Podcasts about bofa

Bank of America Chairman & CEO Brian Moynihan says the deals pipeline is strong while speaking with Bloomberg News' Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern on Bloomberg Surveillance. Moynihan also spoke about borrowing demand as well as AI, including his "serious concern" over models like Anthropic PBC’s Mythos.See omnystudio.com/listener for privacy information.

Las bolsas se preparan para recibir los resultados del segundo trimestre, siendo la gran banca americana la que va a encabezar la temporada. JP Morgan, Bank Of America, BOFA, Goldman Sachs, Wells Fargo y Citigroup serán los grandes nombres de la semana junto con el gigante del streaming, Netflix. Los analistas esperan que el S&P 500 registre un crecimiento interanual de beneficios del 23,1% para el segundo trimestre de 2026 (abril-junio). Si se confirma, será la segunda vez consecutiva que el índice supera el umbral del 20%. En la agenda de la semana será clave la comparecencia de K. Warsh, el jefe de la FED ante el Congreso y los datos de IPC. En la tertulia de mercados de Capital Intereconomía Melanie Lange, directora de Federated Hermes Iberia; Gonzalo Rengifo director general de Pictet AM en Iberia y Latam; Mariano Guerenstein, Co-Head de Clientes Institucionales y Ventas en Bank J. Safra Sarasin y Silvia Merino, Sales Manager en Fidelity International analizan qué esperar de la campaña de resultados y si servirá de catalizador de nuevos máximos; la rotación sectorial y el papel de la tecnología en las carteras, así como las expectativas en tipos de interés y en qué activos, región y temáticas ven valor.

La Encuesta Global de Gestores de Fondos de Bank of America refleja unos niveles de caja "ultra bajos" en medio del optimismo inversor

WS rimbalza con i semiconduttori; L'inflazione rallenta: Trump brinda, Warsh no; Fed, Warsh ribadisce lotta a inflazione; IBM: tonfo record con profit warning; Banche Usa: risultati record per GS, Bofa e JPM Puntata a cura di Stefania Spatti - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices

Hi, I'm Connor with Honor - message me here!Anthropic quietly rerouted paying Fable 5 requests down to a weaker model, Opus 4.8, while still billing Fable rates, and only walked it back after users found the tag in their own logs. That's the opener on today's Daily Download: AI With Honor, the daily AI news show that translates what's actually happening in AI into what it means for your business, your money, and your family, no hype, no sales pitch, just the news and the honest take, from Santa Clarita, California.Today's show covers four model launches in one week (Anthropic, xAI, OpenAI, and China's Zhipu), a 120,000-person AI-linked layoff number nobody's talking about enough, a bank betting half a billion dollars on OpenAI's IPO, a robot that can now navigate a warehouse with nothing but a camera and a sentence, a live look at the real estate search engine built right here in Santa Clarita, and a hard conversation about who really owns your health data once AI starts reading your face just to let you log in.WHAT'S IN TODAY'S SHOW: AI (Fable 5 downgrade scandal, Grok 4.5, GPT-5.6 Sol's "lying problem," China's GLM-5.2, the death of prompting, 120,000 AI-linked layoffs, BofA's $520M OpenAI bet, Meta's Muse Image vs. Zuckerberg's private admission, Claude Cowork, Alberta's government letting Claude patch its own defenses, Mistral's Robostral Navigate robot, Anthropic's ID/facial-scan policy, EU/UN/Ukraine AI governance, a 5-year thought experiment) · HOME (Santa Clarita Open Houses live IDX, Fair Fixed Fee $17,000) · FAT (food freedom, fasting, and who owns your wearable data).CHAPTERS:0:00 The Anthropic downgrade nobody was supposed to notice0:56 Every AI company has the same problem1:26 Grok 4.5 launches and the political-steering fight2:37 GPT-5.6's Sol goes public with a "lying problem"3:18 China's GLM-5.2 closes the gap3:57 Four launches, one week: capability without trust4:21 Prompting is dead, management is the new skill4:58 120,000 AI-linked layoffs in 20266:25 Bank of America bets big on OpenAI's IPO6:57 Meta's Muse Image vs. Zuckerberg's private admission7:34 Claude Cowork expands + a government lets Claude patch its own defenses8:36 Mistral's robot that navigates with a camera and a sentence9:30 Anthropic wants your face and ID just to chat10:03 The EU, the UN, and Ukraine all move on AI governance10:51 The 5-year AI thought experiment11:28 Santa Clarita Open Houses: real IDX search, live12:50 The Fair Fixed Fee: $17,000, no percentage13:08 Food freedom, fasting, and who owns your data14:22 Every thread, pulled together15:06 The next five yearsQUESTIONS THIS EPISODE ANSWERS: Did Anthropic downgrade Fable 5 users without telling them? Is Grok 4.5 better than Opus 4.8? Does GPT-5.6 Sol have a lying problem? Can GLM-5.2 compete with the American labs? How many jobs has AI eliminated in 2026? Why did BofA reverse course on OpenAI? Is Meta's AI agent progress slowing? What is Claude Cowork? Why does Anthropic want a facial scan to use Claude? Is there a live open-house search for Santa Clarita? What's the Fair Fixed Fee? How does fasting relate to AI and wearables?Text AI, HOUSE, or FAT to (661) 400-1720 for the free resource that matches what you're dealing with.connorwithhonor.com · connorwithhonorai.com · santaclaritaopenhouses.com · sellersonlyagent.com · thelastaddiction.comConnor MacIvor, Sync Brokerage, Inc., DRE #02031490. Information believed reliable, not guaranteed. Not tax or legal advice. Not a lender. Consult a licensed professional.#DailyDownload #AIWithHonor #SeventeenK #SantaClarita #AInews #ClaudeAI #GrokAI #OpenAI #FairFixedFee #RealEstate #FastingLifestyleYoutube Channels:Conner with Honor - real estateHome Muscle - fat torchingFrom first responder to real estate expert, Connor with Honor brings honesty and integrity to your Santa Clarita home buying or selling journey. Subscribe to my YouTube channel for valuable tips, local market trends, and a glimpse into the Santa Clarita lifestyle.Dive into Real Estate with Connor with Honor:Santa Clarita's Trusted Realtor & Fitness EnthusiastReal Estate:Buying or selling in Santa Clarita? Connor with Honor, your local expert with over 2 decades of experience, guides you seamlessly through the process. Subscribe to his YouTube channel for insider market updates, expert advice, and a peek into the vibrant Santa Clarita lifestyle.Fitness:Ready to unlock your fitness potential? Join Connor's YouTube journey for inspiring workouts, healthy recipes, and motivational tips. Remember, a strong body fuels a strong mind and a successful life!Podcast:Dig deeper with Connor's podcast! Hear insightful interviews with industry experts, inspiring success stories, and targeted real estate advice specific to Santa Clarita.

Nová Příručka akciového investora: https://www.tradesmart.cz/prirucka-akcioveho-investora/Slovník investora: https://www.tradesmart.cz/slovnik-investora/Čekací listina DK Investiční Klub: https://www.tradesmart.cz/zive/V dnešní Tržní neděli s Dominikem se podíváme na týden, kdy trh jako celek vypadal pořád silně, ale pod povrchem proběhla důležitá rotace.Dow zavřel na rekordu, S&P 500 zůstal stabilní, ale Nasdaq stáhly dolů chipy a část AI infrastruktury. Do toho přišel slabší jobs report, oslabil dolar, zlato posílilo a trh začal přehodnocovat, co může Fed udělat dál.Osnova: 0:00 Úvod3:02 Jobs Report — headline vs. detail a co to říká Fedu7:46 Fed očekávání a nová éra pod Kevinem Warshem12:53 BofA varuje před bublinou v technologiích a čipech15:26 Rotace, nebo plošný výprodej? Šíře trhu pod povrchem indexů20:31 Přehled sektorů — kde tekla krev a kam rotoval kapitál25:32 Meta a otázka přebytečné AI kapacity30:17 Co se mění v AI — Karp, tokeny, návratnost a AI sovereignty40:32 Tesla — buy the rumor, sell the news43:00 Ropa, Írán a Hormuzský průliv46:45 Červencová sezónnost — statistiky a rok 202253:48 Co sledovat příští týden + 3 scénáře1:08:01 Dotazy — dark pools a volume profile1:12:10 ZávěrNejedná se o finanční doporučení. Investování je rizikové. Vše je určeno pouze ke studijním účelům.

En el capítulo 1.150 de este lunes, 6 de julio, @franaldaya les comenta una encuesta que marcó una alta desaprobación de la manera en la que Milei manejó el escándalo de Adorni, aunque el caso apenas movió su imagen general; además, el Banco Central renovó sus repos por US$6.000 millones con bancos internacionales y despejó los vencimientos; y por qué el sector petrolero argentino sigue entre las apuestas de los analistas pese a la baja del precio del crudo. Además, Juan Pablo Álvarez con todo sobre los bonos en #LaFija, hoy con Mateo Reschini, de Inviú, y Gonzalo Pascual Merlo, CEO de ByMA Newsletters de Bloomberg Línea: https://www.bloomberglinea.com/newsletter/

Andrew, Ben, and Tom discuss the Supreme Court ruling that Fed Governor Lisa Cook can stay in her job for now with Chief Justice Roberts defending central bank independence while leaving the door open to a for-cause removal, the divergent Wall Street outlooks with Citi and BofA both calling a market top and projecting roughly 10% downside on stretched positioning and deteriorating momentum, and Kevin Warsh's emerging Fed reform agenda across five task forces covering communication, the balance sheet, data, productivity, and inflation.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

Jeffrey Mosher welcomes Paul Keifer, President, Bank of America, Grand Rapids Opens Knapp's Corner Financial Center in Grand Rapids, Michigan. Key Points New financial center, celebrated at grand opening event, demonstrates commitment to serving families and businesses in West Michigan BofA has invested nearly $7 million in Grand Rapids in past 10 years; plans to invest $7 million more over next three years. Nationally, Bank of America plans to open 150 financial centers by 2027 GRAND RAPIDS, MICHIGAN – Bank of America opened the Knapp's Corner Financial Center, at 2300 E. Beltline Ave. NE in Grand Rapids today. The opening of the bank's newest financial center in Michigan demonstrates the bank's commitment to serve the financial needs of the individuals, families and businesses of the Grand Rapids community. The opening builds on Bank of America's more than $5 billion investment and the company's plans to open 150 new financial centers in 2027. The grand opening was celebrated with a ribbon-cutting ceremony and remarks from Holly O'Neill, president of Consumer, Retail and Preferred, and member of Bank of America's executive management team. The Knapp's Corner Financial Center is a continuation of Bank of America's ongoing investments in the West Michigan region. Bank of America has invested almost $7 million in Grand Rapids over the past 10 years, and plans to invest $7 million more over the next three years. With the addition of Knapp's Corner, BofA now serves clients through six financial centers in Grand Rapids “Our financial center network is core to our business and gives us a strategic advantage — today and going forward,” said Paul Keifer, President, Bank of America West Michigan. “Whether they want an in-person conversation about their retail banking, lending and small business needs, financial guidance from Merrill, or use digital banking capabilities, we will be able to serve West Michigan clients when, where and how they choose to manage their financial lives.” In addition to Keifer, Bank of America leadership attending the grand opening included: — Holly O'Neill, President of Consumer, Retail and Preferred at Bank of America — Wyatt Smith, Senior Managing Director, Global Commercial Banking — Brian Stanton, Managing Director, Consumer Midwest Division Executive The opening of the Knapp's Corner Financial Center is helping to grow the local economy and strengthen the community. In September, Bank of America announced it raised its U.S. minimum hourly wage to $25 per hour for full-time and part-time employees, bringing the minimum annualized salary for full-time employees to more than $50,000. Bank of America also recently announced its commitment to increase military and community college hiring, creating 700 financial center jobs in new growth markets across the country. Clients in West Michigan also have access to Bank of America's industry-leading digital capabilities which serve the banking, lending and investing needs of more than 59 million verified digital clients. The new financial centers showcase the latest technology, private offices to assist clients one-on-one, and on-site financial specialists who work as one team to understand a client's unique priorities and goals, and to provide personalized guidance. Frequently Asked Questions Question: How does this new center help Grand Rapids small businesses grow? Answer: Local business owners can meet in person with dedicated Small Business specialist to access capital, commercial real estate loans and treasury services. Through Bank of America's Business Advantage solutions, entrepreneurs can get expert guidance on managing cash flow and employee benefits to help scale their operations. » Visit MBN website: www.michiganbusinessnetwork.com/ » Watch MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Die Wall Street tendiert uneinheitlich, mit dem Dow Jones und S&P freundlich. Der Nadsaq konnte trotz der starken Zahlen von Micron die Rallye in der ersten Stunde nicht halten. Die Aktie zog wegen der robusten Zahlen und Aussichten bis zu 18 Prozent an. Entscheidend ist aber weniger der Quartals-Beat als die neue Visibilität: Micron verweist auf 16 strategische Kundenvereinbarungen, die einen erheblichen Teil des Geschäfts über die kommenden fünf Jahre absichern sollen. Entsprechend stark fallen die Analystenreaktionen aus: Barclays hebt das Ziel auf $2.000, BofA auf $1.550, Citi auf $1.400, JPMorgan sogar von $550 auf $1.540 und spricht von einem fundamentalen Wandel des Geschäftsmodells, während Morgan Stanley Overweight bleibt und die Gewinnschätzung für 2027 um rund 40% erhöht; Goldman bleibt zwar neutral, hebt das Ziel aber ebenfalls auf $1.100. Der Markt feiert damit die Hoffnung auf einen deutlich längeren und stabileren Memory-Zyklus durch KI, auch wenn steigende Capex-Anforderungen, mögliche Inflationseffekte und die anstehenden PCE-Daten die großen Makro-Risiken bleiben. ______________ Zum Interview: In diesem Gespräch geht es um eine der bekanntesten, aber auch meistdiskutierten Methoden der technischen Analyse: die Elliott-Wellen-Theorie. Zu Gast ist Elliott Prechter, Sohn von Robert Prechter, der maßgeblich dazu beigetragen hat, die Theorie weltweit bekannt zu machen. Im Mittelpunkt steht die Frage, ob Börsenkurse tatsächlich vor allem auf Nachrichten, Zinsen und Unternehmensgewinne reagieren – oder ob Märkte in erster Linie von kollektiver Psychologie geprägt werden. Elliott Prechter erklärt, worum es bei der Elliott-Wellen-Theorie im Kern geht, wie Ralph Nelson Elliott wiederkehrende Strukturen in Kursverläufen und Zeitmustern erkannte und wie Robert Prechter diese lange kaum beachtete Idee später an die Wall Street zurückbrachte. Das Interview führe ich gemeinsam mit Lars von Thienen von der Foundation for the Study of Cycles sowie dem technischen Analysten Ralf Fayad. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die US-Futures ziehen deutlich an, angeführt von einem kräftigen Rebound im Nasdaq, nachdem Micron die KI- und Halbleiter-Rallye neu entfacht: Die Aktie steigt vorbörslich rund 15–17%, nachdem der Speicherchip-Hersteller mit $25,11 Gewinn je Aktie, $41,5 Mrd. Umsatz, fast 85% Bruttomarge und einem Ausblick auf rund $50 Mrd. Umsatz sowie etwa $31 Gewinn je Aktie die Erwartungen klar geschlagen hat. Entscheidend ist aber weniger der Quartals-Beat als die neue Visibilität: Micron verweist auf 16 strategische Kundenvereinbarungen, die einen erheblichen Teil des Geschäfts über die kommenden fünf Jahre absichern sollen. Entsprechend stark fallen die Analystenreaktionen aus: Barclays hebt das Ziel auf $2.000, BofA auf $1.550, Citi auf $1.400, JPMorgan sogar von $550 auf $1.540 und spricht von einem fundamentalen Wandel des Geschäftsmodells, während Morgan Stanley Overweight bleibt und die Gewinnschätzung für 2027 um rund 40% erhöht; Goldman bleibt zwar neutral, hebt das Ziel aber ebenfalls auf $1.100. Der Markt feiert damit die Hoffnung auf einen deutlich längeren und stabileren Memory-Zyklus durch KI, auch wenn steigende Capex-Anforderungen, mögliche Inflationseffekte und die anstehenden PCE-Daten die großen Makro-Risiken bleiben. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Bitcoin hit a two-week low at $61,877 (-3.9%) as a brutal AI tech selloff dragged risk assets globally: South Korea's KOSPI crashed 10%, Samsung and SK Hynix each cratered 12%, and SpaceX has now lost $600 BILLION across three trading days. Bloomberg is calling Bitcoin "tied at the hip" to the AI trade — the digital gold thesis is dying. Add Bank of America's bombshell call for THREE rate HIKES in 2026, the Senate passing a CBDC ban through 2030 in an 85-5 vote, and Jamie Dimon warning the bull market is a "little tsunami" — and today's setup is the cleanest macro inflection we've seen all month. We break down whether Bitcoin's new AI correlation is structural, what BofA's hike call means for the cycle, and whether Trump's quantum executive order is a real threat or just optics. Learn more about your ad choices. Visit megaphone.fm/adchoices

VLOG June 22: AI beat, FOIAs to states: https://innercitypress.com/aibeat1statefoiascip062026.html Blake Lively: fee due, to who? https://www.patreon.com/MatthewRussellLee/posts/hollywood-in-and-161300729 First Brand alleged scammers 2 pm. Fed Gov Bowman private BofA briefing;FNBO Blue Ridge challenge; UN budget scoop: https://innercitypress.com/ungate5budgetscamsicp062126.html

Brosnan BraceletsSee omnystudio.com/listener for privacy information.

Prepare-se para a segunda metade do dia sabendo de tudo que mexeu com o mercado nas primeiras horas do pregão. Informação e análise com Roberto Motta. O Resumo da Manhã é transmitido de segunda a sexta, às 13h. Ative as notificações do programa e acompanhe ao vivo!

22/6 Usa-Iran: progressi incoraggianti. Roadmap verso pace definitiva. Hormuz riapre, Brent sotto 80$. Salgono dollaro e rendimenti in Usa: due anni al 4,22%.Fed, tutto quello che dovete sapere sul regime change di warsh. Mercati: chances al 75% rialzo a settembre.  Secondo atto sui mercati: cosa dicono i gestori? Ai trade al test dei conti di Micron (mercoledì) e PCE (giovedì). SpaceX verso inclusione Russell 1000, i prossimi passaggi fondamentali. Nadella e le critiche a OpenAI e Anthropic. ****** Questo episodio è offerto da ⁠Scalable Capital ⁠ Apri un conto con Scalable Capital e inizia a ricevere il 2,5% di interessi* sui tuoi risparmi:  https://partner.scalable-capital.de/go.cgi?pid=983&wmid=301&cpid=4&prid=13&subid=WILLHOST&target=Broker-Online *Messaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital. Investire comporta dei rischi****** MSCI Asia record, nuovo massimo anche per il Nikkei. HAng Seng vicina a territorio orso. Kospi lima i guadagni, SK Hynix supera Samsung per capitalizzazione. Yen ai minimi da 40 anni. Cina: prime rate a un anno fermo, scendono le vendite di case esistenti. Nuovi vincoli a export terre rare a società Usa. Europa prudente, oggi parla Lagarde al Parlamento UE. Bofa: la Bce alzerà a luglio. Starmer verso le dimissioni, per Citi Gilt verso 5,25%. Risiko bancario: oggi cda MPS, le opzioni. Unicredit: tasso di adesione OPS Commerzbank al 12,51%. Oggi stacco cedole, focus su Leonardo, Stellantis.  Learn more about your ad choices. Visit megaphone.fm/adchoices

En el capítulo 1.140 de este lunes, 22 de junio, @franaldaya les comenta que la revisión de accesibilidad de MSCI fue un balde de agua frío para las acciones argentinas, que la última encuesta de gestores de Bank of America muestra a los inversores recortando Brasil y eligiendo a Colombia y la Argentina, y que un informe de Bloomberg Intelligence revive los paralelos con las crisis de 1929 y 2008. Además, Mariano Espina en Recintos del Poder.

En el capítulo 1.137 de este miércoles, 17 de junio, @franaldaya les comenta que el Banco Mundial le dio luz verde a Argentina con garantías por US$2.000 millones mientras se acumulan más de US$30.000 millones en vencimientos para 2027, Bank of America dice que el país alineó dos de tres planetas y mantiene sobreponderar bonos, y el petróleo se desploma debajo de US$80 con SpaceX superando a Amazon en market cap.

Inercia positiva en los mercados con unos inversores en vilo a la espera de acontecimientos. El primero, el desenlace de la primera reunión de la Fed con Warsh de presidente. El nuevo responsable de la Fed se ha comprometido a comunicar menos justo cuando la mayoría de los bancos centrales intentan decir más. Hoy tendremos pruebas para ver si la discreción es una ventaja en política monetaria. Se lo preguntamos a Mar Jiménez, de Diverinvest. El segudo acontecimiento, la firma el viernes del cuerdo de paz entre EEUU e Irán. La fuerte caída de los precios del petróleo ha mejorado visión de activos europeos. Barclays y BofA ahora los ven con mejores ojos. Pero aquí no se va sobre ruedas. BMW revisa a la baja sus previsiones anuales. Y los proveedores alemanes esperan peor negocio. Contratan en mínimos e inversión se desplaza al extranjero. Hablamos de esa industria y de la de Consultoría, con Elena Zárraga, de LKS Next. Un sector que está experimentando una profunda transformación impulsada por la integración de la IA, la hiperespecialización y el cambio hacia un liderazgo más práctico. ¿De asesores a socios ejecutores? En Bolsa española, el Ibex35 profundiza en máximos. Tiene hoy como mejores valores a Sabadell, Bankinter y Caixa. Endesa, Arcelor y Cellnex son los peores.

Marley Kayden breaks down Exxon Mobil (XOM), pointing out that shares are trading below prices before the U.S.-Iran War began. That didn't stop BofA from upgrading the stock and initiating a $154 price target. Marley says there is no real explanation as to why Exxon Mobil isn't moving in tandem with other big energy names. Tim Biggam 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

11/6 Usa: 49 missili Tomahawk contro Iran. Teheran risponde colpendo base militari Usa. Greggio risale, stabile dollaro e treasury. Inflazione ai massimi da tre anni ma componente core stabile. La Fed può aspettare. Il mercato: 52% chances rialzo il 28 ottobre. Futures in verde, Oracle -10% nel pre-market, salgono i capex. Vigilia di Ipo storica di SpaceX, stasera fixing del prezzo. Anthropic: servono più regole per AI. OpenAi: parte la guerra di prezzi con Amodei e prepara 10GW di datacenter con Nvidia.  *** Questo episodio è offerto da Scalable Capital  Investire comporta rischi Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** Asia recupera le perdite. Nikkei e Kospi ritrovano la parità dopo il rosso di oltre 1%. Il governatore di BOJ è in ospedale, non parteciperà al meeting del 16 giugno. Incognite del mercato. In Europa futures prudenti, è il giorno della Bce: primo rialzo dal 2023 e previsioni 2026. Focus su inflazione core 2027. Verso aumento stime crescita 2026, 2027 e rialzo previsioni inflazione. Risiko bancario ancora protagonista a Milano, svetta BPM. Giorgetti (MEF) usciamo al miglior prezzo. Bofa premia STM Learn more about your ad choices. Visit megaphone.fm/adchoices

US stocks closed sharply higher on Thursday, with the S&P 500 rising 1.8%, the Nasdaq gaining 2.5%, and the Dow Jones climbing 930 points. Investor sentiment improved amid a pullback in oil prices after President Trump cancelled strikes against Iran after earlier threatening "very hard" attacks tonight. He also claimed a deal had been agreed in principle by several allies in the Middle East, including Israel, without elaborating. Further support came from a rally in technology shares as investors positioned themselves ahead of SpaceX's expected IPO tomorrow. Micron and AMD soared 11% and 8%, respectively, while Lam Research added 12.7% and Intel jumped over 10% after being upgraded by BofA on soaring CPU orders. On the other hand, Oracle slipped nearly 9% as investors focused on a cloud revenue miss and rising AI infrastructure costs despite an earnings beat. On the data front, PPI data pointed to accelerating prices in May, consolidating bets that the Fed will raise rates this year.SPI jumps 1436 - Gold up 3% plus...Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. 

Las acciones tecnológicas repuntan gracias a las compras en las caídas, lideradas por ASML, Infineon o Nvidia. Eso pese a que el aumento de los rendimientos de los bonos y la persistencia de la inflación incitan a la cautela entre los inversores, según señalan los analistas de BofA. Los precios del petróleo caen tras el acuerdo entre Israel e Irán para detener los ataques; el Brent baja un 1,75%. Sector a seguir hoy el farmacéutico. Con GSK y AstraZeneca de titulares. Por ello preguntamos a Mar Jiménez, de DiverInvest. En Bolsa española, y dentro del Ibex35, lideran las subidas Solaria, Puig y Colonial. Al frente de los recortes se ponen ArcelorMittal, Rovi y Grifols.

In this episode of the Wealth Management Invest podcast, host David Bodamer speaks with Mark Sutterlin, head of alternative investments at Bank of America Merrill Lynch, about the increasing role of private markets within client portfolios. Mark outlines how demand for alternative investments is evolving, particularly among ultra-high-net-worth investors, and explains how firms are expanding access through new platform offerings and structures. Mark also explores the role of evergreen funds in making private markets more accessible, while emphasizing the importance of long-term thinking, diversification, and consistent allocation. In addition, he shares perspectives on how technology is improving the investment experience, along with key themes shaping opportunities across areas such as artificial intelligence, infrastructure, and hedge strategies. Key takeaways: Why ultra-high-net-worth investors are increasing allocations to private markets for diversification How evergreen funds help simplify access but still require long-term discipline from investors The role of advisor education in helping clients understand illiquidity and portfolio fit How technology is improving reporting, execution and the overall investor experience Key investment themes including AI, infrastructure growth and renewed interest in hedge strategies Connect With David Bodamer: david.bodamer@informa.com  Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Mark Sutterlin: LinkedIn: Mark Sutterlin LinkedIn: Bank of America Merrill Lynch LinkedIn: Bank of America Business Website: Bank of America Business Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

Diane King Hall discusses this morning's top moving stocks at the opening bell. She mentions Five Below (FIVE) falling despite an earnings beat, PVH (PVH) getting hit on its report, and UnitedHealth's (UNH) recent upgrade from BofA.======== 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 World's Largest Loyalty Programs™ research report from Let's Talk Loyalty is now available.Download it by subscribing to our newsletter on the World's Largest Loyalty Programs™ now.---------------Today's episode is with Shikha Narula - Managing Director, Head of Consumer Deposit Products, Transformation and Rewards – Bank of America.Bank of America recently announced BofA Rewards, a no fee program designed to reward clients throughout their financial journey. The program went live on May 27, 2026, and represents an evolution of Preferred Rewards that embodies a comprehensive approach to customer loyalty.Shikha and we dig in to why this approach is well suited to build strong and lasting relationships with banking customers and how it is strategically positioned into BofA's overall growth strategy.Shikha and her team are responsible for developing and delivering client-centric strategies and innovative solutions to meet Bank of America's clients' current and emerging financial needs. Prior to joining Bank of America in March 2022, Shikha was the head of US Consumer Lending Products at American Express and previously worked with Citigroup for 16 years.Hosted by Bill Hanifin - Wiser Loyalty podcast, a series produced in partnership between Let's Talk Loyalty and The Wise Marketer™.*Please note the episode was recorded on March 31 2026 prior to the new BofA Rewards launch*Show Notes :-1) Shikha Narula2) Bank of America.3) BofA Rewards5) Smart Brevity (Book Recommendation)6) The Wall Street Journal (Article Recommendation)

Il fermo nazionale dell autotrasporto previsto dal 25 al 29 maggio è stato sospeso dopo l'incontro di venerdi 22 Maggio a Palazzo Chigi fra Governo e associazioni di categoria. La protesta era nata per l'aumento dei costi del carburante, con il gasolio passato in meno di due mesi da 1,70 a oltre 2,10 euro al litro, e per gli effetti considerati insufficienti del taglio generalizzato delle accise. Dal confronto con l'esecutivo è arrivato un pacchetto da circa 300 milioni di euro sotto forma di credito d imposta per compensare parte dei rincari sostenuti dalle imprese nei mesi di marzo, aprile e maggio rispetto ai prezzi medi di febbraio: non uno sconto diretto alla pompa, ma un ristoro fiscale per alleggerire l impatto del caro diesel sui bilanci delle aziende. Ne abbiamo parlato con Claudio Donati, segretario generale di Assotir. Semiconduttori: da inizio anno rally del 72%. Ma BOFA dice non è BollaLa domanda esplosa dei data center e degli hyperscaler globali ha fatto impennare i prezzi delle DRAM e consolidato il potere contrattuale dei produttori, oggi sostenuti da accordi pluriennali con i grandi operatori tecnologici. E se la domanda cresce, l'offerta si adegua. Nel suo ultimo State of Union sull'industria dei semiconduttori, Bank of America ha rivisto al rialzo in modo significativo le proprie previsioni relative alle dimensioni del mercato globale dei semiconduttori. La banca prevede che il mercato potenziale complessivo dei semiconduttori raggiungerà circa mille e trecento miliardi di dollari entro il 2026 (rispetto alla precedente previsione di mille miliardi di dollari), per arrivare a circa 2mila miliardi di dollari entro il 2030. Il rapporto sottolinea che l'intelligenza artificiale (IA) e i data center (compresi i sistemi di elaborazione, le reti e lo storage) saranno i principali motori di crescita, mentre il settore industriale (rifornimento delle scorte e robotica) fungerà da motore secondario. E a proposito del rischio "bolla" nel suo report BOFA scrive: "L'intelligenza artificiale ha ancora forza strutturale. Il peso dei semiconduttori negli indici di borsa è di circa il 18% nell S&P500 ed è vero che aumenta la sensibilità macroeconomica del mercato. Ma il movimento è guidato dagli utili, il rapporto prezzo/utili da qui ai prossimi 12mesi è di 1:25, sostanzialmente inalterato da inizio anno ed è ancora sotto i precedenti picchi. Ci sono poche evidenze di un'inflazione speculativa dei multipli, elemento che supporta la secolarità del really nel contesto della crescita strutturale A.I."Il commento di Filippo Diodovich Senior analyst di IG Sanchez a Roma. Italia e Spagna a confronto: a cosa si deve il miracolo di MadridLe tensioni geopolitiche in corso, dalla guerra in Ucraina ai dazi imposti dagli Stati Uniti e ora lo shock energetico determinato dall attacco israelo-americano all Iran, stanno avendo come del resto in tutti i paesi europei conseguenze pesanti sull economia italiana. Lo attestano le stime della Commissione europea che collocano la crescita per l Italia allo 0,5% quest anno e allo 0,6% il prossimo, con rischi evidenti di ulteriori revisioni al ribasso. Ma se si scorrono dati e tabelle del Rapporto annuale dell Istat, se ne trae la conclusione che il problema della bassa crescita nel nostro Paese è di lunga durata, come emerge dal confronto con le principali economie europee, e soprattutto con quella spagnola. Da tempo si parla di miracolo spagnolo per le indubbie performance messe a segno da Madrid. È effettivamente tale? L Istat rileva in particolare che tra il 2022 e il 2025 la crescita del Pil ha raggiunto il 9% in Spagna, a fronte del 2,3% in Italia. Un risultato che riflette «una maggiore capacità dell economia spagnola di generare una crescita più sostenuta della domanda interna e dell attività produttiva, anche attraverso incrementi della produttività e un maggiore orientamento verso settori a tecnologia più avanzata, specialmente nei servizi». Vi è senza dubbio dietro queste cifre l effetto della regolarizzazione degli immigrati irregolari. Del resto la principale fonte di immigrati in Spagna è l America latina, dove si parla lo spagnolo. Poi si registra il traino dei servizi e del Pnrr. Nel periodo 2022-2025 in Spagna si è registrata una crescita da consumi ed esportazioni pari rispettivamente a 6,8 e 3,6 punti percentuali, rispetto al 2,2 e 0,2% messo a segno in Italia nello stesso periodo. In sostanza in Spagna si evidenzia un maggiore dinamismo dei consumi delle famiglie che secondo l Istat è riconducibile sia a fattori demografici sia a una crescita sostenuta dei redditi reali. Ma ancora una volta su questa fondamentale componente demografica un effetto predominante lo si deve all aumento della popolazione spagnola tra i 15 e i 64 anni (+4,6% tra il 2022 e il 2025), superiore a quello italiano (+1,6%, grazie alla forte espansione della componente degli stranieri regolari (+22,3% contro il +4,6% in Italia). Chiediamo chiarimenti al collega Dino Pesole che ne ha scritto nei giorni scorsi.E' stato ospite a Focus Economia Dino Pesole, editorialista del Sole 24 Ore Ey-Oxford Economics, in Italia Pil a +0,4% nel 2026, pesano shock energeticiLa guerra in Medio Oriente e i conseguenti shock energetici hanno innescato un forte rallentamento della crescita a livello globale, pur senza configurare al momento una recessione mondiale. È quanto emerge dal rapporto presentato durante l'evento 'Scenari macroeconomici e intelligenza artificiale: implicazioni, sfide e opportunità', organizzato da Oxford Economics in collaborazione con Ey, in cui viene stimata una crescita del Pil italiano dello 0,4% nel 2026 (UN O,1% IN MENO RISPETTO ALLA STIMA DELL'FMI DI OGGI), "in un contesto - si legge in una nota - di elevata incertezza e domanda interna poco dinamica". Secondo l'analisi, nel 2027 si osserverà una lieve accelerazione della crescita del Pil (+0,6%), riconducibile a un andamento dei consumi privati e della domanda estera positivi, a fronte di una leggera contrazione degli investimenti, quest'ultima dovuta alla fine di importanti incentivi fiscali, all'esaurimento del Pnrr e a un contesto di maggiore incertezza. Per l'Eurozona, il rapporto stima una crescita dello 0,7% nel 2026, con un'inflazione media intorno al 3%, quasi il doppio rispetto alle previsioni precedenti, con un picco intorno al 3,5% nel secondo e terzo trimestre.L'analisi di Ey e Oxford Economics si è concentrata su quattro settori produttivi rilevanti per l'economia italiana, ovvero alimentare, tessile, automotive e il comparto dei macchinari, stimando una crescita moderata della produzione tra il 2025 e il 2027. Il settore alimentare dovrebbe registrare una crescita stabile e moderata nel medio periodo (+1,8% nel 2026 e nel 2027), sostenuta prevalentemente dall'export, a fronte di consumi interni deboli e dei rischi legati all'aumento dei costi per l'agricoltura. Il settore del tessile e dell'abbigliamento crescerà in misura contenuta nel biennio 2026- 2027 (rispettivamente +1,2% e +1,3%), trainato quasi esclusivamente dall'export, mentre la domanda interna sarà stagnante e peseranno le pressioni dei competitor internazionali, in particolare asiatici. Per quanto riguarda il comparto dei macchinari, l'analisi sostiene che attraverserà una fase di normalizzazione dopo il ciclo espansivo legato agli incentivi, tornando a una crescita stabile (+1,7% nel 2026 e +1,8% nel 2027), sostenuta dall'export e da una graduale ripresa della domanda interna. Il settore crescerà debolmente (+0,9% nel 2026 e +0,5% nel 2027), con export di segno positivo ma investimenti in contrazione. La transizione verso l'elettrico resta un elemento critico, con il rischio di ridimensionare la produzione domestica. Il settore automotive crescerà debolmente (+0,9% nel 2026 e +0,5% nel 2027), con export di segno positivo ma investimenti in contrazione; la transizione verso l elettrico resta un elemento critico, con il rischio di ridimensionare la produzione domestica.Mario Rocco, Valuation, Modelling and Economics Leader di EY in Italia, ai microfoni di Vincenzo Miglietta.

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode)  The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex.   The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html   The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR:  BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html   AGAINST:  BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html  

VLOG May 21 Sikkema murder trial https://matthewrussellleeicp.substack.com/p/art-world-hit-trial-for-murder-of-0d9 Bronx 1993 cold case presentment https://www.patreon.com/posts/cold-case-for-in-158798398 ICE beat fireworks release https://matthewrussellleeicp.substack.com/p/ice-fireworks-over-judge-frees-mexican BofA seals its debanking https://innercitypress.com/flmd1unsealbofaecoaicp052026.html On @WFP Luke call, @USUN SG lies, Japan

This week we dug into the Treasury’s TIC data—the report nobody reads but everybody should—which shows central banks quietly stepping back from U.S. debt while private money fills the gap. That’s a problem when you’re carrying $39 trillion and yields are climbing. Then we looked at what that actually means at the kitchen table: record household debt, credit card rates near 24%, and an inflation measure that doesn’t even count the cost of carrying all that debt. Chapters Intro: 00:00:38 Quick Takes: 00:01:34 Max Notes: 00:06:34 Killer Left Take of the Week: 00:19:12 Chart of the Week: 00:21:25 Headlines: 00:23:00 Pod Love: 00:25:02 Book Love: 00:25:58 Outro: 00:26:15 Resources CNBC Television: Squawk Pod: Scott Bessent from Beijing CNBC Television: President Trump: Had extremely positive and productive meetings today Yahoo! News: CNBC’s Jim Cramer Left Literally Speechless by Trump’s Personal Stock Trades Bloomberg Television: US Faces Challenging Summer Gas Season, BofA’s Blanch Says U.S. Department of the Treasury: Treasury International Capital Data for March Signified B Sides: Kevin Hart is a Symptom... Polygraph: Falling wages, spiraling credit card debt New York Times: Over 100,000 Family Separations in Deportation Push, Report Estimates Truthdig: Cuba Announces That Its Fuel Reserves Have Been Depleted Mother Jones: Memphis Is “Under Full-Blown Occupation” by ICE. Here’s Why You May Not Know That. Pod Love Best of the Left: Capitalist Class Warfare: AI, Billionaire Capture, and the How to Fight Back Book Love Unf*cker Book Recommendations UNFTR Resources Video: On The Record 5/19/26 (Treasury Numbers Don’t Lie | Jim Cramer Melts Down | BofA Shocker) Video: They Hide These Economic Words From You—Here’s Why -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

Diane King Hall breaks down this morning's biggest market movers to kick off the new trading week. She says BofA reiterates a buy on ServiceNow (NOW) but turns cautious on Salesforce (CRM). Morgan Stanley upgrades Lam Research (LRCX) as chip cycle optimism grows, while Berkshire Hathaway (BRK/B) builds up its stake in Alphabet (GOOGL) 13-F shake-up. ======== 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

Muy buenos días, hablemos de la inflación en medio de la decisión de Banxico y los comentarios de Sheinbaum sobre las tasas. Vamos con un mega itacate latinoamericano que hay mucho que ocurrió entre los países de la región esta semana. Slim sigue de compras en el sector energético y  ¿los bancos pueden predecir al ganador del Mundial? Jimena tiene su conclusión. 

MTM Travel - May 7, 2026 Chase has a massive new Sapphire Reserve offer, but the rest of the episode shows why the points world feels less predictable than it used to. Shawn and Mark break down Rakuten's strange but useful Bank of America and Bilt stack, Citi ending ThankYou point sharing, the refreshed AT&T Points Plus card and Chase's quietly weaker Points Boost values. Episode Guide 0:00 Welcome to MTM Travel 2:56 Rakuten, Bank of America and bonus Bilt points 7:51 Chase Sapphire Reserve hits 150K 12:34 Chase spending offers get easier to track 13:48 Citi ends ThankYou point sharing 16:43 AT&T Points Plus gets a real refresh 20:43 Chase Points Boost gets less predictable 25:37 Final thoughts on transferable points rankings Topics Covered Rakuten is offering up to $300 back, or 30,000 Bilt points, when applying for select Bank of America cards. The Bank of America Travel Rewards card can stack its own offer with the Rakuten payout, making it a strong no-annual-fee play. Chase Sapphire Reserve now has a 150,000 point offer after $6,000 in spend in the first three months. Chase appears to be matching some recent Sapphire Reserve applicants to the new offer, with reported cutoff dates. Chase targeted spending offers are becoming easier to track after activation. Citi is ending ThankYou point sharing, removing a useful option for two-player households. The AT&T Points Plus card adds stronger AT&T discounts and keeps its no-annual-fee setup. Chase Points Boost remains useful in theory, but the changing rates make it harder to plan around. Links Rakuten Bank of America bonuses - https://milestomemories.com/rakuten-offering-extra-bonus-for-bank-of-america-cards/ Chase Sapphire Reserve 150K offer - https://milestomemories.com/is-chase-matching-the-sapphire-reserve-offer/ Chase quarterly spending offer lookup - https://milestomemories.com/how-to-find-chase-spending-offer-details/ Citi ending ThankYou point sharing - https://www.doctorofcredit.com/citi-ending-points-sharing-on-5-16/ AT&T and Citi enhance Points Plus card - https://milestomemories.com/att-points-plus-world-mastercard-refresh/ Chase The Edit 2.5 cent Points Boost - https://milestomemories.com/new-2-5x-points-boost-at-select-the-edit-hotels/

AP reported that effort to extend the US-Iran ceasefire has made progress with mediators aiming to extend for at least another two weeks. Both sides gave an “in principle agreement” to extend the ceasefire.The Pentagon is sending thousands of additional troops into the Middle East in the coming days, WaPo reported citing US officials. This move aims to pressure Iran while the US mulls the possibility of additional strikes or ground operations if the ceasefire breaks.European bourses mixed, Luxury suffers on KER FP and RMS FP while ASML raises FY guidance; US equity futures flat with Morgan Stanley and BofA ahead. DXY muted, GBP/USD retreats from 1.36 with UK GDP later in the week.Global fixed benchmarks trade cautiously awaiting President Trump and central bank speakers.Commodities tread water in anticipation of a second US-Iran meeting.Looking ahead, highlights include US Export/Import Prices (Mar), Fed Beige Book (Apr). Speakers include US President Trump, Fed's Barr, Hammack & Bowman, ECB's Lagarde, Cipollone, Nagel & Schnabel, BoE's Bailey, Greene, SNB's Schlegel, RBA's Hauser & RBNZ's Breman. Earnings from Morgan Stanley and Bank of America.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Start your morning with Buzzcast with Abe Madkour:  Tony Petitti's victory lap; Charlie Baker pushes back on criticism of double-regional format; Tom Pohlad takes the business reins for Twins and BofA doubles down on soccer sponsorship  Sign up for SBJ 360, our free, daily newsletter. SBJ 360 delivers a concise, high-level overview of the most important stories shaping the sports industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs sees new bullish potential in Netflix (NFLX) after Paramount Skydance (PSKY) won the bidding war for Warner Bros. Discovery (WBD). George Tsilis talks about the avenues Goldman Sachs sees opening for the streaming giant despite losing the bidding war. He then explains why BofA downgraded Carvana (CVNA) and the metrics behind Keybanc's price target hike for Intel (INTC). ======== 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

VLOG April 3 Live Nation moves for sanctions on Mueller after Inner City Press gets unsealed https://matthewrussellleeicp.substack.com/p/ticketmonster-leverage-in-live-nation Blake Lively 10 of 13 claims dismissed https://patreon.com/posts/hollywood-in-152-154629372 Luigi dates; BofA Epstein settlement questioned https://matthewrussellleeicp.substack.com/p/epstein-bofa-settlement-critiqued UN theater

BofA lowered its price target for Reddit (RDDT) to $175 and held a neutral rating on the social media stock. Rick Ducat stacks Reddit's stock performance to peers like Meta Platforms (META). He highlights key levels and options activity 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

VLOG April 2 Luigi Mangione whiplash https://matthewrussellleeicp.substack.com/p/double-jeopardy-luigi-mangione-gets Some Live Nation unsealing won; Adams ally arrested https://matthewrussellleeicp.substack.com/p/sovereign-district-eric-adams-friendToday: B of A Epstein victims deal 11 am. DC: Arch 2 pm; 5 pm Blake Lively v Baldoni hearing. @UN_PGA murky finances no answers

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Apollo Global Management (APO) is limiting investor withdrawals from private credit to 5%, per an SEC filing. This headline also hit alongside a Moody's downgrade of KKR's (KKR) future standard-run private credit fund to junk. Diane King Hall explains how this adds to an already foggy picture for the future of private credit. She then turns to a bright spot for the AI trade: BofA reinstating its buy rating for CoreWeave (CRWV). ======== 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

BofA cut its price target on Apple (AAPL) to $320 from $325 as the stock faces a short-term slump. Tom White offers a look into the key levels to watch and gives his explanation as to where shares can experience a rebound. He then offers an example options trade for the Mag 7 stock. ======== 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

Marley Kayden covers the latest analyst moves on Apple (AAPL), with a price target cut at BofA and a bullish note from Morgan Stanley. The latter is based on a smartphone survey that implied Apple will be the only major smartphone vendor to take share in 2026. Prosper Trading Academy's Charles Moon likes the bullish moves in the stock and offers an example options trade.======== 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

BofA raised Cheniere Energy's (LNG) price target to $322 from $296 as tensions in the Middle East continue to drive volatility in crude oil prices. Tom White turns to support and resistance levels for investors to watch and offers an example options trade for the stock.======== 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

Oil prices spike after Iran strikes key energy infrastructure in Qatar, but is the end of the war on the horizon? Micron shares slide despite blowout earnings, but BofA is still bullish. Plus, why private equity's pain could be commercial real estate's gain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

VLOG March 12 States v Live Nation, Fri 3 pm deadline;Epstein case of BofA, Leon Black deposition March 26 https://matthewrussellleeicp.substack.com/p/epstein-filings-for-enabling-epstein Halkbank getting DOJ deal; US v SBF's political "coming out" https://patreon.com/posts/crypto-in-courts-152833811 Bank regulatory capture, @USUN UNresponsive so

Kohl's (KSS) experienced see-sawing price action following a better-than-expected earnings report. However, Diane notes the company continues to face long-term headwinds as year-over-year revenue falls. Qualcomm (QCOM) moved lower after BofA downgraded the stock while CrowdStrike (CRWD) gained on a Morgan Stanley upgrade. ======== 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

Federal Judge Jed S. Rakoff has accelerated litigation brought by a woman who says she was abused by Jeffrey Epstein, ordering the case against Bank of America (BofA) and The Bank of New York Mellon (BNY) onto a fast track. The plaintiff (referred to as “Jane Doe”) alleges the banks knowingly facilitated Epstein's trafficking operation, pointing to an account opened at BofA at Epstein's direction and alleging BNY processed around $378 million in payments to trafficking victims. The judge set November deadlines for motions to dismiss, demands full discovery by late February 2026, and indicated trials could begin in May or June 2026.The lawsuits bring fresh scrutiny to how major financial institutions may have turned a blind eye—or worse—to red flags around Epstein's operations. In the BofA complaint, the claim is made that the bank failed to file required Suspicious Activity Reports despite multiple warning signs, and profited from Epstein's business. The BNY suit accuses the bank of giving credit lines and processing vast sums tied to Epstein's model-agency front used in trafficking. Both banks say they will defend vigorously. The move follows earlier suits against JPMorgan Chase and Deutsche Bank that settled for hundreds of millions of dollars without admissions of liability.to contact me:bobbycapucci@protonmail.comsources:Epstein Victim Lawsuits Against Bank of America and BNY Moving Quickly - Business Insider

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! This episode is sponsored by Teucrium and ClearBridge Investments. Find out more at https://teucrium.com/agricultural-commodity-etfs International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out more at https://www.clearbridge.com/ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

BofA's Jared Woodard shares a powerful stock-picking metric. And Jack sizes up gold, silver, and copper. Learn more about your ad choices. Visit megaphone.fm/adchoices