Podcasts about Avgo

In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Bank of Canada rate decision and monetary policy report. They discuss why the Bank of Canada held rates steady, how the bond market is increasingly driving borrowing costs, and why housing is becoming a more important risk in the central bank’s outlook. They also look at Canada’s increasingly divided housing market, with Ontario and B.C. under pressure while several other provinces continue to hit new highs. The discussion covers condo weakness in Toronto and Vancouver, the impact of unsold inventory, rental market dynamics, CMHC MLI Select, and how mortgage products and government policy are shaping real estate investment. From there, they shift to the U.S. rate outlook and why the Fed may have less room to raise rates than prediction markets or futures markets suggest. They discuss rising U.S. Treasury bill issuance, the potential role of stablecoins in creating demand for short-term government debt, and why higher inflation targets may become more politically and financially attractive over time. Finally, they dig into the AI investment boom, including new Chinese open-weight models, pressure on OpenAI and Anthropic’s business models, data centre constraints, Tourmaline’s proposed Alberta data centre opportunity, and what semiconductor drawdowns may be signaling for broader markets. Tickers discussed: TOU.TO, SMH, NVDA, TSM, AVGO, AMD, MU, ASML, META, QQQ Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Andrew Graham doesn't see fatigue hitting the AI space. He believes the issue investors have is a "performance gap" between hyperscalers and semiconductors. Andrew expects Alphabet (GOOGL) to be the strongest of the hyperscaler group due to its full exposure to the AI stack. As for the AI chipmakers, his number one pick is Broadcom (AVGO) due to its "overlooked" nature and custom silicon capabilities. He also talks about token pricing effects from a tentative cooldown. ======== 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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It's not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT American Tower Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Meta's new AI models and pricing stragegy - Is Meta have a strategy or just “trying things”? - Mailbag: Is GE Vernova overvalued? - Mailbag: Can American Tower overcome these challenges Companies discussed: META, AVGO, TSM, NVDA, AMD, AMZN, GOOGL, GEV, SMEGF, AMT Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump says the ceasefire between the U.S. and Iran is over after Iranian forces struck multiple vessels in the Strait of Hormuz. Tom White takes investors through the latest headlines and the pressure they brought to markets ahead of Wednesday's trading session. Also on his watchlist: Apple (AAPL) and Broadcom (AVGO) after the Big Tech giants signed a $30 billion deal. Tom then talks about international news on reports China may restrict global access to AI models. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jenny Horne talks about Apple's (AAPL) new partnership with Broadcom (AVGO). She says the $30 billion deal to extend the partnership is Apple's largest agreement so far under its American manufacturing program. Jenny explains why the partnership is so significant for the U.S. chip trade. Prosper Trading Academy's Mike Shorr walks us through an example options trade for Apple.======== 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

SUMMARY DEL SHOW Futuros caen con fuerza este miércoles después de que Trump declarara que el acuerdo de paz con Irán "terminó", con el petróleo subiendo con fuerza ante el riesgo renovado de cierre del Estrecho de Hormuz. $AAPL compromete más de $30B con $AVGO en un acuerdo multianual para diseñar y producir chips de conectividad fabricados en EE.UU., el mayor compromiso de Apple bajo su programa de manufactura americana. El IPO de $SKHY está múltiples veces sobredemandado antes de su precio el jueves, mientras $BABA sube más de 10% en premarket tras señales positivas pre-earnings sobre rentabilidad.

The memory trade bounced back following last weeks sell off with Micron (MU), Western Digital (WDC), and Seagate (STX). Broadcom (AVGO) and Apple (AAPL) announced their partnership expansion, and AMD Inc. got a price target hike from Goldman Sachs.======== 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

Ben and Tom discuss OpenAI delaying its $1 trillion IPO to 2027 as bankers cite tech volatility and the post-SpaceX retail enthusiasm hangover, the resulting sell-off in AI infrastructure names with Softbank down 12% and Micron, NVDA, AVGO, and SNDK all lower, Apple and Microsoft's 15-20% price hikes on iPads, Macs, and Xbox tied to memory chip prices and the likelihood that big tech vertically integrates in response, ON Semi's $6 billion all-stock acquisition of Synaptics to expand into physical AI and robotics with a $100 billion TAM by 2030, and FedEx Freight's commentary that demand may finally be stabilizing.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Tyler Ellegard breaks down ongoing market volatility and the broader impact of AI on the economy. He outlines his long-term outlook for Broadcom (AVGO), Nvidia (NVDA), and Qualcomm (QCOM), while also highlighting bullish views on Chevron (CVX), CRH (CRH), and Rockwell Automation (ROK).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

What if AI plateaus and remains structurally mediocre?  Jason and Jeff challenge Wall Street's unstoppable narrative, talk portfolio rebalancing, and dissect the line between investing skill and pure luck.  00:29 Mailbag Callout 01:57 Episode Setup AI Doubts 04:25 Will AI Stay Mid 08:43 LLMs Limits Learning 12:36 AI In Investing Workflow 16:08 Spending Hype Reality 19:17 Deck Building First Principles 22:55 AI Adoption And Growth Math 26:34 Rebalancing In AI Mania 27:23 Trimming Winners Hedging 33:53 Allocation Decisions Retirement 38:08 Have We Just Been Lucky 45:22 Gemini Concentration Fail Companies mentioned: ADBE, AVGO, CRM, DDOG, KNSL, MELI, NVDA Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I talk about my top 5  stocks from the S&P 500: Apple (AAPL) Costco (COST) Microsoft (MSFT) Alphabet (GOOG) Visa (V) We also discuss AOS, CL, MCK and AVGO. It's all about Dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/

We wrap up information on the big SpaceX IPO and review some top semiconductor stocks that may still be undervalued even after the recent big run up in semiconductor stock prices.

Can Apple Update the 16-Year-Old Siri? This week marked Apple's annual Worldwide Developers Conference (WWDC) in Cupertino, California. One of the biggest storylines is Apple's effort to reinvent Siri, which many users now view as one of the least capable AI assistants on the market…   The Housing Market Is Finally Starting to Look Normal Again For the last several years, the housing market has felt anything but normal. Ultra-low mortgage rates, limited inventory, bidding wars, and rapidly rising home prices created an environment that left many buyers frustrated and many sellers expecting unrealistic prices…   Inflation Hits a Three-Year High, But the Details Tell a Different Story The latest Consumer Price Index (CPI) report showed inflation rising 4.2% year-over-year, the highest reading since April 2023. At first glance, that sounds concerning. But a deeper look shows that the inflation story is being driven largely by a handful of categories, especially energy and travel…   How long will the AI buildout cycle really last? The market has rewarded virtually every company connected to AI infrastructure. Chip manufacturers, networking companies, power providers, cooling suppliers, data center REITs, and cloud providers have all benefited from an unprecedented surge in spending. But history tells us that every capital spending boom eventually slows…   SpaceX IPO Finally Come To the Market, Should You Buy Now?   Live Market Discussion!   Companies Discussed: Docusign, Inc (DOCU), Broadcom Inc. (AVGO), and Viasat, Inc. (VSAT)  

We have big, updated news on this week's SpaceX IPO.  We also review some brand-new Photonic ETFs, and we take a look at some blue-chip bargains trading on Wall Street right now.  We also share with you Nvidia's Corporate Portfolio Stock Holdings, including one that comprises more than half of all of their entire portfolio.

Broadcom (AVGO) finishes the week down despite hitting record revenue, Hewlett Packard Enterprise (HPE) rallied when the company reported better than expected earnings, and Alphabet (GOOGL) slid trying to fund its new infrastructure buildout.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The market is obviously in a "buy the dip" run right now. But we are seeing lower highs and it's starting to turn. I still think there are quality names at discounts like $CIEN and even $AVGO. Have your watch lists ready and a strategy to get in to stocks you've wanted to buy. ⁠⁠⁠SIGNAL STACK LINK⁠⁠⁠

Iran has informed Pakistan of its acceptance of transferring part of its uranium to a third country that agrees to it. However, Al Arabiya followed up by stating that the US still refuses Iran's request to release its frozen funds.US equity futures tilt negative as AVGO AI revenue guidance continues to infect the tech space. G10s firm against the Buck into NFP, expectations of 85K.Tentative action across fixed benchmarks, while gilts outperform as the Makerfield by-election nears. Crude off lows while Washington gives Iran till the end of the week to respond.Looking ahead, highlights include US Jobs Report (May), Canadian Jobs Report (May), Speakers include BoE's Bailey & Dhingra.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Is the AI Stock Market rally over? Elon Musk is turning heads on Wall Street this week as SpaceX prepares the biggest IPO launch in history, but problems are brewing over at Broadcom as AVGO plummets 13%. The shop reviews the big moves of the week alongside possible interest rate raises now that the new nonfarm payroll numbers are out before diving into a few strong earners at VSXY and CRDO, three stocks worth watching at AAOI, LLY, and WOLF, and reviewing SpaceX’s options leading into their astronomic $1.75 trillion evaluation. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 00:00 – Opening Bell 12:00 – Bond Tracking 101: Finding Value in Investments 17:00 – Checking in on Our Grotection Strategy 22:00 – This Week in the Markets 24:45 – Interest Rate Raise? Nonfarm Payroll Triggers Changes 41:00 – Strong Earners – VSXY, CRDO, AGX 45:30 – Three Stocks Worth Watching – AAOI, LLY, WOLF 50:00 – SpaceX Goes Public: IPO Review – SPACEX, CRCL, FIG, CBRS 01:03:40 – AVGO Plummets 13% as Broadcom Shakes The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post ELON’S SECRET WEAPON – SPACEX GOES PUBLIC AS AVGO PLUMMETS | Your Money Podcast Ep. 594 appeared first on Revere Asset Management.

It seems like no matter the size of a company, it is possible we'll see a double-digit percentage move in its stock on an earnings release. Today, it was Broadcom's turn to drop nearly 15% after the company reported what look like solid numbers. But when it comes to quarterly earnings, it's all about the expectations game. Today's move was clear that expectations are high for AI. Plus, stocks bucking their sector trends and how these mega IPOs will impact indices. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Broadcom's good earnings - Playing the expectations game in a volatile market. - Stocks doing well in downtrodden industries - Listener questions: How will the Spacex, Anthropic, and OpenAI IPOs impact cash on the sidelines and ETFs? Companies discussed: AVGO, NVDA, TSMC, RHP, XPO, ODFL, OSCR Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Broadcom (AVGO) threw a wrench into the AI trade with weaker-than-expected earnings report. Jenny Horne considers the report a reality check for the sector despite Broadcom saying it expects semiconductor revenue to triple. She touches on other negative earnings reaction in CrowdStrike (CRWD) even though it posted a beat and raise. Jenny explains how management caution hit Five Below (FIVE) despite what she calls a "blowout quarter." ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

"The market is not pricing in any slowdown," says Max Wasserman, as investors feel a speed bump in momentum following Broadcom's (AVGO) underwhelming earnings. He says there's plenty of signs of strength in the report overshadowed by sky-high expectations. Max still likes Mag 7 names like Alphabet (GOOGL), Microsoft (MSFT), and Apple (AAPL) but suggests investors also diversify into other sectors like energy.======== 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 taking a breather isn't troubling to Kevin Hincks. He believes Broadcom (AVGO) and CrowdStrike's (CRWD) earnings weakness will take some froth out of technology. On the macro front, Kevin notes the gradual increase in jobless claims and also touches on the challenger job cuts. In commodities, crude oil futures ticked lower as hopes tensions from the U.S.-Iran War will cool. ======== 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

Dave Nicholson and Angelo Zino break down Broadcom's (AVGO) pullback after earnings. Angelo says the expectations going in were high, but overall the numbers were good. Dave discusses the state of the AI chip trade and says companies in the semiconductor space are being compared to Nvidia's (NVDA) success, leaving Broadcom at a disadvantage. ======== 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

James Czerniawski breaks down Broadcom (AVGO) and CrowdStrike (CRWD) earnings to highlight the hardware and software angles of the AI trade. On Broadcom, he says the company posted good earnings but couldn't meet sky-high guidance expectations. It's a similar story in CrowdStrike for software. James highlights the path ahead he sees for both companies following the negative reaction to earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Broadcom's (AVGO) earnings led to an avalanche in trading activity. Quantinuum (QNT) makes its public debut, setting the stage for one of the most anticipated tech listings of the year. UnitedHealth (UNH) rallied after getting an upgrade and increased price targets. Marley Kayden takes investors through the day'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

SUMMARY DEL SHOW Futuros mixtos con sesgo bajista. El $US100 cae más que el $SPX, mientras el $INDU aguanta mejor. El mercado castiga a semis porque el listón del AI trade sigue altísimo y $AVGO no alcanzó expectativas en guía. Geopolítica sigue como ruido de fondo. EE. UU. e Irán mantienen tensión, el crudo baja pero sigue arriba de niveles preconflicto. Los yields aflojan un poco y hoy entran datos como jobless claims y productividad. $DIS empieza a vender spots del Super Bowl LXI cerca de $8M. $WMT lanza Walmart+ en Canadá con Crave incluido. Cripto pierde más de $2 Billones desde el pico y $BTC sigue bajo presión.

An informed source to Al Arabiya said the agreement on the release of frozen Iranian funds in its final stages, but the search continues for a mechanism on frozen funds. However, US President Trump informed the mediators of his refusal to release funds to Iran before signing the agreement.Israel and Lebanon agreed to a ceasefire in US-brokered talks, with the ceasefire contingent on Hezbollah's evacuation from the Litani. Despite this, there have been reports of continuing attacks in Southern Lebanon.US equities mixed as disappointing AVGO and CRWD earnings weigh on NQ and ES. Fixed income benchmarks gain by a handful of ticks ahead of Friday's NFP.DXY softened; JPY saw fleeting strength following hawkish BoJ reports, CHF firmer despite softer CPI data.Crude slips as efforts for a US-Iran deal continue.Looking ahead, highlights include Jobless Claims (May/30), Revelio PLS (May), Chicago Fed Labor Market Indicators Final (May), Speakers include BoE's Bailey, Fed's Daly, Bowman & Barkin, Earnings from Docusign, lululemon & Ciena.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Tech Stocks pulled back today while investors reacted oil prices and U.S.-Iran tension. Broadcom (AVGO) and CrowdStrike (CRWD) both reported earnings after the close.======== 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

Danielle Shay previews Broadcom (AVGO) ahead of earnings, pointing to strong momentum driven by AI infrastructure demand and identifying a potential buy opportunity on a pullback. She highlights the “parabolic seven”—SanDisk (SNDK), Marvell Technology (MRVL), Micron Technology (MU), Intel (INTC), Dell Technologies (DELL), AMD Inc. (AMD), and Broadcom—as key beneficiaries of the AI build-out fueling chip and data center growth. Shay also flags emerging interest in space and photonics stocks tied to next-gen connectivity and computing trends.======== 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

Hendi Susanto breaks down earnings expectations for Broadcom (AVGO). He believes a higher run in shares will come down to visibility, how solid the target hits are, and the move into AI custom chips. He notes that Broadcom has a lot of visibility opportunity as companies like Anthropic, Alphabet's (GOOGL) Google, and other hyperscalers double down on AI spending. Tom White walks us through an example options trade.======== 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

Like many other chipmakers, Broadcom (AVGO) has vastly outperformed the S&P 500 (SPX) in recent weeks, though Rick Ducat considers it a laggard compared to some peers. He talks about potential moves in shares once Broadcom reports earnings and walks investors through the "atypical" set-up into the report. He then turns to 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

At some point this market will turn down. I don't mind holding fundamentally good stocks even through a downturn. But if I'm holding hype stocks or stocks that make no sense at the valuations - that's when I want to find an exit. When will the market run stop? Go read this article. AI stocks face a momentum-reversal test. Here's how to navigate it⁠⁠SIGNAL STACK LINK⁠⁠

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

What stocks are you holding on to? Why? When will you sell? What stocks do you want to buy? At what price? $HOOD and $PLTR are rebounding - $CRDO has earnings tonight - SO MUCH MORE ⁠SIGNAL STACK LINK⁠

As investors digest Nvidia's (NVDA) earnings, @CharlesSchwab's Joe Mazzola and Kevin Hincks turn their attention to Broadcom (AVGO). Joe sees some headwinds for the company when it comes to the balance sheet, though Kevin argues the company's robust growth makes up for it. Both offer their own example options trade for Broadcom.As investors digest Nvidia's (NVDA) earnings, @CharlesSchwab's Joe Mazzola and Kevin Hincks turn their attention to Broadcom (AVGO). Joe sees some headwinds for the company when it comes to the balance sheet, though Kevin argues the company's robust growth makes up for it. Both offer their own example options trade for Broadcom.

Lucas Downey with MoneyFlows offers insight on what he considers the top three data center stocks to watch ahead of Nvidia's (NVDA) earnings. He labels Broadcom (AVGO) and AMD Inc. (AMD) as strong long-term holds when examining recent earnings. Lucas names Corning (GLW) as a winner in the optics space. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jason and Jeff strip investing down to its core framework. They break down the "Why, What, and How" that every investor needs to answer to build a sustainable and successful portfolio. The duo explores how to align your asset allocation with your time horizon, debates the merits of "set it and forget it" target-date funds versus active stock picking, and highlights the hidden drag of high mutual fund fees. They also tackle the psychological battle of lump-sum investing versus dollar-cost averaging and explain why tracking your overall net worth is far healthier than obsessing over individual stock movements.  01:11 Three Buckets Framework 03:45 Define Your Why 04:51 Goals And Time Horizons 08:59 Multiple Goals In Life 11:37 Choose Investor Style 13:30 Target Date Basics 18:20 Fees And Fund Reality 23:31 Avoid Overactivity Trap 25:39 Build A Repeatable Process 27:58 Tracking Performance Wisely 29:19 Detach Stock From Business 30:33 Keep Score With Benchmarks 34:01 Net Worth And Debt Tracking 35:54 Fee-Only Advisor Check In 38:51 Lump Sum Vs Dollar Cost 43:30 Tax Buckets And Accounts 47:40 Roth Limits And Workarounds 49:18 Options Income Tax Placement 50:56 Build A Review Checklist Companies mentioned: AVGO, FTNT, NFLX, NVDA Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader Learn more about your ad choices. Visit megaphone.fm/adchoices

The S&P 500 (SPX) remains strong, supported by solid earnings and fundamentals. Clayton Allison says diversification into areas like electrification and natural resources can help manage risk. Software is showing signs of recovery through the IGV ETF, while AI demand continues to support names like Nvidia (NVDA), TSMC (TSM), and Broadcom (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

Tim Bohen breaks down today's Big 3, which includes two space stocks in Rocket Lab (RKLB) and Intuitive Machines (LUNR) ahead of a highly anticipated SpaceX IPO. He also notes Broadcom's (AVGO) consolidation as an interesting trade opportunity. Rick Ducat walks investors through key support and resistance levels to watch in the stock charts.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The AI buildout is accelerating, with spending expected to reach trillions. Sid Choraria says the cycle is driven by profitable companies, not speculation, as demand flows to leaders like Nvidia (NVDA), TSMC (TSM), and Broadcom (AVGO), along with broader supply chain and infrastructure plays. The focus remains on where capital is going and which companies can sustain growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Dan Deming walks us through today's top three trades. He highlights Ford's (F) potential breakout setup, Corning's (GLW) strong AI-driven growth story, and Broadcom's (AVGO) continued upside after multiple analyst upgrades. Rick Ducat walks us through the key technicals in the stock charts. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jason and Jeff strip investing down to its core framework. They break down the "Why, What, and How" that every investor needs to answer to build a sustainable and successful portfolio. The duo explores how to align your asset allocation with your time horizon, debates the merits of "set it and forget it" target-date funds versus active stock picking, and highlights the hidden drag of high mutual fund fees. They also tackle the psychological battle of lump-sum investing versus dollar-cost averaging and explain why tracking your overall net worth is far healthier than obsessing over individual stock movements.  01:11 Three Buckets Framework 03:45 Define Your Why 04:51 Goals And Time Horizons 08:59 Multiple Goals In Life 11:37 Choose Investor Style 13:30 Target Date Basics 18:20 Fees And Fund Reality 23:31 Avoid Overactivity Trap 25:39 Build A Repeatable Process 27:58 Tracking Performance Wisely 29:19 Detach Stock From Business 30:33 Keep Score With Benchmarks 34:01 Net Worth And Debt Tracking 35:54 Fee-Only Advisor Check In 38:51 Lump Sum Vs Dollar Cost 43:30 Tax Buckets And Accounts 47:40 Roth Limits And Workarounds 49:18 Options Income Tax Placement 50:56 Build A Review Checklist Companies mentioned: AVGO, FTNT, NFLX, NVDA Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader Learn more about your ad choices. Visit megaphone.fm/adchoices

One of Wall Street's favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what's in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions. Tyler Crowe, Matt Frankel, and Travis Hoium discuss: - Who's part of the “AI 11” - What's better for investing in trends: single stocks or the basket approach? - The frothy valuations among the AI 11 - ON Holdings, Under Armour, and Addidas earnings. - What to watch in the athletic apparel industry - Mailbag: What to make of DKNG and FLUT with the threat of prediction markets? Companies discussed: SNDK, INTC, WDC, MU, SSLNF, AMD, MRVL, ASML, TSM, AVGO, MSFT, NVDA, AMZN, META, GOOG, NFLX, DELL, CSCO, ONON, NKE, DECK, ADDDF, LULU, UA, DKNG, FLUT, MGM, DIS, SPOT Host: Tyler Crowe Guests: Matt Frankel, Travis Hoium Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Mulberry talks about the risks he sees under the surface of the stock market's all-time high run. Circular financing among the Mag 7 is a prime focus of Brian's concerns due to concentration risk despite signs of growth. He urges investors to diversify into other sectors that are beaten down or can indirectly benefit from AI demand. Brian picks Dell Technologies (DELL), Microsoft (MSFT), and Broadcom (AVGO) as some of his top 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

Danielle Shay talks anything and everything AI chips as Intel (INTC) leads a strong charge forward after earnings. She offers suggestions for investors on how to trade what she calls an overbought market. Some stocks on Danielle's radar include Nvidia (NVDA), AMD Inc. (AMD), and Broadcom (AVGO). George Tsilis turns to an example options trade for AMD. ======== 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

Gerald Sparrow says geopolitical volatility in the Middle East is creating a “buy the dip” setup for long-term investors, supported by a U.S. economy growing north of 2%. He highlights JPMorgan Chase (JPM) and Alphabet (GOOGL) as beneficiaries of deregulation and A.I. adoption, while heavy capex from Tesla (TSLA) boosts semiconductors like Broadcom (AVGO). Sparrow also expects easing inflation by midyear, opening the door for potential Fed rate cuts later this year.======== 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

Tech excitement builds around the Google Cloud Next conference, with Ian Tien talks about the developments he hopes to see. As AI progresses, he believes Alphabet (GOOGL) will benefit from a full suite of opportunities, ranging from its Broadcom (AVGO) TPU partnership to Google Gemini. Lisa Martin will have her eyes on AI agents, as she sees the innovation as the next critical step for the industry. Like Ian, Lisa expects Google to bolster a platform to ensure it stays self-sufficient in the AI race. ======== 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

Marvell (MRVL) is hitting record highs on reports of a collaboration with Alphabet (GOOGL) to develop custom AI chips, challenging Nvidia (NVDA) and pressuring Broadcom (AVGO). Alex Coffey breaks down the chip and memory implications, while Prosper Trading Academy's Mike Shorr highlights elevated volatility and outlines a credit iron condor strategy to monetize rich options premiums.======== 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 hasn't been the first company on investor's minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company's first quarter earnings report. Between its anticipated surge in AI related revenue and its plans to say ahead of supply chain shortages, Broadcom wants to be mentioned in the same sentence with NVIDIA.Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Broadcom's earnings- Better Buy: Broadcom vs. NVIDIA- The signal vs. the noise in stock buybacks- Vail Resort's attempts to lure in Gen ZCompanies discussed: AVGO, NVDA, BRK-B, TTD, MTNHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart ShannonAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices