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In this episode, Eric and Brian kick off the week with a look at the SPX options market, recent price action, and key gamma levels heading into FOMC week. Eric recaps his recent put credit spread trades from Alpha Crunching, discusses how he's managing new positions into record highs, and explains how he's balancing bullish exposure with call credit spreads and discretionary hedges. The conversation also covers upcoming events—including major tech earnings from Apple, Microsoft, and Google—and how they might influence market sentiment.Brian shares a practical example of a LEAPS diagonal trade on AVGO that's been profitable even without much price movement, illustrating how selling weekly calls can generate consistent income against a long-dated call. The two also discuss covered call timing, hedging approaches, and using instruments like SSO to gain leveraged exposure with less capital.
Tom Hulick thinks the S&P 500 is “a little bit frothy right now” and zeroes in on specific sectors and names to watch. “It's a stock picking market right now.” He likes Broadcom (AVGO) for chips, Ciena (CIEN) for fiber dominance, and Intuitive Surgical (ISRG). On the broader economy, he emphasizes that rates need to be lowered to allow people to buy houses.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
On Broadcom (AVGO), Matt Tuttle says "they're at the forefront of every single aspect" of A.I. capex spending. He compares them to Nvidia (NVDA), saying AVGO is "tempting right now" when choosing between the two. Matt points to the broad reach in hardware, software and infrastructure saying it could be sheltered from any volatility in an A.I. pullback. He says investors need to "keep your head on a swivel" as questions surface about OpenAI's cash flow, Google's Willow Chip as a potential disruptor and early A.I. pioneers calling for a pause to superintelligence research.======== 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
Names across the A.I. space rallied Monday on the back of Nvidia (NVDA) unveiling its first Blackwell wafer produced at TSMC's (TSM) Phoenix plant. Austin Lyons lays out where he sees the state of A.I. heading as demand sees no sign of slowing down. He believes increased competition in AMD Inc. (AMD) and Broadcom (AVGO) won't steal much of Nvidia's market share but will open the door to new chipmaking processes. As for A.I.'s next leg, Austin talks about the importance of data centers and energy as A.I. tech becomes more advanced.======== 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
Check out last week's video on ANET, AVGO, & Nvidia: https://youtu.be/FYBaX9tqWAAAstera Labs and its peer Credo Technology Group is pulling back substantially from recent all-time highs. We dive into the narrative about what's causing the drop—including new product announcements from competitors like Broadcom and Nvidia—and explain the more fundamental reason for the recent volatility: statistics and a hefty valuation.Astera Labs is a fabless chip designer. Its original product was the PCIe re-timer (a chip that recovers and retransmits degraded data signals in a data center) but has since expanded into fabric switches, memory controllers, and Ethernet smart cable modules.Despite incredible triple-digit year-over-year revenue increases and a flip to profitability with a massive 69% free cash flow margin in Q2 2025, the market expects growth and margins to moderate. Learn why a current 60× Price-to-Sales ratio for a hardware business is a "hefty valuation" and what this means for investors.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:[00:00] Introduction: Astera Labs Stock is Crashing[01:36] What Astera Labs Does (PCIE Re-timers & More)[03:15] Astera's Competitors: Broadcom, Nvidia, and the 'Narrative'[04:08] The Fundamental Reason for the Crash: Statistics and Volatility[04:47] A Growth and Profitability Story: Triple-Digit Revenue & Free Cash Flow[06:40] Why Growth Will Moderate in H2 2025 and 2026[07:07] The Valuation Problem: High Price-to-Sales for a Cyclical Business[08:58] Final Thoughts: Should You Panic? #asteralabs #ALABstock #dataenters #aidatacenter #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductorstocks Nick and Kasey own shares of Credo, Broadcom, Nvidia
Broadcom (AVGO) surged after penning a massive deal with OpenAI that includes building 10 gigawatts of custom A.I. accelerators to enhance OpenAI's infrastructure. Marley Kayden says it's undeniably a big deal for Broadcom but notes that it can impact the company's path to profitability. She talks about what the deal means for Broadcom's revenue layout.======== 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) shares are surging after announcing a partnership with OpenAI to deploy 10 gigawatts of custom AI accelerators. Patrick Mueller expects a choppy market ahead due to tariff concerns and inflation, but remains bullish on AI and tech stocks like Nvidia (NVDA) and AMD (AMD), as well as value companies like Berkshire Hathaway (BRK/B).======== 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
A Truth Social post from President Trump sent markets spiraling on Friday — while another sent markets soaring on Monday. This time, Trump took some of the color out of his stance on tariffs against China. Broadcom (AVGO) took market leadership as a top performer in the SPX thanks to its new deal with OpenAI. JPMorgan Chase (JPM) aims to make $10 billion in new investments toward companies it deems critical to national security. Marley Kayden takes investors through the top stories in a busy start to 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
US markets recovered their composure in the first trading session for the week. The Nasdaq rose 2.2%, the SP500 2.02% and the VIX index dropped 12%. Bitcoin stabilised around US$115,650. US bond markets were closed for Columbus Day. The technology sector performed the strongest, with notable rises in TSLA (+5.4%) and AVGO (+9.9%). The major US banks are also reporting this week and should provide insight into Main Street America.ASX set to open higher. SPI futures up 27 points. Both copper (+3.7% in London) and Brent oil (+1%) bounced after taking a hit last week. Iron ore continues to show resilience even in the face of the escalated tensions over global trade. That helps the outlook for RIO, which released its latest quarterly production update this morning. Watch for any market reaction today. There should be no surprises.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Jason Brown turns to Big Tech for today's Big 3. He calls Microsoft (MSFT) a leader of corporate A.I. integration, Broadcom (AVGO) as a big beneficiary of an accelerating tech trade, and Meta Platforms (META) as a A.I. "diversification" play through its social media empire. Jason offers example options trades for each stock while Rick Ducat highlights key levels in the charts to watch.======== 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
Dryden Pence believes there will be one or two more "insurance cuts" from the FOMC before the end of 2025 — something he sees adding power to the A.I. trade. He believes investors can buy A.I. chipmakers on dips due to their longevity. Dryden is a long-time fan of Broadcom (AVGO) due to its dominance in custom chip creation. He adds that TSMC (TSM) serves as a critical "chokepoint" to Nvidia (NVDA), while ASML Holding (ASML) acts as a chokepoint to TSMC.======== 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
台灣今年人均GDP即將超越韓國,台股、台積電再創新高,經濟持續成長!韓國人完全被打傻了!而且IMF預測台灣會贏南韓很多年,但最大的隱憂竟然是少子化? 花蓮光復馬太鞍的救災,滿坑滿谷的青年志工!我們台灣的年輕人優秀、熱血、善良、認真,世界都讚嘆! 台灣和全世界都需要更多優秀的台灣小孩! 他山之石可以攻錯,韓國竟扭轉地獄朝鮮惡名,出生率谷底反彈,南韓政府究竟怎麼做? 錢要花在刀口上,除了廣建建社宅,Emmy建議政府用這招扭轉台灣出生率,提前預購未來GDP! 全台獨家的世界經濟追劇深入報導,精彩萬分,持續連載中! (現在就加入會員支持我們,還可以看到更多專屬影片~) https://www.youtube.com/@emmytw/join
We take a look at quickly growing Rare Earth companies and a new Rare Earth ETF opportunity. We also review stocks of top Nuclear Energy Producers and ETFs in that area that diversify can nuclear assets. We get ready for 2026 with AI companies that may just be the new leaders going forward.
Futurum's Shay Boloor says the first wave of A.I. in chips and other hardware has been priced in. He says investors need to look at what's ahead and turn to rising A.I. names he sees leading innovation ahead. Shay considers Broadcom (AVGO) "the most hidden $2 trillion company," considering its market share one that can compete with Nvidia (NVDA). He labels ASML Holding (ASML) a "monopoly" in part of the chipmaking process. He later highlights the "OpenAI moment" and his expectations for software spending 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Should Broadcom (AVGO) be added to the Mag 7, or should the Mag 7 be extended? Matt Tuttle makes the case for it, calling the stock a "must own" for investors. He sees the company playing a key role in the A.I. trade, though he warns that markets will eventually experience 2000-2002 tech volatility. Matt adds that the A.I. infrastructure will take time to build out despite seeing Broadcom as a key component in it.======== 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
TheoTrade's Don Kaufman is back on Big 3 — and is bearish on all of today's stocks. He points to exuberant A.I. spend limiting upside potential in Broadcom (AVGO), technicals turning against Eli Lilly (LLY), and Goldman Sachs (GS) being "due" for selling action. Don offers his example options trades on the Big 3 while Rick Ducat turns to key levels to watch in the 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
Simon and Dan kick off a two-part deep dive into 50 Ways to Invest in the AI Revolution. From the obvious giants to under-the-radar plays you may not have considered, they explore how AI touches everything from chips and cloud to healthcare, cybersecurity, and even utilities. Along the way, they drop dozens of tickers and ETFs across multiple subsectors—some household names, some you’ll be hearing for the first time. If you’ve ever wondered how to get AI exposure beyond just NVDA, this episode is packed with ideas. Tickers discussed:Semis & equipment: NVDA, AMD, ASML, TSM, AVGO, ARM, MU, AMAT, SMH, CHPS.TOHyperscalers / platforms: MSFT, AMZN, GOOGL, META, QQQ, CLOUPure-play AI software/models: PLTR, SOUN, ZXLK.TOEnterprise software with AI: ADBE, CRM, ORCL, SAP, NOWData-center REITs: EQIX, DLR 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.
Should members of Congress be allowed to trade stocks? I recently saw there was a bipartisan bill presented in the House that would ban lawmakers from trading individual stocks. I feel like we have been hearing about this for years, and according to NPR, “For more than a decade, a series of bills have been proposed to address such trades, but differences about the details and a lack of support from top congressional leaders stalled past reform efforts.” The question is, will this time be different? The bill made me curious though about how active congress was when it came to trading and let's just say I couldn't believe the numbers! In 2022 154 members of Congress made 14,752 trades, in 2023 118 members made 11,491 trades, in 2024 113 members made 9,261 trades, and through July of 2025 108 members made 7,810 trades. That is a crazy amount of activity and I'm not sure how they even have time for that. Their returns were also quite impressive with Democrats producing an average return of 31.1% in 2024 and Republicans producing an average return of 26.1%. For reference, the S&P 500 was up 23.3%. The numbers were quite staggering when you look at the individual performance of some of these politicians. In 2024, Rep. David Rouzer (R-NC) was up 149.0%, Rep. Debbie Wasserman Schultz (D-FL) was up 142.3%, Sen. Ron Wyden (D-OR) was up 123.8%, Rep. Roger Williams (R-TX) was up 111.2% and Rep. Nancy Pelosi (D-CA) rounded out the top ten with 70.9% return. These are hedge funds that are beating returns in several cases! Personally, I think it is ridiculous that politicians can trade individual stocks, and I hope there is finally action in Congress that ends it! There are risks to Nvidia stock that you may not realize! There is no denying what Nvidia has done has been extremely impressive, but one major problem with the company is the revenue is extremely concentrated. Their top customers made up 23% of total revenue in the recent quarter, which was up from 14% in the same quarter last year. Their second largest customer made up 16% of total revenue, which was up from 11% in the same quarter last year. Sales to four other customers contributed 14%, 11%,11%, and 10% of revenue respectively. This means that six customers accounted for 85% of Nvidia's total sales. My concern is what if one of them drops out of the AI arms race or if a few of them pull back spending, that could really slow Nvidia's business. I also believe that China is a risk to Nvidia. While sales have been hindered in the country due to political constraints, I believe many investors are looking to China as an area of potential growth for the company. All I can say to that, is do you really think the Chinese government wants Chinese companies using Nvidia chips? It was reported that Alibaba has recently developed an advanced chip, and I'd assume Huawei and other Chinese companies are racing to compete against Nvidia. While Nvidia stock essentially just keeps climbing, it's important to realize there are several risks that could take the stock down! Understanding more about AI and why it's becoming more expensive We are no expert on artificial intelligence, but we have learned that while AI has gotten smarter it has also gotten more expensive. It is now broken down into a unit of AI which is known as a token and while the price of tokens continues to drop, the number of tokens needed to accomplish a task is increasing dramatically. There are two basic attributes to AI, one is called training, and the other is AI inference. The increase in cost is coming from the training side that has to use large models and demands even more costly processing. AI applications are using so-called reasoning and new forms of AI double check queries on their answers, which may include scanning the entire Web. Sometimes they write their own programs to calculate things all before releasing an answer that may only be a short sentence. Delivering meaningful and better responses takes a lot more tokens to complete that process. Looking at examples, basic chatbot Q&A requires 50 to 500 tokens. Short document summaries can be used anywhere from 200 tokens to 6000 tokens. Lawyers and paralegals who use legal document analysis require 5,000 to 250,000 tokens. If one is trying to do multi-step agent workflows, well now you're looking at 100,000 to over 1 million tokens. Please understand when we talk tokens we're not talking about anything that has to do with cryptocurrencies, and this is a different token pertaining to AI. Some big companies are spending $100 billion a year or more to create cutting-edge AI models and building out their infrastructure. However, for all that investment there needs to be a return on investment, and businesses and individuals will eventually have to pay more for artificial intelligence. The CFO of Open AI said last October that 75% of the company's revenue comes from your average person paying $20 a month. Currently the cheapest AI models, which includes Open AI‘s new ChatGPT – 5 nano is costing around $.10 per million tokens but go to the top-of-the-line GPT -5 and that costs about $3.44 per million tokens. What they are trying to figure out is what the consumer will pay for AI. There is also concern about how long the big giants can keep up this spending when they're competing with their own Financial Planning: 529 Withdrawal Pitfalls A 529 plan is a tax-advantaged savings account designed to help families pay for education costs, with contributions growing tax-deferred and withdrawals tax-free when used for “qualified education expenses” such as college tuition, fees, books, and room and board. A qualified withdrawal avoids taxes and penalties, while a non-qualified withdrawal means the earnings portion (not contributions) is subject to federal and state income tax plus a 10% federal penalty. The IRS also allows up to $10,000 per year, or $20,000 in 2026, per student for K–12 tuition, and under the One Big Beautiful Bill signed on July 4, 2025, Congress expanded 529 qualified expenses to include not just K–12 tuition, but also fees, books, and required supplies for primary and secondary education. However, California does not conform to this expansion and continues to treat K–12 withdrawals of any kind as non-qualified, taxing the earnings and applying a 2.5% state penalty. This mismatch means California families using 529 funds for K–12 costs may face unexpected taxes and penalties despite the new federal flexibility. Keep this in mind if you are considering funding a 529 plan. Companies Discussed: Lululemon Athletica Inc. (LULU), Broadcom Inc. (AVGO), PepsiCo, Inc. (PEP) & DocuSign, Inc. (DOCU)
Joseph Shaposhnik says the fundamentals for a higher market run remain in place. That rally will continue to be led by A.I., according to Joseph, particularly by companies he believes show longevity if A.I. supply catches up to demand. He sees Microsoft (MSFT) as the strongest name in the Mag 7 and Broadcom (AVGO) having "multiple years of growth ahead." Joseph adds that markets will experience a "super cycle" of defense and highlights stocks to watch in the industry.======== 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
Risk vs. Reward - NOT FOMO - plus - go and try out the Turtle Trading Strategy now on Trendspider. CRAZY - they turned $5k in to $175M so it's definitely worth a look. Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link
On this episode of The Hot Options Report, Mark Longo provides a rundown of the most active options contracts for Wednesday, September 10, 2025. Despite a mixed market day, options volume was surprisingly high. The report covers major indices like VIX, SPY, SPX, IWM, and QQQ, noting significant call and put activity and the prevalence of spreads. The second half of the show is a countdown of the top 10 single-name stocks with the most options volume, featuring a wide range of companies from technology and utilities to a surprise showing from Oracle following a strong earnings report. The report highlights specific strikes, prices, and volumes for the most traded options in each name. Time Stamps 0:00 - Welcome to the show 1:25 - VIX 2:40 - SPY 3:25 - SPX 4:10 - IWM 4:50 - QQQ 5:35 - Single Names - A look at the top 10 single-name stocks with the most options activity. 6:00 - #10 OPEN 6:55 - #9 AVGO 8:10 - #8 AMZN 9:20 - #7 AMD 10:15 - #6 PCG 11:15 - #5 PLTR 12:20 - #4 AAPL 13:20 - #3 ORCL 14:35 - #2 TSLA 15:55 - #1 NVDA 17:00 - Mark wraps up the show and previews the next episode. ---------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors. Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy. Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers. Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics. See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.
Nasdaq (NDAQ) is seeking SEC approval to use tokenized securities, something Jessica Inskip sees serving as a next leg up for the stock. She sees a similar theme forming in Blackrock (BLK) as it reinforces a focus on crypto. Jessica turns to the A.I. front though Broadcom (AVGO) and what she considers an interesting shift in investor perspective. Rick Ducat offers a deep dive into each of the charts for investors.======== 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
Citi cut its price target on Nvidia (NVDA) on the back of Broadcom's (AVGO) $10 billion A.I. chip deal announced last week. Jenny Horne says the cut is notable but points to strong fundamentals and a still-bullish A.I. narrative favoring Nvidia long-term. Applovin (APP) leapt higher to all-time highs after the company was among a group of stocks picked to join the S&P 500 (SPX). MarketAxess (MKTX), Caesars Entertainment (CZR), and Enphase Energy (ENPH) are the outgoing names leaving the SPX.======== 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 to kick off the week that included a continuing all-time high run from Broadcom (AVGO) Nvidia (NVDA) also tacked on session gains despite getting a price target cut from Broadcom (AVGO). Applovin (APP) hit all-time highs as well when it was tapped to join the SPX later in September. EchoStar (SATS) rallied 20% as SpaceX plans to pay $17 billion to use its spectrum services. Marley Kayden takes investors through the day's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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
$HOOD and $APP - I double dipped and subscribers should celebrate if you took the risk. If you didn't, what's the lesson? Not that you made a mistake - it's that you may not have the risk tolerance. I take you through my finding $COF and how I evaluated the stock too. Did I buy it? Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link
The S&P 500 and the Nasdaq hit new all-time highs on Friday morning, is it time to be bullish or bearish? We hear two very different expert opinions on the markets for the rest of 2025. Find out about the latest stock purchases by the Pelosi family and also 8 stocks that President Donald Trump owns right now. We also take a look at favorite AI Data Center Stocks, ETFs, and REITs from US News and World Report.
This episode of "The Hot Options Report" recaps the trading week, highlighting the significant market activity on Friday, September 5th. Mark Longo notes that the non-farm payroll data caused a lot of red in the market and a lot of green on the volatility screen. The episode then dives into a countdown of the hottest options, starting with broad market indices like the VIX, SPY, SPX, IWM, and QQQ, before moving on to individual stocks. The host provides details on the trading volume and the most active options for each security. The report concludes by recapping the top 10 single-name stocks with the most options activity, with a special mention of the explosive volume in Nvidia and Tesla, which took the top spot. Time Stamps 0:00 Introduction 0:45 Sponsor: Public.com 1:25 VIX 2:40 SPY 3:25 SPX 4:10 IWM 4:50 QQQ 5:35 Single Name Stocks Countdown (Top 10) 6:00 10. GOOGL 6:55 9. HOOD 8:10 8. MSTR 9:20 7. AAPL 10:15 6. AMD 11:15 5. PLTR 12:20 4. AVGO 13:20 3. OPEN 14:35 2. NVDA 15:55 1. TSLA 17:00 Closing Remarks ------------------------------------------------------------------ All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors. Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy. Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers. Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics. See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.
S&P Futures are positive this morning ahead of this morning's non-farms payrolls report. Semiconductor stocks are on watch today as the Trump Administration indicated that they will be placing tariffs on those firms that are not building their chips in the U.S. The White House is preparing to start renegotiating a major free trade deal between the U.S.-Mexico-Canada Agreement. Boeing gets two new plane orders and is making plans to hire new workers to replace the striking workers in St. Louis. On the earning front AVGO, DOCU, IOT PATH are higher after earnings releases. The LULU report was very negative, and the stock is falling. ORCL will be releasing earnings next week.
Broadcom (AVGO) was initially lower after its earnings, until it announced a $10 billion chip order deal with OpenAI. As Alex Coffey explains, the custom chip developer will create semiconductors for the ChatGPT parent. Nvidia (NVDA) moved lower on the announcement. Alex makes the case that is shows, "what is good for one company may no longer be good for the other." He also turns to Tesla (TSLA) and its bombastic $1 trillion pay package it has planned for CEO Elon Musk. However, for Musk to get that money, he needs to ensure Tesla becomes the most valuable company in the world.======== 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
John Freeman says Broadcom's (AVGO) earnings was nothing short of "impressive." While he would like to see more details on the company's chips it plans to make for OpenAI, he says the earnings alone show momentum is not slowing for the A.I. giant. Ron Westfall adds that a growing accessible market for A.I. and growth prospects on the software end through VMware make it a "viable" candidate to join the Mag 7.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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
StocksToTrade's Tim Bohen talks about the potential he still sees in three stocks that saw aggressive breakouts this week. He explains how American Eagle Outfitters' (AEO) Sydney Sweeney campaign can propel the stock further by pointing to a parallel in Peloton (PTON). Tim says a Broadcom (AVGO) pullback back to previous breakout levels will be an "absolute gift" for investors. He also explains how Hour Loop (HOUR) can serve as a lesson on heavily-shorted stocks. Kevin Green offers his insight by giving investors a glimpse at all the charts.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Most indices closed higher even as seasonal volatility kicked off September trading. Alphabet (GOOGL) closed as one of the SPX's biggest winners, rallying 10% after a U.S. district court judge rules the company can keep its Google Chrome browser. Broadcom (AVGO) jumped on strong earnings and guidance — along with reports that it inked a $10 billion A.I. chip deal with OpenAI. Lululemon (LULU) sold off tremendously when it cut its guidance yet again. Marley Kayden takes investors through a short but busy week on Wall Street.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Are we back to a "bad news is good news" market? That's not a good thing. Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link
Broadcom (AVGO) earnings will be the marquee postmarket earnings report after Thursday's close. Tom White swings by to show the stock's run-up over the past year. He underlines the 50-day moving average being a significant indicator for AVGO shares and points to a widening gap in the 200-day moving average. Later, Tom composes an example trading strategy for Broadcom. He uses a call butterfly with a bullish stance.======== 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
Matt Tuttle considers Broadcom (AVGO) a "must own" A.I. chip stock, alongside Nvidia (NVDA). He'll focus on the company's margins and VMware, believing they serve as indicators for Broadcom's future growth. That said, Matt is nervous when it comes to valuation, arguing that Broadcom "almost needs to have a cure for cancer" for the stock to push higher. Tom White offers a pair of example options trades for the chipmaker.======== 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) reports earnings after the closing bell on Thursday. After its stock more than doubled off April's lows, Marley Kayden talks about the valuation headwinds Broadcom faces. She notes the company's perception as a value stock that since turned into a growth stock thanks to A.I. The question investors now face: can Broadcom continue substantial growth momentum?======== 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
Trading for Broadcom (AVGO) was volatile after hours following beats across the board and impressive guidance. George Tsilis says the biggest culprit behind the lackluster upside response in shares was due to valuation. He and Marley Kayden dive deeper into the report to explain what the report means for the A.I. trade ahead.======== 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
All indices closed in the green for the first time this week. Amazon (AMZN) led a lot of the strength after it reached a deal with JetBlue (JBLU) for the airline to use Project Kuiper starting in 2027. HP Enterprise (HPE) gained but not at its strong session despite posting record 2Q revenue. After hours, Broadcom (AVGO) posted a beat across all metrics and showed strong guidance. Marley Kayden takes investors through Thursday's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – 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's the best betting app stock to buy? It's not what you think! Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link
When it comes to the earnings front, Jed Ellerbroek will closely watch Broadcom's (AVGO) report after the close on Thursday. While A.I. hardware stocks continue to captivate investor interest, Jed still expects that "baton pass" of excitement to eventually reach software. He weighs how evolving technology can either hurt or help existing software companies but sees some benefitting greatly. Jed has ServiceNow (NOW) and Intuit (INTU) among his picks.======== 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
New Alpha Pick at noon today and here are some ideas for surviving what might be a bad September. Don't miss the Trendspider sale - up to 52 training sessions per year - learn with weekly 1-1 zoom sessions. Here are the links to all the sales: SAVE BIG - HUGE LABOR DAY SALE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM OR TRY IT for $7
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – the August employment report, AVGO's earnings, plus, thoughts on current equity valuations.
It may be a short holiday week but there's plenty of key tech companies reporting earnings. Jenny Horne takes investors through headlines to note in Broadcom (AVGO), Salesforce (CRM) and ZScaler (ZS). Rick Ducat turns to the charts and highlights levels to watch this 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
"People aren't as excited with Nvidia's earnings as they used to be," says Danielle Shay, but she believes the reaction is more "normalized" compared to the past. She believes it opens more opportunities on the options front for Nvidia (NVDA). She talks about how the "slower" price action in the market leader shaped how trader utilize Nvidia options. Sticking with A.I., Danielle likes Broadcom (AVGO), saying its recent price action is a "great sign" for the long-term. Danielle late talks about why Roblox (RBLX) can see a breakout in the near-future.======== 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
Max Wasserman “wouldn't recommend” the Fed cut interest rates but thinks there is tremendous pressure on the Fed to cut and so they will use the labor market as an excuse to. He thinks they can cut 125 basis points. His AI picks include Broadcom (AVGO), Microsoft (MSFT), and Alphabet (GOOGL). He says that despite their high multiples, the Fed cutting rates will bring more investment into AI, justifying their valuations. Max also likes energy because he expects the dollar to fall.======== 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
Stocks moved higher even as Nvidia (NVDA) traded lower after data center revenue disappointed. However, other stocks tied to the A.I. theme, from energy names like Oklo Inc. (OKLO) to rising cloud computing companies like CoreWeave (CRWV), rallied on the session. Broadcom (AVGO) shares climbed thanks to a price target hike from Oppenheimer. Marvell (MRVL) was left out of the A.I. rally after posting in-line revenue and guidance after hours. Sam Vadas takes investors through an A.I.-heavy session on Wall Street.======== 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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From A.I. to retail, TheoTrade's Don Kaufman is bearish on all of today's Big 3. He believes technicals are working against Broadcom (AVGO), braces volatility around Walmart's (WMT) earnings, and expects Starbucks' (SBUX) recovery story to take longer than investors expect. Don offers example options trades for each stock while Rick Ducat dives into the technical trends he thinks investors should watch ahead.======== 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
Jay Hatfield warns that the U.S. economy is weakening and will likely enter a recession if the Federal Reserve doesn't cut interest rates significantly this year. He thinks the labor market slowdown was already priced in by some market participants and that inflation concerns are overblown, instead attributing it to excessive monetary growth. Hatfield also shares his top stock picks, including Amazon (AMZN) and Broadcom (AVGO) in tech, and NextEra Energy (NEE) in the energy space, citing their reasonable price-to-earnings ratios and growth potential.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about