47.9%" End quotes. ------------------------------------------------------------- Cathie Wood and Stanley Druckenmiller Agree On Amazon (AMZN) and Alphabet (GOOGL) The final article I'm reviewing today is titled Cathie Wood and Stanley Druckenmiller Agree On Amazon (AMZN) and Alphabet (GOOGL). It was posted on finance.yahoo.com and is by Fahad Saleem of Insider Monkey. Here are some quotes. "The latest 13F filings for the second quarter show that both Cathie Wood's ARK Investment Management and Stanley Druckenmiller's Duquesne Family Office hold Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL), and both were buying in the quarter. Duquesne Family Office raised its stake by 1,083% in Amazon to 541,600 shares worth $129 million. Wood increased her ARK position by 18% to about 1.59 million shares worth $379 million, or 2.46% of her portfolio. On Alphabet, Druckenmiller opened a new position of 336,300 shares worth $120 million, or 2.31% of his portfolio. Wood raised hers by 45% to about 1.04 million shares worth $369 million." ------------------------------------------------------------- 6 more articles from around the world with Sustainable Investment Picks for August 2026. 1. Title: Eye-Popping Returns Are Drawing Investors Back to ESG Funds - Barron's. By Debbie Carlson. 2. Title: 3 Alternative Energy Stocks Riding the Next Wave of Clean Energy Growth. From zacks.com and by Tanvi Sarawagi. 3. Title: Buy 5 AI Infrastructure Stocks as Big Techs Assure Lasting AI Frenzy. From zacks.com and by Nalak Das. 4. Title: 3 Stocks to Buy as AI Infrastructure Continues to Surge. From fool.com and by Geoffrey Seiler. 5. Title: UBS lists 4 reasons why it may be a good time to look at infrastructure now. From investing.com and by Simon Mugo. 6. Title: FLNC or GEV: Which Alternative Energy Stock Is Better-Placed Now? From finance.yahoo.com and by Maharathi Basu at Zacks. ------------------------------------------------------------- Ending Comment These are my top news stories plus their stock and fund tips for this podcast, "August 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And do click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on September 25th. See you then. Bye for now. © 2026 Ron Robins, Investing for the Soul
The market is fixated on interest rates and data centers this week. Rates continue to rise along with the U.S. debt, which may ultimately put pressure on companies across the market. Data centers have had their own drama with public pushback against the AI buildout at a high. We discuss this and more this week. Travis Hoium, Lou Whiteman, and Jim Gillies discuss: - Why Interest Rates Matter- The Bond Market Wins- Moderna's Big Week- Take My Money!- Data Center PR Problem- Stocks On Our Radar Companies discussed: NVIDIA (NVDA), Peloton (PTON), Moderna (MRNA), Union Pacific (UNP), Apple (AAPL). Host: Travis HoiumGuests: Lou Whiteman, Jim GilliesEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Walmart earnings helped spook the broader market on a wild Thursday, sending shares lower and putting short-dated puts in the options spotlight. On this episode of The Hot Options Report, we break down the most active names and hottest options trades across the market, including Walmart (WMT), Moderna (MRNA), Micron (MU), Intel (INTC), Strategy (MSTR), Apple (AAPL), SpaceX, Tesla (TSLA) and NVIDIA (NVDA).
Kurv Investment Management CEO Howard Chan introduces the Curve Equity Option Income ETF (KEO), an ETF-of-ETFs designed to provide diversified exposure to mega-cap technology and growth leaders, including Amazon (AMZN), Apple (AAPL), Alphabet (GOOGL), Microsoft (MSFT), Netflix (NFLX), and Tesla (TSLA). He explains how KEO uses options strategies to monetize stock volatility and generate weekly income, while also discussing Kurv's broader effort to simplify portfolio construction through actively managed, institutional-grade ETFs.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
It's the dog days of summer, and the options market is feeling the heat — or lack thereof. On this episode of The Hot Options Report, we break down an unusually quiet day on the options tape as chip stocks come under pressure. NVIDIA (NVDA), AMD, Micron (MU), and Intel (INTC) all move lower, but options traders are already positioning for potential rebounds. We also dig into the latest options activity in Apple (AAPL), Tesla (TSLA), Amazon (AMZN), Meta (META), Microsoft (MSFT), and SpaceX, including short-dated calls and puts attracting attention across the market. Plus, we take a quick trip through the crypto markets to see what's moving in Zcash, Aave, Toncoin and more. Go to TheHotOptionsReport to run your own options reports.
This week will be all about the U.S. consumer when it comes to earnings, says Tom White, with companies like Walmart (WMT) and Target (TGT) set to report. He explains how he sees the state of the consumer now and ways these reports can offer new strength. Tom turns to the tech space with an upgrade on Apple (AAPL) from Redburn, along with reports that Nvidia (NVDA) and OpenAI are closing in on an Ohio data center financing 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
Micron keeps delivering fireworks as its wild run puts call sellers back in the hot seat. On this episode of The Hot Options Report, we break down the most active names and hottest options trades lighting up the market. We dig into the action in Micron (MU) as traders once again pile into the thousand-strike calls. Plus, Tesla (TSLA) rallies while SpaceX (SPCX) comes back to Earth, NVIDIA (NVDA) claims the top spot on the options volume leaderboard, and Intel (INTC) attracts aggressive call activity. We also check in on the options action in Palantir (PLTR), Netflix (NFLX), Amazon (AMZN), Super Micro Computer (SMCI), Apple (AAPL) and more. Which options buyers are sitting pretty heading into expiration—and which sellers are still sweating? You can run your own reports at TheHotOptionsReport.com.
Geopolitical movers are taking a backseat to Nvidia's (NVDA) strong statement for the AI trade. Tom White talks about the Mag 7 giant's $500 billion push to treat compute like an asset class, something he sees adding muscle to the backbone of tech. Sticking with tech headlines, Tom explains what's pushing cybersecurity stocks like CrowdStrike (CRWD) and Palo Alto Networks (PANW) to all-time highs, along with reports that Apple (AAPL) will still release its all-glass iPhone. ======== 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
Jefferies downgraded Apple (AAPL) after it says the iPhone maker will cancel its all-glass model, something the firm sees as a "major setback" to the Mag 7 company. Marley Kayden walks investors through the analyst commentary and ways it will impact Apple's price action. Prosper Trading Academy's Mike Shorr takes investors through an example options trade for the stock. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Apple (AAPL) sold off Monday after getting a downgrade from Jefferies. TSMC (TSM) revenues climbed nearly 45% since one year prior. NetApp (NTAP) tapped a new all-time high after Morgan Stanley upgraded the stock. Marley Kayden discusses the session'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
Charles Schwab clients "embraced volatility," says Joe Mazzola, who points out that they bought dips where most others sold from. He points to options activity as another point of interest, especially in AI memory names like Micron (MU) and SanDisk (SNDK). As Joe explains, some of the biggest sells include Apple (AAPL), AMD Inc. (AMD), and Broadcom (AVGO). SpaceX (SPCX) ended the month as one of the biggest buys among Charles Schwab clients. ======== 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
Prosper Trading Academy's Scott Bauer turns to stocks that recently experienced volatile moves, both to the upside and downside. He sees Intel (INTC) as a long-term trading opportunity, believes Uber Technologies (UBER) is experiencing "top-heavy" movement, and highlights a great "entry point" for Apple (AAPL). Scott offers example options trades for his picks while Rick Ducat walks investors through his technical analysis for all three stocks. ======== 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
Big Tech is spending at a scale we've never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio specialist Sam Ruiz to unpack what earnings season has revealed, where the AI bottlenecks are shifting, and why the hardware supplying the boom may be an easier question to answer than picking the eventual AI winners.In this episode:00:00 Is the AI Boom Sustainable?03:52 Big Tech's Trillion-Dollar AI Bet06:58 AI Revenue Is Surging09:17 Who's Funding the AI Boom?12:19 The World Needs More Compute15:55 Why AI Stocks Swing Wildly20:01 Can AI Earnings Last?24:37 China's AI Threat29:36 AI's Battle for Your Ecosystem33:10 Did Apple Miss AI?37:40 Best Ways to Invest42:35 Protecting Against an AI BustETFs and stocks mentioned: Alphabet (GOOGL / GOOG), Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), Meta (META), Oracle (ORCL), Nvidia (NVDA), AMD (AMD), Intel (INTC), SK Hynix (000660.KS), Samsung (005930.KS), Vertiv (VRT), Siemens (SIE / SIEGY), Caterpillar (CAT), Palantir (PLTR).———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.
As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk's bad week, Google's brain drain, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Jobs Report - Earnings Season Recap - The Trade Desk - Value or Trap? - Google's Brain Drain - Stocks on our Radar Companies discussed: Alphabet (GOOG), Apple (AAPL), The Trade Desk (TTD), Shift4 (FOUR), Micron (MU), Salesforce (CRM), Adobe (ADBE), GM (GM), Symbotic (SYM), ServiceNow (NOW), . Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
NVIDIA dominates the options volume leaderboard while SpaceX bounces back following its first earnings report. On this episode of The Hot Options Report, we break down the most active names across the options market, including NVIDIA (NVDA), SpaceX, Apple (AAPL), Tesla (TSLA), Micron (MU), Microsoft (MSFT), Hertz (HTZ), Intel (INTC), Amazon (AMZN), and Palantir (PLTR). We also kick things off with a look at the Golden Sweeps, where big-money options activity is lighting up SPY and AMD. Which trades are working, which short-dated options are running out of time, and where is options paper placing its bets heading into Friday? Find out on The Hot Options Report. For more options activity, unusual options flow, sweeps, scans, and analytics, visit TheHotOptionsReport.com.
Phil Rosen explains why the equal-weight S&P 500's (SPX) outperformance points to a broadening bull market, even as stocks like Apple (AAPL) and Western Digital (WDC) see individual volatility. He also discusses rising AI investment from Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL), and highlights Eli Lilly (LLY) as a top biotech pick with trillion-dollar potential.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
RDS Wealth CEO Dale Smothers explains why he believes the S&P 500 (SPX) can reach 8,000 despite near-term volatility. He discusses buying opportunities in Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), and Palantir (PLTR), while warning that investors are underestimating China's push for African mineral resources and its implications for the AI race.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
GraniteShares CEO, Will Rhind, discusses how companies with compelling AI strategies are being rewarded this earnings season, highlighting Microsoft (MSFT) and Amazon (AMZN) while noting increased scrutiny on Apple (AAPL). He also examines potential selling pressure on SpaceX as its lock-up period expires and explains how future IPOs from AI leaders like OpenAI and Anthropic could challenge current market valuation frameworks.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Amazon soars while Apple gets crushed in a wild post-earnings session for two of the biggest names in the options market. On this episode of The Hot Options Report, we break down the hottest options activity across Amazon (AMZN), Apple (AAPL), NVIDIA (NVDA), Microsoft (MSFT), Tesla (TSLA), Micron (MU), SpaceX, Alphabet (GOOGL), Intel (INTC) and Strategy (MSTR). Amazon rockets higher following earnings as options traders pile into AMZN, while Apple heads in the opposite direction with a sharp post-earnings selloff. We also look at another huge day for Microsoft following its earnings surge, massive activity around NVIDIA's 200 strike, and the latest options action in Tesla, Micron and SpaceX. Plus, we check out the latest notable options sweeps lighting up the tape, including activity in IBIT, SpaceX and CoreWeave (CRWV). Which names are dominating the options market as we close out the trading week and the month? Find out on The Hot Options Report. Explore the options data and scans discussed on the show at TheHotOptionsReport.com.
This earnings season is showing that investors want proof AI investments can generate meaningful returns, according to Stephanie Walter of HyperFrame Research. She says this explains the positive reaction to Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL), while Meta Platforms (META) has not shown a path to monetization of A.I.Walter also says Apple (AAPL) is taking a different approach, focusing on enhancing its existing products and user experience rather than competing in the A.I. spending race.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Markets are higher heading into Friday's open as investors digest developments in the Middle East and another round of major tech earnings. Jenny Horne discusses why crude oil is ticking higher following the latest regional headlines.On the earnings front, Apple (AAPL) is pulling back from its all-time highs as weak guidance overshadows a record quarter, while Amazon (AMZN) is surging on strong AWS growth and upbeat results.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Microsoft's (MSFT) latest earnings are easing concerns about heavy A.I. spending, as strong Azure growth shows the company is turning its massive investments into profits. Daniel Rubino of Windows Central explains why Microsoft's A.I. strategy is beginning to pay off.Rubino contrasts Microsoft's approach with Meta Platforms (META), arguing Meta continues to spend aggressively on A.I. without a clear path to shareholder returns. He also says Apple (AAPL) is benefiting from a more measured strategy, giving it the flexibility to capitalize on A.I. advancements while continuing to drive iPhone growth and innovation.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Tech earnings wrap up a busy week as investors react to results from some of the market's biggest names. Jenny Horne explains why Amazon (AMZN) is rallying after its strongest AWS growth since 2021, while Apple (AAPL) slips despite reporting its "best quarter ever" as guidance and spending concerns weigh on the stock. Reddit (RDDT) also falls after warning of choppy search referral traffic.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Microsoft (MSFT) and Amazon (AMZN) surged after strong earnings driven by AI and cloud growth, while Meta (META) and Apple (AAPL) fell despite mixed quarterly results and weaker guidance. Marley Kayden gives a breakdown of the biggest takeaways from this week's major big tech earnings reports.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Lisa Martin breaks down this quarter's Big Tech earnings, explaining why investor reactions are driven as much by expectations and timing as the results themselves. She discusses how hyperscalers are being held to a higher standard, why Microsoft's (MSFT) earnings helped calm concerns that emerged after Alphabet's (GOOGL) report, and how Microsoft has become a benchmark for both cloud computing and AI. Martin also shares her take on the latest results from Meta Platforms (META) and Apple (AAPL).======== 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
Kingsview Wealth Management CIO, Scott Martin, discusses rising market volatility, the outlook for Fed policy, and what technical indicators are signaling about investor sentiment. He argues recent swings in stocks like Apple (AAPL), Micron (MU), Marvell (MRVL), and AMD (AMD) create opportunities for long-term investors rather than reasons for 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
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe tech-stock dip is creating opportunity—but only if you know where real strength is showing up before the crowd sees it.In this video, we break down 3 tech stocks with the potential to lead the next move, including one that is already up 21% this week. We also put the opportunities in context by reviewing Microsoft ($MSFT), Apple ($AAPL), Nvidia ($NVDA), Micron ($MU), Alphabet ($GOOGL), Meta ($META), Amazon ($AMZN), Tesla ($TSLA), AMD ($AMD), and the broader S&P 500 ($SPY).The goal is not to blindly buy a dip. It's to identify the stocks showing relative strength, institutional momentum, and the right market backdrop before a move becomes obvious.Subscribe for daily market analysis, stock ideas, and the signals helping traders find opportunities before they move.#stocks #techstocks #stockmarket #NVDA #MSFT #AAPL #MU #AMD*This video is for educational purposes only and is not financial advice.*Here's how we plan to DOMINATE the US Investing Championship for 2026You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://www.ovtlyr.com/usicplan
US Treasury Secretary Bessent said the yen has substantially overshot equilibrium and the US views excess yen volatility as unhealthy, while he added that the yen is very undervalued and that Japan may have intervened in currency markets on Thursday.Nikkei sources said Japan's government and BoJ intervened in the FX market yesterday by buying yen and selling dollars, while desks conducted rate checks.BoJ kept rates unchanged at 1.00%, as expected, through an 8-1 vote, with board member Takata the dissenter who proposed a 25bps rate hike; little move in Japanese assets on the announcement.After-hours US earnings saw Amazon (AMZN) rise almost 10% whilst Apple (AAPL) fell over 6%.APAC stocks were mostly higher following the tech-inspired momentum stateside; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.8%.Looking ahead, highlights include French/Italian/EU Inflation Flash (Jul), German Unemployment Rate (Jul), Canadian GDP (May), US University of Michigan Final (Jul). Speakers include BoJ Governor Ueda, BoE's Pill, Fed's Hammack, Logan & Kashkari. Earnings from AbbVie, Chevron, Credit Agricole & NatWest. Scope Ratings update on Switzerland rating.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
John Blank breaks down Apple (AAPL) ahead of its earnings report, calling it a premier company while discussing how investors should approach the stock in the current environment. He shares his outlook on taking profits, letting the stock "sweeten" over the coming months, and what to watch as Tim Cook prepares for his final earnings call as CEO. Blank also discusses the key themes investors will be listening for on Apple's earning's call.======== 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
Apple (AAPL) shares dipped after earnings despite a record quarter, as investors focused on weaker services and China revenue. Amazon (AMZN) rallied on strong AWS growth and record results, while Reddit (RDDT) faced pressure from concerns over search traffic despite beating expectations. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Max Weinbach analyzes Apple's (AAPL) latest earnings report and explains why weakness in services growth and China sales may be overshadowing the strength of its iPhone and Mac businesses. He discusses how Apple's new leasing program, supply chain negotiations, and continued investment in hardware and R&D could support future growth, while AI remains a key factor in the company's long-term product strategy.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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
Olivier Blanchard breaks down what Apple (AAPL) must deliver in its earnings report to support its $5 trillion valuation and maintain investor confidence. He explains why the company's capital-light approach to AI may be a competitive advantage and examines how Apple's new upgrade leasing program could drive iPhone sales and recurring services revenue.======== 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
Jessica Inskip (@jessicainskip) has her sights entirely on the Mag 7 for today's Big 3. She highlights Apple (AAPL) and its product suite as a key growth driver in macroeconomic uncertainty, Meta Platforms (META) as a major breakout candidate following months of consolidation, and Nvidia (NVDA) as it expands AI capabilities. Ben Watson of @CharlesSchwab takes us through the 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 OptionsDisclosure 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/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network
StocksToTrade's Tim Bohen talks through today's tech-centric Big 3. He sees Apple (AAPL) as a stock “nailing technology” and reaping all the benefits from AI, sees SpaceX (SPCX) under $100 as a strong buying opportunity, and notes that Bank of America (BAC) has done "no wrong lately.” Rick Ducat takes us through the technicals in the stock charts.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Here are the descriptions written out in standard text format, ready to copy and paste without any of the HTML coding. 1. Libsyn Show Description (Podcast Directories) Wrap up your trading day with host Mark Longo on The Hot Options Report for Thursday, July 16, 2026. Tech giants and chipmakers are feeling the heat as we head into a massive Friday expiration. Whether it's traders hunting for late-stage juice in Micron or managing risk in SpaceX, the options tape was absolutely on fire today. Inside This Episode: Capitol Hill Trades: We dive into recent stock purchases from House members including Amphenol Corp (APH), Ellington Financial (EFC), and Hilton (HLT). The Tech & Chip Sell-off: Chip names get hammered despite strong Taiwan Semi numbers. Intel (INTC) drops nearly 6% while Nvidia (NVDA) slides to close at $207.40, pacing the leaderboard with 2.76M contracts. The Wild West of Micron (MU): Down $51 to close at $853.20. Are traders abandoning the $1,000 strikes? We look at the heavy action on the $900 calls going for over $7.00 in premium. SpaceX Back in the Top 10: Trading below its $135 IPO price, SpaceX draws 774,000 contracts. We decipher the massive block of next-week $330 calls—is this ETF risk management at play? Earnings & Expiration Action: Post-earnings movement on Netflix (NFLX) plus short-dated plays on Apple (AAPL), Tesla (TSLA), Alphabet (GOOGL), Amazon (AMZN), and Microsoft (MSFT). Resources & Links: Run Your Own Scans: Check out TheHotOptionsReport.com to find unusual activity, scan the flow, and track the data yourself.
There's no question artificial intelligence is the next big paradigm shift in technology, but how that shift plays out could determine how investors can make money. We discuss what we can learn from the PC era, the internet boom and bust, and the mobile phone era in technology. Plus, we discuss our hidden gems and stocks on our radar. Travis Hoium, Andy Cross, and Lou Whitman discuss: - 80s Lessons - .com Infrastrucuture - Internet Disruptors - How AI Plays Out - Hidden Gems - Stocks on our Radar Companies discussed: Delta (DAL), Primo Brands (PRMB), Aritzia (ATZ), NVIDIA (NVDA), Apple (AAPL), TSMC (TSM), Intuit (INTU). Host: Travis Hoium Guests: Andy Cross, Lou Whitman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Q2 2026 was the best year on Wall Street since 2020 and AI led the way. But the gains weren't evenly distributed and we discuss what's sustainable and what's not in the market. Plus, we discuss Meta becoming a neocloud and look back on the U.S. stocks that defined the past four decades. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Record Q2 Performance - How AI Ruled the Day - Meta the Neocloud? - What Happened to Compute Constraint? - History of U.S. Stocks - Stocks on Our Radar Companies discussed: Meta Platforms (META), Netflix (NFLX), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG, GOOGL), Walmart (WMT), Home Depot (HD), Microsoft (MSFT), Cisco (CSCO), Dell (DELL), GE (GE), Columbia Banking (COLB), Axon (AXON). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Memory prices have skyrocketed because of AI demand and that's not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silicon Valley made itself a villain in the age of AI. Plus, we go through what technologies may be disruptive and stocks on our radar. Travis Hoium, Jon Quast, and Lou Whiteman discuss: - AI, The Villian - Why Memory Costs Hit Apple - Who Says “Enough”? - Is There Rationality in Tech? - Disruptive or Sustaining Innovation - Stock on our Radar Companies discussed: Tractor Supply (TSCO), Lockheed Martin (LMT), Apple (AAPL), Micron (MU), NVIDIA (NVDA). Host: Travis Hoium Guests: Jon Quast, 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 Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jon, Matt, and Rachel look at how natural gas is poised to power data centers before ending on a listener's question regarding value investing and how things have changed since Warren Buffett got his start.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Toy Story 5's $160 million opening weekend-Hidden winners with growing box office sales-Microsoft's deal with Chevron to power a Texas data center-Why natural gas is increasingly a consideration-How value investing has changed over the yearsCompanies discussed: Disney (DIS), Netflix (NFLX), Apple (AAPL), EPR Properties (EPR), Chevron (CVX), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), Amazon (AMZN), EQT (EQT), GE Vernova (GEV), Caterpillar (CAT), Berkshire Hathaway (BRK.A)(BRK.B), Lumentum (LITE), Coherent (COHR), Coca-Cola (KO)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth 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