Podcasts about Avgo

While markets have made an astounding comeback from April's lows, Jessica Inskip warns of dangers a "euphoric" state has on outlook. As Wall Street pushes stocks higher, Jessica labels Talen Energy (TLN) as an interesting energy play, Broadcom's (AVGO) dip buying opportunity, and Coinbase's (COIN) volatile opportunity on crypto momentum. Ben Watson with Charles Schwab talks about technical levels investors should keep their eye on. ======== 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

We name the top performing sectors in the S&P 500 and give ideas on how you might invest in them now.  We introduce you to Stablecoin and the new IPO on Wall Street, Circle Internet Group, Inc.  We also review the performance year to date of Bitcoin and Ethereum.  We also review Nancy Tengler's top 5 picks for 2025 and Mark Grant's high-income stream investments.

S&P Futures are trading higher this morning ahead of this morning Non-Farm Payrolls report. Markets remain positive on the state of U.S. China relations after a Thursday phone call between Trump and XI. The same can't be said for the Trump Musk relationship as they exchanged a series of negative comments yesterday. The comments elevated concerns on the passage of Trump's tax bill. Japanese officials are in DC today for trade talks. Tesla's auto taxi is schedule to commence service on June 12 in Austin, TX. Apple's developers conference starts on Monday. On the earnings front, LULU and AVGO are lower after earnings reports. Next week, watch for the CPI report and earnings from ORCL & ADBE.

Shares of Tesla (TSLA) rebound after Thursday's dramatic sell-off. Lululemon (LULU) is down following its latest earnings report. And, despite an earnings beat, Broadcom (AVGO) is under pressure ahead of Friday's open. Tom White takes us through the 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

Markets rallied on the week despite tariff shakiness and a steep sell-off in Tesla (TSLA). The latter happened after Tesla CEO Elon Musk openly criticized President Trump and his "big, beautiful" tax bill on X. Broadcom (AVGO) saw some selling action Friday despite posting an earnings beat. Constellation Energy (CEG) closed the week lower on the heels of a 20-year deal it signed with Meta Platforms (META). Sam Vadas takes investors through the top stories of the trading week.======== 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

Thomas J. Hayes sees a bull run ahead for the market, citing strong earnings growth and a potential interest rate cut by the Fed. He highlights the different earnings stories seen in Lululemon (LULU) and Broadcom (AVGO), where LULU blamed the economy for slow comp store sales and AVGO's AI-related business driving growth. Hayes' stock picks include Albemarle (ALB), QXO Inc. (QXO), Stanley Black & Decker (SWK), and Generac (GNRC), all of which he believes are undervalued and poised for a rebound.======== 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

Cory Johnson sees Broadcom's (AVGO) earnings as something investors need to watch. While Nvidia (NVDA) holds dominance in the chipmaking space, Cory believes Broadcom's partnerships with Alphabet (GOOGL), Amazon (AMZN), and Microsoft (MSFT) gives AVGO a new edge. Cory later touches on the evolution of software and how it chips into the hardware side of A.I.======== 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

Thomas J. Hayes sees a bull run ahead for the market, citing strong earnings growth and a potential interest rate cut by the Fed. He highlights the different earnings stories seen in Lululemon (LULU) and Broadcom (AVGO), where LULU blamed the economy for slow comp store sales and AVGO's AI-related business driving growth. Hayes' stock picks include Albemarle (ALB), QXO Inc. (QXO), Stanley Black & Decker (SWK), and Generac (GNRC), all of which he believes are undervalued and poised for a rebound.======== 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

Broadcom (AVGO) traded lower to start Friday's session after it posted a slight earnings beat Thursday evening. The price action may stem from lofty expectations, according to Jenny Horne, who notes the stock's massive rally over recent weeks. Jenny later turns to Lululemon's (LULU) sell-off after earnings after heightening its "blame game" on tariffs.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Equity futures are trying to shake off a turbulent Thursday session, thanks in part to a high-profile social media spat between Elon Musk and President Donald Trump. Kevin Green explains the rapid impact on market momentum, particularly for Tesla (TSLA). Meanwhile, investors have the May jobs report in focus on Friday. Later, KG breaks down Broadcom (AVGO) after a post-earnings pullback in shares.======== 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

S&P Futures are trading slightly higher this morning ahead of some important economic announcements. The ECB is expected to announce a rate cut this morning of 0.25%. Jobless Claims & data on the U.S. trade deficit are due out this morning. President Trump will be meeting with German Chancellor Merz today, discussions will likely focus on NATO, Ukraine, tariffs & trade relations. The Senate is preparing to make major changes to the Reconciliation bill. KMB is nearing a sale of its tissues business to a Brazilian firm. On the earnings front, LE, MDB & FIVE are higher after earnings reports After the bell today, AVGO, LULU & DOCU are scheduled to release earnings.

It was a volatile day on Wall Street with all four indices ultimately closing down. Tesla (TSLA) was the culprit behind much of the selling action after Elon Musk openly criticized President Trump and his administration on X. Brown-Forman (BF/B) had its worst day in 12 years as tariffs cut into profits, Broadcom (AVGO) struggled to meet sky-high expectations in earnings, while Visa (V) continued to outperform. Sam Vadas breaks down today's heavy trading session.======== 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

Broadcom (AVGO) is often referred to as Nvidia's (NVDA) main competitor in the A.I. space. The company rallied big off its April lows but couldn't meet an exceedingly high bar in its latest earnings report. Tom White and George Tsilis turn to the numbers and explain why the stock may already be "priced to perfection."======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Steven Dickens sees Broadcom (AVGO) as a "more balanced business" with an expanding A.I. runway. He points to its VMware acquisition and growing list of partnerships with companies like Alphabet (GOOGL) as tailwinds. He notes a correlation with Broadcom and Nvidia (NVDA), but sees that correlation diverging with Broadcom's software exposure.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Broadcom (AVGO) established itself as a strong competitor in the A.I. space, rallying to new all-time highs ahead of earnings after hours. Sam Vadas talks about how analysts view the company as Nvidia's (NVDA) "number two," but argues Nvidia needs companies like Broadcom to thrive. She previews the earnings before it reports this evening.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Angelo Zino says Broadcom (AVGO) historically gives conservative guidance and expects the company to exceed its earnings. However, he believes there is upside potential in the company's semiconductor business saying the growth potential over the next 2-3 years is "underestimated." Angelo discusses AVGO's "frenemies" status with fellow tech companies like Nvidia (NVDA) and AMD (AMD). Later, Tom White provides a pair of example options strategies in AVGO.======== 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

Broadcom (AVGO) earnings are due to report after Thursday's close. Ahead of the latest quarterly figures, Tom White takes a look at the stock price surge seen in its shares since the beginning of 2025. He later illustrates an example options trading strategy using a call butterfly with a bullish tilt.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

James Demmert drops by the NYSE set with a couple of stocks to watch: Intuitive Surgical (ISRG) and BYD (BYDDY). He says both are plays that avoid a potential U.S. slowdown. Ahead of Broadcom's (AVGO) earnings, James says it is the "semiconductor company people don't think about" but believes that its diversified business gives it strength. He's expecting AVGO to beat expectations and guide higher in its report.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Are we going to all time highs? Comment below. ⁠⁠⁠⁠SAVE ON TRENDSPIDER ⁠⁠⁠⁠

Nvidia's (NVDA) earnings captured the attention of the markets last week, but there are other chip stocks capturing analyst attention today. Jenny Horne talks about why Barclays raised its price target on TSMC (TSM) while downgrading ASML Holding (ASML). She also points to a bullish note on Broadcom (AVGO) from Citigroup ahead of the company's earnings later this week. Rick Ducat dives into the technical trends behind the A.I. stocks.======== 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 I show you how I use AI to find and get strategies that lead to bullish stocks like $BCS ⁠⁠⁠SAVE ON TRENDSPIDER ⁠⁠⁠

S&P Futures are moving lower this morning due to an escalation of trade tensions between the U.S. & China. Both sides have accused each other of violating the 90-day trade truce. President Trump said that he will be raising tariffs on steel and aluminum from 25% to 50%. The EU and the U.S. will be holding trade talks this week. Fed Chairman Jerome Powell well be making some opening remarks today, yesterday Fed governor Christopher Waller indicated that the Fed will likely be able to lower interest rates this year. Oil prices are spiking this morning as geopolitical concerns with Ukraine and Iran overtake OPEC decision to hike its output in July. On the economic front ISM Manufacturing PMI data is out today. SAIC is trading lower after an earnings miss this morning. This week's earnings announcements include, SIG, DG, HPE, CRWD, DLTR, PVH, FIVE, CIEN, DOCU, LULU & AVGO.

S&P Futures are moving slightly lower this morning as the markets await a key inflation report. Trade talks are said to be continuing, with possible announcements in June. Trump tariffs while temporarily reinstated during the appeals process, are unlikely to receive a favorable ruling. The admin has already started to pivot to different provisions of the Trade Act in an effort to retain its tariff restrictions.  President Trump will be holding a press conference today at 1:30 pm as Elon Musk steps down from his role. On the economic front today are reports on PCE & Consumer Sentiment are due out. Earnings will be a key focus today. DELL, ULTA, DELL and SCHL are higher after their reports. Next week's earnings announcements include, SAIC, SIG, DG, HPE, CRWD, DLTR, PVH, FIVE, CIEN, DOCU, LULU & AVGO

This earning season inches closer to the close, but there's still some big names investors will want to watch this week. Broadcom (AVGO) will offer another angle of the A.I. picture while Crowdstrike (CRWD) is expected to give more perspective into cybersecurity's strength. Lululemon (LULU) will become a key focus on retail and tariff impacts. Jenny Horne turns to the news flow affecting all three names while Rick Ducat dives into the chart technicals.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jay Hatfield says the market's positive reaction to the court's tariffs decision is justified but not entirely surprising. He believes the tariffs' impact on the economy was overblown and that the decision could be the catalyst for a "summer power rally." He also likes specific names like Broadcom (AVGO) and Amazon (AMZN) due to their underappreciated growth potential and reasonable valuations.======== 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

Box Inc. (BOX) tapped new highs for the last 12 months thanks to a rally following its earnings beat. Diane King Hall talks about other factors behind the optimism, including A.I. offerings from the company. Sticking with A.I., Diane also explains what's behind one firm's reiterated buy rating on Broadcom (AVGO), and Barclays' price target hike on Crowdstrike (CRWD).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jay Hatfield has a $6,600 target on the SPX for this year. “We're really calling for a summer power rally.” He outlines his scenario for stag-deflation, with low economic growth but continuing currency deflation. He also thinks that we can evade recession, giving his own definition for recession based on housing rather than unemployment. His picks right now include KKR and APO in financials, along with AMZN and AVGO in tech.======== 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

Tariff Turmoil – not getting much better Stock Market Chaos – Uncertainty reigns Recession Alarm – Is this a ticking time bomb? And our guest – Brian Dress from Left Brain Wealth Management NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Brian Dress is an Investment Advisor for Left Brain and also holds the position of Director of Research. He works with high-net-worth investors and families on tax-efficient investment and financial planning strategies to help them achieve their financial goals and dreams. Brian began his investing career in 2005 and joined Left Brain in 2018. He earned a bachelor's degree from Georgetown University and became a Chartered Financial Analyst (CFA) Charterholder in 2021. YouTube channel: https://www.youtube.com/@LeftBrainWealthManagement Research Service, which includes access to our library of 100s of reports, and 5 model portfolios, updated quarterly: https://leftbrainwm.com/portfolio FIND OUT MORE ABOUT BRIAN Follow @andrewhorowitz Check this out and find out more at: http://www.interactivebrokers.com/ Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (CRWD), (TSM), (NVDA), (AVGO), (ZS)

This week, Nathan from Dividend Watch joins us to discuss everything from high-yield strategies to sustainable yields, the psychology behind investor decisions, and even the impact of global tariffs. Plus, hear our thoughts on companies like Johnson & Johnson, Broadcom, and many more.Tickers mentioned: JNJ, AVGO, SCHD, VYM, AT&T, JEPQ, JPI, LVMH, ASML, NOVO, UN, SAP, IBM, BRBY, META, GOOG, MSFT, AAPL, SHEL, AGG, BTI.Site: https://dividend.watchLinkedIn: https://www.linkedin.com/in/nathan-hamilton-8492456/

Tracey Ryniec, Zacks Senior Stock Strategist, screened for top ranked Zacks technology stocks that also have low PEG ratios. They are AVGO, COMM, DBX, IDCC and STNE. (0:30) - Using The Zacks Stock Screener To Find Technology Investments For Your Portfolio Right Now (5:10) - Tracey's Top Stock Picks  (34:35) - Episode Roundup: AVGO, COMM, DBX, IDCC, STNE, XYZ Podcast@Zacks.com  

Futurum CEO Daniel Newman believes "tech will be strong again," investors just need to "deconstruct" the Mag 7 and consider possible consumer pressures. That's why Daniel likes Microsoft (MSFT) and Nvidia (NVDA) through their profit exposure to enterprises. On Broadcom (AVGO), Daniel expects the company to supply infrastructure other Big Tech companies like Alphabet (GOOGL) will need. He still expects Apple (AAPL) to act as a long-term safety play.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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

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In this episode, we dive into Trump's tariff exemptions and the impact on tech, explore evolving SPY patterns, and break down the surge in gold prices. We debate gold vs. gold miners, analyze Bitcoin's recent moves, and cover the top 5 stocks in the news. In Coaches Corner, we unpack what's really happening with the U.S. dollar and its reserve currency status. Timestamps: • Tariff Talk – 3:00 • SPY Patterns – 21:45 • Gold vs. Miners – 30:45 • Bitcoin – 38:00 • Top 5 Stocks – 40:00 ($AAPL, $AVGO, $JPM, $STZ, $DAL) • USD Reserve Breakdown – 53:30

S&P Futures are displaying gains this morning as multiple days of declines is not sustainable. There is a slight change in the tariff narrative back to negotiations which may not hold. President Trumps has shown a willingness to continue to move forward with his tariffs and yesterday he threatened China with an additional 50% tariffs if they move forward with retaliation. The markets remain highly sensitive to trade issues and commentary from the Trump Admin tariff policy. U.S. Trade Representative Jamieson Greer is scheduled to testify before the Senate Finance Committee today at 10:00 am to defend the presidents tariff policy. Health insurance stocks are higher as Medicare plans to substantially increase payment rates next year. AVGO announced a big buyback last yesterday and LEI delivered a positive earnings report. DAL is scheduled to release earnings tomorrow morning. Markets will be focused on forward guidance this earning season.

After Broadcom (AVGO) announced a $10B share buyback program, Rick Ducat looks at the tech company's long-term technical trends. Broadcom shares hit an all-time high in late 2024, but have pulled back significantly alongside the overall markets in 2025. Tom White puts together a bullish call diagonal options trade strategy in AVGO.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Stocks are on the march higher following 3 days of intense tariff-induced selling pressures. Tom White recaps the current market moves before turning his attention to Broadcom (AVGO) and AMD (AMD). Broadcom announced a new $10B share buyback program, while AMD catches a downgrade at KeyBanc.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

As investors react to this week's tariff-induced selling, George Tsilis looks at one of the biggest players in the A.I. semiconductor trade: Broadcom (AVGO). Noting its VMWare acquisition and connection to Apple (AAPL), George walks through Broadcom's business model before taking a look at its current technical setup.======== 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

En este episodio, desglosamos los temas más importantes que están marcando el pulso de los mercados: • Wall Street entra en pánico: El presidente Trump declaró una emergencia nacional comercial, imponiendo aranceles del 10% al 49% usando la Ley IEEPA. El $SPX cayó -3.6%, $US100 -3.8% y $INDU -2.7%. UBS estima que los precios al consumidor podrían subir hasta 4% si no hay marcha atrás. Hoy se publican datos de empleo y el ISM de servicios. • Semiconductores bajo presión: Aunque oficialmente excluidos, los aranceles impactan a socios clave de $NVDA, $AMD, $AVGO y $QCOM. $MU cae -5%, $TSM -4% y $INTC -1%. También bajan $ASML, $LRCX, $AMAT y $KLAC. Trump sugiere que las empresas “fabriquen en EE.UU.” para evitar impuestos. • Apple se desploma: $AAPL cayó ~7% tras los aranceles a China (34%), Taiwán (32%) e India (26%), donde produce buena parte de su hardware. Trump afirmó que Apple invertirá $500B en EE.UU., aunque sigue dependiendo de $TSM y busca diversificar con $FXCOF en India. Acompáñanos para entender cómo esta nueva ola de proteccionismo está sacudiendo a los mercados y alterando el mapa geopolítico global de la tecnología.

Broadcom (AVGO) gets an upgrade to a Buy rating at Daiwa. Nvidia (NVDA) shares touched 6-month lows. And, Snowflake (SNOW) is listed among one firm's top A.I. picks. Tom White walks through Wednesday's early movers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Broadcom (AVGO) has enjoyed a 300% rally over the last 3-years, but year-to-date it has slid alongside the overall tech sector weakness. Tom White looks at the recent RSI pullback in AVGO indicating a possible "oversold" level. Then, Tom compiles an example options strategy using a bullish call strategy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

While tariffs will take over today's market commentary, Diane King Hall turns to stock movers investors may have missed. On United Airlines (UAL), she talks about the concerns Raymond James has for the company after it issued a downgrade. Broadcom (AVGO) got an upgrade from Daiwa as the firm sees four catalysts in the chipmaker. Goldman Sachs adjusted its price targets for payment companies like PayPal (PYPL) and Block (XYZ).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Amazon (AMZN) and Broadcom (AVGO) are the subject of today's Daily Trader with guest host Tom White. Both big tech stocks have fallen from all-time highs, but Tom sees ways to use options and find potential upside in 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

S&P Futures are weakening this morning as the markets is now focused on the pending Trump Tariff announcement which is scheduled for April 2nd. Travel stocks are moving lower this morning as London's Heathrow airport has been closed due to a fire at a nearby electrical substation. President Trump & Defense Secretary are scheduled to speak at 11:00 am this morning. On Sunday, the China Development Forum begins, CEO's from QCOM, FDX, MA, AVGO, PFE are expected to attend. FDX, NKE & LEN are lower after earnings announcements. Macro uncertainties in the world is likely to be a key theme when earnings season kicks off next month.

Justin Tam from Qraft discusses the QRFT ETF and its A.I. guided investing strategies. “We're still fairly positive on the tech trade,” but the ETF is also diversifying into energy and other sectors in March. Top holdings now include META, GOOGL, TSLA, and AVGO. He also describes their AMOM ETF, which is focused on momentum and also uses A.I. technology. That fund's recent monthly rebalance increased energy holdings by around 5%, including in KMI. Its top holdings are similar to QRFT: NVDA, META, TSLA, and AVGO.======== 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

Joel Hawthorne turns to the A.I. trade in today's Big 3 to explain the promise he sees despite recent pullbacks. He talks about Broadcom's (AVGO) cheaper price action, Palantir (PLTR) as a "hidden gem" and Arm Holdings (ARM) as a great play at a lower price. Rick Ducat dives into the technical trends in each company's 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

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En este episodio, analizamos los eventos más relevantes que están impactando los mercados y sectores clave: Mercados en alza mientras entran en vigor los aranceles: Wall Street sube mientras las tarifas del 25% a importaciones de acero y aluminio entran en vigor. La atención del mercado está en el CPI de febrero, con una inflación esperada del 2.9%, clave para la próxima decisión de la Fed. Super Micro Computer y la revolución en Edge AI: $SMCI integrará los nuevos procesadores Xeon 6 de $INTC en sus servidores, prometiendo mayor eficiencia energética y capacidad en redes de telecomunicaciones e inteligencia artificial en el borde de la red. Salesforce expande su presencia en Singapur con inversión de $1B: $CRM busca acelerar la adopción de su plataforma de IA, Agentforce, mientras colabora con Singapore Airlines para desarrollar soluciones de gestión de clientes impulsadas por IA. TSMC propone una alianza con Intel para su división de fundición: $TSM busca operar la manufactura de chips de $INTC con el respaldo de $NVDA, $AMD y $AVGO. Analizamos el impacto de esta movida en la industria y la posible aprobación de la administración Trump. Acompáñanos para entender cómo estos eventos están moldeando los mercados, la tecnología y la innovación global. ¡Un episodio cargado de análisis estratégico!

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Mobile World Congress (MWC) in Barcelona, reflecting on its relevance in the current tech landscape, particularly in the telecom and semiconductor industries. They explore the shift in focus from traditional mobile technologies to AI and data centers, the challenges faced by telecom operators, and the evolving role of software in the industry. The conversation also touches on Qualcomm's positioning, the dynamics of network processors, and humorous observations about the latest innovations, including humanoid robots and AI avatars. Finally, they tease an upcoming discussion about Apple's modem technology and its implications for the market. In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Marvell and Broadcom, analyzing the competitive dynamics in the semiconductor market. They delve into Marvell's challenges with customer relationships and market positioning, contrasting it with Broadcom's strategic advantages. The discussion also touches on the implications of Apple's product updates and the overall market sentiment regarding capital expenditures and technology investments.

S&P Futures are positive this morning ahead of today's Non-Farms Payrolls report this morning. President Trump is holding a Crypto Summit at the White House today, last night he signed off on the creation of a strategic bitcoin reserve. Fed Chair Jerome Powell is scheduled to speak today. Tariff news continues to dominate the sentiment, markets react negatively to uncertainty and tariff process has been highly chaotic. On the earning front, AVGO, GAP and GWRE are higher after their releases. Earnings reports due out next week include ORCL, KSS, DKS, CASY, ADBE, & ULTA.